Contents
New Membership Fee Discount
Limiting Discounts to an Applicable Group
Using Coupon Codes as a System User
Introduction
The Membership Discounts section allows you to add discounts to membership levels, and even allows you to make certain discounts available to a selected group of constituents.
To set up Membership Discounts, navigate to: Global Settings cog Global Settings Memberships Fee Discounts.
New Membership Fee Discount
1. To create a new discount, select New Membership Fee Discount.
2. To create a new membership discount, complete the following fields. When finished, select Create New Membership Fee Discount.
| Field Name | Description | |
| A. | Discount Type | Specify if this discount is a Price Off or Coupon Code discount type. |
| B. |
Start and End Date & Time |
specify the date range that the discount will be valid. |
| C. | Apply discount to | Select the specific membership term and type that you want this discount to apply to, or you can select Any Membership. |
| D. | Apply Discount to submember terms in addition to parent terms | Select this checkbox if you wish to apply this discount to submembers. |
| E. | Price Off/ Percentage Off Discount | Select the radio dial for Price off total membership fee or Percentage off total membership fee and enter the value within the field. |
Once you have created a discount, it will appear on the Membership Fee Discounts screen.
From here you can further limit the discount to a certain group of people by adding a new Applicable Group (described below).
If you select Coupon Code, in the Discount Type field, other options appear.
| Field Name | Description | |
| F. | Coupon Code | Enter the code you wish to use. |
| G. |
Max # of coupon uses |
This is the number of times the code can be used. |
Limiting discounts to An Applicable Group
Applicable Group allows you to make a discount only available to a certain group of constituents.
Creating a live report will enable you to add users to this the applicable group that will receive this discount. Select the Actions icon and then Create Live Report.
You will arrive at the Search Criteria screen. Load some criteria to specify who will be eligible to receive this discount. In this example, we want only current members to receive this discount. When you are done loading criteria, click Run Report.
The Results page will display all accounts that currently meet this criteria. Clicking Save Search & Return to Discount will save this as your applicable group for this discount.
Note that this is a dynamic search, so people will become eligible or ineligible for this discount as they meet or no longer meet the criteria. For example, if Grace Matthews' membership expires tomorrow, she will no longer be eligible for this discount.
On the Membership Discount screen, you will be able to View, Remove, or Edit the Live Report from the Actions icon.
After you have done this, your group will now be eligible to receive this discount only while logged in to their account from your constituent login portal.
Using Coupon Codes as a System User
Coupon codes can be used when registering accounts for memberships as a system user. The Membership Coupon Code field appears on the Create Membership page.
Click Calculate to test whether the code is valid and what the discount will be.
Using Coupon Codes as a Constituent
Constituents will be able to enter a membership coupon code on the second page of the membership registration process. If the membership selected on the first page has a coupon code discount available for use, Neon will direct the constituent to a coupon code page.