Advanced Coupons

Note: This feature is currently in early access for certain plans of Zoho Billing. Reach out to our support team at support@zohobilling.com for further assistance.

Advanced Coupons in Zoho Billing allow businesses to create flexible, rule based discounts that go beyond simple flat rate or percentage offers. These coupons can be tailored to specific customers, products, or usage conditions, making them a strategic tool for running promotions, rewarding loyalty, or boosting customer engagement. By defining parameters such as redemption limits, eligibility criteria, and expiration dates, businesses can ensure that discounts are applied exactly where and when they are intended.

Enable Advanced Coupons

If your business requires more control over how discounts are applied, such as setting customer eligibility, discount preferences, or customer redemption limits, you can enable the Advanced Coupons feature.

Note: Enabling Advanced Coupons is a one-time action and cannot be undone. Once enabled, all coupons created will be migrated to advanced coupons and the feature will remain enabled even if you change your subscription plan.

Here’s how to enable Advanced Coupons:

Go to Settings.
Select Products under Product Catalog.
Mark Enable coupons with advanced features to enable Advanced Coupons.

You will receive a notification once the migration to advanced coupons is completed.

Create Advanced Coupons

Coupons will be available as a separate module once you enable Advanced Coupons, where you can create and manage your coupons.

To create advanced coupons:

Create a new coupon.
Enter the required details.
Navigate to the Applicability tab and enter the details in the following fields.

Field	Description
Applicable Products	Specify which products the coupon can be applied to. You can select specific plans and addons to associate with the coupon.
Eligible Customers	Specify the customers whom you want to apply this coupon to.

Note: Applicable Products can be specified only when the Discount Preference is chosen as Item-Level.

Navigate to the Validity tab and enter the required details.
Click Save.

Configure Multi-Currency Coupons

If your business has customers across multiple countries, you can configure a single coupon in multiple currencies to offer customers discounts in their currency, making it more relevant to their currency value.

Note:

Currency-specific discount values can only be configured when the Discount By is set to Flat Rate, and not percentages.

Scenario: Patricia runs an online learning platform that offers design courses to customers in different countries. As part of a seasonal promotion, she wants to offer a flat discount that needs to be applied in each customer's local currency. Patricia creates one coupon with currency-specific discount values: USD → $15 and INR → ₹1,000. Now, customers billed in USD receive a $15 discount; customers billed in INR receive a ₹1,000 discount.

How Multi-Currency Coupons Are Applied

When you apply a coupon to a subscription, Zoho Billing uses this priority order to determine the discount amount:

Priority	Condition	Outcome
Priority 1	A coupon is configured with the customer’s billing currency.	The discount amount for the customer’s currency is applied.
Priority 2	Coupon is not configured for the customer’s currency, but is configured with the organization’s base currency.	The base currency discount amount is applied.
Priority 3	Coupon is not configured for either the customer’s currency or the base currency.	The coupon cannot be applied to the subscription.

Example: A coupon is configured with the following values: USD → $5 and EUR → €10. The organization’s base currency is INR, but no INR discount value has been configured.

A customer billed in USD receives a $5 discount.
A customer billed in EUR receives a €10 discount.
A customer billed in INR, JPY, or any other currency not listed cannot use the coupon, because neither their currency nor the base currency has a discount value configured.

Adding Currency-Specific Discount Values

To configure discount amounts for multiple currencies in a coupon:

Go to Product Catalog and select Coupons.
Click + New in the top-right corner, or open an existing coupon to edit it.
Under Discount Details, set Discount By to Flat Rate.
In the Discount Value field, select a currency from the dropdown and enter the discount amount.
Click + Add Currency to add discount values for additional currencies.
To remove a currency-specific discount, click the Delete icon next to it.
Click Save.

The coupon applies the appropriate discount amount based on each customer’s billing currency.

What Happens When You Update a Currency’s Discount Value

When you update the discount amount for a specific currency on an existing coupon, the customers paying in that currency will receive the updated amount when the coupon is applied.

This change is reflected across all hosted pages where the coupon is used, any scheduled or end-of-term updates linked to the coupon.

Existing active subscriptions, however, continue using the discount value that was in place at the time of the original subscription and are not affected by the update.

Note: For organisations with calendar or consolidated billing configured, coupons applied to subscriptions in Future or Trial status are prorated based on the updated coupon value when the subscription goes live.

Additional Coupon Codes

Multiple additional coupon codes can be generated from a single primary coupon. These inherit all properties of the primary coupon except the coupon code and the maximum redemption count. This is useful for running bulk promotions while tracking redemptions individually.

To create additional coupons:

Go to Coupons under Product Catalog.
Select the coupon for which you want to create additional codes.
Navigate to the Coupon Codes tab.
Click + New dropdown and select how you want to create the codes.
- Create Codes Manually: Manually enter each coupon code along with its maximum number of redemptions.
- Generate Codes Automatically: Generate multiple codes in bulk by specifying a prefix, suffix, and the desired number of characters for each code.

Note:

If a prefix or suffix is not provided, it will be ignored.
The maximum redemption count of any additional coupon should not exceed that of the primary coupon.
If no maximum redemption count is specified for an additional coupon, it will default to one.

Copy Additional Codes

If you need to share coupon codes externally, you can copy them and distribute them through your preferred channels. To copy the generated codes:

Navigate to the Coupon Codes tab.
Hover over the code you want to copy.
Click the Copy icon next to it.

Delete Additional Codes

If certain codes are no longer needed or were added by mistake, you can delete them from your organization to keep your coupon list organized and up to date. To delete the additional codes:

Navigate to the Coupon Codes tab.
Hover over the code you want to delete.
Click the Delete icon next to it.
You can delete the codes in bulk by selecting the codes and clicking the Delete icon at the top.

Import Additional Codes

If you already have coupon codes generated externally, you can import them into your Zoho Billing organization instead of creating them manually to ensure consistency across your promotional campaigns. To import additional codes:

Navigate to the Coupon Codes tab.
Click the More icon next to Additional Codes.
Select Import to import additional codes into your organization.

Export Additional Codes

If you need to use existing coupon codes outside of Zoho Billing, you can export them from your organization to access and manage them externally. To export additional codes:

Navigate to the Coupon Codes tab.
Click the More icon next to Additional Codes.
Select Export to export additional codes from your organization.

Additional coupons can be applied only on hosted pages and are valid only when the primary coupon is active and has not reached its redemption limit. When an additional coupon is redeemed, it reduces the redemption count for both the additional and the primary coupons.

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