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: Choose between a percentage or a fixed amount in one of the following currencies: USD, CAD, or EUR.
Usage Limit (optional): Set a limit on how many times this code can be used on an offer.
Duration (optional): Select whether the code is valid for a single use, a set number of months, or forever.
Expiration Date (optional): Set an expiration date for the code.
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 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.
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?
Editing is limited to renaming your code. Click on the 3 dot-menu to the right of the promo code and select "Rename".
Can I delete a promo code?
You can only deactivate it. Click on the 3-dot menu to do this.