How to Create Promotion Codes for Sponsor and Exhibitor Applications

Promotional codes in PheedLoop work for all types of registration processes, whether that be attendee registration or the sponsor and exhibitor application. These promo codes can be discounted on a percentage basis or an amount basis.

Note - you must have the Exhibitor and Sponsor Application System module to access this.

Creating Promotion Codes for Sponsor Applications

1. From the Event Dashboard, navigate to Sponsors > Promotions
2. Above the promotions table, select Create
3. Under Name, fill out a name for the promo code
4. Under Discount Amount, fill out the amount that will be applied as a fixed discount amount to the purchase total
5. Under Discount Percent, fill out the amount that will be applied as a percent discount to the purchase total
   1. Fill out either the Discount Amount OR Discount Percentage, if you fill out both, it will deduct both from the registration.
6. Under Use Limit, fill out the maximum number of times this code can be applied
   1. By leaving this field blank, it will allow an unlimited number of uses.
7. Under Tax Percent, fill out a number between 0-100 to add a custom tax percentage that is different from the global tax rate
   1. If you want to add tax, you need to have this filled out. Global tax rate will not impact exhibitor/sponsor applications.
8. Under Codes, fill out comma separated codes which can be used to unlock the promo code
   1. Be careful not to use the same code for more than one promotion, PheedLoop cannot guarantee the correct promotion will be applied.
9. Under Product Requirements, select the product that must be purchased to allow the promotion code to be selected
   1. This means that as long as one of these products is in your cart, you will be able to checkout.
   2. You will need to create products in Sponsors > Products, for them to appear here.
10. Toggle on the Active checkbox
11. Select Save Changes

Creating Promotion Codes for Exhibitor Applications

1. From the Event Dashboard, navigate to Exhibitors > Promotions
2. Above the promotions table, select Create
3. Under Name, fill out a name for the promo code
4. Under Discount Amount, fill out the amount that will be applied as a fixed discount amount to the purchase total
5. Under Discount Percent, fill out the amount that will be applied as a percent discount to the purchase total
   1. Fill out either the Discount Amount OR Discount Percentage, if you fill out both, it will deduct both from the registration.
6. Under Use Limit, fill out the maximum number of times this code can be applied
   1. By leaving this field blank, it will allow an unlimited number of uses.
7. Under Tax Percent, fill out a number between 0-100 to add a custom tax percentage that is different from the global tax rate
   1. If you want to add tax, you need to have this filled out. Global tax rate will not impact exhibitor/sponsor applications.
8. Under Codes, fill out comma separated codes which can be used to unlock the promo code
   1. Be careful not to use the same code for more than one promotion, PheedLoop cannot guarantee the correct promotion will be applied.
9. Under Product Requirements, select the product that must be purchased to allow the promotion code to be selected
   1. You will need to create products in Exhibitors > Products, for them to appear here.
10. Toggle on the Active checkbox
11. Select Save Changes

Testing Promotion Codes

1. From the Event Dashboard, navigate to Event Portals > Application Portals > Sponsor Application
   1. In Application Portals, you can also choose Exhibitor Application instead.
2. From the Sponsor Application Portal, fill out the registration flow
3. Under the Sponsor Products checkout page, select a product and fill out the promo code in the Promotion Code text box
4. Select Apply

If done correctly, the intended discount will apply to the registration! Make sure to double check the spelling as the promo codes are case sensitive.

Downloading a Promotion Code Report

This promotion code report, will take the promo codes from attendee registration along with exhibitor and sponsor application so make sure to add the Stakeholder Code field which will differentiate the three different codes with the first three digits (REG = attendee registration, EXH = exhibitor application, SPO = sponsor application).

Creating a Promo Code Report

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports
2. Above the custom reports table, select Create
3. Under Report Type, select Promotions
4. Under Name, fill out the name of the report
5. Under Fields, select Code, Promotion Code, Stakeholder Code, Promotion Code Name, Amount, and Date Applied
6. Under Start Date and End Date, fill out the specific date the report will extract the information from
7. Select Save Changes

Downloading the Custom Report

1. From the Event Dashboard, navigate to Data & Reports > Custom Reports
2. Select the promotions report from the list
3. Above the custom reports table, select Actions > Generate Report
4. Once the report is created, select Download Previous Report
   1. Depending on the size of the report this may take a while and will need a refresh of the browser.