Discount Codes

For any form, section, or individual payment item, you can create a custom code that will apply a discount to the price.

Discount Code Behavior and Application

Discount Codes can only be applied to fixed price items, and not open amount items.
Discount types are: percentage (i.e. 25%), relative amount (i.e.-$25), or absolute amount (i.e. price = $25).
They can be applied at the Form, Section, and Item Levels.
- Form Level effect the total amount to paid through the form.
- Section Level effects the total amount of the section.
- Item Level effect the price of a single Payment item.
A "Discount Code Field" must be added to the form where the code will be input.
At the Form and Section levels, there is a setting labeled "Apply discount to individual sections/items?" Turning this setting on allows relative discounts to be applied to each section or item in the section that meets the discount code minimum amount.
- For example, with the setting applied at the form level, a relative discount of -$10 will be applied to each section with a total price of $10 or more; with the box unchecked the relative discount would only be applied once to the form total.
- This setting is only relevant for relative discounts and does not affect an absolute or percent discount.

A form level discount code must be entered into a Form Discount Section field.

1: In the form editor, navigate to the sections list. Click to add a new section.
2: From the 'Section Type' drop down list, select Form Discount Group. Click the 'Apply Changes and Preview" button.
3: Click '< Back' at the top of the editing screen to navigate back to the sections list. Select the new Form Discount section you added.
4: Click the green "+ Add Item"
5: From the 'Item Type" Drop Down List, select 'Discount Code." Enter an item description for your field.
6: Click 'Apply Changes and Preview' to save your new discount field.

Discount fields added as an item within a normal payment section are where discount codes for sections and items are entered.

1: In the form editor, navigate to the sections list. Select the section where you wish to add the discount code field.
2: In the payment items list, click 'Add Item.'
3: From the 'Item Type" Drop Down List, select 'Discount Code." Enter an item description for your field.
4: Click 'Apply Changes and Preview' to save your new discount field.

1: In the form editor, navigate to the object (form settings, section properties, or payment item) where you wish to add the discount code.
2: Scroll to the bottom of the editing panel to the section titled 'Discount Codes' and click the green '+New Discount Code.'
3: Enter the desired code (it can be anything you like) and the effect type and amount of the discount. You may also specify details for the other optional fields, such as start/end dates, minimum amount, or maximum uses.
4: Click the 'Apply Changes and Preview' button to save your new discount code.

Once you've added a discount code, it is added to your list of existing discount codes, and can be added to any of your organization's forms.

1: In the form editor, navigate to the sections list. Select the section where you wish to add the discount code.
2: Scroll to the bottom of the editing panel to the section titled 'Discount Codes' and locate the dropdown box next to the green '+ Existing Discount Code.'
3: Select the desired existing code from the drop down list. The code and all it's parameters will automatically be applied
4: Click the blue 'Apply Changes and Preview' to save your changes and continue editing, or click the green 'Save All Changes' button at the top of the editor to save and exit the Form Editor.