> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Coupons — discount codes and promo codes in HoopAI

> Create percentage and fixed-amount coupon codes for order forms, checkout pages, and recurring subscriptions in HoopAI.

<div style={{position: "relative", paddingTop: "56.25%", marginBottom: "1.5rem"}}>
  <iframe src="https://player.mediadelivery.net/embed/622351/c9eb04f5-3097-4913-a1be-4e4b19ec875c?preload=true" loading="lazy" style={{border: "none", position: "absolute", top: 0, height: "100%", width: "100%"}} allow="accelerometer; gyroscope; autoplay; encrypted-media; picture-in-picture" allowFullScreen={true} />
</div>

Coupons let you offer discounts on your products and services — whether as percentage-off promotions, fixed-amount discounts, or special pricing for subscription plans. You can create coupon codes for use in two-step order forms, one-page checkout, and recurring subscription billing.

Navigate to **Payments → Coupons** to get started.

<Frame caption="The Coupons dashboard showing active coupon codes, usage, and expiry dates">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/CS0bauo8Tbx8zu0U/images/payments-coupons-overview.png?fit=max&auto=format&n=CS0bauo8Tbx8zu0U&q=85&s=b7958a397c39f423162339489ab91f4a" alt="Coupons overview" width="1648" height="570" data-path="images/payments-coupons-overview.png" />
</Frame>

## Creating a coupon

<Steps>
  <Step title="Start a new coupon">
    Go to **Payments → Coupons** and click **+ Create Coupon**.
  </Step>

  <Step title="Name the coupon">
    Enter a **coupon name** for internal reference — used to identify the coupon in your dashboard and reports. Names do not need to be unique, but unique names are recommended for easier management.
  </Step>

  <Step title="Set the coupon code">
    Enter a **coupon code** that customers type at checkout (e.g., `SAVE20`, `WELCOME10`). Codes are case-insensitive and automatically converted to uppercase. Only alphanumeric characters are supported — no spaces or special characters.

    Click **Generate** to have the platform create a random 7-character alphanumeric code for you.
  </Step>

  <Step title="Choose the discount type">
    Select one of:

    * **Percentage** — deducts a percentage of the order total (e.g., 20%)
    * **Fixed amount** — deducts a flat dollar amount regardless of order size (e.g., \$15 off)

    The discount value must be greater than 0.
  </Step>

  <Step title="Set the validity period">
    Enter a **Start Date** — the date the coupon becomes active. Optionally set a **Start Time** for precision (e.g., active from 00:01 on a specific day).

    Set an **End Date** and **End Time** to create a time-limited promotion. After the end date, the code becomes invalid and customers see an error if they try to apply it.
  </Step>

  <Step title="Configure usage limits">
    * **Limit total uses** — cap the total number of redemptions across all customers
    * **Limit to one use per customer** — prevent the same customer from using the code more than once
  </Step>

  <Step title="Restrict to specific products (optional)">
    By default, a coupon applies to any product. Enable **Apply to specific products** and select the products the discount is valid for.
  </Step>

  <Step title="Save">
    Click **Create**. The coupon is now active and ready to use.
  </Step>
</Steps>

***

<Frame caption="Creating a coupon — set the code, discount type, validity period, and usage limits">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/wwsLp7XUMAI9CtMc/images/payments-subscriptions-create-1.png?fit=max&auto=format&n=wwsLp7XUMAI9CtMc&q=85&s=405674661beb0a75bab403347246fa88" alt="Create coupon" width="1586" height="240" data-path="images/payments-subscriptions-create-1.png" />
</Frame>

***

## Using coupons in two-step order forms

Two-step order forms separate the contact information step from the payment step, giving you a chance to capture leads even if they don't complete checkout. Coupons can be applied at the payment step.

