Limiting Coupons to Specific Forms

Reading time: 3 minutes | Difficulty: Beginner

Overview

Control which payment forms accept a coupon code. This guide covers restricting coupons to specific forms.

Prerequisites

• At least one coupon created
• Multiple payment forms

Why Restrict Coupons?

Form restrictions let you:

• Create form-specific promotions
• Prevent discounts on certain products
• Target promotions to specific offerings
• Run A/B tests with different discounts

Accessing Form Restrictions

1. Edit a coupon (or create new)
2. Find the Allowed Forms section

Step 1: Choose Restriction Type

All Forms (Default)

The coupon works on any form with coupons enabled:

• Maximum flexibility
• Good for site-wide promotions
• No configuration needed

Specific Forms

The coupon only works on selected forms:

• Targeted promotions
• Product-specific discounts
• Form-based campaigns

Step 2: Select Forms

When “Specific Forms” is selected:

1. A list of your forms appears
2. Check the forms that should accept this coupon
3. Unchecked forms will reject the code

Example Scenarios

Product Launch Discount

Coupon: NEWPRODUCT25
Discount: 25% off
Allowed Forms: "New Widget Purchase" only

Result: 25% off only for the new product

Membership Discount

Coupon: MEMBERONLY
Discount: $10 off
Allowed Forms: Premium forms only

Result: Discount for premium products only

Exclude Sale Items

Coupon: REGULAR15
Discount: 15% off
Allowed Forms: All EXCEPT sale forms

Result: Discount only on regular-priced items

Customer Experience

Valid Form

When a coupon is used on an allowed form:

• Discount applies successfully
• Customer sees reduced total
• Order summary shows discount

Invalid Form

When a coupon is used on a restricted form:

• Error message displays
• “Coupon not valid for this form”
• Original price remains

Combining with Other Restrictions

Form restrictions work alongside:

• Usage limits – Maximum uses
• Expiration dates – Time limits
• Minimum amounts – Purchase thresholds

All conditions must be met for the coupon to apply.

Managing Multiple Coupons

Form-Specific Strategy

Coupon	Discount	Forms
BASIC10	10%	Basic Plan form
PRO20	20%	Pro Plan form
BUNDLE25	25%	Bundle form

Tiered Strategy

Coupon	Discount	Forms
SAVE5	$5 off	Low-tier products
SAVE15	$15 off	Mid-tier products
SAVE30	$30 off	High-tier products

Viewing Form Assignments

From the Coupons list:

1. View the coupon
2. Check the Allowed Forms column/section
3. See which forms are assigned

Changing Restrictions

To update form restrictions:

1. Edit the coupon
2. Change the form selection
3. Save changes

Changes apply immediately to new uses.

Best Practices

1. Clear naming – Name coupons to indicate their purpose
2. Document restrictions – Note why certain forms are included/excluded
3. Review periodically – Update restrictions when adding new forms
4. Test thoroughly – Verify coupon works only on intended forms
5. Communicate clearly – Tell customers which products/forms qualify

Common Questions

What if I add a new form later?

New forms are NOT automatically added to existing “Specific Forms” coupons. Update the coupon to include new forms.

Can a coupon have zero forms selected?

Yes, but it won’t work anywhere. This effectively disables the coupon.

Do form restrictions affect the admin view?

No, restrictions only affect frontend use. Admins can see all coupon details.

Troubleshooting

Coupon not working on expected form

1. Edit the coupon
2. Verify the form is selected
3. Check that form has coupons enabled
4. Verify no other restrictions block it

Coupon working on unexpected form

1. Edit the coupon
2. Check if “All Forms” is selected
3. Or verify the form isn’t accidentally checked

What’s Next?

• Setting Coupon Usage Limits – Limit uses
• Adding Coupon Fields to Your Form – Enable input
• Creating Discount Coupons – Coupon basics