Promo Codes

Promo codes let you offer discounts through shareable codes. When you apply a promo code to an order, Itsy creates a dedicated discount line that reduces the order total by a fixed amount or a per-participant amount. You control how many times each code can be used, when it is valid, and which orders it can target.

How It Works

You create a promo code with a unique code, discount amount, and optional restrictions (usage limits, segment targeting, linked trip series). When a code is applied to an order, Itsy validates it, creates a discount line on the order, and updates the remaining balance. Each redemption is tracked, and the code becomes unavailable once it reaches its usage limit.

Key Concepts

Promo Code Properties

Calculation Types

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.

Applying a Promo Code to an Order

You apply promo codes from the order action menu, which is accessible from any tab on an order page:

1. Open the order action menu and click Apply promo code
2. A dialog opens with a searchable dropdown — search by code name or code
3. Select a code to see an instant preview showing the discount amount and the new remaining balance
4. Click Apply to add the discount

Once applied, the order header menu displays Promo code (CODE123) so you can see at a glance which code is active. The discount appears as a dedicated line in the order's payment summary.

Removing a Promo Code

After a code has been applied, opening the promo code dialog from the order action menu shows a removal view. It displays the discount amount currently applied and a Remove button. Removing the code deletes the discount line and restores the original balance.

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.

Targeting

You can narrow where a promo code is valid:

• Series — Link a code to a specific trip series so it can only be used on orders for trips within that series.
• Segments — Restrict a code to specific customer segments so only matching orders qualify.

These options let you create targeted promotions for particular trip categories or customer groups.

Deletion Rules

Promo codes that have been used (have recorded usage) cannot be deleted. This preserves the financial audit trail. To stop a used code from being redeemed further, toggle Is Active off.

Common Tasks

Creating a Promo Code

1. Navigate to Data > Promo Codes
2. Click Add
3. Choose the Calculation Type — Per Participant or Per Booking
4. Enter a Name and the Code that will be used when applying
5. Set the discount Amount
6. Optionally set a Usage Limit (leave empty for unlimited)
7. Optionally link to a Series to restrict the code to a specific trip series
8. Optionally select Segments to restrict the code to specific customer groups
9. Toggle Is Active on
10. Click Save

Applying a Code to an Order

Open the order you want to discount. Use the order action menu and select Apply promo code. Search for the code, preview the discount, and click Apply. The discount line appears in the order's payment summary immediately.

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.

Deactivating a Promo Code

Toggle Is Active off on the promo code to prevent it from being applied to orders. The code remains in the system for reporting and audit purposes, but it is rejected when someone attempts to apply it.

How It Connects

• Segments — Codes can be restricted to specific segments for targeted promotions.
• Trips — Codes can be linked to specific trip series so they only apply to matching orders.
• Orders — Applied promo codes appear as dedicated discount lines in the order's payment summary.