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Creating and Managing Discounts for your Members
Creating and Managing Discounts for your Members

Learn how to create and manage discounts, trials, and coupons for your members

Mitch Colleran avatar
Written by Mitch Colleran
Updated over a month ago

Summary

Offering discounts to your members is a great way to create flexibility in pricing without setting up separate membership types. Join It allows organization admins to easily create discount codes and links that members can use during checkout.

Step-by-Step Creation Guide

To create or manage discounts, follow these steps:

  1. From your dashboard, go to the Members section in the main navigation.

  2. Click on Member Settings in the secondary navigation.

  3. Click the Manage Discounts button.

  4. Click Create Discount to set up a new discount, and then click on the discount to edit or review it.

Note: When creating a discount code, any special characters or spaces will automatically be removed.

Description of Screenshot - Dashboard showing how admins of Organizations can create new Discount codes for their members.

Settings of a Discount

Fixed Price Discounts

You can create a fixed discount (e.g., $15 off) to provide a specific dollar amount reduction on the membership price.

Percentage Discounts

In addition to fixed discounts, you can also create percentage-based discounts (e.g., 25% off). This makes it easier to run promotional campaigns across multiple membership types.

Discount Duration

You can choose whether a discount applies only to the initial payment or persists through automatic re-billing for the membership. This flexibility helps tailor discounts to different types of campaigns.

Discount Quantities

You can set a limit on how many times a discount can be used. This is useful for controlling the availability of special offers or limiting them to a certain number of members.

How to Share Discounts

Discounts can be shared with prospective members in two ways:

  1. Sharing via Link: As a link that directs members to a checkout page with the discount already applied.

  2. Sharing via Code: As a code that can be manually entered at checkout.

Sharing via Link

The most common way to share discounts is by using a Direct Link, so that a organizations can share a discount link with their prospective buyers. Once a prospective buyer visits through that link, the discount will automatically be applied.

Sharing via Code

When discount codes are enabled at checkout, buyers will see an "Enter Discount Code" link (screenshot #1). Once clicked, an input box will appear where the buyer can enter their discount code and click Apply Discount (screenshot #2). If the code is valid, the discount will be applied, and the total will be updated accordingly.

To allow members to enter a code at checkout, ensure the option is activated in the Discount Settings.

Screenshot Description - When the Discount Input setting is activated, there will be a link on each checkout page that prompts members to 'Enter Discount Code'

Screenshot Description - When the member clicks on the 'Enter Discount Code' link, an input will be displayed which allows them to enter their discount code.

Screenshot Description - When a valid discount code is applied, a success notification will appear.

Examples & Tips

Examples of Discount Campaigns

  • First Payment Waived: Run a campaign offering 100% off the first payment across multiple membership types to encourage new sign-ups. This time-bound promotion can be a great way to attract new members.

  • Incentivize Renewals: Run a campaign offering a discount to be used during renewals. You can combine a Discount Code with Join It's Quick & Easy Emails tool to target memberships that have an upcoming Expiration Date.

Other Tips

  • When you're not actively running a promotion, consider turning off the ability to apply discount codes at checkout. Research suggests that showing a discount code field to buyers who don't have a code can decrease conversion rates. To maximize conversions, it's best to disable this option outside of promotional periods.


If you need more assistance with managing discounts, please reach out to our support team for further help.

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