Update a Discount

You can update existing discounts.

To change the name, description, or security category of a discount:

1. Go to Fundraising > eCommerce.

2. Click the Discounts tab.

3. Click Edit from the Action column of the discount.

4. To change the name, click into the Name field and enter your changes.

5. To change the description, click into the Description field and enter your changes.

6. Click the Security Category drop-down list and select the appropriate option to specify the administrator group that can work with it.

7. Click Save.

8. 7. Click Cancel to return to the Discounts list page.

Change the Application Method (Percentage vs Fixed)

You can change the method used to apply the discount from a percentage of the transaction to a fixed amount, or vice versa.

To change the application method of a discount:

1. Go to Fundraising > eCommerce.

2. Click the Discounts tab.

3. Click Edit from the Action column of the discount.

4. On the left, click the Amount step.

5. Choose either the Percentage or Fixed option.

6. Click Save.

7. Click Cancel to return to the Discounts list page.

Change the Calculation Method (Flat vs Tiered)

You can change the method used to calculate the discount from flat to tiered, or vice versa. You cannot, however, change to a tiered discount structure for an application that does not support tiered discounts.

To change the calculation method of a discount:

1. Go to Fundraising > eCommerce.

2. Click the Discounts tab.

3. Click Edit from the Action column of the discount.

4. On the left, click the Amount step.

   To change from a:

   • Flat discount to a tiered discount so that you set different amounts for different transaction levels:

     1. Select Tiered.

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

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

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

     5. Click into each successive From Amount, To Amount, and Discount Amount table cell to set up each tier.

        Note: Leave the final To Amount cell empty to indicate the upper limit.

   --OR--

   • Tiered discount model to a flat fee across the board:

     1. Select Flat.

     2. 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).

5. Click Save.

6. Click Cancel to return to the Discounts list page.

Assign or Change Tier Amounts

You can change the amounts in your tiers if you have specified a tiered discount model.

To change the tier amounts:

1. Go to Fundraising > eCommerce.

2. Click the Discounts tab.

3. Click Edit from the Action column of the discount.

4. On the left, click the Amount step.

5. In the Enter the tiers and amount for tiered discount table, click into the cell of the first tier amount you want to change and enter your changes. Repeat for each level.

   Notes:

   (a) You do not need to enter monetary or percentage symbols -- just numbers.

   (b) Remember to leave the upper limit blank.

6. Click Save.

7. Click Cancel to return to the Discounts list page.

Assign or Change the Flat Amount Applied

You can change the flat amount being applied as a discount.

To change the flat amount:

1. Go to Fundraising > eCommerce.

2. Click the Discounts tab.

3. Click Edit from the Action column of the discount.

4. On the left, click the Amount step.

5. In the Enter the discount amount field, enter the new flat amount.

   Notes:

   (a) You do not need to enter monetary or percentage symbols -- just numbers.

   (b) You can use a decimal point.

6. Click Save.

7. Click Cancel to return to the Discounts list page.

Assign or Change the Number of Discounts Available

You can limit the number of these discounts that are available for use, change the specified number, or remove the limit completely.

To change the number of discounts available:

1. Go to Fundraising > eCommerce.

2. Click the Discounts tab.

3. Click Edit from the Action column of the discount.

4. On the left, click the Options step.

5. To:

   • Set a limit on the number of discounts available, click the Limit total number checkbox and enter the available number in the Enter number of discounts field.

   • Or, change the number of discounts available, click into the Enter number of discounts field and enter the new number.

   • Or, remove the limit entirely, click the Limit total number checkbox.

   Note: To make this discount available to a constituent for one-time use only, select the Eligibility step on the left, then select One time discount.

6. Click Save.

7. Click Cancel to return to the Discounts list page.

Assign or Change the Discount Code

You can change or assign a code to your discount that constituents must use in order to get the discount.

To change the discount code or assign one:

1. Go to Fundraising > eCommerce.

2. Click the Discounts tab.

3. Click Edit from the Action column of the discount.

4. On the left, click the Eligibility step.

5. Click into the Enter a discount code field and enter the new code, which can be a word or combination of letters and numbers.

6. Click Save.

7. Click Cancel to return to the Discounts list page.

Assign or Change Eligible User Groups for the Discount

You can change or assign groups that are eligible to use the discount to determine who can get it for their transaction.

To change the eligible groups or assign them:

1. Go to Fundraising > eCommerce.

2. Click the Discounts tab.

3. Click Edit from the Action column of the discount.

4. On the left, click the Eligibility step.

5. To:

   • Remove a group, click the Remove action beside the Selected Group.

     Note: Removing all groups makes all site visitors eligible for the discount.

     --OR--

   • Add a group, click the checkbox beside the name of the group in the group list at the bottom of the page, then click Add Checked Groups.

6. Click Save.

7. Click Cancel to return to the Discounts list page.

Assign or Change Application Item Associations

You can change the application items for which this discount is available or add new ones. You cannot assign a discount to a store if it is associated with a product already, or to a product in a store that already has a discount for the item configured.

To change the applications to which this discount is available or add new ones:

1. Go to Fundraising > eCommerce.

2. Click the Discounts tab.

3. Click Edit from the Action column of the discount.

4. On the left, click the Eligibility step.

5. To:

   • Associate the discount with an application item:

     1. Click Configure from the Action column of the application for which you want to make the discount available.

     2. Click an item from the All Selections list and click Add. The system moves the item into the Your Selections list. Repeat this step for each item for which you want to make the discount available.

     3. Click Finish. The system closes the selection list page and displays the Application Selection page again.

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

     --OR--

   • Remove the association with an application or application item:

     1. Click Configure from the Action column of the application for which the discount is available.

     2. Click an item from the All Selections list and click Remove. The system moves the item back into the All Selections list. Repeat this step for each item for which you want to remove the association.

     3. Click Finish. The system closes the selection list page and displays the Application Selection page again.

6. Click Save.

7. Click Cancel to return to the Discounts list page.

Assign or Change Activation or Expiration dates

You can add or change the activation and expiration dates for a discount, or remove them completely.

To work with the activation and expiration dates of a discount:

1. Go to Fundraising > eCommerce.

2. Click the Discounts tab.

3. Click Edit from the Action column of the discount.

4. On the left, click the Approve step.

5. To work with the activation date that specifies when the discount will be available, to:

   • Set the activation date, click the Choose an activation date for this discount checkbox and then click the date and time drop-down lists to set the date when the discount will be available.

   • Change the activation date listed, click the date and time drop-down lists to set the date when the discount will be available.

   • Remove the activation date completely, click the Choose an activation date for this discount checkbox. The system removes the checkmark and makes the discount available from the time it is active until you manually deactivate it.

6. To work with the expiration date that specifies when the discount will no longer be available, to:

   • Set the expiration date, click the Choose an expiration date for this discount checkbox and then click the date and time drop-down lists to set the date when the discount will no longer be available.

   • Change the expiration date listed, click the date and time drop-down lists to set the date when the discount will no longer be available.

   • Remove the expiration date completely, click the Choose an expiration date for this discount checkbox. The system removes the checkmark and makes the discount available until you manually deactivate it.

7. Click Save.

8. Click Finish to return to the Discounts list page.