Everybody loves a discount. With our discounting and coupon mechanisms, you can get creative with it.
ACCOUNTING DISCOUNTS & COUPONS
First, let's walk through the difference between a Coupon Code and a Discount. The accounting of the two types of adjustments is different.
- A Coupon Code is technically a payment towards a balance (like a gift card)
- A Discount is a balance reduction
You may assign a percent or flat discount to the entire checkout price (or a portion based on select items) of all registrants or registrants of a specific profile. Read below for strategies and best practices.
CREATE A DISCOUNT
To create a discount, follow these steps:
1) Flat or Percent - Decide whether you wish to create a flat or percent discount.
1.5) Calculator - Selecting % will reveal a calculator to help you estimate what percent to apply (works great when you have a base price for one class/item and a discounted price for 2 or more of the same priced item).
2) Minimum Purchase - Determine the minimum purchase price (of qualifying items). The calculator will help here too. You can remove specific items from the qualifying total by visiting the OPTIONS section within a particular item's settings panel - change the Discountable dropdown menu to "NO."
3) Finalize Configurations - Finish up entering the final settings for the discount. See below for a look at the configuration panel
Let's walk through these settings in more detail:
- Beginning & End set the duration
- Available For partitions between our different registration tools (i.e. the Attendee tool, the Exhibitor tool, or the Ticketing tool)
- The Limit To dropdown allows you to single out a specific custom profile (created through the Attendee tool)
- Condition Upon opens the door for some real magic...you can condition the deliverance of a discount based on how the registrant answers a custom prompt
Our hosts love the ability to condition discounts upon specific answers to registration prompts. The mechanism provides great flexibility. Furthermore, an attendee that answers a custom prompt "correctly" and is awarded the discount will not know they were awarded a discount until checkout! This way, the attendee cannot game the system and cheat their way into a discount (by falsifying their answer to your question).
The first step in creating a conditional discount is to creating a custom prompt:
- Go into the Registration section of the Event Builder
- Select Custom Prompt Library from the left menu
- Click create new prompt and configure the prompt as you like (click HERE to read more about custom prompt creation)
NOTE: you will HAVE to create a custom prompt with set answers. Said another way, you cannot condition a discount on a custom prompt with a text box answer input type.
- Once you have your prompt created, click the orange Trigger Discount or Prompt button inside the prompt settings box
- A modal will appear, allowing you to connect a specific discount that you have already created to a specific answer to your custom prompt
After making the connection, give it a shot and be proud of what you created!
COUPON CODES TOOL
As discussed at the very beginning of this section, a discount is a balance reduction (meaning after the discount is applied, you owe less money). A coupon code is a pseudo payment (meaning it settles part of your existing balance after it is applied, without adjusting the total amount due).
There are two types of coupons you may create using our system:
1) Multi-Use Coupons: versatile coupon type, created to provide 1 or more registrants with a code to enter at checkout that will contribute to their balance owed
2) Single-Use Coupons: coupon type used to award specific registrants (via email address) with a coupon that may be used at checkout
1) MULTI-USE COUPONS
Click into the Coupon Codes tool (within the Registration section of the Builder) and you will see the following configuration screen:
Let's walk through each setting:
- How Many Codes? will create however many unique codes you elect to create (see at the bottom of the screen "Squid123!" is 1 unique code). Each unique code would have its own limit based on number of registrants, an expiration date and value (i.e. 10%).
- Available For designates which system mechanism will allow the submission of a coupon code. Recall we have an Attendee mechanism, a dedicated Exhibitor mechanism and a Ticket mechanism. You most likely will need to only elect "Attendee".
- Coupon Type will flip between multi-use and single-use (which may only be used by a specified email address). We will go into more depth on Single-Use Coupons later in this article. For now, when creating a Multi-Use Coupon, you can keep this setting to "May Be Used By Anyone", which essentially allows anyone that possess the code to use it (assuming the limit and expiration date have not been breached).
- Limit Uses To allows you to set a specified number of registrants that are allowed to use the code. For example, if you set this to 10 registrants, only 10 registrants will be allowed to use the code. Once 10 have used it at checkout, the code becomes inactive.
- Expires lets you specify a certain date on which the coupon code automatically becomes inactive.
2) SINGLE-USE COUPONS
In the coupon code configuration settings, flip the setting called Coupon Type to Single Use & Assignable To Specific Recipient. You will see the configuration settings slightly change to look like the following:
Just like the Multi-Use Coupon mechanism, you can create multiple codes at once, decide who to offer the coupon to (Attendees vs. Exhibitors vs. Ticket Purchasers) and set an expiration date.
Now take a look below - you'll see the first code has been assigned (to firstname.lastname@example.org). Just below that, you'll see a code that has yet to be assigned (to email@example.com). On each code, you'll see you can designate an email address and decide where to send the registrant (with the dropdown), between the "Listing Page" (the event website) and the actual registration form.
Take a look below - once you click the green Assign button, the assignee receives the following notification:
At the top, you'll see the actual code. The recipient simply copies that code, follows the REGISTRATION LINK below, then pastes the code in the coupon validation box at the end of registration (see below):
After entering the code and clicking VALIDATE, the coupon will trigger and reflect in the calculated Total Due.