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Discount code reporting

Learn how to track and analyse discount code usage

Anni avatar
Written by Anni
Updated over 2 weeks ago

Please note: Discounts are available on the Lite plan or above.

The attendance report helps track the use of discount codes, showing which ones are popular, their value, and who is using them. This insight is valuable for making informed decisions, managing bookings, and attracting more customers to your business.

This article covers:


Generating the report

To generate the attendance report, open the Bookings tab on your account, then:

  1. Filter your search to suit your reporting needs.

    • For example, use the Start date and End date fields to select the date range you'd like to report on or use the Entries field to select the specific entries.

  2. Select Search to generate the results, then Export attendances (CSV) from the Options drop-down menu:

    Bookings tab with arrow pointing at the 'Export attendances' option.

  3. This will download the spreadsheet, allowing you to open it in your preferred spreadsheet software (such as Excel, Google Sheets, etc.)

  4. You can then begin to organise your data, removing any unnecessary rows and columns and ensuring you keep the Discount code column.


Extracting data from the report

As an admin, you may have specific needs when it comes to discount code reporting:

  1. Frequency of use

    Questions:

    • How many times is each discount code used?

    How to check:

    • Find the Discount code column.

    • Use the Filter tool to organise the codes. For example, in Google Sheets, right-click the header and select Create a filter:

      Google sheet example with arrow pointing at 'Create a filter'.

    • Then select/deselect the necessary codes:

      Filter option within Google sheets highlighting the different field options.

    • Once selected, you can then review how many codes were used:

      Spreadsheet showing the 'discount code' column.

    • Alternatively, you can sort alphabetically or by a condition you set. Learn more about filtering your spreadsheet on Google Sheets and Excel.

  2. Value of each code

    Questions:

    • What is the monetary value of each discount code?

    • Are we offering too much in discounts?

    How to check:

    • Locate the Ticket face value, Ticket discount, and Ticket current value columns:

      Spreadsheet example highlighting the Ticket face value, Ticket discount, and Ticket current value columns.

    • Compare the ticket discount amounts to the ticket face value to review if you're offering too much.

  3. Customer usage

    Questions:

    • Which customers are using these codes?

    • Is one individual consistently using them?

    How to check:

    • Find the Booker email and Attendee customer name columns:

      Spreadsheet example highlighting the 'Booker email' and 'Attendee customer name' sections.

    • Review the columns to find which customers are using discount codes.

    • Use the Filter tool or the Find feature (Ctrl+F) to search for specific customers. Filtering alphabetically will also help you find repeat customers.

Should there be a cap on usage?

If one person is using the codes frequently, consider whether you need to set a usage limit. For example, in your discount settings, you can check the Restrict to single use per booker email address setting:

 Discount setting highlighting the 'Restrict to single use per booker email address' setting.

Or add a limitation on how many times the code can be used overall under How many times can the code be used?:

 Discount setting highlighting the How many times can the code be used? setting.


💬 Any questions or feedback? There are two ways to get in touch:

Thank you! 🕺

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