Adding a promotional offer is a good way to engage new customers and also a good way to keep repeat customers coming back to your company for all their rental needs.
Adding fees is a great way to help out during the busy times especially the holidays, these fees could be used to help cover the cost of extra help or longer than usual working hours.
Using a legacy promotion would be a great way to set up a promotion or fee when no filter is necessary. If using filters to create your promotion/fee, please take a look at Promotions and Fees.
To add a legacy promotion, go to Settings-->Promotions & Fees. Click the drop down arrow next to the 'Add Promotion' button and select 'Add Legacy Promotion'
Promotions/Fees
Promotions and Fees have different types (coupon code, fee, special, and package) that behave different ways, but in general the following format applies to all of the types.
- You specify the requirements to qualify for the promotion or be charged the fee.
- You specify the reward for the promotion or in the case of a fee, the cost.
Specials
A Special is automatically applied when the criteria is met on your lead. To set up a special you will name it, set up time periods and then select any other requirements to invoke this special. Then, you'll define what the Reward is for the customer. For example: Rent 2 qualifying items and get 10% off Rental Total.
Coupon
A coupon is only invoked when the customer or administrator enters a coupon code. Customers type it in a text box during checkout, but when administrators click to add a coupon to a lead, they are given a list of valid coupons.
Packages
Packages can be triggered by clicking a link that contains the package information. The Event must still meet the defined requirements in order to show as an option. These are being phased out in favor of building packages in the rental inventory area. They have been kept to support legacy customers that are still using them.
Advanced rule packages are very different than all other promotions/fees. They allow you to define set prices for renting certain items by setting up rules. You may specify X number of items from categories as well as the ability to define "OR" conditions where you let the customer choose either one option or another. These are also being phased out and are scheduled to be replaced.
Fee
Fee's are similar to specials, but instead of a reward, when the fee is invoked by the requirements, a fee of a certain amount will be applied.
Automatically Recalculate
When this option is set, the promotion/fee will always update itself when changes are made. It also means you cannot delete the promo/fee. Instead, you would have to enter a promo/fee to offset it if you want to remove it. If a lead has a payment on it or the Contract Received date is not empty meaning a contract has been signed, we will present a warning message instead of altering the promotion/fee amount automatically.
Common Examples
Concession machine is $150 by itself, but $100 if rented with an inflatable. You will want to setup your concession machine price at $150, then create a special that says:
Rent 1: (select each inflatable), Get 1 Rental: (select each concession), $50 off.
Now if you also want them to get $50 off for each concession if they rent more than one (say they rent a bounce house and 2 concessions) then you should just change the Get # rentals to 99.
Max Capacity Fee: video
4th of July or other holiday fee:
Set up the fee so the event date has to be on that day and the requirement is $99999 and it will set it so that all events under this amount will be charged this fee.
