Coupon Code/Promo Code
Background
The Marketing team would like to run an End of Financial Year (EOFY) sale on CPR courses. They plan to create a coupon code EOF10 to offer customers a 10% discount exclusively on CPR courses, excluding all other courses. This example is for demonstration purposes only. In practice, the same coupon code can be configured to apply discounts to any products of your choice.
Overall process
The overall process is outlined below. Detailed steps with screenshots will be provided in the following section.
Create the Promo Codes & Discounts in Salesforce.
Sync the coupon to the website.
Customers can begin using the coupon during checkout.
Step1 Create Promo Codes & Discounts in Salesforce
Go to Promo Codes in Salesforce and create new Promo Codes
Add Product to this PromoCode
Step2 Sync to Website
By default, the website automatically syncs coupon codes from Salesforce once per day.
In this article, for demonstration purposes, we will show how to perform this sync manually.
Check the Coupon Code after sync
Please enable this Coupon Code after the initial sync has been completed. This will only need to be done once.
Before using Coupon Code
Using Coupon Code
Financial Integration
On the website, the correct discounted price is displayed to the end user, and the customer is charged the accurate amount. The pricing information remains consistent when synced to Salesforce.
In Salesforce, an Opportunity that includes a Promo Code will display two products:
The course the customer booked, with a positive unit price.
The Promo Code, shown as a separate product with a negative unit price, reflecting the discount applied.
In the financial system, the Promo Code will appear as a negative value against the booking on the invoice, as shown in the following screenshot.
