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Promoting New Sign-ups with Coupon Codes

9/21/2012

 
Coupon codes are a great tool to use when you are looking to promote new sign-ups among a target market.  For instance:  If you’re looking to promote a new pick-up location or expand into a new delivery zone, you could buy some advertising space in some local print media that invites people to sign up now and use a coupon code to receive a special discount.

This week’s tip will show you how to create and track these coupon codes.

How to Create a Coupon Code

To create a coupon, click on the Settings link at the top of your Dashboard.  Then click on the tab called “Coupons” from the dark blue band at the top.
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Now take the following steps to create your coupon code:

1.  Enter the coupon ID.  This is the code that your potential customers will enter when they sign up.
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2.  Enter the amount of the discount in the next box and select the discount type from the drop-down menu.

$ Fixed amount discount - The discount amount entered will act as flat dollar amount discount, which will be applied against the total amount owed when checking out from the sign-up process.

% of subscription - This percent discount will apply to the per delivery price of the shares and options selected by the member.
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3.  Select the coupon status of “Published” so that members may begin using the coupon code when signing up.  When the status of the coupon is set to “Draft”, the coupon code may not be used in the sign-up process.  You may change the coupon code’s status at anytime.
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4.  Click the green ADD button and save changes.  Now members may use this published coupon code to receive a discount when they sign up to your program.
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How a Member Uses a Coupon Code 

When a potential member visits your join link to sign up for your program, they will start by selecting their pick-up or delivery option and then selecting their shares and options.  They will then have the opportunity to enter their coupon code in the Terms step where it says “Optional - promotion code”:
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Once the new member selects their payment plan and applies their coupon code, the discount will appear in the order Summary and then the member may complete the sign-up process:
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How to Track Coupon Codes

 For a summary of which new members have used a coupon code, go to the Subscriptions manager in your Dashboard (found under the Members menu) and click the Export button in the upper right corner.
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When you click the Export button, a CSV file will be downloaded to your computer.  Once the file is downloaded and saved to your computer, open the file in a spreadsheet program, such as Microsoft Excel.  Then look for the Coupon Code column.  It may be listed under column X.
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When a member uses a “$ Fixed amount discount” coupon code, it will appear as a complementary payment under the Payment tab of the member’s account.
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When a member uses a “% of subscription” coupon code, it will appear as a Special Discount under the Subscription tab of the member’s account.  You may remove this discount if necessary by clicking on the “x” and the end of the item row.
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Special Promotions

If you would like additional advice for managing special promotions, such as Groupon or Living Social, email [email protected].

Advanced Customization Requests

9/12/2012

 
You have a lot of power to customize your system, however, there are some things that only the support team can do for you. We are here to help!

We put as much functionality in your hands as we can -- it’s your system and we want you to have control over it.  There are certain features that require the Farmigo team’s involvement.  

If the action you want to take is a system function available to you and you’re unsure how, we're happy to show you.  If it is a feature that the Farmigo Team needs to handle, we will let you know and make the change for you.  

If you have any questions, please email [email protected].


Advanced Customization Requests:

Managing Payment Methods and Payment Plans

Payment methods and payment plans determine how and when you will get paid.  

Payment methods
are ways that money gets transferred from a member's account to your account.  For example:


  • Electronic Check
  • Credit Card
  • Paypal
  • Check
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Payment plans determine the frequency with which payments are made.  For example:
  • Payment in Full
  • Pay in installments
  • Pay on Delivery
  • Prepay a pre-defined amount

We can provide you with best practices for payments and then set those payment methods and plans up for you.
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Delays for Sign-up and Store Orders

When your members sign up for a share or place a store order, the system allows you to control how far before delivery date they have to complete their selection: you decide – we set it up for you.  Once we’ve made the change, you can look at the results:
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Other member actions are subject to this time requirement and must be enabled by Farmigo:

  • Setting vacations
  • Changing Pickup Sites
  • Updating subscriptions
  • Viewing balance

Setting up a New Season, Cutting a Season Short, or Extending a Season

As we pointed out in the recent Tip of the Week, "Early Bird Catches the Worm," if you are a seasonal operation, Farmigo needs to set up your new season for you.  Please contact us. We are happy to get you going.

If you need to change the number of deliveries in a current schedule, there are several things to consider.  For example:

  • Will this impact my member’s balances?
  • Will this affect my member’s payments?

Contact us and we'll walk you through the best way to do this.

Item Management

Here are a few things that we can help you with:

  • Add new categories or change existing categories for store items
  • Add or change units for your store items
  • Update a share or option price for all members who hold that share or option

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Changing Administrative Information

We also manage things like:

  • Adding your CSA policy to your sign-up process
  • Updating your primary email address, phone number, or website
  • Updating your logo
  • Turning on comment fields for sign-ups and store orders

When Else Should I Contact You?

Please remember, whenever you need assistance, no issue is too big or too small -- we’re happy to help. Please send us an email at [email protected].

Refund Methods and Processes

9/6/2012

 
Every business has their own refund policy.  It is important to understand the ways in which you can provide refunds to your customers. Today’s tip discusses the benefits of different refund options - (credits, paper check, and electronic refunds ) - and then walks through how to process and record refunds within the Farmigo system.  

3 Refund Options 

Three methods to help you manage refunds are outlined below ...

Read More

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