Please note that the Next Generation Events feature is only available to organizations with Neon CRM Impact or Empower packages AND Neon Pay as the payment processor.
Contact us at clientaccountspecialist@neonone.com to discuss your current package and/or switching to Neon Pay.
Recommended Reading Before You Start
After an event is already created, you can add an automatic discount for the event. This feature is helpful if you wish to utilize "specialized" discounts that will automatically apply a discount to an event. For example, you may require the constituent to purchase a specific number of tickets to receive the automatic discount (i.e. when the constituent meets the minimum ticket number purchase threshold, they automatically receive a discount), or you may apply an "early bird" discount to enable the constituent to automatically receive a discount if they purchase their ticket(s) before a specified date.
Please note: If you have both a code discount and an automatic discount set up for your event, the greater of the two discounts will apply; not both discounts. Only one discount will apply per ticket per event. The best possible discount will always be applied to the purchase.
Instructions
Add an Automatic Discount to an Event
To add an automatic discount to an event:
1. Select Events in the navigation menu and then select Events in the drop-down menu.
2. Select your event on the Events page.
On the event's Overview page:
3. Select Discounts in the left side menu.
On the Discounts page:
4. Select the Add Discount button in the upper right corner.
The Create Discount pop-up will appear.
5. Complete the Create Discount pop-up per the image and table below. When finished, select the Continue button in the lower right corner.
| Field Name | Description | |
| A. | Internal Name | Enter the internal name of the discount. The public will not see this name. |
| B. | Discount Activation Method | Select Automatic since this discount method is applied automatically when the constituent meets specified criteria. |
| C. | Public Name | Enter the name of the automatic discount. This field is visible to the public. |
| D. | Public Description | If applicable, enter a description of the discount code. This field is visible to the public. (For example, you may indicate the condition(s) the constituent needs to meet to receive the automatic discount.) |
| E | Amount | Enter the discount amount (you may choose either a specific dollar amount or a percentage discount amount). |
| F. | Active Dates - Starts | Enter the start date on which the discount code will be available for use (the default selection is Immediately). |
| F. | Active Dates - Ends | Enter the end date on which the discount code will no longer be available (the default selection is Does Not Expire). |
| G. | Who Can Use this Discount? (for clients that use the membership module) | If you wish this automatic discount to apply only to members (or members of a specific membership level), select either All Member Levels to apply this ticket type to all membership levels your organization supports or select Specific Member Levels to select specific membership level(s) that qualify to purchase this ticket type (optional). |
| H. | Minimum Requirements | Allows you to indicate whether a minimum dollar amount or a minimum number of tickets must be purchased in order for the discount to apply, as applicable (optional). Select the applicable checkbox if applicable. |
| I. | Usage Limits |
Select the checkbox to limit how many times the discount code may be used as a whole across all customers (a field will appear when the checkbox is selected into which you may enter the total amount of times the discount code may be used). For example, you may set a maximum usage to limit the usage of an automatic discount to the first 50 customers who quality for the discount. In this case, you would select the checkbox and enter "50" into the field that appears when you select the checkbox. |
On the next page of the Create Discount pop-up:
6. Select the event occurrences to which the discount will apply. (If you select Specific occurrences, you must specify the day(s) of the week and/or the specific occurrence date(s) on which the discount will validly apply. If selected, constituents may only use the discount for occurrences on the specified date(s).) Once you have made your selection, select the Continue button in the lower right corner.
On the next page of the Create Discount pop-up:
7. Select the ticket type(s) to which the discount will apply. (If you select Specific tickets, you must select the specific ticket type(s) - i.e, Adult, Child, Senior, etc. - to which the discount will apply.) Once you have made your selection, select the Save button in the lower right corner.
The discount now appears on the Discounts page.