ClubExpress allows you to create discount coupons for memberships, events, storefront purchases, etc. (but not donations!) These coupons can then be distributed to members and the public as appropriate, encouraging them to sign up for club or association memberships or activities for a reduced fee.
Navigate to the Control Panel > Money Tab > Admin Functions > Discount Coupons.
Setting Up Coupon Categories
Click Add Category to add a coupon category (for example, Membership Promotions).
Adding a Coupon
Click the Add Discount Coupon button to create a new coupon program.
Begin by specifying the coupon (campaign) name and category. Coupons have an activation date before which they are not yet available, and optionally, an expiration date after which they will no longer be accepted. If you leave the expiration date blank, the coupon is valid until it’s manually closed (or, for limited use coupons, all available codes have been used.)
Next, specify the value, either a percentage or a fixed dollar amount. In the Usage section, specify who can use the coupon and the type of transaction it applies to:
- Any charge (except donations.) Be careful with this one!
- New memberships only
- Renewals only
- A new membership or renewal
- Event registration
- Storefront purchase
For event registrations and storefront purchases, you also have the option to limit the coupon to a specific event or a specific item being purchased.
Next specify the Coupon Type. As noted above, there are three basic types:
- A single code that can be used unlimited times. You will specify the complete coupon code (for example, “CycleWithUs”)
- A single code that can be used a fixed number of times (for example, 50.) The system will track usage and once the limit is reached, the coupon can no longer be used. Again, you will specify the complete coupons code.
- Multiple unique codes that can each be used only once. You will specify a prefix (for example, “CYCLE”) and the number of codes to generate. The system will generate that number of unique coupon codes with that prefix and a dash (for example, “CYCLE-91774”). These codes can be retrieved on the main admin screen.
Click Save to save your new coupon, or Cancel to return without saving. If your coupon status is “Published”, it is immediately active. If the status is “Pending”, then the coupon is still being defined and will not be accepted.
If your organization uses the extra cost feature Gift Discount Coupons, you'll see an additional option under Value Type, "For Gifting". Choose this if you want the coupon to be available for members to purchase for another member.