Promo Codes for Recurring Payments

For Recurring Payments, Promo Codes and Discounts applied to an entire order will only discount the initial recurring payment; all future payments will be at full price. If you would like to offer a Recurring Payment discount that applies both to the initial payment and all subsequent payments, you will need to create a Promo Code that applies specifically to those payments (in addition to any other Promo Codes you already have).

To create a Promo Code that will discount all recurring payments:

  1. Navigate to Campaigns > Edit This Campaign (choose a campaign) > Order Settings > Promo Codes.
  2. Toggle Add Promo Codes to "Yes". (If you already have promo codes active for your campaign, scroll down and click the Add New Promo Code button.)
  3. Select Add this promo code for: "Individual Items within an order".
    • Note: Only items that have already been set up and published in the campaign will show in this view, so be sure to set up all of your donation levels before setting up individual promo codes.
  4. This will open a popup window where you can select the Recurring Payments eligible for the discount. Scroll past the One-Time Donations section and select the [Monthly/Quarterly/Yearly] Donations/Payments that your promo will apply to by clicking Select or Deselect All or using the checkboxes next to each payment type. Hit Save when done.
  5. Enter your "Promo Code Title."
    • Note: this will need to be entered verbatim by your supporters to redeem the discount.
  6. Set your discount as a percentage of the total price (%) or a fixed dollar amount ($).
  7. Choose to limit the Maximum Discount Amount in case of a percentage, Set Maximum Redemption to limit how many times the code can be redeemed, and Set Expiration Date for the promo. These are all optional.
    • Note: The Set Expiration Date creates a deadline for when supporters can redeem the Promo Code but will not affect recurring payments in the future. If a supporter has applied a Promo Code for discounted recurring payments, the discount will remain in effect even after the Promo Code has expired. If you want to edit the discount amount for future recurring payments, you can do so for each recurring donor in the Activity Management tab.
  8. Don't forget to click Save when done!