Promo Codes
Create discount codes that customers can apply during booking for price reductions.
Promo codes let you offer discounts to customers through shareable codes. Customers enter a code during booking to reduce their order total by a fixed amount or a per-participant amount. You control how many times each code can be used, when it's valid, and which trip series it applies to.
How It Works
You create a promo code with a unique code, discount amount, and optional restrictions (usage limits, validity dates, linked trip series). When a customer enters the code during booking, Itsy validates it and applies the discount. Each redemption is tracked, and the code becomes unavailable once it reaches its usage limit.
Key Concepts
Promo Code Properties
| Property | Description |
|---|---|
| Name | Internal name for the promo code |
| Code | The code customers enter (e.g., "SUMMER25") |
| Amount | The discount value |
| Calculation Type | How the discount is applied (see below) |
| Usage Limit | Maximum number of times the code can be used (leave empty for unlimited) |
| Valid From | Start date when the code becomes active |
| Valid To | End date when the code expires |
| Series | Optionally link to a specific trip series |
| Payment Method | The automatically created payment method for tracking redemptions |
Calculation Types
| Type | How It Works |
|---|---|
| Per Booking | The discount amount is applied once to the entire order total |
| Per Participant | The discount amount is applied per participant in the booking |
For example, a code with amount 5,000 and "Per Participant" calculation on a booking for 3 people would discount 15,000 from the total.
Usage Tracking
Each time a promo code is redeemed, Itsy records:
- Which order used the code
- The discount amount applied
- A running total of all usage
The usage count increments with each redemption. Once the count reaches the usage limit, the code can no longer be applied.
Linked Payment Methods
When you create a promo code, Itsy automatically creates a corresponding payment method with the "Internal Promo Code" provider. This payment method is used internally to record the discount as a payment entry on the order, keeping the financial records balanced.
Series Linking
You can optionally link a promo code to a specific trip series. When linked, the code can only be used on orders for trips within that series. This lets you create targeted promotions for specific trip categories.
Deletion Rules
Promo codes that have been used (have recorded usage) cannot be deleted. This preserves the financial audit trail. You can let unused codes expire naturally by setting a Valid To date.
Common Tasks
Creating a Promo Code
- Navigate to Data > Promo Codes
- Click Add
- Enter a name and the code customers will use
- Set the discount amount
- Choose the calculation type (Per Booking or Per Participant)
- Optionally set a usage limit
- Optionally set validity dates (Valid From / Valid To)
- Optionally link to a trip series
- Click Save
Tracking Promo Code Performance
View the usage count and total amount discounted for each code. This helps you understand which promotions are most effective and how much revenue they cost.
Expiring a Promo Code
Set the Valid To date to today's date to effectively expire a code immediately. Customers will no longer be able to use it during checkout.
How It Connects
- Payment Methods — Each promo code creates an associated payment method for internal tracking.
- Trips — Codes can be linked to specific trip series for targeted promotions.