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Installing Coupon Code Generator

 

To install the extension follow the instructions below:

1. Backup your web directory and store database

2. Download Coupon Code Generator installation package

 3. Upload contents of the Coupon Code Generator installation package to your store root directory

 4. In SSH console of your server navigate to your store root folder:

cd path_to_the_store_root_folder

run:

php -f bin/magento module:enable Aheadworks_Coupongenerator

then:

php -f bin/magento setup:upgrade

after:

php -f bin/magento setup:static-content:deploy

5. Flush store cache; log out from the backend and log in again

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Make sure the installation is done from under the FTP administrator account. Otherwise make sure to set 775 permissions to the store root directory after the extension is deployed.

 

 


Introducing Coupon Code Generator

Coupon Code Generator extension introduces simple and convenient way of issuing coupon codes:

  • Email delivery options;
  • Individual expiration dates;
  • Coupon use statistics.

The extension enhances the process behind managing and creating coupon codes. With the help of pre-defined email templates, variables and rules, the coupon codes can be generated and sent to a particular customer or customer group in few clicks.

Coupon codes usage allows for the sales campaign tracking and issued coupon codes management.

 


Getting Around

Coupon Code Generator comes set up and ready for work with store default values, no additional manupulations needed.

The extension introduces its pages to the Marketing section the Magento 2 navigation menu. From here store administrator has an access to the following pages:

              • Generate Coupons - the main section where store administrator creates and send the coupon codes to the customers;
              • Manage Coupon Codes - the section where the coupon code related information can be found, also used for reporting purposes;
              • Manage Rules - the section where coupon code rules are created and managed.

These sections are the parts of the Coupon Code Generator "control center". When the extension is configured per administrator's requirements all the management takes place here.

In addition to Marketing section the extension introduces its general configuration options to Stores > Configuration > Aheadworks extensions > Coupon Code Generator. This section controls basic extension aspects such as: Email Sender and Email Template.

 


Creating rules

When the extension is installed the first thing administrator wants to do is to create the coupon code rules. The rules will further be used to quickly generate and send the coupon codes.

The coupon code rules can be created from Marketing > Coupon Code Generator by Aheadworks > Manage Rules

The Manage Rules section provides an overview of all the rules available:

  • Click  button to look through available columns and customize the grid, remove/add columns to match your workflow;
  • Click  button to look for the rules matching a custom set of attributes;
  • Click  button to save a number of custom grid views to switch between, depending on the current task.
These active elements of the grid are shared with the Manage Coupon Codes and Generate Coupon(s) for Customers sections that will be covered later in this readme.

To create a rule click button.

Rule Information

First two blocks of the section, General Configuration and Coupon Usage, should be familiar, as these come with the native Magento.

The third settings block though is new and allows adjusting Code Format. Here store administrator suggested specifying: coupon length, code format, code prefix and suffix, and if the parts of the code shpuld be separated by the dash.

Conditions

This section is similar to the native Magento one. Here store administrator suggested specifying the conditions on which the coupon code can be applied to the shopping cart.

Actions

Is another inherited section. Here store administrator decides on the discount type and amount, quantity and quantity step, and how the discount should handle the shipping.

In addition, administrator can add another set of conditions controlling what items the discount should be applied to.

 

Once done setting up the rule store administrator clicks button.

Now, when the rule is created one can proceed to the Generate Coupons section to issue and send coupons.

 


Generating coupon codes

To generate coupon code with the rule created administrator navigates to Marketing > Coupon Code Generator by Aheadworks > Generate Coupons section.

This section is split into two blocks. The first one Generate Coupon for Email allows generating a single coupon code for a particular email address. The second one Generate Coupon(s) for Customers allows generating coupon codes for selected number of customers.

Generate Coupon for Email

In this block store administrator is suggested specifying the coupon recipient's email, coupon code rule created previously, and decides if the notification email should be send to the customer.

Once every option covered administrator clicks button to issue and send the coupons.

