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Add a Promo Code

Add a Promo Code

 

  1. From the Main Menu click on Settings > Promo Codes

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  1. Click on the +Add Promo Code button

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  1. From the Promo Details tab fill out the details.

  • Code = Promo Code (required field)

  • Name = Promo Name (required field)

    Note: Both the Code and Name must be unique. The system automatically checks for this, and if the name is already taken, you'll be notified.

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If the name is available, the box will turn green with a checkmark to confirm its availability.

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  • Description = Explain the promotion and what it offers (required field)

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This is how the description will appear on the online booking page once a Smart Rule or Promo Code is applied. A notification will appear in the top right corner, displaying the name of the Smart Rule or Promo Code along with its description.

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  • Web Comment (optional) = Any comments you wish to add can be entered here and will appear on the OBE in the booking price under ‘adjustments’ once the promo has been applied. (See below how it appears on the OBE).

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On the OBE booking page, once the promo code has been applied, click on the Symbol next to Adjustments to expand the Details of the promocode (Promo Name, Description and ‘Web Comments’ will appear here.

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Terms and Conditions (optional) = The Terms and Conditions specific to the Promo Code can be entered here.

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Order (optional) = If you have smart rules with identical criteria but different actions, the rule with the lowest number set up in "Order" will be activated first.

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Enable or Disable Date Check.

If the Promo Code has no start or end date select the Disable Date check.

If the Promo Code is to apply for a limited time only, select the dates accordingly.

Note:

  • If the Disable Date check is not enabled then you must select the dates. A popup orange toaster message will appear informing that the dates cannot be empty to proceed.

  • If the date check is disabled, then the calendar pickers will be disabled

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  • The “Enabled” switch turns on the promo for staff use only in the RBE

  • The “Web Enabled” switch turns on the promo for consumers and agents to use on the OBE

  • The “Smart Rule” switch is when the Promo code is not entered manually, this is only for smart rule promo’s and where a smart criteria will need to be met.

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  • The "Show as a Promotion" option is enabled, it will display the promotion name and description. This is a great way to advertise any ongoing promotions for a specific tour.

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  1. Click on the Rules tab which will display the criteria and actions for the Promo Code.

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  1. Select the +Add Criteria button

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  1. Click on the ‘Select Criterion’ field which will populate a dropdown list of the available criteria to choose from.

Note:

What is selected in the first field determines what values are shown in the 2nd and third fields, and these will be empty until the first field value is chosen.

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  1. Select an item from the second criteria dropdown. The available operands will adjust based on the criterion chosen in the first field.

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  1. In the third field, select an applicable value to match the criterion type
    Note: The criterion type will automatically filter the list of options based on the first criteria you select.

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  1. Select the +Add Criteria button if you need to add more criteria

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  1. Select the +Add Action button to choose what type of price adjustment to make.

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  1. A dropdown list will populate with price adjustment options to choose from.
    Note: There are two types of adjustments in the action selection. The percentage (%) option is used to apply a discount, while the dollar ($) option allows you to either increase the price or apply a discount by using a negative value.

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  1. Click on the +Add Action button if you wish to add more actions

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  1. Once the Criteria and Rules have been finalised click on the Save button to save the promo.

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Examples of Promo Codes

Click here to see an example of the Criteria and Actions for a simple ‘Manual Promo Code’

Click here to see an example of the Criteria and Actions for a simple ‘Smart Rule Promo Code’