How to access promo codes in Heartbeat
1. Access Payment Settings
How to: Go to Settings > Revenue > Settings
2. Click on "Manage Promo Codes"
This will open the promo codes modal in Heartbeat.
Creating a Promo Code in Heartbeat
Click the 'New Promo Code' button.
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Fill out the fields:
Name: A descriptive name for the coupon.
Promo Code: A unique, customer-facing, code for redemption on checkout.
Discount: a percentage, or a fixed amount in one of the currencies your Offers use. A fixed amount only applies to prices in that currency.
Usage Limit (optional): No Limit, or Limited to a total number of uses. It counts uses by everyone combined, not per member.
Duration (optional): how many payments the discount applies to: One Time (the first payment only), a number of Months, or Forever.
Expiration (optional): the last day the code can be used.
Applicable Offers: Choose the offer/s that this code can be applied to.
Click Save to finalize your promo code. Then, click to view the details and copy the 'Promo code' for sharing.
Frequently Asked Questions
Can I use promo codes for paid Events and not just Offers?
You can! To do so, create a promo code that is set to "All Offers" under "Applicable Offers". When your members check out to pay for the Event ticket, they add the code at checkout.
How can I track the usage of my promo codes?
You can track the usage of promo codes directly from Heartbeat by clicking on 'Manage Promo Codes' and viewing the popup modal.
If I create my promo code in Stripe directly will it show up in Heartbeat?
You can still create coupons directly through your Stripe account. Coupons created this way will automatically sync with Heartbeat and vice-versa, giving you more options to create promotions for your members.
Can I limit a promo code to one use per member?
Not yet. Heartbeat doesn't keep track of who has used a code, so a member who cancels and re-subscribes can enter it again, and Usage Limit caps the uses by everyone combined. To give each person a discount once, give each of them their own code with a Usage Limit of 1: open the menu next to a code, select Duplicate, change the Promo Code, switch Usage Limit to Limited, enter 1 and click Save. The copy keeps the Discount, Duration, Expiration and Applicable Offers. You can vote for one use per member on our feature board.
Can a promo code apply to only the annual (or only the monthly) price?
Not directly. A promo code applies to every price on the tiers you select, so a discount meant for the annual price still applies if a member switches to monthly. To limit it, put the annual price on its own tier or Offer and select only that one under Applicable Offers. You can vote for codes that target one price on our feature board.
Can I give an existing member a discount on their next payment?
Yes. Create a promo code for them in Heartbeat, then add it to their subscription in Stripe.
- In Manage Promo Codes, click New Promo Code. Set a fixed amount discount, set Duration to One Time and Usage Limit to 1, leave Applicable Offers empty, and click Save.
- In your Stripe dashboard, go to Billing > Subscriptions and open the member's subscription.
- Click Actions > Update subscription, then Add coupon, pick the code you created and save.
Their next invoice on that page shows the discounted amount. If they're on a free trial, the discount comes off their first payment, so add it before the trial ends.
Can I create multiple promo codes at once?
Currently, promo codes need to be created one at a time, but you can create multiple codes as needed. Clicking on the 3-dot menu offers the option to duplicate an existing promo code.
Is there a limit to the number of promo codes I can create?
There is no limit to the number of promo codes you can create with Heartbeat Payments.
Can I edit a promo code?
Only its Name: click the three-dot menu next to the code and select Rename. To change anything else, such as the Applicable Offers or the Expiration, select Duplicate instead, change what you need, give the copy a new Promo Code and click Save, then deactivate the old code.
Can I delete a promo code?
No, but you can deactivate it from the three-dot menu next to the code. A deactivated code stops working at checkout and moves to the Inactive tab, where you can activate it again.