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From version 16.1
edited by Admin User
on 2026/04/07 11:16
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To version 8.1
edited by steven@one-count_com
on 2018/07/10 17:46
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1 -Old Promo Code Documentation
1 +Promo Codes - How to Create and Manage Promo Codes
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1 -Create and Manage Your Inventory
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1 -XWiki.admin
1 +XWiki.steven@one-count_com
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1 1  {{layout}}
2 2  {{layout-section ac:type="two_right_sidebar"}}
3 3  {{layout-cell}}
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4 4  {{id name="Start ScreenSteps Content"/}}
5 -A feature available in the INVENTORY module is the ability to create and manage promotional codes. A promo code is a code used to discount paid subscriptions, either a specified amount or percentage off for a designated period of time.
7 + A feature available in the INVENTORY module is the ability to create and manage promotional codes. A promo code is a code used to discount paid subscriptions, either a specified amount or percentage off for a designated period of time.
6 6  
7 -A promotional code can be attached to a term includes attributes such as a discount price or percentage off and the time period during which the code is effective.
9 +A promotional code can be attached to a product includes attributes such as a discount price or percentage off and the time period during which the code is effective.
8 8  
9 -The directions in this lesson describe how to attach create a new promo code and attach it to a term and how to attach an existing promo codes to a term.
11 +The directions in this lesson describe how to attach create a new promo code and attach it to a product and how to attach an existing promo codes to a product.
10 10  
11 -Please refer to [[doc:Quick Start Guide - Packages and Products]] for more information on basic concepts and rules relating to packages, terms, and products.
13 +Please refer to [[doc:Quick Start Guide - Packages and Products]] for more information on basic concepts and rules relating to products, terms, and resources.
12 12  
13 13  The two images that follow show how promotional codes appear to a user when submitting payment information.
14 14  
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16 16  
17 17  The second image shows the order summary after entering and applying the promotional code. Note that the discount amount is shown and the total price adjusted.
18 18  
19 -[[image:attach:media_1362426031387.png||style="vertical-align:middle"]]
21 +[[image:attach:media_1362426031387.png||align="center"]]
20 20  
21 -[[image:attach:media_1362426066366.png||style="vertical-align:middle"]]
23 +[[image:attach:media_1362426066366.png||align="center"]]
22 22  
23 23  === OPEN THE "MANAGE PROMO CODE" WINDOW ===
24 24  
25 -=== 1. Select SETUP from the main menu. ===
27 +=== 1. Select INVENTORY from the main menu. ===
26 26  
27 -[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]]
29 +[[image:attach:media_1433268835591.png||align="center"]]
28 28  
29 29  === 2. Select PROMO CODES from the sub-menu. ===
30 30  
31 -[[image:attach:Screen Shot 2021-10-08 at 3.44.47 PM (2).png||thumbnail="true" height="250"]]
33 +[[image:attach:media_1433268880315.png||align="center"]]
32 32  
33 -This will bring you to the Promo Code page where you'll see a listing of all promo codes and can attach promotional codes to terms. You can create codes and edit or delete codes and attach or detach them to terms. (See below.)
35 +This will bring you to the Promo Code page where you'll see a listing of all promo codes and can attach promotional codes to products (1); create codes (2); and edit or delete codes attached to products(3). (See below.)
34 34  
37 +[[image:attach:media_1433269018696.png||align="center"]]
35 35  
36 36  === CREATE A NEW PROMO CODE ===
37 37  
38 38  === Click "Create Code". ===
39 39  
40 -[[image:attach:media_1433274897002.png||style="vertical-align:middle"]]
43 +[[image:attach:media_1433274897002.png||align="center"]]
41 41  
42 42  Clicking "Create Code" will open the "Create New Promotional Code" window, as shown below.
43 43  
44 44  === Enter code information then click "Create Code" button when done. (See detail below.) ===
45 45  
49 +[[image:attach:media_1433275028199.png||align="center"]]
46 46  
47 47  **Required**: Enter a code, eg. $15OFF or 20%OFF, then click "Check Availability". If the code name is available, the message "Available" will appear under the code. If not available, the message "Already in use. Please try another." will appear under the code.
48 48  
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52 52  
53 53  **Required:** Enter the discount amount, e.g. 15.00 for $15 off or 20 for 20% off.
54 54  
55 -Optional: Select a term(s) to attach the code. **Attaching a term(s) to a code means that during the effective date range the code may be entered when submitting payment for that term(s).** Clicking in the blank field will bring up a drop-down list of terms/packages to select from, or you can begin typing the name of a term in the blank field. You may select multiple terms.
59 +Optional: Select a product(s) to attach the code to. **Attaching a product(s) to a code means that during the effective date range the code may be entered when submitting payment for that product(s).** Clicking in the blank field will bring up a drop-down list of products to select from, or you can begin typing the name of a product in the blank field. You may select multiple products. You can attach product(s) later in the Manage Promo Codes window.
56 56  
57 -Optional: Change the effective Start and End dates or delete the dates and add later. Remember that the promo code won't go into effect if Start and End dates aren't included. The default date range is one month, starting at the current date.
61 +Optional: Change the effective Start and End dates or delete the dates and add later. Remember that the promo code won't go into effect if Start and End dates aren't included. The default tern is one month, starting at the current date.
58 58  
59 59  Click "Create Code". This will return you to the Manage Promo Codes window where you will see the new code.
