Overview
This article covers the steps for creating Discount Codes in the Admin dashboard, including adding single-use or bulk promo codes, setting limits and time slots, and managing existing codes. It also outlines formatting requirements and common limitations to keep in mind during setup.
Discount Codes
If we want to use more than just the Master CLU (customer look-up code) and create multiple promo codes with their rules and limitations, we can do so using Discount Codes.
Discount Codes are additional promo codes that can be linked to a single coupon. Every coupon must have a Master CLU (customer look-up code), but sometimes a restaurant partner wants multiple codes tied to the same discount.
Use cases for Discount Codes include:
Single-use codes generated for customer feedback platforms such as Tattle or Ovation.
Marketing campaigns where different promo codes (e.g., FREESUB10, LUNCHDEAL) all apply the same discount.
Targeted promotions where each guest receives a unique code, but all codes connect back to the same underlying coupon logic.
Discount Codes follow the same formatting rules as CLUs (lowercase letters and numbers only, no spaces or special characters).
IMPORTANT NOTE: All Coupons tied to loyalty require the use of :redeemable: at the start of CLUs/discount codes.
CLU/Discount Code Examples:
:redeemable:loyaltycredit
:redeemable:birthdayreward
:redeembale:signupreward
:redeemable:tier1
:redeemable:tier2
:redeemable:tier3
Create discount codes
Navigate to Coupons
Find a coupon to create a discount for
Select the More button (three dots)
Select Discount Codes from the drop-down
Discount Code Options:
Create the new Single Add Promo Code name following the same CLU parameters mentioned above,
Enter Use Limit: Set the use limit to 0 if the promo code (coupon) is unlimited
Optionally select a Time Slot for which this Discount Code will only be available
Select the Add button to create a new Discount Code
The Discount code will be added, and you will see the success message
In this tab, you can upload a CSV file containing promo codes. This is most often used with integrations like Tattle and Ovation that generate single-use promo codes for customer reviews.
Select Download Sample Document to get the sample Excel sheet
Follow the formatting rules to complete the sample
Save the Excel sheet
In the Admin dashboard, click Upload File or drag and drop the file into the field
Once the file is uploaded, click Add
Discount codes will be added, and you will see a success message
View, Filter & Delete discount codes
After creating discounts, we can view the discount list, filter, and delete discounts. There is no option to edit a discount code.
To find discounts,
We can use the Promo code filter and enter the promo code associated with the discount.
Or we can use the Time slot filter and filter promo codes by assigned time slot
To delete a discount code,
Select More (three dots)
Select Delete
Limitations
Editing is not available: Discount Codes cannot be edited once created. If a code needs to be changed, it must be deleted and re-created.
Formatting rules: Discount Codes follow the same formatting rules as CLUs: only lowercase letters and numbers, with no spaces or special characters. Codes that don’t follow this format will fail to apply.
CSV upload errors: Bulk uploads may fail if the sample template is not followed exactly. Common issues include:
Missing or renamed column headers.
Including unsupported characters in the code field.
Saving in the wrong file type (must remain
.csv).
POS sync requirement: For POS-integrated partners, codes must still map back to the correct POS reference/External ID. If a mismatch occurs, the discount will not pass through successfully.
Testing is critical: Always test newly added codes before launch to confirm that the intended discount applies correctly across locations and service types.