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Discounts

 

Overview

Discounts are a fundamental way of  members and participants to register for more programs and purchase more products from your club. All discounts are segmented into three pieces: Details, Benefit(s), and Conditions.

 

Discount Basics

Create a New Discount

  1. Navigate to Products & Programs > Discounts
  2. Select Add-L.gif Add a Discount

To begin creating your discount, please navigate to Products & Programs > Discounts. Here you will be greeted by the Discounts page which lists all active discounts. To begin creating a new discount please select Add-L.gif Add a Discount from the top of the page.

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Edit a Discount

  • Select to Edit Edit-L.gif your desired discount

To edit an active or inactive discount at any time, select the Edit Edit-L.gif option next to the desired discount. Adjust the elements you wish, then select to Save Discount Details at the bottom of the page.

Delete/Deactivate a Discount

  • Select to Deactivate Deactivate-A.png your desired discount

To delete an active discount (or one that has expired), select the Deactivate Deactivate-A.png option next to the undesired discount.

Restore an Old Discount

  1. Navigate to Products & Programs > Discounts
  2. Select Show Inactive Discounts
  3. Select Restore Restore-L.gif

If your club has used a viable discount in the past it will still be at your disposal via Products & Programs > Discounts > Show Inactive Discounts. On this page, Uplifter will display past and deactivated discounts available for reactivation. If the discount had simply expired, you will see the option to Delete Delete-L.gif. If this is the case, you will want to select to Edit Edit-L.gif the discount instead and adjust the date in which the discount is applicable.

Otherwise, for discounts that have been manually deactivated, you will see the option to Restore Restore-L.gif. By selecting this option the discount will be reactivated and implemented on any invoice that qualifies for it.

 

Discount Details

The first element of any discount is the Discount Details section. This section offers basic settings that apply the to discount as  whole. These settings include naming your discount, setting a date range for when the discount is applicable, and establishing usage limits.

Learn More

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Title: The name of your discount; a succinct, informative title is usually best.
Date Range: The beginning and end date within which the discount will actively function. This is especially useful for "Early Bird" discount types as you can set the discount to expire upon a specific date, thus removing the discount should someone register too late. By leaving these fields blank the discount will always be active.
Usage Limit: The number of times the discount can be used. "Unlimited use by all members" is most common, placing no restrictions on the usage of the discount. However, "A limited number of global uses are available per discount code (first come, first serve)" can create a sense of urgency and can also be utilized as an alternative for "Early Bird" discounts. By selecting this option you can determine the exact number of times this discount can be used.

 

Benefits

The most poignant element of any discount is its Benefits. The Benefits you create will dictate what receives a reduction in cost, by how much it is reduced, and many of the requirements that must be met in order to receive the reduction. There are six Benefit types: Percentage Discount on Invoice, Amount Discount on Invoice, Item Count Discounts, Item Count Discounts - Different Target(s), Participant Package Discounts and Participant Count Discounts. You can add as many Benefits to a Discount as you wish. Similar or scaled benefits are often referred to ask "stacked" or "tiered" Benefits.

Item Discount on Invoice

The Percentage Discount on Invoice establishes a reduction in cost on targeted item(s). This reduction is in the form of a percentile discount. No requirements can be set within this Benefit type.

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Discount Percentage: The percentile amount the discount target(s) will be reduced by.
Discount Target(s): The targeted item or items that will receive the discount.

Amount Discount on Invoice

The Amount Discount on Invoice establishes a reduction in cost on targeted item(s). This reduction is in the form of a dollar value discount. No requirements can be set within this Benefit type.

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Discount Amount: The dollar amount the discount target(s) will be reduced by.
Discount Target(s): The targeted item or items that will receive the discount.

Item Count Discounts

The Item Count Discounts is one of the most commonly selected Benefits options. It's versatility allows for the creation of a large variety of discounts. Benefits of this type can have a minimum and maximum item quantity, a variety of discount styles (dollars, percent, amount to charge), and several variations on how they apply.

