Configuration: Discount Codes
- This tutorial will cover how to create Discount Codes that can be used to reduce the costs of event and membership registration.
- Start by clicking on Financials on the Main Menu and then selecting Discount/Promo Codes under Configurations.
- In the resulting screen you will find a list of all existing discount codes.
- , To edit an existing discount or promo code, click on the Edit button for the appropriate code.
- You will be routed to the configuration screen. After making changes or updates on the discount code, click Saveand Save Add New.
- To create a new discount code, click on the Add New Discount/Promo Code button in the lower right.
- On the Discount/Promo Code creation screen, start by indicating the Discount/Promo Code that will be entered in the indicate field.
- 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.
- Next indicate the discount type (Flat amount or percentage), and the amount by which reduce the transaction.
- Next, for internal reference, you may provide a Description for the code.
- With the Start Date and End Date fields, indicate the time frame in which the discount code will be available for use.
- The Usage Limit/Person field will allow you to indicate how many times a code can be used in total by a given individual.
- Use the Usage Limit field to indicate what, if any, the total maximum uses of the code may be.
- 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.
- If the code is to apply to only to specific events, memberships e-store products, indicate this with the Select option and indicate which.
- When you have finished configuring the Discount Code click on Save or Save and Add New.
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