Promotions - Revision history

PeterM: /* How to create a new promotion */

2023-08-15T13:41:59Z

‎How to create a new promotion

John: /* Prerequisites */

2022-08-26T10:13:21Z

‎Prerequisites

John: /* Prerequisites */

2022-08-12T10:08:55Z

‎Prerequisites

James.white: /* Services With Metric Billing Enabled */

2022-05-19T13:16:45Z

‎Services With Metric Billing Enabled

James.white: /* Notes */

2022-05-19T13:15:18Z

‎Notes

SarahK at 17:56, 28 April 2022

2022-04-28T17:56:59Z

SarahK at 21:33, 14 April 2022

2022-04-14T21:33:16Z

SarahK at 22:28, 1 March 2022

2022-03-01T22:28:44Z

SarahK at 19:57, 7 February 2022

2022-02-07T19:57:57Z

SarahK at 13:12, 4 November 2021

2021-11-04T13:12:24Z

@@ Line 47: / Line 47: @@
 # In the admin notes section, add information that admins may need about the promotion.
-The promotion code changes the '''First Payment Amount''' when a customer or administrator uses the code while ordering. It does not change the '''Recurring Amount'''. If it did automatically update the recurring amount, this would prevent administrators from being able to manually update the recurring amount value when a promotion code was in use.
+The promotional code changes the '''First Payment Amount''' when a customer or administrator uses the code when ordering. For recurring promotions, the code will also change the '''Recurring Amount'''. The system will set the '''Recurring Amount''' to the final amount to bill the client after taking the promotion into consideration. For promotional codes that recur for a set number of billing cycles, the '''Recurring Amount''' will automatically revert to the full price after that time.
 ==Limiting Usage==

@@ Line 63: / Line 63: @@
 ==Prerequisites==
-By selecting products from '''Requires''', you can stipulate which products or services the client must also have in their shopping cart before applying the discount. This can be used to offer "buy x get y half price" style promotions.
+By selecting products from '''Requires''', you can stipulate which products or services the client must also have in their shopping cart before applying the discount. You can use this to offer "buy x get y half price" promotions.
-'''Also allow existing products in account to qualify for promotion''' allows the system to include Active products that the client already owns in the promotion criteria.
+'''Also allow existing products in account to qualify for promotion''' allows the system to include active products that the client already owns in the promotion criteria.
-For example, if the client already owns product x with an Active service status, they would be able to use the promotion code when ordering product y. If you disable this option, the client would need to order both products x and y at the same time to qualify.
+For example, if the client already owns product x with an '''Active''' service status, they would be able to use the promotion code when ordering product y. If you disable this option, the client would need to order both products x and y at the same time to qualify.
 ==Upgrades/Downgrades==

@@ Line 65: / Line 65: @@
 By selecting products from '''Requires''', you can stipulate which products or services the client must also have in their shopping cart before applying the discount. This can be used to offer "buy x get y half price" style promotions.
-'''Also allow existing products in account to qualify for promotion''' allows the system to include products that the client already owns in the promotion criteria.
+'''Also allow existing products in account to qualify for promotion''' allows the system to include Active products that the client already owns in the promotion criteria.
-For example, if the client already owns product x, they would be able to use the promotion code when ordering product y. If you disable this option, the client would need to order both products x and y at the same time to qualify.
+For example, if the client already owns product x with an Active service status, they would be able to use the promotion code when ordering product y. If you disable this option, the client would need to order both products x and y at the same time to qualify.
 ==Upgrades/Downgrades==

← Older revision		Revision as of 13:16, 19 May 2022
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	When the system applies a recurring promotion or discount to a product or service for which metric billing enabled, '''only''' the cost of the base product will be eligible for the discount.		When the system applies a recurring promotion or discount to a product or service for which metric billing enabled, '''only''' the cost of the base product will be eligible for the discount.

−	Any ~~Usage~~ (metric) charge that the ~~Recurring~~ invoice includes '''will not''' receive the promotion or discount.	+	Any usage (metric) charge that the recurring invoice includes '''will not''' receive the promotion or discount.

← Older revision		Revision as of 13:15, 19 May 2022
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	Use of this feature requires that the Administrator User have both '''Use Any Promotion Code on Order''' and '''Create/Edit Promotions''' as permissions. For more about permissions, see [[Administrators_and_Permissions\|Administrators and Permissions]].		Use of this feature requires that the Administrator User have both '''Use Any Promotion Code on Order''' and '''Create/Edit Promotions''' as permissions. For more about permissions, see [[Administrators_and_Permissions\|Administrators and Permissions]].
		+
		+	=== Services With Metric Billing Enabled ===
		+
		+	When the system applies a recurring promotion or discount to a product or service for which metric billing enabled, '''only''' the cost of the base product will be eligible for the discount.
		+
		+	Any Usage (metric) charge that the Recurring invoice includes '''will not''' receive the promotion or discount.

