Overview
Discount Codes allow discounts, promotions, and waivers to be applied to any payment collected within Element451, including Applications, Deposits, Events, and Forms. Whether you're looking to incentivize early applications, reward event attendees, or promote specific programs, discount codes offer a flexible and effective way to manage your pricing strategies.
While the activation or enabling of payment collection and the option to use discount codes are configured within each Module (Applications, Deposits, Events, Forms), the process of creating and managing the codes occurs in General Settings.
Key Features
Centralized Management: All discount codes are managed in one place, under General Settings. This centralized approach makes creating, editing, or deleting codes easy without navigating through each payment-accepting module.
Module-Specific Activation: Apply discount codes to specific modules and further narrow their application to target specific instances within those modules. This precision allows you to create codes applicable to a particular event, application, or form, instilling confidence that your discounts are used exactly where you intend them to be.
Flexible Discount Types: Choose between fixed amount or percentage-based discounts to best suit your use case.
Control Usage: Limit the number of times a code can be used or restrict its usage to once per user, preventing overuse and ensuring fair distribution.
Expiration Dates: Add expiration dates to your codes to encourage timely use and keep your promotions fresh and engaging.
Discount Codes cannot be used with the User-defined payment type.
Accessing Discount Codes
Navigate to Settings > General
Click on Discount Codes from the left menu.
Your discount codes are provided in a list format. You can filter the list using the toggle in the header to show only the codes compatible with a particular module.
Managing Discount Codes
Adding a Discount Code
Navigate to Settings > General > Discount Codes.
Click either the + sign in the header or the + Add Discount Code button at the bottom of the list.
Configure the discount code settings based on your needs. Details on each configuration can be found in the next section.
When finished, click Create in the top right corner to save your discount code.
As a final step, you will need to activate discounts on your chosen payment(s). Details on this process are in the last section.
Editing + Deleting a Discount Code
Navigate to Settings > General > Discount Codes.
Locate the discount code you wish to edit or delete, and click the three vertical dots at the end of that row.
Select edit or delete based on your desired outcome. If deleting, you'll be asked to confirm the action.
Discount Code Configurations
When creating or editing a discount code, the following configurations are available. Click each category heading below to explore the configurations:
Works For
Works For
Category: Select the module(s) where you want the discount to apply—choose from applications, deposits, events, or forms. You have the flexibility to pick just one or multiple modules.
Optional: As you select module(s), additional fields will appear, allowing you to specify individual items or combinations within those modules, like a particular application or event. This step ensures your code can be applied precisely where you intend, offering complete control over its application. If left blank, the discount will be applied to all payments within that module.
General
General
Active: When enabled, the discount code is activated for use.
Code: Enter the specific code customers should use. Choose clear, easy-to-use codes that reflect the discount purpose or event. This will help you manage and advertise your codes and ensure users apply the correct code to their transactions.
Discount codes are not case-sensitive.Discount: Choose whether you want the discount to be a fixed amount or a percentage off.
Description: Briefly explain the code's purpose for internal reference.
Valid From: Set a date for when the discount code becomes active.
Valid Until: Set a date for when the discount code will become inactive.
Minimum Amount: Indicate the minimum purchase amount required to apply the discount.
Maximum Amount: Indicate the maximum purchase amount required to apply the discount.
Usage Limits
Usage Limits
Total Usage Is: Specify the maximum number of times the discount code can be used. You can choose between unlimited uses or restrict it to a specific number.
Usage Per Person Is: Specify the maximum number of times a specific person can use this discount code. You can choose between unlimited uses or restrict it to a specific number.
Enabling Discount Codes by Module
These instructions are meant for those who have already created an Application, Deposit, Event, or Form. If you haven't created any of these yet, you can still enable payments and discount codes during the creation process.
Application Fees
Application Fees
Navigate to Applications > Applications > All Applications.
Edit the Application of your choosing.
Click the pencil icon in the right corner of the header.
Scroll down to the Payment Info section.
Toggle on the Discount Codes option.
Deposits
Deposits
Navigate to Applications > Applications > Application Settings.
Click on Deposits from the left-hand navigation menu.
Edit the Deposit of your choosing.
Toggle on the Discount Codes option.
Event Payments
Event Payments
Navigate to Engagement > Events > All Events.
Edit the Event of your choosing.
Click on the Signups tab.
Scroll down to the Payment section.
Toggle on the Discount Codes option.
Form Payments
Form Payments
Navigate to Engagement > Forms.
Edit the Form of your choosing.
Click on the Content tab.
Click on Payment from the left-hand navigation menu.
Toggle on the Discount Codes option.
Payments are only available with the Element Engage package.