Introduction
Promos/Discounts allows you to define special codes that can be tied to Web Forms, Event Tickets, and other user facing channels in CharityEngine to authenticate and optionally provide discounts on ecommerce transactions to users. Promos/Discounts can also be used to limit access to certain online forms to only users that have been provided a valid Promo Code.
Instructions
To create a new Promo, follow these steps:
- Navigate Online > Cards & Promos > Promo Codes & Discounts.
- Click the Create New button located at the top right corner of the search promos screen. Fill in all of the required fields on each tab and enter any optional fields you wish to configure.
- Click the Create button at the bottom of the screen to create your new Promo or the Cancel/Return button to return to the previous screen without creating a new record.
4. Navigate to Codes and select Create
5. Add the promotional Name select Active and determine if Single Use. Determine any required overrides that may be specific to this individual promotional code. This may be useful if your promotion has multiple promotional code times or specific time parameters (i.e. 'Early Bird Specials'). Click Save.
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6. Assign the promo to one or more forms by navigating to Forms > select the form from the drop down > Add
7. If Ticket Purchases Only was selected on General navigate to Tickets and select the applicable ticket from the drop down and click Add
8. Click Save to complete your promotional code/discount code set up.
In this example, the Tennis ticket received a 50% discount using the code Demo.
Search for Promos
Promos are containers for a single promo or discount codes. The settings defined for a Promo apply to all of the Promo Codes that are applied to it, unless the Promo Codes explicitly overrides the Promo’s settings.
To search Promos, follow these steps:
- Navigate Online > Cards & Promos > Promo Codes & Discounts.
- Use the Quick Filter bar and the optional advanced filter at the top of the screen to enter your search criteria. The Quick Filter bar will automatically reload the search results when you change search options, while the advanced filter options require that you click the Apply button in the bottom right hand corner of the advanced search pane to refresh the search results. Hint: make sure you always check the Quick Filter default settings for Dates and Show Top when applying your search criteria.
View or Edit a Promo
To view or edit Promo settings, follow these steps:
- Navigate Online > Cards & Promos > Promo Codes & Discounts.
- Follow the instructions for searching promos/discounts to identify the Promo that you want to view or edit.
- Click the Manage link under the Actions column to the right of the Promo record you want to view or edit.
- Navigate the tabs on the Promo record screen to view or update.
- Click the SAVE button at the bottom of the screen to save your changes.
Delete a Promo
To delete a Promo, follow these steps:
- Navigate Online > Cards & Promos > Promo Codes & Discounts.
- Follow the instructions for searching promos/discounts to identify the Promo that you want to delete.
- Click the Delete link under the Actions column to the right of the Promo record you want to delete in the result set.
- Click OK when prompted to confirm your deletion of the record.
Add a Promo Code to a Web Form
To add a promo code to one of your web forms, follow these steps:- Navigate to Online > Web Forms > Locate a web form you would like to add a promo code to and open.
- Toggle to the Layout tab under the form.
- Add a custom field to a section by selecting the + icon to the right.
- Label to custom field "Promo" and then select Create Field.
5. Next, locate the newly created field in the appropriate section and select the pencil icon next to the field to edit.
6. Locate the Type setting under the General tab.
7. From the list, select Promo Code Advanced (system), then select Save.
Navigate back to your form and refresh.
