Creating Promo Codes & Attaching to Event Registration

Dynamics

1. 1. Log into Protech

2. 2. Scroll down and click on Promotions

   

3. 3. Click on New

   

4. 4. Type in the name/short description of the code

   

5. 5. Click on the calendar icon next to Start Date

   

6. 6. Select the start date

   

7. 7. Create the Promotion code that you want they to use (in this example we are using: 22ACWMHD

   

8. 8. Select the expiration date of the code

   

9. 9. In the Discount type field change it to: Percent

   

10. 10. In the amount field type: 100 (this will give them a 100% off discount)

    

11. 11. In this field type how many codes are allowed to be used.

    

12. 12. In this field always start the counter at 0

    

13. 13. In this field type the remaining codes available

    

14. 14. Check Meetings (20) - this means that the code can only be used on event registrations

    

15. 15. Click on Save

    

16. 16. Click on Related

    

17. 17. Click on Promotion Types

    

18. 18. Click on New Promotion Type

    

19. 19. Click on Meeting Registration from Product Type

    

20. 20. Type the name of the event you want to attach the code to

    

21. 21. In this example we are selecting 2022 HBA Annual Conference

    

22. 22. Click on Search records for Registration Setup, Lookup field

    

23. 23. Click on *Member Registration

    

24. 24. Click on Save

    

25. 25. Click on Save & Close