Pricing Strategies: #4 Counting on Discounts

Pricing Strategies: #4 Counting on Discounts

"Is there any chance I can get a little discount on this month's service?"

Maya hears this almost every time at her fitness studio. She offers monthly subscription plans for various services, including yoga, strength training, wellness sessions, and personal training. Customers loved the classes, but they also loved looking for small savings whenever they could.

Alert
Some were first-timers hoping for a welcome deal.
Some were long-time clients asking for a loyalty benefit.
Others were referred by friends and were hoping for a referral discount.

 

At first, Maya tried to handle discounts manually by editing the invoice, creating a custom price and applying ad-hoc reductions. But as her studio grew, with multiple centres and more clients requesting discounts, she clearly understood that discounts weren't just giveaways; they were a strategic way to drive signups, retain customers, reward loyalty, and promote sales.


Unlike Maya, there are several thousand businesses and service providers who have considered offering discounts, but they end up creating a mess or stop midway due to an inappropriate configuration.

In this article, we are going to cover how Coupons in Zoho Billing offer convenience for giving discounts, setting up logic, and being transparent in their offerings.

Coupons in Zoho Billing 

Coupons allow you to apply controlled, rule-based discounts to subscriptions, invoices and addons. They help businesses attract customers, increase conversions and maintain long-term loyalty without losing control over revenue.


Zoho Billing's coupon system includes a wide range of powerful capabilities. Let's explore each of them in detail.

Discount Type 

Zoho Billing lets you design coupons with the discount calculation you want. It is done in two ways,

  • Percentage-based discount. (Example 10% off)

  • Flat rate discount. (Example $10 off)

Idea

Strategic Advantage:

Percentage discounts attract attention. It can be used for promotional sales and new customer incentives. At the same time, flat rate discounts maintain margin clarity, which can be used for targeted reductions or compensation credits. Align your discount type with your revenue model.


How are Discounts Deducted? 

The discount application affects how the subscriber actually experiences savings. Zoho Billing supports,

  • Plan-level discount: Applied only for subscription plan pricing.

  • Addon level discount: Applied only to selected addons.

  • Invoice level discount: Applied to the total invoice amount.

  • Recurring or one-time discounts: Apply either repeatedly or once, depending on how they are defined.

Idea

Strategic Advantage:

Control precisely where the discount applies so that promotions don't unintentionally reduce assured revenue.


Setting Up Expiry 

Coupons can be time-bound, ensuring urgency and promotional control. You can choose between,

  • No expiry

  • Specific calendar date for a limited promotional period.

Idea

Strategic Advantage:

Use expiries to create urgency ("Offer ends this Sunday!"), regulate campaign periods and avoid long-tern unintentional discounts.


Maximum Redemption 

Not all discounts are meant to be universal. Zoho Billing lets you limit how many times a coupon can be redeemed across all customers. You can set the redemption times as the number of times the discount gets applied to a subscription.

This is done to

  • Prevent discount misuse.

  • Keep promotions budget-friendly

  • Make time-based campaigns more straightforward to manage.

Idea

Strategic Advantage:

Scarcity increases desire. Limited redemption coupons can rapidly boost signups.   


 Advanced Coupon  Management

Advanced Coupon Management addresses key challenges, including coupon duplication, eligibility control, and improved discount management. By enabling advanced coupons, the following configurations can be set up:


Customer Eligibility:

Advanced Coupon lets you define who can redeem the coupon. This is ideal for targeting specific groups, such as elite customers, new sign-ups, or high-value subscribers.

Example: Providing a 20% first-time discount for New signups.


Product Eligibility:

By creating separate coupons for different products, Advance coupons let you specify which product, plan, or addon is eligible for a discount. This way, you can configure coupons globally for all products.

Example: A coupon can be valid for "Plan A" and "Addon A" from "Product A", but restricted from use on "Product B".


Maximum Redemption Per Customer:

Businesses can now limit a coupon for a customer for a specific number of times, preventing excessive redemptions.

Example: A customer can redeem a 10% discount coupon for only two cycles, after which it becomes invalid.  

Idea

Strategic Advantage:

Advanced coupons help design lifecycle-based discounts (onboarding, reactivation, upsell nudges, etc) that increase retention.


Additional Coupon Codes 

Zoho Billing lets businesses generate multiple coupon codes linked to the same discount rule. You can create this in bulk or import it into the system, and it can be used.

A primary coupon is created by defining the discount structure (percentage or fixed amount), the maximum number of redemptions, and the expiry date. You can generate multiple coupons that link back to the Default Coupon in the following ways:


Manually Entering Codes: If you want to assign specific codes for tracking or personalisation. This will be helpful for small promotional campaigns.

