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Cognito s review Form: What You Should Know

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Video instructions and help with filling out and completing Cognito forms review

Instructions and Help about Cognito forms review

Music everyone, this is Nadia from Cognito Forms, and I'm going to show you how to create coupons and other types of discounts on your payment forms. We're going to walk through several different scenarios to give you a better idea of how to create discounts, as well as all the different ways that you can use them. Let's go ahead and get started. For this video, I'm using the basic sales form template, which is already set up with all the fields I need to collect payments, including a repeating section with product information, quantity amounts, and a price field that calculates the item total. To begin, I'm going to create a very basic coupon that will apply a discount when a customer enters a specific code. This process is pretty simple. Start by adding a text field to your form and label it "coupon code" or whatever you want. Next, you want to find the "show custom error" option in your text field settings and select "when." Here, I'm going to send an error message to display when customers don't enter the correct code. In this case, the code is "saved10" and the error message is "invalid code." The next step is to calculate the discount itself. To do this, just add a price field to your form labeled "discount" and open up the "amounts" section. For this calculation, we'll use an "if-then" statement to state that if the coupon code field is "saved10," then $10 will be subtracted from the order total. By the way, this calculation is case-sensitive, so if your coupon code is in all caps, the customer will need to enter it in all caps. As an easy workaround though, you can just set the default value of your text field as the field name followed by ".ToUpper" function....