Promotions (promo codes) settings

Promo codes can be used to (i) apply discounts to self-storage units; and (ii) track the efficacy of marketing campaigns.

Unit promotions

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

Code

The code to enter when adding a promo code to an order must be in lowercase and should 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. You can leave the "Valid to" blank if you want the promo code to not have an expiry date.

Sites

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

Accounting code

This code will be applied to the line items in invoices related to the discount and is crucial for accurate tax calculations. Ensure that the accounting code matches the one used for the rent.

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 to which the discount should apply. If you want the discount to apply to the first partial month for a user moving 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 field is at the bottom of the "Your order" 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.

Creating a fixed lower-price promo for an initial period

If you want to offer a promotion where the customer pays a fixed lower price (e.g., $X) for the first Y month(s), you can set this up using two discount rules.:

• Rule 1:
  • Set the type to %
  • Amount: 100 (to discount the full rental amount)
• Rule 2:
  • Set the type to $
  • Amount: -x (e.g., if the fixed lower price is $10, enter -10)