60 60  
61 -[[image:attach:media_1433277515668.png||style="vertical-align:middle"]]
65 +[[image:attach:media_1433277515668.png||align="center"]]
62 62  
63 63  === MANAGE PROMO CODES ===
64 64  
65 65  === Expand code details. ===
66 66  
67 - [[image:attach:Screen Shot 2021-03-09 at 5.35.16 PM.png||width="800"]]
71 +[[image:attach:media_1433277826849.png||align="center"]]
68 68  
69 -=== Unattach term(s) from existing code. ===
73 +=== Attach product(s) to existing code. ===
70 70  
75 +[[image:attach:media_1433278156578.png||align="center"]]
71 71  
72 - [[image:attach:Screen Shot 2021-03-09 at 5.39.15 PM.png||width="848"]]
77 +**Attaching a product(s) to a code means that during the effective date range the code may be entered when submitting payment for that product(s).**
78 + 1) Click "Attach New Product." This will bring up a field to select the product(s).
79 + 2) Clicking in the blank field will bring up a drop-down list of products to select from, or you can begin typing the name of a product in the blank field. You may select multiple products.
80 + 3) Click "Attach". (Or you may click "Cancel" to cancel the operation.) You'll be returned to the Manage Promo Codes listing page where you'll see the product(s) attached to the code.
73 73  
82 +=== Unattach product(s) from existing code. ===
74 74  
75 -Click on the "x" icon to the right of the name of the attached term. The confirmation shown below will appear. Select "OK" to remove the term or click "Cancel" to cancel the operation.
84 +[[image:attach:media_1433278471242.png||align="center"]]
76 76  
77 - [[image:attach:Screen Shot 2021-03-09 at 5.40.17 PM.png||width="401"]]
86 +Click on the "x" icon to the right of the name of the attached product. The confirmation shown below will appear. Select "OK" to remove the product or click "Cancel" to cancel the operation.
78 78  
88 +[[image:attach:media_1433278754099.png||align="center"]]
89 +
79 79  === Edit Code. ===
80 80  
81 -[[image:attach:media_1433278857248.png||style="vertical-align:middle"]]
92 +[[image:attach:media_1433278857248.png||align="center"]]
82 82  
83 -Click on the Edit icon. This will open the "Update Existing Promotional Code" window, as shown below.
94 +Click on the Edit icon. This will open the "Update Existing Promotional Code" window, as shown below.
84 84  Edit any information and click "Update Code".
85 85  
97 +[[image:attach:media_1433278899272.png||align="center"]]
86 86  
87 87  === Delete Code. ===
88 88  
89 -[[image:attach:media_1433279012450.png||style="vertical-align:middle"]]
101 +[[image:attach:media_1433279012450.png||align="center"]]
90 90  
91 91  Click on the Delete icon. The confirmation shown below will appear. Select "OK" to delete the code or click "Cancel" to cancel the operation.
92 92  
93 -[[image:attach:media_1433279056225.png||style="vertical-align:middle"]]
105 +[[image:attach:media_1433279056225.png||align="center"]]
94 94  
95 -=== Applying Promo Code. ===
96 96  
97 -Promo Code can be automatically applied on the Terms on a form by adding promo code parameter (pc) to form URL. Below is the example
98 98  
99 -[[https:~~/~~/<Client~>-reg.onecount.net/onecount/form/display.php?id=135b5050-19a3-4101-b20c-b7da2ccb5b99&pc=>>url:https://lng-reg.onecount.net/onecount/form/display.php?id=135b5050-19a3-4101-b20c-b7da2ccb5b99&pc=25%Off||shape="rect"]]TPRO. TPRO is the promo code created in ONECount.
100 -
101 -(% style="color:#000000" %)It will strikethrough the actual price of the package and the discounted price (% class="hiddenGrammarError" %)will be displayed(%%).
102 -
103 - [[image:attach:Screen Shot 2020-08-05 at 7.17.46 PM.png||height="119"]]
104 -
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106 -
107 107  {{id name="End ScreenSteps Content"/}}
108 108  {{/layout-cell}}
109 109  
110 110  {{layout-cell}}
111 111  {{panel title="Search all Documentation:"}}
112 -{{livesearch/}}
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116 +{{livesearch/}}
113 113  {{/panel}}
114 114  
115 115  {{panel title="Search INVENTORY Documentation:"}}
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121 +
116 116  {{pagetreesearch rootPage="Create and Manage Your Inventory"/}}
117 117  {{/panel}}
118 118  
119 119  {{panel title="More INVENTORY Documentation:"}}
120 -{{expand title="Click here to expand..."}}
126 +{{expand}}
121 121  (% style="margin-left: 30.0px;" %)
122 122  [[Inventory - Getting Started>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66180||shape="rect"]]
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140 140  [[Quick Start Guide - Questions and Forms>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66310||shape="rect"]]
141 141  
142 142  (% style="margin-left: 30.0px;" %)
143 -[[Question Builder - Create and Manage Questions>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66312||shape="rect" style="text-decoration: underline;"]]
149 +[[Question Builder - Create and Manage Questions>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66312||style="text-decoration: underline;" shape="rect"]]
144 144  
145 145  (% style="margin-left: 30.0px;" %)
146 146  [[Forms - How to Create a Form>>url:http://bos-jira01-cl01.onecount.net:8090/pages/viewpage.action?pageId=66345||shape="rect"]]
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171 171  {{/expand}}
172 172  {{/panel}}
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186 186  {{/layout-cell}}
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1 -https://info.onecount.net//wiki/spaces/OD/pages/66445/Promo Codes - How to Create and Manage Promo Codes
1 +https://info.onecount.net//wiki/spaces/OD/pages/36667431/Promo Codes - How to Create and Manage Promo Codes