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Promo Codes (Attendee Form)

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Promo Codes (Attendee Form)

(Event) > Plan > Forms > (Form) > Promo Codes

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. (And for it to be turned on for an event, it must first be enabled for the account.)

Promo Codes are set up on Plan > Promo Codes.

[Play] icon Video:Adding the Promo Code Field to a Form (1.5 min)

[Play] icon Video: Testing Promo Codes (1.5 min)

Online Form Sequence

Two notes about where to place a Promo Codes section in the Online Form Sequence when adding it to the form on Form Setup.

  1. After the Attendee Type section. and after any Logic Rule that could assign an attendee type.
    Promo codes are based on attendee type, so the Promo Codes form section must come after the Attendee Type has been assigned, although the sections can still be on the same page.
    (If Promo Codes was earlier in the sequence, there would be no promo codes available to the attendee.)

  2. Before the Verify section and Payment section, 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, you can enter plain text, with or without HTML tags, or 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 will see a field in which they can enter a promo code.

You can determine whether that is a required field (that is, the attendee must enter a promo code) and whether it can be edited after being saved.

You can also configure the error message the attendee may see.

  • Promo Code Display Options – Select one of the available options:

    • Optional – The promo code field is optional (not required), and can be edited or deleted after being saved.

    • Optional/Read Only – The promo code field is optional, but when a value is entered and saved it is displayed as read-only and cannot be edited.

    • Required – The promo code field is required, and when a value has been entered and saved it can still be edited.

    • Required/Read Only – The promo code field is required, and when a value is entered it is displayed as read-only and cannot be edited.

  • Promo Code Label – (Required) The label the attendee will see 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 (as 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). Note that 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, be sure to click Save to save your changes. And you can always click Preview to see the form in action.

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