How to Create Discounts for Forms

How to Create Discounts for Forms

NOTE:  This option will only be applicable if payments have been configured for your Form by X-CD.

You may create as many discount codes as you like and also set a maximum number of times the discount code may be used.

NOTE:

  • You cannot make a Discount Code required based on another field or vice-versa.
  • More than 1 discount cannot be applied to the same field by the end user.
  • You may increase the max uses of a discount code if it has reached its limit.
  1. Click Dashboard
  2. Click Forms tab
  3. Click the name of the Form you wish to create a discount for
  4. Click Settings in the left side menu
  5. Select Manage Settings
  6. Click Advanced on horizontal menu
  7. Select Manage Discounts
  8. Click + Add New button
  9. Select whether the discount is going to be created for:
    • Field Selection (Monday lunch) i.e. When this main field is selected, then regardless of what options are picked the discount code will apply.
    • Option Selection (Monday lunch - Cheeseburger) i.e. When a specific option is selected, the discount will only apply to this specific option when selected.
  10. Enter the Discount Name
  11. If desired, you may enter a Discount Code OR leave blank and the system will generate a code
  12. Enter the a Discount Amount where
    • % = percentage off OR
    • $ = a specific dollar value discount
  13. Click Activate = Yes to enable the discount (No will disable the discount)
  14. Set Max use value i.e. this is the maximum number of times this code can be used
  15. Click Add Discount

NOTE: The list will display, the column Discount Code is the special code you will provide your attendees to enter to apply the corresponding discount on the form.


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