Promo Codes are a great way to offer special discounts on your association’s events, products, or memberships.
You might also hear these referred to as coupons, discount codes, or voucher codes. Some people also search for related terms like gifts, sales, promotions/promos, or special offers.
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Creating A New Promo Code
There are two ways to create a promo code...
For all types of promo codes:
1. From the Ecommerce section:
Select the Promo Codes tab.
Click the blue Add Promo Code button in the top right corner.
- OR -
To add a promo code directly to an event:
2. From the Events section:
Select the event to add a promo code to.
Click the New tab and select Promo Code, or select the + icon on the Promo Codes tab.
Once selected, the New Promo Code modal will appear:
Please Note
If it is important for admins to track and report on specific uses of promo codes, please read our article on Promo Code Accounting & Tracking before finalizing the setup of any promo codes.
Promo Code Discount Settings
Discount Type
When setting the Discount Type for a promo code, choose between a percentage off or a dollar amount off.
Percentage - The percentage off will be applied across all eligible items.
Fixed Amount - A flat discount will be taken off.
Discount Method
The Discount Method determines if the promo code discount applies once per full checkout or to each eligible item individually.
Per Checkout - The discount is applied across all valid items in the cart, but it is only applied once.
Per Eligible Item Purchased - The discount is applied to each valid item in the cart, up to each product’s total amount.
Discount Method Examples
Per Checkout:
Example Cart:
3 x Product A at $100 each
Subtotal: $300
Promo code of $50 off - applies one time.
Total: $250
Per Eligible Item Purchased:
Example Cart:
3 x Product A at $100 each
Subtotal: $300
Promo code of $50 off - applies three times for a total of $150 off
Total: $150
Example Cart #2:
3 x Product A at $100 each
2 x Product B at $25 each
Subtotal: $350
Promo code of $50 off - applies three times at $50 and two times at $25 off.
Total: $150
Types of Promo Codes (Eligibility)
Promo codes can be used for events, products, or membership. They can apply to:
Events
All Events, Products, & Member Types*
All Events and Products
All Events
Specific Event Categories
Specific Events
Specific Event Tickets
Products
All Events, Products, & Member Types*
All Events and Products
All Products
Specific Product Categories
Specific Products
Membership
(For new and manually renewed memberships)
All Events, Products, & Member Types*
All Member Types*
Specific Member Types*
Specific Dues Rules
*All Member Types & Specific Member Types are eligible only if the Discount Method selected is "Per Checkout."
Items of Note:
Only one eligibility option can be selected from the list above.
For example, one promo code cannot apply to both specific dues rules and also specific event tickets.
Only one promo code can be used per transaction.
Membership promo codes only apply to new memberships or manual renewals (when auto-renewal is turned off or when an expired member wants to re-join).
Promo codes do not apply to auto-renewals. When auto-renewals run, the transactions are automatically created with an amount based on the member type's dues rules, providing no option to add a promo code.
Recalculating an open dues invoice that has a membership promo code applied to it will remove the promo code line item, as the system is recalculating based on the member type's dues rules.
A product promo code can also be used during an event or membership checkout if an applicable product add-on is an option.
Once an admin uses a one-time promo code on the backend of the site for a customer, that particular customer will no longer be able to use the code. If the customer attempts to use the promo code on their own to purchase something on the frontend of the site, they will receive the message: "The promo code cannot be used anymore."
Promo Code List
Admins can view, edit, and manage promo codes in the Promo Code list. Navigate to Ecommerce > Promo Codes.
Copying a Promo Code
To copy a promo code, select the carat icon in the Action column:
This will copy all details about the promo code, and append the promo code name with a digit (i.e. - 1).
Using the Promo Code List
Use the Search bar to find a promo code by its Name or Code.
Use the Filter button to narrow down by the promo code's Start and End Dates (if applicable), and Active/Inactive status.
Edit an existing promo code by clicking the name or selecting Edit in the action column, then navigate to the Details tab.
A promo code can be deleted if it has never been used. To delete, click the carat under the action column for the promo code and select Delete.
If a promo code has been used, admins will not see a delete option. Instead, make the code inactive. This is to protect historical financial data integrity. Quickly make a promo code inactive by clicking the green checkmark in the Active column.
Related Articles
Accounting
If it is important for admins to track and report on specific uses of promo codes, please read our article on Promo Code Accounting & Tracking.
Promo Code Limitation Settings
Learn how to configure promo code limitations, including Availability, Restrictions, and Limitations, which together determine who can use the promo codes and how often in our Promo Code Limitation Settings article.