A crucial part of using a coupon is keeping track of how the coupons are used.
To track if a user has used a coupon, there are a few methods to use depending on the circumstance.
Investigate by Household:
Click the tile Find a Household to Manage
- Search for a household>select a household
- In the left menu, select the tab Contacts>Select the Prime Contact
- Select the tab Payments
- Choose a payment from the list
- Select the tab Payment Detail
- If a Coupon was used, it will display in the final colum.
When used: If a user has a question about their coupon usage or check why a payment has the total that it does.
Investigate by Financial Report:
To view how the coupon has been used and by wheom, investigate by Financial Record:
- Reports>Report Categories>Finance
- Choose report Payment Detail: Short Version
- The column coupon is to the far right (scroll if needed).
Investigate Total Coupon Revenue
To view how total many dollars a promotion or coupon has generated (with coupon value), visit your promotion management center.
Registration setup>Payment Setup>Manage Promotions or Coupons
Select a coupon from the list to review totals and number used.
Here, you will see a screen that displays details about the coupon. Net Revenue shows how much money you have made on the total program. Coupon Total shows the monetary value of all coupons used.