Discount Campaigns - Article
Summary
Discount campaigns allow administrators to apply flexible pricing strategies across the learning platform. Discounts can be triggered automatically through user profile rules or manually through coupon codes, supporting promotional campaigns, partner pricing, and structured training access models.
In this article you will learn:
- How to create automatic profile-based discounts
- How to create and manage coupon codes for campaigns
- How audience rules determine who qualifies for a discount
- How different discount types interact during checkout
Overview
Discount Campaigns allow administrators to create flexible pricing strategies across the platform. Discounts can be applied automatically based on user profile attributes or manually through coupon codes.
This enables scalable commercial models such as member pricing, partner discounts, campaign promotions, or structured access tiers—while ensuring consistent pricing across the purchasing journey.
Administrators can configure discount rules that determine who receives a discount, where it applies, and how it interacts with other discount types.
With Discount Campaigns you can:
- Create automatic discounts based on user profile criteria
- Apply discounts to specific activities or across the entire catalog
- Define audience rules using profile attributes with AND/OR logic
- Use coupon codes for targeted campaigns or promotions
- Ensure predictable pricing when multiple discount types exist
Discount Campaigns are managed centrally and follow a defined application order to ensure transparent and predictable pricing behavior.
Typical use cases and pricing strategies:
- Member pricing—Offer automatic discounted pricing to members based on role or organization type
- Partner programs—Provide preferred pricing to partner organizations or strategic customers
- Promotional campaigns—Distribute coupon codes during marketing campaigns, webinars, or events
- Department or role-based access—Provide different pricing structures based on internal roles, departments, or job functions
- Regional or language campaigns—Target users by language or location to run region-specific pricing promotions
These scenarios allow pricing to adapt dynamically to who the user is, reducing manual administration and improving the purchasing experience.
Where To Manage Discount Campaigns
Navigate to: Course Administration → Discount Campaigns
The interface contains two configuration tabs.
| Tab | Purpose |
|---|---|
| Discounts | Create automatic profile-based discounts that apply dynamically based on user attributes |
| Coupons | Create coupon codes that users can enter at checkout to receive a discount |
Discounts Tab (Profile-based Discounts)
Profile-based discounts apply automatically when a user’s profile matches the defined audience criteria. These discounts are typically used for structured pricing models such as member pricing, partner programs, or internal training access.
When configured, eligible users see the discounted price throughout the purchasing journey, including storefront listings, activity pages, and checkout.
Creating a Discount
- Navigate to Course Administration → Discount Campaigns
- Open the Discounts tab
- Click [Create]
- Configure the discount settings
Configuration Fields
| Field | Description |
|---|---|
| Title | Name used to identify the discount |
| Discount percentage | Percentage reduction applied to the activity price (supports decimals) |
| Applicable activities | Apply the discount to all activities or select specific ones |
| Target audience | Define profile rules that determine who receives the discount |
Audience targeting is based on user profile attributes such as Role, Language, and Tags (for example Job function, Department, Workplace, Type, or Category). By combining these attributes, you can build a flexible discount structure that targets specific user groups based on their profile data. Multiple audience rules can be configured, and logical conditions determine how they interact:
- AND / OR logic between vocabularies—Different profile attributes (such as Role, Language, or Member Type) can be combined using AND or OR conditions.
- AND means the user must match all selected criteria
- OR means the user can match any of the selected criteria
- OR logic between tags within a vocabulary—When multiple tags are selected within the same attribute (for example several member types), a user only needs to match one of those tags to qualify for the discount
This allows administrators to create precise audience targeting for commercial or organizational pricing models.
How Users Experience Profile-based Discounts
When a user meets the configured criteria:
- The discounted price appears on the Storefront
- The Activity description page shows both the original and discounted price
- The Checkout flow calculates the correct final price automatically
Discount information is also visible in:
- Order confirmation emails
- Invoice emails
- Transaction records
If a user qualifies for multiple discounts, the highest applicable discount is applied.
Discounts List and Management
The Discounts list provides an overview of all profile-based discounts configured on the platform and allows administrators to manage them.
Each discount entry displays key information such as the discount title, percentage value, and applicable activities, helping administrators quickly identify and manage active pricing rules.
From the Discounts list, administrators can perform the following actions:
| Action | Description |
|---|---|
| Create | Create a new profile-based discount by defining the discount value, applicable activities, and audience criteria |
| Edit | Modify the configuration of an existing discount, including its percentage, activities, or audience rules |
| Delete | Remove a discount that is no longer needed |
| Search | Locate discounts quickly by title or configuration |
Profile-based discounts apply automatically when a user’s profile matches the configured audience criteria. Because these discounts may affect large user groups, administrators should review changes carefully before saving them.
