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Adding Limitations to Promo Codes
Adding Limitations to Promo Codes

How to limit who can use promo codes, when they can use promo codes, and how many times a promo code can be used.

Pete Zimek, CAE avatar
Written by Pete Zimek, CAE
Updated over a month ago

Promo codes can be customized to meet an association's business practices in a number of ways.

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Availability Settings

Total Quantity Available

Set the total number of times that a promo code can be used.

  • Leave blank for Unlimited uses.

  • If the Discount Method used is Per Eligible Item Purchased, availability is based on the quantity of each item purchased.

  • If the Discount Method is Per Checkout, availability is based on the number of checkouts using this promo code.

Starts

Set the start date and time for the promo code.

Ends

Set the end date and time for the promo code.

Availability options - total quantity available field, start and end date fields


Restrictions

Who can use the promo code?

Promo code restrictions allow admins to limit who can use the promo code:

  • Open (Anyone)

    • Unlimited use by anyone, including non-logged in guests.

  • Logged-In Users

    • Any logged in user account can use this promo code.

  • Logged-In Members With Benefits

    • Any logged in user with member benefits may use this promo code (which includes Current and Inheriting statuses).

  • Groups/Committees

    • Any logged in user included in the listed group(s)/committee(s) may use this promo code (which includes primary and beneficiary group members).

  • Member Types

    • Any logged in user with member benefits from the listed member type(s) may use this promo code (which includes Current and Inheriting statuses).

  • Specific Members

    • Any logged in user with member benefits related to the listed member(s) may use this promo code.

  • Admin Only

    • Only full or limited admins may use this promo code on the backend.


Limitations

How many times can a specific user check out with the promo code?

Promo code limitations allow admins to set usage limits based on who is using the code:

  • None (Unlimited Uses)

    • The specific user can use the code an unlimited number of times.

  • By Individual Purchaser

    • The specific user can use the code a limited number of times.

  • By Purchaser's Immediate Family

    • The specific user and their immediate family (direct parent or any direct people under the parent) can use the code a combined total number of times. The redemption count includes all uses by immediate family members.

  • By Purchaser's Entire Family Tree

    • The specific user and all members of their family tree can use the code a combined total number of times. The redemption count includes all uses by the entire family tree.

Max Uses Per Purchaser

  • The usage limits are counted based on either the quantity of each item purchased with the promo code or the number of checkouts where the promo code was used, depending on the Discount Method.

  • If "unlimited uses" is selected:

    • If a total quantity limit is set, the promo code can be used until the limit is reached.

    • Leaving the quantity blank allows unlimited use of the promo code.


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