Setting Up Promotions

The Betterez platform allows a user to configure different types of promotions. Simply navigate to Admin -> Promos.

Then select + Add New to arrive at the New Promo screen.

Name is the name that will appear in the drop down list in the shopping cart UI.

Campaign Name is the name given to the promotion campaign

Coupon Code refers to the the code that will be assigned to the specific promotion.

Disabled if checked, the promotion will not appear in the UI in the list of promotions to apply to a transaction.

Auto-apply when checked, the system will attempt to apply this promotion automatically when eligible items are added to the cart (subject to channel, payment method, and rule eligibility).

Payment methods

Allows the use of this promo only with the selected payments types.

No restriction The option will be enabled in all payment methods.

Let me choose The option will be enabled in only the selected payment methods.

Cancellation and Change Settings

Cancellable: Checking the Cancellable box indicates that tickets purchased with this promotion can potentially be cancelled. However, this setting alone does not guarantee cancellation. The final rule depends on the settings of the fare (fare type or fare class) with which the ticket was purchased.

In practice, the system applies the most restrictive rule. If the promotion is marked as Cancellable, but the ticket is purchased with a fare that does not allow cancellations, the final ticket will not be cancellable. For a ticket to be cancellable, both the promotion and the ticket's fare must allow it.

Override ticket's fare configuration: Selecting the Override ticket's fare configuration checkbox gives the promotion's settings absolute priority over any of the ticket's fare rules.

If the override is enabled, the decision of whether a ticket is cancellable or not will depend solely on how the promotion is configured. For example, if the promotion is marked as Cancellable and the override is also enabled, the ticket will always be cancellable, regardless of whether or not the original fare it was purchased with allowed it. This option forces the promotion's rule to take precedence.

Changeable: Similar to the previous option, checking the Changeable box establishes that tickets purchased with this promotion could be changeable. The application of this rule is also subject to the settings of the ticket's associated fare (fare type or fare class).

If a promotion is marked as Changeable, but the purchased ticket's fare is not changeable, the final ticket will not be changeable. For a ticket to be modifiable, both the promotion and the base fare must allow changes.

Override ticket's fare configuration: When the Override ticket's fare configuration option is activated for changes, the ticket's fare rules are ignored, and the promotion's configuration becomes the only valid rule.

If the promotion is configured as Changeable and the override checkbox is marked, the ticket will always be changeable. This setting overrides any change restrictions the original fare might have had, giving full priority to what is established in the promotion.

After filling all the fields and clicking save, the rules option will appear.

Click New Rule to add a new rule for the promotion. It is possible to create multiple rules for the same promotion/promotional campaign.

Rules

Value Type: refers to whether the promotion type is a % (percentage), $ (dollar), or override price.

Value: refers to the actual amount of the percentage (positive value to discount, e.g. 50%), dollar amount (negative value to discount, e.g. -50), or override price (fixed price).

If Group discount is on, the rule has a minimum number of passengers greater than zero, and Require same operation is enabled on the promo, the screen may restrict Value type to percentage only and show a short explanation next to the field.

Promotions can then use a number of different factors or combination of factors to determine the eligibility of the promotion including product line and others:

• Trip type: Assign a promo for all trip types or only one way, or round trip.
• Route name: Assign a promo for all routes or only one specific route.
• Schedule name: Assign a promo for all schedules or only one specific schedule.
• Amenity group: Assign a promo for all amenity groups or only one specific amenity group.
• Origin: Assign a promo for all or only one specific origin
• Destination: Assign a promo for all or only one specific destination
• Fare: Assign a promo for all fare types on the product, or only one specific fare (adult, child, student, senior, etc.).

Excluded fare types (under Trip, below Fare)

For products that use fares, the rule editor shows a checklist of fare types to exclude from this rule when Fare is set to all types (the “all fares” option). Check any fare types that must not receive this rule’s discount or price override; leave every box unchecked to allow all types. If you choose a single fare in the Fare dropdown, this section is disabled and any previous exclusions are cleared—the rule already targets one fare only.

This is separate from Eligible fare types on the promo (group discount): that setting defines which fare types may count toward the minimum passengers threshold; Excluded fare types on the rule define which fare types are never discounted by this rule when it applies to “all” fares.

Validity rules

• Valid purchase period: valid purchases within a range of dates.
• Valid travel period: ticket date and time range which the promo will be applicable.
• Day of the week: Assign a promo for all days of the week or only one/a few day(s) of the week.
• Valid Time Range: Travel (ticket) time range where this promo will be available.

Both start and end dates must be defined in order for the validity rules to work.

Valid amount of uses

When enabling this feature, "uses" stands for the number of transactions the promo can work with.

• Unlimited use: if this flag is checked, the promo will be for unlimited use.
• Limit qty: if the unlimited use flag is unchecked, the user can define the number of uses/transactions for the promotion before it becomes invalid.

Transactions may contain various tickets and other charges implied on a single transaction counting as 1.

Passenger match

Any name (first and last name) and email combinations entered in this section will be matched against information gathered for the passenger associated with each ticket. If no match is found, the promo will not be applied. If no entries are added to this section, then no validation will be performed.

Channels

• Back End - If checked enables the promo for the back-office.
• Agency Back End - If checked enables the promo for the agency back-office.
• Web Sales - If checked enables the promo for websales.
• Agency Web Sales - If checked enables the promo for agency websales.

By checking all checkboxes, the promotion would be available in Back-End, Agency Back End, Web sales and Agency Web sales.

Use Case

Promos need to be available for Back End if you want to be able to change in the Back End tickets that were purchased with the promo through web channels.

Here you can see how to use a previously created promotion in the shopping cart using promos

Group-based promotions (promo settings)

On the Edit promo screen (after the promo is saved), you can configure options that work together with minimum passengers on each rule:

• Group discount — When enabled, the minimum passenger count for a rule is based on distinct passengers in the booking context (matched by email and name), not only the number of lines in the cart. Use this for “buy N seats together” style discounts.
• Require same operation — When enabled together with group discount, only passengers on reservations that share the same journey as the ticket being priced count toward the minimum (so mixed unrelated journeys do not inflate the count).
• Eligible fare types — When group discount is on, you can restrict which fare types count toward the minimum passenger threshold and may receive the group discount. If you leave all fare types unchecked, there is no fare-type filter at the promo level (all fares can participate in the count, subject to each rule’s product and Fare selection). Rule-level Excluded fare types can still block specific fare types when a rule uses “all” fares, as described above.

The discount amount for the group is still defined on the rule (Value type / Value), same as any other promo rule.

Save the promo first; then open New rule or edit an existing rule to set Minimum number of passengers and the discount.

Rules — minimum passengers and seat class limits

On Edit rule, in the validity / trip area:

• Minimum number of passengers — Enter the smallest number of qualifying passengers required for this rule to apply. Use Unlimited if you do not want a minimum threshold. When Group discount is enabled on the promo, the platform counts passengers using the group rules above.
• Seat class limits — You can cap how many tickets in each seat class may use this rule within the evaluated manifest scope. Limit is a whole number; you can enter 0 to mean this seat class cannot receive this rule’s discount (excluded for that rule). Add rows with + and choose the seat class; each seat class should appear only once.

Other rule sections (Trip, Validity, Limit of promo uses, Manifest limit, Passenger match, Channels, etc.) behave as described above.