Package Frequencies are configured in Setup / Product Catalog / Package / Packages
Guides in this article:
Overview
Promo codes
Prerequisites
Promo codes can be setup in the system immediately, there are no prerequisite configuration steps.
Promo Codes Panel
The Promo Codes panel on the left of this screen allows you to select promo codes to view and edit on the Edit Promo Codes panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Actions
Icon | Description |
|---|---|
 | Deletes the selected promo code if not in use |
 | Adds a new promo code |
Edit Promo Codes Panel
The information in this panel reflects the currently selected promo code. From here you can change promo code details (note: fields with a magenta left border are required).
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Name: a unique name for the promo code
Active: sets the promo code as active or inactive. Active promo codes can be added when configuring discounts on services under package frequencies. Inactive promo codes cannot be added when configuring service discounts
Start Date: the date on which the promo code will begin being valid for the service
End Date: The date when the promotion no longer applies to new account services. This date is editable at any time, so discounts can be extended if desired
Description: an optional field typically used to describe the promo code for internal reference
Discounts tab
On this tab you can configure one or more discounts that the promo code will apply when added as a discount to a service. Discounts can be stacked and ordered as needed in order to apply the promotional offering (for instance, 3 months of free service followed by another 3 months of the service being charged at 50% of its normal price).
Discounts can be setup for each currency in the system if desired, and configured using multiple discount types. For instance, ‘Fixed’ (e.g. a $5.00 discount), ‘Percent’ (e.g. 20% off the normal price) or ‘Price’ (a substitute service price applied during the discount period).
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