Important Note: The discount can only be applied if the ticket holder(s) has the the required value in their contact / lead record in Salesforce. The feature to apply it to ticket buyers is coming out soon. Stay tuned for updates!

Salesforce Discount Feature

Imagine you have a special group of contacts in Salesforce and want to offer them a discount when they sign up for your event. Instead of making them type in a discount code, the system will check if they are a part of that special group and automatically give them the discount if they are. To make this work, a validation must be set up in Accelevents and Salesforce to give the discount, like if the ticket holder's email address is in your Salesforce account and if there is a value in their contact or lead record that identifies them as part of the special group.

To make this work, you must integrate Salesforce with Accelevents and proceed with the next steps.

Create the Discount Code

Even though you're not giving the discount code to the registrant, you still need to create this to apply it upon checkout automatically.

Go to Registrations > Discount & Access Codes
Click Create New Code
Select Discount Code
Enter all the discount code details and settings. Click here for more information.

Note: Ensure you choose "Per Ticket" under applicable to, so the discount will apply only to the ticket holders who qualify.

Enable the Validation

In the discount code settings, select the 3rd Party Validation checkbox. The 3rd Party Validation is the setting that will determine the criteria to give registrants the automatic discount. Once selected, these fields will appear:

Select Integration - choose Salesforce
Select Field - this is the contact or lead field that will have the information that qualifies the registrant to have a discount
Enter Required Value - this value should be in the contact or lead field above for the registrant to have a discount
Applicable to:
- Choose Ticket Buyer if the discount will be given to all ticket holders in the order if the ticket buyer has the required value in Salesforce.
- Choose Ticket Holders if the discount will be given to the ticket holder(s) who has the required value in Salesforce. The discount will not apply to the other ticket holders who do not have the required value in Salesforce. Note that if you choose this settings, you must choose "Per Ticket" instead of "Per Order" in the previous applicable to setting to ensure that only those who qualify will get the discount.

Examples of Ticket Holder and Ticket Buyer Discounts

Ticket Buyer	If during registration the qualified Salesforce contact enters their email address in the Ticket Holder email address field, all attendees in the order will get a discount. They will not get a discount if the Salesforce member's email address is placed only in the ticket holder email field and not the ticket buyer email field.
Ticket Holders	If during registration the qualified Salesforce contact enters their email in the Ticket Holder email address field, this attendee will get a discount and other attendees in the order will not get a discount if they are not a member. They will not get a discount if the Salesforce member's email address is placed only in the ticket buyer email field and not the ticket holder email field.

Test if it Works

Prepare a sample qualified contact in your Salesforce account and register for the event. Test both scenarios wherein the qualified contact's email address is added only to the ticket buyer email field, and added only to the ticket holder email field to see if the proper discount will apply.

This will work for registrations through the event landing page, staff portal, manually added attendees in the admin console, and invoice (pay later) transactions. It will not work for uploaded attendees.

Frequently Asked Questions

What happens if the qualified contact / lead buys another ticket?

They can still buy another ticket with an automatic discount if you set the code as "unlimited" use per user.
To ensure that they only use the code once, change the settings to "limited" and indicate the number of times they can use it.
They will get an error message if they try to enter the code manually when it's no longer applicable.

Will the automatic discount work if the ticket holder's name differs from the contact?

Yes. It's the contact's email address used for the validation.

Which discount code will apply If there are 2 discount codes for 1 ticket type?

The first discount code created will apply if discount amount is the same. To avoid confusion, assign only 1 discount code with validation for each ticket type.
If the discount code have different amounts, the highest discount amount will apply.

Can the discount be applied to ticket holder and ticket buyer?

You can only choose 1 option per discount code.
If you try to set up 2 discount codes and apply discount 1 to ticket holder and discount 2 to ticket holder, the first created discount code will apply.