@@ Line 1: / Line 1: @@
 Promotions can offer discounts on your products and services, product addons, and domains.
-You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Promotions'''.
+You can access this feature at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Promotions''' or, prior to WHMCS 8.0, '''Setup > Payments > Promotions'''
 For information on setting up commonly-used promotions, see [[Common Promotions]].
@@ Line 25: / Line 25: @@
 To create a new promotion:
-#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payments > Promotions'''.
+# Click '''Add New''' at the top of the page.
-#Click '''Add New''' at the top of the page.
+# Enter a promotion code. This is the code that customers will need to enter on the order form to receive the discount.
-#Enter a promotion code. This is the code that customers will need to enter on the order form to receive the discount.
+# Choose one of the four promotion types:
-#Choose one of the four promotion types:
+#* Percentage — Discount by a percentage of the original price.
-#*Percentage — Discounts by a percentage of the original price.
+#* Fixed Amount — Discount a specified amount from the original price.
-#*Fixed Amount — Discount a specified amount from the original price.
+#* Price Override — Changes the product price to this value. Use this to offer a consistent discount across multiple billing cycles.
-#*Price Override — Changes the product price to this value. Useful for offering a consistent discount across multiple billing cycles.
+#* Free Setup — Discount any setup fee from the original price.
-#*Free Setup — Discounts any setup fee from the original price.
+# To have the discount only apply to the first invoice, do not check '''Recurring'''.
-#To have the discount only apply to the first invoice, leave '''Recurring''' unchecked. When you check this, the discount will apply to renewal invoices. Set '''Recur For''' to <tt>0</tt> for all future renewals to discount, or enter a different number to specify how many cycles the discount lasts for. This is in addition to the initial invoice for the product. If you wish to provide a discount 6 times, enter 5 in the recurring box'''.
+#* When you check this, the discount will apply to renewal invoices.
-#For '''Value''', enter the amount of the discount in positive numbers (up to 2 decimals) only.
+#* Set '''Recur For''' to <tt>0</tt> for all future renewals to discount, or enter a different number to specify how many cycles the discount lasts for. This is in addition to the initial invoice for the product. If you wish to provide a discount 6 times, enter <tt>5</tt> in the recurring box.
-#Select the products, addons, and domain TLDs that the promotion applies to and what billing cycles or registration periods the discount requires. These should match those of your products. Your can <tt>Ctrl+click</tt> to select multiple entries.
+# For '''Value''', enter the amount of the discount in positive numbers (up to 2 decimals) only.
-#Optionally, set the start and expiration dates. If you use these settings, the coupon will only start working after the start date and will stop working at expiration. You can use one option or both to achieve the desired effect.
+# Select the products, addons, and domain TLDs that the promotion applies to and what billing cycles or registration periods the discount requires. These should match those of your products. Your can press <tt>Ctrl+click</tt> to select multiple entries.
-#The final checkboxes allow you to specify who can use the promotion:
+# Optionally, set the start and expiration dates. If you use one or both of these settings, the coupon will only start working after the start date and will stop working at expiration.
-#*Apply Once — If the client orders multiple qualifying products, the system only applies the discount once.
+# Use the following checkboxes to specify who can use the promotion:
-#*New Signups — Only new clients can use the promotion.
+#* Apply Once — If the client orders multiple qualifying products, the system only applies the discount once.
-#*Apply Once / Client — If a client has an existing active order that uses this promotion, they will not be able to use the code a second time.
+#* New Signups — Only new clients can use the promotion.
-#*Lifetime Promotion — Client will retain this discount even if they upgrade or downgrade their service in future, regardless of settings such as maximum uses, expiry date, etc.
+#* Apply Once / Client — If a client has an existing active order that uses this promotion, they will not be able to use the code a second time.
-#*Existing Client — Only existing clients with one or more active orders can use the promotion.
+#* Lifetime Promotion — Client will retain this discount even if they upgrade or downgrade their service in future, regardless of settings such as maximum uses or expiration date.
-#*Enable for product upgrades – Refer to [[#Upgrades/Downgrades|Upgrades/Downgrades]] below.
+#* Existing Client — Only existing clients with one or more active orders can use the promotion.
-#In the admin notes section, add information pertinent to the promotion.
+#* Enable for product upgrades – See [[#Upgrades/Downgrades|Upgrades/Downgrades]] below.
 The promotion code changes the '''First Payment Amount''' when a customer or administrator uses the code while ordering. It does not change the '''Recurring Amount'''. If it did automatically update the recurring amount, this would prevent administrators from being able to manually update the recurring amount value when a promotion code was in use.
@@ Line 52: / Line 53: @@
