# STANDARD OPERATING PROCEDURE (SOP)
## SOP-05: Marketing & Coupon Promotion Creation

| Document ID | Version | Effective Date | Process Owner | Target Audience |
| :--- | :--- | :--- | :--- | :--- |
| SOP-05 | 1.0 | September 4, 2026 | Marketing Coordinator | Sellers, Store Managers, Support Agents |

---

### 1. Objective & Scope
**Objective:** To outline the steps for designing, configuring, testing, and launching promotional coupons on the Goozone marketplace to drive customer conversion and seasonal campaign sales.

**Scope:** Covers both cart-level (global order total) discounts and product-specific coupons generated by sellers on the platform [15].

---

### 2. System Prerequisites & Required Tools
- Access to the Goozone Seller Dashboard [15].
- (Optional) Promotional banner image (for the coupon profile) [15].
- Standard test customer login (to verify coupon behavior) [15].

---

### 3. Step-by-Step Procedure

```
[Navigate to Coupons] ➔ [Click Add New Coupon] ➔ [Select Coupon Type]
                                                       │
                                                       ▼
[Save Coupon] ➔ [Select Date Range & Spend Caps] ➔ [Set Code Name & Value]
      │
      ▼
[Test Coupon on Cart] ➔ [Distribute on Social Media / Marketing Channels]
```

#### Step 1: Open Coupon Creator
1. Log into your seller dashboard.
2. Navigate to the **Coupons** tab on the sidebar menu [15].
3. Click the blue **"Add New Coupon"** button [15].

#### Step 2: Configure Core Discount Settings
1. **Coupon Type:** Select one of two options depending on your campaign goals:
   - **Coupon for Products:** Applies the discount only when specific items are in the cart [15].
   - **Coupon for the Total of the Order:** Applies a global discount to the customer's entire basket (e.g., Mother's Day special) [15].
2. **Coupon Code / Name:** Type the exact text the customer must enter at checkout. Keep it short, memorable, and uppercase (e.g., *MUSHROOMMOM*) [15]. Avoid spaces or special characters to minimize customer entry errors.
3. **Upload Coupon Banner:** (Optional) If your team has designed a promotional graphic for this discount, upload it here to show on your store page [15].

#### Step 3: Set Rules & Constraints (Critical for Profit Margins)
1. **Minimum Shopping (Minimum Spend):** Establish the minimum basket value required for the coupon to activate (e.g., *100* TT$) [15]. This encourages higher average order values.
2. **Coupon Discount Value & Type:**
   - Enter your discount number and carefully select the type from the dropdown:
     - **Percent (%):** Deducts a percentage of the total (e.g., enter *15* and select **Percent** for a 15% discount) [15].
     - **Amount ($):** Deducts a fixed currency amount (e.g., enter *15* and select **Amount** for a TT$15 flat discount) [15].
3. **Maximum Discount Amount:** If running a percentage coupon, set an upper cap to protect your margins. If you do not want a limit, enter a high placeholder number (e.g., *99999*) [15].
4. **Campaign Dates:** Select the **Active From** and **Active To** dates using the calendar tool to define the lifetime of your promotion [15].

#### Step 4: Save & Publish
1. Double-check code text, minimum spend rules, and discount types.
2. Click **"Save"** [15]. The coupon is now active in the system according to your date range.

---

#### Step 5: Mandatory Testing Protocol (Do Not Skip!)
*Always test your coupon before distributing it to the public to prevent checkout errors [15].*
1. Open a separate incognito browser window, log into Goozone with a test customer account, and visit your store [1, 15].
2. Add products to the cart until the total exceeds your set minimum spend threshold (e.g., add items to total TT$250) [15].
3. Navigate to the **Cart** page [15].
4. Paste your code into the **"Have a coupon?"** text field and click **"Apply"** [15].
5. **Verify Outcomes:**
   - Confirm that the coupon applies successfully [15].
   - Verify that the mathematical deduction matches your settings (e.g., 15% of $250 equals $37.50 saved) [15].
   - Attempt to apply the coupon with a cart total *below* the minimum spend and verify that the system correctly rejects it.

#### Step 6: Marketing & Distribution
- Share the exact spelling of the coupon code on your social media channels (Instagram, Facebook), include it in email newsletters, or print it on flyers included in outgoing deliveries [15].

---

### 4. Expected Deliverables & Outcomes
- An active, system-validated coupon code that applies correct checkout discounts [15].
- Increased average basket size by leveraging minimum-spend thresholds [15].
- Clear, tracked usage of promotional campaigns under dashboard analytics.

---

### 5. Troubleshooting & Promotion Issues

| Issue / Failure Point | Root Cause | Fix / Solution Path |
| :--- | :--- | :--- |
| **Customer reports "Coupon code is invalid"** | 1. Typo in code entry.<br>2. Cart does not meet minimum spend.<br>3. Coupon date range has expired [15]. | **Support:** Have customer check spelling. Verify that their basket meets the minimum spend threshold [15]. In the dashboard, check the coupon's active dates [15]. |
| **A $15% discount applied as a flat $15 off instead** | The coupon type was left on "Amount" instead of "Percent" during setup [15]. | Edit the coupon, change the discount dropdown from **"Amount"** to **"Percent"**, and click **"Save"** [15]. Re-test in cart [15]. |
| **We are losing money on large orders using high % discounts** | No maximum discount limit was configured | Edit the coupon and input a **Maximum Discount Amount** cap to safeguard profitability (e.g., cap at TT$50 max discount) [15]. |