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Qualifying Item(s): The targeted item or items that are required to qualify for the discount. These items will also receive the discount.
Minimum Quantity: The minimum number of qualifying items required to qualify for the discount.
Maximum Quantity: The maximum number of qualifying items purchasable to qualify for the discount.
Value: The amount the benefit will reduce the qualifying items by. The Value couples with the Discount Units field.
Discount Units: The style/method in which the discount is applied. This can be Percent Off, Amount (Dollars) Off, or Amount (Dollars) to Charge. This couples with the Value field.
Discount Application Group: Set how the discount will verify your min/max quantity settings, either by participant or by invoice.
Apply Discount for Entire Season: This sets whether or not the requirements can be met over multiple invoices throughout a season. The application of a season discount has two available options. "Apply Discount To Entire Invoice" will calculate the discount and apply it as a separate line item that appears at the bottom of the invoice. This option is not recommended to be enabled and will be deprecated in future versions.  This can cause complications in your accounting. "Apply Discount to Individual Items" will calculate the applicable amount to each invoice and only create a separate invoice line if the discount is applied against an item that appeared on a previous invoice. Note that, in order for this to be effective when considering products/tickets/subscriptions you will need to select the desired season using the product's "Season used to calculate discounts:" drop down. Please see Products, Tickets & Subscriptions for more information.
Apply Discount Only to remaining items after the minimum quantity has been met: This enables the set reduction to only apply to items after the minimum number has been met. I.E. if set to Yes, with a min/max setting of 2 and 7 respectively, the reduction would only apply to items 3 through 7.
Benefit Application Options: Select "Apply benefit after maximum count has been exceeded" to allow the discount to be applied even if the member has purchased or registered more than the maximum quantity required to be eligible for the discount.

Item Count Discount - Different Target(s)

The Item Count Discounts - Different Target(s) discount type is very similar to that of the Item Discounts option. However, the option of selecting a different Target Item is available. This allows you to set a Qualifying Item (what they have to buy) and a separate Target Item (what they receive a discount on).

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Qualifying Item(s): The required item or items that are necessary in order to qualify for the discount.
Minimum Quantity: The minimum number of qualifying items required to qualify for the discount.
Maximum Quantity: The maximum number of qualifying items purchasable to qualify for the discount.

Target Item(s): The applicable item or items that receive the reduction from the benefit.
Value: The amount the benefit will reduce the qualifying items by. The Value couples with the Discount Units field.
Discount Method of Value: The style/method in which the discount is applied. This can be Percent Off, Amount (Dollars) Off, or Amount (Dollars) to Charge. This couples with the Value field.
Prioritizing Qualifying items: Set the manner in which the discount is applied. "Most expensive items will be used to qualify and not be discounted" is best used for those benefits that select the same items as their qualifying and target items, but can be useful in other scenarios as well. "Use items that are not also targeted for discounts first and do not discount qualifying items" is useful for when there is overlap between your qualifying and target items, but can be used in many scenarios. "Apply discounts to any item that is a target as long as minimum qualifying items are met" is the most common selection. This option simply states that the minimum qualifying items must be met for the discount to apply to any targets.
Discount Application Group: Set how the discount will verify your min/max quantity settings, either by participant or by invoice.
Apply Discount for Entire Season: This sets whether or not the requirements can be met over multiple invoices throughout a season. The application of a season discount has two available options. "Apply Discount To Entire Invoice" will calculate the discount and apply it as a separate line item that appears at the bottom of the invoice. This option is not recommended to be enabled and will be deprecated in future versions.  This can cause complications in your accounting. "Apply Discount to Individual Items" will calculate the applicable amount to each invoice and only create a separate invoice line if the discount is applied against an item that appeared on a previous invoice. Note that, in order for this to be effective when considering products/tickets/subscriptions you will need to select the desired season using the product's "Season used to calculate discounts:" drop down. Please see Products, Tickets & Subscriptions for more information.

Item Package Discounts

The Item Package Discounts discount type allows for structured tiers of discounts based on groups of products. This option is best used when you have a large array of items that can be selected from and varying quantities offers varying costs. This is a more practical option than creating several stacked benefits using other discount styles.

