Add Coupon Field

Paymattic offers a powerful Coupon feature that allows you to create and manage discounts for your payment forms. This article will guide you through setting up coupons in your WordPress site with Paymattic.

Prerequisites

The Coupon field is a premium feature. You'll need the Paymattic Pro Plugin to use this functionality.

Creating Coupons

Step 1: Access Coupon Settings

1. Go to Settings from the Paymattic Navbar
2. Click the Coupons tab from the left sidebar
3. Click the + Add New Coupon button

Step 2: Configure Coupon Settings

Fill in the coupon details in the following sections:

Basic Information

1. Coupon Title:

   • Enter a descriptive name for your coupon
   • This helps you identify the coupon in your dashboard

2. Coupon Code:

   • Enter the code customers will use (e.g., "SAVE20")
   • Only letters and numbers are allowed

Discount Configuration

1. Discount Type:

   • Percentage: Discount as a percentage of the total
   • Fixed Amount: Specific amount off the total

2. Discount Amount/Percent:

   • Enter the discount value
   • Use whole numbers for percentages

3. Minimum Purchase Amount:

   • Set minimum spend requirement (optional)
   • Leave blank for no minimum

Usage Limits & Expiration

1. Limit per User:

   • Set usage limit per email address
   • Leave blank or enter 0 for unlimited use
   • Email-based tracking

2. Valid Date Range:

   • Start Date: When the coupon becomes active (optional)
   • End Date: When the coupon expires (optional)
   • Format: YYYY-MM-DD

Additional Settings

1. Form Restrictions:

   • Select specific forms for the coupon
   • Leave blank to allow on all forms

2. Status:

   • Active: Coupon is ready to use
   • Inactive: Temporarily disable the coupon

3. Stackable:

   • Enable to allow combining with other coupons
   • Disable for exclusive use

Step 3: Save Your Coupon

Click the Save Coupon button to create your coupon.

Adding Coupon Field to Forms

Follow these steps to add the coupon field to your payment forms:

Step 1: Access Form Editor

1. Go to All Forms from the Paymattic Navbar
2. Find your target form
3. Click the Pencil/Editor icon

Creating New Forms

If you don't have a form yet:

• Create a Form from Scratch
• Use Form Templates

Step 2: Add Coupon Field

1. Click the Plus Icon to add a new field

2. Under Donation & Product Fields, select Coupon

Pro Feature

Remember that the Coupon field requires the Paymattic Pro Plugin.

Step 3: Save and Preview

1. Click Save to apply your changes
2. Use the Eye Icon to preview your form

Preview

Here's how the coupon field appears in your form:

Best Practices

1. Use memorable but secure coupon codes
2. Set clear expiration dates
3. Test coupons before sharing
4. Monitor usage patterns
5. Consider seasonal or special event coupons

Important

Always test your coupons in a test environment before making them available to customers.

Need Help?

If you have any questions, concerns, or suggestions, please contact our @support team. We're here to help!