Discount Codes give you a flexible way to offer promotions, reward customers, and encourage future purchases. Whether you're running a studio-wide sale, offering discounts for a specific job, or providing a coupon for a customer's next order, Discount Codes help you create promotions that fit your business.

Workflow supports several types of Discount Codes, allowing you to tailor promotions for different sales and marketing goals.

In this article, you'll learn how to:

• Create and manage Discount Codes.

• Choose the right Discount Code type.

• Configure Discount Code settings.

• Create multiple Discount Codes at once.

• Set up Based-on Order Discount Codes.

• Attach Based-on Order Discount Codes to Price Sheets.

• Create product-specific Discount Codes.

Using Discount Codes helps you manage promotions while giving customers a simple way to save during checkout.

To manage Discount Codes:

1. From the Workflow homepage, select Shop.

2. Select Create Discount Codes.

You'll see a list of all Discount Codes created for your studio.

To create a new code, select the blue + New button.

💡 PRO TIP: Use descriptive code names and expiration dates to make promotions easier to manage throughout the season.

Workflow offers three Discount Code types, each designed for a different purpose.

Note: Discount Codes can contain up to 15 characters and are case-sensitive.

After choosing a Discount Code type, customize how it works.

Need multiple unique codes for a promotion?

Workflow allows you to generate multiple Global or Job Specific Discount Codes at once.

1. Enter the desired Number of Discount Codes.

2. (Optional) Add custom text before or after each randomly generated code.

Based-on Order Discount Codes reward customers after they complete a qualifying purchase.

Once earned, the code can be applied to a future order.

You can configure the code by:

• Entering your own code.

• Allowing Workflow to generate a random code.

• Automatically generating a code using Subject Data.

• Automatically applying the discount to the customer's next order.

If Auto-Populate on Next Order is disabled, customers will still see their available Discount Codes during checkout and can choose one manually.

Learn more about: Using Based‑On‑Order Discount Codes for Staff, Coaches, or Special Offers

After creating the Discount Code:

1. Open the desired Price Sheet.

2. Select the qualifying product.

3. Attach the Based-on Order Discount Code.

Note: Based-on Order discounts must not be inside a package. Discounts must be built as a stand alone product.

Example of correct set up:

When a customer earns a Based-on Order Discount Code, a new Discount section appears within their Subject Data.

From here, you can:

• View available Discount Codes.

• Expire a Discount Code before it's used.

During checkout, customers will see any available Discount Codes before completing their purchase.

If Auto-Populate on Next Order is enabled, the best available Discount Code is automatically applied.

If multiple auto-applied Discount Codes are available, Workflow automatically applies the one that provides the greatest savings.

Discount Codes can apply to either the entire order or specific products.

Order Discount Codes can be applied to:

• Entire Order

• Shipping

• Handling

Customers enter the Discount Code during checkout.

Product-specific Discount Codes only apply to selected products from your Price Sheets.

Each Discount Code applies to one qualifying product per order.

For example, if you're offering 50% off Digital Downloads, only one eligible Digital Download receives the discount.

Use the drop-down to choose from your active price sheets. You select multiple items from multiple price sheets for the discount code:

When creating your Discount Code:

1. Change Applied To from Order to Specific Product(s).

2. Select the qualifying products from one or more active Price Sheets.

Workflow allows you to select products across multiple active Price Sheets.

To see which products a Discount Code applies to:

1. Open the Discount Code.

2. Select the associated Price Sheet.

Workflow displays the qualifying items for that Discount Code.

• Discount Codes are case-sensitive.

• Discount Codes can contain up to 15 characters.

• Product-specific Discount Codes apply to one qualifying product per order.

• Based-on Order Discount Codes must be attached to stand-alone products and cannot be included in packages.

• Codes expire at midnight EST on the selected expiration date.

• If multiple auto-applied Based-on Order Discount Codes are available, Workflow automatically applies the one that provides the greatest value to the customer.

A: Global Discount Codes can be used across multiple jobs or job types, while Job Specific Discount Codes only work on the job you assign them to.

A: Yes. Batch creation allows you to generate multiple unique Global or Job Specific Discount Codes with optional custom prefixes or suffixes.

A: No. Based-on Order Discount Codes must be attached to a stand-alone product and cannot be included in a package.

A: Workflow automatically applies the Discount Code that provides the greatest savings to the customer.

A: Yes. Select Specific Product(s) when creating the Discount Code and choose the eligible products from your active Price Sheets.