Note: Promo Codes do not work with our legacy Weblink or WordPress Plugin
Promo Codes can be added by admins via the Control Panel under Financials.
These codes can be used to apply a discount amount to your Sales Opportunities and to online courses available via your weblink portal, enabling you to offer discounts to your users.
To access promo codes, navigate to the Control Panel and click the following to see your promo codes
Any existing codes will have been transferred to here for you to view and this implementation deprecate the previous version that lived under Accounts -
Click the button and this screen will display:
Here you can Name your code, add the actual code to be redeemed and the Discount that applies to this. See here for details on how to setup a discount.
You can set a Maximum number of uses and an Order quantity limit. The usage means that the code can only be used for this specified amount of times and the quantity prevents the number of orders placed in one go with this code. For example you are selling a course with a maximum number of places but want to offer a two for one discount.
You can add date limits to your codes so that they will only be applicable from and to set dates. If you create a code to start in the future, it will show on the table with a status of inactive until midnight on that date. Once the Expiry date has passed, the status will show as expired.
You can also restrict the codes to a specific Course and/or Learning path so that the code can only be redeem against the desired one.
Please note that only the Code and Discount Fields are required here but its advisable to name your codes.
Your Promotional Code can now be added to Sales opportunities in the Promo Code field and its name and value will be shown on the Invoice if it relates to a Discount. It can also be redeemed online if you have a portal linked to your TMS.
Click on an existing code in the table and the following will open:
You can only edit the name of a promotion code and deactivate it from this screen.
When you tick Deactivate and click OK, the code will show with a Deactivated status on the table.