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Apply a discount to an existing subscription

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You can give customers the option to apply discount codes through their Customer Portal, but you can also apply discounts through your ReCharge Dashboard on behalf of a customer. This guide explains how to add a discount code to an individual subscription, how to remove discount codes, and how to apply discount codes in bulk.

Before you start

First, you will want to create the discount code in ReCharge. For instructions on creating codes, check out the guide on setting up discount codes. The guide includes such details as configuring discounts to only apply to a single charge or how to have it only work for a specific product.

You can also enable your customers to add the discount codes on their own via the Customer Portal. In your ReCharge Dashboard under Settings > Customer Portal, you can enable this checkbox:

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Apply a discount manually 

  1. When logged in to your ReCharge Dashboard, select Customers.
  2. Search and select the name of the customer you will be applying the discount to.
  3. On the following page, click See Details.5b895ec7cd59f.png
  4. Select Additional Info & Settings.5b895ec83685c__1_.png
  5. Enter the Discount Code and Save.

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You can verify that the discount has been applied by viewing the following grey box at the bottom of the page under the upcoming charges.

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Note: A subscription can only have one discount applied on their order at a time. For example, if a customer initially applied another discount when signing up for the subscription, be sure to remove it before you add the new code. If you want both discount codes to apply, create a new discount with the combined value of both that would be specific to this customer.

Remove discount from an existing subscription

To delete a discount within a single subscription, make sure you are on the same page as instructed above in Additional Info & Settings. Clear the Add discount code text box so it is blank and save it.

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Apply discount codes in bulk

We'd be happy to help you apply discount codes to your existing subscriptions. In order to perform this bulk update, you will need to prepare a CSV file and send it to the ReCharge support team.

Note: This file needs to be sent at least 5 days in advance.
  1. Download the Upcoming Orders CSV from Settings > Exports > Order Exports.
  2. Create a new column at the end of the file called NEW Discount Code.
  3. Enter the discount code ID number in the rows that require the discount code.

Once you've completed this, send the CSV file to us and we can perform the bulk update process on our end.

Tip: This discount code ID can be found on the Discount code details page. To access, click the wrench icon and select Discounts from the dropdown. Click on the discount code name to open up the settings page. iscount_code.png

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