You need to have Created a Partner in order to give them a Promotional Code. If you only need to use the Promotional Code for your own organisation, then make the Account that is linked to your Company as a Partner.

1. Go to the Account screen of your designated Partner who’ll offer the Promo Code to be used by customers (or your own Account, if you’ve set yourself up as one)

2. Click on the Partner tab

3. In the Promotional Code section, click Add New Promotional Code

4. Enter a Code: this is a promotional code in itself

5. Enter a Discount: this is a value applicable to the Type (see below)

6. Select a Type, this will treat the above value as a:

   • Percentage: a calculated discount on all applicable items on an Invoice, e.g., 20%

   • Percentage Based on Delegates: applicable to the WordPress Plugin and WebLink when your customer adds a minimum number of students (you will be asked for this number if you select this option), e.g., 20% off for when 3 or more Students are added (see screenshot below)

     

     Promo Codes based on a minimum number of students being ordered online

7. Enter the Commission: the amount as a percentage your Partner should receive for sales (Enter 0 if this is not required)

8. Enter a Caption: describe the Promo Code

9. Click Save

Your Promotional Code added can now be added to Sales Invoices in the Promo Code field. The Promo Code and its value will be shown on the Invoice if it relates to a Discount, but not if it relates to a Commission.

Edit or Expire a Promo Code

1. Go to the Account screen of your designated Partner (or your own Account, if you’ve set yourself up as one)
2. Click on the Partner tab
3. If the Promotional Code you wish to edit has expired (set to Dormant), click Show Dormant Codes
4. Click on the Code of the Promotional Code you wish to edit
5. Make your desired edits: you can change the Disposition to Dormant to expire the Promotional Code (you can change this back to Active at a later date if you so wish)
6. Click Save or Delete to permanently remove the Promotional Code