Manage discount campaigns

Discount campaigns let you configure partner-sponsored activity discounts and contract prices, apply them to vouchers, and reconcile the value provided to customers. You can also record sponsored coupons as customer-balance credits.

This guide applies to companies using discount campaign contract gifting. You need permission to view Maintenance settings to access Manage > Discount Campaigns, and permission to edit Maintenance settings to create or change sponsors and campaigns.

Overview

Contract gifting uses three separate concepts:

• Sponsor: The partner funding a campaign discount or sponsored coupon. A sponsor can also have contract prices for selected products and customer types.
• Contract price: A customer-type price configured on the sponsor. Selecting a campaign linked to that sponsor applies the relevant contract prices before the campaign discount. Contract prices can be below or above the usual price.
• Discount campaign: A fixed-amount or percentage discount applied once to a voucher using an eligible product. A campaign can have a sponsor or be funded by your company without a sponsor.

The reduction from a sponsor contract price is company-funded and can affect commission. It is separate from the sponsor-funded campaign discount, which does not reduce sponsor-based commissions.

To set up an agreement, create the sponsor and any contract prices, then create a campaign and link the sponsor. Agents select the campaign during booking. Use the Discount Campaign Report and Sales Analysis Report to review redemptions.

Create a sponsor

To create a sponsor:

1. Go to Manage > Discount Campaigns.
2. Select the Sponsors tab, then click New sponsor.
3. Enter the sponsor's name, email address, phone number, and address.
4. If the agreement includes contract prices, enable Set contract prices.
5. Click Add products. Search for products or filter by location or vendor, select the products, and save the selection. You can select all matching products and deselect individual products you do not want to include.
6. Under Contract prices, click Edit to configure prices for the assigned products.
7. Click Create on the sponsor form.

You can create a sponsor without contract pricing when the partner only funds campaign discounts or sponsored coupons.

Set contract prices

You can configure fixed or percentage contract prices for individual customer types.

To set contract prices:

1. Open the sponsor from the Sponsors tab.
2. Under Contract pricing, enable Set contract prices and assign the relevant products.
3. Under Contract prices, click Edit.
4. In Edit contract prices, find and expand a product to view its customer types.
5. For each customer type, select Fixed to enter a Contract total price, or Percentage to enter a Contract price percentage.
6. For a percentage price, optionally enable Round up to whole amount.
7. Review the calculated contract price and Commission, then save the price changes.
8. Click Save on the sponsor form to save the agreement.

A fixed contract price includes taxes and does not change when the underlying rate changes.

A percentage contract price adds the entered percentage to the applicable tax-inclusive net rate. For example, a 25% contract price percentage on an $80 net rate produces a $100 contract price. It is not a 25% discount from retail.

A percentage price changes when the applicable net rate changes. Round up to whole amount rounds the resulting price up to a whole dollar.

The editor shows Current total price, Net rate, and Commission based on a voucher created today for an activity taking place today. Actual booking and activity dates can produce different prices.

Commission is the contract price less the net rate. Review it carefully when the contract price is below the net rate.

To remove an override, clear its fixed amount or percentage, save the price changes, then save the sponsor. Customer types without an override use their usual pricing.

Create a discount campaign

To create a discount campaign:

1. Go to Manage > Discount Campaigns.
2. On the Discount campaigns tab, click New discount campaign.
3. Enter a Title.
4. If a partner funds the discount, enable Link sponsor and select the Sponsor. Leave this setting off for a company-funded campaign.
5. Under Discount amount, choose a fixed amount or percentage in Type, then enter the Amount.
6. If agents should be able to change the discount on individual vouchers, select Allow users to edit the campaign discount amount on vouchers.
7. Review Eligible products. Selecting a sponsor preselects that sponsor's assigned products. Click Edit to adjust an existing selection, or Add products to select products, then save the selection.
8. Under Active dates, select a Start date if needed. Enable Add end date to set an End date.
9. Click Save.