Maintaining a clear structure for profile-based discounts helps prevent overlapping rules and ensures predictable pricing behavior across the platform.
Coupons Tab (Code-based Discounts)
Coupons allow administrators to create discount codes that users can enter during checkout. These are commonly used for promotional campaigns, partner offers, or event registrations.
Creating a Coupon
- Navigate to Course Administration → Discount Campaigns
- Open the Coupons tab
- Click [Create]
- Configure the coupon settings
When creating a coupon you can configure:
| Field | Description |
|---|---|
| Title | Name used to identify the coupon |
| Discount type | Percentage or fixed price discount |
| Coupon code | Custom code or system-generated code |
| Usage limits | Single-use, limited uses, or unlimited |
| Expiration date | Optional deadline for coupon usage |
| Applicable activities | Restrict coupon usage to selected activities |
Percentage discounts support both whole numbers and decimal values.
Coupon lists can be exported for reporting, campaign management, or distribution purposes. Since coupons typically need to be shared with users, exporting them makes it easier to distribute codes to partners or campaign participants.
For example, when offering partner discounts for a limited number of seats, administrators can export a list of coupon codes and allow partners to distribute them to their users. Usage information can also be monitored and shared when needed, providing useful documentation for campaign performance or internal reporting.
In some cases, it may be more practical to create a single coupon code rather than multiple unique codes. Administrators can control how the code is used by configuring parameters such as:
- Number of allowed uses
- Validity period
- Optional expiration date
Whether codes should be unique or shared typically depends on how the audience distributes them. Some partners may publish a shared code on an intranet or website, allowing users to redeem it independently. In other cases, administrators may prefer unique codes when the intended recipients are known in advance.
For public marketing or social media campaigns, the coupon code is often displayed directly as part of the promotion. Engagement is then controlled through conditions such as limited availability (e.g., “first 20 users”) or time-based validity (e.g., “valid until a specific date”).
Using Coupons
Users can apply a coupon (one) during the checkout process.
Important behavior:
- Coupons apply only to paid activities
- Discounts apply to the training price, not additional products
- Coupons are applied after other discounts
Managers can also use coupons when enrolling participants on behalf of their team.
Coupons List and Management
The Coupons list provides an overview of all created coupon codes and allows administrators to manage them.
Each entry displays key information such as the coupon code, discount value, usage limits, and usage status, helping administrators track active and redeemed coupons.
Selecting a coupon from the list opens a details view, where additional information about the coupon is displayed. This may include details such as the discount configuration, usage history, and which user redeemed the coupon.
From the Coupons list, administrators can perform the following actions:
| Action | Description |
|---|---|
| Create | Create a new coupon code with defined discount value, usage limits, and applicability |
| Edit | Modify the configuration of an existing coupon |
| Suspend | Temporarily disable a coupon so it can no longer be used |
| Resume | Reactivate a previously suspended coupon |
| Export | Download a report containing coupon information |
| Search | Locate coupons quickly by code or configuration details |
Suspending a coupon is useful when a code should no longer be used but should remain visible for tracking or reporting purposes.
Viewing Coupon Details
Clicking a coupon in the list opens its details view, where administrators can review additional information such as:
- Coupon configuration and discount value
- Usage limits and expiration settings
- Whether the coupon has been used
- Which user redeemed the coupon (when applicable)
This view helps administrators monitor coupon usage and manage campaigns more effectively.
Exporting Coupons
In addition to managing coupons directly from the list, administrators can export coupon data for reporting or distribution purposes.
The Export option generates a spreadsheet file (XLSX) containing the configured coupons and their usage details.
The export typically includes information such as:
- Coupon code
- Discount type and value
- Usage limits
- Number of times the coupon has been used
- Expiration date (if configured)
- Applicable activities
Exporting coupons can be useful when:
- Distributing coupon codes to partners or campaign participants
- Tracking campaign performance and redemption rates
- Sharing reports with internal teams or stakeholders
For example, administrators may create a batch of coupon codes for a partner promotion, export the list, and allow the partner to distribute the codes to their audience.
