Using Agenda Items and Logic Rules to Apply Discounts

This article provides information about how to use an agenda item and logic rules to apply discounts.

Discounts may apply to registrations based on factors such as attendee type, answers to questions, or email address domain.

In these instances, an agenda item holds the discount and a logic rule on the form assigns the agenda item.

The steps below walk you through the creation of the agenda item to hold the discount, a custom registration question, and a logic rule to assign the discount.

Step 1: Create the Agenda Item That Will Apply the Discount

• Plan > Event Setup > Agenda > Fees and Discounts.
• Click Add New.
• Enter a Name and a Code.
• Select Fee as the Type.
• Under Fee Structure, select Percentage Fee/Discount or Fixed Fee, depending on the discount.
• Set the Expiration Date and Time.
• Provide a unique Fee Code for this fee and a negative Amount.
• Click Save.

Step 2: Create a Form Question That Will Trigger the Discount

• Navigate to Plan > Event Setup > Questions.
• Click Add New.
• Select a Question Type.
• Enter a Name for the question, and provide a Code.
• In the Display for Reg Form field, type in the text you want to be displayed on the form.
• Scroll down, and add relevant Answer Options for the question (if question type is enumerated: Checkbox, Select, Radio, etc.).
• Click Save.

Step 3: Create the Logic Rule to Assign the Agenda Item

• Navigate to Plan > Forms > Your registration form > Logic (left tab).
• Click Add New.
• Provide a Name for the Logic Rule.
• Assign a Section for the Logic Rule.
• Under Conditions, select Apply ONLY if these conditions are met.
• Set the Condition as: IF (the question you created) = (the value you want the logic to be triggered from).
• Under Actions, select Assign Agenda Items.
• Select the discount Agenda Item you have created.
• Click Save.

Step 4: Add the Question You Created to the Form

• Navigate to Plan > Forms > Your registration form > Questions (left tab).
• Edit / Add New under Question Section.
• Under Questions Section, select the discount question you created from the Show these Questions in this Section dropdown, and click Use These Questions.
• Click Save.

Step 5: Place the Logic Rule Section on the Form's Page Layout

• Navigate to Plan > Form > Setup.
• Scroll down to Page Layout.
• Move the Logic Section that your new Logic Rule is assigned to over to the Online Form Sequence.
• Place the Logic Section on the page with your question, but before the Verify section.
• Click Save.