HubSpot Discount Feature
Imagine you have a special group of contacts in HubSpot 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 HubSpot to give the discount, like if the ticket holder's email address is in your HubSpot account and if there is a value in their contact record that identifies them as part of the special group.
To make this work, you must integrate HubSpot 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 3 fields will appear:
Select Integration - this will default to HubSpot
Select Field - this is the contact field that will have the information that qualifies the registrant to have a discount
Enter Required Value - this value should be in the contact 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 HubSpot. The discount will not apply to the other ticket holders who do not have the required value in HubSpot. 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 HubSpot 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 HubSpot member's email address is placed only in the ticket holder email field and not the ticket buyer email field. |
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Ticket Holders | If during registration the qualified HubSpot 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 HubSpot member's email address is placed only in the ticket buyer email field and not the ticket holder email field. |
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Test if it Works
Prepare a sample qualified contact in your HubSpot 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 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.
Will the discount apply if the contact's email address is added only to the ticket holder's information?
No, it will only work if the contact's email address is added to the buyer's information.
Which discount code will apply If there are 2 discount codes for 1 ticket type?
The first discount code created will apply. To avoid confusion, assign only 1 discount code with validation for each ticket type.
Can the discount be applied to all tickets in the order or only 1?
This will depend on your discount code settings. We suggest selecting "Per Ticket" instead of "Per Order" so that the discount will apply accurately to qualified ticket holders.