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Promotions
Posted by Chris W. on 06 July 2008 10:46 PM
Promotions can be setup to offer discounts on your Products & Services. Discounts cannot currently be offered on Product Addons or Domains

Types of promotions that can be offered

  • One Time Discounts
  • Recurring Discounts
  • Monetary Discounts (eg. $5 Off)
  • Percentage Discounts (eg. 20% Off)

How to create a new promotion

  1. Begin by going to Configuration > Promotions
  2. Click the Add New link at the top of the page
  3. You must enter a promotion code - this is the code that customers will need to enter on the order form to receive the discount
  4. You can then choose the promotion type (One Time or Recurring), Discount Method (Percentage or Money Value) and Value (amount of the discount - number only)
  5. Applies to defaults to Any Payment Term - you may select a payment term from the dropdown to limit the coupon to only apply to the selected term, for example you might want to offer 20% when the user pays Annually
  6. The expiration date field is optional - if filled out, the coupon will stop working on the day chosen
  7. The final section of the add new promotion page is where you choose what products and services the promotion applies to. It can apply to any number of products and services.

Limiting Usage

With WHMCS, you can set the maximum number of times a promotion can be used. You do this as follows:

  1. Go to Configuration > Promotions
  2. Locate the promotion you want to limit the usage of and click the edit icon next to it
  3. In the Maximum Uses field, enter the number of uses that you want to allow (the number of times that the promotion has already been used will be shown below the field)
  4. For unlimited uses, enter the value zero
  5. Once complete, simply click the Save Changes button

Promotion Links

You can give links out to users that will automatically apply a certain promotion code to their order if it applies. To do that, simply use a link like the one below:

cart.php?promocode=TEST OR cart.php?a=add&pid=1&promocode=TEST

Both of the above will apply the promotion code "TEST" to the order. With the first link, the user can choose the package they want and with the second they are taken straight to step 2 of the order process with product id 1 selected.



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