Promotional codes (available through the E-Commerce Suite add-on) give you the ability to reward your most loyal customers with special discounts, or to gain new customers with special promotional pricing. As with Shipping and Billing options, setting up Promotional Codes is a two-step process. You first set up the Promotional Code, then you activate it for the users that are allowed to use it.

In this article:

• How to Create A Promotional Code
• How to Assign Promotional Codes To Your Customers
• How to Assign Promotional Codes To A Product Category
• How to Assign Promotional Codes To A Specific Order Form
• How Your Customers Use Promotional Codes

How to Create A Promotional Code

1. Choose "My Website" from the Control Center's top menu.
2. Choose "E-Commerce Settings" from the sidebar menu.
3. Choose "Promotional Codes" From the E-Commerce Settings menu.
4. Type a name for your Promotional Code in the "Promotional Code Name" field.
5. Type any combination of letters and/or number that the customer should type to apply the code.
6. Select a discount type from the pulldown menu:

   % Discount: Choosing this option opens up two additional fields:

   • Discount Amount - Type the amount to be discounted (for a 5% discount, just type 5).
   • Maximum Dollar Amount - If you'd like to set a cap on the maximum discount allowed, enter it here. Otherwise, leave blank for no limit.

   Flat Rate Discount: Use this option to set up a discount of a certain amount. For a $20 discount, just type 20.

7. Click the blue "Create New Promotional Code" button when finished.
8. NOTE: Simply creating a Promotional code does not activate it on your website; you must first assign the code. There are 3 different ways to assign your Promotional code:
   1. To all (or just specific) Customers
   2. To a Product Category (available to all customers using any Order Form under that Category)
   3. To a specific Order Form (available to all customers using that particular Order Form)
   Use the next 3 sections below to decide how you would like to use this Promotional code on your website.

How to Assign Promotional Codes To Your Customers

Setting the system-wide default

The system-wide defaults are the promotional codes that are available to all of your customers on any Order Form. You can always override those settings for a particular company, branch or contact, offering more options or fewer. Those instructions are available following these instructions for setting up the defaults.

1. Choose "Accounts" from the Control Center's top menu.
2. Choose "Account Settings" from the side menu.
3. Choose "Promotional Codes" from the side menu.
4. Place a checkmark in the box next to the Promo Code you'd like to make available to all of your clients.
5. By default, this code will be available for unlimited use by the company, branch or contact selected. To restrict it to a single use by the company, branch, or contact, select the "Single use only" option at this time.
6. Click "save changes" to finish.

Assigning to a company, branch or individual

1. Choose "Accounts" from the Control Center's top menu.
2. Choose "Account Settings" from the side menu.
3. Choose "Promotional Codes" from the side menu.
4. Use the people search tool in the sidebar to locate the company/branch/individual that you'd like to update.
   • Type any keywords into the first box to filter the company, branch and contact lists to display only accounts that match your input.
   • Then choose the Company, Branch or Contact you'd like to update from the filtered lists.
   • The search filter is thorough: "Smith" will return "Smith", smith, Smithsonian, blacksmith.
5. The boxes at the top indicate whether you are editing a Company, Branch or Contact (and which specific Company, Branch or Contact).
6. Select "Use the Promotional Codes defined below".
7. Place a checkmark in the box next to any promotional code you'd like to make available to the company, branch or contact.
8. By default, this code will be available for unlimited use by the company, branch or contact selected. To restrict it to a single use by the company, branch, or contact, select the "Single use only" option at this time.
9. Click "save changes" to finish.

How to Assign Promotional Codes To A Product Category

1. Choose "Order Forms" from the Control Center's top menu.
2. Choose "Product Categories" from the Public Order Forms menu on the sidebar.
3. Click the edit button for the category you wish to update.
4. Click the Promotional Codes tab.
5. Click the checkbox(es) for the promo codes you'd like to assign to this category.
6. Click the green save button at the bottom of that window, and you're done!

How to Assign Promotional Codes To A Specific Order Form

1. Choose "Order Forms" from the Control Center's top menu.
2. Choose "Order Forms" from the Public Order Forms menu on the sidebar.

   OR

   Choose "Reorder Forms" from the Reorder Forms Library menu on the sidebar.
3. Click the edit button for the order form you wish to update.
4. Choose Promotional Codes from the sidebar.
5. Click the checkbox(es) for the promo codes you'd like to assign to this category.
6. Click the green save button at the bottom of that window, and you're done!

How Your Customers Use Promotional Codes

The customer will have an opportunity to enter a promotional code to left of the 'Complete Order' button when they are completing their shopping cart. If they type an incorrect code, the system will allow them to try again. If no codes are available to them, the promotional code section will not appear at all.

When a customer enters a valid promotional code, their discount is located on the 'Discount' line, and the discount is automatically applied to their order before they submit it. One promo code is valid per user checkout.