Skip to main content

How to Create and Manage Discount Codes in WordPress (2022)

Illustration: Coupons and a QR codes

Are you selling digital products online? Do you want to increase sales? Of course you do!

One proven way to increase sales is to create discount codes (aka coupon codes or promo codes). Discount codes have a way of nudging potential customers into making a purchase.

In this article we’ll show you how to easily create and manage discount codes with your WordPress site.

🎟 Let’s do it! Skip around if you’d like to:


Step 1: Install Easy Digital Downloads

The best way to sell digital products with WordPress is Easy Digital Downloads (EDD).

WordPress + Easy Digital Downloads Logos

EDD is purpose-built for making it simple to sell digital products (aka downloads, downloadable products, or virtual downloads). With just a few clicks your WordPress site will become a full-featured eCommerce store.

Most other eCommerce solutions have two major downsides:

  1. They are not built, first and foremost, for digital products. They have shipping, logistics, and inventory tools you don’t need. And they may lack the file protection you do need (or require addons).
  2. Marketplace options come with high fees. The more you make, the more they take. And your product is surrounded by competitors, which leads to low pricing pressure.

With EDD you can sell unlimited products, control the user experience, and have all the features needed for selling digital products without slowing your site or workflow down with the features you don’t need.

1️⃣ Choose the Easy Digital Downloads Pass that’s right for you. You can pay for just the features you want now, and add features as you grow, any time you want. You have full control!

2️⃣ Install EDD on your WordPress dashboard under Plugins > Add New.

Once you have installed EDD you’ll have a new menu item on the left side of your WordPress dashboard called Downloads. Here you manage your store, add products, and create discount codes.

Screenshot: new Downloads menu item

Step 2: Create A Discount Code

It’s super simple to create and manage discount codes with EDD. You don’t need to leave your WordPress dashboard. There are detailed controls and lots of options if you need them.

First navigate to Downloads > Discounts, then click Add New.

Screenshot: EDD Discount Codes - Add new
  • Give your Discount a Name
  • Create an official alphanumeric Code that has to be provided by the potential customer
  • Select an Amount, either flat rate off or a percentage
Screenshot: EDD Discount Codes - Name, code, amount

Once you have those filled in click the Add Discount Code button. That’s it! You have a discount code. It’s ready to go. Visitors to your site can use it an unlimited number of times, on any/all products, forever. Too broad? We have lots of options and controls.

Discount Code Optional Controls

You can customize and limit your discount codes however you want. Use them just how you need them.

  • Download Requirements – limit the discount code just to certain products. Simply click and add products from a dropdown. If you leave this blank, all products can have this discount code applied to it.
  • Excluded Downloads – add products via a dropdown to exclude them from this discount code.
Screenshot: EDD Discount Codes - requirements, excluded

Select a Start Date and Expiration Date with a date selector.

Set a Minimum Amount if you want to require customers to spend a certain amount of money before being eligable to use the discount code.

You can set the Maximum Uses if you want to do a campaign like “the first 15 customers can get 25% off”. This is a site-wide setting not a per-visitor setting.

Check the Use Once Per Customer box to only allow customers to use the discount code one time. This is a popular option and we recommend using it for most cases. You’ll end up losing too much revenue and not be able to track the source of the customer if anyone can use it multiple times.

Screenshot: EDD Discount Codes - dates, minimums

Set a discount code as active or inactive at any time on the Status dropdown. You can also do this on the Discounts listing page.

Last, you can add internal Discount Notes for team members to any discount code. You’ll be able to see the date the note was created and who wrote it.

Screenshot: EDD Discount Codes - status, notes

Be sure to save the discount by clicking Add Discount Code (or Update Discount Code, if it was already saved).

EDD’s Discounts features is there to help you get website visitors excited, to ‘get them off the fence’, and covert them to customers.

⬇️ Next, we’ll give you a quick overview on adding items to sell on your store.


Step 3: Create A Download

We call the products you sell on your Easy Digital Downloads store “downloads”. It’s easy to add downloads to sell on your store. Product/Download pages are created automatically when you follow these steps.

1: Go to Downloads and click Add New

Screenshot: EDD Add Download

2: Give your new download a name and description

3: Apply a price

4: Add a Download Image. This is the images potential customers see while shopping. Be sure its nice and fancy. Here’s a guide to making images with free templates.

Screenshot: EDD Add Download - name, description, price, download image

5: Configure the Download Files settings;

  • The File Name is the clickable link new customers will get upon purchase
  • The File URL is the location of the file. Click the chain-link icon to upload the product file from your computer. We recommend selling files as ZIP files.
Screenshot: EDD Add Download - download files

When you’re done, be sure to click Publish

πŸ” Click here for a more detailed guide on setting up downloads

πŸ” Learn how to import lots of products at once with a CSV

Set Up a Payment Method

After you have set up your download/s you need to provide a way to pay online for your customers. We recommend using Stripe. You’ll love using Stripe for it’s powerful features and ease of use. You don’t have to leave your WordPress dashboard.

πŸ’° Stripe Setup

If Stripe is not available in your country, PayPal is our next recommendation. We also offer integrations with many other popular payment gateways.


Step 4: View the Results

After publishing your Download click the View Download button on the upper left.

Screenshot: EDD Add Download - view download

You’ll see the ‘product page’ or what we call, the download page. This is what your potential customers will see.

Screenshot: EDD Add Download - frontend

Customers click ‘Purchase‘, add the item to their shopping cart, and complete their purchase.

Screenshot: EDD Add Download - cart before discount

Customers enter their discount code where it says “Have a discount code? Click here to enter it“. Then they hit Apply.

Animated Screenshot: Apply discount code

The EDD checkout page automatically calculates the new price and lists the discount code and new total.

Screenshot: EDD Add Download - cart after discount

After purchase, customers are taken to their purchase confirmation page. Here they will see information about the discount code used as well as a link to download their new product.

Screenshot: EDD Add Download - purchase confirmation

Customers will also get a purchase receipt email. This email with thank them for the purchase and include a link to download the product.

Screenshot: EDD Add Download - email receipt

These links are protected from unauthorized download. They cannot be found via Google or Bing searches. They automatically expire to prevent piracy.

πŸ”Ž Click here to learn more about link expiration and customize the settings


Do More With Discount Codes

Easy Digital Downloads can help you do even more with discount codes with our extensions.

EDD Social Discounts

Give special discounts to buyers that share your products out to social networks.

Discounts Pro

Automatic discounts at checkout based on pre-defined conditions

Coupon Importer

Import coupons via CSV in Easy Digital Downloads.

Discounts Widget

Allow third-party sites to display your current discounts through a simple widget!

Discount Code Generator

Allows site admins to generate discount codes in bulk and then export them directly to CSV

Grab an All Access Pass to get access to all of our discount extensions and more than 90 other advanced features.


Conclusion

Nicely done. You’ve learned how to create and manage discount codes with WordPress. This can help you make more sales on your website.

We have plenty more resources for digital creators like you. What else do you want to learn about today?

Be sure to subscribe to our newsletter or follow us on Facebook and Twitter to get our latest resources for digital creators.

Joe Wells

About Joe Wells

Joe is a Marketing Specialist at Awesome Motive. For years he’s been helping people and organizations succeed with WordPress. He is also the founder of an alternative accounting solution for your side hustle called HustleBooks (powered by Easy Digital Downloads). He and his family live and play just outside Detroit. A busy dad, he enjoys running, watching and creating films.

@thisisjoewells

Leave a Reply

Your email address will not be published.

[class^="wpforms-"]
[class^="wpforms-"]