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Promo Codes: Insert Dynamic Promo Codes in Registration Confirmation Messages
Promo Codes: Insert Dynamic Promo Codes in Registration Confirmation Messages

Learn how to generate a dynamic promo code and insert it automatically into registration confirmation emails

Updated over a week ago

The ClearEvent platform now makes it easier than ever to reward your registrants with personalized promo codes—without any manual intervention. By embedding a special placeholder in your form messages, you can automatically generate and include a unique promo code in registration confirmation, approval, or declined emails.

In this article, you’ll learn how to use the new {{CreatePromoCodeFromTemplate: PROMOCODE}} placeholder to embed dynamic promo codes in your email communications.

Overview

When a registrant submits a registration, you can automatically generate a promo code from a pre-defined Promo Code template. The new promo code that is inserter is created based on the registration’s Confirmation Code, is immediately published, and then seamlessly inserted into the email message sent to the registrant. This process eliminates the need for manual code creation and streamlines both automatic and manual registration approval workflows.

How It Works

  1. To automatically insert a dynamic promo code into your registration confirmation messages, first, go to the Event Manager App > Registration section > Forms tab and edit the desired form.

  2. In the Form Designer, select the Settings tab.

  3. Insert the following placeholder syntax into any of the following form message fields:

    • Confirmation Message

    • Approval Message

    • Declined Message

    Syntax:

    {{CreatePromoCodeFromTemplate: TEMPLATE_PROMOCODE}}


    Replace the TEMPLATE_PROMOCODE placeholder with the Promo Code identifier of the template you want to use.

  4. Registration and Code Generation:

    • Auto-approval Forms: When a registration is received, the system immediately generates a new promo code, based on the template, using the registrant’s Confirmation Code and publishes it. This newly published promo will then be included in the registration confirmation messages.

    • Manual Approval Forms: The promo code is only generated and published once the registration is approved. Once approved, the newly published promo will then be included in the registration confirmation messages.

  5. Email Delivery:
    Once the promo code is created, the placeholder in the registration confirmation email message is replaced with the unique code (e.g., “XHY72638”) before the email is sent out to the registrant.

Limitations:

You can include a maximum of one (1) placeholder per message field.

Step-by-Step Instructions

  1. Prepare Your Promo Code Template

    Before embedding the dynamic code, ensure you have created a promo code template in ClearEvent:

    1. Log in to your ClearEvent account and go to the Event Manager App > Promo Codes section.

    2. Create or identify the promo code template you wish to use (e.g. SUMMER2025TEMPLATE).

  2. Edit Your Form Messages

    1. Go to the Event Manager App > Registration section > Forms tab, and edit the form you wish to modify.

    2. Go to the Settings tab and locate the Confirmation Message, Approval Message, or Declined Message.

    3. Insert the placeholder into the message text:
      Example:

    Thank you for registering! Your unique promo code is: {{CreatePromoCodeFromTemplate: SUMMER2025TEMPLATE}}

    In this example, SUMMER2025TEMPLATE is the identifier of your promo code template.

  3. Save and Test

    1. Save your changes.

    2. Submit a test registration to verify that:

      1. The promo code is generated only when the registration is approved.

      2. The generated promo code replaces the placeholder in the outgoing email.

Important Considerations

  • Single Placeholder Rule:

    • Each email message field can include only one instance of the {{CreatePromoCodeFromTemplate: PROMOCODETEMPLATE}} placeholder.

  • Approval Settings Impact:

    • For auto-approval forms, the promo code is generated immediately upon registration.

    • For manual approval forms, ensure that the promo code is generated only after you approve the registration.

  • Template Accuracy:

    • Verify that you use the correct promo code template identifier. An incorrect or misspelled identifier may prevent the code from being generated.

By following these steps, you can easily embed dynamic promo codes into your registration emails on the ClearEvent platform, enhancing your promotional efforts and saving valuable time. For further assistance or any questions, please contact our support team.

Happy promoting!

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