Event Promo Code Import Wizard

Access via: (Event) > Plan > Promo Codes > Import Promo Codes (button)

To open the Event Promo Code Import Wizard, click the Import Promo Codes button in the top right corner of the Promo Code List page (see Plan > Promo Codes)

The wizard enables you to import promo codes into your event from a CSV file, in these two steps:

A: Prepare an Import File

B: Import Your Data

A. Prepare an Import File

Start by preparing a .CSV file containing the data to be imported.

• Best practice: Keep the columns in the same order, and using the same or similar names, as used in the mapping step, which is described below. This makes the mapping step quicker and easier, since those fields are more likely to be mapped by default.

• Header Row: The first row must be column names. You will use these when mapping the fields.

• Note re Required fields: See the list of columns to import, below.
  • All fields apart from Capacity are required fields.
  • A file cannot be imported if any of them are not included.
  • And the import of a record will fail if any of them have no value.

• Save the file as a .CSV file, where the first row contains the column headings (the field names).

• Sample CSV File: promo_code_import_sample_csv_file
  You can right-click this file name to save a sample CSV file with columns for all the fields.
  Note: 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

1. Browse to select a file to upload, and Upload it.

2. In the pop-up window, map the columns in the import file to the data fields, which are as 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 | ("pipe') symbols.
  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 than 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

3. Click Import.

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

See Also

• Quick Guide to Promo Codes (PDF)

• Promo Codes (including the Promo Code List and Promo Code Wizard)

• Import Discounts

• Promo Code Form Section

• Form Logic actions "Display Promo Code" and "Assign promo Code"

• Report Setup report type "Registration Groups with Promo Codes"