Promo Codes can be created from the Registration Tool to apply discounts to Paid Events.


Required access:

You will need the Registration Administrator or Administrator access level.


How to get there:

  • From the Member Portal, go to Admin > Member Management
  • Select Registration Tool Manager
  • On the bottom of the page, find Transaction Manager

Create a Promo Code:

  1. Click on Manage Promo Codes.
  2. On the top right, click on the plus icon to add a new promo code. 
     
  3. Enter the following information in the appropriate fields:

    • Promo Code: Enter the name for your promo code. This will be the name that will be used to apply the promo code. (required)

    • Description: enter a description for the promo code

    • Start Date: This is used to indicate the start date of when the promo code will be valid. (required)

    • End Date: This is used to indicate what date the promo code will no longer be valid. (required) 

    • Max Per Person: the maximum amount of times a promo code can be used per person e.g., 1 use per person. 

    • Max Total:  the maximum amount that this promo code can be used for the paid option e.g., 10 people can use this promo code and then it will no longer be valid. 

    • Discount Amount: the amount that will be applied as a discount from the total (required)

    • Restrict to Access Group: the access groups that will be able to apply the promo code

  4. Click on Save to make the promo code available.


Link Promo Code to Paid Options:

  1. Click on Transaction Manager and Go Back to navigate back to the Registration Tool.
  2. Find the registration tool where you would like to set up promo codes and click on Manage.
  3. Below the Options column, click on the edit icon to see a list of all your paid options.
  4. Edit the paid option where you want to link the promo code.
  5. There will be a Promo Code field. If you click on it, you can choose the promo code that you would like to apply to this paid option. You can choose multiple promo codes.
  6. Click on Save to link the paid option to the promo code.

Apply a Promo Code

  1. When registrants register for an event and choose a paid option with a promo code, a Promo Code field will appear where they can enter the code.
  2. They will click on Apply Promo Code to receive the discount. Take note, the promo code will be applied per transaction and not for each item.
  3. After they enter the attendee information, they will click Next to see the amount applied from the Promo Code to complete the purchase.

Managing Promo Codes

  1. After promo codes have been used, Admins can go to the Manage Promo Codes page to see Where Applied and Times Used.
  2. Below Where Applied, it will show the number of times the promo code was linked to a paid option. Click on the number to see which paid events this was applied to.
  3. Below TImes Used, it will show the number of times the promo code was applied. Click on the number to see the transaction information, including the attendee name, paid option and price.


How to Offer Discounts:

  1. Click on Manage next to the Registration Tool where your event is.
  2. Below the Options column, click on the edit icon to see a list of paid options.
  3. Click on Edit under the Actions column to edit the paid option where you are offering a discount.
  4. On the bottom, there is a checkbox for Hide option except when using special invitation link.
  5. If this checkbox is ticked off, this will hide the paid option from everyone.
  6.  If you go back to the registration tool, next to the event, you can copy the Hidden Option Link and send it directly to certain people to offer the discount.