The campaign discount applies once per voucher using an eligible product, not per participant. If linked, the sponsor funds the campaign discount. Sponsor contract prices are configured separately on the sponsor.

In Select products, enable View all selected to review only the products currently selected. You can add or remove products before saving.

Note: Selecting a different sponsor replaces the campaign's product selection with that sponsor's assigned products. Clearing the sponsor or turning off Link sponsor clears the selection. Review and select the eligible products again before saving.

Active dates determine when the campaign can be selected while booking a voucher. They do not restrict the activity date.

Without an end date, a campaign remains available after it starts until it is archived or changed.

Find & update campaigns

Use the search field and Sponsor filter on the Discount campaigns tab to find campaigns.

The Status filter offers Active, Scheduled, and Expired. These statuses are determined by the campaign's dates. There is no separate Active/Inactive setting.

The Active dates column shows the campaign schedule. Enable Show archived to include archived records. Archived campaigns display Archived in the Status column.

To update a campaign:

1. Go to Manage > Discount Campaigns.
2. On the Discount campaigns tab, find and open the campaign.
3. Change its sponsor, discount amount, products, or dates as needed.
4. Click Save.

To update a sponsor, open it from the Sponsors tab. You can change its details, assigned products, or contract prices.

Caution: Pricing changes can apply to existing vouchers when those vouchers are edited, regardless of voucher status. Review the warnings when changing campaign amounts, linking or removing sponsors, changing contract prices, or turning off contract pricing. Agents should review the voucher's Edit summary before saving.

Archive or restore a campaign or sponsor

To archive a campaign or sponsor:

1. Go to Manage > Discount Campaigns and open the appropriate tab.
2. Find the campaign or sponsor and select Archive from its actions menu.
3. Review the pricing warning and confirm.

You can also archive a campaign or sponsor from its edit form.

Archived campaigns are unavailable for new campaign selections. Existing voucher history is retained.

Archiving a sponsor removes its link from associated campaigns. Those campaigns are not archived. They continue as unsponsored campaigns according to their own dates.

Historical records are preserved. Review the pricing impact before archiving a sponsor.

To restore a campaign or sponsor:

1. Go to Manage > Discount Campaigns and open the appropriate tab.
2. Enable Show archived.
3. Find the record and select Unarchive from its actions menu.
4. Confirm the action.

Unarchive a campaign before editing it. Restoring a sponsor does not automatically recreate campaign links removed when the sponsor was archived.

Apply & reconcile gifts

Agents can select a campaign from product search or the voucher's Discount campaign selector. Optional reference tags are available for both sponsored and company-funded campaigns.

To add campaign references on a voucher:

1. Select the Discount campaign.
2. Click Add reference.
3. Enter the reference, then click Add or press Enter.
4. Repeat for each additional reference.
5. Click Save voucher when the voucher is ready.

To remove a reference before saving, click the X on its tag. References are separate from voucher notes.

When the campaign allows amount edits, agents can click the campaign discount amount in the voucher's Order summary to enter a fixed dollar discount for that voucher. This does not change the campaign's standard terms. See Applying discounts for the procedure.

For booking instructions, see Creating and managing vouchers.

Campaigns can also be changed on existing active vouchers. See Editing vouchers.

To issue a sponsored coupon, use Add credit on the customer's Payments page and select Sponsored Coupon. This records a customer-balance credit, not a cash payment.

See Processing payments for issuance and deletion instructions.

Use Reports > Library > Discount Campaign Report to review campaign and coupon activity by sponsor, campaign, product, vendor, reference, and customer. The report and its CSV and PDF exports include each campaign product's Vendor. Sponsored coupons are not associated with a product vendor.

Multiple campaign references appear together in the report and exports, separated by semicolons. Sales Analysis also shows campaign references separated by semicolons.

Use Sales Analysis to review contract-price adjustments separately from campaign discounts.

See Introduction to reporting for more information.