Using discounts for your event

Owned by Brian McLaren (Deactivated)
Last updated: Jul 22, 2019Version comment
3 min read

You may want to have discounts available for particular groups of individuals attending your event.  Discounts can be applied using Badges and Price Rules or by using Discount Codes (Source Codes) in Fonteva.

  • Price rules cannot be defined as a percentage of the list price. They must have a set price of their own.

  • Price rules are defined at the Item level, so each Item to be discounted needs to have a set Price Rule.
  • If the same Price Rule needs to be applied to a large number of Items, the Price Rule can be created on the Item Class and carried down to all Items within that class created AFTER the Price Rule was created.

Step-by-step guides

Setting up discounts

To set up discounts for various registrant types, such as member, non-member, speaker or sponsor, using price rules, follow the steps below.

  1. Navigate to Tickets.
  2. Click the ellipsis icon to the far right of the ticket line item and select Edit Price Rules.
  3. The default pricing will be the one that was set up when the ticket was created. In this scenario, it is for the non-member registrant.
  4. Hover over the Save button and click Save & New in the top right-hand corner.
  5. Enter a name and pricing information
  6. Scroll to bottom of the screen and click Add Rule
  7. For example, to enter member pricing, select Object = Contact, Field = AIA Member Flag, Operator = Equals, and Value - 1.
  8. Click Save or Save & New to set up another price rule.

Setting up discount codes

Using Discount Codes to apply a discount during the registration process. Discount Codes are called Source Codes in Fonteva.

  1. Click Source Codes at the top of the screen just under the search field.
  2. To display existing discount codes, click the down arrow next to the Recently Viewed drop down and select All.
  3. Click New to create a new discount code or click the pencil icon to the far right of an existing code to edit it.
  4. Enter Source Code name and assign the Business Group to AIA.
  5. Check Active box.
  6. Set Channel to email.
  7. Click Save or Save & New to create another code.

  8. Next, edit the Event you want to use the discount codes with and go to Tickets.

  9. Click the ellipsis icon to the right of the ticket type you want to use a discount code with and select Edit Price Rules.

  10. You should see the default price for the ticket type list at the top left side of the screen. Click Save & New.

Setting up badges

Badges can be used for security, pricing, and grouping session items for events.  For the steps below for setting up a badge for a pricing discount.

  1. Navigate to the Badge Type tab in the Administrator app.
  2. Click New.
  3. Enter the Badge Name.
  4. Check Is Active.
  5. Check Is Published.
  6. Optional: Enter Engagement Score.
  7. Click Save.

After creating the badge, edit your ticket type as outlined about and select the badge type instead of setting up a price rule.

Adding a badge to a ticket

  1. Create a new ticket type or skip to #3.
  2. Click Save button.
  3. Click edit icon next to ticket line item and select Manage Badges.
  4. Drag badge from Available Badges column to the Selected Badges column.
  5. Click Save & Close.

Setting up the price rule for the badge

  1. Click edit icon next to ticket line item and select Manage Price Rules.
  2. Enter rule name and price.
  3. Check Is Active.
  4. Provide Price Rule Criteria
    1. Start and End Date
    2. Minimum and Maximum Items Per Order
    3. Source code = enter the Discount Code name that was created under the Source Code tab.
    4. Customer Badge Type = the name of badge you will be using.

    5. Create additional rules based on the contact or account object:
      .

  5. Click Save & Exit.

What's next?

Learn about Changing your event's status