Effective From - Start date of the new promo code. This is the first day that the promo can be redeemed and be considered valid

Effective To - End date of the new promo code. This is the last day that the promo can be redeemed and be considered valid

Child Campaign - The name of the child campaign that consists of one or a group of promotion codes

Code Type - Select the applicable code type from the drop-down list.

• 1 mutli-use code - A single promo code that you can use as many times as you want.

• Many single-use codes - Zuora will auto-generate as many codes as specified with a prefix or suffix (if provided) with as many characters as specified.

• Many Multi-use codes - Zuora will auto-generate as many codes as specified with a prefix or suffix (if provided) with as many characters as specified.

If you select 1 Multi-Use Code for the Code Type field, complete the following fields:

• Initial Quantity - The number of promo codes that are initially issued. The value of this field cannot be changed after the initial configuration for single use

• Available Quantity - The amount of the remaining codes that can be redeemed. This number will change as promo codes are redeemed

• Code - Identify code value to be linked to the child campaign that will be used by customers.

• Many single-use codes - Zuora will auto-generate as many codes as specified with a prefix or suffix (if provided) with as many characters as specified.

If you select Many single-use codes for the Code Type field, complete the following fields:

• Prefix - Characters or numbers that are placed before the app generated code.

• Suffix - Characters or numbers that are placed after the app generated code.

• # Autogenerated Characters - The number of characters for each generated code.

• # Codes to Generate - The amount of the generated codes. An error message will be prompted if the number of auto-generated characters is insufficient to support the number of codes to be generated.

If you select Many Multi-use codes for the Code Type field. Complete the following fields:

• Prefix - Characters or numbers that are placed before the app generated code.

  • Suffix - Characters or numbers that are placed after the app generated code.

• Number of Autogenerated Characters - The number of characters for each generated code.

• Number of Codes to Generate - The amount of the generated codes. An error message will be prompted if the number of auto-generated characters is insufficient to support the number of codes to be generated.

• Redemptions Per Code - The number of times each code can be used.

Apply to all: All rate plans in tenant are eligible for promo code thus no specific selection of one or many rate plans is necessary

Apply to select: User must manually specify which rate plans can have the promo codes used against the

None - No discount.

Percent Discount Rate Plan - A percentage-based discount rate plan.

Fixed Amount Discount Rate Plan - A fixed amount discount rate plan.

Discount Rate Plan - The rate plan of the specified discount type. Only the active product rate plans that contain only one discount charge of the selected discount type will be displayed. The information of the selected rate plan will be automatically populated as default.

(Optional) Discount Percentage - Optionally enter a the percentage (without %) or amount to override the original discount. The default value is automatically populated based on the discount rate plan you selected.

(Optional) End Date (Default: Subscription_End) - The end date for the promotion code. It can be one of the following values:

• Do Not Override - With this option selected, the discount rate plan end date is used.

• Align to Subscription End Date - The default value. The promotion end date aligns with the end date of the subscription to which it is applied.

• Fixed Period after the Charge is Triggered - With this option selected, the promotion codes expire when the charge reaches a certain amount. You also need to configure the Amount and Unit of Time fields to determine the charge amount that triggers to end the promotion code.

(Optional) Billing Period (Default: Month) - The invoicing billing period. The default value is Month .

Discount Rate Plan - The rate plan of the specified discount type. Only the active product rate plans that contain only one discount charge of the selected discount type will be displayed. The information of the selected rate plan will be automatically populated as default.

(Optional) Discount Amount - Optionally enter a the percentage (without %) or amount to override the original discount. The default value is automatically populated based on the discount rate plan you selected.

(Optional) End Date (Default: Subscription_End) - The end date for the promotion code. It can be one of the following values:

• Do Not Override - With this option selected, the discount rate plan end date is used.

• Align to Subscription End Date - The default value. The promotion end date aligns with the end date of the subscription to which it is applied.

• Fixed Period after the Charge is Triggered - With this option selected, the promotion codes expire when the charge reaches a certain amount. You also need to configure the Amount and Unit of Time fields to determine the charge amount that triggers to end the promotion code.

(Optional) Billing Period (Default: Month) - The invoicing billing period. The default value is Month .

Click the Add Field button, and select the type of the custom field from one of the following options:

• String Field

• DateTime Field

Enter the key-value pair in the corresponding field. For example, enter the country in the Key field and United States in the Value field or enter the applicable date in the Date field.

Select the Validation check box if you want to enable the validation for the specified custom field.