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Promo Codes

Updated

Contents

Overview

Note: Promo Codes do not work with the legacy WebLink or legacy WordPress Plugin. For these integrations, please refer to Promo Codes - Legacy.

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.

Promo Codes apply a predefined Discount to an order. This discount is configured separately and can represent either a percentage-based or fixed value reduction, depending on how the discount itself has been set up.

Accessing Promo Codes

To access promo codes, navigate to the Control Panel and click the following to see your promo codes

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Any existing codes will have been transferred to here for you to view and this implementation deprecate the previous version that lived under Accounts -

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Create Promo Code

Click the mceclip3.png button and this screen will display:

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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.

These restrictions determine when a Promo Code is valid. If an order does not meet the required conditions (such as product scope, quantity limits, or validity dates), the code will not apply.

Please note that only the Code and Discount Fields are required here but its advisable to name your codes.

Applying a Promo Code

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.

Edit / Deactivate a Promo Code

Click on an existing code in the table and the following will open:

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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.

Reporting & Usage Tracking

Promo Codes are available within reporting across the system, including Sales Opportunities. This allows you to track how often codes are used, the total value of associated bookings, and the overall discount applied.

This visibility helps you evaluate the effectiveness of discounts and monitor how Promo Codes impact revenue.

Promo Codes vs Promotional Campaigns

Promo Codes are a lightweight way to apply discounts to specific orders or products.

If you require more advanced campaign functionality—such as broader rule configuration, multiple discount structures, or more complex eligibility logic—you may want to use Promotional Campaigns instead.

Promotional Campaigns are a separate feature and are currently only supported in WebLink 2.0.

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