Manage discounts and coupons in New Forms

The Discount field in Finalsite Forms Plus lets you create conditional discounts that reduce the payment total based on form responses, dates, or coupon codes. Discounts are applied automatically when conditions are met, making it easy to offer early-bird pricing or promotional rates.

The Discount field (available in Forms Plus) allows you to apply automatic price reductions to your form. It behaves similarly to a Fee field, but instead of adding to the cost, it deducts a fixed dollar amount from the overall total at the end of the form.

This article will show you all of the options you have with the Discount field in managing pricing for your community via New Forms. 

In this article

• Offer a simple, automatic discount
• Create a coupon code
• Trigger a discount based on a specific question

While in the Forms module, scroll down in the + Add column until you see the Discount field. 

Here are some options available for you and your team via the Discount field. 

Offer a simple, automatic discount

Apply a discount deduction to every respondent automatically with this option. 

Add Discount field to a form and configure these settings in the right panel:

• Label: Enter the name of the discount as it should appear to the user (e.g., "Early Bird Special" or "Sibling Discount").
• Hint Text (Optional): Add a short sub-text to provide extra context, such as "Discount applied automatically to all registrations."
• Discount Amount: Enter the specific value to be deducted.

Create a coupon code

Use a discount or coupon code to restrict a price reduction to users who enter a specific phrase. This configuration ensures the discount field remains hidden and is not subtracted from the total unless the exact phrase is entered, using a combination of: Fee field, Discount field, Short answer field, and Conditional Rules.  

Step 1: Add fields

Add the following fields onto your form, configuring the settings listed beneath each:

• Fee field (Required): Set the price for what is being purchased or paid for through this form with a Fee field.
• Short answer field (Required): Add a Short Answer field to a form
  • In the Edit panel, set the Label to "Enter your Discount Code" (or similar).
  • Required Field: Toggle on
  • Character Limit: Set a character limit Max to make it easier for users to know whether a coupon code is accurate or not.
  • Field Validation: Determine which types of text you want to be allowed in this field: 
    • None, Letters (Alphabetic), Letters (Alphabetic with Spaces), Letters & Numbers (Alphanumeric), Letters & Numbers (Alphanumeric with Spaces), Numbers (Numeric).
• Discount field (Required): 
  • Label: Add a label
  • Discount Amount: Enter the discounted amount that will be applied to your total. 

Step 2: Configure Conditional Rules and add coupon code

Now that you have added the fields, you'll configure the Conditional Rules and add the coupon code so that the discount may be applied once the code is entered. 

• Discount field: 
  • Scroll down and expand out the Conditional Rules section to configure the following: 
    • Toggle on next to Field-Based.
    • Select Enter Coupon Code (or whatever your Short answer field is labeled). 
      
    • Select the option is exactly.
    • Carefully add your required secret coupon code, being sure to follow the Best practice for creating coupon codes. 

Step 3: Confirm and test your coupon code in your form

Click Update to save. Now, once the discount or coupon code is entered correctly, your discount will be automatically applied. 

Want the discount code to be triggered by a question in a form field? Learn how in the section, “Trigger a discount based on a specific question.”

Trigger a discount code option based on a specific question

You can set your form to reveal a discount code field only when a user provides a specific answer. For example, if you ask, “Are you a district employee?” and the user selects “Yes,” the coupon code field will automatically appear for them to enter their code and receive the discount.

Here's how it works!

Step 1: Add your fields

Add the following fields onto your form, configuring the settings listed beneath each:

• Fee field (Required): Set price for what is being purchased or paid for through this form with a Fee field.
• Dropdown field or Single-Choice field (Required)
  • Label: Add your question as a label, for example, "Are you a district employee?".
  • Choices: Add the options that will display in the dropdown menu.
  • Click Update to save your field.
• Short answer field (Required)
  • Label: Add the label, Enter your Discount Code
• Discount field (Required) 
  • Label: Add the label, Discount

Step 2: Configure your settings and Conditional Rules

Now that you have added the fields, you'll configure the Conditional Rules and add the coupon code so that the discount may appear once the criteria is met.

• Short answer field (labeled Enter your Discount Code): 
  • Scroll down and expand out the Conditional Rules section to configure the following: 
    • Toggle on next to Field-Based.
      • Select all in the dropdown in Show this field when [all] rules are met.
      • Select the label for your Dropdown or Single-Choice field. For example, "Are you a district employee?"
      • Select is any.
      • Select Yes or whatever criteria you will be setting for your Conditional Rules. 
      • This means, when a user answers Yes to the question, now the Enter your Discount Code field will populate. 
• Discount field 
  • Scroll down and expand out the Conditional Rules section to configure the following: 
    • Toggle on next to Field-Based.
      • Select all in the dropdown in Show this field when [all] rules are met.
      • Select your Short answer field label in the dropdown.
      • Select the option Is exactly.
      • Carefully add your required secret coupon code, being sure to follow the Best practice for creating coupon codes. 

Step 3: Confirm and test your coupon code in your form

Click Update to save. Now, once code is entered correctly, your discount will be automatically applied.