> For the complete documentation index, see [llms.txt](https://docs.zotlo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zotlo.com/features/products-and-plans/discounts.md).

# Discounts

Discounts allow you to create and manage promotional offers within Zotlo. You can configure flexible discount rules and coupon codes to apply targeted price reductions across your products, enhancing conversion rates and customer loyalty.

To start creating offers, navigate to Catalog > Discounts on the Zotlo Panel and click "New Discount".

### Discount Configuration

When setting up a new discount, you define the core identity and value of your promotion:

* Discount Name: An internal label used to identify your campaign (e.g., *Black Friday Sale*).
* Discount Percentage: The specific percentage to be deducted from the product price.
* Checkout Discount Code: The alphanumeric string customers enter at checkout (e.g., `SAVE30`). You can manually enter a custom code or click "Generate a random code for me" for a unique string.

### Applicability

These settings determine how the discount interacts with your subscription lifecycles and product catalog:

* Enable recurring discount: When active, the discount applies to every renewal cycle. If disabled, it only applies to the initial payment.
* Apply to paid trial: Determine if the discount should further reduce the price of an already discounted introductory or paid trial period.
* Apply to specific packages: Restrict the discount to selected sales packages instead of making it available for all products.

### Redemption Rules

Set boundaries to manage your campaign's reach and protect your margins:

* Limit total redemptions: Define a maximum number of times the code can be used globally (e.g., limited to the first 100 customers).
* Set an expiration date: Pick a specific date and time for the discount to automatically expire.

### Apply Discounts at Checkout

To display the discount input on your payment forms, follow these steps in the Zotlo Panel:

1. Navigate to Hosted Checkout or Embedded Checkout settings.
2. Locate the Discount Settings section.
3. Switch on the "Enable discount code entry" toggle.

Once activated, an "I have a discount code" option will appear on your checkout form. When a customer enters a valid code, Zotlo automatically validates the rules and updates the total price in real-time.

<div data-with-frame="true"><figure><img src="/files/MVXYygAU7aWaEJdng1qZ" alt=""><figcaption></figcaption></figure></div>

### Quick Examples

| If your goal is...   | Recommended Configuration                                         |
| -------------------- | ----------------------------------------------------------------- |
| New User Acquisition | Keep "Recurring" off for a one-time welcome gift.                 |
| Long-term Retention  | Turn "Recurring" on to offer a permanent loyalty price.           |
| Flash Sale           | Use "Total redemptions" to limit the offer to the first 50 users. |
| Holiday Promo        | Set an "Expiration date" to drive immediate conversions.          |

### Discount Behavior on Plan Changes

Zotlo ensures a seamless transition when customers upgrade or downgrade their subscription plans:

* Optional Discount Retention (Keep Discount): By default, if a Recurring Discount is active, you can choose to carry it over to the new plan using the `keepDiscount` parameter. This ensures the customer remains discounted after the transition, provided the discount is valid for the new package.
* Discount Overrides: During an upgrade or downgrade, you can apply a new discount by passing the `discountCode` parameter. In this case, the existing discount is invalidated and replaced by the new code. This is ideal for offering specialized incentives when users move to premium packages.
* Precise Pro-rata Calculations: For mid-cycle plan changes, Zotlo’s billing engine automatically calculates the pro-rated amount based on the discounted price. The system ensures that credits and charges are accurately adjusted by considering both the old and new discount rules.

Developer Note: For discount-related parameter details (such as `keepDiscount` and `discountCode`) and API usage examples, please visit our Upgrade/Downgrade API Documentation.

{% content-ref url="/pages/9EczLg9GDvjKL1UOIwql" %}
[Change Plan](/integrating-zotlo/api-reference/subscriptions-endpoints/change-plan.md)
{% endcontent-ref %}


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