Promotional Codes in Version 13.6+

eDirectory version 13.6 introduces a significant enhancement to promotional codes, streamlining the way site managers create and manage discounts. These valuable tools are now conveniently centralized within the Products & Plans section, offering a unified and more efficient workflow. This update eliminates the previous complexity of managing promotional codes across various areas, making it easier than ever to create, configure, and effectively apply them to achieve your promotional objectives.

In this comprehensive guide, we'll walk you through the straightforward steps to access and create promotional codes within this new, intuitive system. Whether your goal is to attract new members with enticing initial purchase incentives or to reward the loyalty of your existing members, these highly customizable discounts provide a powerful tool to achieve your specific promotional goals.

Understanding the Power of Promotional Codes:

Promotional codes are unique, site-manager-generated codes that offer users a specific discount on their purchases. These can be strategically offered to:

• Attract New Members: Entice potential new members with attractive discounts on their initial subscription purchases.
• Reward Existing Members: Show appreciation for loyal members by offering reduced costs on their subscription renewals.

Step-by-Step Guide: Creating a Promotional Code in eDirectory 13.6:

Step 1: Navigate to the Centralized Products & Plans Section:

1. Begin by logging into your site manager dashboard.
2. Locate and navigate to Settings > Products & Plans > Manage Promotional Codes.

Step 2: Initiate the Creation of a New Promotional Code:

1. Once in the "Manage Promotional Codes" area, simply click the Add Promotional Code button.

Step 3: Configure the Required Fields for Your Discount:

1. Code: Enter a unique and easily recognizable name for your promotional code. Examples include "WELCOME20" for a new member discount or "LOYALTY15" to reward existing users.
2. Type: Choose the type of discount you wish to offer. You have two options:
   • Fixed Value: Offer a specific monetary amount off the subscription price (e.g., "$10 off").
   • Percentage: Offer a discount as a percentage of the subscription price (e.g., "20% off").
3. Amount: Enter the numerical value of the discount. If you selected "Fixed Value," enter the dollar amount (or your local currency). If you selected "Percentage," enter the percentage value (without the % symbol).
4. Duration: Select how many times the promotional code can be used by each user:
   • Once: The code can be redeemed only one time per individual user account.
   • Forever: The code can be used an unlimited number of times by each user until it reaches its expiration date (if set).
5. Redeem By: Set an optional expiration date for the promotional code. After this specified date, the code will automatically become invalid and no longer redeemable. If you wish for the code to have no expiration date, you can leave this field blank.
6. Plans: Determine which subscription plans the promotional code will be applicable to.
   • Leave this field blank if you want the code to be valid for all available subscription plans.
   • Enable the Apply for Specific Plans option to restrict the code's usage to only a select group of plans. If you activate this option, you will then be able to choose the specific plans to which the code will apply.

Step 4: Activate Your Promotional Code by Saving Changes:

1. Once you have carefully configured all the necessary fields according to your desired discount parameters, click the Save button to activate your new promotional code.

Seamless Application of Promotional Codes:

Once your promotional codes are generated and active, they can be effortlessly applied by users during the website checkout process. Users simply need to enter the valid code into the designated field at checkout, and the associated discount will be instantly applied to their subscription purchase. This streamlined process not only enhances the overall purchasing experience for your users but also acts as a powerful incentive for conversions, making promotional codes a valuable asset in your marketing and sales strategies.

Conclusion

By centralizing the management of promotional codes within the intuitive Products & Plans section, eDirectory version 13.6 delivers a more streamlined and efficient process for site managers. This simplification empowers you to dedicate more focus to your core objectives: effectively growing your user base and fostering the loyalty of your valued members through strategic and easily managed discounts.