How to generate a promo code

This guide will explain how to create promotion codes for service plans and resources.

1. Login to the 2tCloud control panel as Reseller

2. Click on Classic Panel

3. Go to Billing

   

4. Go to Marketing

   

5. Click on Add new promotion

   

6. Fill in the required fields.
   - Name: Type a new promotion name into the Name field. We suggest using a descriptive enough name as it will make your future work with promotion easier.
   
   - Active: Select a promotion status (Active or Inactive) from the Status group.
   
   - Type: Select Promotion By Promo Code. Other types are available but we recommend Promotion By Promo Code.
   
   - Promo Code: Typea promotion code into the Promotion Code field. It is required to define promotion code using regular expression. For example, promo[0-9], with such regular expression you can give different customers different promotion codes (promo1, promo5 and the like). The promotion code is required for Promotion By Promo Code promotions and is ignored for other types of promotions.
   Note: The value of Promo Code field must be specified as regular expression. Supported regular expression standard is POSIX Basic and POSIX Extended.
   
   - Available For Activation: Set the time interval when promotion is available for activation in the Available for Activation fields. If a customer subscribes for a promoted service plan during this interval, he/she gets a discount for a period specified in the Applicable Period fields. Click the Calendar
   Icon next to the From field. From the dialog window that opens, select a promotion start date. Then specify promotion end date in the Until field.
   
   - Applicable Period: Specify how long will be the promoted period when a customer gets a discount in the Applicable Period fields. Click Calendar Icon next to the From field. From the dialog window that opens, select a start date of discounted period. Thn specify a discounted period end date in the Until field.
   Note: to make promotion termless for new sales, leave the From and the Until fields blank for promotion Applicable Period.
   
   - Applicability Condition: We do not recommend using this setting, we will specify the linked subscriptions later.
   
   - Applicable To Sales: Select the Applicable To Sales check box to make this promotion applicable to
   sales orders. The latter makes promotion applicable to service plans purchased from the online store or from customer's CP.
   
   - Applicable To Renewal: Select the Applicable To Renewal check box to make this promotion applicable
   to renewal orders. The latter makes promotion applicable to renewed subscriptions.
   
   - Applicable To Switch Plan: Select the Applicable To Switch Plan check box to make this promotion
   applicable to upgrade/downgrade orders. The latter makes promotion applicable to upgraded/downgraded subscriptions.
   
   - Per Customer Limit: Type a number of discounted subscriptions that a single customer can purchase into the Per Customer Limit field.
   
   - Subscription Limit: Type a total number of subscriptions that can be discounted under the promotion into the Subscription limit field.
   
   Click Add to finish creating the promotion.

   

7. Next, we have to link a Plan to the Promotion. Go to tab Promoted Plan and click on Add Promoted Plan

   

8. Setup the Promoted Plan:

   Subscription Period: Define if the promotion is applicable to any or one subscription period
   Service Plan: Select the applicable service plan for this promotion
   Limit Per Parent Subscription: The number of subscriptions where the promotion is applicable to. Leave this field empty for no limit
   Promotion Period: Define the promotion duration
   Promotion Prices: Setup the promotion price values, types (Fixed Price in € or %) and a fee description. The percentage is the amount of discount will be applied. This fixed price will overrule the normal price of the subscription.

   Click Save

   

9. It is also possible to create a promotion for Resources. Go to the tab Promoted Resources and click Add Promoted Resource

   

10. Setup the Promoted Resource:
    Service Plan: Select the applicable service plan for this promotion
    Resource: Select the applicable resource for this promotion
    Subscription Period: Define the promotion duration
    Promotion Prices: Setup the promotion price values, types (Fixed Price in € or %) and a fee description. The percentage is the amount of discount will that be applied. The fixed price will overrule the normal price of the resource.
    Click Save