Simple Discounts Templates handle a wide variety of discount scenarios from early registration to staff and giveaway discount codes. Simple Discounts:
- Provide you with a manageable library of re-usable discounts
- Can be added to specific events (and exclude other events)
- Can be triggered by a code
- Can be applied or adjusted administratively at any point after registration
UltraCamp Classic
Find Simple Discount Templates by following these steps:
- Open the Settings menu
- Expand the Discount Templates section
- Click Simple Discount Templates
Creating and Editing a Simple Discount Template
To create a new Simple Discount Template or edit an existing Simple Discount Template, take the following steps:
- Click on the Create a New Discount Template button or the Edit icon to the right of an existing template
- Enter the Appropriate Basic Information
- Enter a Discount Name
- Enter a Default Amount
- Select the Default Amount Type
- Check Enabled
- Select the desired Behavior settings
- [Optional] Set discount Limits
- Click the Save Discount button
Note
Once your discount is saved you will need to schedule the discount in order to connect it to the appropriate session(s). You can learn about adding your discount to sessions here.
Watch Video: Creating Simple Discount Templates
Simple Discount Terms and Settings
Below is a detailed explanation of each setting for a simple discount:
Basic Information
Several of these settings are required. Enter optional information as desired:
- The Discount Name is required will appear to the client in several places, including the cart and reservation detail.
- [Optional] A Description will appear to the public on the Discounts page in the registration page and on the registration information page.
- [Optional] Enter a question for clients to answer in the Question Prompt.
- [Optional] If using a Question Prompt, you can also indicate a set of Pre-Determined Answers for the client to select from. Separate each answer option from the next with a comma.
- This master template can be set to be either a percentage- or a dollar amount-based discount. A Default Amount must be entered, but the exact numbers can be adjusted on a session by session basis. The type of discount (dollar or percentage) cannot be tailored per session.
- [Optional] Select an Allocation Account from the dropdown list for financial tracking
- Verify that the Enabled box is checked (Unchecking it will prevent the discount from being scheduled for new sessions but doesn't unschedule it or affect sessions to which this discount has already been added.)
Behavior
Select the desired discount Behavior by checking and unchecking the appropriate boxes:
- Allow the public to alter the default value of this discount lets clients choose their own discount amount during registration (although your default amount will show in the text field).
- The If value is a percentage, recalculate value if modifications to the reservation are made setting determines whether the original discount amount changes when the reservation fees are modified. This only works for percentage-based discounts.
- For group-based sessions, UltraCamp can apply this discount for each participant, so that a reservation with 3 participants would receive the discount amount multiplied by 3. This only affects group reservations and discounts that are a dollar amount.
- If the custom discount is to be publicly available for clients to select, it should be marked visible to the public in the registration process.
- If the custom discount should be visible on the administrative side of the registration process, it should be marked visible in the admin registration process.
- If you wish clients to be able to see the amount of the discount before they get to the cart page, check the box to make the value of the discount visible in the registration process.
- If you indicate that this discount should be selected by default, the client won’t need to select the discount in order to apply for it—it will be applied for automatically.
- UltraCamp can automatically approve discounts when they are applied for by a client. Otherwise, an administrator on your staff must go in and review and approve the discount.
- Choosing to display information about this discount on the session information page will cause the discount details to show along with the Session Description, dates, and other specifics.
Limits
Limits are an advanced setting and should be used with caution. They put permanent boundaries on who and how much this discount template can be redeemed for. You will be able to limit when a simple discount is open when you schedule it.
- A simple discount can be limited by an Age/Grade Restriction so it only displays for and applies to individuals falling within the specified range.
- A Maximum amount per season can be used to limit how much is given away by this discount. When this dollar amount is reached, the discount will no longer be able to be claimed.
- You can also restrict how many time this discount can be claimed by setting the Maximum claims per season.
- Setting a Distinct Code Claim Limit will set a maximum on the number of times a single discount Code can be claimed.
Discount / Coupon Codes
A discount can be claimed via a discount code or codes. A discount must be saved before you can add codes. Once added, codes will abide by the Behavior and Limits settings specified on the discount.
To add a code, take the following steps:
- Click “Add a new code.”
- In the resulting popup window, you can enter a single Code or, by checking the Add Multiple Codes box, enter several codes at once. Codes are case sensitive.
- Select the Code Type. There are four different Code Types:
- A Single Use code can be used only once in the system.
- A One per person code can be redeemed once for each individual who uses the code.
- A One per account code can only be redeemed once in any given account.
- A Multiple Use code can be redeemed once for each reservation, regardless of the number of reservations or individuals using the code.
- [Optional] Enter a Maximum Total Value to set an upper limit for the total amount of money which can be given away by the discount code. Once this limit is reached, codes will no longer be redeemable.
- [Optional] Enter a Maximum Number of Claims to limit the number of times this code can be redeemed. Once this limit is reached, the code will no longer be redeemable.
