Table of Contents
1.0 How are promo codes used on the raisin platform?
Promo codes have a variety of creative applications for event managers, such as encouraging early event registration, rewarding dedicated fundraisers, offering discounts to specific groups, and many more.
When a site visitor inputs an eligible code into the Promo Code text box at checkout, the discount they are entitled to is subtracted from the price of the item, updating their total checkout amount.
Applicable modules: Pledge, Multi-Pledge, and Ticketing
2.0 Create & use promo codes
2.1 Create a Promo Code:
- Across all modules, click the Promo Codes tab, which is found beneath Revenue Management on the left-hand sidebar.
- The Promo Codes menu will displays a table listing all of the discount codes created for the event. The Promo Code text box label, as it appears on the front-end, can also be customized from this screen by clicking the Edit Label button.
- Click "Add New Code" to create a new promo code or “Edit” to update an existing code.
- Enter the discount code you want to use in the Promo Code field. The code must be under 20 characters. Important Note: If your event is bilingual, the code will be the same for both English and French.
- Enter a description for your promo code.
- Enter your discount amount in dollars. Discounts can't be percentages.
- Set the availability date range during which the promo code can be used. Outside of this date range, the promo code will not work.
- Lastly, select the items that your promo code will apply to.
Important Notes:
-
There is no way to limit the number of times a promo code can be used. Keep this in mind if you wish to use promo codes to discount the full amount of an item.
- While there is no limit to the number of codes you can have within an event, purchasers can only use one code at a time. If a purchaser attempts to apply multiple codes to the same item(s), the system will respect the highest amount applied.
3.0 Tax receipting & promo codes
If a code is applied to a registration, sponsorship, or store item that is tax receiptable, a tax receipt will be generated for the maximum eligible amount of the item.
-
Example: If a Gala ticket purchaser applies a $4,000.00 Promo Code discount to a table priced at $5,000.00 that is partially receiptable for $1,500.00, they will receive a tax receipt for $1,000.00.
4.0 Reporting
4.1 Emerge package clients
You can track promo code activity using several Legacy Reports (the Reports tab at the top of your raisin Admin), which will generate downloadable .CSV files:
- We reccomend using the Multiple Event Promo Codes Downloads Report
- Module-specific reports available under respective module section on Reports tab.
- This report includes item sales and discount information across multiple events.
- Other options on the Reports tab that include Discount Amount and Promo Code columns (transactions amounts will show the post-discount total):
- Event Purchasers & Items Download
- Multiple Events Purchasers & Items Download
- Items Report
4.2 Growth & Bloom package clients
- Steps included in 4.1
-
In raisin Analytics, the Purchase Items report dashboard contains a report called Contacts With Purchase Items that you can customize, adding a Promo Code column.
- Visit this Knowledge Base article to learn more on how to Customize Reports in Analytics.
