Some companies offer specials or "coupons" for certain programs. You may want to offer an Early Bird Special when signing up for a class or any other kind of special. Enrollsy allows you to attach Coupon Codes to your programs for these offers. You can also use Program Discounts and/or Individual Account Discounts.
Enrollsy allows you to attach ONE Coupon Code to any program. Customers can only put in one Coupon Code at a time in Enrollment. However, you CAN do a combo using two discounts at once.
How Coupon Codes Work
The coupon code is a percentage off of the total amount due (currently, Coupon Codes are only available in percentages).
The system automatically divides the total amount due between the payments set up in a Payment Plan. Customers will get that percentage off what’s due at enrollment and on any Payment Plan they choose.
NOTE: If an amount of a coupon code is edited AFTER someone has used it to enroll, and they have one or more Payment Plans, you will have to manually edit their individual Payment Plans.
See this article for steps on how to create a Coupon Code.
How to Attach a Coupon Code to a Program
If you haven't already created one or more Coupon Codes, see this support article for steps. If you have created one more Coupon Codes and would like to know how to attach them to one or more Programs, please take a look at the steps below.
Head to the Programs page. Here you add one or more Coupon Codes to just one Program or to multiple ones.
Attach to One Program
To attach Coupon Codes to one Program, follow these steps.
Click the pencil icon beside the Program to open up the Program Editor.
Next, click on "Enroll Form" on the menu. There you will see the "Coupon Codes" section. Click the down arrow to see a list of created Coupon Codes.
Check the box beside each Coupon Code you want to add to the Program. When finished, click off to the side of the window to close it.
If you successfully attach the Coupon Codes, you will see the number of Coupon Codes selected.
Be sure to click the "Save" button to save the changes made to the Program.
Attach to Multiple Programs
To attach Coupon Codes to multiple Programs at once, follow these steps.
Select the Program on the left side by checking the boxes. Then click the bulk pencil icon that appears on the top right to open up the Program Editor.
Next, click on "Enroll Form" on the menu. There you will see the "Coupon Codes" section. Select the switch to the far right of the Coupon Codes section to enable it for editing.
Click the down arrow to see a list of created Coupon Codes. Check the box beside each Coupon Code you want to add to the Program. When finished, click off to the side of the window to close it.
If you successfully attach the Coupon Codes, you will see the number of Coupon Codes selected.
Be sure to click the "Update" button to save the changes made to the Program. You will see a warning message pop up to verify that you want to bulk update the Programs selected. Click the "Update" button again to save the changes made.
Where Coupon Codes are on the Enroll Form
If you have already created the Coupon Code(s), be sure you have attached them to the proper Program(s) (by selecting them under the "Enroll Form" settings in your Program editor). Click here for instructions on how to attach Coupon Codes so they can be used by your customer(s).
Note that coupon codes cannot be applied retroactively or used if you are making a payment outside the enrollment process. If you experience issues, check if the coupon code is properly associated with the program during enrollment.
If the Coupon Code is not selected on the Program, the Coupon Code blank will not appear on the Enroll Form!
When a Customer enrolls, once they choose the Program that the Coupon Code is attached to, in the current enrollment card, a Coupon Code blank will appear (see below for an example).
If the coupon code blank does not appear, double-check that the code is linked to the selected program. Ensure you are within the enrollment flow for the program to access the coupon field.
Troubleshooting Tip #1: Ensure each coupon code is correctly linked to its specific program. Errors in association will prevent the coupon field from appearing during enrollment.
Troubleshooting Tip #2: Make sure you are completing the enrollment flow as coupon codes can only be applied during this process.
Once the Customer enters the Coupon Code, the system will show that the code has been applied.
Below the enrollment card will be the plan costs. The Coupon Code will appear below the Charge Item it is applied to for any fees due now. In the example below, the Coupon Code is taking 25% off of $50, which leaves $12.50.
If the Customer chooses a Payment Plan, any amount due on that Payment Plan will show. In the example below, the total of the Payment Plan is $200. The Coupon Code is taking 75% off of $200, which leaves $50.
At the end of the enrollment, if there is anything due at enrollment, totals will be shown again, including the Coupon Code and the amount taken off of the Charge Item. In this example, the Coupon Code was for 75% off the Camp Fee. The Camp Fee is $50, so the Coupon Code is taking $12.50 off (75% of $50).
How to Add Coupon Codes to the Enroll Form
If you need to add Coupon Codes to your Enroll Form for your Customers, there are two options:
Option 1 - Enroll Form Field
Create a field on the general Enroll Form. Follow these steps to add a field to the Enroll Form:
Access your Enroll Form by visiting My Company > Forms > Enroll Form.
Choose the section you want the internal field in (Account Info or Enrollee Info.
Click the plus button and a list of the field types will appear. From the list, choose the type and enter the label of that field. Click Add to add the field. See Field Types below for the different field types you can use.
Option 2 - Program Form Field
Create a Program Form (in the Program Selection on the Enroll Form), which can be questions attached to the Program selection and shown in between the Program choice and the Coupon Code. Follow these steps.
The Program Form can be found on your Forms page at the very bottom of the Enroll Form under the Programs Selection section.
Click the plus button and a list of the field types will appear. From the list, choose the type and enter the label of that field. Click Add to add the field. See Field Types below for the different field types you can use.
Field Types to Use
There are many ways to add Coupon Codes to the Enroll Form and many field types to choose from. Here are some example field types you can use:
Formatted Content Field Only
You can provide a list of Coupon Codes with the corresponding Programs in a Formatted Content field:
Question/Conditional Formatted Content
You can ask a question and based on the answer given, the Coupon Codes are shown. In that instance, you could add either a text field or a single/multi-select field. Then have a Conditional Formatted Content field where you can include the Coupon Code.
How to Tell if a Coupon Code was Used During Enrollment
When someone enrolls in your Program(s), they may have the option to enter a Coupon Code if you've created one and made it available for use in that Program (for help creating Coupon Codes, click here).
Transaction History
When a Coupon Code is used, the Discount Item you attached to it, along with the actual Coupon Code itself, will be displayed in the Transaction History in the person's Account.
Billing Page
When a Coupon Code is used, the coupon will also show under "Internal Billing Notes" on the customer's Billing page on the Enrollment Card.
Troubleshooting Coupon Codes at Enrollment
If the system is asking for payment despite applying a 100% off scholarship coupon code, it could be due to a few reasons.
Ensure that the coupon code is attached to the correct program by checking the "Enroll Form" settings in your Program editor. If the coupon code is not properly attached, it will not apply the discount as expected.
Be sure the coupon code is taking off the percentage of all charge items. The issue could be that the coupon code is set up to only take a percentage off one specific charge item.
Additionally, it's important to note that customers can only use one coupon code at a time during enrollment. If you have attempted to apply the same 100% off coupon code to two participants simultaneously and the system is not accepting it, you may need to enroll each participant separately with the coupon code applied individually.
If you have followed these steps and the issue persists, you may need to manually adjust the payment plans or contact support for further assistance. Remember that if the amount of a coupon code is edited after it has been used for enrollment, any existing payment plans will need to be manually edited as well.