- Click Save Discount Code to add the code.
Added Codes are immediately functional and can be redeemed on the cart page by clients prior to checkout.
Discount code restrictions count across seasons and therefore can affect and restrict the redemption of a discount in subsequent seasons. In other words, a Single Use code could only be used once ever in the system. For this reason, it is typically recommended that old codes be deleted from the template to avoid confusion.
Example Simple Discounts
Since simple discounts cover a variety of scenarios, here are some example discounts and their settings:
Early Registration Discount
This discount automatically give clients a discount if they register prior to a certain date (which is set when the discount is added to a session).
- Discount Name: Early Registration Discount
- Description: Sign up early to receive $50 off your registration!
- Default Value: 50 Dollars
- Enabled: Checked
- This discount should be visible to the public in the registration process: Checked
- This discount should be selected by default: Checked
- Automatically approve discounts when they are applied for: Checked
- Display information about this discount on the session information page: Checked
Worthy Camper Scholarship Discount
With the following setup, a client applies for a 10% discount which is then reviewed and either approved and denied by an administrator. The applicant will be allowed to check out at the discounted price, but their account will show a balance until it is approved.
- Discount Name: Worthy Camper Discount
- Description: Check the box to the left to apply for our Worthy Camper Discount. Your request will be reviewed and you’ll be notified regarding your application by March 1st.
- Default Value: 10 Percent
- Enabled: Checked
- If value is a percentage, recalculate value if modifications to the reservation are made: Checked
- This discount should be visible to the public in the registration process: Checked
- This discount should be visible in the admin registration process: Checked
- The value of the discount should be visible in the registration process: Checked
Faculty Discount
With this setup, faculty may register for an event and enter a code to attend the event for free. This is a hidden discount.
- Discount Name: Faculty Discount
- Default Value: 100 Percent
- Enabled: Checked
- If value is a percentage, recalculate value if modifications to the reservation are made: Checked
- This discount should be visible in the admin registration process: Check
- Automatically approve discounts when they are applied for: Checked
- Save the discount and select it from the dropdown menu, then click the Add a new code Use the following code settings:
- Code: faculty123
- Code Type: Multiple Use
- Maximum Value / Code Type: 0
- Maximum Total Value: 0
- Maximum Number of Claims: 0
Administrative Discount
These settings create a discount that is only visible to administrators and relies is approved on a case by case basis using Manage Discounts on an individual account.
- Discount Name: Administrative Discount
- Default Value: 0 Dollars
- Enabled: Checked
- Automatically approve discounts when they are applied for: Checked
UltraCamp (New)
To manage Simple Discount Templates you can take the following steps:
- Open the
Mega Menu and expand the Templates section.
- Under the Discounts section, click Simple.
- Click New to create a Simple Discount Template or click on an existing one to edit it.
By default, UltraCamp will display your enabled Simple Discount Templates. You can also display disabled templates by checking the box to “Show disabled items” in the upper right. Discount Templates can be enabled and disabled when edited.
- An existing Simple Discount Template will be displayed along with overview information.
- Each Discount Template will display with its default Amount, whether it’s Visible to Public or not, and if it will Auto Approve when applied for.
- Each Discount Template will display any Age Restriction limits.
- You can also see how many Assigned Codes have been connected to this template.
Creating and Editing a Simple Discount Template
When creating and editing Simple Discount Templates, there are two tabs:
-
Settings: Determine your forms behavior here.
- Utilization: Shows where the discount has been scheduled.
To create a new Simple Discount Template or edit an existing Simple Discount Template, take the following steps:
- Click NEW to create a new Template or click on an existing template to edit it.
- Enter the Appropriate Basic Information
- Enter a Discount Name
- Enter a Default Amount and indicate if it’s Dollars or Percentage.
- Confirm that the Discount should be visible in the public registration process using the toggle.
- [Optional] Adjust the template Behavior settings.
- [Optional] Adjust the Question Prompt and Additional Settings as desired.
- Click SAVE.
A detailed breakdown of Simple Discount settings can be found below.
Once your template is saved, it will display alpha-numerically in the list of existing Simple Discount Templates.
Note
Once your discount is saved you will need to schedule the discount in order to connect it to the appropriate session(s). You can learn about adding your discount to sessions here.
Simple Discount Terms and Settings
Below is a detailed explanation of each setting for a simple discount:
Basic Information
Several of these settings are required. Enter optional information as desired:
- Discount Name: This setting is required. It will appear to the client in several places, including the cart and reservation detail.
- Description: [Optional] text entered here will appear to the public on the Discounts page in the registration page and on the registration information page.
-
Amount: This setting is required. The value you enter here will be the default discount amount when you add this discount to a session.
- The exact discount value can be adjusted on a session-by-session basis.
- This template can be set to be either a percentage- or a dollar amount-based discount.
