Discounts on Club 1.0

1. Navigate to Products & Programs > Discounts
2. Select  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 a Discount from the top of the page.

• Select to Edit  your desired discount

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

• Select to Deactivate  your desired discount

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

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

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 . If this is the case, you will want to select to Edit  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 . By selecting this option the discount will be reactivated and implemented on any invoice that qualifies for it.

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.

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.

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.

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.

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.

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.

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 Method: 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.
Should This Discount Consider Other Invoices From Within The Same 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.
Should This Discount Only Apply Beyond The Minimum Quantity?: 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 Variance: 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.

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).

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: 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.
Should This Discount Consider Other Invoices From Within The Same 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.

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.

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.

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.

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.

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 Method field.
Discount Method: 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 participants after the minimum participant requirement 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 sets whether or not the requirements can be met over multiple invoices throughout a season. This can cause complications in your accounting if  you do not select the "Per Season, Apply Discount To Individual Invoice Lines" option. 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.

The Ticket Redemption Discount offers the ability to redeem a ticket in order to apply a discount. The user must first purchase the qualifying ticket, then the target items. The system will redeem as many redemptions as possible based on the users purchases. Please see our Ticket Redemption Discount webinar for more information. Please see Products, Tickets & Subscriptions for more information on creating and selling tickets.

Qualifying Ticket(s): The ticket(s) that are necessary in order 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 target items by. The Value couples with the Discount Method field
Discount Method: 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.

The Payment Method Condition sets a requirement that a specific payment method must be used to receive a discount. This is useful for providing a discount to users who pay for an invoice with a specific payment method.

Payment Method: A drop-down menu that allows you to select the payment method that the member should use to receive the discount.

Payment Method Discount Caveats: Any Payment Interval discounts or adjustments should be ordered before any Payment Method discounts or adjustments to function correctly.

Products, tickets, or subscriptions that use the Percent On Subtotal pricing method will not be affected by either Payment Method or Payment Interval discounts, as both are calculated and applied before the subtotal, while products, tickets, and subscriptions of this type are calculated and applied after the subtotal.

If your club uses taxes, you will want to avoid using the Amount Discount On Invoice and Percent Discount On Invoice benefit options for your Payment Method/Interval discounts. These benefit types do not consider the taxes of your items and thus will not calculate correctly. Instead, use the Item Count discount option and target "All Programs", "All Subscriptions", "All products".

The "Should This Discount Consider Other Invoices From Within The Same Season" option should not be used on Payment Method or Interval discounts, as this will have undesirable results.