Waive Initiation Fee (Contract Promo)

Configure the Promotion in Build > Promotions > Contract Promotions 

Description & Label

Set to your liking.  The Staff/Customer facing description is an option here.

Plan Selection

Pick the plans that can get waived initiation fee

Date Restriction

Set dates to the date of the sale.  Promo code will only work when used between this start date/time

OPTIONAL: Expire the Promo Code in 1 day and it will drop off the contract.

Customer Restriction

None needed for a general sale

Codes & Redemption Limits

• Enable code on web and kiosk storefronts.  Optionally show on customer portal.
  
  
• Use a fixed code and market that code for customers to use.  In addition, you can put it in the plan presentation header text for customers to see it too. Optionally restrict it to single use, otherwise leave unlimited
  
  
• Set additional restrictions if needed, but not needed since this is an unlimited offer for this time period.

Product Trigger

Limit to the Product set and add your initiation fee product(s) so it does not discount the dues and any other products being sold.

Cart Discount

Use a percentage discount of 100%

Discount Only the Product trigger items - meaning it will only apply the 100% discount to your Initiation fee product(s) on the Product Trigger Tab

Test your Promo

• Your date restrictions will block it's use for you. 
• You can test it by adjusting the date to include today, edit the codes tab and temporarily toggle off web and kiosk. 
• Go to your customer record and click New membership on the membership tab.  Add your promo code and make sure it works on the initiation fee and is not hitting other products.  
• Try it on a membership that should NOT have it applied (if there is one)
• If all working, go back to the promo code config, adjust the date range back, and toggle back on the web and kiosk.  It is all set for use once that start date arrives!

20% off all shoes, for all customers, for 2 weeks (Product Promo)

To apply a discount to a set of products that always applies in the cart, you can create a product promotion with no promo code.  

Go to Build > Promotions > Product Promotions

Description & Label

Set to your liking

Date Restriction

The 2 week period of the sale

Customer Restriction

None needed here - it's for all customers, so leaving the code blank means it will apply in the cart per the product trigger.

Codes & Redemptions

Leave promo code field BLANK.  Promo will apply without needing a promo code added. 

No other restrictions needed.

Product Trigger

Set Product Trigger to just the shoes revenue account (or product group - whatever captures the shoes that should qualify.

Cart Discount

Set the card discount to 20%, only items in product trigger.  This limits the discount to the products on the Product Trigger tab

20% off 1 Rope within 1 week after lead class (Product Promo)

Configure the Promotion

Description & Label

Set to your liking

Date Restriction

No dates needed - self limiting based on single use being emailed and expiring per settings in Codes & Redemption.

Customer Restriction

None needed here.  Single use code is limited to single use.  If you really wanted to prevent sharing of the code (which can only be used once)

Codes & Redemptions

• • Show usage history in customer portal ON
  • Use a Generated Code.  
  • Set max redemption to 1, expires in 7 days (assuming email issues the code to them on the last day of class.

Product Triggers

• • Buys the following products
  • Set to the Ropes revenue account or product group.

Cart Discounts

• • 20% discount - only items in the product trigger

Global Promotion Sort

On the Global Promotion Sort tab (Build > Promotions > Product Promos > Global Promotion Sort)

• • Check the sort order to ensure percentage discounts are ranked highest to lowest.  If the shoe promo is listed BELOW a 10% member discount, the member discount will block the 20% off!  Sort highest to lowest or per your business rules.

Configure the Email Automation

• go to Build > Notifications > Email Automation.  Add a new automation and configure the settings to your needs.  
  
  
  • On the Email tab, Use the Promo Code Replacement field (search promo and you will see generated code options listed as {{Promo:___ code}} and {{Promo:___Barcode}}. The promo code barcode adds a qr code to the emailthat the staff can scan into the promo code field of the Front Desk cart.
    
    
  • On the Segment tab, select the Contracts/Enrollments constraint, add the Lead Class and select Ended, Relative date, start of day > end of day to send on the last day of the lead class. 
    
    
• Save automation (can make inactive if not ready to release).  Will send in the early AM hours of that day to customers matching the segment filter and email rules. 
  
  
• To test/preview your automation, Expand row to view grid and filter.  Set filter date to tomorrow to see what would send in the automation tomorrow early am.  If none, select a date that someone should be caught by your automation and see if it is there.   You can expand the customer grid row to view a preview of their email.  
  
  
• Since this promo code configuration has the 'Show Usage in Customer Portal setting ON' it will show in the customer's portal in their benefits section once it is issued to them via the email.
  
  
• See these promo codes on the Customer Record > Benefits tab