Creating Promo Codes

Create Promo Codes to limit access to events or provide discounts to events and shop items.

What is it?

Promo Codes are unique codes that can be used to discount or limit access to events and shops items.

What are the benefits of using it?

You can create discount codes for certain user groups or for promotional purposes. Or, close an event and restrict entries to only those with a promotional code.

An auto-generated code will be created, however you can overwrite the auto-generated code with anything you would like. We see many charities using easily remembered codes such as RUN25 for say 25% off the entry price to their fun run.

Settings

These settings control how the promo code works, including where it can be used, what it applies to, and when it is valid.

Status: Controls whether the promo code can currently be used.

• Open: The promo code is active and can be used.
• Closed: The promo code is inactive and cannot be used.

Code: The ‘promo code’ entered by supporters at checkout (for example, FREE26).

Type: Defines how the promo code is used across the platform.

• Access Only (Online Events): Used to create codes to provide access to restricted or closed online event registration flows.
• Free Entry/Discount (Online Events): Used to create free entry or discount codes for Online Events or the Shop module.
• Free Entry/Discount (DIY Themes): Used to create discount codes for DIY Themes.

Discount Type: Specifies what the promo code applies to.

• Discount on Entry Fee: Applies a discount to registration fees.
• Discount on Merchandise: Applies a discount to merchandise purchases in Online Events or the Shop module.
• Discount on Donation: Applies a discount to donations (available for Online Events and DIY Themes).
• Discount on Entry and/or Merchandise: A discount code that can be used for either registration or merchandise in Online Events.

Value: Defines the discount amount and how it is applied.

• A numeric value (for example, 20)
• How the value is applied:
• Percentage (%): 20 = 20% discount
• Amount ($): 20 = $20 discount

# Entries: Limits how many times the promo code can be used.

• Leave blank for unlimited use
• Enter a number to restrict total uses

Applies To: Controls where the promo code can be used.

Depending on the selected Type, you can restrict usage to specific online events or DIY themes:

• All Online Events: Available across all Online Events
• Selected Online Events: Restricted to selected events 
• All DIY Themes: Available across all DIY Themes
• Selected DIY Themes: Restricted to selected DIY Themes

Payment Type: Internal use only. This field can be used to indicate whether, if relevant, a promo code has been paid for. For example, if a company covers registration fees for their staff via cheque, select “Cheque” when setting up the promo code.

Valid From: Sets the date and time the promo code becomes active.

Valid To: Sets the date and time the promo code expires and can no longer be used.

Admin Notes Tab: Use this tab to add internal notes for future reference.

Reporting

In your Promo Code module you can Download Overview or Download Entries to get data on all your promo codes and their use. 

When you click into a promo code, within the left hand menu you will see Entries X, this will say how many times that paticular code has been used. Clicking on this will open a list of entrants that can be downloaded. 

Within a fundraisers report from your Data Exports module, you can add in the field Promo Code to pull in the promo code used by participants when registering. 

Here are a couple of examples of using promo codes:

1. You’re running an event that has a $150 registration fee and a corporate partner. Let’s say the Bank of New Zealand, wishes to sign up and pay for their interested staff of 20 people. In this example, we’d suggest you create a promo code with the corporate's name in it to personalise the code, such as TEAM-BNZ. Set the value to 100 and select Percentage from the drop-down. Then choose 20 from the # Entries drop-down to limit the code's use to 20 times. You could then lock the code off to the specific event the BNZ team are registering for.

2. You want to email all incomplete registrants (people who’ve started registering but didn’t finish) with a $25 discount, and limit to the first 50 people who return and complete their entry. In this case, you would create a promo code with a value of 25 and select Amount from the drop-down. From the # Entries drop-down, select 50.

If you’d like further help please pop in a support ticket from your Funraisin admin and our team will assist you.