Knowledgebase

Event Management for Salesforce: Discount Plans

Last Updated: Jul 17, 2017 12:17PM EDT
Version: 5.170502xxxx

There are two types of discount plans:
  1. Level Discount Plans
  2. Event Discount Plans

1) Level Discount Plan: By selecting the Level Discount Plan, the discount plans created for Levels will be active and the discount plans created for the event will be inactive. The discount coupon (Discount % + Fixed Discount) will be calculated for each individual level amount.

2) Event Discount Plan: By selecting the Event Discount Plan, the discount plans created for events will be active and the discount plans created for the levels will be inactive. The discount coupon (Discount % + Fixed Discount) will be calculated for the entire event amount.

Either Level Discount Plan or Event Discount Plan will be in activation. There can be any number of discount plans in either Level or Event Discount Plans.



Step 1: Select any one Active Discount Type from the Drop-Down menu.

Step 2: After selecting the Discount Type, click on ‘New’ to create a new discount plan.

Step 3: Click on the ‘View’ button to see the registration page. View will take you to the external registration page.

Step 4: This Drop-Down allows you to view the created discounts.

Step 5: Search field allows you to search the Discount plans by name.

By clicking on the New, the following screen will be displayed for each plan.

Level Discount Plan Details:



Step 1: Event name will be automatically generated as it was given earlier.

Step 2: Select what the discount will apply to from the Drop-Down list. If you select the ‘Level Total’ or ‘Level Individual Item’, the above screen will be displayed. By selecting the ‘Entire Event’ from the Drop-Down menu, the screen will change to Event Discount Plan Details.

Level Total: If Level Total is selected, then the discount will apply for all the attendees registered in that level.

Eg: - Discount % = 10%, Fixed Discount =$10, Attendees = 2, Price = $100
        Then the discount will be $30. Through Discount %, it will be $20 & Fixed Discount, it will be $10

Level Individual Item: If Level Individual Item is selected, then the discount will apply for every individual attendee in the level.

Eg: - Discount % = 10%, Fixed Discount =$10, Attendees = 2, Price = $100
       Then the discount will be $40. Through Discount %, it will be $20 & Fixed Discount, it will be $20. As there are two attendees, fixed discount will apply for each attendee.

NOTE: Number of attendees will be affected by Registrations Included (Basic Information > Pricing / Registration Level). If it is one, then one attendee will be considered. If it is two, then two attendees will be considered as one registration and so on. 



Step 3: If ‘Level Total’ or ‘Individual Levels’ is selected in Step 2, then select the desired Level in step 3. If ‘Entire Event’ is selected in the Step2, then this field will not be available.

Step 4: Enabling the batch upload check box, allow you to upload a file with multiple discount plans. Up to 1000 discount plans can be uploaded for both Level discount and Event discount.

Step 5: Enter a name to use as a reference. This is for internal use only and can be anything that will help you identify the discount plan.

Step 6: The Discount % option will deduct the % amount from the total.
Example: Total is $200 and Discount % is 10, then the net total will be $180.

Step 7: The fixed discount option will deduct the exact amount from the total.
Example: Total is $200 and Discount is $10, then the net total will be $190.

Both Discount % and Fixed Discount can be selected at the same time for a combination %+Fixed amount.

Step 8: Enter the start date and end date of the discount plan.

Step 9: End of Plan



End of Plan option will appear only after creating at least one discount plan. This option will allow to set the next discount plan to automatically start after the previous plan ends.  

Step 10: The Inventory number entered in this column will apply to that same number of registrants. It works on First Come First Serve basis.

Step 11: Enter the Coupon Code to be used in the external registration page here. To use this Discount plan, this Coupon Code should be entered at the time of registration.

NOTE: Coupon code is NOT case sensitive.

Step 12: Enter the minimum and maximum number for whom the Group Discount should apply.

After entering the fields, don’t forget to SAVE the changes.

Event Discount Plan Details:



Step 1: Event name will be automatically generated as it was given earlier.