<Steps>
  <Step title="Enable coupon field on the order form">
    In your order form builder (under **Sites → Funnels** or **Sites → Order Forms**), add the **Coupon** field to the payment step.
  </Step>

  <Step title="Customer applies the code">
    At checkout, the customer enters their coupon code in the field and clicks **Apply**. The discount is applied and the order total updates instantly.
  </Step>

  <Step title="Verify and complete purchase">
    The customer reviews the discounted total and completes their payment.
  </Step>
</Steps>

<Tip>
  Include the coupon code directly in your marketing emails or SMS messages to reduce friction — customers can copy and paste it into the checkout field.
</Tip>

***

<Frame caption="Subscription coupon — apply recurring discounts for once, multiple months, or forever billing cycles">
  <img src="https://mintcdn.com/hoopai-84ec0cdc/wwsLp7XUMAI9CtMc/images/payments-subscriptions-overview-1.png?fit=max&auto=format&n=wwsLp7XUMAI9CtMc&q=85&s=36f5467a615cd30c050cc9782c1eacd3" alt="Subscription coupon" width="1575" height="645" data-path="images/payments-subscriptions-overview-1.png" />
</Frame>

***

## Coupon codes for subscriptions

Subscription coupons let you offer discounted pricing on recurring plans — useful for introductory offers, loyalty discounts, and win-back campaigns.

<Steps>
  <Step title="Ensure you have a recurring product">
    Go to **Payments → Products** and confirm the target product has a **Recurring** pricing type configured with the correct billing interval.
  </Step>

  <Step title="Create the coupon">
    Go to **Payments → Coupons** and click **+ Create Coupon**. Fill in the name, code, discount type, and validity dates.
  </Step>

  <Step title="Enable recurring payment application">
    Toggle on **Apply coupon to recurring payments**. This ensures the discount applies automatically on each billing cycle — no manual intervention needed.
  </Step>

  <Step title="Set the duration">
    Choose how long the discount applies:

    * **Once** — discount applies only to the first billing cycle
    * **Multiple months** — enter the exact number of months the discount will apply
    * **Forever** — discount applies to every billing cycle indefinitely
  </Step>

  <Step title="Restrict to a specific subscription product (optional)">
    Enable **Apply to specific products** and select the subscription product from the dropdown to limit the coupon to that plan only.
  </Step>

  <Step title="Save and add to your funnel">
    Click **Create**. Then go to the funnel where your subscription is sold. In the funnel step settings, enable **Enable Coupon Codes** so customers can apply the code at checkout.
  </Step>
</Steps>

<Note>
  Subscription coupons require Stripe Connect. The coupon is applied at the Stripe subscription level and renews automatically for the configured duration.
</Note>

### Viewing applied coupons

After a subscription order is placed, you can verify the coupon was applied in two places:

* **Payments → Orders** — click the three-dot menu next to the order and select **View Order**. The order details show the applied coupon.
* **Payments → Subscriptions** — click the three-dot menu next to the subscription and select **View Subscription** to see coupon details in the subscription record.

***

***

## Managing coupons

The coupons dashboard shows:

* Coupon name and code
* Discount type and value
* Usage count vs. usage limit
* Expiry date
* Status (active or expired)

Click on any coupon to edit its details, adjust limits, or deactivate it.

***

***

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Can I apply multiple coupons to one order?">
    No. Only one coupon code can be applied per order at checkout.
  </Accordion>

  <Accordion title="Can I give a coupon to a specific contact only?">
    Set **Limit total uses** to 1 and share the code exclusively with that contact. Alternatively, create a unique code per customer for more control.
  </Accordion>

  <Accordion title="Can coupons be used with payment plans?">
    Yes. If you apply a coupon to an invoice or order that has a payment plan, the discount is reflected in the first installment or spread across all installments depending on configuration.
  </Accordion>

  <Accordion title="What happens when a coupon expires?">
    After the expiry date, the code becomes invalid. Customers who try to apply it will see an error message at checkout.
  </Accordion>

  <Accordion title="Can I track how many times a coupon has been used?">
    Yes. The coupons dashboard shows the total redemption count for each coupon. Click into the coupon for a detailed usage log.
  </Accordion>

  <Accordion title="Can I create a coupon that is only valid for new customers?">
    The platform does not have a native "new customers only" rule. To achieve this, create a single-use coupon (limit total uses to 1) or use unique per-customer codes, and distribute them only to new contacts through a targeted workflow or campaign.
  </Accordion>

  <Accordion title="Do coupon codes work on payment links?">
    Yes. When creating a payment link, enable the **Allow coupon codes** option in the Options panel. A coupon field will appear on the checkout page and customers can enter any valid, active coupon code.
  </Accordion>
</AccordionGroup>
