Promotions (promo codes) settings

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 the collection of a valet order.

Unit promotions

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.

How unit promotions work

In the admin app, 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.

In the customer portal, the Promo code is at the bottom of the signup form (To apply the promo code to your order, simply enter the code and click anywhere outside the field. Your discount will be automatically applied.):