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Lesson 9 of 10 · 3:41 · Beginner

Discounts and promo codes

Create discounts and checkout codes from the Memberstack dashboard.

Where this fits

Your plans and pricing table are in place. Now you’ll give people a reason to buy with a discount or promo code.

By the end of this lesson you can

  • Create a discount under Plans in your Memberstack dashboard
  • Choose a percentage or fixed amount, and how long it lasts
  • Limit a code to one plan or to new customers
  • Apply a code at checkout and see its uses synced to Stripe

Heads up: This is a 2026 feature. Before it, discounts had to be made in Stripe. Any discounts you already made there show up automatically.

Lesson notes

How it works

How discounts work in Memberstack

Discounts now live under Plans in the Memberstack dashboard. Before this, you made a coupon in Stripe's Coupons section, then a separate promo code, then shared that code. Now you create the discount and its code in Memberstack, and it syncs live with Stripe. Discounts you already made in Stripe show up automatically.

Each discount is tied to a plan you have already created. You choose how it applies: customers type a code at checkout, or the discount is applied to the plan automatically.

How to create a discount and promo code

Everything is set in one form. Each switch you turn on opens its own options.

  1. Open the Discounts section under Plans and create a new discount.
  2. Enter the code you'll share with customers, and choose whether it's for first-time customers only or for everyone.
  3. Pick a percentage or a fixed amount, and set the value.
  4. Set the duration: first payment only, a set number of months, or every payment.
  5. Choose the plan it applies to, and optionally a maximum number of uses and an expiry date.
  6. Give it an internal name, choose code at checkout or automatic, then create it.

What the customer sees at checkout

With code at checkout, the Stripe checkout or customer portal shows a promo code field. The customer enters the code and the discount comes off before they confirm. Each use counts against the discount and its code, and the count shows both in the Discounts section and in your Stripe dashboard.

Stripe's minimum charge still applies. Memberstack's docs note Stripe rejects a coupon that leaves a price between $0.01 and about $1.00, so use 100% off or leave more than $1.00.

Before you move on

0 of 5

Tick these off on your own site. Done with all of them? You’re ready for the next lesson.

Up next: Last in this journey, you’ll let people try a plan for a set number of days and lose access automatically when it ends.

Chapters

Common questions

Do I still need to create coupons in Stripe?

No. You can create discounts and promo codes under Plans in the Memberstack dashboard and they sync with Stripe. Coupons you already made in Stripe show up automatically.

Can a discount last for more than the first payment?

Yes. Set the duration to the first payment only, a set number of months, or every payment.

Can I limit a promo code to new customers?

Yes. When you create the discount you can restrict it to first-time customers, cap the number of uses, set an expiry date and limit it to one plan.

Keep going

Checked against the Memberstack docs

TranscriptAuto-generated captions
  1. 0:00

    Hi, I’m Memberstack, and today we’re going to talk about our new feature that allows you to set up discounts and promo codes directly in the Memberstack dashboard. If you’ve previously set up promo codes and discounts in Memberstack, you know that the existing solution required going to the Stripe panel, coupons section, where after creating a coupon, you had to create a separate promo code, which you then passed on to users. With our new feature, you no longer need to leave your

  2. 0:31

    Memberstack dashboard. Here’s how it works. You go to the discounts section and create a new discount. All your discounts will be tied to the specific plan you have already created. You have two options for setting up a discount . You can either allow customers to enter the code at checkout or automatically apply it to the plan. So, to set it up, I’ll just enter a discount code that I’ll share with users, and you can limit its use to new customers only or leave it for everyone

  3. 1:01

    else on every transaction. OK. Other options you have are to specify whether it’s a percentage discount or a fixed amount. Any of these switches opens up options that you can configure. There are also duration settings: for the first payment only, for several months, or for each payment. Once you have all this information configured, you can apply it to a specific plan. In my case, I will apply it to the demo version of the coupon. Then

  4. 1:31

    I will set the discount amount to 100 percent. I will leave the maximum number of uses unlimited. I will not specify the expiration date . And the name that is for internal use only, I will call "demo". Once you have everything set up, you can choose to enter the coupon at checkout or have it applied automatically. Next, you can proceed to create a discount and code. After creating a discount code, you

  5. 2:03

    will see it in your control panel. After that, all you have to do is share this discount code or coupon with your users , and they will be able to use it during checkout. In theory, it looks like this: I go to the codes, copy this code, and open the pricing page. Next, I’ll go to my Stripe customer portal where I can add a new plan, and I’m going to upgrade my plan to this one . Continue. After that, you can

  6. 2:36

    see that I have the option to enter a promo code. I will apply the code that gives a 100% discount, and then click "Confirm ". And this way, users get the opportunity to use coupons or promo codes that you have set up directly in the Memberstack control panel, instead of going to the Stripe panel, which also simplifies your setup. And inside Memberstack, if you go back

  7. 3:06

    to the discounts section, you’ll see that the number of uses is now one, and for codes here you can also see that the number of uses is one. And it all syncs with your Stripe dashboard too. So you see I have a demo coupon and it was also used once. So, if you have any questions about how this all works, feel free to leave them in the comments below, and I’ll see you in the next video. See you later.

This is v1 of Memberstack University, built from the tutorials we’ve put so much work into over the years. We’d like to make a more organized series.