[SALES] Promo Setup Tab in AccessAlly

This tab provides you with details about promo codes on your site. Promo codes can be added to an offering or via the Promo Setup Tab.

Promo Setup Tab Location

AccessAlly > Sales > Promo Setup

Promo Setup Tab Overview

Promo Setup

1. + New Promotion

+ NEW PROMOTION BUTTON

Fun fact! When creating promo codes in AccessAlly (AccessAlly > Offerings) you can add them inside the offering under Forms tab and they are placed here.

If you would like to manually create a new promo code you can click “+ NEW PROMOTION” and follow the prompts.

Promo Setup Revealed

2. Filter Offering

Filter Promo Codes by Offering

In this section you can filter all promo codes by the offering they are associated with. This is helpful if you have a lot of offerings on your site.

Filter Promo by Offering

3. Find a Promotion

Find a Promotion

You can use the search box to find a promo code by key words.

Promo Code Search

4. Promo Code Page Count

Promo Code Page Count

This section is helpful for sorting large numbers of coupon codes.

Promo Code Pages

5. Promo Code Dropdown

Promo Code Dropdown

In this section you’ll see:

  1. Promo Code ID number (example: 5)
  2. Promo Code Name

Promo ID number and name

6. Promo Code Status

Promo Code Status

  • Expired – shown if a dated coupon has expired
  • Promo Code Count – shown if a coupon is set to a limit on number of uses. The used number appears first out of the total number available.

Promo Code Status

What’s in each Promo Code Dropdown?

Product Details Tab

This section appears in all products both one-time & recurring.

Creating a Product

Recurring Payments Tab

Shows for any product where with recurring payments. This tab lets you create trial periods, set how often a payment recurs, and how many payments are made.

Recurring Payments Tab

Automations Tab

This tab shows the custom operations and tags that are used to manage this product.

Automations Tab

Hide Products

If you would like to hide a product to prevent it from showing under Product Setup you can open the product dropdown and click “Hide.” This allows you to safely clean up products shown in this tab without deleting them so they still work behind the scenes.

Hide Product

Upon refresh this product will not appear in the Product Setup tab. You can filter for “Hidden” to see this product.

View Hidden Product

If you would like to see the product again you can open the product and click the “Show” button.

Show Product

Copy Products

In most cases it is easier to create a new form in AccessAlly > Offerings > Forms which will automatically create both a new product and an order form filled with all the needed details, but…

The copy production option can be useful if you want to manually create different product options behind the scenes from the Product Setup Tab.

When copying products make sure to adjust the name, product type, and to review each tab to ensure the copy has everything needed.

Copy a Product

 

 

 

Updated on November 16, 2023

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