Promo Codes - How to Create and Manage Promo Codes

 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.

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.

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.

Please refer to Quick Start Guide - Packages and Products for more information on basic concepts and rules relating to products, terms, and resources.

The two images that follow show how promotional codes appear to a user when submitting payment information.

The first image shows the order summary prior to entering a promotional code of 10% off.

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.

OPEN THE "MANAGE PROMO CODE" WINDOW

1. Select INVENTORY from the main menu.

2. Select PROMO CODES from the sub-menu.

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.)

CREATE A NEW PROMO CODE

Click "Create Code".

Clicking "Create Code" will open the "Create New Promotional Code" window, as shown below.

Enter code information then click "Create Code" button when done. (See detail below.)

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.

Optional: Enter a code description, e.g. "$15 off annual subscription".

Required: Using the drop-down menu, select the discount type. The options are "Amount Off" or "Percentage Off".

Required: Enter the discount amount, e.g. 15.00 for $15 off or 20 for 20% off.

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.

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.

Click "Create Code". This will return you to the Manage Promo Codes window where you will see the new code.

MANAGE PROMO CODES

Expand code details.

Attach product(s) to existing code.

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).
 1) Click "Attach New Product." This will bring up a field to select the product(s).
 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.
 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.

Unattach product(s) from existing code.

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.

Edit Code.

Click on the Edit icon. This will open the "Update Existing Promotional Code" window, as shown below.
Edit any information and click "Update Code".

Delete Code.

Click on the Delete icon. The confirmation shown below will appear. Select "OK" to delete the code or click "Cancel" to cancel the operation.