Create a Coupon
Set up a new discount coupon with a unique code, percentage off, expiry date, and usage limit. Takes less than a minute.
Go to Marketing → Coupons
From your YBP dashboard, navigate to Marketing → Coupons. You'll see a list of all existing coupons with their codes, usage counts, and dates.
| Name | Description | Coupon Code | Usage Count | Date Added |
|---|---|---|---|---|
| Autumn Happy Hour | October And November Discount | Autumnhappyhour | 1 | 2024-10-07 |
| Come Back | For clients that gave a bad review | Tlavs | 1 | 2025-01-21 |
Click "+ Create Coupon"
Click the + Create Coupon button in the top right. The create coupon form will appear.
Enter coupon details
Fill in all the coupon fields — the Coupon Code is what clients type at checkout to get their discount.
Click Save — then Enable it
Click Save to create the coupon. It will appear in the list as disabled by default. You'll need to click Enable on the coupon before clients can use it. See the next section for how to manage and enable your coupons.
Manage Coupons
Enable or disable coupons, edit their details, delete them, or send them directly to clients via email — all from the coupons list.
Understanding the action buttons
Scroll right on the coupons table to reveal the Action column. Each coupon has four buttons — Edit, Delete, Enable/Disable, and Send Email.
| Coupon Code | Usage Count | Expiry Date | Action |
|---|---|---|---|
| Autumnhappyhour | 1 | 2024-11-30 |
|
| ML234 | 2 | 2026-03-31 |
|
| Tlavs | 1 | 2025-01-21 |
|
Send a coupon to clients via "Send Email"
Click Send Email on any coupon to send a targeted discount email directly to your clients. This is perfect for win-back campaigns, birthday offers, or seasonal promotions.
Edit an existing coupon
Click Edit on any coupon to open the edit form. You can update the name, description, coupon code, expiry date, discount percentage, or usage count. Click Update to save changes.
View Assignments
See exactly which clients have been assigned a coupon, when they received it, and whether they've used it. You can also manually create and delete assignments.
Click "View Assignments"
On the Coupons page, click the View Assignments button in the top right. This shows all clients who have been assigned any coupon.
| Coupon Name | Customer Name | Customer Email | Assigned Date | Used | Action |
|---|---|---|---|---|---|
| 12345 | Julie Francioli | francioli.julie@gmail.com | 2024-12-18 | 1 | |
| 12345 | Demi Wijnaar | demiwijnaar@hotmail.com | 2024-12-23 | 1 | |
| ML234 | Emma Proefrock | emma.proefrock@gmail.com | 2024-12-27 | 1 |
Manually assign a coupon to a client
Click + Create on the Assignments page to manually assign a specific coupon to a client by name and email. This is useful when you want to give a personal discount without sending an email campaign.
Monitor usage in the "Used" column
The Used column shows how many times each client has redeemed their assigned coupon. Use this to identify your most engaged clients and spot any unusual usage patterns.