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How to Add a Discount to a Benefit Level: https://help.pm.leapevent.tech/a/879775
So you're building your membership program and you've created a Benefit Level - great! In this article, we'll show you how to add a automatic discounts (via Discount Codes) to your Benefit Levels.
Members at this Benefit Level will automatically get the discount applied when they purchase tickets with PatronPortal, or if you sell them a ticket via the PatronManager Box Office. Best of all, if a Benefit Level has multiple Discount Codes attached, the system will automatically give the member the best discount possible!
This should take about twenty minutes.
1. If you haven't yet, create the Discount Code the Benefit Level should have access to
While you're creating a Discount Code to be used with a Benefit Level, we recommend strong naming conventions. These make it easy for your staff when selling tickets over the phone and easy for your patrons to see which discounts they're getting when they buy online. Here are some good examples:
- 2025 Summer Discount - 50% - Limit 2
- Festival $5 Off - No Limit
- 24/25 Season - Comp. Tickets - Limit 10
To do: Hop over to our How to Create and Use Discount Codes article for step-by-step instructions.
Remember:
- You cannot add a "Buy X, Get Y Free" discount to a Benefit Level
- The Single Transaction Limit field cannot be used; use the Member Usage Limit field instead
2. If you didn't yet, associate Price Levels to the discount
You probably already did this when you created your Discount Code, but if not, you'll need to tell the system which tickets the discount can be applied to.
To do: Associate those Price Levels if you haven't already.
3. If you haven't yet, build your Benefit Level
For a discount to be added to a Benefit Level, they both need to exist! You probably already created your Benefit Levels, but if you didn't, now's your chance.
To do: Create the Benefit Level if you haven't already.
4. Discount Code and Benefit Level ready? Great, go to your Discount Code record now
If you're not already looking at it, use the App Launcher to find "Discount Codes", then click on the code you created:
5. Scroll all the way to the bottom and click Edit Benefit Level Associations
Don't see the Edit Benefit Level Associations button? That means one or more of the following:
- This is a "Buy X, Get Y Free" discount, and thus cannot be associated with Benefit Levels
- This discount has the Single Transaction Limit field filled in; to limit discount usage for members, use the Member Usage Limit field instead
This can happen if both the Single Transaction Limit and Member Usage Limit fields are filled in. Here's how to fix it!
5.1. Click Edit on your Discount Code
5.2. Copy the value in the Member Usage Limit field, then clear it out
We recommend copying the value and pasting it into a word processor or text document to save it.
5.3. Click out of the field
The Single Transaction Limit field should be visible once again!
5.4. Clear out the Single Transaction Limit field
5.5. Paste your Member Usage Limit value back into the field
5.6. Save
Now the Edit Benefit Level Associations button should be back!
6. Check the boxes next to the Benefit Levels that should use this discount and click Save
Done! Now when you look at that Benefit Level, you'll see the associated Discount Codes at the bottom of the page
Did you come from our Setting up Your Membership Program: Home article? Click here to go back and continue working!
When a member makes use of a limited discount, those uses are tracked on their Contact and Benefit record
If you set the Member Usage Limit on a Discount Code, PatronManager keeps track of the number of times that discount is used by a specific Individual or Household Membership. This ensures that the limit is upheld. You can view the number of times a limited discount has been used on the member's Benefit record via the Discount Code Usage Related List.
This Discount Code Usage Related List will show you how many times a member has taken advantage of their limited-use Discount Code via the Usage Count.
You can also see this Related List on the Contact record, but keep in mind that for Household Memberships the Discount Usage may be split among different Contacts in the Household. Refer to the Benefit record for the complete detail.
The Discount Code Usage related list is only populated once a member has used their member discount at least once. Don't be concerned if it doesn't appear!
If a discounted ticket is later refunded, the Usage Count drops accordingly, so it's possible to have a Usage Count of zero.