# Add and manage action codes

Access from homepage: Select your event > Event > Codes

An action code is a number and letter combination that a registrant uses during registration.

The three most common uses of action codes are:

  • Link a registrant to a partner.
  • Give a discount to items in the shop.
  • Track the effectiveness of different marketing methods.

# Add an action code

  1. Select + Add.
  2. Provide the following code settings:
Setting Description
Type Defaults to Invitation. In Visit version R4.2 this is the only option.
Name The code name. Visit uses this when displaying the code in Visit, for example on the Codes list.
Product A shop product. Only available if the eCommerce module is active and the event has at least one shop and product.
Shop An event shop. Only available if the eCommerce module is active and the event has at least one shop.
Discount The percentage discount granted by the code.
Partner Link the code to an event partner.
Number of times the code(s) can be used Choose whether the code can be reused, or limit reuse. For example, you may want to limit shop codes to single use.
Generation type Visit can generate codes using a checksum, or you can provide your own range. The checksum makes it harder for registrants to guess codes. You can import action codes from a spreadsheet.
Refer to Bulk import action codes for more information.
Number of codes Select how many codes of this type to generate.
Code prefix This helps identify the code in Visit. For example, prefix "AprilEMAIL" to codes for your April email campaign.
  1. Select Save to save the code for later use, or select Save & activate to activate the codes immediately.

TIP

Activating a code prevents you from changing any of the code generation options, or editing the number of times a code can be used.

# Bulk import action codes

  1. Follow the steps to Add an action code.
  2. In Generation type, select Import.
  3. Download the spreadsheet template.
  4. Add your codes to the template. Refer to the Info tab in the spreadsheet for details on creating the codes.
  5. Select Upload file to upload the spreadsheet.

TIP

Each action code must be unique within an event. During upload, Visit checks the imported action codes against other action code imports. It cannot check imported codes against codes generated in Visit. You must make sure there is no overlap. If an imported code clashes with a code generated by Visit, the imported code takes precedence.

# Edit an action code

  1. Hover over the code you want to edit.
  2. Select the Open menu icon
    .
  3. Select Edit.
  4. Edit the code settings. Refer to Add an action code for more information about the settings.
  5. Select Save to save the code for later use, or select Save & activate to activate the codes immediately.

TIP

Activating a code prevents you from changing any of the code generation options, or editing the number of times a code can be used.

# Activate an action code

  1. Hover over the code you want to active.
  2. Select the Open menu icon
    .
  3. Select Activate.

TIP

Activating a code prevents you from changing any of the code generation options, or editing the number of times a code can be used.