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Creating a Coupon Code in Doplac CRM

Create Coupon Code in Doplac CRM

Are you looking to Offer Discounts to your customers?

This step-by-step guide will help you create, customize, and activate a coupon code in Doplac CRM with ease.


Step 1: Start Coupon Setup

  • Go to the "Billing" section in Doplac CRM and select "Coupons."
  • Click on "Create New Coupon."
  • Ensure your payment method (e.g., Stripe) is connected, as the coupon will be tied to this method.


Step 2: Enter Coupon Details

  • Give your coupon a name and write the coupon code.
  • Choose the discount type: percentage or fixed amount.
  • Enter the specific discount amount based on your selected type (e.g., 15%).


Step 3: Define Coupon Usage and Validity

  • Decide whether the coupon applies to all products/services or specific ones.
  • Set the usage duration: once, multiple months, or forever.

  • Set the expiration date and define how many times each customer can use the coupon (e.g., one-time use per customer).


Step 4: Finalize and Activate the Coupon

  • Review the details you’ve entered.
  • Click "Create Coupon" to activate your coupon.