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Coupon Rules


Coupon rules drive the couponing functionality in Nimble AMS and Community Hub. They are linked to the overall Coupon product, which can be assigned an inventory value for tracking purposes. They also contain Coupon Code detail, including Discount RateDiscount PercentageMaximum DiscountStart DateEnd Date, Days Valid, and Application Method.

The Application Method field on Coupon Rule controls whether the coupon applies to all applicable products or only the one with the highest price (“All” or “Highest Only”). Configure the feature by following the steps here.

  • All - applies the discount to all the products that qualify for the discount.
  • Highest Only - if the coupon code is related to a specific product, and there is more than one of that product in the cart, the coupon code is applied to the product with the greatest cost. 

Staff users can manually assign a coupon code to a rule or can choose to automatically generate a code based on the specified criteria. The code that is generated is what is given to Community Hub users to be entered at checkout.

Note

If you have enabled Salesforce multi-currency, Salesforce introduces the Currency field on all object layouts within your org. 

While creating a new Coupon Rule record make sure to select the Currency field value that matches the Currency field value on the linked Coupon Product record. If the Currency field value of the Coupon Rule and the Coupon Product record do not match, then it throws an error.

Also, once the record is saved, you will not be allowed to edit the value of the Currency field.

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Creating Coupon Rules Staff View Guide (external)


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