 ==Limiting Usage==
-With WHMCS, you can set the maximum number of times to honor a promotion. To do this:
+You can set the maximum number of times to honor a promotion. To do this:
-#Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payments > Promotions'''.
+# Locate the promotion you want to limit the usage of and click the edit icon next to it.
-#Locate the promotion you want to limit the usage of and click the edit icon next to it.
+# For '''Maximum Uses''', enter the number of uses that you want to allow.
-#For '''Maximum Uses''', enter the number of uses that you want to allow (the number of times that customers have used the promotion will display below the field).
+#* The number of times that customers have used the promotion will display below this setting.
-#For unlimited uses, enter the value zero.
+#* For unlimited uses, enter <tt>0</tt>.
-#Click '''Save Changes'''.
+# Click '''Save Changes'''.
 ==Prerequisites==
@@ Line 80: / Line 81: @@
 Use '''Applies To''' to select which products to apply the promotional code to. The client will receive the discount when upgrading to this product.
-For upgrades and downgrades, use '''Requires''' slightly differently. It restricts which products clients can upgrade. For example, they can upgrade from product y (selected) to this product and receive a discount, but not upgrade from product x (not selected) and receive a discount.
+For upgrades and downgrades, use '''Requires''' slightly differently. It restricts which products clients can upgrade. For example, they can upgrade from a selected product to this product and receive a discount, but not upgrade from an unselected product and receive a discount.
 ===Configurable Options===
@@ Line 101: / Line 102: @@
 ==Management==
-When you create a promotion, you can specify an expiry date. If you want the promotion code to become invalid before this date, click '''Expire Now''' at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payments > Promotions'''.
 You can create a copy of any promotion by clicking '''Duplicate Promotion'''. This is particularly useful for quickly running a successful promotion again or providing a personalised promo code to a client.
@@ Line 115: / Line 117: @@
 Due to this behavior, it is important to update '''Recurring Amount''' so that it reflects the amount you want the customer to pay after applying the promotion code. You can do this in one of two ways:
-# Manually calculate the amount that you would like the customer to pay after the discount and enter it in '''Recurring Amount'''. Then, click '''Save Changes'''.
+* Manually calculate the amount that you would like the customer to pay after the discount and enter it in '''Recurring Amount'''. Then, click '''Save Changes'''.
-# Select '''Auto Recalculate on Save''', and then click '''Save Changes'''. This option will have WHMCS take the current pricing for the product or service, apply the discount from the selected promotion code, and then set '''Recurring Amount''' for that value.
+* Select '''Auto Recalculate on Save''', and then click '''Save Changes'''. This option will have WHMCS take the current pricing for the product or service, apply the discount from the selected promotion code, and then set '''Recurring Amount''' for that value.
 For client services with a promotion code, WHMCS alters how it generates the service’s invoice items for renewal invoices.
@@ Line 140: / Line 142: @@
 ==Notes==
 ===Limited Recurring Promotions===
 The system counts the number of recurrences for a Limited Recurring promotion (which are configured using the '''Recur For x Times''' setting) by looking at the invoice line items for the service. By looking at the number of invoice line items for a service, WHMCS makes a determination for how many times it has applied the promotional discount.

← Older revision		Revision as of 22:28, 1 March 2022
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−	Promotions can offer discounts on your products and services, product addons, and domains. To create a promotion code, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Promotions'''.	+	Promotions can offer discounts on your products and services, product addons, and domains.
		+
		+	To create a promotion code, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Promotions'''.

	For information on setting up commonly-used promotions, see [[Common Promotions]].		For information on setting up commonly-used promotions, see [[Common Promotions]].

@@ Line 1: / Line 1: @@
-Promotions can offer discounts on your products and services, product addons, and domains. To create a promotion code, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payments > Promotions'''.
+Promotions can offer discounts on your products and services, product addons, and domains. To create a promotion code, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Promotions'''.
-See also [[Common Promotions]].
+For information on setting up commonly-used promotions, see [[Common Promotions]].
 ==Types of promotions that can be offered==

← Older revision		Revision as of 13:12, 4 November 2021
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−	~~https://docs.whmcs.com/Promotions~~
−
	Promotions can offer discounts on your products and services, product addons, and domains. To create a promotion code, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payments > Promotions'''.		Promotions can offer discounts on your products and services, product addons, and domains. To create a promotion code, navigate to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > Payments > Promotions'''.