Discount coupons for member applications

Overview

This feature is available to "Community" plans and above only, See Pricing .

• As an incentive to get people to join you may want to offer a discount on the initial membership fee.
• You can also use this initial discount as a way to offer "trial memberships" (e.g. if you give 100% discount on initial cost then the initial membership period becomes a free trial).
• Discount coupons can also come in handy to track your affiliate sales - give each affiliate a distinct coupon code, and then track the number of new memberships using that use each code.
• You can create an unlimited number of discount coupons each with different settings like discount amount and start / end times (see also Prorating membership dues for new applications )

Create and View discount coupons

Discount coupons can be created, viewed and edited by going to Settings -> Membership settings -> Discount coupons.



Initially you are shown a list of previously created coupons:

• Name - general description of the coupon. Under the name is listed any restrictions on the coupons use and the levels that it can be used with. If no levels are listed, then the coupon is available to all levels.
• Code - 'secret' coupon code.
• Discount - percentage or amount for discount.
• Used - A count of the number of times a coupon has been used. Linked to a list of invoices where that coupon was used.

To create a new coupon, click on the Add coupon button

Discount Coupon Details

Click on discount coupon to bring up the Discount coupon details page.

Inactive coupons (see below) are shown grayed out.

• Main - the top part describes coupon details such as coupon status (active/disabled), the code and the the discount.
• Restrictions - defines how many times the code can be used, when and for which specific Membership levels
  
  
  
  
• Active - A checkbox which allows you to turn a coupon on or off. If the checkbox is not selected, the coupon cannot be used on any membership applications.
• Name - A brief name that helps you identify the coupon and its purpose.
• Code - This can be an pattern of letters and numbers. If you cannot think of a good word or phrase to use, click on the Generate code button. This will give you a set of random characters that you can use as a code.
  Please note:
  1) Each code must be unique. For example, you cannot use the code "Early Bird" on two different discount coupons.
  2) Code are not case sensitive and will be automatically converted to upper case when saved
• Reduce cost by - You can reduce the level's membership fee by either a set amount or a percentage. Please note that you cannot enter a negative amount, and that your percentage cannot be greater than 100.

You can also create Restrictions on the use of the coupon. Restrictions are defined by the following fields:

• By # of uses - enter a number to restrict max # of times a coupon can be used.
• By date - From date defines when the code will become active (usable), To date when the code will be disabled (unusable). Note The dates are based on your Organization Timezone
• By level - By default, the coupon will apply to all levels. If you only wish for it to be used on certain levels, you can check the "Selected levels only" and then select the levels you want.
  Note: You cannot assign discount codes to levels that are Free or have Automatic recurring payments

You can combine these restrictions, e.g. create a discount that is only available to 100 people from 1 July to 30 July.

Deleting a coupon

To delete a coupon, click on its entry in the table on the Discount coupons screen. If the code has not been used, there will be a Delete button in the action button band at the top of the screen. You can only delete coupons that have not been used on any applications.

Entering a coupon on an application

When an applicant selects a level that has a discount code associated with it, there will be a text box at the bottom of the application where he can enter his discount code. This field it not mandatory and can be left blank.



If the applicant enters a valid code, the amount he is invoiced on his application will be discounted. If he enters an invalid code, or mistypes the code, he will be given another opportunity to enter the code. Only one code can be used per application.

Once his code has been been applied, he will see a summary of its effect when he confirms his payment - the discount will will also be listed as a separate entry on the invoice.






If the discount happens to be greater than or equal to the membership fee + any extra member costs, then payment is considered complete at that point and member will pay nothing.

Currently discount coupons cannot be used when admin manually adds new members, or via import.

See also

Prorating membership dues for new applications