In this article we give a step by step explanation of how to create a collective that we will associate with one or more promotional codes. In this way you can promote your events by providing different promotions according to the audience or collective.
Remember that you can only set up your own Validation promotions with promotional Codes for the collectives you have recently created. For the configuration of other types of promotions, please contact our support team.
- Go to collectives> New group
2. On the following screen, indicate the name of the group, the type, and the subtype of the promotion and click on OK (In this case it is always Type: Internal validation and Subtype: Promotional code).
Once created, the tab of the collective opens, which contains the General data and where you can add a brief description (internal) of the type of group or codes that it will contain. The second tab, discount codes, is where you can add the different codes that form part of the group.
3. To register and activate a promotional code, go to the Discount codes tab and click on the "New code" button in the top right corner. A small pop-up will open where you must indicate the new code and define its limitations.
· Start Date: Indicates the exact date on which the code is activated.
· End Date: Indicates the exact date on which the code is deactivated.
· Usage: Indicates the maximum number of times a promotional code can be used.
Warning: If you do not specify a limit of uses, by default the limit of uses value will be 0 which means infinite use of the code.
Once added, by hovering over it, you can edit or delete this code by clicking on the icons that will appear on the right-hand side of the list.
You can also edit or delete one or more codes by checking the box next to the discount code name. If you select more than one code, the changes you make will apply to all the codes selected.
4. Our system allows you to upload promotional codes in bulk. To upload, you need to click on the "..." at the top right and select the option "Upload CSV".
For the codes to be imported correctly, it is necessary for the CSV to have a specific format, so you can download the template from the screen.
The template contains the following columns:
- Code
- Limits of uses
- Start date
- End date
Once the document with the promotional codes and their limitations has been completed, it can be uploaded in .CSV format on the same screen.
5. Finally, once the Collective and the promotional code have been created, it is necessary to associate the collective to a promotion. To do this, go to the Promotions tab within the event and you will be able to associate it in the “Limits and conditions” section.
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