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Creating, applying, and using discounts
Creating, applying, and using discounts

Learn how to create discounts individually and in bulk, and apply discounts to tickets in Eventsforce Groups & Ticketing.

Ben Dharmanandan avatar
Written by Ben Dharmanandan
Updated over a week ago

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

Note: If you are interested in creating group discounts or early bird pricing, please see our “Setting up group discounts and early bird rates” article.

This article will cover:

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. 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:

  1. Go to Setup > Financial > Discounts

  2. Click the Plus Icon, and select 'Download import template'

  3. In the template file, enter ‘Name’, and ‘Discount code’

  4. 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

  5. Enter a value to limit the discount to a specific number of uses

  6. Enter either ‘Order’ or ‘Ticket’ into a ‘Count by’ column

  7. Enter a status for the discount

  8. Save the file

  9. Back in Eventsforce, click the Plus Icon, and select 'Import from file'

  10. Choose the file and see the import status

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

  1. Go to Setup > Financial > Discounts

  2. Click ‘Ctrl’ on your keyboard (‘Command’ on Mac computers)

  3. Select the discount codes you want to deactivate

  4. Click the ‘tool’ icon, then select ‘Deactivate’

  5. 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:

  1. Go to Setup > Financial > Discounts

  2. Click the Plus Icon in the top left corner, and select “Import from another event”

  3. Choose the event from the dropdown list and select “Import”

  4. 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:

  1. Go to Setup > Event > Tickets

  2. Edit a ticket by selecting the Edit Icon or double clicking the row

  3. Within the ‘Finance’ section, click the ‘Discounts’ field and select the discounts to enable (multiple discounts can be enabled against a ticket)

  4. Click “Save”

  5. 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, 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:

  1. Go to People > Orders

  2. Select a row to which you want to apply the discretionary discount or surcharge

  3. Click the Spanner Icon and select either "Discretionary discount" or "Discretionary surcharge"

  4. Enter a description and amount

  5. Click "Save"

Note: Bookers will be able to see the description and discretionary discount/surcharge in the order details page.

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