Skip to content
Log inStart free

Checking a Discount Before It Goes Live

Tanqory does not have a preview that runs a discount against a sample cart. To check a discount before it applies to real orders, read the Summary Details list to confirm its rules, and place a test order at checkout. This article covers both checks.

Updated
Reading time
3 min
On this page

There is no preview in Tanqory that runs a discount against a sample cart and shows the result without activating it. To make sure a discount is set up correctly before it affects real orders, you have two checks: read the discount's own summary of its rules, and place a test order at checkout. Together they let you confirm the discount does what you intend before customers use it.

The first check is on the discount itself. The Summary panel's Details list restates the discount's rules in plain language, such as the value, what it applies to, who is eligible, any minimum requirement, whether it combines, and when it is active. Reading this before the discount goes live catches a wrong setting without needing a preview tool. The second check is a real order: place a test order that should get the discount and confirm the price changes as expected. Discount Detail Page covers the Summary panel.

Two ways to check

Check What it confirms
Read the Summary Details list That the discount's rules are set the way you intend, in plain language
Place a test order at checkout That the discount applies and the price changes as expected on a real order

Before you begin

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

Steps

1. Read the discount's Details before it goes live

Open the discount and read the Details list in the Summary panel. Check that the value, what it applies to, the eligibility, the requirements, the combinations, and the active dates match what you intend. Reading this first catches a wrong setting before the discount is live. See Discount Detail Page.

2. Schedule the discount to start later if you want time to check

If you want to check before the discount applies, set its start date in the future so it stays Scheduled until then. While it is Scheduled it does not apply, which gives you time to review it. See Schedule Discounts.

3. Place a test order at checkout

Once the discount is active, place a test order that should receive it. For a code, enter the code at checkout; for an automatic discount, build a qualifying cart. Confirm the price changes as expected, then place an order that should not qualify and confirm the discount does not apply. This is how you check the discount on a real order in place of a preview.

Verify the result

  • The Summary Details list matches the rules you intended.
  • A qualifying test order gets the discount and the price changes as expected.
  • An order that should not qualify does not get the discount.

Best practices

  • Read the Details list before a discount goes live, since it is the quickest way to catch a wrong setting.
  • Schedule a new discount to start a little later if you want time to review it before it applies.
  • Test both an order that qualifies and one that does not, so you confirm the discount applies only where it should.

Common mistakes

  • Expecting a preview against a sample cart, when Tanqory does not have one; use the Details list and a test order instead.
  • Activating without reading the Details, so a wrong setting reaches customers before you notice.

If something goes wrong

  • A test order did not get the discount. Check the discount is active and within its dates, and that the order meets its rules.
  • The Details do not match what you intended. Open the matching section on the discount and change it.
  • You cannot edit the discount. Your role may not have permission to manage discounts.

Next steps

Still stuck?

More in Discounts

  • 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.

  • Discount Management

    The Discounts page is where you manage every discount in your store. You filter the list by status, search for a discount, select rows to activate or deactivate several at once, manage the columns shown, export the list, and open any discount to edit it. Because everything is in one list, you can review and update your discounts from a single place.

  • 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

We use cookies

Necessary cookies keep the site working. With your permission we also use analytics and marketing cookies. Change your choice any time in Cookie settings.