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Financial

Last Update 2 个月前

Collecting Meeting Fees Wallet: Set Up and Manage Your Payout Account Transactions Donation Amounts How to Issue a Refund

Create and Manage Coupons

 Coupons allow your organization to offer discounts on meeting fees during member registration. Coupons can reduce the meeting fee by a percentage or a fixed dollar amount. Coupons apply only to meeting fees, not to donations.

Access

Administrators only

In the Organization Management Module, select Coupons from the side menu.

The Coupons page displays a table of all active and expired coupons.

Create a New Coupon

Select Create New Coupon at the top of the page.

The Create a Coupon pop-up window displays.

Enter the coupon details.

Code
  • The text members will enter at checkout.
  • Codes are not case‑sensitive.

Add an Expiration Date
  • Optional. If left blank, the coupon does not expire.

Discount Type
  • Choose one:
    - Discount in Percentage (e.g., 10% off)
    - Discount in amount (e.g., $5 off)

Percentage or Amount
  • If Discount in percentage was chosen, input the percentage discount.
  • If Discount in amount was selected, input the fixed discount amount.

Restrictions (Optional)
You may apply any of the following:
  • Eligible for first time payment only
  • Limit to specific customers
  • Limit the number of times the code can be redeemed
  • Require minimum payment value

Select Save to save and activate your coupon. The new coupon appears in the coupon list immediately.

Managing Existing Coupons 

Edit a Coupon

On the Coupons page, find the coupon you want to update. Select Options beside the coupon, then select Edit from the drop-down menu.

The Edit Coupon pop-up window appears. Update any fields, then select Save. Changes take effect immediately.

Delete a Coupon

On the Coupons page, find the coupon you want to remove. Select Options beside the coupon, then select Delete from the drop-down menu.

How Subscribers Use Coupons 

During meeting registration, subscribers can enter a coupon code in the Add Coupon field.

When Add Coupon is clicked on, the form changes to allow the subscriber to input the coupon code.

If the coupon is valid:
  • The discount is applied to the meeting fee
  • The final amount is updated before payment
  • The discount appears in the organization’s Transactions details
Coupons cannot be applied to donations.

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