How to Set Up and Use Promo Codes

Modified on Mon, 6 Jul at 9:00 AM

Offering discounts is a powerful way to incentivize early registrations, manage corporate client contracts, or run seasonal marketing campaigns. In CPR Enroll, you can manage discounts through two distinct styles: unique individual codes or mass-generated voucher batches.

This guide walks you through creating promo codes, linking them to courses, and tracking their usage.

Where Promo Codes Live in CPR Enroll

Promo codes interact with multiple areas of your platform:

The Launchpad: Your central hub for creating, editing, and auditing active codes via the Promo Code card.
The Course Builder: Where you can restrict specific promo codes so they only apply to select classes or certification tiers.
Reporting: The checkout ledger tracks every applied code, allowing you to see exactly which promotions are driving enrollment.

Accessing the Promo Code Workspace

To view your existing discounts or create a new one, start at the Launchpad:

Locate the Promo Code Card and click the Manage button.
You will be directed to the Promo Code List Window, which displays your active, scheduled, and expired discounts.
Click the + Create Promo Code button in the upper-right corner to open the configuration modal.

From here, you must choose between an Individual Code or a Voucher Code.

Option 1: Creating an Individual Code

Use this option when you want to create a single, memorable code word (e.g., EARLYBIRD10) that can be shared publicly or distributed to a specific audience.

1.Define Code & Timing: Required.

Enter your custom phrase in the Code field. Pick a Start Date, and optionally set an End Date (leave this completely blank if you want the discount to never expire).

2.Target a Client or Course: Optional.

If this code belongs to a specific corporate account, select them in the Client dropdown. To limit the discount to certain classes, check the box labeled Check if you want to apply this to selected courses and choose your targets.

3.Configure the Discount Value: Required.

Under Type, select either Dollars off (flat rate) or Percentage off. Input your value in the Discount field.

4.Set Advanced Rules & Limits: Optional.

# of Uses: Specify a cap to limit total usage. Leaving this blank makes the code infinite.
Apply discount to Add-ons & Shipping: Check this if the discount should lower the price of physical textbooks or extra materials alongside tuition.
Apply as Deferred payment only: Toggling this ensures there is no actual reduction to the total balance due; instead, it flags the balance to be collected later.

5.Create the Code: Finalize.

Click the Create button at the bottom of the window to activate your code.

Option 2: Mass-Generating Voucher Codes

Use this option when you need a batch of distinct, randomized codes (up to 1,000 at a time). This is ideal for selling seat bundles to a corporate manager who needs to distribute unique codes to their employees.

1.Set Description & Timing: Required.

Provide an internal Description to easily track this batch later. Establish your Start Date and optional End Date.

2.Determine Batch Scale & Values: Required.

Set your Discount Type (Dollars or Percentage) and input the Discount Value. In the Number of Codes field, specify how many unique keys you want to generate in this batch (accepts values from 1 to 1000).

3.Link to Classes & Clients: Required.

Vouchers require explicit boundaries. Use Link to Classes to restrict which courses these vouchers can redeem. Use Link to Clients to attach the batch to a corporate partner's profile.

4.Configure Global Settings: Optional.

Choose whether to apply the rules to Add-ons & Shipping or process the batch strictly as a Deferred payment only.

5.Generate the Batch: Finalize.

Click Generate Code to create your bundle. You can then export these keys to share with your client.

How Students Apply Codes at Checkout

When a student selects a class and proceeds to the checkout summary page, they will see a promotional input field alongside their order details.

The student types the code exactly as created (codes are not case-sensitive but must match characters perfectly) and clicks Apply.
The system instantly updates the balance breakdown, reflecting the flat dollar or percentage deduction before they input their payment information.
If a usage cap has been met or the end date has passed, the checkout page will display an error message stating the code is invalid or expired.