Discounts Overview

Reward key customers

You can build Discounts exclusively for specific Accounts or Account Groups!

Increase sales on targeted Courses

Boost sales on particular Courses by making Discounts that are only valid for specific Course Templates, or Courses running in a certain date range.

Custom Discount Rules

You can apply ‘Rules’ to your Discounts for added flexibility, such as "booking made X days before the course" or "booking for X number of delegates."

Delight your customers

Discounts can be set to apply automatically at the end of your customer’s basket process, allowing faster booking, and sometimes a nice surprise!

Promote through an eCampaign

Discounts can be promoted through eCampaigns, allow you to advertise you have a certain Course Discount for a certain amount of time

Apply Automatically

Apply Automatically allows the Discount to be added to your customer’s basket without the need to enter a manual Discount Code

Discount Type 

Discount Type changes the Rules available on the Discount.

Here is an overview of the three Discount types (if you are using the new Checkout, you will only see the first two options):

• Delegate -  typically used for simple Rules such as early bird, previous booking, or age-restricted rules.

• Course Booking - typically used for Rules depending on delegate bookings of a course. For example, apply a Discount if 20 or more delegates are booked.

• Invoice - typically used to apply a Discount if the overall value of the booking adds up to a certain amount. 

Account Exclusivity

Account Exclusivity is where you can manage which Accounts or Account Groups your Discount is valid for. If you leave this section blank, the Discount is available to all of your customers.

Fixed or Percentage

You can set either ‘fixed’ Discounts (e.g. £10 off per Delegate, or $20 off per Booking), or ‘Percentage’ discounts (e.g. 10% off)

Limited Number of Uses

Enabling this Checkbox determines whether you have a limit to the number of times a Discount can be used. Ticking the box reveals two additional fields:

• Usage Type - this allows you to define how the Discount is limited. It can be limited to a set number of Discounts Per Individual, Per Company, or Per Platform.

• Usage Amount - here, you can define how many usages each Individual/Company/Platform has for the Discount.

Recipient Must Satisfy

Within this field, you can decide whether users of the Discount must satisfy At Least One or All Rules to be able to use this Discount against your Courses.

Rules

You can also add Rules for your Discounts, although these aren't necessary for your Discounts to work. Within the Rules tab, you can add Rules that users must satisfy in order to use the Discount. There are a number of Rules for each Discount Type:

• Delegate

  • Candidates

  • Age (Years)

  • Early Bird (Days Before Start Date)

  • Previous Bookings

• Course Booking

  • Candidates

  • Age (Years)

  • Early Bird (Days Before Start Date)

• Invoice

  • Candidates 

  • Booking Count 

  • Invoice Total

Breakdown of Rules and their meanings

Candidates 

Applies a Discount with this Rule if the number of Delegates on the booking falls between the ‘From’ amount and the 'To' amount.

Age (Years)  

Applies a Discount with this Rule if the Delegate falls within the age range between the ‘From’ and ‘To’ range.

Early Bird (Days Before Start Date)  

Applies a Discount with this Rule if the booking takes place between the ‘From’ and ‘To’ range, e.g. from 100 to 30 days before the start date.

Previous Booking  

Applies a Discount with this Rule if the Delegate has already attended any number of Courses between the From and To fields. Please note, that they will need the status of Attended, Completed or In Progress in these courses in order for this Rule to apply.

Booking Count 

Applies a Discount with this Rule if the number of Courses being booked is between the ‘From’ and ‘To’ range e.g. between 2 and 4 courses.

Invoice Total 

Applies a Discount with this Rule if the overall value of the Discount lands on a value between the ‘From’ and ‘To’ range.

A combination of Rules can be used - the Rules just need to be available on the type of Discount you have chosen. 

Course Template Exclusivity

Discount Course Template Exclusivity

There are two options to set here:

• Apply to Course Templates

• Exclusive Course Templates

Apply to Course Templates is used to define if the Discount exclusivity is set for a certain selection of Course Templates, or if it is meant for all course templates except those selected.

Exclusive Course Templates is used to add the Course Templates that you want this Discount to apply or not apply to, depending on which option was selected in the previous field.

Discountable Course Range

The Discountable Course range is where you would set a date range of which Courses can be discounted, your selected date range means the Discount will only apply to Courses starting within that chosen date range.

Previous Booking Rule Course Exclusivity

The Previous Booking Rule in the Rules section lets you specify that the Discount will only apply if a specific number or set range of previous Courses have been attended by a specific Delegate.

This area allows you to specify which Course Templates those previous Courses have to be.

There are two options in this section:

• Apply to Course Template

• Previous Booking Course Template

Apply to Course Template lets you specify if the previously attended courses are within the list below, or every course except those in the list below.

Previous Booking Course Template allows you to add or remove Course Templates.