- The type of discount (dollar or percentage) cannot be tailored per session.
- Allocation Account: [Optional] Select from the dropdown list for more granular financial tracking.
- Discount should be visible in the public registration process: This setting is toggled ON by default. Turning this off will hide the discount during registration.
Approval Settings
- Automatically approve discounts when applied for: This setting grants the discount automatically when selected. It is ON by default. If this is turned OFF, an administrator on your staff must go in and review and approve the discount for it to apply.
- Age/Grade Restriction: Use this to limit this discount to only display for and apply to individuals falling within the specified range.
Question Prompt
- Question Prompt: [Optional] Text entered here will display along with a field for clients to enter or select a response.
- Pre-Determined Answers: [Optional] If using a Question Prompt, you can also present a list for the client to select from. Separate each answer option from the next with a comma.
Additional Settings
These settings do not typically change, but can be adjusted for specific discount scenarios.
- Seasonal Camp for value of discounts awarded: Use this setting to limit the maximum dollar amount that can be awarded through this discount. This limit only applies for discounts awarded during the same season.
- Seasonal Camp for number of discounts awarded: Use this setting to limit the maximum number of times this discount can be awarded during the same season.
- Enabled this Template: This setting defaults to ON. Toggling this OFF will prevent the discount from being scheduled for new sessions but doesn't unschedule it or affect sessions to which this discount has already been added.
- Allow public to alter default value of discount: Toggle this setting ON if you wish to let clients choose their own discount amount during registration (although your default amount will show in the text field).
- If value is a percentage, recalc value if modifications to reservation are made: This setting defaults to ON. It determines whether the original discount amount changes when the reservation fees are modified. This only works for percentage-based discounts.
-
If used for group based sessions, apply discount for each participant: This setting will multiply the discount amount by the number of participants on the reservation.
- Requires a group reservation.
- Requires that the discount Amount be set to dollars.
- Discount should be visible in the admin registration process: This setting defaults to ON. Switch this to OFF if you want to hide this discount during the registration process on the admin side.
- Discount value should be visible in registration process: This setting defaults to ON. Switch this to OFF if you do not want clients to see the discount Amount during registration. They will see the amount in the shopping cart if it affects their reservation balance.
- Discount should be selected by default: Toggle this setting ON to automatically apply this discount to a client’s reservation without them needing to take action.
- Display discount info on the session info page: This setting is ON by default. It will cause the discount details to show along with the Session Description, dates, and other specifics on the Session information page.
Example Simple Discounts
Since simple discounts cover a variety of scenarios, here are some example discounts and their settings:
Early Registration Discount
This discount automatically give clients a discount if they register prior to a certain date (which is set when the discount is added to a session).
- Name: Early Registration Discount
- Amount: 50 Dollars
- Description: Sign up early to receive $50 off your registration!
- This discount should be visible to the public in the registration process: ON or OFF
- Automatically approve discounts when applied for: ON
- Discount should be selected by default: ON
- Display discount info on session info page: ON
Worthy Camper Scholarship Discount
With the following setup, a client applies for a 10% discount which is then reviewed and either approved and denied by an administrator. The applicant will be allowed to check out at the discounted price, but their account will show a balance until it is approved.
- Name: Worthy Camper Discount
- Amount: 10 Percent
- Description: Check the box to the left to apply for our Worthy Camper Discount. Your request will be reviewed and you’ll be notified regarding your application by March 1st.
- Discount should be visible to the public in the registration process: ON
- If value is %, recalc value if modifications to the reservation are made: ON
- Discount should be visible in the admin registration process: ON
- The value of the discount should be visible in the registration process: ON
Faculty Discount
With this setup, faculty may register for an event and enter a code to attend the event for free. This is a hidden discount.
- Name: Faculty Discount
- Amount: 100 Percent
- Discount should be visible to the public in the registration process: OFF
- If value is %, recalc value if modifications to the reservation are made: ON
- Discount should be visible in the admin registration process: ON
- Automatically approve discounts when they are applied for: ON
- Display discount info on session info page: OFF
- Save the discount, then click on it and use the new Discount Code section to add a Discount Code with the following parameters:
- Code: faculty123
- Code Type: Multiple Use
- Reduce to Remaining Camp: ON
Administrative Discount
These settings create a discount that is only visible to administrators and relies is approved on a case by case basis using Manage Discounts on an individual account.
- Name: Administrative Discount
- Amount: 0 Dollars
- Discount should be visible to the public in the registration process: OFF
- Discount should be visible in the admin registration process: ON
- Automatically approve discounts when they are applied for: ON
- Display discount info on session info page: OFF
Comments
Is there a way to specify a date range that a discount is active? For example, can I make an early bird discount that starts today and expires in April for our Summer Camps?
Eric, you can indeed specify a date range for when a discount is active. This is done when you add the discount to one or more sessions. Check out our article here on how to do just that!
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