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The coupon codes are tied to the email address and cannot be generated without specifying one.

 

Generate Coupon(s) for Customers

In this block store administor is suggested specifying the customer(s) to generate the coupons for. The block comes with the filtering and column management options as the Manage Rules section.

Once the required list of customers is found and ticked, store administrator clicks dropdown menu and decides on the coupon rule and further actions.

The coupon codes have been generated and can now be tracked under Marketing > Coupon Code Generator by Aheadworks > Manage Coupon Codes

Generating coupons from customer account

In addition to the dedicated Marketing section, the extension introduces Coupons block to the customer account area of the store backend.

Here store administrator can quickly issue and send a coupon code while managing the customer. If Send Email with Coupon checkbox ticked upon next customer account save the notification email will be sent.

 


Managing Coupon Codes

Manage Coupon Codes grid offers an insight on the coupon code performance. The block comes with the filtering and column management options as the Manage Rules section.

Here store administrator can access the customer account, see the rule the coupon has been generated with and can delete or deactivate required coupon codes.

In addition, every coupon code issue has the number of uses displayed. As per figure above, we can see that John Doe used the coupon code 4 times, and Jane 3 times. This information may come in handy when estimating the success of the sale campaign.

 


Extension settings

The extension settings can be found under Stores > Configuration > Aheadworks extensions > Coupon Code Generator

Here store administrato has an access to the following settings:

Email Sender - defines the email from which the coupon code notifications will be send;

Email Template - defines the email template which will be send to customer (templates can be found and edited at the FTP of the store under view/frontend/email).

The variables for standard notification templates are:

VariableDefinition

{{var coupon_code|escape}}

Coupon code generated

{{var coupon_discount|escape}}

Discount amount

{{var expiration_date|escape}}

Coupon expiration date

{{var uses_per_coupon|escape}}

Uses per coupon value

Coupon Code Generator integration

Coupon Code Generator is integrated with Follow Up Email extension and the native Magento newsletter.

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When using Coupon Code Generator variables with Follow Up Email or Newsletter, one should consider the following:

1) Coupon code generated variable should be placed in the template BEFORE any other extension variable. This variable is used to start the coupon rule.

2) Customer groups are considered in both coupon code rule and follow up email/newsletter.

For example:

If coupon code rule is intended for customer group A.

And follow up email/newsletter is intended for customer group B.

The coupon code will not be generated. The email delivered will come with blanks on the variable positions.

Follow Up Email variables

VariableDefinition

{{var coupongenerator.getCouponCode(Coupon Code Rule ID)}}

Coupon code generated

{{var coupongenerator.getCouponDiscount()}}

Discount amount

{{var coupongenerator.getCouponExpirationDate()}}

Coupon expiration date

{{var coupongenerator.getUsesPerCoupon()}}

Uses per coupon value

Newsletter variables

VariableDefinition

{{var subscriber.getCouponCode(Coupon Code Rule ID)}}

Coupon code generated

{{var subscriber.getCouponDiscount()}}

Discount amount

{{var subscriber.getCouponExpirationDate()}}

Coupon expiration date

{{var subscriber.getUsesPerCoupon()}}

Uses per coupon value

Integration with Help Desk Ultimate

Coupon Code Generator extension, when installed along with Help Desk Ultimate by Aheadworks, allows help desk agents generate and send coupon codes directly from the ticket thread.

The extension adds its section to the ticket thread administrator menu. From here help desk agent can select the Coupon Code Generator rule created and reply to the ticket.

The coupon code will be generated automatically according to the rule conditions set and added below the ticket reply, indicating the discount customer gets.

 

 


You can always find the latest version of the software, full documentation, demos, screenshots and reviews at http://ecommerce.aheadworks.com
License agreement: http://ecommerce.aheadworks.com/LICENSE-M1.txt
Contact Us: http://ecommerce.aheadworks.com/contacts/
Copyright © 2016 aheadWorks Co. http://www.aheadworks.com

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