Promo Codes Screen

Last verified with: 10.8.6.0

Overview #

Promo Codes are used to define promotional pricing that can later be applied to services through package frequency discount configuration. A promo code can contain one or more discounts, and those discounts can be configured separately by currency.

This allows a promotion to support scenarios such as a free introductory period, a percentage discount for a limited time, or a replacement promotional price. Multiple discount rows can be configured and ordered so they apply in sequence over time.

Promo codes are intended to be reusable. Once a promo code is in use, its configuration is restricted so the promotion history on already-applied services stays consistent.

Promo Code Application #

• Promo code discounts are applied after other applicable discounts.
• A promo code can only be added to an account service before billing has occurred for that service.
• Multiple promo codes can apply to a service, but the same promo code cannot be applied more than once to the same service.

Prerequisites #

Promo codes can be configured immediately. There are no prerequisite configuration steps for this screen.

Promo Codes Panel #

The Promo Codes panel on the left displays the promo codes that already exist in the system. Select a promo code to load its details in the edit panel on the right.

Each row shows the promo code name and whether it is currently Active or Inactive. Promo Codes panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.

Actions #

Icon	Description
	Deletes the selected promo code (if not in use)
	Adds a new promo code

Edit Promo Code Panel #

The panel on the right displays the selected promo code and is where you maintain its configuration.

Main Fields #

• Name: The unique name of the promo code.
• Active: Controls whether the promo code is available for use in service discount configuration. This cannot be enabled until at least one valid discount has been configured.
• Allow Credit: Allows the promotion to create a credit-style outcome where the discount can reduce the amount below zero when supported by the selected discount type.
• Start Date: The date when the promo code becomes valid.
• End Date: The date when the promo code stops being available for new use. This field can still be extended later when a promo code is already in use.
• Description: An optional description of the promotion.
• Prorate: Controls whether the promotional discount should be prorated where proration behavior applies.

Discounts Tab #

The Discounts tab is used to configure the discount sequence for each currency.

Currency Buttons #

The currency buttons at the top of the tab are used to:

• select the currency you want to configure
• activate or deactivate the promo code for that currency

Discount List #

The discount list shows the configured discount rows for the selected currency.

Each discount row includes:

• Discount Type: The type of discount, such as fixed, percent, or price.
• Frequency: The duration value for the discount period.
• Unit: The duration unit for the discount period, such as day, week, month, or year.
• Amount: The discount amount, percentage, or replacement price, depending on the selected discount type.

Discount Actions #

Within the Discounts tab, you can:

• add a new discount row
• remove a discount row
• move discount rows up or down
• drag and drop discount rows to change their order

The order of the rows determines the order in which the promo code discounts are applied over time.

Guides #

Adding Promo Codes #

To add a promo code:

1. In the Promo Codes panel, click Add.
2. Enter the Name.
3. Set Start Date, End Date, Description, Allow Credit, and Prorate as needed.
4. Open the Discounts tab.
5. Activate the currencies you want to configure.
6. Select a currency.
7. Add one or more discount rows by setting the Discount Type, Frequency, Unit, and Amount.
8. Reorder the discount rows if needed.
9. Enable Active when the promo code is ready for use.
10. Save the promo code.

Editing Promo Codes #

Promo codes that are already in use have limited editability. In practice, the End Date can still be extended, but other parts of the promotion should be treated as fixed once they are in use.

To edit a promo code:

1. Select the promo code in the Promo Codes panel.
2. Update the allowed promo code details.
3. Review the Discounts tab if the promo code is not yet in use.
4. Save the changes.

Deleting Promo Codes #

To delete a promo code:

1. Select the promo code in the Promo Codes panel.
2. Click Delete.
3. Confirm the deletion when prompted.