Special is not applying to quotes

Skylar P. shared this question 2 years ago
Answered

I have a special set-up for a discount on tables and chairs in the off season. It is in my promo page as Winter/Spring Discount 2022/23. Can you take a look and tell my why this isn't working when I go to our site and make mock quote?

Thanks

Comments (19)

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Good afternoon, I have this special working for you!

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Thank you! Do you know how I can send a newsletter to past customers advertising our promo to everyone except those that already have reservations from now until next March?

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Also going with the newsletter question, we have some customer profiles that have the same email address in both, is there a way I can make sure it only gets sent to each email address one time?

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I tested the quote page and the special applied to an earlier quote but is no longer applying, have tried a few times now

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newsletters only go to each email address once

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I fixed it again, it's working.

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Thanks!

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You're welcome!

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Oh I forgot to ask, how do I apply the special to a lead that I am making on our end in the lead page? Or do I have manually discount the tables and chairs?

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Thank you, I think I might have been looking at a lead that somone made this morning before I activated the promo and it wasn't prompting a change

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Anytime, have a great day!

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Hi Jen,

I am still having trouble with the special, it is working but not calculating correctly. are you able to give me a call?

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Are you wanting it to be that they have to rent at least $19 in order for the discount to apply?

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Hi Jen,

I went back into the special page and yea I don't know where that $19.00 number came from. I think I have it working now, I will test more and let you know if there is any issues. One more question, I am making a filter for customers I don't want the promo to go to, I can filter that by "lead" right or do I need to filter by customer?


Thanks,

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I read the article, I don't see any details about the question I have. If I dont want an email to go to specific customers based off the date of their leads it will not go to them if I make a filter for those leads and set a restriction for that filter, correct?

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Correct!

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