Managing Discounts for the E-Commerce Store Forms

Managing Discounts for the E-Commerce Store Forms

How to Create a Discount Code for the E-Commerce Store Form?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Manage Existing Stores
  4. Click applicable store
  5. Click Settings
  6. Click Advanced Options on horizontal menu
  7. Select Manage Discounts
  8. Click + Add New button
  9. Select whether the discount is going to be created for an entire Field (Membership Fee) or for a Field Value/Option (i.e. Member category, e.g. Student Member)
    • NOTE:
      • Discount Field = main field the discount code will be applied to
      • Discount Option = discount will be applied to specific option selected
      • Golden Ticket = all items will be free upon adding to their shopping cart
      • NOTE: if setting up a Golden ticket:
        • Set the Discount Field to the main field
        • Do not populate the Discount Value field
  10. Enter a discount name
  11. Under Discount Code, create a custom code or leave blank for a system generated code
  12. Enter a dollar value or a percentage for the discount to be applied
  13. Activate the discount code when ready
  14. Set a maximum use limit
  15. Click Add Discount
    • NOTE: In the list displayed, the column Discount Code is the code to provide the end-user to enter in the code field. The discount will be applied on the check-out screen.

How to Display the Discount Code Box on the Store Form?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Manage Existing Stores
  4. Click applicable store
  5. Click Settings button
  6. Click Registration Setup in the horizontal menu
  7. Select Registration Fields
  8. Click Edit button next to the field that the discount applies to
  9. Set Display Discount Box to YES
  10. Save changes by clicking Update Field Information at the bottom
  11. You may click Preview Form to see an 'Enter Registration Code if known' box appears on the store form.

Where to Find the Discount Code(s) that have been Created for the E-Commerce Store Form?

  1. Click Dashboard
  2. Click E-Commerce tab
  3. Click Manage Existing Stores
  4. Click applicable store
  5. Click Settings
  6. Click Advanced Options on horizontal menu
  7. Select Manage Discounts
  8. In the grid list, the column Discount Code is the code to provide the individual to enter. The discount will display on the check-out screen prior to payment.
    • Note: To generate a printed copy of the codes, use your browser > File > Print function to print the screen

    • Related Articles

    • Editing the E-Commerce Store Form

      How to Add/Edit Fields on the Store Form? Click Dashboard Click E-Commerce tab Click Manage Existing Stores icon Click on Store name Click Settings button Click Registration Setup in horizontal menu Select Registration Fields To add a new item, Click ...

    • E-Commerce Store Menu Screens

      How to Add a Menu Screen in a Store Form? Click Dashboard Click E-Commerce tab Click Manage Existing Stores icon Click on Store name Click Settings button Click Registration Setup in horizontal menu Select Registration Menu Click Add New button ...

    • Managing E-Commerce Store Products

      Products are grouped into product categories. Typically, similar items are grouped together. Examples of Products Categories include: Dues Subscriptions Merchandise Donations Examples of products within a Dues Product Category: Regular Member Annual ...

    • Managing E-Commerce Store Orders

      How to View Orders? Click Dashboard Click E-Commerce tab Click Manage Existing Stores icon Click on the name of your Store Click Manage button The grid will only display orders that have a Complete status which means orders that have been paid in ...

    • E-Commerce Store Reports

      How to Generate a Report of Payments received through the Store? Click Dashboard Click E-Commerce tab Click Manage Existing Stores icon Click on the name of your Store Click Reports button Click Financials tab Click Find button for Received Payments ...