BETA Discounts

Viewing discounts

From the Marketing tab select Discounts

All discounts, active and disabled, will be displayed. You can filter discounts by status.

Create a discount

From the Marketing tab select Discounts
Select New discount

Discount information

Complete the discount name and discount description - this will be presented to your customers.

Discount value

Choose a discount type either fixed price or percentage

Percentage discount

Enter percentage value
Add discount restriction. For example 30% for 3 months where 3 would be the number of times to apply the discount.

Fixed price

Choose currency
Enter value
Add discount restriction. For example 30% for 3 months where 3 would be the number of times to apply the discount.

Choose if you want the discount to be used as part of a refer a friend campaign.
Choose if you want the discount to be linked to a promotion, either a single use promo or multi-use promo
Select Save

Refer a friend: Mark this as Yes if you want to make the discount available as part of a Refer a Friend code, otherwise leave as No
Promotion: Select from the drop down which type of promotion code you want to use:

Adding a multi-use promotion code

Select Multi-use promotion code
Add your code here

Select Show options to manage the promotion code

Campaign – The marketing campaign driving the discount offer. You may either type in a new campaign, or select one that already exists from the drop-down list;

Source – The campaign Source is usually the medium via which the customer is informed of the offer (e.g. a TV or radio station, a newspaper, magazine, email) that you may wish to
track back from the sale. You may either type in a new campaign Source, or select one that already exists from the drop-down list;

If you are using our customer web application, the SOURCE discount criterion enables you to target discounts specifically at new customers or existing customers. It provides greater control over acquisition and retention activity, ensuring the right discount is applied to the right customer group at the right time.

Using SOURCE helps prevent unintended discount application (e.g., a “new customer” offer being applied to long-standing subscribers) and forms the foundation of structured promotional campaigns. Values to use are:

NEW = The customer has no active or previous subscription history. Suitable for introductory offers, acquisition promotions, “first month” discounts, etc.

EXISTING = The customer has an existing or previous subscription relationship. Useful for retention incentives, win-back offers, loyalty discounts, and targeted offers.

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The first time you use the SOURCE field, type NEW or EXISTING manually.
Once created, the system remembers this value and it will appear as a selectable option next time.

Start Date* – Enter the date your campaign promotion will start;

End Date* – Enter the date your campaign promotion will end, or leave blank for an indefinite date;

Select Add Promotion code. The code will now be listed below and you have the option to add more code combinations with the discount as well as removing any listed.

Adding a single-use promotion code

Single use promo code allows you to create a set amount of promotion codes which can then be given to prospective/existing customers to sign up to a new subscription with a promotional discount.

The codes are single use, so they cannot be shared and once it has been used it no longer remains valid.

This can be used for marketing promotions to encourage customers to sign up for products and subscriptions. The customer must provide the single use promo code during the new subscription process as it will need to be verified against the database to confirm if it is available and valid and of course apply any discounts to the subscription. (you will need to setup your rules around Single use promo code and what promotion/discount it is aligned to).

Select Single-use promotion code.
Select Promotion from the available promotions

Select Save

Once a discount has been created, you can view and edit in the discounts screen.

Edit a discount

From the Marketing tab select Discounts
Identify and select your discount
Make your changes
Select the Save button to save your changes