Auto-Generate Codes: If you are running a large-scale campaign, you can let the system generate a batch of unique codes in bulk by defining the prefix, suffix, and the number of characters it takes.


This helps in,

  • Tracking which marketing channel performs best.

  • Personalising codes by customer segment.

  • Running simultaneous campaigns using different code names.

  • Avoiding manual discount creation to prevent duplication.

Idea

Strategic Advantage:

Multi-code campaigns let you measure Return on Investment across social media, email, influencers, events, referral sources and so on, all with the sample discount logic.


 What Coupons Do for Your Business 

Coupons are more than just discounts; they are a customer behaviour tool that drives more than just monetary advantage for a business. Different coupon configurations provide different outcomes.

They help you,

  • Increase signups with welcome offers.

  • Reactivate old customers with comeback incentives.

  • Encourage plan upgrades with timed discounts.

  • Drive referral and viral sharing.

  • Introduce urgency that pushes customers to act.

 Coupons help businesses attract, retain, and re-engage customers while maintaining complete control over the revenue. Not all discounts are equal, but with the right system, they become a competitive advantage.


Notes
Up Next: Stay local & sell global.

 

    • Sticky Posts

    • Community Learning Series | Digest #5 — September 2020

      Dear customers, We're happy to bring you the September edition of our #CommunityDigest! Keep track of your subscription KPIs right from your smartphone: Last month, we enhanced our Android mobile app to help our customers get daily updates on their business health. We got to know from a lot of customers that this has made their job much more easier because they no longer have to keep a reminder to manually check on the previous day's revenue or activations. If you have not downloaded it yet, here's
    • Community Learning Series | Digest #4 - August 2020

      Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you
    • Community Learning Series | Digest #3 - July 2020

      Dear customers, We hope you're staying safe and healthy. We're glad to bring you the July edition of our #CommunityDigest. New community members can view our previous newsletters here. This time, we have two major updates and three interesting topics for you: 1. Zoho Subscriptions Developer Community Since the inception of Zoho Subscriptions, our team believed that the recurring billing platform we provide should be able to offer an extensive API library that empowers businesses to automate most
    • Introducing: Community Learning Series | Digest #1 - May 2020

      Dear customers, We hope you are staying safe and healthy. Helping businesses manage their customer subscriptions more efficiently has always been, and always will be, our goal at Zoho Subscriptions. We strongly believe this is possible if we grow together as a community and share what we know with each other. To nurture this shared learning experience, here is our brand-new Community Learning Series! ​ Welcome to the first edition of our digest! Each edition of our community digest includes guides
    • Recent Topics

    • Prefill form with CRM/Campaigns

      I created a form in zForms and created prefill fields. I added this to the CRM and selected the fields so when sending from the CRM, the form works great. However, I want to use the same form in Campaigns and I want it to pull the data from CRM (which
    • Notes badge as a quick action in the list view

      Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated
    • Triggering a campaign automation from a Form

      I used Forms to create a lead form that is accessed by a button on my website. The field information flows into the CRM. However, I am trying to figure out how to use Campaign automations to start a workflow (series of campaign emails) that is triggered
    • Employee Appraisal Applicability - Why is Date of Joining Hard-Coded?

      In the new (to me, at least) Performance Appraisal Cycle wizard, it's possible to set criteria to determine for whom the appraisal process should apply. This makes sense on its face. However, one MUST use the Date of Joining criterion as a filter. Why
    • Formula fields

      Zoho People now supports formula fields. This post illustrates it. Formula fields are fields whose value is calculated instead of being entered by the user. Using this, number, decimal and date manipulations can be done. The value of this field could be numeric or date depending on the output of the formula. In date manipulations, the result will be given in milliseconds, which you can format as per you need. The operators we support are +, - , *, /. Formula fields get recalculated automatically
    • Copy paste from word document deletes random spaces

      Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without
    • Is it possible to use module field filters via URL parameters?

