Managing Discounts on Jumper.ai
Who doesn't like getting a sweet deal on the products they buy - discounts is one such way to wow the customers. It works both manual and automatic! Depending on the setup you have in mind, best results can be achieved through and through.
This article will walk you through how to add and manage discounts on Jumper.
1. To start adding discounts, go to Store > Discounts in the menu.
2. Now click on Add new discount.
3. First, let's set up a Discount code (Master code) for your discount, which will be displayed for your customers, it can also be shared with your selected group of customers directly.
Description - Add a description(try to keep it short) for your discount or you can simply skip it. Description is a note for yourself and your team to keep a track of what the discount offers and pull out the details when required.
4. Next you need select a Discount type for your discount from the dropdown, you will find 3 types of discount i.e. Automatic, Manual & Agent only.
Automatic: Automatic discounts are applied in run-time giving your customers the WOW moment. These types of discounts are applied to all orders or items if conditions are met.
Manual: Manual discounts have to be keyed in by the customer to avail it - leverage this for your customers to share with their peers. In this type of discount a customer has to enter a coupon code during checkout, which is then validated.
If you choose Manual type for the discount, once you have Saved the discount after adding the details then click on edit discount, you will get an option to upload a list of unique codes in CSV / TSV file format for your discount, which will be limited to single use for an order. Download the sample file by clicking here as shown in the below image.
Make sure you do not store any duplicate values, as the uploaded file will be checked for unique codes.
Once uploaded, the number of added codes will be shown via Export Coupons option, where you can download the file of your uploaded unique codes, which will also show you details for your uploaded codes and their status under columns such as - Coupon Name, Locked Status , Reference ID & Order ID.
Note: All uploaded codes are to be unique and to be applied only once.
Unlike the Master code, a unique code gets locked as soon as it is applied by a customer, irrespective of the order being completed. If it’s applied to the cart and the order is not completed, the discount code will remain locked and no other customer can apply for it.
(Note: Master code can always get applied for all orders if the conditions are met as it's not a unique code.)
Agent only:This type of discounts can be applied at the discretion of agents.
Conditions are disabled forAgent only discounts such as minimum or maximum Order amount, Limit to items & Apply on shipping.
These type of discount can be availed for customer via Two methods -
First method is via Live Chat, where an agent can Create an Order in the Actions panel of the customer and avail the discount by selecting the discount option.
Second method is via generating and sharing a checkout link for an order in Orders>>Create Order to avail the discount for your checkout link. Know more about how to Create Order here.
No amount, product conditions to be set for agent-only discounts
Note: Agent only discount can’t be applied on shippings. The option to select apply discount for shipping is disabled on this type.
5. Next you have to set a Validity for the discount, which can be filtered by Timezone, Days, Date & Time.
Date: Here you need to specify a Start date & End date from when the discount can be validated for the orders. In case you do not want to put an end date for your discount, just click on the check box as marked on the End date section.
Timezone: Here, you can select a region for your discount to be applied on. Discounts are applicable to region specific. If you manage your store for multiple regions, you can create multiple discounts.
Days: Here you need to select the days which you want the discounts to be valid on, if you want the validity to last for all days, just click on the Select all option, it will auto mark all the days for your discount to be valid.
Time: Here, you can add a time frame for your discounts to work.
By adding a Start time & End time, you can limit the time to avail the discount for your customers, the following discount will only work in between the specified time.
If you do not wish to add a time frame, mark on the checkbox 24 hrs, then your coupon will be valid without any restriction of time for the customers.
6. Under Conditions, you can set filters such as the Minimum & the Maximum amount under which the discount can be availed, you can also set Limit to items (Products,Sets) for the discount by Including or Excluding certain items.
To set a Minimum & the Maximum amount for your discount, simply add an amount in both the respective fields as shown below. You can skip this if you do not wish to set any Minimum & Maximum amount for your discount.
Excluding items (products/sets)
To Exclude products/sets from your discount, select the All items option in the Limit to items section, then click on Select.
Here, you will find a pop-up where you can search and select the products/sets which you want to be excluded from the discount.
Once you select the products/sets, then click on Add selected items to list button.
