How to Setup Coupons with Gravity Forms

Selling something online with Gravity Forms?

Need to setup a discount code / coupon to incentivize customers?

Here is precisely how to do just that.

Gravity Forms Coupons Add-On

The team behind Gravity Forms has an add-on that you can easily install from the Forms > Add-Ons.

screenshot of how to get to Forms > Add-ons
Find Forms > Add-ons in Gravity Forms

That will take you to a page listing all of the available Add-Ons. If you’ve got a developer’s license (now called Pro or Elite, depending on the level you purchase), or you’re a client of mine, you’ll have access to all of their Add-Ons, including the Coupons Add-On.

screenshot of coupons add-on for Gravity Forms

Click Install and Activate the plugin.

You’ll then have a new Coupons option under Forms.

coupons creation screen in Gravity Forms

If this is your first coupon, click Create One.

create new coupon, choose a form
Choose the Form you want to work with from the dropdown.

Next up, choose the form you want to create a coupon for from the dropdown.

You’ll be presented with several fields:

Coupon Name is largely for your own internal use.

Coupon Code should be the actual code they’ll use to redeem the coupon, such as BIGDISCOUNT or AUTUMN2017.

Coupon Amount can be a set dollar value or percentage discount, depending on your needs.

Start Date and End Date can be used to limit the duration the coupon is valid.

Usage Limit is good for offers like, “10% off to the first 20 customers” in that it limits the number of overall times the coupon can be used.

Is Stackable determines whether or not this coupon can be used with any other coupons.

Save the coupon and then head over to the form you want to allow customers to use the coupon code with.

In the Pricing Fields, you’ll now have a new Coupon option.

pricing field options in Gravity Forms after adding the Coupon Add-on
The new Coupon option in Pricing Fields is present after adding the Coupon Add-on.

Add one, and then set it up to read as you’d like.

Gravity Forms coupon field options

Click the Update button to save your form, and voila, visitors can now submit the coupon code when paying for your products.

Note that you’ll need to have a Total field displayed on the form for this to work.

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