Introduction
This article will help you set up a Voucher allowing new Members to receive a 10% Discount on any Product and Contract.
Before you start
Make sure you know how Product Discount and Contract Discount work.
You should also need to know how to set up Vouchers. Go to this article for more information.
Instruction
How to set up 10% Voucher Discount on all Products and Contracts?
STEP 1
Product Discount and Contract Discount configuration
1. Go to the PGM -> Sale -> POS management -> Product Discount
2. Click on Add new Discount
3. Go through the Product Discount configuration
You can adjust the Discounts configuration to your own business needs understandably, i.e.: you can enable them only for chosen clubs and chosen Payment plans. However, make sure you have the below options set up accordingly!
This is how you will configure your Product discount:
4. Go to the PGM -> Sale -> Membership -> Contract Discount
5. Click on Add new Contract discount type
6. Go through the Contract discount configuration
And this how your Contract discount will look like:
STEP2
Voucher configuration
1. Go to the PGM -> Marketing -> Client acquisition -> Voucher type
2. Click on Add new type
3. Go through the Voucher type configuration: select Not for Sale Voucher type
You can adjust the Voucher configuration to your own business needs!
In this particular case, the Voucher code can be used 2 times by one person. We have also decided to use only one code instead of multiple.
This is how the Voucher configuration was done for the purpose of this example:
STEP 3
How to create Voucher codes?
1. Go to the PGM -> Marketing -> Client acquisition -> Voucher codes
2. Click on the Generate vouchers button.
3. Enter the Voucher type name
4. Tick the Override with you own code checkbox.
5 In the Code field, enter the Voucher code that will be passed to the Voucher users.
6. Click on the Save button to finish the process.
Once the codes have been generated, they will be ready to use.
STEP 4
Use the Voucher in Client Portal
Now, new Members can use the Voucher in Client Portal during Product or Contract purchase.
And the result is as intended:
That's it. You're done!