How to Add a Coupon Code to Payment Forms

Jotform’s Coupon Codes feature lets you create custom discounts that customers can apply directly to your payment form. You can auto-generate discount codes or enter your own, set expiration dates, and limit how many times each one can be used. Discounts can be applied to individual products, shipping, or the total amount—and for subscriptions, you can choose to apply them only to the first payment. It’s a simple way to run promotions, offer exclusive deals, or even let someone place an order for free.

Adding and Setting Up a Coupon Code

Whether you’re creating a new payment form or updating an existing one, you can easily set it up to accept discount coupons once you’ve added your products or subscriptions. Here’s how to do it:

1. Open your form in Form Builder, and click on the Payment field.
2. Now, on the right side of it, and depending on the method you used to set it up:
   • Click on the Wand icon to open the Payment Settings section.
   • Click on the Shopping Cart icon to open the Product List section.
3. Then, under the Coupons tab in the Payment Settings section or Product List section on the right side of the page, click on Create Coupon.

4. Next, configure the following options:
   • Coupon Code — You can use the auto-generated discount code here, or enter one that customers will use on the form.
   • Coupon Limit — You can choose how to restrict the discount using one of the following options:
     • None — This default option keeps your code active with no expiration or usage limit.
     • By Expiration Date — You can set the code to expire automatically after a specific date.
     • By Number of Use — You can limit the code to a specific number of uses.
   • Expiration Date — This is only shown if you select By Expiration Date above. You can pick the expiration date using the calendar that shows up when you click on the input box.
   • Coupon Limit Use Count — This is only shown if you select By Number of Use above. You can define how many times the code can be used.
   • Discount Type — You can choose how to apply the discount using one of the following options:
     • Percentage — This default option applies a percentage-based discount to the amount the discount is set to be applied to.
     • Fixed Amount — You can apply a specific fixed discount amount to the amount the discount is set to be applied to, based on the currency you set for your Payment field.
   • Discount Rate — This is only shown if you select Percentage above. You can enter the percent to deduct from the amount the discount is set to be applied to.
   • Discount Amount — This is only shown if you select Fixed Amount above. You can enter the specific value to deduct from the amount the discount is set to be applied to.
   • Apply Discount To — You can choose where to apply the discount using the following options:
     • Product — If you’re selling products, this applies the discount to the total amount after tax but before the shipping charge. It doesn’t require a minimum subtotal, and it’s selected by default.
     • Shipping — If you’re selling products, this applies the discount to shipping costs, but only if the minimum subtotal is met.
     • Subtotal — If you’re selling products, this applies the discount to the subtotal before tax or shipping, but only if the minimum subtotal is met.
     • All payments — If you’re selling subscriptions, this applies the discount to every recurring subscription payment.
     • First payment — If you’re selling subscriptions, this applies the discount only to the first subscription payment.
   • Discounted Products — This is only shown if the discount applies to the product price, or you’re selling subscriptions. By default, all the products or subscriptions are selected, but you can limit the discount to specific items by selecting them in the menu.
   • Minimum Subtotal Amount — This is only shown if you select Shipping or Subtotal above. You can set the minimum subtotal your customer needs to meet for the coupon to apply.
5. Once everything’s set, click on Save.

That’s it. Your coupon code is now set up and ready to use on your form. Click on Create Coupon again if you want to set up another one.

Changing the Coupon Labels and Warning Messages

You can configure the Coupon Labels and Warning Messages. It’s easy to do, here’s how:

1. While still in the Payment Settings section, click on Settings under the Coupons tab.

2. Now, configure the coupon code labels and warning messages:
   • Enter Coupon — This lets you change the label of the Coupon Code field on your form.
   • Apply — This lets you change the label of the Apply button that customers use to validate a coupon code.
   • Change — This lets you change the label of the Change button that comes up after customers apply a valid coupon code.
   • Coupon is Valid — This lets you change the message that comes up when customers apply a valid coupon code.
   • Coupon is Expired — This lets you change the message that comes up when customers try to apply a coupon code that’s already expired or reached its usage limit.
   • Coupon is Invalid — This lets you change the message that comes up when customers enter a coupon code that doesn’t exist or was disabled.
   • Please Enter a Coupon — This lets you change the message that comes up when customers click on the Apply button without entering a coupon code.
3. Then, click on Save at the bottom of the page.

Managing your Coupon Code

Once you’ve saved a coupon code, you’ll find it listed under the Coupons tab in the Payment Settings or Product List sections. From there, you can delete any codes you no longer need, enable or disable them as required, edit existing codes, or create duplicates to set up similar coupons quickly.

Editing the Coupon Code Settings

You can edit a coupon if you need to adjust a promotion, update an exclusive deal, or change a free order setup. Here’s how to do it:

1. While under the Coupons tab of the Payment Settings section or Product List section, hover your mouse over a coupon and then click on the Pencil icon.

2. Next, modify the coupon’s settings and once you’re done, click on Save.

That’s it. The changes to your coupon have now been applied.

Duplicating a Coupon

Duplicating a coupon makes it easy to reuse the same settings for a new deal. Here’s how to do it:

1. While under the Coupons tab in the Payment Settings section or Product List section, hover your mouse over a coupon and then click on the Gear icon.

2. In the menu that opens, click on Duplicate.

That’s it. A new coupon’s been created with a different code but the same settings. You can edit it as needed.

If you’ve got more than one coupon, you can rearrange the list to control which ones appear first. This helps keep your most important or frequently used codes easy to find. While you’re in the Coupons tab of the Payment Settings section or Product List section, click on and hold the purple area on the left side of a coupon to grab it. Then move it to where you want it to be.

Disabling and Enabling Coupons

If you’d like to pause a discount without deleting it, you can disable the coupon. Then, you can reactivate it later if needed. Here’s how to do it:

1. While under the Coupons tab in the Payment Settings section or Product List section, hover your mouse over a coupon and then click on the Gear icon.

2. In the menu that opens, click on Disable or Enable.

That’s it! You’ve successfully disabled or enabled your coupon.

Deleting a Coupon

You might want to remove a coupon that’s no longer needed or was created mistakenly. Here’s how to do it:

1. While under the Coupons tab in the Payment Settings section or Product List section, hover your mouse over a coupon and then click on the Gear icon.

2. In the menu that opens, click on Delete.

That’s it. You’ve now deleted your coupon.