Discount Codes
  • 13 Jul 2022
  • 3 Minutes to read
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Discount Codes

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Access to the Payments App

Discount Codes are a part of the Blackthorn Payments package, the user configuring the Discount Codes will need a license to the Payments application.

Codes can be used for specific Events, or Event Items. There are three types of Codes that can be added to Events and Event Items:

  • Discount: decreases the dollar amount an individual will pay
  • Access-Promo: access to proceed or purchase an item or a promotional code for an item benefit
  • Source: a tracking code used to follow a user through a flow, such as in an embedded URL

Create a Discount Code

  1. Click on the App Launcher.

  2. Enter and select Codes.

  3. Click New.
    Create a Code 1

  4. Define the following fields:

    • Enter the Code Name.

    • Choose a Valid From date (optional).

    • Choose the Valid Through date (optional).
      NOTE: Valid From and Valid Through dates are enforced depending on which field is set.

    • Restrict To Account (optional - portal users only).
      NOTE: The Restrict To Account field is enforced when it is set. It requires that an authenticated Attendee associated to the Account (via their Contact record) use the Code.

    • Enter the Quantity Made Available (optional).
      NOTE: Quantity Made Available is enforced only when populated (leave blank for unlimited uses). The related Quantity Claimed field is updated every time a Code is used on an Invoice for an Event or Event Item. If an Invoice Status = "Void", the Code is released and the Quantity Claimed is updated.

    • Select "Discount" in the Type field.

    • Enter the Discount Amount or the Discount Percentage.

    • Enter a Description (optional).

  5. Click Save.
    Create a Code 2

Create a Code Eligibility Record to Relate an Event or Event Item

Update the Code Eligibility Page Layout

If you do not see the Event or Event Item field, please update the page layout and include the Event and Event Item lookup fields.

  1. Select a Code.
  2. Select an Account.
  3. Choose either an Event or an Event Item.
    NOTE: Code Eligibility can only be added to one of them.
  4. Click Save.

Releate an Event or Ticket 1

Enable the Discount Code on your Event Page

  1. Go to the Event record.
  2. Update the Code Settings field to either "Optional" or "Required".
    NOTE: If the field is set to "Required", registrants will not be able to proceed with checkout unless they have the valid Code.

Releate an Event or Ticket 2

Code Discount Amount

The amount an Event Item's Line Item was discounted by using a Code is calculated and stored in the Code Discount Amount field on the Event Item's Line Item on theInvoice.

Create an Access-Promo Code

If no discount is being offered, Discount Codes can instead be used for access to proceed/purchase an item or a promotional code for an item benefit.

  1. Enter the Code Name.

  2. Choose a Valid From date (optional).

  3. Choose the Valid Through date (optional).
    NOTE: Valid From and Valid Through dates are enforced depending on which field is set.

  4. Restrict To Account (optional - portal users only).
    NOTE: The Restrict To Account field is enforced when it is set. It requires that an authenticated Attendee associated to the Account (via their Contact record) use the Code.

  5. Enter the Quantity Made Available (optional).
    NOTE: Quantity Made Available is enforced only when populated (leave blank for unlimited uses). The related Quantity Claimed field is updated every time a Code is used on an Invoice for an Event or Event Item. If an Invoice Status = "Void", the Code is released and the Quantity Claimed is updated.

  6. Select "Access-Promo" in the Type field.

  7. Enter the Discount Amount or the Discount Percentage.

  8. Enter a Description (optional).

  9. Click Save.

New Promo Access Code

Create a Code Eligibility Record to Relate an Event or Event Item

  1. Select a Code.
  2. Select an Account.
  3. Choose either an Event or an Event Item.
    NOTE: Code Eligibility can only be added to one of them.
  4. Click Save.

Releate an Event or Ticket 1

Enable Discount Codes on you Event Record

  1. Go to the Event record.
  2. Set the Code Settings = "Required".
    NOTE: This will make the Access-Promo Code required at the Event level.

Code Discount Amount

The amount an Event Item's Line Item was discounted by using a Code is calculated and stored in the Code Discount Amount field on the Event Item's Line Item on the Invoice.

Creating Code

Discount Code for Certain Accounts (Event Portal Only)

Coming soon, please inquire.


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