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      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

      How to: Add a new Coupon to your Trip

      1. Click on MANAGE TRIP COUPONS

      Screen_Shot_2021-10-18_at_12.16.57_PM.png

      2. Select ADD COUPON

      Add_Coupon.gif

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

      Screen_Shot_2021-10-18_at_12.42.53_PM.png

      4. Click on ADD to save the coupon 

      Screen_Shot_2021-10-18_at_12.42.53_PM.png


      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 

      Screen_Shot_2021-10-18_at_2.16.36_PM.png

       

      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!

      Screen_Shot_2021-10-18_at_2.11.08_PM.png

       

      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 

      Screen_Shot_2021-10-18_at_2.27.20_PM.png

       

      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.