Step 2: Select what the discount will apply to from the Drop-Down list. If you select the ‘Entire Event’, the above screen will be displayed. By selecting the ‘Level Total’ or ‘Level Individual Item’, from the Drop-Down menu, the screen will change to Level Discount Plan Details.

Step 3: Enabling the batch upload check box, allow you to upload a file with multiple discount plans. Up to 1000 discount plans can be uploaded for both Level discount and Event discount.

Step 4: Enter a name to use as a reference. This is for internal use only and can be anything that will help you identify the discount plan.

Step 5: The Discount % option will deduct the % amount from the total.
Example: Total is $200 and Discount % is 10, then the net total will be $180.

Step 6: The fixed discount option will deduct the exact amount from the total.
Example: Total is $200 and Discount is $10, then the net total will be $190.

Both Discount % and Fixed Discount can be selected at the same time for a combination %+Fixed amount.

Step 7: Enter the start date and end date of the discount plan.

Step 8: End of Plan



End of Plan option will appear only after creating at least one discount plan. This option will allow to set the next discount plan to automatically start after the previous plan ends.  

Step 9: The Inventory number entered in this column will apply to that same number of registrants. It works on First Come First Serve basis.

Step 10: Enter the Coupon Code to be used in the external registration page here. To use this Discount plan, this Coupon Code should be entered at the time of registration.

NOTE: Coupon code is NOT case sensitive.

Step 11: Enter the minimum and maximum amount for whom the Group Discount should apply. Group discount is not applicable for Additional Donation amount.

After entering the fields, don’t forget to SAVE the changes.

URL Parameter:



It is possible to add the coupon code directly in the registration URL (clear instructions are given in Discount plan page).

Step 1: Add “&CC=” to the end of the URL, followed by the coupon code(s), separated by a semicolon(;).

Step 2: Do one registration in the given coupon code level.

Step 3: Automatically, the coupon code will be applied and deducted amount will be displayed.

Step 4: The Net Total will be displayed with the deduction amount.

Coupon Code Hyperlink:



If you click on the Coupon Code hyperlink, it will re-direct to the external registration page where the specific coupon code will be auto-generated when the attendee registers in that particular level.

Batch Upload:
Batch upload can be done in both Level discount and Events discount.

Batch Upload for a Level Discount:



Step 1: Enter the Discount Plan Name.

Step 2: Enter the Start Date of the Level Discount.

Step 3: Enter the End Date of the Level Discount.

Step 4: Enter the total inventory for the Level Discount. After reaching the inventory limit, the discount plan will no longer apply.

Step 5: Enter the minimum number of attendees registering. If the registrations are less than the minimum number, this discount plan will not apply.

Step 6: Enter the maximum number of attendees registering. If the registrations are more than the maximum number, this discount plan will not apply.

Step 7: Enter the name of the Coupon Code.

Step 8: Enter the Discount % for this Level.

Step 9: Enter the Fixed Discount for this Level.

NOTE: In versions prior to V4.x, there is no Discount Type column in the excel sheet, so the .csv files from the previous versions will not work.

Batch Upload for an Event Discount:



Step 1: Enter the Discount Plan Name.

Step 2: Enter the Start Date of the Event Discount.

Step 3: Enter the End Date of the Event Discount.

Step 4: Enter the total inventory for the Event Discount. After reaching the inventory limit, the discount plan will no longer apply.

Step 5: Enter the minimum amount which has to be paid by the attendee to apply this discount plan. If the amount is less than the minimum amount, this discount plan will not apply.

Step 6: Enter the maximum amount which has to be paid by the attendee to apply this discount plan. If the amount is greater than the maximum amount, this discount plan will not apply.

Step 7: Enter the name of the Coupon Code.

Step 8: Enter the Discount % for this event.

Step 9: Enter the Fixed Discount for this event. 

Attendee Related List:

It is very helpful for the Event organizer to check how many attendees registered under each discount plan. To know it, click on the desired discount plan and you will find the details of the discount plan and the Attendee related list. 

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