Altru Ideas

Add a promo code to record/transaction after the fact

We have noticed, since implementing altru, that members are not seeing the field to enter the promo code/discount code, but then realizing it later and emailing or calling to tell us about the extra month of membership or $$ off they should have gotten.  I want to be able to add that code to the membership so that it will give them the extra month (or whatever) and be available for reporting, but was told by support that the transaction cannot be changed once it is complete.  The suggested work around, refunding the order to exchange and reapplying, seems cumbersome.  i just want to add the code to the record.

 

Either that, or improve the web forms so that members are not as confused/lost when they are entering their information and i can get the promo code from the get-go.

  • Lori B
  • Jan 29 2018
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  • Sarah Andrews commented
    December 05, 2022 13:55

    yes, the ability to add the promo after the fact would be a big help. When processing a big batch, sometimes the promo is omitted or there is a typo (eg: FY23DM1 instead of FY23DM11) Currently, I can't even see that the member got the wrong promo without running a query and can't fix it if I do find the error.