Create a Discount

The discount you create will be available in the applications that you select so that it can be selected when configuring a product or eCommerce store.

To create a new discount:

1. Go to Fundraising > eCommerce.

2. Click the Discounts tab.

3. Click Create a new discount.

4. On the page that opens, update the following fields:

   • Name - Enter a label that can help administrators identify the discount in this list. This name will not be visible to constituents.

   • Description - Enter a phrase or statement to provide additional information about the purpose of the discount.

   • Security Category - Choose an option from the drop-down list to determine the administrators who can view or modify the discount.

5. Click Next. The Amount page displays.

6. On the Amount page, for Choose how the discount will be applied:

   •  Leave Percentage selected to configure this discount as a percentage of the total transaction.

     --OR--

   •  Select Fixed to set a fixed amount.

7. For How do you want to calculate the amount for this discount:

   • Leave Flat discount selected to apply the same amount across the board, and in the Amount field, enter the monetary amount or transaction percentage. Enter only the numbers without a currency or percentage symbol (for example, 10.50 or 2).

     --OR--

   • Select Tiered discount to set different amounts at different transaction levels. The system displays an option for you to enter the tiers and amount for tiered discount table:

     1. In the first From Amount table cell, enter 0.

     2. In the first To Amount table cell, enter the monetary amount or transaction percentage at which the first tier ends.

     3. In the first Discount Amount table cell, enter the monetary amount or transaction percentage of this tier.

     4. In each successive From Amount, To Amount, and Discount Amount table cells, set up each tier.

        Note: Leave the final To Amount cell empty to indicate the upper limit. Successive tiers must be contiguous.

8. Click Next.

9. On the Options page, for Limit the total number of discounts:

   • Leave the checkbox unchecked if you want every eligible constituent to receive the discount.

     --OR--

   • Select the checkbox and enter the number of discounts available in the field below it.

10. Select Next.

11. On the Eligibility page:

    • Discount Code, optionally enter a word or a letter/number combination. This must be a unique value. You can't re-use old codes, even if the discount associated with an earlier code was deleted.

      Note: If you don't set a code, people aren't required to enter a code to get the discount. You must enter a code to allow the discount to be used only one time by each constituent.

      Note: Important - When a constituent uses this code, it overrides other discounts available for an item.

    • One time discount:

      • Leave the checkbox unchecked to let a constituent use the code over and over again.

        --OR--

      • Select the checkbox to allow a constituent to use this code only one time. If you make this a one time discount, you must provide a code.

    • Discount groups, optionally check one or more groups and then click the Add Checked Groups button. The system adds the group(s) to the Selected Groups list.

      Note: Important: If no groups are selected, the discount is available to all site visitors.

12. Select Next. The Application Selection page displays.

13. To optionally associate the discount with an application:

    Note: You do not have to associate this discount with an application at this time. You can configure or edit an item (such as an eCommerce product or store) to associate it with this discount. Only applications that support the type of discount you are configuring will display.

    • Select Configure from the Action column of the application for which you want to make the discount available. The system displays the application’s list page (for example, the Products list or the Stores list).

    • Select an item from the All Selections list and click Add. The item moves into the Your Selections list. Repeat this step for each item to which you want to make the discount available at this time.

    • Select Finish. The selection list page closes and the Application Selection page again displays.

    Tip: Repeat this step to make this discount available to more than one application.

14. Select Next.

15. On the Approval page:

    • Choose an activation date for this discount:

      • Leave the checkbox unselected to make the discount available immediately.

        --OR--

      • Select the checkbox, then select the date and time for when the discount will be available.

    • Choose an expiration date for this discount:

      • Leave the checkbox unselected to make the discount available indefinitely.

        --OR--

      • Select the checkbox, then select the date and time for when the discount will no longer be available.

    • For approval of the discount, if you are:

      • Not ready to approve this discount or make it active yet, select Finish. The discount displays in the Discounts list page with a Status of Not Approved.

        --OR--

      • Ready to make this discount available:

        • Select Approve to create the discount and change the button label to Unapprove.

        • Select Finish. The discount displays in the Discounts list page with Status of Active.

      Note: Later, you can approve the discount from the Discounts list page or return to this page and set activation dates before you approve it.