Contents


Overview

Promo codes can be used to (i) apply discounts to self storage units; (ii) track the efficacy of marketing campaigns; or (iii) automatically add credit to a customer's account upon successfully processing a the collection of a valet order.

Promotions

Unit promotions

*Specific to self storage setups

In the Main settings, click on the Promotions tab. Under the Unit promotions section, click on the + icon to setup a new promo code.


Code

The code to enter when adding a promo code to an order. Must be lower case and not include any spaces.

Title

What will appear in the invoice to describe the charge. If you have a dual language setup, you can set the respective name in the alternate language too.

Validity

Use the Valid from and Valid to dates to limit the validity. Leave you can leave Valid to blank if you want the promo code to not have an expiry date.

Sites

Choose the sites that the promo code should be applicable to. You can select multiple sites by using the shift / control / command key.

Accounting code

Select the accounting code that should apply to any line items in invoices related to this discount.

Rules

You can add up to 4 discount rules to apply to each promo code. Choose from a % discount or a $ discount (or a combination of both).

The Start month and End month refer to the months of rental that the discount should apply to. If you want the discount to apply to the first partial month for a user moving-in in the middle of the billing period, set the Start month to 0.

Self storage promo code

Valet promotions

*Specific to valet storage setups

In the Main settings, click on the Promotions tab. Under the Valet promotions section, click on the + icon to setup a new promo code. 

Code / ID

The promo code your customers will have to enter when creating an order. Promo codes are not case-sensitive.

Title

What will appear in the invoice to describe the charge. If you have a dual language setup, you can set the respective name in the alternate language too.

Validity

Use the Valid from and Valid to dates to limit the validity.

Note: Valet promo codes only provide a numerical amount of credit. Percentage discounts or a number of free months are not supported.

Valet storage promo code

How unit promotions work

When creating a move-in job for a user, you'll see available promo codes for that corresponding site in the Promo code drop-down selector. You can also click on Create custom promo to add a custom discount just for that move-in job.

Move-in promo codes

How valet promotions work

Using a promo code

When a customer creates a new order, they will be presented with a section to enter either a promo code or referral code. If the promo code is entered correctly and is valid, it will be added to the order. In the case that it doesn't match with what is setup, the customer will be alerted it is an invalid code and the order will not go through until this is updated or removed.

Valet Customer App promo code

Promo code credit

The promo code will be added to a user's account under the credit section once the collection job is successfully completed (i.e. the items are in storage). Credit can be viewed in a User's details page under the Credit tab.

Promo code credit



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