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How to Configure Promo Code Criteria and Actions

How to Configure Promo Code Criteria and Actions

Smart Rules and Promo Codes allow for dynamic, flexible pricing adjustments and access control based on a wide range of conditions. This guide will walk you through how to set them up effectively using available criteria and actions.

Overview

Once you've created a Promo Code or Smart Rule, the next step is configuring the Rules tab. Here, you define criteria (conditions that must be met) and actions (what the system should do when those conditions are met).

The system supports multiple combinations of criteria and actions, allowing for highly customized configurations tailored to specific tours, booking behaviors, or customer types.

To learn more about Promo code creation, click here.

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Smart Rule Criteria

Criteria are the conditions under which the promo code or smart rule will be triggered. You can use multiple criteria to fine-tune how and when your rule applies.

Each criterion includes:

  1. Field/Condition – e.g., Tour Code, Date of Booking

  2. Operand – e.g., equals, not equals, contains

  3. Value – e.g., a specific tour code, date, or agenth.

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  1. Operand – e.g., equals, not equals, contains

  2. Value – e.g., a specific tour code, date, or agenth.

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Available Criteria:

  • Promo Code
    Reference documentation is available for setting this up. Please click here.

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  • Tour Code
    Select an operand (e.g., equals, not equals, contains) and choose the relevant tour code(s).

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  • Date of Tour
    Set rules to apply only for bookings on specific tour dates.e

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Day of the Week
Apply rules on specific days, like only on weekends or weekdays.

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Tour Group
Filter tours by predefined groups (e.g., Adventure, Cultural).

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Tour Category
Use categories assigned to tours. Learn how to create Tour Categories.

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  • Date of Booking
    Target bookings made on specific dates.

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  • Days Before Tour Date
    Only one operand: “Greater than or equal to.”
    Useful for early bird or last-minute promotions.

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  • Agent Code
    Apply or restrict rules to specific agents using agent codes. You can use “not equal to” to exclude certain agents.
    Learn more about creating Agent Codes.

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  • Agent Category
    Group agents and apply rules at a group level.
    Learn more about Agent Categories.

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  • Agent Type
    Use predefined agent types to apply or exclude rules.
    Learn more about Agent Types.

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  • Site Code
    Apply rules based on the site the booking originates from.
    Learn more about Site Codes.

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  • Role Code
    Set rules based on user roles (e.g., admin, reseller).
    Learn more about Role Codes.ser.

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  • Operator Code
    Define rules for operators (partner organizations).
    Learn more about Operators.

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  • Passenger Criteria
    Create rules based on passenger types:

    • Adult

    • Child

    • Infant

    • FOC (Free of Charge)

    • Udef1 (Custom passenger type)

    • Total Pax
      Learn more about Passenger settings.

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Smart Rule Actions

Once conditions are set, define what action to take when all criteria are met.

Available Actions:

  • Adjust Ticket Price by % or $

    • Enter numeric values only (no need to add symbols for %).

    • For discounts, use positive % or a negative $ amount.

    • For price increases, use a positive $ amount.

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Adjust Price by Pax Type (%)

  • Set discounts or surcharges for specific passenger types only.

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Adjust Price by Pax Type ($)

  • Apply fixed-amount changes to specific passenger types.

  • Use a negative number for discounts.e.

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Tips and Best Practices

  • You can combine multiple criteria and actions to create highly targeted rules.

  • Use “not equal to” or “does not contain” to exclude certain tours, agents, or passenger types.

  • Always test your rules on sample bookings to ensure they behave as expected.

  • When setting up early bird discounts, use Days Before Tour Date effectively.

  • For agent-specific deals, group agents using Agent Category or Agent Type for easier management./ smart rule for your tour.

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