Giving Discounts to Your Customers
Firmhouse allows you to give discounts to your customers that apply to both initial and recurring payments. For example, you could offer a 20% discount on the first 3 months of a subscription, or a 10% discount on the first two orders.
How to give discounts
Discounts in Firmhouse work like this:
Create a discount
Apply it to a plan, to a customer, or create a discount code
1. Creating a discount
Click on "Discounts" in the sidebar. Here you can create, edit, activate and deactivate your discounts.
Creating a discount is straightforward. You give it an internal name, choose the discount percentage, and the amount of times a discount should apply.
Good to know: If you enable the option to Automatically apply to all customers, the discount will be applied to all new subscriptions. During this time, subscribers will not be able to apply an additional discount code. You can deactivate the automatic discount at any time.
2. Applying the discount
There are three ways to apply your newly created discount:
Applying manually to a customer (Firmhouse Checkout and Shopify Checkout): This is the most common way to apply discounts. Click on "Customers" in the sidebar and find your customer. Click on it to open the subscriber's detail page. Scroll down to "Applied discounts" and click on "Apply discount".
Automatic on a Plan (Firmhouse Checkout only): Go to "Plans" in the sidebar and edit the plan on which you would like to give a discount. Scroll down to "Discounts" and choose which discount should apply. If a customer signs up for that plan, the discount will be applied automatically.
Via Discount Codes at Checkout (Firmhouse Checkout only): If you want customers to get a discount on checkout you can create discount codes that your customers can enter. See Creating discount codes for more information. If you don't see the discount to apply, make sure the desired discount is activated and it's not set to automatically apply at checkout.
Using Shopify Checkout? If you're using Shopify Checkout instead of Firmhouse Checkout, you can configure checkout promotions directly in Shopify. See Discounts on Shopify Checkout for more information.
Editing a discount
To edit a discount, go to the Discounts view and click on Edit next to the discount you wish to edit. You can edit the Discount in % and Limit discount per customer to only if these two conditions are met:
The discount is deactivated.
The discount has not been applied to any subscriptions yet.
If the discount has already been applied to subscriptions, the only parameters you can edit are the Discount name and whether or not it's applied automatically. This is a design choice we made to maintain consistent information about a discount over time.
Deactivating a discount
If you don't need a discount anymore you can simply deactivate it. You can do that on the Discounts view by clicking on Deactivate next to the desired discount.
If you have any questions about discount codes don't hesitate to contact us!
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