Create and Manage Discount Codes for Event Registrations | Zoho Backstage

Discount Codes

Encourage registrations and boost ticket sales by offering discounts to attendees during registration. Discount codes can be applied to ticket purchases to reduce the registration cost for all attendees or a selected group of individuals.

With discount codes, you can control who receives the discount, which ticket classes it applies to, how many times it can be redeemed, and how long it remains active.

Creating a Discount Code

Create discount codes that attendees can apply during registration to receive a percentage-based or fixed amount discount on eligible ticket purchases.


  1. Navigate to Registrations > Setup > Promo Codes > Discount Codes from the Dock.
  2. Click Add Discount Code. The Add Discount Code side panel will appear. 



  3. Enter a unique name in the Code Name field.
  4. Select the Discount Type and enter the Discount Value.
  5. Choose whether the discount should apply to:
    • All Ticket Classes (hidden ticket classes excluded), or
    • Specific Ticket Classes.
  6. Select an eligibility option:
    • All Individuals to make the discount available to everyone.
    • Specific Individuals to restrict the discount to selected guests.
  7. Choose a Redemption level:
    • Entire Order to apply the discount once per order.
    • Individual Tickets to apply the discount to individual tickets.
  8. Enter the Redemption Limit.
  9. Select the Start Date and Time.
  10. Select the Expiration Date and Time.
  11. Optional: Select Allow discount on offer tickets to allow the discount to be used on tickets that already have an offer applied.
  12. Click Save.

Discount Code Settings

  1. Code Name: Unique identifier for the discount code.
  2. Discount: Percentage-based or fixed amount discount applied during registration.
  3. Discount Code Applies To: Determines which ticket classes are eligible for the discount.
  4. Eligibility: Controls who can redeem the discount code.
  5. Redemption Level: Determines whether the discount is applied at the order level or ticket level.
  6. Redemption Limit: Maximum number of times the discount code can be redeemed.
  7. Start Date: Date and time when the discount code becomes active.
  8. Expiration Date: Date and time when the discount code expires.
  9. Offer Settings: Allows the discount code to be applied to tickets that already have active offers.
Notes
  • Promo codes can only be applied during registration.
  • Hidden ticket classes cannot be selected when applying a discount code to all ticket classes.
  • A discount code can only be redeemed while it is active and within its validity period.

Restricting a Discount Code to Specific Individuals

Limit the use of a discount code to selected individuals by adding eligible guests. Only guests included in the list can redeem the code during registration.

Adding Guests Manually

  1. While creating or editing a discount code, select Specific Individuals under Eligibility.
  2. Click Add Guest. The Add Guest side panel will appear. 



  3. Open the Add Manually tab.



  4. Enter one or more email addresses.
    1. Separate multiple email addresses using commas.
  5. Click Next.
  6. Configure the maximum redemption limit for each guest.
  7. Click Save.

Importing Guests from a File

  1. While creating or editing a discount code, select Specific Individuals under Eligibility.
  2. Click Add Guest. The Add Guest side panel will appear. 
  3. Open the Import Guest List tab.



  4. Click Import File.
  5. Upload a spreadsheet containing guest email addresses and redemption limits.
  6. Review the imported guests.
  7. Click Next.
  8. Click Save.
Notes
  1. Supported file formats: XLS and XLSX.
  2. The maximum file size supported is 5 MB.
  3. A sample import file can be downloaded from the import window.
  4. Guests can be assigned individual redemption limits.

Managing Eligible Guests

View and manage guests who are eligible to use a discount code.


  1. Navigate to Registrations > Setup > Promo Codes > Discount Codes from the Dock.
  2. Create a new discount code or edit an existing one.
  3. Under Eligibility, select Specific Individuals.
  4. Click View in the Guests section. The View Guests side panel will appear. 
Info

From here, you can:

  • Add additional guests.
  • Search for guests.
  • Update guest redemption limits.
  • Remove guests from the list.

Viewing Discount Codes

All discount codes are listed in the Discount Codes tab.

The list includes:

  • Code name
  • Eligibility
  • Redemption count
  • Validity period
  • Applicable ticket classes
  • Current status

Discount codes can have the following statuses:

  1. Active: The code is available for redemption.
  2. Paused: The code is temporarily unavailable for redemption.
Use the search, filter, sort, and column customization options to quickly find and organize discount codes.

Editing a Discount Code 


Modify the settings of an existing discount code.

  1. Navigate to Registrations > Setup > Promo Codes > Discount Codes from the Dock.
  2. Click the more options icon beside a discount code.
  3. Click Edit.
  4. Update the required settings.
  5. Click Save.
Notes
  • The code name cannot be modified after the discount code is created.
  • Changes only affect future redemptions.

Pausing a Discount Code 


Temporarily disable a discount code without deleting it.

  1. Navigate to Registrations > Setup > Promo Codes > Discount Codes from the Dock.
  2. Click the more options icon beside a discount code.
  3. Click Pause.

Attendees will no longer be able to redeem the code until it is reactivated.


Copying a Discount Code Link 


Generate a shareable registration link with the discount code automatically applied.

  1. Navigate to Registrations > Setup > Promo Codes > Discount Codes from the Dock.
  2. Click the more options icon beside a discount code.
  3. Click Copy Code Link.

Share the copied link with attendees to automatically apply the discount during registration.


Deleting a Discount Code 


Remove a discount code that is no longer required.

  1. Navigate to Registrations > Setup > Promo Codes > Discount Codes from the Dock.
  2. Click the more options icon beside a discount code.
  3. Click Delete.
  4. Confirm deletion in the dialog box.

Deleted discount codes can no longer be redeemed.


Exporting Discount Codes 


Download a list of discount codes for reporting or record-keeping purposes.

  1. Navigate to Registrations > Setup > Promo Codes > Discount Codes from the Dock.
  2. Click Export.
  3. Choose the required export settings.
  4. Click Export.

The exported file can be used for offline analysis and reporting.


If you have any questions, please contact support@zohobackstage.com

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