Create and use discount codes

Discount codes

In addition to creating payment links with unit discounts and one-time order discounts, you can also create discount codes that customers can use across your payment links. Discount codes can be either currency-based or percentage-based, and can be deactivated at any time. After creating a discount code, you'll then decide which payment links to use discount codes with. Learn more about the types of discounts you can offer and how they affect payments.

For example, if you're having a seasonal sale, you could create a BLACKFRIDAY20 discount code. You'll then create or update existing payment links to turn on discount code usage, and deactivate the code once the sale ends.

Below, learn how to create and use discount codes for payment links.

Before you get started

Note the following before getting started creating discount codes:

• You can turn on discount codes for payment links that include unit discounts, but not for payment links that include a one-time discount.
• Customers won't be able to enter a discount code on payment links that are embedded using the embed code.
• It's not possible to apply 100% discounts.

Create a discount code

To create a discount code:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Products.
• Click the Discount codes tab.
• Click Create discount code.
• In the right sidebar, configure the discount code. These settings can be updated at any time:
  • Name: the internal name for the discount code.
  • Discount code type: use the dropdown menu to select either Fixed amount or Percentage.
    • Currency: if your account is set up to use multiple currencies, choose the currency for the discount code.
  • Value: the discount amount.
  • Code: the code that the customer will use at checkout.
  • Code status: whether the discount code is active or inactive. An inactive discount code can't be applied at checkout. 
  • Click Options to set the maximum number of redemptions, and an expiry date for discount codes:
    
    • Enter the number of times a discount can be used in the Maximum discount usage field.

Please note: while the Maximum usage count field allows you to set a maximum number of redemptions, a technical limitation may result in an over-redemption in some circumstances. A redemption is counted once the payment of the transaction, with the discount applied, is processed. This payment process involves a delay, and can take a few seconds for a card transaction, or a few days for an ACH transaction. A fix for this issue is being developed. In the meantime, please be aware of this behaviour, and review your discount code activity regularly in the discount code table.

• • Select an expiration date in the Code expiration date field. Expiry is set to 23:59 of the date you have chosen, based on your account's timezone setting.
  • Click Save.

• Any created discounts are displayed in the discount code table. If you have set a maximum number of redemptions, they're tracked in this table.

Enable payment links to use discount codes

By default, payment links aren't enabled to use discount codes. To enable a payment link to allow customers to use discount codes:

• In your HubSpot account, navigate to Commerce > Payment Links.
• To update an existing payment link, click the name of the payment link. Or, create a new payment link.
• On the Settings screen, under the Checkout section, click to toggle the Discount codes switch on.
  
  
• Continue configuring your payment link, then click Next.
• On the preview screen, note the + Add discount code now available on the buyer checkout page.
  
  
• Click Create.

Manage discount codes

To update or delete a discount code:

• In your HubSpot account, click the settings settings icon in the top navigation bar.
• In the left sidebar menu, navigate to Objects > Products.
• Click the Discount codes tab.
• To update a discount code, such as deactivating it, click the name of the code, then update its details in the right sidebar.

Please note: discount code deactivation is immediate, meaning any customers who try to checkout with that code after deactivation will receive an error during checkout.

• To delete a discount code, hover over the discount code, click Actions, then select Delete.
• To restore deleted discount codes:
  • In the upper right, click Restore discount codes.
    
    
     
  • Select the checkboxes next to the discount codes you want to restore and click Restore in the upper right.
    
    

• • Confirm the restoration by entering the number of discount codes to restore, then click Restore.