Promo Codes
Promo codes are set on the Option Price record. If you set up a promo code, keep the following in mind:
- Promo codes can be used for a flat dollar amount (no percentages) and should be entered as a negative number. They should not contain special characters.
- Promo codes work with products that only have a base price as well as products that only have an option price.
- Only one promo code can be applied per each unique registration.
- 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 are being offered and allows a mutually exclusive option group option price to be selected while also applying 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, only one promo code can be applied.
Important: Creating a mutually exclusive option group that has both a promo code option price and an option price without a promo code, the registrant is able to select the promo code but the discount is not applied. Avoid this by setting 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 a promo code can be redeemed by all registrants. (The Qty Allowed field does not pertain, a promo code can only be added once by a single registrant.)
- You can also turn off the promo code by going to the Option Price record and setting Active to No.
Event Registration
- Similar to many other event registration systems, the Promo Code box always shows on the event registration.
- Promo codes always show at the bottom of the registration page. And if you have a Custom Form, below that as well.
- The Promo Code box labeled "Promo Code" is all the detail that displays. The Option Title on the Option Price record only shows as part of the "confirmation" after a promo code is successfully applied.
Create a Promo Code
- Make sure you've created the Product that your promo code will apply to.
- Go to , and create a new Option Group:
- For Option Group Name, enter "Promo Codes".
- Select the Product these codes will apply to.
- To only allow one promo code to be applied per registration, set Mutually Exclusive to Yes.
- Set Required to No.
- Click Save.
- Go to the Option Group you created, click the Option Prices tab, and create a new Option Price:
- For Option Price, enter a negative amount, such as -15.00.
- For Option Title, enter something like "$15 Off for Volunteers".
- Set Active to Yes to make the code available for use.
- If there are a limited number of promo codes available for registrants, enter that number for Max Qty.
- For Promo Code, enter the code a registrant should enter, such as "VOL15".
- If you want to hide the promo code a certain number of days before the Event Start Date, enter that number for Days Out To Hide. (This is useful for Early Bird Discounts.)
- 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.
- Go to , and open your promo code Option Group.
- Click the Option Prices tab, and create a new Option Price:
- For Option Price, enter a negative amount for the full cost of the event. For example, if your event costs $100 total, enter -100.00.
- For Option Title, enter something like "Cash or Check Payment".
- Set Active to Yes to make the code available for use.
- For Promo Code, enter the code a registrant should enter, such as "CASH" or "CHECK".
- 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.