Loyalty rewards discount code report

Introduction

The Discount Codes report provides a detailed view of all discount codes generated through the system. It helps you track who received a discount, how many points were redeemed, the discount value, and whether the code was claimed or used. This report is especially useful for monitoring loyalty rewards, promotional discounts, and customer redemption activity.

Here are the steps to analyse a discount code report:

Step 1: Go to Loyalty rewards >> Analytics >> Discount codes

Step 2: Now, you will get the detailed view of customers with discount code details including:

• Reward Name – The reward or discount associated with the code

• Name – Customer name

• Email – Customer email address

• Discount Amount – Value of the discount

• Coupon Code – Generated discount code

• Redeem Points – Points used to generate the discount

• Status – Current state of the discount code

  • Claimed – Code is generated but not yet used

  • Used – The code has been successfully applied and the order has been placed.
    

  • Reverted - Discount codes that were claimed, but the points are allotted back, often due to removing the discount code on the checkout page. They display as claimed till 24 hours, then revert, and points are added back to the customer account.

• Revert – Option to revert points for claimed (unused) discounts

• Created Date – Date and time when the discount code was generated

Step 3: Add the filters according to your requirements. Available filter options are:

1. Discount Category: Use this filter to view discounts based on their category:

• All – Shows all discount categories

• Birthday discounts – Discounts issued for birthdays

• Points redeemed discounts – Discounts generated using loyalty points
  

2. Discount Type: Filter discounts based on their type:

• All – Shows all discount types

• Other (Amount and Percentage off) – Amount off or percentage-based discounts

• Free shipping – Discounts that offer free shipping

3. Discount Status: Filter discounts by their current status:

• All

• Claimed

• Used

This helps you identify unused discounts or track successful redemptions.

4. Discount Code: Enter a specific coupon code to quickly locate a particular discount.

5. Name and Email: Use these fields to filter discounts generated for a specific customer:

• Name – Customer’s name

• Email – Customer’s email address

This is useful when reviewing individual customer activity or resolving support queries.

6. Date Range (From – To): Select a From and To date to filter discount codes generated within a specific time period. This helps analyze discounts issued during campaigns, promotions, or specific date ranges.

Note:

1. To check the status of a claimed discount code, filter by the date on which the discount code was redeemed (claimed).
2. To check the status of a used discount code, filter by the date on which the discount code was used.

The date range filter is linked to both Claimed and Used discount codes and reflects the respective action date.

Step 4: Click on the Apply button to apply the filter.

Now, you will get the list of filtered customers.

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Important notes:

1. The Discount Code Report provides insights only for discount codes generated through the Loyalty Rewards program.
   
2. Claimed codes indicate that a customer has applied the discount code to the cart but has not completed the checkout yet.
   
3. Used codes represent discount codes that were successfully applied to an order, resulting in a completed purchase.
   
4. POS tab shows loyalty discount codes used via Point of Sale transactions, if POS is enabled on your store.
   
5. If a customer applies a discount code but does not complete the purchase, the code remains in the Claimed status temporarily.
   
6. Searching by coupon code or email helps quickly locate specific customer redemptions.

Next⏭️

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