How do I set up Group Discounts?

Group Discounts can ONLY be used when Group Registration is in use. How do I turn on Group Registration?

Before proceeding, there are 2 other forms of discounts available to you.  They are included here to round out the discount processing tools:

  1. Automatic Discounts - are automatically applied to all registrants who qualify; these are useful for issuing a discount if certain purchase criteria is met, such as Register for 3 Workshops, get $100 off - How do I set up Automatic Discounts?
  2. Discount Codes (Promo Codes) - are applied by the registrant on the registration page prior to submitting their registration. You create and distribute these codes to special registrants who will receive special pricing - discount codes can be applied to the entire order, a group of items or only one item - How do I set up Discount Codes?

General rules for Group Discounts

These rules govern how your discounts will be applied to purchases:

  1. Only ONE Group Discount can be applied to the group
  2. If there is more than one discount for your event, the discount that provides the greatest dollar amount discount for the group will be automatically applied
  3. Once a payment has been made, the group is locked into that discount, even if stragglers arrive to the group after payment has been made
  4. Changes to Group Discounts will only apply to new groups that register
  5. Changed discounts will not be retroactively applied to existing groups
  6. As members join the group, discount tiers may change the total revenue expected from that group
  7. Stragglers are group members who register AFTER the Group Leader has paid for the group and the group discount has been taken
  8. Stragglers will receive the group discount in effect when the Group Leader first paid for the group
  9. When the Group Leader makes a payment, the discounts in effect at that time are applied; stragglers will not change the discount amount even if the group would qualify for a higher discount with the new members

Group Discount attributes

Set up any number of Group Discounts which have the following attributes:

  1. Set the number of group members who must register to get the discount (called the Trigger)
  2. Select to whom the discount can be applied:
  3. ... ... To all registrants that reached the Trigger
  4. ... ... To all registrants AFTER trigger is reached
  5. ... ... To all registrants
  6. ... ... Set a limit to the number of group members who can receive this discount
  7. Select how the discount should be applied:
  8. ... ... The entire order
  9. ... ... A specific group of sales items
  10. ... ... A specific sales item
  11. Set the discount type: percent or dollar discount
  12. Set the discount amount (percent or dollar)

These discount combinations are automatically scanned when group payment is attempted. Group Discounts are ONLY applied when a successful group payment is completed.

Open the Sales Wizard.

The Sales Wizard screen opens ...

Click the Discounts link in the Quick Nav panel glued to the left side of the window.

The Sales Wizard screen opens ...

Click the Add Group Discount button

Example Discounts

Sometimes its easier to learn a feature by looking at how a group discount is set up.  The next 2 steps are two similar examples.

Example 1: Buy 3 - Get 75% Off 4th

This is an example of setting up a group discount: Buy 3, Get 1 at 75% off.  This example requires a mandatory ticket purchase to trigger.

If you wanted to give a discount for purchasing a session, you could either create it separately or you could combine it into this discount.

Each Group Discount has the following attributes - the black dot numbers refer to these attributes:

  1. Define a Discount Label (not displayed – for use by the event organizer only)
  2. Disable the Group Discount - applies only going forward
  3. Set the number of group members who must register to get the discount (called the Trigger)
  4. Select to whom the discount can be applied from the dropdown menu:
  5.      Only Registrants in the Batch that reached the Trigger
  6.      Only Registrants in the Batch After the Trigger was reached
  7.      All Registrants in the entire Group
  8. Set a limit to the number of group members who can receive this discount
  9. Select the sales item to which this discount will be applied:
  10.      Apply this discount to sales items in a specific Group
  11.      Apply this discount to sales items in any Group
  12. Set the type of discount: percent or dollar
  13. Set the discount amount: percent or dollar
Example 1: Buy 3 - Get 75% Off 4th

Example 2: Buy 4 - Get 50% Off Next 1

This example illustrates a simple set up: buy 4 tickets and the 5th registrant gets 50% off their ticket.

  1. Give the group discount a label (name) that represents the discount's value - this name is printed on all receipts and is seen by registrants - be sure to enter a meaningful name
  2. Select the number of group registrants who will trigger this discount - the Group Discount Trigger
  3. Select the group of registrants to which this group discount will be applied
  4. This example should have a limit on the number of group registrants eligible to receive the discount because only the 5th group registrant is eligible for this discount
  5. In this example, we're setting it to only 1 because IF 4 are purchased, the next ONE is discounted (reference the label = Buy 4 : Get 50% Off Next 1)
Example 2: Buy 4 - Get 50% Off Next 1

Example 2: Buy 4 - Get 50% Off Next 1 - continues ...

The next part of the Group Discount screen is where you set up the actual sales item(s) that must be purchased in order to qualify for this discount.

  1. Select a session or sales item that MUST be purchased to qualify for this discount - this can be a group of sessions and/or sales items
  2. Select the item that MUST be purchased and set the actual discount that will be applied when the item is picked (fixed amount off or percentage off)
Example 2: Buy 4 - Get 50% Off Next 1 - continues ...

Verify your Group Discount ...

You can set up as many group discounts as you need.

HOWEVER, if there is more than one group discount in effect for your event, the discount that provides the greatest dollar amount for the group will be automatically applied.  If you're setting up more than one group discount, be sure to think through all of the group discount combinations that you're setting up.

IMPORTANT: If you delete a discount, there is NO affect on existing registration records (nothing is changed for existing registrants who used the discount). The discount will NOT be available for registrants going forward.

Testing Example 1: Buy 3 - Get 75% Off 4th

This is the Group Leader's Pay for Group screen.  The group discount was applied to the 4th registrant

Remember, discounts are applied at payment time.  Your reports will not display discounted prices for unpaid purchases.

  1. First 3 registrants paid regular price
  2. Last registrant paid $225 - 75% off = $ 56.25

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