      It would be really convenient if I could quickly link to a filter. For reference, this is the filter functionality I'm referring to: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/advanced-filters/articles/advanced-filters For example: My
    • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
    • Lightbox Pop-up form

      I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically
    • Unable to remove the “Automatically Assigned” territory from existing records

      Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically
    • Data Processing Basis

      Hi, Is there a way to automate the data processing for a candidate every time an application arrives from job boards, without requiring manual intervention? That is, to automatically acquire consent for data processing. I've seen a workflow that allows
    • Lightbox Pop-up form

      I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automatically
    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
    • Customer Management: #5 Never Let the Customer Slip

      When Rahul started Knight's Watch Consulting, his focus was simple: deliver good work and keep clients happy. He offered one-time consulting projects, monthly advisory retainers and usage-based support for growing clients. Business was steady, and customers
    • 10GB Email Storage Limits in Zoho CRM

      We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I know
    • Zoho Projects Android and iOS app update: Mobile device permission based on user profiles

      Hello everyone! We have brought in support for mobile device permissions based on the user profiles which are configured in organization level. Administrators can now configure the permissions on the web app(projects.zoho.com) by following the steps mentioned
    • Good news! Calendar in Zoho CRM gets a face lift

      Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
    • How to import data from PDF into Zoho Sheet

      I am looking to import Consolidated Account Statement (https://www.camsonline.com/Investors/Statements/Consolidated-Account-Statement) into zoho sheet. Any help is appreciated. The pdf is received as attachment in the email, this document is password
    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 
    • Unlocking New Levels: Zoho Payroll's Journey in 2025

      Every year brings its own set of challenges and opportunities to rethink how payroll works across regions, regulations, and teams. In 2025, Zoho Payroll continued to evolve with one clear focus: giving businesses more flexibility, clarity, and control
    • Zoho Projects Android and iOS app update: Timesheet module is now renamed as 'Time Logs', delete option has been renamed to 'Trash'.

      Hello everyone! We have now renamed the Timesheet module as Time Logs and the delete option as 'Trash' on the Zoho Projects Android and iOS app. Time Logs Android: Time Logs iOS: Trash option Android: Trash option iOS: Please update the app to the latest
    • Zoho Mail app update: Manage profile picture, Chinese (Traditional) language support

      Hello everyone! In the latest version (v3.1.9) of the Zoho Mail app update, we have brought in support to manage profile picture. You can now set/ modify the profile picture within the app. To add a new profile picture, please follow the below steps:
    • Reminders for Article Approval

      Is there a way to send reminders for approvers to review articles and approve/deny them? I'm not seeing that option anywhere.
    • To print Multiple delivery notes in batches

      In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes
    • Add Full-Screen Viewing for Quartz Recordings in the Client Interface

      Hi Zoho Team, We would like to request an enhancement to the Zoho Quartz client interface when viewing submitted recordings. Current Limitation: When viewing a Quartz recording from the client (user) interface, there is currently no option to switch the
    • 2025 Recap: A Year to Remember | Zoho Inventory

    • Important Update : Pipedrive deprecated fields no longer supported in Zoho Analytics

      Dear Pipedrive users, We would like to inform you about a recent update related to your Pipedrive integration with Zoho Analytics. The Pipedrive team has deprecated certain fields from their application. You can find more details in the official Pipedrive
    • Product Updates in Zoho Workplace applications | November 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this November. Zoho Mail Format comments easily using Slash Commands With Slash commands, you can easily format text, insert
    • Right-Click Pipeline to Open in New Tab

      Please add the ability to right-click on a pipeline to open it in a new tab
    • Adjusting Physical Inventory

      Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be
    • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

      Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient
    • How to install Widget in inventory module

      Hi, I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?
    • Deluge date time issue

      The deluge function info zoho.currentdate.toString("MMM/YYYY") returns Dec 2026 instead of 2025
    • Sending automated messages that appear in the ticket's conversation thread

      Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waiting
    • Issue with Zoho Creator Form Full-Screen View in CRM Related List Integration

      Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” Inside
    • Set connection link name from variable in invokeurl

      Hi, guys. How to set in parameter "connection" a variable, instead of a string. connectionLinkName = manager.get('connectionLinkName').toString(); response = invokeurl [ url :"https://www.googleapis.com/calendar/v3/freeBusy" type :POST parameters:requestParams.toString()
    • sync views to sheet

      Im looking to sync my views aka reports in analytics to zoho sheets, when data is updated in analytics it also should be updated in sheets, till now zoho sheets only offer raw data connection and it is not enough as these reports are difficult to re-do
    • How to update the Status in a custom module?

      Hi, I have a custom module "cm_payment_registry" in Billing, I am trying to change the status which is "Draft" with: array = {"custom_status":"Approved"}; zoho.billing.update("cm_payment_registry",organization.get("organization_id"), XXXXXXXXXXXXXX, array,"connectionname");
    • is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

      so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign
    • Replace Zoho Invoice with QuickBooks

      We are implementing Zoho FSM for a cleaning business in the US with 50+ field workers. This business has been using Quickbooks for accounting for decades and will not migrate to Zoho Books. A major issue in the integration is the US sales tax calculation.
    • Next Page