Promo Codes

Jump to: ||  List  ||  Create Promo Code  ||  Import Discounts  ||  Import Promo Codes  ||  Individual  Report  || See Also  ||

You arrive at this page when you click Plan > Promo Codes. Here you can add and edit promo codes, as described below, for your attendees to use.

Each promo code has one or more discounts assigned to it. When an attendee registers with a valid promo code, that discount is applied to their fees.

You can use existing discounts you've set up on Event Setup > Agenda Items, or add custom discounts as part of creating promo codes. (See the Discounts step below.)

Note: Discounts you create here are created as agenda items (of Type "Fee"). They are therefore visible on Event Setup > Agenda Items, and can be edited there.

Forms: To add Promo Codes to a registration form, add a Promo Codes section to the form.

Play (icon) Videos: All Certain University videos about Promo Codes

Note: To use Promo Codes in your event, the Registration Groups as Promo Codes sub-module (of the Event Module) must be enabled for the event in Plan > Configure > Options > Functional Areas Needed by This Event.

(Caution: When Registration Groups as Promo Codes is enabled for an event, you cannot enable the original Registrations Groups module, nor Appointment Rotations, in the same event.)


Promo Code List

A list of current promo codes in this event, showing the information listed below for each one.

Click the up/down arrows up/down arrows next to a column heading to sort by that column.

[Play] icon Video: Promo Code List Overview (1 min)

To search for a promo, type any part if a Promo Name or Promo Code in the Search by name or code text box. The list is updated dynamically as you type, to show only the matching promo codes.

If there are more promo codes than will fit on the page, use the First / Previous / Next / Last buttons to navigate through the list.

Promo Code Wizard

This "lightbox" panel is where you enter or edit the details of a promo code (which you might think of as a "promo" or "promotion").

It is displayed when you click Add New to add a promo, or "Edit" icon (a pencil) to Edit an existing one.

It consists of a wizard with these four steps:

  1. Overview

  2. Discounts

  3. Availability

  4. Done

When adding a new promo, click Next at the end of each step to continue.

When editing an existing promo, you can skip straight to a step by clicking its name at the top of the wizard.

[Play] icon Video: Creating a Promo Code (2 min)

Overview

Enter the following basic details for the promo code,

Click Next to advance to the Discounts step.

Discounts

Select or create one or more discounts to be applied when an attendee uses this promo code. (See Forms > Promo Codes.)

Best Practice: Do not add multiple percentage discounts to the same promo code.

Click Next to advance to the Availability step.

Availability

Specify when the promo starts and ends. It will only be available for use by attendees during that window.

Click Create Promo to add the Promo Code, or Update Promo (as its relabeled if you have been editing an exiting promo). You advance to the Done step automatically.

Done

Click Close to close the wizard and return to the Promo Code List,
or click Create New Promo to add another one.

Discount Import Wizard

To import discounts from a .CSV file, click Import Discounts.

See the separate Discount Import Wizard help topic, which includes full details of the .CSV file requirements.

Note: If you will be importing Promo Codes (see the next section), you may need to import discounts first, because the Promo Code import file must specify discount codes that already exist in the event.

Note: You can update discounts by importing a .CSV file with Discount Codes that already exist in the event.

Event Promo Code Import Wizard

To import promo codes from a .CSV file, click Import Promo Codes.

See the separate Event Promo Code Import Wizard help topic, which includes full details of the .CSV file requirements.

Note: If the discounts for the Promo Codes you'll be importing don't already exist in the event, you should import discounts first, because (as mentioned above) the import file must specify existing discount codes.

Note: You can update promo codes by importing a .CSV file with Promo Codes that already exist in the event.

Promo Code Individual Report

When you click Eye icon View Registrations for a promo code in the Promo Code List, the list is replaced by the Promo Code Individual Report, listing all completed registrations that have used that promo code.

It includes their First Name, Last Name, Organization, and Email.

If there are more records than will fit on the page, use the First / Previous / Next / Last buttons to navigate through the list.

Click Promo Code List in the Left Navigation Panel to return to the Promo Code List.

See Also


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