Event Promo Code Import Wizard

The Event Promo Code Import Wizard is a feature that imports promo codes into an event from a CSV file.

Access

Access to the Event Promo Code Import Wizard is via: (Event) > Plan > Promo Codes > Import Promo Codes. The Import Promo Codes button appears in the top right corner of the Promo Code List page (see Plan > Promo Codes).

Steps

A. Prepare an Import File

A CSV file must contain the data to be imported. Best practice is to keep the columns in the same order and use the same or similar names as used in the mapping step. The header row must be the first row and contains the column names. All fields apart from Capacity are required fields. A file cannot be imported if any required field is not included. The import of a record will fail if any required field has no value. Save the file as a CSV file, with the first row containing the column headings (the field names). Sample CSV File is accessible as promo_code_import_sample_csv_file. Be sure to replace the sample data with your own data to import.

B. Import Your Data

Once you have a CSV file of Promo Codes to import, step through the Event Promo Code Import Wizard to import it.

Import Promo Codes: Browse to select a file to upload, and Upload it. In the pop-up window, map the columns in the import file to the data fields, which are listed below. See the Promo Codes help topic for full details of these fields.

Promo Name — (Required)
Promo Code — (Required) Must be unique to the event. Caution: If the Promo Code already exists, the import will update the record.
Attendee Type Code(s) — (Required) Must be existing Attendee Type(s). If more than one, separate them with a | (pipe) symbol. Caution: Ensure the spelling is exactly right; the promo code will not be imported if an attendee type doesn't match precisely.
Discount Code(s) — (Required) The discount code(s) to be applied when the promo code is used. If more than one, separate them with | (pipe) symbols. Caution: Must already exist in the event (as negative fees in Event Setup > Agenda). The promo code will not be imported if a discount code doesn't exist (with exactly the same code). You can import discounts in advance: see the Discount Import Wizard.
Capacity — The maximum number that can be used by attendees; an integer from 0 to 999999. Note: Blank or 0 means unlimited capacity.
Start Date Availability — (Required) Format mm/dd/yyyy.
Start Time Availability — (Required) Format 9:00 AM.
End Date Availability — (Required) Format mm/dd/yyyy.
End Time Availability — (Required) Format 9:00 AM.

Click Import. Your import is queued, and you receive an email as soon as it is processed. The promo codes are then available for use.

Access

Steps

A. Prepare an Import File

B. Import Your Data

See Also