Package Frequencies Promo codes are configured in Setup / Product Catalog / Package / PackagesPromo Codes
Guides in this article:
Overview
Promo codes allow you to setup promotions in the product catalog that can be added to services when setting up discounts on services within package frequencies. Promo codes can be setup with a simple discount, for instance, free service for a period of time (days, weeks, months, years) or can be setup with multiple discounts that apply after the previous discount expires (e.g. free service for a month followed by a discounted price for a two month period).
Discounts on promo codes can be configured for every currency setup under the owner. Promo codes can be configured without setting an End Date if desired and re-used as often as needed.
When promo codes are added to services under the package frequencies configuration, you will be able to associate a GL Code with the promo code discount if desired and select the service status that the promotional pricing applies to (for instance, applying a discount only when the service is in an ‘Active’ service status).
Promo codes cannot be modified once they are in use, with the exception of the End Date which can be extended. Promo codes cannot be deleted once they are in use.
Prerequisites
Promo codes can be setup in the system immediately, there are no prerequisite configuration steps.
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Icon | Description |
|---|---|
 | Deletes the selected promo code (if not in use) |
 | Adds a new promo code |
Edit Promo Codes Panel
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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 it is configured on
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
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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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Guides
Adding Promo Codes
At the top of the Promo Codes panel click the
iconPopulate the promo code field settings as desired (see the Edit Promo Codes Panel section above for descriptions of each field). Note: the ‘Active’ checkbox cannot be enabled until at least one discount has been configured on a currency
Under the Discounts tab enable the currencies (check the boxes) you wish to configure discounts for
Select the currency you wish to configure a discount on (the selected currency tab will be highlighted)
Specify the Discount Type (Fixed, Percent or Price)
Specify the Period (e.g. ‘1' and 'Month’)
Specify the Amount (note: if the discounted price exceeds the service price then the discounted price will be $0. For example, if a service costs $50 and you configure a fixed discount of $100, then the service charge will be $0)
To add another discount, click the
button to the right of the Amount fieldIf you wish to change the order in which the discounts will apply use the
and buttonsIf desired, select additional currencies and configure additional currency specific discounts on them
Set the Promo Code as Active if you wish to be able to use it (add it as a discount on services in package frequencies)
Click Save
Editing Promo Codes
| Info |
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Note: Promo codes cannot be modified once they are in use, with the exception of the End Date which can be extended. |
Under the Promo Codes heading on the left click the promo code you wish to edit
Under the Edit Promo Codes heading on the right modify the promotion details as needed
Under the Discounts tab modify, delete or reorder discounts configured under each currency as desired. See the Adding Promo Codes guide above for instructions on how to configure discounts
Click Save when finished making changes
Deleting Promo Codes
| Info |
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Note: Promo codes cannot be deleted once they are in use. |
Select the promo code you wish to delete in the list on the left under the Promo Codes heading
On the left under the Promo Codes heading click the
iconOn the confirmation dialog click Yes to confirm that the selected promo code should be deleted