Offer a seasonal discount
Steps to create a limited-time Discount
Related Help Guide Pages
Learn how to offer a seasonal discount
Are you running a limited-time promotion? This guide shows you how to create seasonal discounts, ideal for campaigns like a summer special or a Black Friday deal that runs for a set period.
Follow this page to learn how to set up a seasonal Discount!
Create a Discount
Follow these steps to create a new Seasonal Discount
Open the ‘Administration’ menu from the Profile options at the top-right of your platform
Open the ‘Discounts’ menu option to access the page where you can create and manage Discounts
Click the ‘Add Discount’ button
This will take you to the ‘Discount Details’ form, where you can create a new Discount
Make sure you have the right Training Provider selected in the ‘Account’ drop-down box
This discount will only work on Courses offered by this Training Provider
Provide a label for your Discount
Your customers will see this label when they apply the Discount in the basket. Make sure it's easily identifiable when labelling. For example, we recommend adding the Seasonal Offer name within the label of the Discount - ‘Black Friday Offer’
Provide a 'Discount Code'
This is required even if your Discount will be applied automatically, the Discount Code must be unique on each of your Discounts. Make sure it's easily identifiable when labelling. For example, we recommend adding the Seasonal Offer name within the code of the Discount - ‘BFO15’Use the ‘Apply Automatically’ checkbox to decide if your Discount will be an Automatic Discount or a Manual Discount
Check the ‘Apply Automatically’ checkbox if you would like the Discount to apply to bookings that meet the Discount’s criteria, without the Discount Code being entered, this would make it an ‘Automatic Discount’
Leave the ‘Apply Automatically’ checkbox unchecked if you would like the Discount to only be applied to bookings that meet the Discount’s criteria and the correct Discount Code is provided; this would make it a ‘Manual Discount’
Top tip!
We recommend setting all discounts to be ‘Manual’ to begin, until you have completed testing
Select the Discount Type
Booking-based Discounts will only apply once per Booking. This means that if you have 3 Delegates being booked together, the Discount will only apply once to the Booking
Delegate-based Discounts apply per Delegate, which means that if you have 3 Delegates being booked together, the Discount will apply three times to the Booking (if all 3 Delegates meet the rules)
Set how much the Discount is worth using the ‘Fixed Amount or Percentage’ and ‘Amount’ options
If you would like to apply any usage limits to your Discount, e.g. each person can only use it once, enter this information into the ‘Usage Limits’ section
Use the ‘Validation’ options to define the date range of your ‘Seasonal Offer’ for which this Discount is valid for
Please note - these dates relate to the date of the Booking, not the date of the CourseClick the ‘Save’ button at the top of the page to create your Discount
You will now be able to access the other menu options in the Discount Management Menu
Optional - If you would like to apply any ‘Rules’ to this Discount, open the ‘Rules’ page
Optional - If you would like to make this Discount only available to specific customers, you can set this up within the 'Account Exclusivity' page
Optional - If you would like to make this Discount only available on specific Courses, you can set this up within the ‘Course Template Exclusivity’ page
Your Discount is now set up and available for bookings. We recommend testing the Discount
Test the Discount
Follow these steps to test your new Discount
We will make a booking during the validation date range of the Discount, to check that it applies to our booking as we expect it to!
Make sure today’s date is within the validation range of the Discount, you can change these back to the official dates once your test has been done.
Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left
Find a future, available Course with a cost by applying filters and/or searching the Courses DataGrid
Right-click on this Course in the DataGrid and select the ‘Add to Basket’ option
Proceed through the basket to the payment step
Enter your Discount Code and click the ‘Apply Discount’ button
Your Discount should be successfully applied to your basket for the right value!
We will make a booking outside the validation date range of the Discount, to check that it doesn’t apply to our booking!
Make sure today’s date is not within the validation range of the Discount
Open the ‘Class’ or ‘Web’ Courses DataGrid from your main navigation menu on the left
Find a Course that does not meet your early-bird rule by applying filters and/or searching the Courses DataGrid
Right-click on this Course in the DataGrid and select the ‘Add to Basket’ option
Proceed through the basket to the payment step
Enter your Discount Code and click the ‘Apply Discount’ button
Your Discount should not be applied to your basket!
Once you have completed your testing, you can change your Discount to be Automatic if that is how you would prefer it is set up!
FAQs
Can I add multiple rules to a Discount?
Can I see how often a Discount has been used?