Introduction



Promotional codes have undergone a significant update in eDirectory version 13.6, simplifying the way site managers create and manage discounts. These codes are now centralized in the Products & Plans section, providing a unified and efficient workflow. This change eliminates the need to manage promotional codes across multiple areas, making it easier than ever to create, configure, and apply them effectively.

In this guide, we’ll walk you through the steps to access and create promotional codes in the new system. Whether you're looking to attract new members or reward loyal ones, these customizable discounts are a powerful tool to achieve your promotional goals.


What Are Promotional Codes?


Promotional codes are site-manager-generated codes that provide discounts to users. These can be offered to:

  • Attract new members with enticing initial purchase discounts.
  • Reward existing members by reducing renewal costs.
Note: Starting with version 13.6, promotional codes are only applied to plan subscriptions. They can no longer be tied to individual products, aligning with the streamlined functionality introduced in this update. Additionally, the package options have been discontinued in this latest version, since it is possible to create subscription plans by default now. To learn more about how the subscription plans work, please, check out this article: Products and Plans for New Clients


How to Create a Promotional Code in eDirectory 13.6


Step 1: Navigate to the Products & Plans Section

  1. Log in to your site manager dashboard.
  2. Go to Settings > Products & Plans > Manage Promotional Codes. 

Step 2: Add a New Promotional Code

  1. Click the Add Promotional Code button. 

Step 3: Fill Out the Required Fields

  • Code: Enter a name for your promotional code (e.g., “WELCOME20” or “LOYALTY15”).
  • Type: Choose the discount type—either a Fixed Value (e.g., $10 off) or a Percentage (e.g., 20% off).
  • Amount: Enter the value of the discount (either the fixed amount or percentage).
  • Duration:Select the duration of the code's usability.
    • Once: The code can only be redeemed once per user.
    • Forever: The code can be used an unlimited number of times until it expires.
  • Redeem By: Set an expiration date for the promotional code. After this date, the code will no longer be valid.
  • Plans: Assign the code to specific plans, or leave it blank to make it available for all plans.
  • Apply for Specific Plans: Activate this option to restrict the code's use to selected plans only.

Step 4: Save Changes
Once all fields are configured, click Save to activate the promotional code.

Applying Promotional Codes


Once generated, promotional codes can be seamlessly applied during the checkout process. Users simply enter the code at checkout, instantly redeeming the associated discount. This not only enhances the purchasing experience but also incentivizes conversions, making it a valuable feature for your marketing efforts.

Conclusion


By centralizing promotional code management, eDirectory version 13.6 ensures a more streamlined and intuitive process, empowering site managers to focus on what matters most: growing their user base and retaining loyal members.