Promo codes can be configured for users of the iEBMS membership purchase and/or renewal pages. The promo codes allow for reduction or full discounting of the cost of the purchase of a membership or other items made available for purchase along with a membership. A single promo code may be applied per membership order.
PLEASE NOTE: Membership Promo Codes only apply to iEBMS users. Membership Promo Codes cannot be applied to membership orders via back-office.
Typical Uses:
- New Members: Membership Promo Codes are frequently used to offer free trial memberships, or to discount the cost of a membership as part of a member drive.
- Renewing Members: Membership Promo Codes may be created to waive member initiation (or setup) fees that are present in an MBD configuration.
- Additional Purchases: Membership Promo Codes may be created to reduce the cost of merchandise offered for sale within an MBD configuration (e.g., books, recordings, software, branded materials, etc.)
Configuration:
Use the following steps to configure a Membership Promo Code:
- On the Main Menu, search for and click on the Membership Promo Codes link.
- Click Add.
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Complete the general promo code settings.
- Promotional Code: The code the user must enter to receive the discount. Important: Membership Promo Codes cannot exceed 12 characters.
- Description: For internal use only, this field is used to describe the usage or reason for the promo code.
- Decrease Amount By: Enter the discount amount, then use the drop-down list to select whether the discount is by percentage or specific amount.
- Tracking Resource: Similar to a back-office discount, membership promo codes require a resource for tracking purposes. Depending on your reporting requirements, a single tracking resource can be used for all promo codes or individual tracking resources can be created for specific groups or discounts. The description from this resource will display on the order/invoice.
- Number Available: Use this field to limit the total number of times the promo code may be applied. If the field is left blank, the promo code is available for unlimited use.
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To utilize discount criteria (optional), check the box for “Discount is only available if specific criteria is met.” Multiple discount criterion can be configured for a single promo code.
- Date/Time: Use the “Order is between” fields to specify the date and time range during Ungerboeck Support Center Copyright 2018 by Ungerboeck Software International 1/2 which the promo code is available.
- Member Type: Use the Member Type drop-down list when a promo code is available to specific member types only. Multiple member types may be selected.
- Merchandise: Use the Merchandise fields when a promo code is only available if specific items/number of items are added to the membership order. Enter the minimum number of units (in total) and the specific merchandise items that may be purchased to qualify for the promo code.
- To utilize the promo code to discount merchandise only (optional), check the box for “Discount only applies to the following items.” Enter the maximum number of units (in total) to which the discount can be applied, then select the specific merchandise options to which the promo code may be applied.