Creating Promo Codes & Attaching to Event Registration
Creation Date: Aug 25, 2022
Created By: Bridget Fairbanks
1. Log into Protech
2. Scroll down and click on Promotions
3. Click on New
4. Type in the name/short description of the code
5. Click on the calendar icon next to Start Date
6. Select the start date
7. Create the Promotion code that you want they to use (in this example we are using: 22ACWMHD
8. Select the expiration date of the code
9. In the Discount type field change it to: Percent
10. In the amount field type: 100 (this will give them a 100% off discount)
11. In this field type how many codes are allowed to be used.
12. In this field always start the counter at 0
13. In this field type the remaining codes available
14. Check Meetings (20) - this means that the code can only be used on event registrations
15. Click on Save
16. Click on Related
17. Click on Promotion Types
18. Click on New Promotion Type
19. Click on Meeting Registration from Product Type
20. Type the name of the event you want to attach the code to
21. In this example we are selecting 2022 HBA Annual Conference
22. Click on Search records for Registration Setup, Lookup field
23. Click on *Member Registration
24. Click on Save
25. Click on Save & Close
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