A Promo Codes section for a form is only available if Registration Groups as Promo Codes is turned on for the event in Plan > Configure > Options. Registration Groups as Promo Codes must be enabled for an account before it can be turned on for an event.
Promo Codes are set up on Plan > Promo Codes.
Video: Adding the Promo Code Field to a Form (1.5 min) Video: Testing Promo Codes (1.5 min)
Online Form Sequence
Two notes describe where to place a Promo Codes section in the Online Form Sequence when adding it to the form on Form Setup.
1. Place the Promo Codes section after the Attendee Type section. Place the Promo Codes section after any Logic Rule that could assign an attendee type. Promo codes are based on attendee type. The Promo Codes form section must come after the Attendee Type has been assigned, although the sections can still be on the same page. Promo Codes earlier in the sequence results in no promo codes available to the attendee. 2. Place the Promo Codes section before the Verify section and Payment section. Place the Promo Codes section before Verify and Payment so that the promo code’s discounts will be applied to the fees.
Section Header
A Section Header can be set on most of the pages that determine the appearance of the registration form. The header is typically used to display additional instructions or event information related to the particular section being configured. The text and HTML elements entered into the section header appear above the section elements themselves.
If the fields in the Section Header area of the screen are left blank, the header will be set to inactive for that section.
In each of these first three text fields, enter plain text with or without HTML tags. You can also click </> to Launch HTM Editor in a pop-up window. You can then edit the content using the HTML/Web Content Editor described in Using the HTML Editor.
- Text Above Header – Displayed above the header bar, at the top of the section. Usually instructions.
- Header Text – Displayed in the header bar (in a contrasting color). Example: "Promo Codes".
- Text Below Header – Displayed directly below the header; any information you want to add.
Settings and Error Messages
The attendee sees a field where the attendee can enter a promo code.
You can determine whether the promo code field is a required field. You can also determine whether the attendee can edit the promo code field after saving.
You can also configure the error message that the attendee may see.
- Promo Code Display Options – Select one of the available options:
- Optional – The promo code field is optional (not required).
The attendee can edit or delete the promo code after being saved.
- Optional/Read Only – The promo code field is optional.
The attendee cannot edit the promo code after being saved.
When a value is entered and saved, the promo code value is displayed as read-only.
- Required – The promo code field is required.
When a value has been entered and saved, the attendee can still be edited.
- Required/Read Only – The promo code field is required.
The attendee cannot edit the promo code after being entered.
When a value is entered, the promo code value is displayed as read-only and cannot be edited.
- Promo Code Label – (Required) The label that the attendee sees on the form for that field.
- Error Messages – (All are required) Text of the error messages the attendee may see.
- No Promo Code – Relevant if Promo Code is a required field? is selected.
Default: "Please enter your promo code."
- Invalid Promo Code – Shown if an invalid code is entered.
Default: "The promo code you entered is invalid."
- Promo Code not valid for Attendee Type – Shown if attendee’s Attendee Type is not one of those allowed to use this code.
Allowed attendee types are set on the Promo Code record.
Default: "The promo code you entered is not valid for your Attendee Type."
- Promo Code capacity reached – Shown if the number of attendees in the group has already reached the Inventory assigned to that promo code on its Promo Code record.
A blank Inventory means there is no limit.
Default: "The capacity for this promo code has been reached."
- Promo Code removed from incomplete registration because inventory has reached capacity since being selected. – Name is self-explanatory.
Default: "The promo code you entered is no longer available."
- Promo Code Not Available Yet – Shown if the Availability Starts date on the Promo Code record has not been reached yet.
Default: " The promo code you have entered is not yet available for use."
- Promo Code Availability Expired – Shown if the Availability Ends date on the Promo Code record has been passed.
Default: " The promo code you have entered has expired."
Save / Preview
As usual, click Save to save your changes. You can always click Preview to see the form in action.
See Also
- Promo Codes (including the Promo Code List and Promo Code Wizard)
- Quick Guide to Promo Codes (PDF)
- Import Discounts
- Import Promo Codes
- Form Logic actions "Display Promo Code" and "Assign Promo Code"
- Report Setup report type "Registration Groups with Promo Codes"