Setting up Membership Promotions
The Membership Dashboard can accommodate different promotions similar to the Event Dashboard. These promotions can provide discounts for purchases in both a flat amount or based on a percentage
Creating a Promotion
- From the Membership Dashboard, navigate to Membership > Promotions
Above the Promotions table, select Create
A new pop-up will appear, allowing you to create a new promotion.
Promotion Details
| Setting | Description |
|---|---|
| Active | Toggle this on to allow attendees to use the promotion. If off, the promotion will not work. |
| Name | Enter the name of the promotion. |
| Promotion Code | The code attendees must enter to use the promotion. A randomized code is generated by default, but you may enter a custom code. |
| Discount Amount | Enter the dollar amount to be discounted. |
| Discount Percent | Enter the percentage amount to be discounted. |
| Uses | Enter the total number of times the promotion can be used. |
| Start Date | Enter the date the promotion becomes active. Attempts before this date will not work. |
| Expiry Date | Enter the date the promotion expires. Attempts after this date will not work. |
| Connected Membership Types | Enter any Membership Types you want this promotion restricted to. If one or more Membership Types are selected, the promotion cannot be used for any others. If left blank, the promotion applies to all Membership Types. For more information on Membership Types, please review our How to Set Up Membership Types article. |
Advanced Settings
| Setting | Description |
|---|---|
| Single Application Only | This option works with the Connected Membership Types field. When enabled, the promotion applies to only one instance of a Membership Type. When disabled, the promotion applies to each Membership Type in the cart, including duplicates. |
| Purchase Minimum | Enter the minimum dollar amount required in the cart before the promotion can be applied. If the cart total is below this amount, an error message will appear at checkout. |
Deleting Promotions
- From the Membership Dashboard, navigate to Membership > Promotions
Above the Promotions table, select Actions > Delete
Select Confirm
