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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 over 3 weeks ago

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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