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Eligible Items for Package: The targeted item or items that are required to qualify for the discount. These items will also receive the discount.
Charge or Discount Value: The style/method in which the discount is applied. This can be Amount (Dollars) Off, or Amount (Dollars) to Charge. This couples with the Package Value field, found under the Package Tiers menu.
Package Tiers: A sub-menu that allows you to create tiered requirements regarding the number of items that must/can be purchased. To add a tier, select Add Package Tiers, fill in your desired values, and select Done to save the tier.

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Number of Items in Package: The minimum number of eligible items required to initiate this package and its pricing.
Max Range of Eligible Items in Package Tier: The maximum number of eligible items that can be included while still qualifying for this package and its pricing.
Package Value: The amount to charge for the items that qualify for this package structure.

Participant Count Discounts (Family Discounts)

The Participant Count Discounts, or "Family Discounts", allow you to discount all qualifying items purchased by a participant based on the number of participants that have purchased the qualifying items. Benefits of this type can have a minimum and maximum item quantity, a variety of discount styles (dollars, percent, amount to charge), and several variations on how they apply.

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Qualifying Item(s): The required item or items that are necessary in order to qualify for the discount.
Minimum Quantity: The minimum number of participants having purchased qualifying items required to qualify for the discount.
Maximum Quantity: The maximum number of participants having purchased qualifying items for the discount.

Value: The amount the benefit will reduce the qualifying items by. The Value couples with the Discount Units field.
Discount Method of Value: The style/method in which the discount is applied. This can be Percent Off, Amount (Dollars) Off, or Amount (Dollars) to Charge. This couples with the Value field.
Apply Discount Only to remaining items after the minimum quantity has been met: This enables the set reduction to only apply to items purchased by participants after the minimum number of participants have been met. I.E. if set to Yes, with a min/max setting of 2 and 7 respectively, the reduction would only apply to items 3 through 7.
Apply Discount for Entire Season: This is not recommended to enable. This sets whether or not the requirements can be met over multiple invoices throughout a season. This can cause complications in your accounting. Note that, in order for this to be effective when considering products/tickets/subscriptions you will need to select the desired season using the product's "This product may have season discounts" setting. Please see Products, Tickets & Subscriptions for more information.
Benefit Application Options: Select "Apply benefit after maximum count has been exceeded" to allow the discount to be applied even if the member has purchased or registered more than the maximum participant count required to be eligible for the discount.

 

Conditions

The final element of any discount is its Conditions. Conditions are additional requirements that can be set beyond those created within a Benefit. It is important to note that any/all Conditions must be met within a single invoice. This means that "seasonal" discounts (discounts that spread across multiple invoices) will never be applied if Conditions are enabled on the discount in question.

To add a Condition, select Add a Condition from the Conditions section.

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Once selected, the Conditions menu will display. This menu offers four Condition types: User Permission Group, Item Count, Order Total, and Participant Count (Family Discount).

User Permissions

The User Permissions Condition sets a requirement that the member must be within a specific user permission group in order to receive the discount. This is useful for board member discounts and the like.

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Group Name: A drop-down menu that allows you to select the permission group that should receive the discount.

Item Count

The Item Count Condition sets a requirement for the number of items on the invoice. This can be set as a minimum, maximum, or both.

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Add Required Item: By selecting Add Required Item, you can then select which items are required to be on the invoice. Using the item selection menu this can be as broad or refined as you would like.
Min Purchase Count: The minimum number of required items that need to be on the invoice, in order to qualify for the discount.
Max Purchase Count: The maximum number of required items that need to be on the invoice, in order to qualify for the discount.

Order Total

The Order Total Condition sets a requirement that the invoice will reach the selected monetary total. This can be set as a minimum, maximum, or both.

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Min Order Total: The minimum monetary total the invoice must reach in order to qualify for the discount.
Max Order Total: The maximum monetary total the invoice can reach in order to qualify for the discount.