After selecting the items, you can view them simply by clicking on View selected items. All your selected items will be excluded from the discount.
Including items (products/sets)
To Include only particular products/sets for your discount, select the Selected items option in Limit to items section, then click on Select & follow the same steps as Exclude items to add products/sets, on which you want the discount to be applicable.
7. In the Discount section, you need to specify the type of discount which can be applied for the customer’s order. You will find 3 types of discount options which can be applied on the orders - % OFF , Flat OFF & FREE ITEM.
% OFF (percentage Off)
In % OFF discount type, you can declare a Off percentage(e.g. 5%) for your discount which will be applied on the customer’s order, you can also set an Order level or Item level for your discount.
In the Flat off discount type, you can declare an Off amount, the amount will be applied as flat Off on the customer's order summary.
Here as well Apply Discount at option is enabled where you can set an Order level or Item level for the discount.
In the Free item discount type, you can select one or multiple products from your list of added products, to be attached as a free item for the customer’s order.
To select free items for your discount, click on the Select button in Select free items, you will find a pop-up where you can search for your products, then click on the checkbox as marked and provide the quantity for the selected products.
Note: Although there is no limit for adding quantity on free items (products), it is recommended to add quantity(for free items) according to the product’s stock availability.
Once you have selected your products click on the Add selected items to list button.
You can view your selected products, simply by clicking on View selected free items, where you will find the added list of products in a pop-up.
To remove any of the products from the list of free items, click on the Remove option for the product in pop-up.
Once you have selected your products for Free item, below you need to declare the maximum number of products that a customer can select out of the added free items.
For example you have added 3 free items and you want your customers to select any 2 out of 3 items, then you need to specify 2 as the Maximum quantity allowed for your customers.
Order level & Item level
In Order level, the % (percentage) of discount will be applicable on the shipping amount, while in Item level, the % (percentage) of discount will be applicable on added Items (Products).
Applying Discount on Shipping
Here, you will find an option to enable or disable discounts on shipping under Apply on shipping, simply by selecting either of the options Yes/No.
If you wish to enable discount on shipping amount and select Yes for Apply on shipping, then the Apply Discount at option will be disabled, by default the discount will be set for shipping amount only.(which is Order level discount).
(Note: Apply on shipping is disabled for Free item.)
Declaring Off Percentage & Amount for Discount
For % OFF type discount, you need to add an Off Percentage (e.g. 5%) for the discount following the Maximum off amount which can be redeemed in a customer’s order. (e.g. If you add an amount of 50, the maximum discount limit on the order will be set for an amount of 50.)
For Flat OFF type discount, you need to add a flat off amount (e.g. 50) for the discount, which will be directly applied for the customer’s order.
(Note: For Free item type discount, the Off amount option is disabled.)
8. In Other settings, you will find a toggle button for enabling & disabling options such as Stackable, Unlimited Codes? & Limit usage per customer.
Stackable : Stackable discounts are the discounts which allows a customer to apply multiple discounts for a single order, only if the conditions are met.
Enabling this option will put the discount under stackable discounts, while disabling it will put the discount under non-stackable discounts.
Below is an example of a stacked discount where 2 of the stackable discounts are being applied for the customer’s order.
Note: You can view stackable and non-stackable discounts while creating an order.
Unlimited Codes? : Enabling this option will allow customers to redeem discount codes an unlimited number of times.
Disabling the option will limit the discount code usage for the number specified in the Limited uses field.
For example if you specified 30 Limited uses for the discount, the first 30 applied discount orders will be valid, post 30 orders, the order discount will be invalid for the customers.
Limit usage per customer : Enabling this option will limit the discount usage per customer. If disabled a customer can redeem the discount for multiple orders.
You can also add a Custom limit for the discount per customer by adding the number of Custom limits in the input field. For example if you add a limit of 3 for Custom limit, then a customer will be able to redeem the discount for a maximum of 3 orders only.
9. Once you are done adding all the details for your discount, simply click on Save discount, which will save your added discount details.
10. On the Discounts page you will find an option to Activate & Deactivate your discount under ACTIONS. You can check your status for the discount under ACTIVE column.
You will also find other details for your discounts such as Validity, Condition, Type of discount, Master code, etc.