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# How to Create and Manage Promotions

# How to Create and Manage Promotions

## Overview

**Promotions** let you create discount codes that customers can enter at checkout to receive a discount on their order. You can offer a percentage off, a flat discount, free delivery, or cashback to a customer's wallet.

## How to Get There

In the left sidebar, click **Promotions**.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-06-27-at-11133_h9perm.png)

## The Promotions Page

At the top of the page, two summary cards show:

* **Active Promos** — Number of currently active promotion codes
* **Total Redemptions** — Total number of times any promo code has been used

Use the filter tabs (**All Types**, **Flat**, **Percentage**, **Free Delivery**, **Cashback**) to filter your promotions by type. You can also search for a specific promo code using the search bar.

## How to Create a Promotion

1. Click **+ Create Promotion** in the top-right corner.
2. Fill in the promotion details as described below.

### Basics

* **Promo Code** — Enter the code customers will type at checkout (e.g. *SUMMER25*). Only letters, numbers, underscores, and hyphens are allowed. Click **Generate random** to create a random code automatically.
* **Promotion Type** — Choose one of four types:
    * **Percentage Off** — Discounts the order by a percentage (e.g. 10% off)
    * **Flat Off** — Deducts a fixed amount from the order total (e.g. $5 off)
    * **Free Delivery** — Waives the delivery fee for the order
    * **Cashback** — Returns a percentage of the order value to the customer's wallet

### Discount Details

Depending on the promotion type selected, fill in:

* **Discount %** or **Discount Amount** — The value of the discount
* **Max Discount Cap ($)** — *(Percentage Off only)* Sets a maximum dollar amount the discount can reach
* **Minimum Order Value ($)** — The minimum order total required for the code to apply
* **Auto Apply Promo Code** — When enabled, this code is automatically applied at checkout when the minimum order value is met. Only one promo code can be auto-applied at a time.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-06-27-at-11134_1j2zxgq.png)

### Usage Limits

* **Per-Customer Limit** — How many times a single customer can use this code. Leave blank or set to 0 for unlimited.
* **Total Usage Limit** — The maximum total number of times this code can be redeemed across all customers. Leave blank for unlimited.

### Validity

* **Valid From** — The date the promo code becomes active
* **Valid Until** — The date the promo code expires

### Audience

* **Customer Segment** — Choose which customers can use the code: Any customer, New customers only, Returning customers, etc.
* **Only valid on a customer's first order** — Tick this box to restrict the promo to first-time orders only

### Applicable Service Types

Choose which service types the promo applies to: **Delivery**, **Takeaway**, and/or **Dine-in**.

3. Click **Create Promotion** to save.


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-06-27-at-11135_1ddy5z7.png)

## Managing Existing Promotions

From the Promotions list, each promo has three action buttons:

* **Analytics** — View usage stats for this code including total uses, unique customers, total discount given, gross revenue, and remaining uses. Also shows a usage chart for the last 14 days.
* **Edit** — Update any details of the promotion
* **Pause** — Temporarily stop the promo code from being accepted without deleting it


![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/c/2/fec2bb2c3e13f800/screenshot-2026-06-27-at-11140_avq8la.png)