10-Minute Training on Coupons [00:00:09]
- Purpose: Overview of coupon setup and management within the platform.
- Steps to Create a Coupon:
- Navigate to Finance > Coupons > Add a New Coupon.
- Enter a unique Coupon Code (user-facing, no spaces allowed).
- Add optional Internal Notes for organizational reference.
- Specify Start and End Dates (optional; use for time-limited offers).
- Choose Amount Type:
- Percentage (default; applies to all invoice line items).
- Fixed Amount (requires a single invoice line item to function).
- Apply Coupon to Specific Areas:
- Meetings: Select applicable meetings and registration fees.
- Memberships: Choose membership types and limit to new or renewing members.
- Purchases: Select specific products or apply to entire purchase if criteria are met.
- Define User Eligibility:
- Open to anyone with the code.
- Specific lists or organizations derived from lists.
- Limit usage per individual or organization.
Reports and Insights on Coupon Usage [00:09:00]
- Search for all coupons via the coupon management page.
- View linked invoices for each coupon directly.
- Meeting-specific reports:
- All Discount Coupons Connected to a Meeting: Lists eligible coupons.
- All Coupons Used for a Meeting: Tracks coupon utilization.
Sponsorship-Based Coupons [00:10:20]
- Automated Coupon Creation:
- Coupons can be tied to sponsorship opportunities (e.g., a “Gold Sponsor” receives two free registration coupons).
- Customize coupon names, usage limits, and applicable fees during sponsorship setup.
- Example: “Gold2021Annual” with unique suffix auto-generated for each sponsor.
- Sponsor View: Shows coupons specific to each sponsor, including restrictions and usage tracking.
Questions & Additional Insights
Individual Search for Deceased Members [00:13:00]
- Can the individual search include deceased members?
- Likely a configurable setting.
- Action: Submit a work request or contact the webmaster to enable this feature.
Editing Individual Demographic Options [00:14:40]
- Considerations for Editing:
- Newly added options are searchable and usable as criteria.
- Deleting an option removes all associated data.
- Some pre-configured fields may not be editable due to system dependencies.
- Use Case: Track engagement metrics more effectively by adding custom fields.
Closing Remarks [00:16:48]
- Combined November and December sessions due to low attendance.
- Recording of the coupon training to be shared with a specific requester.
- Next session scheduled for January 2025.