How to Offer Member-Specific Discounts on Zeffy
Zeffy provides several methods to create member-specific pricing that helps you provide special rates while maintaining control over who can access them.
Jump ahead to a specific section:
Method 1: Discount Codes for Members
Method 2: Member-Only Pricing Tiers
Method 1: Discount Codes for Members
Setting Up a Member Discount Codes for All Members:
This method will allow you to set up a code which all of your members can use. This is a great way to offer member-specific discounts is by creating discount codes that you share exclusively with your members.
- Log into your Zeffy dashboard on a computer
- Go to Fundraising > Campaigns, then click "Edit" on your existing form or create a new event form
- Click "Discount codes" in the left sidebar, then "Add discount code"
- Enter a code name (e.g., "MEMBER2025" or "VIPACCESS")
- Choose percentage or dollar amount discount to be applied
- Set a usage limit if needed (e.g., limit to the number of active members)
- Click "Save" to apply your changes
Setting Up a Member Discount Codes for Specific Members:
This method will allow you to set up a code specifically for one member. This is a great way to offer member-specific discounts is by creating discount codes that you share exclusively with your members.
- Log into your Zeffy dashboard on a computer
- Go to Fundraising > Campaigns, then click "Edit" on your existing form or create a new event form
- Click "Discount codes" in the left sidebar, then "Add discount code"
- Enter a code name specific to your member (e.g., "JANE2025" or "JOHNDISCOUNT25")
- Choose percentage or dollar amount discount to be applied
- Set a usage limit if needed (e.g., limit to only 1 usage if this code should only be able to be used once by one specific member)
- Click "Save" to apply your changes
Sharing Codes with Members:
- Email the discount code directly to current members
- Include codes in membership confirmation emails - you can read how to edit a confirmation here here!
- Add codes to membership cards or welcome packets
- Share through member-only newsletters or communications
⚠️ Important Notes:
- Discount codes are case-sensitive
- Only one discount code can be used per purchase
- Keep codes confidential to maintain exclusivity
Tracking Member Discount Usage:
Monitor who uses your member discounts in two ways:
-
View individual transactions:
- Go to Fundraising > Payments
- Click on a specific transaction to see which discount code was used
2. Export payment data:
-
- Download your payment data report (How can I export my payment data?)
- Review the "discount code" column to track usage
Method 2: Member-Only Pricing Tiers
For events and tickets, you can create special member pricing tiers alongside regular pricing.
⚠️ Limitation: Zeffy cannot automatically distinguish between members and non-members during purchase, so non-members could potentially select member rates.
Creating Member Rate Tickets:
- Create a separate ticket type labeled "Member Rate" or "Member Pricing"
- Set the discounted price for this ticket type
- Go to the the 'Questions' section in the left hand navigation pane to add a verification questions to minimize non-member access:
- Select 'Add a custom question' to get started
- Add a required checkbox question asking: "I confirm that I am an active member of [Organization Name]" or a required
- Add a required short answer asking for a membership number
Pro Tips for Member Discounts:
- Use clear naming: Make discount codes memorable but not easily guessable
- Set expiration dates: Create urgency with time-limited member offers
- Track effectiveness: Monitor usage to understand member engagement
- Communicate value: Clearly explain the member benefit in your messaging
- Consider tiers: Offer different discount levels for different membership types