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

From the Event Dashboard, navigate to Sponsors > Promotions
Above the promotions table, select Create
Under Name, fill out a name for the promo code
Under Discount Amount, fill out the amount that will be applied as a fixed discount amount to the purchase total
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.
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.
Under Tax Percent, fill out a number between 0-100 to add a custom tax percentage that will be deducted from the promotion value
1. The tax percent will be based on the Dollar Amount or Percentage deducted by the promotion code. For example, if the promotion code deducts $30 at checkout and the tax percent is set to 20%, the Tax Percent will deduct $6 at checkout.
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.
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.
Toggle on the Active checkbox
Select Save Changes

Creating Promotion Codes for Exhibitor Applications

From the Event Dashboard, navigate to Exhibitors > Promotions
Above the promotions table, select Create
Under Name, fill out a name for the promo code
Under Discount Amount, fill out the amount that will be applied as a fixed discount amount to the purchase total
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.
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.
Under Tax Percent, fill out a number between 0-100 to add a custom tax percentage that will be deducted from the promotion value
1. The tax percent will be based on the Dollar Amount or Percentage deducted by the promotion code. For example, if the promotion code deducts $30 at checkout and the tax percent is set to 20%, the Tax Percent will deduct $6 at checkout.
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.
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.
Toggle on the Active checkbox
Select Save Changes

Bulk Uploading Promotion Codes for Exhibitors and Sponsors

Multiple promotions codes for Exhibitors and Sponsors can be uploaded simultaneously for convenience.

From the Event Dashboard, navigate to Exhibitors > Promotions or Sponsors > Promotions and select the upload button on the top right corner of the screen

Select Download Template

The promotions template for exhibitors and sponsors will now be downloaded onto your device.

Open the Waitlist template file
Fill out the information outlined in the Headings in the Waitlist Upload Template step below
Save the document as a CSV file
From the Event Dashboard, navigate to Exhibitors > Promotions or Sponsors > Promotions
Above the Promotions table, select the upload button on the top right corner of the screen
Select the Drag and drop some files here, or click to select files button to upload your template
Select Submit

Headings in the Promotions Upload Template

The promotions template has multiple columns to fill out. Below we will define each column and their purpose.

code	Please note, this field is not the code for the promotion but the internal code assigned to each promotion code in the Event Dashboard. This field is only necessary if you intend to edit a promotion code. Promotion codes can be found by navigating to Exhibitors > Promotions or Sponsors > Promotions and selecting the download icon to the far right of the Create button. Leave this field blank to create new promotion codes.
name	Enter the name of the promotion under this column.
description	Enter the description of the promotion under this column.
amount	This column controls the dollar amount to be deducted whenever this code is redeemed. Enter a number under this column to represent the dollar amount. Do not enter a dollar sign in this column or the upload will not work. Only the amount or percentage column can be filled for each code.
percent	This column controls the percentage to be deducted whenever this code is redeemed. Enter a number under this column to represent the percentage. Do not enter a percent sign in this column or the upload will not work. Only the percentage or amount column can be filled for each code.
limit	This column will affect the Use Limit field. Enter a number under this column to set the maximum number of uses this promotion code can be applied for. Leave this column blank to not set a limit.
tax_percent	This column will affect the Tax Percent field. Enter a number from 0 to 100 under this column to deduct from the tax whenever this promotion code is redeemed.
codes	Enter the code required to use this promotion code under this column. Separate multiple codes with commas.
date_expiry	Enter the date for when the promotion code will expire under this field. Ensure the format is YYYY-MM-DD or problems will arise.
products	Enter the code for any products to restrict this promotion code to. The promotion code will only work if one of the approved products is in the applicant's cart at checkout.
is_active	Enter true under this column to enable the Active checkbox. If the Active checkbox is toggled off, the promotion code will not be available for use. By default this value is set to true.

Testing Promotion Codes

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

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

Downloading the Custom Report

From the Event Dashboard, navigate to Data & Reports > Custom Reports
Select the promotions report from the list
Above the custom reports table, select Actions > Generate Report
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.