Surfaces, roles and current terminology

Permissions, settings and activation

• Grant only list/create/edit permissions needed for marketing staff.
• Verify percentage versus fixed amounts, minimum carts, course targets, and expiry.
• Test the final cart total before announcing a code.
• Disable or expire codes promptly when a campaign ends.

Core workflows

Publish a discount code

1. Open Discount Codes and create a code with unique string, value, and schedule.
2. Set eligibility for users, courses, or products as required.
3. Save and apply the code on a test cart that should qualify.
4. Confirm the discounted total and that non-eligible carts reject the code.

Retire or fix a bad code

1. Identify codes that over-discount or conflict with special offers.
2. Deactivate or shorten the end date.
3. Recalculate an affected test cart.
4. Communicate the replacement offer if the campaign continues.

Result states

• Success: Eligible carts accept the code once and show the expected total.
• Pending: The code is scheduled for a future window or saved inactive.
• Denied: The code is expired, exhausted, ineligible, or the staff role cannot manage discounts.
• Error: Stacking conflicts or validation errors produce wrong totals; disable the code until corrected.

Related guides

• Special Offers
• Cart Checkout and Payments
• Marketing Overview
• Marketing Operations