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.