Coupon Code Fields

Coupon code fields let respondents enter a discount code on your payment form to receive a fixed amount or percentage discount on their order. This guide covers how to add coupon fields, create codes, set limits, and track usage.

Adding a Coupon Code Field

The coupon code field works alongside your payment field. To add one:

1. Make sure your form already has a Payment field configured with Stripe.
2. In the field panel, find Coupon Code under the E-commerce category.
3. Click it or drag it onto the canvas, ideally just above the payment field.
4. Click the field to select it and open its settings.

The coupon code field displays a text input with an “Apply” button. When a respondent enters a valid code and clicks Apply, the discount is calculated and the updated total is shown on the payment field.

Creating Coupon Codes

You create and manage coupon codes in the coupon field’s settings panel. Click Manage Coupons to open the coupon management dialog.

To create a new coupon:

1. Click Add Coupon.
2. Enter a code — this is what respondents will type. Use short, memorable codes like SAVE20 or WELCOME10. Codes are case-insensitive.
3. Choose the discount type:
   • Fixed amount — A flat dollar amount off the total (e.g., $10 off).
   • Percentage — A percentage off the total (e.g., 20% off).
4. Enter the discount value — the dollar amount or percentage.
5. Click Save to create the coupon.

The coupon is immediately active and can be used by anyone who enters the code on your form.

Setting Usage Limits

Control how many times a coupon can be redeemed to prevent overuse:

• Total redemptions — Set the maximum number of times the code can be used across all respondents. Once this limit is reached, the code becomes invalid. Leave blank for unlimited use.
• Per-person limit — Restrict how many times a single person can use the code. This is tracked by email address if your form collects one, or by IP address otherwise.

When a respondent tries to apply a code that has reached its usage limit, they see a message like “This coupon code has expired or reached its usage limit.”

Expiration Dates

Set an expiration date to make a coupon valid only for a limited time. In the coupon settings:

• Start date (optional) — The date and time when the coupon becomes active. Leave blank to make it active immediately.
• End date (optional) — The date and time when the coupon expires. After this date, respondents will see an “expired” message when they try to apply the code.

Time-limited coupons are great for flash sales, seasonal promotions, and event-based discounts.

Applying Coupons to Order Totals

When a respondent enters a valid coupon code and clicks Apply, the form recalculates the order total in real time:

• The original price is shown with a strikethrough.
• The discount amount is displayed as a line item.
• The new total is highlighted so the respondent sees exactly what they will be charged.

For percentage discounts, the discount is calculated on the current order total. If your form has calculation fields that compute the total, the coupon discount is applied after those calculations.

Respondents can remove an applied coupon by clicking the “Remove” link next to the discount line item, which restores the original price.

Tracking Coupon Usage

Monitor how your coupon codes are performing from the coupon management dialog:

• Times used — How many times the code has been successfully redeemed.
• Total discount given — The cumulative dollar amount discounted across all redemptions.
• Status — Whether the coupon is active, expired, or maxed out.

In individual response records, you can see which coupon code was used, the discount type, and the discount amount applied. This data is also included when you export responses to CSV or send them to integrations.

Bulk Creating Codes

When you need many unique codes (for example, one per customer or one per event attendee), use the bulk create feature:

1. In the coupon management dialog, click Bulk Create.
2. Set the discount type and value that all generated codes will share.
3. Enter the number of codes to generate (up to 500 at a time).
4. Optionally set a prefix for the generated codes (e.g., “VIP-”). Each code will be the prefix followed by a random alphanumeric string.
5. Set usage limits and expiration dates that apply to all generated codes.
6. Click Generate. The codes are created and you can download them as a CSV to distribute to your customers.

Bulk-created codes appear in the same coupon list and can be individually edited or deactivated after creation.

Best Practices

• Use clear, easy-to-type coupon codes. Avoid ambiguous characters like 0/O and 1/l.
• Always set either a usage limit or an expiration date to prevent codes from being shared and used indefinitely.
• Test your coupon codes by previewing the form and applying them before sharing the form publicly.
• For high-value discounts, use unique per-person codes generated through bulk create to prevent sharing.
• Place the coupon code field above the payment field so respondents see the discount before entering their payment details.
• Monitor coupon usage regularly and deactivate codes that are no longer part of an active promotion.