Use Discount Codes to Drive Revenue in Captura Workflow

Create smarter offers, automate incentives, and make more from every job

In Captura Workflow, discount codes aren’t just promotions—they’re tools to help your studio:

Increase participation
Boost average order value
Automate follow-up sales

👉 When used strategically, discount codes help you make more—without adding manual work

Phase 1: Create Standard Discount Codes

Drive promotions, test workflows, and increase conversions

Standard discount codes are ideal for:

Seasonal promotions
Flash sales
Testing your shop before launch

Step 1: Navigate to Discount Codes

Go to:
Shopping Cart → Create Discount Codes → New

Step 2: Define Your Code

Setting	What to Do	Why It Matters
Code Name	Enter customer-facing code (e.g., SPRING20)	This is what customers will enter
Character Limit	Max 15 characters	Prevents errors during setup
Case Sensitivity	Codes are case-sensitive	Must match exactly at checkout

⚠️ Important:
Make codes simple and easy to type to reduce customer errors.

Step 3: Set Usage Rules

Setting	Options	Why It Matters
Uses Allowed	Single-use or Unlimited	Controls how widely the code can be used
Minimum Order	Set required cart value	Prevents discounts on very small orders

⚠️ Important:
Minimum order cannot be $0
→ Use $0.01 if you want the code to apply to all orders

Step 4: Configure Value & Scope

Setting	Options	Why It Matters
Discount Type	Percentage or Fixed Amount	Controls how savings are applied
Apply To	Entire order or specific products	Allows targeted promotions

👉 Targeted discounts help protect margin while still increasing sales

Step 5: Schedule Your Code

Setting	What to Do
Start Date	Defaults to “now”
Expiration Date	Set clear end date to create urgency

👉 Time-bound offers drive faster purchasing decisions

Phase 2: Automate Sales with Shop Credit (BOO Workflow)

Turn one purchase into the next one automatically

The Based-on Order (BOO) workflow automatically generates a credit for a customer’s next purchase after they complete a qualifying order.

👉 This is one of the most effective ways to increase repeat purchases

Step 1: Create a BOO Discount Code

Follow the same setup as above, but:

Setting	Recommendation	Why It Matters
Type	Select Based-on Order	Enables automatic credit
Code Format	Use randomized codes	Prevents sharing and misuse
Usage	Single-use	Ensures one credit per customer

👉 This keeps your incentives controlled and secure

Step 2: Create a Trigger Product

In Designer, create a product that activates the credit.

Recommendation	Why It Matters
Use a non-print product (e.g., “Pre-Order Credit”)	Keeps workflow clean
Place in a non-print category	Avoids unnecessary lab processing

👉 This product acts as the bridge between first purchase and future credit

Step 3: Attach the Code to Your Price Sheet

Open your Price Sheet
Select the product or package that qualifies
Attach the BOO discount code

👉 This defines what purchase triggers the credit

Step 4: Let the Ecosystem Do the Work

Once a customer completes the qualifying order:

A credit is automatically generated
It is applied to their next order
No manual steps required

👉 This creates a seamless experience—and drives additional revenue automatically

Key Recommendations & Guardrails

Test Before You Launch

Action	Why It Matters
Create a $0 test code	Validate products and workflows
Submit a test order	Catch issues before customers do

👉 Testing prevents costly mistakes later

Choose the Right Scope

Type	When to Use
Global Codes	Apply across all jobs
Job-Specific Codes	Target a single event or school

👉 More control = more strategic promotions

Understand BOO Limitations

One credit per qualifying order
Not supported for Standard (non-subject) jobs

👉 Plan your workflow accordingly

Product-Specific Discounts

Typically apply to one item per order

👉 Use this to guide customers toward specific products

What This Unlocks

When discount codes are used effectively:

You increase participation
You drive higher order values
You automate repeat purchases

👉 More revenue. Less manual effort.

Final Takeaway

Discount codes aren’t just discounts—they’re growth tools.

When you:

Create clear, targeted offers
Automate follow-up incentives
Test before launching

👉 You turn simple promotions into a system that helps your studio make more.

Create Discount Codes