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Option Groups & Prices

Promo Codes

An overview on promo codes in MinistryPlatform, including what they are, how to use them, and how to create them.

Set promo codes on the Option Price record. If you set up a promo code, keep the following in mind:
  • You can use promo codes for a flat dollar amount (no percentages), and you should enter them as negative numbers. They should not contain special characters.
  • Promo codes work with products that only have a base price and products that only have an option price.
  • Promo codes apply per registrant.
  • Registrants can use a promo code that covers more than the required deposit, but promo codes do NOT count toward the deposit amount. They must still pay the deposit if there is a balance remaining, even if the promo code takes off an amount equal to or greater than the deposit.

Option Group

  • Always set up promo codes in their own separate option group. Don't mix them with option prices that don't have promo codes. This helps the registrant quickly see what discounts you offer and they can select a mutually exclusive option group option price and apply a promo code.
  • You can have multiple promo codes (option prices) on the same option group, such as one for students and another for volunteers.
  • On the related Option Group record, set Required to No.
  • If the related option group has Mutually Exclusive set to Yes, you can only apply one promo code.
Important: If you create a mutually exclusive option group with both a promo code option price and an option price without a promo code, the registrant can select the promo code without applying the discount. To avoid this, set up promo codes in their own separate option group.

Option Price

  • You can set a Max Qty on the Option Price record that limits how many times registrants can redeem a promo code. Each registrant can only add a promo code once.
  • To turn off the promo code, go to the Option Price record and set Active to No.

Event Registration

  • The Promo Code box always displays on the event registration.
  • Promo codes always display at the bottom of the registration page. If you have a Custom Form, the promo code displays at the bottom of the form too.
  • The Promo Code box labeled "Promo Code" is all that displays. The Option Title on the Option Price record only displays as part of the "confirmation" after a registrant successfully applies a promo code.

Example of a Promo for a free t-shirt with the Promo Code box and an Add button

Create a Promo Code

  1. In the Advanced menu, go to Products & Payments > Product Option Groups, and create a new option group:
    1. For Option Group Name, enter Promo Codes.
    2. Select the product these codes will apply to.
    3. Set Mutually Exclusive to Yes so that registrants can only use one promo code per registration.
    4. Set Required to No.
    5. Click Save.
  2. Go to the option group you created, click the Option Prices tab, and create a new option price:
    1. For Option Price, enter a negative amount.
      -15.00
    2. In Option Title, enter a name for the option.
      $15 Off for Volunteers
    3. Set Active to Yes to make the code available for use.
    4. If there are a limited number of promo codes available for registrants, enter that number in the Max Qty field.
    5. For Promo Code, enter the code a registrant should enter.
      VOL15
    6. To hide the promo code a certain number of days before the Event Start Date, enter that number for Days Out To Hide.
      Tip: This is useful for Early Bird Discounts.
    7. Click Save.

Use Promo Codes for Offline Payments

You can use promo codes to provide a cash or check option for events that require payment. This way, people can register online but pay in person next time they're at the church.

Note: This method requires you to manually track and follow up with individuals who did not pay online and need to pay in person.
  1. In the Advanced menu, go to Products & Payments > Product Option Groups.
  2. Open your promo code option group.
  3. Click the Option Prices tab, and create a new option price:
    1. For Option Price, enter a negative amount for the full cost of the event.
      If your event costs $100 total, enter -100.00.
    2. For Option Title, enter a name.
      Cash or Check Payment
    3. Set Active to Yes to make the code available for use.
    4. For Promo Code, enter the code a registrant should enter.
      CASH or CHECK
    5. Click Save.

When a registrant uses the CASH or CHECK promo code during registration, you'll want to follow up with them to get their payment.

MinistryPlatform

Last updated: September 13, 2024