Promotion Codes - Memberships – Encompass Support Center

Promotion Codes are configurable, admin-defined codes that control the visibility and price of a specific membership level. You can configure a single promo code to use with multiple membership levels in multiple membership campaigns. A membership level can have multiple promo codes assigned to it.

A promotion code can alter the behavior of a membership level:

A promo code can alter the price associated with a membership level.
- The use of a promo code causes the cost of the membership level to change on the membership form.
A membership level is only present when you use a specific promo code.
- Selecting the Promo Code is Required for Level to be Visible option on a promo code changes the membership level to make it hidden by default and visible only when you use the promo code.

A membership level can set one or both of these promo code options, or you can use the promo code for tracking purposes only.

TABLE OF CONTENTS

Promo Code Parameters
Configure Promotion Codes (Promo Codes)
Configure Promotion Codes – Tracking Only
Edit a Promotion Code
Delete a Promotion Code
Pre-populating the promo code for users

Promo Code Parameters

You can activate Promo codes and configure them after at least one membership level has been configured.
Promo codes can be alpha-numeric.
You can use special characters in promo codes.
Promo codes have a limit of 10 characters.
Promo codes can be many-to-many.
- You can configure a single promo code and use it with multiple membership levels in multiple membership campaigns.
- A membership level can have multiple promo codes assigned to it.
If you have configured one promo code to make the membership level visible based on a promo code, in that case, all additional promo codes by default get configured to the visibility of the membership level tied to the additional promo code.
After configuration, promo codes get displayed in an admin grid. Promo codes can be deleted and edited in the admin grid.

Configure Promotion Codes (Promo Codes)

Enter the Promotion Code in the space provided. This code is what users will enter on the membership campaign form to see the promotional price/level. There is a ten (10) character limit on the promotion code. Promo codes can be alpha-numeric. Special characters can be used in promo codes.
Click the Add New Promotion Code button.
From the dropdown, select the Membership Level that you would like the promo code to apply to. Promo codes can be assigned to multiple membership levels within a membership campaign. Also, multiple promo codes can be added to a level.
- Promo Code is Required for Level to be Visible: Check this box to require users to enter the promo code to make the membership level visible. This option makes the membership level hidden by default and visible only when the promo code is used.
  - If this option is not checked, the use of a promo code will cause the price of the membership level to change on the membership form.
Discount Amount: Enter the dollar/other currency amount of the discount in the text box. This amount will be deducted from the regular membership price for the selected membership level when the promo code is entered. (Percentage off discounts are not supported.)
Click Add.
Click Done.
Add as many promo codes as needed. Click Close.

NOTE: Membership auto-renewals will not be allowed when the effective price of the membership is reduced to zero by the promo code since no credit card information would be collected to be available for the subsequent auto-renewal. It is recommended that the promo code be set to charge the member a nominal amount, such as $1, so the credit card information can be collected and subsequent renewals would be charged at the full amount.

Configure Promotion Codes – Tracking Only

Promotion Codes used for tracking purposes only allow you to track the user without discounting the price of the membership.

Enter Promotion Code. This code is what users will enter on the membership campaign form in order to see the promotional price/level. There is a ten (10) character limit on the promotion code. Promo codes can be alpha-numeric. Special characters can be used in promo codes.
Click Add New Promotion Code.
From the dropdown, select the Membership Level that you would like the promo code to apply to. Promo codes can be assigned to multiple membership levels within a membership campaign. Also, multiple promo codes can be added to a level.
- Promo Code is Required for Level to be Visible: Check this box to require users to enter the promo code to make the membership level visible. This option makes the membership level hidden by default and visible only when the promo code is used.
Discount Amount: Leave the amount as 0.0.
Click Done. (Do not click Add.)
Add as many promo codes as needed. Click Close.

Edit a Promotion Code

You can not change Promotion Code name, visibility or discount once they are created. If you want to change these, you need to delete them and recreate them with the desired changes.

Click the beside the promo code.
From the drop-down, select the Membership Level that you would like the promo code to apply to.
- Promo Code is Required for Level to be Visible: Check this box to require users to enter the promo code to make the membership level visible. This option makes the membership level hidden by default and visible only when the promo code is used.
  - If this option is not checked, the use of a promo code will cause the price of the membership level to change on the membership form.
Discount Amount: Enter the dollar/other currency amount of the discount in the text box. This amount will be deducted from the regular membership price for the selected membership level when the promo code is entered. (Percentage off discounts are not supported.)
Click Add.
Click Done.