Discount codes can be used to provide a discounted rate on tickets available for purchase or on entire orders. Attendees can enter a discount code that reduces ticket costs by a fixed amount or a percentage of the ticket/order price. Event managers can also add discretionary discounts/surcharges to orders.

Note: Please see our “Setting up group discounts and early bird rates” article if you want to create group discounts or early bird pricing.

This article will cover:

Creating discount codes individually
Discount codes in bulk
Importing discount codes from another event
Enabling discounts within tickets
Using discount codes
Applying discretionary discounts/surcharges

Creating discount codes individually

Discount codes can be created individually by taking the following steps:

1. Go to Setup > Financial > Discounts

2. Click the Plus Icon, and select 'Create discount'

3. Select whether the discount is limited by order or number of tickets

Note: Selecting ‘Ticket’ will apply the discount to each ticket in someone’s order up to the ‘Limited discount uses’ number, if applicable.

Selecting ‘Order’ will apply the discount to each person’s total order price. The ‘Limit discount uses’ number will limit the number of separate orders for which the person can use the discount code.

This selection cannot be changed once the discount has been applied.

Enter a ‘Name’ (how the event manager will identify the discount)

4. Enter the ‘Discount code’ (the code to be provided to attendees)

5. Choose how to reduce price (percentage or amount)

6. Enter the discount amount

7. Choose to limit the discount to a specific number of uses

8. Use the ‘Count by’ toggle to determine whether the discount is limited by order or number of tickets

9. Select the ‘Status’ for discount. The default status is ‘Active’.

10. Click 'Save'

Discount codes in bulk

Discount codes can be created in bulk by taking the following steps to import an Excel file:

Go to Setup > Financial > Discounts
Click the Plus Icon, and select 'Download import template'
In the template file, enter ‘Name’, and ‘Discount code’
Enter a value in the percentage column if you want to discount by percentage, or enter a value in the amount column if you want to discount by a fixed amount
Enter a value to limit the discount to a specific number of uses
Enter either ‘Order’ or ‘Ticket’ into a ‘Type’ column
Enter a status for the discount
Save the file
Back in Eventsforce, click the Plus Icon, and select 'Import from file'
Choose the file and see the import status

Discount codes can also be deactivated in bulk by following these steps:

Go to Setup > Financial > Discounts
Click ‘Ctrl’ on your keyboard (‘Command’ on Mac computers)
Select the discount codes you want to deactivate
Click the ‘tool’ icon, then select ‘Deactivate’
A ‘Deactivate Discounts’ pop-up will appear. Click ‘Yes’ to confirm deactivation

Notes:

Use the ‘Status’ column to review which discounts are active or inactive. Use the ‘Status’ filter to display only active or inactive discounts.
Deactivating a discount code applies immediately. This will affect people who are currently booking tickets using the discount code. They will receive a message saying that the discount code has expired and will be unable to finish the booking process.
Inactivating a discount does not affect previously purchased tickets.

Importing discount codes from another event

Discount codes can be imported from another event by taking the following steps:

Go to Setup > Financial > Discounts
Click the Plus Icon in the top left corner, and select “Import from another event”
Choose the event from the dropdown list and select “Import”
All discounts from the chosen event will be imported into the current event

Enabling discounts within tickets

Discounts will not work until they’ve been enabled within the tickets that are allowed to be discounted. Event managers can choose which specific tickets, items, and packages allow for the discount. To enable a discount in a ticket, take the following steps:

Go to Setup > Event > Tickets
Edit a ticket by selecting the Edit Icon or double clicking the row
Within the ‘Finance’ section, click the ‘Discounts’ field and select the discounts to enable (multiple discounts can be enabled against a ticket)
Click “Save”
Repeat steps 2-4 for any additional tickets that the discount should apply to

Note: Quickly see which discounts have been enabled against tickets by clicking the “Display columns” dropdown in the top left, and selecting “Discounts”. A ‘Discounts’ column will be added to your ‘Tickets’ page.

Using discount codes

Once discount codes have been created (and enabled against tickets if it is a ticket discount), event managers can provide the discount codes to attendees to be used during registration. Attendees will be able to enter a discount code on the “Ticket selection page” or on the “Checkout page”.

On the Ticket Selection page, attendees enter the code in the “Enter Promo Code” box below the ‘Summary’ on the right hand side. After clicking “Apply”, attendees will see the discounted rates take effect for the appropriate tickets.

On the Checkout page, attendees enter the code in the “Enter Promo Code” box on the right hand side under the “Order Details” section. After clicking “Apply”, attendees will see the discounted rates take effect for the appropriate tickets.

Note: Only one discount code can be entered at a time. Attendees can remove a code to enter another if multiple codes were provided.

Applying discretionary discounts/surcharges

Once an order has been placed, event managers have the ability to apply a discretionary discount or surcharge to an order. To apply a discretionary discount or surcharge take the following steps:

Go to People > Orders
Select a row to which you want to apply the discretionary discount or surcharge
Click the Spanner Icon and select either "Discretionary discount" or "Discretionary surcharge"
Enter a description and amount
Click "Save"