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Expert Answer • 1 min read

What documentation should I keep for discount campaign compliance?

As an e-commerce business owner, I'm struggling to understand the documentation requirements for maintaining legal and financial compliance with my discount campaigns. I need a comprehensive guide that outlines what records I should keep, how long I should retain them, and what specific details are crucial for potential audits or tax reporting. My goal is to create a systematic approach to tracking discount campaigns that protects my business and provides clear financial transparency.
Muhammed Tüfekyapan

Muhammed Tüfekyapan

Founder & CEO

1 min

TL;DR - Quick Answer

Maintain detailed records including campaign parameters, discount codes, total value, usage statistics, customer details, date ranges, and financial impact. Store digital and physical copies securely for at least 3-7 years depending on your jurisdiction's tax and business regulations.

Complete Expert Analysis

Comprehensive Discount Campaign Documentation Framework

Proper documentation ensures legal compliance, financial accuracy, and strategic insights into your promotional activities.

Essential Documentation Categories

CategoryKey DocumentsRetention Period
Campaign PlanningCampaign brief, strategy document7 years
Financial RecordsDiscount value, revenue impact7 years
Code ManagementUnique code logs, redemption data5 years
Customer DataAnonymized usage statistics3-5 years

Detailed Documentation Checklist

1.

Campaign Configuration Details

  • Campaign name and identifier
  • Start and end dates
  • Discount percentage or fixed amount
  • Eligibility criteria
2.

Financial Tracking

  • Total discount value issued
  • Number of redemptions
  • Net revenue impact
  • Average order value during campaign
3.

Code Management Records

  • Unique code generation logs
  • Code usage timestamps
  • Redemption channel
  • Expiration tracking

Recommended Storage Methods

Digital Storage

  • ✓Encrypted cloud storage
  • ✓Backup on multiple platforms
  • ✓Access-controlled repositories

Physical Documentation

  • ✓Printed summary reports
  • ✓Secure filing system
  • ✓Fireproof storage

Automate Documentation with Growth Suite

Growth Suite automatically generates comprehensive documentation for every discount campaign. The platform tracks detailed metrics including unique code generation, redemption rates, revenue impact, and visitor behavior. With built-in analytics and exportable reports, merchants can effortlessly maintain compliant, organized records without manual data compilation. The system creates standardized documentation that meets financial and legal record-keeping requirements while providing actionable insights into campaign performance.

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Muhammed Tüfekyapan

Muhammed Tüfekyapan

Founder & CEO of Growth Suite

With over a decade of experience in e-commerce optimization, Muhammed founded Growth Suite to help Shopify merchants maximize their conversion rates through intelligent behavior tracking and personalized offers. His expertise in growth strategies and conversion optimization has helped thousands of online stores increase their revenue.

E-commerce Expert Shopify Partner Growth Strategist

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