When To Use Discounts vs Coupons
Discount Campaigns support two different mechanisms for applying discounts. Choosing the right one depends on whether the discount should apply automatically or only when a code is entered.
| Use this | When you want to | Example scenario |
|---|---|---|
| Discounts (profile-based) | Automatically apply discounts based on who the user is | Members receive 20% off all courses |
| Coupons (code-based) | Provide a discount only when a user enters a code | “SUMMER2025” promotion during checkout |
| Discounts (profile-based) | Manage structured pricing models for different audiences | Partner organizations receive preferred pricing |
| Coupons (code-based) | Run limited marketing campaigns or event promotions | Webinar attendees receive a special discount code |
| Discounts (profile-based) | Maintain long-term pricing structures that scale automatically | Employees in a specific department receive internal pricing |
How Discounts Are Applied (Pricing Flow)
When multiple discount mechanisms exist, the platform applies them in a defined order to ensure predictable pricing behavior. Administrators should carefully consider how different discount types interact, particularly when combining discounts, coupons, and organization-level discounts.
Organization-level discounts are configured separately at the organizational level and may apply broadly across activities. Because of this, it is important to review how these settings interact with Discount Campaigns to avoid unintended pricing outcomes.
The sequence follows the purchasing flow: Original activity price → Discount (profile-based discount) → Organization-level discount → Coupon (entered during checkout) → Final price.
Example Pricing Flow
| Step | Calculation |
|---|---|
| Original price | $100 |
| Discount (Profile-based) (20%) | $100 → $80 |
| Organization discount (30%) | $80 → $56 |
| Coupon (10%) | $56 → $50.40 (final price) |
Important rules:
- Discounts are applied sequentially
- Discounts of the same type do not accumulate
- If multiple Discounts (profile-based) apply, the highest one is used
- Taxes are calculated on the final discounted price
Quick Setup Guide
If you want to create a new discount quickly, follow these steps:
- Go to Course Administration → Discount Campaigns
- Choose the appropriate tab: Discounts or Coupons
- Click [Create]
- Configure the discount (title, percentage or value, applicable activities)
- Define the target audience or coupon settings
- Save the configuration
Once saved, the discount becomes active immediately and eligible users will see the updated price during the purchasing process.
Best Practice Recommendations
Discount Campaigns provide powerful tools for managing pricing and promotions. The following practices can help ensure your discount strategy remains clear, scalable, and easy to manage.
| Best practice | Recommendation | Examples |
|---|---|---|
| Design discounts with a clear purpose | Define the goal of each discount before creating it. A clear objective helps avoid overlapping rules and unexpected pricing outcomes | Member pricing, partner pricing, promotional campaigns, internal training access |
| Use profile-based discounts for long-term pricing models | Automatic discounts based on user profiles are ideal for stable pricing structures. They apply automatically and reduce administrative work because no codes need to be distributed | Member benefits, partner programs, internal employee training pricing |
| Use coupons for short-term promotions | Coupons are best suited for temporary campaigns where discounts should only apply when a code is entered during checkout | Marketing promotions, event registrations, limited-time offers, webinar or conference incentives |
| Keep audience rules simple | While complex targeting is possible, simpler rules are easier to manage and troubleshoot. Avoid unnecessary combinations of profile criteria | Example rule: Participant = Member |
| Test discounts before launching | Always test a discount before activating it to confirm that the correct price appears throughout the purchasing flow | Check the price on the storefront listing, activity description page, and checkout flow |
| Review discount campaigns regularly | Periodically review your discount campaigns to keep pricing structures clean and accurate | Remove outdated campaigns, adjust pricing strategies, verify audience targeting |
Related Configuration Concepts
Discount Campaigns are part of the platform’s broader pricing and purchasing framework. Understanding the following related features can help administrators design effective pricing strategies.
Organization-level Discounts
Organization discounts allow administrators to define pricing adjustments for specific organizations or customers. These discounts are applied after Discounts (profile-based) and before coupons.
Typical use cases include:
- Preferred pricing for key customers
- Corporate training agreements
- Contract-based pricing models
Storefront Pricing
The storefront displays the final pricing users see while browsing training activities. When discounts apply, both the original price and discounted price may be visible to users before checkout.
This helps provide transparency and encourages purchasing decisions.
Manager-led Enrollments
Managers can enroll participants on behalf of their team members. When doing so, the platform evaluates discount eligibility individually for each participant, ensuring the correct price is applied based on each user’s profile.
Subscriptions
Subscriptions allow users to access multiple activities under a recurring pricing model. Discounts created through Discount Campaigns do not affect subscription pricing, as subscription pricing is managed separately.
Profile Attributes
Profile attributes such as role, department, job function, and language are used to define the audience for automatic discounts.
Maintaining well-structured profile data improves the accuracy and effectiveness of profile-based pricing strategies.
When planning pricing strategies, first define who should receive the discount, then decide whether the best approach is automatic (profile-based) or code-based (coupon).