You can set advanced options for your promotion code. The Advanced Options section is available after you save your promo code. To access Advanced Options: Navigate to Options → Edit Advanced Options.
OR If editing an existing promo code, scroll down its page and open the collapsed Advanced Options section.
Misc
Roles Image Added This section allows you to include or exclude the promo code when a User is a specific Role(s). These Settings are based on whether they are trade customers (B2B), consumers (B2C) or both. - Applied To: Select the customer group: B2B, B2C or both.
- Roles: (For versions 4.31+) This allows you to further limit the selected customer group(s) at Role level. Add the targeted Roles. Click Add Role , then in the dropdown, select the Role. If another role is needed, repeat this step. IMPORTANT- For selection(s) to be valid, they must fall under the customer group added in 'Applied To'.
- Promo active for all roles excluding the ones listed above: If OFF, the added roles can use the promo code. If ON, the added roles cannot use the promo code.
Usage Limits You can limit the maximum number of times the promo code can be used. Leaving these limits at the default 0 = unlimited use by all. - User Usage Limit: limit the number of times an individual User can apply the promo code - Customer Usage Limit: limit the number of times an individual Customer Code can apply the promo code - Global Usage Limit: limit the total number of times the promo code can be used site-wide. - User List: (For versions 4.10+) You can also specify one or more users (comma-separated list) who can use the promotion code. NOTE - If one or more users are added, any user not in this list cannot apply the promo code to their order.
Messages Default messages to the user when they enter the promo code are set at the promotion code feature level. These can be overridden for this particular promotion here. If these are left blank, the defaults will be used. - Promo Code No Longer Applies Message: Notification displayed when the promo code previously successfully applied is no longer valid because the cart contents have been changed.
- Promotion Code Error Message: Notification displayed when the cart contents are not eligible for the promo code, e.g., the cart value is not high enough or the minimum quantity has not been reached.
- Promotion Code Applied Message: Notification displayed when the cart contents are valid for the promo code.
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