Coupon Codes in Enrollsy can be edited after they've been created — including the code name, percentage, Discount Item, expiration date, and more. However, some changes behave differently than you might expect. Before making edits, review the section below so you understand what will and won't change retroactively on existing enrollments.
What to Know Before Editing
Keep these behaviors in mind before making changes to an existing Coupon Code:
Changing the percentage will not retroactively update the total amount due on any existing customer accounts. You will need to manually adjust any affected Invoices or Payment Plans on each individual account. There is currently no way to do this in bulk.
Changing the Discount Item (the discount type — such as Sibling Discount or Scholarship — that the Coupon Code is linked to) will not retroactively update the Discount Item on accounts where the code was already used at enrollment. To update the Discount Item on an individual account, go to the customer's transaction history on their Billing page, click the three-dot menu beside the discount line, select "Edit," scroll to the bottom, and update the Discount Item.
Adjusting the Coupon Code after the time of enrollment does not affect any manually adjusted Payments or Invoices for customers who registered using that code.
Editing or deleting the Discount Item the Coupon Code is attached to will also change or delete that Discount Item on any already-used Coupon Code transactions that reference it.
Edit Coupon Code
To edit a Coupon Code, you'll access it through the Program it's attached to.
Go to the Programs page and click the pencil icon beside the Program that uses the Coupon Code you want to edit.
In the Program editor, select Enroll Form from the left menu, or scroll down to the Enroll Form section.
Click the down arrow on the right side of the Coupon Codes row to expand the list.
Find the Coupon Code in the list. Click the cog icon to open its options, then click the pencil icon to edit it.
The Coupon Code widget will open. You can edit any of the following fields:
Coupon Code name
Optional label
Optional message
Expiration date (optional)
Discount Item
Percentage amount
Charge Item(s) to be discounted
Click Save to apply your changes.
Expire a Coupon Code
Expiring a Coupon Code makes it immediately invalid — any customer who tries to use it after that point will not be able to. Use this when a promotion has ended or you need to deactivate a code without fully deleting it. Note that a Coupon Code must be expired before it can be deleted.
Go to the Programs page and click the pencil icon beside the Program.
Scroll down to the Enroll Form (Optional) section. Click the down arrow beside Coupon Codes to expand the list, then click the cog icon beside the Coupon Code you want to expire.
Click the hourglass icon to expire the Coupon Code. It will become invalid immediately.
Delete a Coupon Code
Before deleting a Coupon Code, it must first be expired (see the section above). Once it has been expired, follow these steps:
Go to the Programs page and click the pencil icon beside the Program.
Scroll down to the Enroll Form (Optional) section and expand the Coupon Codes list. Click the Expired tab to view expired codes.
Click the cog icon beside the expired Coupon Code, then click the trashcan icon to delete it.
Deleting a Coupon Code permanently removes it from all views. If any Programs are still actively using the code, you will have to detach it from the Program (unselect it on the list of Coupon Codes).
