Discount Codes
  • 14 Feb 2024
  • 4 Minutes to read
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Discount Codes

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Article Summary

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. Three types of Codes 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

Limitations

  • Discount Codes are not supported for Sessions.

  • Discount Codes are only supported for the Full-Width, Tabbed, and Dynamic UI experiences. Using a discount Code with the Simple UI will cause the checkout process to fail.

  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. Set the Code Settings field to "Optional", "Hide", or "Required".

    • If Code Settings = "Required", registrants won't be able to proceed with checkout unless they have the valid Code.

    • If Code Settings = "Hide", the Code will be hidden throughout the checkout process.

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.

Multiple Registrants and a Discount Code

When a group of Attendees registers for an Event as a group and uses a discount Code during checkout, the discount Code will be applied to the group’s total cost and found on the Invoice record. The discount Code will not be applied to each Attendee individually during the checkout process.

Discount Codes_Group Discount.png

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

Do you need to reserve seats for Attendees?

Update the following settings to use an access-promo Code to reserve seats for Attendees.

  • On the Code Eligibility record, select an Event in the Event field. Do not use the Event Item field.

  • On the Event record, set the Code Settings field to “Required”.

This will prevent Attendees from registering for the Event without using the access-promo 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 your 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.

FAQ

Q: How many Code Eligibility records can be enabled on an Event or an Event Item?

A: There is no known limit for the number of related Code Eligibility records that can be enabled on an Event or an Event Item.

Q: Can only one promo Code be used at a time? Or can users stack promo Codes?

A: Only ONE promo Code can be used during checkout. If an Attendee has a few codes available for a given Event they can be swapped but not stacked.


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