Configuration: Discount Codes

Configuration: Discount Codes

1. This tutorial will cover how to create Discount Codes that can be used to reduce the costs of event and membership registration.
2. Start by clicking on Financials on the Main Menu and then selecting Discount/Promo Codes under Configurations.

   

3. In the resulting screen you will find a list of all existing discount codes.

   

4. , To edit an existing discount or promo code, click on the Edit button for the appropriate code.

   

5. You will be routed to the configuration screen. After making changes or updates on the discount code, click Saveand Save Add New.

   

6. To create a new discount code, click on the Add New Discount/Promo Code button in the lower right.

   

7. On the Discount/Promo Code creation screen, start by indicating the Discount/Promo Code that will be entered in the indicate field.

   

8. This code is case sensitive and is what will be used by the contact on the public site, or by the user on the Invoice screen. 
9. Next indicate the discount type (Flat amount or percentage), and the amount by which reduce the transaction.

   

10. Next, for internal reference, you may provide a Description for the code.

    

11. With the Start Date and End Date fields, indicate the time frame in which the discount code will be available for use.

    

12. The Usage Limit/Person field will allow you to indicate how many times a code can be used in total by a given individual.

    

13. Use the Usage Limit field to indicate what, if any, the total maximum uses of the code may be.

    

    

14. In the Applicable To section indicate whether the code is to be use with Events, New Memberships or Renewing Memberships and e-Store purchases. Please Note: if your organization has turned off either Events Module, Membership Module and/or E-Store Module, then these fields will not be available to you.

    

15. If the code is to apply to only to specific events, memberships e-store products, indicate this with the Select option and indicate which.

    

16. When you have finished configuring the Discount Code click on Save or Save and Add New.