Coupons
A coupon is a promo code, such as WELCOME20, that gives a customer a discount at checkout. Open it from Clients & Billing → Coupons.
The problem it solves
Discounts bring in new customers: a launch offer, a partner deal, a "come back" message. Without coupons you would have to lower prices for everyone, or edit each customer's price by hand.
How it works
- You create a code and say how big the discount is and how long it lasts.
- You give the code to people.
- At checkout the customer types the code in the promo code box. Threadline checks it and shows the new price before they pay.
- When the payment succeeds, the use is counted.
Create a coupon
Click New coupon.
| Field | What to enter |
|---|---|
| Code | Letters, numbers, dashes and underscores. It is saved in capitals, so welcome20 and WELCOME20 are the same. |
| Type | Percent (a percentage off) or Fixed amount (a set amount off). |
| Amount | The percentage, or the amount. |
| Currency | Only for a fixed amount. The coupon only works for plan prices in this currency. |
| Lasts | First payment only, A number of months (1 to 36), or Forever. |
| Max uses | How many times it can be used in total. Empty means unlimited. |
| Expires on | An end date. Empty means it never expires. |
| Applies to | Tick the plans it works on. Tick none to allow every plan. |
| Enabled | Switch off to pause the code. |
The list
Each row shows the code, the discount and how long it lasts, how many times it is used (for example 12 / 100), which plans it covers, the expiry date and the status. Use the row menu to Edit or Delete. You can only delete a coupon that has never been used; to stop a used one, edit it and switch Enabled off.
What a customer can run into
When a code is refused, the customer sees a clear reason:
- That promo code is not valid.
- That promo code has expired.
- That promo code has been used the maximum number of times.
- That promo code does not apply to this plan.
- Your account has already used that promo code. (Each workspace can use a code once.)
- That promo code is for a different currency.
Gateways and coupons
| Gateway | What happens |
|---|---|
| Stripe | Works fully, including discounts that last several months or forever. |
| One-payment gateways (Razorpay, Paystack, Mollie and the others) | Each period is a separate payment, so only a first payment only coupon is accepted. A longer one is refused with a message asking the customer to choose another payment method. |
| PayPal | Promo codes cannot be used. PayPal plans cannot change price per customer. |
The discount comes off the price before tax is worked out. See Tax Rates.
Common questions
Can I change the code of a coupon people already used? It is better not to. Create a new one and switch the old one off.
A customer says the code does nothing. Check the plan, the currency, the expiry and the payment method they chose.