How to Set Up Coupons and Promotions in Estage

How to set up coupons and promotions in Estage is one of the most useful things you can do to drive more conversions and reward your buyers. Inside Estage, the process is smooth and straightforward. Whether you’re creating a flash sale or offering exclusive promo codes to your email list, the platform gives you full control to manage and track everything with ease. In this guide, you’ll learn exactly where to go, what to click, and how to make your promotions work for your business.

Step 1: Open the Coupon Manager in Estage

A 2D digital illustration shows a user navigating a software dashboard to access the coupon manager, with an interface resembling Estage's layout and a highlighted navigation menu.

To start setting up a coupon in Estage, first log into your dashboard. From the top menu, hover over “Admin & Modules” just like you would when accessing the CRM.

In the dropdown that appears, click “CRM” to enter the main CRM area.

On the left sidebar, find and click “Coupons”. This is where all your coupons and promotions are managed. If you’ve never created one before, this section will be empty. Otherwise, you’ll see a list of all your active and past coupon codes.

To create a new one, click the blue “+ New Coupon” button in the top right corner.

Step 2: Set Your Coupon Details

Illustration of a woman setting up a coupon with a UI form showing fields for title, details, discount type, and an active toggle.

Once you click + New Coupon, you’ll land on the coupon creation screen shown above. Here’s how to fill it out:

Coupon Title
This is your internal reference. Give your coupon a name like "BlackFriday2025" or "VIPDiscount" so you can easily find it later.

Coupon Details (Optional)
This field is for notes or reminders. Type a quick description to remind yourself what this coupon is for. Customers won’t see this.

Discount
Enter the amount and choose the discount type. Use the dropdown to select either a percentage or a fixed amount. For example, type 10 and choose Percent to offer 10 percent off.

Coupon Usage Count
Click this checkbox if you want to limit how many times the coupon can be used. If left unchecked, it can be used unlimited times.

Dates
Click this checkbox to add a start and end date. This lets you run limited-time promotions.

Tags
Use this to restrict the coupon to certain users with specific tags. Leave it blank to make the coupon usable by anyone.

Products
Choose which products this coupon applies to. If you leave this blank, it will apply to all products by default.

Active Toggle
Make sure this is turned on (green) to enable the coupon.

Once you fill everything out, hit the blue Create button in the bottom right corner to save the coupon.

Step 3: How to Manage and Edit Existing Coupons

A flat-style digital illustration in the image depicts a woman editing coupon listings on a large screen interface.

After creating your coupons, you might need to update them or check how they’re performing. Here’s how to access and manage your coupons inside Estage.

From the left-hand menu inside the Estage dashboard, click on Coupons. This brings you to the main coupon management screen where you’ll see a list of all active and inactive coupons.

Each coupon row shows the title, discount amount, and status. To the right of each row, you’ll see an action menu represented by three dots. Click this to:

Edit a coupon if you need to adjust the details, expiration, or discount amount.
Deactivate a coupon if you want to turn it off without deleting it.
Delete a coupon permanently from your system.

If you have a long list of coupons, use the search bar at the top to quickly find a specific one by name.

Keeping your coupons updated helps avoid customer confusion and ensures your promos are running exactly as intended.

Final Thoughts on Using Coupons in Estage

Setting up and managing coupons in Estage is simple, flexible, and built to boost your product sales. Whether you're running a limited-time promo, offering early-bird pricing, or rewarding loyal users, Estage gives you the control to create exactly what you need.

Once you get familiar with the process, creating and managing coupons becomes second nature. You can easily fine-tune who can use each coupon, limit usage, control availability by date or tags, and link them directly to specific products.

If you're serious about growing your digital product sales, coupons and promotions are tools you don’t want to overlook. They create urgency, drive conversions, and give your offers that extra edge. Just make sure every promotion you run has a clear goal and aligns with your audience’s interests.

Ready to start boosting your conversions with smart, targeted discounts? Head into your Estage dashboard and try it out today.