Promo Codes

How Lead360 helps

Lead360 Promo Codes applies a defined discount or offer when a customer and transaction meet configured conditions. Teams can control dates, eligible items, limits, combinations, and usage while preserving evidence for why a price changed.

When to use this area

Use Promo Codes for a time-bound or audience-specific offer that customers enter or receive through an approved journey.

Before you begin

• Define discount value, eligible items, dates, usage limits, and combination rules.
• Estimate financial exposure and misuse scenarios.
• Prepare customer-facing terms that match the configuration.

Define the code

1. Confirm the code and customer-facing name.
2. Choose amount or percentage and enter the exact value.
3. Set start and expiry dates, usage limits, minimum spend, eligible items, and active status.
4. Test eligible and ineligible checkout cases before sharing it.

Create with Ask360

Ask360 can list promo codes and prepare a reviewed create, update, enable, or disable action. It shows one Accept or Decline card; it does not delete a code, place an order, enroll contacts, or change payment records.

Confirm the result

A completed Promo Codes workflow should be visible in the product area that owns the final record. Use these checks before relying on the result or moving to the next customer-facing step.

• Test eligible and ineligible carts.
• Check boundary dates, usage limits, rounding, tax, and cancellation behavior.
• Confirm reporting records the code and actual discount.

Troubleshooting

A code is rejected

Check spelling, status, dates, timezone, eligibility, minimum amount, item restrictions, customer limits, and prior use.

More than one discount applied

Review combination and priority rules across promo codes, memberships, rewards, and item-level pricing.

A code works outside the expected period

Compare campaign and business timezones, inclusive date boundaries, cached checkout state, and the exact promotion version applied to the order.