Participant Count

The Participant Count Condition sets a requirement that the invoice will have a minimum number of participants registering on it. Please note, this does not act as an Nth child discount where only the 3rd (for example) child receives any discounts.

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Participant Count: The minimum number of participants that must register on the invoice in order to qualify for the discount.

 

How a Discount Looks on an Invoice

When applied to an invoice, discounts can display in two places - based on whether or not they are "seasonal" discounts. Standard discounts will be applied directly to the items they affect. In this way, they are displayed within the product line item.

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Should a discount be set to apply across an entire season, it is considered "seasonal". Though not recommended, there are instances where this may be required. When applied to an invoice, a seasonal discount is not applied to a specific item. Rather, the discount is applied to the invoice as a whole as a line item of its own under the Products section of the invoice.

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Popular Discount Types

BOGO (Buy One Get One)

The BOGO discount gives a reduction to a second item, based on the combination of purchases. Often set up as Buy One Get One Free or Buy One Get One 50% Off. This discount can be augmented to accomplish a large variety of effects.

Example of a BOGO Free discount

How It Works: The BOGO discount functions by setting the minimum quantity to 1 and the maximum to 2. This, in tandem with the "Apply Discount Only to Remaining Items After The Minimum Quantity Has Been Met" set to "Yes", will only apply your discount to the second item, and none other.

BOGO Variations

Different Targets: You can change the discount type to "Participant Discounts - Different Target(s)" in order to select different targets. This will allow you to offer products and subscriptions for registering, or vice versa.

BOGO 50%: Altering the Value field will allow you to change the amount the target receives off.

Family BOGO: Altering the "Discount Application Group" to "Per Invoice" will let families take advantage of the BOGO offer, provided they register all of their skaters on a single invoice.

Tiered BOGO: Once you have created your discount's first Benefit you can then add a new Benefit. This new Benefit would have all the settings, except the min/max quantities. To compensate for the possibility of members purchasing 3 or 4 programs you would set your min/max to 2/4. Be sure to test your tiered discounts to ensure they function as you intend.

Early Bird

The Early Bird discount gives those that register as soon as possible a reduction for their eagerness.

How It Works: Setting the "Date Range" of the Discount to begin on the same day as registrations open (you may want to open registrations early for this/these programs). Then set the end date as desired, leaving time between the end date and the end of the registrations period.

Family Bundle

The Family Bundle utilizes the Participant Count Condition. While Conditions are discussed in the Conditions section, it is important to note they are applicable per invoice only.

How It Works: Setting a Participant Count will analyze how many Participants are being registered on the invoice. If the number of registrants is equal to or above the number you specify the Benefit you create will apply.

Membership Discount

The Membership Discount offers reduced prices to those site members that are also club members. Based on memberships that are purchased/purchasable through Uplifter.

How It Works: The Membership discount looks for your created club membership subscription (see: Create Products & Subscriptions for more details) and applies a discount to programs. Note: Only subscriptions attached to a current season (by enabling the 'This product may have season discounts.' setting of your membership subscription) will be available in the Specific Items list when creating your discount. For this discount to function, you must set your programs to full price. That is, the price the program would cost if users do not purchase your membership fee.

Discount/Promo Code on Whole Invoice (BETA)

The Discount/Promo Code Discount offers reduced prices to those site members that enter in the correct code during checkout. Discount/Promo code discounts require a Discount/Promo Code field that users can enter their codes into. This is done via Settings > Global Settings > Custom Fields.

For this discount type (on whole invoice) you will want to create an Invoice Field:

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Don't forget to select Save All to keep the new field. Please see our article Custom Fields for more information on creating a field.

With the field created you can now create your discount using the Percentage or Amount Discount on Invoice Benefit types. Your target will be Invoices Associated with Custom Field Value (Beta). After selecting this you can then set your desired code value(s). Please note that your code values must be exact.

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Before saving your benefit
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After saving your benefit
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Can I create an "Nth Child" Discount?

You can indeed! In order to do so, you will want to use the Participant Count discount type.

 

Please contact us at support@uplifterinc.com if you would like to see examples of any other discount types.

 

 

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