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Add a discount to a campaign item

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Summary

Learn how to add a discount to a campaign item.


Overview

Adding a discount lets you adjust the cost of a campaign item when you're offering a special rate or covering part of the expense. Whether the discount is funded by your company, office, or an agent, this helps keep your pricing transparent and ensures your vendor sees the correct amount on their invoice. It’s a simple way to reflect promotional offers or internal contributions without removing the item from the campaign.

To add a discount to a campaign item:

  • Go to: Sales > Listings
  • Open the Campaigns tab of the listing
  • Select the item that you wish to add the discount to

An edit campaign item pop-up box will appear.

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  • Add a dollar amount to the Discount field

Discounts are added as a dollar amount, not a percentage.

  • Select the Discount Funder dropdown
  • Select who will be funding the discount (Company, Office, or Agent)
  • Click Save