Skip to main content
All CollectionsPaymentsβš™οΈ Setting Up Payments
🎟️ How to create promo codes for Heartbeat Payments
🎟️ How to create promo codes for Heartbeat Payments

Promo codes are a powerful tool for communities using Heartbeat Payments, allowing you to attract new customers and retain existing ones.

Updated over 5 months ago

In this guide, we'll walk you through the step-by-step process of creating promo codes for Heartbeat Payments. Follow these instructions to set up your promo codes efficiently and effectively.

Step-by-Step Guide to Creating Promo Codes

Step 1: Access the Heartbeat Managed Account in Stripe

  • Go to the Stripe Dashboard and log in with your credentials. Switch accounts to the one that was created by Heartbeat. You will see Managed by Heartbeat in the bottom left.

Step 2: Navigate to the Coupons section:

In the left-hand menu dashboard, go to Products and then select Coupons.

  1. Create a Coupon:

    1. Click the + New button to create a new coupon.

    2. Fill out the required fields: Fill out the required fields:

      • Name: A descriptive name for the coupon.

      • ID: (Optional) A unique identifier for the coupon.

      • Discount: Choose between a percentage or a fixed amount.

      • Duration: Select whether the coupon is for a single use, repeating, or forever.

      • Redemption Limit: Set the maximum number of times the coupon can be redeemed.

      • Expiration Date: (Optional) Set an expiration date for the coupon.

    3. Click customer-facing coupon.

Step 3: Save and Activate the Coupons

After filling in the details, click the "Save" button to create the promo code. Make sure the promo code is activated for it to be usable by customers.


Tips for Effective Coupons Campaigns

  • Target Audience: Tailor promo codes to specific customer segments for better engagement.

  • Promote Widely: Use multiple channels to distribute your promo codes to reach a broader audience.

  • Track Performance: Monitor the usage and effectiveness of promo codes to refine future campaigns.

  • Exclusive Offers: Create exclusive promo codes for VIP customers to enhance loyalty.


Frequently Asked Questions

How can I track the usage of my coupons?

You can track the usage of promo codes through the Heartbeat dashboard under the "Promo Codes" section, where detailed statistics and reports are available.

Can I create multiple coupons at once?

Currently, promo codes need to be created one at a time, but you can create multiple codes as needed.

Is there a limit to the number of coupons I can create?

There is no limit to the number of promo codes you can create with Heartbeat Payments.

Did this answer your question?