coupon manager Action Automation For Workflows Documentation

Action Name: Create Coupon

1. Name

  • Input Required: Enter the patient’s chart number.

2. Code

  • Input Required: Enter the unique coupon code that customers will use.

3. Discount Type

  • Input Required: Specify the type of discount..

4. Discount Value

  • Input Required: Provide the value of the discount based on the selected discount type.

5. Start Date

  • Input Required: Select the date and time when the coupon becomes active.

6. End Date

  • Input Required: Select the date and time when the coupon expires.

7. Usage Limit

  • Input Required: Specify the maximum number of times this coupon can be redeemed.

8. Limit Per Customer

  • Input Required: Specify whether the coupon can be redeemed only once per customer.

9. Product IDs

  • Input Required: Select the products this coupon applies to.

NB: You can get this ID from the action Search Coupon By Code.

Action Name: Update Coupon

1. Coupon ID

  • Input Required: Provide the unique ID of the coupon you wish to update.

NB: You can get this ID from the action Search Coupon By Code.

2. Name

  • Input Required: Enter the updated descriptive name for the coupon.

3. Code

  • Input Required: Provide the updated unique coupon code that customers will use.

4. Discount Type

  • Input Required: Specify the updated type of discount

5. Discount Value

  • Input Required: Provide the updated value of the discount based on the selected discount type.

6. Start Date

  • Input Required: Select the new start date and time when the coupon becomes active.

7. End Date

  • Input Required: Select the new expiration date and time when the coupon expires.

8. Usage Limit

  • Input Required: Specify the updated maximum number of times this coupon can be redeemed.

9. Limit Per Customer

  • Input Required: Specify whether the coupon can still be redeemed only once per customer.

10. Apply to Future Payments

  • Input Required: Specify if the coupon should also apply to recurring or future payments based on duration or indefinitely, if applicable.

11. Config Type

  • Input Required: For subscriptions, this determines how long this coupon will apply once redeemed, irrespective of frequency.

12. Duration (Months)

  • Input Required: Enter the duration in months for which the coupon will be applied in a subscription

Action Name: Delete Coupon

1. Coupon ID

  • Input Required: Enter the unique ID of the coupon you wish to delete.

NB: You can get this ID from the action Search Coupon By Code.

Action Name: Search Coupon By Code

1. Code

  • Input Required: Enter the unique coupon code you wish to search for.