How-to: Add & Manage Trip Coupons

Adding a Trip Coupon to give your Travelers a discount is super easy, for you AND your Travelers!

⚠️ Important things to note ⚠️

  • The (name of the) CODE (i.e. "Travel2023") cannot be updated after you create the COUPON, so be sure to double-check that it is correct
  • You can have more than one COUPON active at once, but Coupons can only be applied by Travelers to TRIPS in BOOKINGS MODE
  • Only one Coupon can be used per booking - so even if more than one Traveler registers, they will only get the Coupon applied once. This means, Travelers going on a trip together will either need to book separately to use multiple Coupons or you can create a special couples/friends/family Coupon.
  • The discount is a fixed amount (i.e. US$100), not a percentage
  • The Coupon CANNOT be removed once a payment is made
  • Coupons can only be added to individual TRIPS. Contact YouLi Support if you would like to add a Coupon to work across all of your Trips.
  • Once a Traveler registers using a COUPON, you'll see this in your ACTIVITY FEED and also in the MANAGE PAYMENTS tab
  • Discount is applied to the BALANCE, not the initial deposit.

How to: Add a new Coupon to your Trip

  1. Click on MANAGE TRIP COUPONS

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2. Select ADD COUPON

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3. Add coupon details (valid dates, amount, etc.)

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4. Click on ADD to save the coupon 

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Editing existing Coupons

  1. After creating a COUPON, you can edit:
    • The activation date - using the VALID FROM field
    • The expiration date - using the EXPIRE AFTER field
    • The DISCOUNT AMOUNT
  2. To edit any of those fields, from within the MANAGE TRIP COUPONS tab, click on the PENCIL ICON to edit the details of your Coupon 

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Managing Coupons

  • The FILTER BY STATUS dropdown allows you to filter your view.
  • Use this filter to stay organized and ensure only coupons you want Travelers to use, are active
  • Filter by:
    • ACTIVE
    • FUTURE
    • EXPIRED
    • Or instead, SHOW ALL! 🙂

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Delete a Coupon

CAUTION: You cannot delete a Coupon that has been used by a Traveler


1. From MANAGE TRIP COUPONS, click on the TRASHCAN ICON to delete the coupon 

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Troubleshooting

Why isn't my Coupon working?

It may be the formatting. Dashes are allowed but not underscores or spaces. So if you create a Coupon called "EARLY REG 10" (with spaces) it will show an error, but "EARLY-REG-10" will work.

 

NEXT STEPS: Understand what Coupons will look like for your Travelers & how to share your newly created Coupon Codes!


Need more help? 

Reach out to the YouLi support team via a chat box at the bottom of your screen or submit a ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, as we will walk you through the features and best practices.