What is it?
This article will show you the steps involved in creating a Discount Code. Discount Codes are used to offer your members discounts on form submissions. These can be applied for both form price fields, and membership.
How to Access
Discount codes are configurable by navigating to forms-> form list-> click Edit next to the form-> View the Form Settings tab on the left-> scroll down to Discount Codes.
Configuring a Discount Code
Click Add Discount Code to create a discount code that overrides all other pricing on affected fields. This name of the code will be what the user enters when they are taking the form in order to receive a discount.
Once you add the code it will take you back out to the discount code list in the form settings tab. Click ‘edit’ to configure your discount code. Once you are in the settings of the discount code you can configure it.
Discount Code Text: this will establish the characters you would like to set up as your code. This is case sensitive.
Limit Number of Uses: this allows you to cap the number of times this code can be used. If there is not a limit, leave it blank.
Expiration: This toggle will allow you to set a time limit of the use of this code. To the right you can select the calendar date that the discount code will expire.
Enable: This toggle will make this discount code active/inactive.
Once the baseline configuration is established, you will want to set the discounted prices for your Form Price Fields or Membership if applicable.
To discount Form Price Fields ensure the 'Price Fields' tab is selected, and choose one or more Member Types for which the discounted prices will apply using the 'Click here to choose one or more member types' modal, and clicking 'Add a column'.
Here you will see your pricing fields as rows. There will be a ‘Base Price’ column to the left.
This will populate a second column to the right. This column is for the discounted rate, so if you wanted to take $20 off of a $50 price, your column would say "$30".
Once you have set it up, click save at the bottom right, or the 'Membership' tab to discount membership price fields.
NOTE: If you want the Discount Code to be applicable to everyone, you will want to select and apply all listed Member Types.
For membership discounts, select the Membership tab, and add the discounted price for each Member Type you wish to discount. Only applicable Member Types will appear based on their pricing structure.
Member Type pricing structures that are included:
- Standard Period or Date-Based
- Attribute based where the attribute is a selection set
Member Type pricing structures that are NOT included:
- Attribute based where the attribute is a number
- Organization based on a number of linked profiles
Notes: Membership pricing with Advanced pricing rules will need to be added as separate fields and can be discounted in the price fields discount section. Additionally, any membership discount codes will work for both joins and renewals.