How to Create and Add Discounts (Expert and Ultimate accounts)

You can create discount coupons, or automatically calculate and add discounts and sales taxes only when you use the Checkout field. Neither the Stripe nor PayPal fields have this functionality. If you are presently using the Stripe or PayPal fields and would like to work with discounts and sales taxes, we suggest that you use the Order Cart and Checkout fields with connected Stripe or PayPal instead. Read how to use the Checkout field.

There are different ways to create discounts and coupons in AidaForm. This guide covers the following topics:

1. How to create a discount coupon for X% OFF that buyers enter during the order process.
2. How to automatically calculate and apply a % discount on the total order amount.
3. How to automatically calculate and apply a fixed-amount discount (for example, $5) for a product from a specific order cart.

1. How to create a discount coupon for X% OFF that buyers enter during the order process

Open the Checkout field settings and click the Create Coupon button. Set your desired discount value and edit the coupon code if necessary.

• For one form, you can create multiple discount coupons with different discounts.
• Multiple coupon codes can be applied to the same order.
• The number of code usages cannot be restricted. To stop your promotion, click the Remove button to delete the coupon to prevent it from being used in the future.

Your buyers can enter the coupon on the last check-out page of your form:

2. How to automatically calculate and apply a % discount on the total order amount

You need to use the Formula field to calculate a discount of X% on the total order amount, and then to add the Formula field to the list of fields processed by the Checkout field.

Steps to create a % discount using the Formula field:

1. Add the Formula field under the last Order cart field on your form. Enter the name of the Formula field.
   Important: the name will appear on the checkout page of your form, so make it meaningful for your buyers. For example, you can name it “Discount.”
2. Enter the formula to calculate the discount. For example, you’d like to provide a 10% discount if the total order is $50 or higher. Your formula must check if the total of the Order cart is higher or equal to $50, and if yes, calculate the 10% discount. If not, the discount is 0%.
   
   The formula will look like this (see also Examples 1 and 2 below):
   Order = @Choose your product: ;
   Discount = Order >= 50 ? -0.1 : Discount ;
   Order*Discount
   
   Read more about how the Formula field works
   The Formula field supports the functions from the math.js library. To review the full list, please visit https://mathjs.org/docs/reference/functions.html
3. Click the green cog button to open the setting section of the Formula field. Toggle the Currency setting to ON and choose the required currency from the drop-down menu.
4. Check the box with the Discount option on the Checkout field.

Example 1:

The form has one order cart and offers a 10% discount if the total order is higher than $50.

This is what the form looks like in the Form Builder section of an AidaForm account:

Example 2:

The form has multiple order carts. It offers a 10% discount for orders higher than $50 and a 15% discount for orders higher than $150. The formula in this case will looks like this:

Order = @Order cart 1: + @Order cart 2: ;
Discount = Order >= 50 ? -0.1 : Discount;
Discount = Order >= 150 ? -0.15 : Discount;
Order* Discount

3. How to automatically calculate and apply a fixed-amount discount (for example, $5) for a specific order cart

You need to use the Calculation field to set a discount, and then add the Calculation field to the list of fields processed by the Checkout field.

Steps to create a fixed-amount discount using the Calculation field:

1. Add the Calculation field right under the last Order cart field on your form. Enter the name of the Calculation field.
   Important: the name will appear on the checkout page of your form, so make it meaningful for your buyers. For example, you can name it “Discount.”
2. Click the green cog button to open the setting section of the Calculation field. Set calculations using the When-Then fields. For example, if you’d like to provide a $5 discount for an order that includes products from a specific order cart, the calculation will look like:
   
   Read more about how the Calculation field works
   
3. Toggle the Currency setting ON located at the very bottom of the settings area and choose the required currency from the dropdown menu.
4. Check the box with the Discount option on the Checkout field.

Example:

The form has two order carts: one cart sells product sets and another one sells soap by the piece. The buyers who choose any product set get a $5 discount.

This is what the form looks like in the Form Builder section of an AidaForm account:

Do you have questions? Are you unsure of how to create formulas and calculations for your form? Contact our support team and we will be happy to help!