Are you looking to offer current or potential customers a discount? Chargify handles all of your coupon codes, discounts, and promotions with ease. Simply name the coupon, set your desired code for subscribers to use & and enter the discount. You even have the power to control the expiration date and how long the promotion runs for in conjunction with your products.

Chargify allows you to create both one-time and recurring coupons to give customers a discount.

  • Coupons are applied whenever a recurring charge is assessed.

  • Coupons can either be defined as a dollar amount subtracted from the total, or a percentage subtracted from the total, unless there are restrictions present on the coupon, in which case the amount will only subtract from discountable items (see Product / Component Restrictions.

  • If no restrictions exist, coupons will apply to the total of all charges, instead of just the base fee. This means that any setup fees and component charges will also be discounted by a valid coupon.

  • If a free trial exists, the coupon will not be applied until an amount is due at the end of the free trial.

  • Coupons are also applied to mid-period component allocations, however this does not count as a usage for coupons with a limit.

Note: For amount-based coupons, this can result in applying more credit than was intended. For subscriptions with an amount-based coupon, you may wish to manually calculate any mid-period component allocations and use a one time charge to avoid an additional discount being applied. .

Coupon Application Order

Please be aware that flat dollar-amount coupons apply discounts to subscription charges in the following order:

  • Initial/setup fees
  • Product Fees
  • Charges components

Creating a Coupon

Coupons are added to a Product Family from the Setup tab.

  • To create a new Coupon, click the “Create New Coupon” button.

  • Once a coupon has been created, it can be shared across all products in the family.

Deleting a Coupon

Deleting coupons isn’t supported, but what is supported is archiving coupons. Chargify gives the merchant the option to archive coupons that are no longer active in your account. By archiving coupons, you’re still allowed access to view older coupons. However, archived coupons can not be able to be applied to current subscriptions.

Archiving a Coupon

You may archive a coupon, which will disallow new Subscribers from using the coupon. However, the coupon will still honor remaining uses for customers who have already applied the coupon.

Step 1. Locate the coupon you wish to archive.

Step 2. Select ‘Archive’.

Step 3. You’ll be presented with a simple warning to ensure you understand the implications of archival.

Searching for a coupon

If you have many coupons in your Site, you may find it difficult to locate a specific coupon, or a specific coupon code. On the Setup tab of your site, locate the coupon section. Select View All Coupons. Enter the coupon code, subcode or name of coupon to locate a coupon.

Basic Coupon Fields

  • Internal Name: An internal name for the coupon. The name is not displayed to customers.

  • Coupon Code: The code that customers will enter to redeem the coupon. The code cannot contain spaces and must be comprised of uppercase letters, numbers and/or these special characters: “%”, “@”, “+”, “-“, “_”, and “.”. With these characters, a capitalized email address may be used as the coupon code. NOTE: You can add additional codes to the coupon once the coupon has been created.

  • Description: A description of the coupon that can be displayed to customers in transactions and on statements.

Discount Amount

You may either specify an integer (whole number) percentage discount, or a flat amount in US dollars and cents.

Note that if you enter a decimal amount for the percentage, it will be silently truncated (not rounded). For example, if you enter 5.5, it becomes 5%.

A flat amount coupon will be applied first to any initial/setup fees for the subscription, and then to the cost of the product and components.

Discount Limit

The Limit Discount option allows you to configure whether a coupon can exceed the amount due. Selecting the ‘Do not limit discount’ option will leave a negative balance on the subscription if the coupon amount is greater than the amount due.

For example, if I apply a $100 coupon to a $30 product, with the ‘Do not limit discount’ option selected, I will have a -$70 balance on my subscription. Otherwise, my balance would be $0.

Recurring Options

By default, a coupon is applied only to the initial payment at signup, or to the next recurring payment for an existing subscription. However, you can configure it to apply indefinitely, or for a certain number of renewal periods.

Expiration Date

If you set an Expiration Date, the coupon can no longer be added to subscriptions after the end of that day in your time zone. Recurring discounts, however, will continue to apply even after the expiration date.

Note that if you change the time zone for your site, coupons will continue to expire at midnight in the original time zone.

Conversion Limit

Use the Conversion Limit field to limit the number of times a coupon code can be used. Note that if you add additional codes to the coupon, this number will apply to each code separately.

Product / Component Restrictions

If you would like to limit a coupon to only apply to a specific product or component, you can restrict the coupon by selecting only the products / components that it should apply to. When nothing is selected, the coupon will be unrestricted and will apply to all current and future products / components.

Editing Coupons

Once you have created a Coupon, it will appear under the Product Family on the Products tab. You can make changes to the coupon by clicking the ‘Edit’ button to the right of the coupon.

If you alter the price of a coupon, it will not affect Subscribers to which the coupon has been previously applied to in Chargify. It should be noted that when you change pricing aspects, the altered coupon will only be applied to NEW subscribers.

You are not able to use the new coupon price on existing customers. Additionally, it will not extend the price or timing on existing customers.

Coupon Codes

Once a coupon has been created you can add additional codes to the coupon in order to make the code unique. These codes behave exactly like the main coupon code. However, they are generally un-guessable combinations of letters and numbers that you can distribute to customers to make your coupons more secure.

As an example, you can have a master coupon of 50OFF. Create a unique coupon code for that particular customer using their internal reference ID. Resulting coupon code could be reflected as 50OFFMM9280. This is a sure fire way to ensure coupon usage is corralled.

To add more coupon codes, click the ‘Manage Codes’ button for the coupon of your choice.

Next, enter the additional codes into the text box, with one coupon per line. Select Import Codes. To create codes, please enter no more than one code per line.

Once you have manually entered your codes, hit save and Chargify will confirm the codes that have been successfully added.

Deleting Codes

You can delete a code as soon as it is created by selecting ‘Delete’ under the options column while viewing the ‘Manage Codes’ page. This will immediately remove it from the your account. There is no way to undo this process.

Newer subscriptions will not be able to apply this code. Subscriptions created before the code was deleted will still retain the discount applied.

Creating a Subscription with a Coupon in the Admin Interface

To apply a coupon to a subscription, use the Coupon Code field on the new Subscription page. This is located at the very bottom of the page, under Options

Simply enter a valid coupon code and it will be applied instantly to the subscriber at signup.

Creating a Subscription with a Coupon in the Public Signup Page

Customers can also apply coupons through the Public Signup Page. However, you will first need to enable the coupon field to be shown on your Public Signup Pages. This is done in the “Public Signup Pages” section of the “Setup” tab. Select the check box for Display coupon field? under the corresponding Public Signup Page.

When a customer views the Public Signup Page, the first field displayed is the coupon field.

Coupon Validity

When a Subscriber is attempting to sign up, they will instantly receive notification if the coupon is valid. The amount discounted is also displayed to the subscriber.

If the coupon is invalid. The Subscriber will be notified that the coupon is invalid and cannot be located.

Product Changes and Upgrades/Downgrades

A coupon can only be added to a subscription to Product in the same Product Family, however if a migration (upgrade/downgrade) or a product change is done, the coupon may be kept on the subscription, even if the new product is in a different family.