Promotional codes

Create discount codes that your users enter at payment time: percentage or fixed amount, validity period, usage limits and adjustable scope.

Create a promotional code

1. Go to Administration›Settings›Billing›Promotional Codes.
2. Click New.
3. Enter the code the customer will type (letters, numbers, hyphens), or use Generate a random code.
4. Choose the discount type: Percentage or Fixed amount, then its value.
5. Leave the Generate a description automatically option ticked, or write your own public description shown to the user.
6. Click Save.

Target the discount

The Applies to setting determines what the discount affects:

• Total Order Amount: the whole basket;
• Only certain products: the products you specify;
• Only certain product categories: for example lessons, courses or equipment.

The discount applies to the eligible amount, never to the rest of the basket. This is what lets you target a campaign without discounting the entire order.

Three examples to make this clear:

1. A back-to-season campaign on the whole catalogue: Percentage set to 10, applied to the Total Order Amount. A €120 basket becomes €108.
2. Five euros off lessons: Fixed amount set to 5, applied to the lessons category. In a basket containing a €30 lesson and a €50 racket, only the lesson is eligible: the order drops to €75, and the racket stays at full price.
3. A promotion on one specific course: Percentage set to 20, applied to that product alone. The other items in the basket are unchanged.

Lastly, the Account concerned option restricts the code to a single billing account, or opens it to All accounts. This is useful when several entities within your organization invoice separately and the commercial campaign only concerns one of them.

Limit usage

In the Terms section, four safeguards govern how the code is used. Each one can be left empty so that it does not apply.

• Minimum order amount: below this amount, the code is refused.
• Start of validity and Expiry Date: the window during which the code works.
• Maximum Uses (total): the number of times the code can be used, across all users.
• Maximum uses per user: the number of times the same person can use it.

These settings combine with each other, and it is from their combination that the most common campaigns emerge:

1. A single-use welcome offer: Maximum uses per user set to 1, with no overall limit. Each member benefits once, and the campaign lasts as long as you wish.
2. An offer limited to the first fifty: Maximum Uses (total) set to 50. The code stops being accepted from the fifty-first basket onwards.
3. An end-of-season campaign: Start of validity and Expiry Date set to the two relevant dates. There is no need to remember to deactivate the code, as it switches itself off.
4. A gesture reserved for large baskets: Minimum order amount set to €100, so that the discount does not apply to a purchase of two credits.

Untick Active code to suspend a code at any time without deleting it — useful for stopping an ongoing campaign without losing its usage history.

Track the use of a code

• The code form shows its number of uses.
• Detailed statistics (discounts granted, revenue generated, breakdown by code) are in the revenue tracking module, Promotional Codes tab.