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How to Create and Manage Discount Codes in Funnel

Learn how to manage your form discount

Ben Hare avatar
Written by Ben Hare
Updated this week

If you're new to discounts and coupons, you may want to start with an overview in this article.

🧾 When Does the Discount Code Box Show on a Form?

  • If an active discount exists on your form, the “Enter discount code” field will appear on the Payment page of your Enrolment-type form.

  • If no discounts are active or all discounts are deactivated, the discount code box will not display.


➕ Creating a New Discount Code

  1. Go to the Forms tab on the left-hand side of your Funnel dashboard.

  2. Click the three dots (⋯) next to your form and select Manage discounts.

  3. In the Discounts area, click + New discount.

  4. Fill in the details:

    • Name: A label for your discount (e.g., "EarlyBird10").

    • Description: A short note to help you identify the discount.

    • Discount type: Choose between a percentage or a fixed amount off.

    • When the discount applies: Choose whether it’s applied via a code or triggered by a form condition.

    • Discount code: Enter the code users will type in (e.g., SAVE10).

    • Usage limit: Set how many times the code can be used.

    • Start and End date: Define when the discount is active.

  5. Once you're happy with the setup, click Create discount.


✏️ Editing an Existing Discount Code

  1. In the Discounts area, select the discount code from the sidebar.

  2. Click Action > Edit to update the details.

  3. Make your changes and save.

Note: You can only manage discount codes for forms that include payment collection.


🔁 Duplicating a Discount Code

Want to reuse a discount setup?

  • Select the discount code

  • Click Action > Edit > Duplicate


🔍 Filtering Submissions by Discount Code

To see who used a specific discount:

  1. Go to the Payments module in Funnel.

  2. Use the filter to search by discount code.


🟢 Discount Code Statuses Explained

Each discount code will show one of the following statuses:

  • Active – The code is currently usable.

  • Inactive – The code is turned off and cannot be used.

  • Upcoming – The code is scheduled to start in the future.

  • Expired – The code has passed its end date.

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