Create promotions and issue gift cards

Discounts holds the store's promotions and gift cards. A promotion is a code that shoppers enter at checkout, or an automatic promotion that the cart applies by itself when its conditions are met. A gift card holds an amount in one currency and pays for orders until it is spent.

• Only owners and admins see Promotions, because a code can be a secret you hand out privately. Owners and admins also issue and change gift cards.
• Tier 1 support and above can look up gift cards and their history. A note at the top of the section says so when you cannot change them.
• A fixed amount, a minimum spend and a gift card are each in one of the store's currencies. Choose the currencies under Store in Settings.

1. In the dashboard, open the organization, then Commerce, then Discounts.
2. Under Promotions, select New promotion….
3. Under How shoppers get it, choose A code or Automatic. You cannot change this later.
4. For a code, enter the Code, such as SUMMER25. It takes letters, digits, - and _, up to 64 characters, and shoppers can type it in any case.
5. Optionally, enter a Description. Shoppers see it beside the discount on the cart and the order. Without one, they see what it takes off.
6. Choose the Discount:
   • Percentage: enter the Percentage off, above 0 and up to 100. Choose a Currency to offer it only to carts in that currency, or keep Any currency.
   • Fixed amount: enter the Amount off, such as 25.00, and its Currency. Only carts in that currency get it.
   • Free shipping: the shipping costs nothing.
7. For a percentage or a fixed amount, choose what it Takes it off: The order, Matching items or Shipping.
8. Optionally, set the conditions and limits that Set conditions and limits describes.
9. Leave Turn it on now ticked, or untick it to save a draft that no cart can use until you turn it on.
10. Select Create promotion.

The promotion applies only when every condition you set is met.

Minimum spend

What the cart's items come to before discounts, such as 60.00. It needs the promotion's Currency.

First order only

Only for a shopper with no earlier order, by account or email. A cancelled order does not count.

Customer groups

Only signed-in shoppers in a ticked group get it. Tick none for everyone. It shows when the store has customer groups, which are made through the API.

Collections

The cart must hold an item from a ticked collection. It shows when the store has collections, which are made through the API.

Products

Search by title or SKU and add each product. The cart must hold one of them. With Matching items, the promotion takes its discount off only these products and the ticked collections, so choose at least one.

Uses in total and Uses per shopper

How many orders can use it, and how many times each shopper can, counted by account or email. Leave them empty for no limit.

Starts and Ends

The dates and times it runs, in your time zone. Without a start, it runs as soon as it is turned on. Without an end, it runs until you turn it off.

Combines with other promotions

Unticked, it applies only on its own: the cart refuses a second code beside it, and an automatic one steps aside when anything else applies.

Codes apply in the order the shopper entered them, then automatic promotions from the oldest. Each takes its discount off what the earlier ones left. A cart holds up to 5 codes, and a store runs up to 50 automatic promotions at once.

The list shows each promotion's Status, its Discount with its conditions, how often it was Used and when it Runs. Filter it with All, Active, Drafts and Turned off, or search by the start of a code or by words in the description.

Each action is in the menu on the promotion's row.

Edit promotion…

Change anything except how shoppers get it, then select Save promotion. Selecting the row opens it too. Orders already placed keep the discount they got, and the change applies to carts from then on.

Turn off…

Select Turn off promotion to confirm. Shoppers who enter the code are told that it is not active, and an automatic promotion stops applying. Orders that have it keep their discount. Turn on turns it back on.

Delete promotion…

Only a promotion that no order used can be deleted. Type its code, or delete for an automatic promotion, then select Delete promotion. Its code becomes free for a new promotion. Once an order has used a promotion, turn it off instead.

1. Under Gift cards, select Issue gift card….
2. Enter the Amount, such as 25.00, and choose the Currency. The card pays only for carts in that currency.
3. Optionally, enter the Recipient's name and Recipient's email, who it is From, and a Message. The email lets you find the card later.
4. Optionally, choose the day it Expires on. The card works to the end of that day, in your time zone. Leave it empty for a card that never expires.
5. Select Issue gift card.
6. Under Save the code now, copy the Code, then select I have saved it.

While the store is in test mode, the card you issue is a test card: it pays for test orders only. A gift card sold on the storefront is emailed to the recipient the order names, and it is listed here as Sold in an order.

1. Under Gift cards, choose All, Active, Used up, Expired or Turned off.
2. Search by the recipient's email, the full code, or its last four characters.
3. Select a card to open its details.

The details show the card's Balance, Status and when it Expires, the Recipient, who it is From, the customer it is Held by, and how it was Issued. History lists each time the balance moved, newest first, such as Spent on an order or Adjusted by the store, with any note your team left. A move on an order links to it.

Owners and admins find these actions in the menu on the card's row, and Adjust balance… and Edit card… in its details too.

Adjust balance…

Choose Add or Take away, enter the amount, and optionally a Note, such as a goodwill credit for a late delivery. Only your team sees the note. Select Save balance. The balance cannot go below zero, and a used-up card that you add to can pay for orders again.

Edit card…

Change the Recipient's name, the Recipient's email or the day it Expires on, then select Save card. To bring back an expired card, choose a later day. A day in the past is refused: to stop a card now, turn it off.

Turn off…

Select Turn off card to confirm. The card cannot pay for anything until it is turned on again, and its balance stays on it. Turn on needs a balance above zero, so add to the balance first.

• A promotion that is turned on applies to carts from its start, and its Used count grows with each order.
• A gift card pays for carts in its currency while it is active, unexpired and has a balance. A test card pays only for test orders, and a live card only for live ones.

Promotions is missing

Only owners and admins see it. The note at the top of the section names your role.

The dialog says another promotion has this code

Codes are unique across the organization, whatever their case. Choose another code, or delete the other promotion if no order used it.

A new automatic promotion cannot be turned on

The store already runs 50 automatic promotions. Turn one off first.

Delete promotion… cannot be selected

Orders used the promotion, so it can only be turned off.

A shopper's code is refused

The Store API gives the reason, such as that the promotion has ended or that the cart does not reach its minimum. Check the promotion's Status, its dates, its Currency and its conditions.

Turn on cannot be selected on a gift card

The card's balance is zero. Add to it with Adjust balance… first.

A gift card's code is lost

The store cannot show it again. Turn the card off, then issue a new card for its balance.

• Manage your store's customers
• Add and edit your store's products
• Change your store's settings

Promotions are under https://api.coritan.com/api/v1/orgs/{org_slug}/commerce/promotions and gift cards under /commerce/gift-cards. The API also makes the customer groups and collections that conditions point at, and gift card products the storefront can sell. Offer promotions and gift cards has the details.

curl "https://api.coritan.com/api/v1/orgs/acme/commerce/gift-cards?q=luka@example.com" \
  -H "Authorization: Bearer $CORITAN_TOKEN"