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Discount Timeline

The Timeline at the bottom of a discount records when the discount was created and updated, each entry marked with the date and time. It also has a comment box where staff can leave notes that only you and other staff can see, so you can check what has happened to a discount and add context for your team.

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The Timeline sits at the bottom of a discount's detail page and records what has happened to the discount. Each entry is shown on a dated line, for example that staff created the discount and later updated it, with the time of each. Because the entries are kept in order with their timestamps, the Timeline is where you look first when a discount has changed and you want to see when.

Above the entries is a comment box. You can type a note, use the emoji, mention, tag, and attachment controls, and post it with Post. A line reads "Only you and other staff can see comments", so a comment is internal to your team and is not shown to customers. Use it to record why a discount was changed or what a campaign is for, so the next person who opens the discount has that context.

What the Timeline shows

Part What it shows
Entries That the discount was created and updated, each on a dated line with the time
Comment box A field to leave a note, with emoji, mention, tag, and attachment controls and a Post button
Visibility note "Only you and other staff can see comments", so comments stay internal

Before you begin

  • Your role includes View discounts.
  • Open Discounts in the admin sidebar and open the discount you want to work on.

Steps

1. Open a discount

On the Discounts page, click the discount you want to open its detail page. See Discount Management.

2. Scroll to the Timeline

Scroll to the bottom of the detail page to the Timeline. The entries show that the discount was created and updated, each with its date and time, so you can see when the discount last changed. This is useful when a discount is not behaving as you expect and you want to check whether it was edited.

The Timeline on a discount, with a comment box and entries showing that staff created and updated the discount, each with a time. (opens full size)

3. Leave a comment for your team

Type a note in the comment box and click Post. The note is added to the Timeline and, as the box notes, only you and other staff can see it, so use it to record why a change was made. This keeps the reason for an edit with the discount instead of in a separate place.

Verify the result

  • The Timeline lists the create and update entries with their dates and times.
  • A comment you post appears in the Timeline for other staff to see.

Best practices

  • Check the Timeline before investigating a discount problem, since a recent update is often why a discount started behaving differently.
  • Leave a comment when you make a significant change, so the reason is recorded with the discount for your team.

Common mistakes

  • Skipping the Timeline when a discount changes unexpectedly, so you miss that it was recently edited.
  • Expecting the Timeline to show customer activity, when it records changes to the discount and internal staff comments, not customer redemptions.

If something goes wrong

  • You are not sure when a discount changed. Open the Timeline and read the update entries and their times.
  • A comment did not save. Confirm you clicked Post and that the box was not empty.
  • You cannot open the discount. Your role may not have permission to view discounts.

Next steps

Still stuck?

More in Discounts

  • Create a Discount Code

    A discount code is a code customers enter at checkout to get a discount. You create one from the Discounts page by choosing a discount type, setting the method to Discount code, and entering the code and its value.

  • Discount Usage Limits

    The Usage limits section controls how many times a discount can be redeemed. You can cap the total number of uses across all customers, and you can limit each customer to one use. Because a discount with no limit can be shared and reused without bound, these two settings are how you keep a code from being redeemed far more than you planned.

  • Apply a Discount to a Customer Segment

    The Eligibility control on a discount decides who can use it. You can leave it open to all customers, or limit it to a market, to specific customer segments, or to individual customers. Limiting a discount to a segment means only customers who match that segment can redeem it, which is how you run an offer for a chosen group such as returning or high-value customers.

  • Automatic Discounts

    An automatic discount applies at checkout with no code to enter. You create one like any discount, but set the Method to Automatic discount and give it a Title that customers see in their cart and at checkout.

All 32 articles in Discounts

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