Add a promo code field to your website’s shopping cart or payment form

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caleb
caleb

Caleb Smith

Product Marketer


“You can now create promo codes in your CRM system and add a field for them right to your website’s shopping cart or payment form. When a customer applies a code, the system automatically validates it and updates the total amount with the relevant discount.

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This will help you do the following:

    • Boost sales. Allow customers to unlock discounts during checkout to speed up purchases and increase revenue.
    • Tailor promo codes for diverse audiences. Build smarter discounts for newcomers, long-time customers, and those needing a little nudge to purchase.
    • Create urgency without losing profit. Add expiration dates or usage limits to your promo codes to make them more appealing and encourage customers to take action.
    • Get a full picture of your promo codes’ performance. Track your promo codes in the “Payments” tab, CRM deals, and contact cards to scale your most efficient offers.

    A must-have feature to help you make the most of Black Friday, Cyber Monday, and the year's busiest season.

    Create your first promo code in no more than 2 minutes

    1. In your CRM system, go to the “eCommerce” tab → “Promo codes,” and click “Add promo code.”
    2. Type in a custom promo code or generate one automatically, and set a fixed or percentage discount.
    3. If needed, limit your code's validity and usage count, and save it.
    4. Navigate to your website’s shopping cart or payment form’s additional settings, add a promo code field, and choose from the available codes.
    Create a promo code
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    If you need help with setup or have any other questions, contact our tech support team — we're in touch 24/7.

    Best regards, Caleb Smith
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