Creating Discount Codes

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Discount codes are a string of letters, numbers, or symbols that invitees enter while registering to decrease their bill. Discounts will apply to Agenda Items, but will not discount the cost of Hotel Requests. These codes can be event-specific or account-wide. Need to add multiple discount codes to your event? Import them instead.
 
Adding an Event-Specific Discount Code
 

1 Access the Create Discount page. Begin by selecting your event. Hover over Event Details and, under Pricing, click Discounts. Click Create Discount.

2 Enter the discount code details. Give the discount a name you'll remember. This will not appear to invitees, but it is how you'll distinguish the code in reports. Ensure Yes is selected next to Active. If the discount cannot be used with additional discounts, switch Stackable to No. Enter the dates the code will be valid.

3 Establish the settings. What's in the Discount Code fields will be what eligible invitees need to enter to receive the discount. Each code must be unique and 30 characters or less. You cannot have duplicates.

Choose how the invitee will be discounted. Your options include:
  • Subtract an amount
  • Subtract a percentage
  • Charge a fixed price makes the amount entered the new total, and it cannot be stacked.

Enter the amount or percentage in the amount/percentage field. Select if the discount code applies to invitees only, guests only, or to both the invitees and their guests. Setting a capacity limits the amount of times this code can be used. If you enter one, determine if your invitee's guests will count towards the capacity.
 
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Establish if the discount will be applied automatically.
 
NOTE: Neglecting to add a filter with "Automatically apply this discount" enabled will give your discount to every invitee.
 
4 Define the registration settings. Scroll down to the Registration Settings section. If the discount code will only apply to specific products, make sure "Each of the following agenda items" is selected. Check the box next to each item's name to allow this discount to change its price.

If the code should apply to the overall price of an order, just select "The final total."


5 Apply any necessary logic. Use the dropdowns in the Advanced Filters section to limit which invitees can use this code. In the example below, only Cvent employees will receive this discount.

 
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Click Save.
 

6 Update your registration settings in Classic events. When customizing the Submit Payment page in a Classic event, be sure to switch "Registrants can enter a discount code" to Yes in Website & Registration > Registration > Registration Settings > Summary & Payments.

Or, add the discount code to a registration path in Flex events. Once a discount code is added to a Flex event, it will automatically appear in the Payment widget in the Site Designer. But, if you're using multiple registration paths, you can determine which paths have the option to enter a discount code. Hover over Website & Registration and, under Registration, click Registration Process. Click Open Site Designer.

Click on the Registration Page dropdown in the top-left, then, under the Registration Paths section, select a registration path from the dropdown. Click Gear Icon next to the path and additional settings will appear.


In the Basic Settings section, toggle "Allow registrants to use discount codes" to grey to disable it, or to blue to enable it.

Allow Discount Codes

Click Apply.
 
Adding an Account-Wide Discount Code
 
NOTE: Any account-wide discount codes you've previously created will appear in the Legacy Account Discount Codes tab and can be used in Classic events only. To use an account-wide discount code in Flex events, it must be created within the Flex Account Discount Codes tab instead.

1 Access the Account Discount Codes page. Begin by clicking Admin in the top right. Hover over Events and, under Agenda Items & Fees, click Account Discount Codes. The Legacy Account Discount Codes tab opens by default.

To create a discount code that can be used for Classic events, remain on this page.

To create a discount code that can be used for Flex events, click the neighboring tab, Flex Account Discount Codes.


2 Enter the discount code details. Click Create Discount Code. Give the discount a name you'll remember. This will not appear to invitees, but it is how you'll distinguish the code in reports. If the discount cannot be used with additional discounts, switch Stackable to No. Enter the dates the code will be valid.

3 Establish the settings. What's in the Discount Code field will be what eligible invitees need to enter to receive the discount. Each code must be unique. You cannot have duplicates.

Choose how the invitee will be discounted. Your options include:
  • Subtract an amount
  • Subtract a percentage
  • Charge a fixed price makes the amount entered the new total, and it cannot be stacked.
 
Type the amount in the Amount/Percentage textbox.

Determine if the discount code will applies to invitees only, guests only, or to both the invitees and the guests.
Setting a capacity limits the amount of times this code can be used
, then you can establish if guests will be included towards the discount code's capacity.

Determine whether the discount will automatically be applied. Switch "Apply this discount to all events" to No, it must be applied within each eligible event. If "Yes" is selected, you will not be able to turn this discount off in any Classic or Flex event, unless the discount code is made inactive within Admin.

 
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4 Apply any necessary logic. Use the dropdowns in the Advanced Filters section to limit which invitees can use this code. In the example below, only members will receive this discount.
 
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If multiple languages are enabled in your account, customize the name of the discount for each language in the Translations section.

Click Save
.

5 Associate this code to an event. Hover over Solutions at the top of the page, and click Events. Select your event. Hover over Event Details and, under Pricing, click Discounts. Click Add Account Discounts.

Check the box next to the discount, and click Save.


6 Update your registration settings in Classic events. When customizing the Submit Payment page, be sure to switch "Registrants can enter a discount code" to Yes in Website & Registration > Registration > Registration Settings > Summary & Payments.


Or, add the discount code to a registration path in Flex events. Once a discount code is added to a Flex event, it will automatically appear in the Payment widget in the Site Designer. But, if you're using multiple registration paths, you can determine which paths have the option to enter a discount. Hover over Website & Registration and, under Registration, click Registration Process. Click Open Site Designer.

Click on the Registration Path dropdown in the top-left, then, in the Registration Paths section, select a registration path from the dropdown. Click
 Gear Icon next to the path and additional settings will appear.

In the Basic Settings section, toggle "Allow registrants to use discount codes" to grey to disable it, or blue to enable it.

Allow Discount Codes

Click Apply.

Once you're done, click Save to preserve your changes and continue working, or Publish to make them visible to invitees.


 

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