ⓘ This article is for Event Organizers

Expo Pass allows Event Organizers to create and manage promo codes that offer discounts on registration levels. These can be custom or system-generated, and apply by dollar or percentage.

❗ Important: You must complete your registration form before you can create your promo codes.

What Promo Codes Can Do

If you would like to create promo codes to distribute for registration, there are a few options to consider.

Promo codes can:

Be a custom or system-generated code
Apply a percentage (%) or fixed dollar amount ($) discount
Be scheduled for specific start and end dates
Apply to:
- Registration costs only
- OR total cart value (including session add-ons)
Be limited in use or single-use only

💡 Example Use Cases:

“15% off when you register by X date”
“$20 off for exhibitors who are also attendees”
“$50 discount for association members”

Accessing the Promo Code Manager

In Expo Pass, go to Registration ➜ Manage Form
Click into any registration level
Scroll to Additional Details
Click the blue Edit Promo Codes button
A new browser tab will open the Promo Code Manager
Select the registration level you want to manage

Create Promo Codes

In the top, right corner there are 2 options:

Add Code:
- This is how to add promo codes one at a time
Import
- This is how to bulk upload promo codes

Create Promo Codes Manually (One at a Time)

Click Add Code to create a single promo code.

Photography Event - 5 December 2024.mp4 [crop output image]

Required Fields:

Registration Level
- You can apply the same code to multiple levels during setup by selecting them from the drop down menu
- Each level will display separately in the left panel
Code
- Enter your own code or click Generate
Discount Type
- Choose Percentage or US Dollar
Value
- Enter the discount amount (e.g., 10 for 10% or $10)
Start Date / End Date
- Dates the code will be active
Usage Type
- Choose Single Use or Set Usage Limit
  - Single Use: valid only once and applies to one registrant per cart
  - Usage Limit: Enter a number (0 = unlimited)
Apply To
- Choose Registration Cost (just the reg level)
- OR Total Cost (includes add-ons)

Click Create Promo Code when finished.

Import Promo Codes in Bulk (CSV Upload)

Use this method if you want to upload multiple promo codes at once.

💡 Tip: To use our template, click download CSV

Click Import in the top right corner of the Promo Code Manager

Download the template: Download CSV
Populate the following columns in your spreadsheet:

Format your CSV file for Bulk Upload

Column	Description
Code	Your promo code text
Value	Discount value (dollar or %)
Discount Type	Must be “Percentage” or “US Dollar”
Usage Type	“Single Use” or “Set Usage Limit”
Usage Limit	Enter number of uses (0 = unlimited)
Starts At	Format: DD/MM/YYYY
Ends At	Format: DD/MM/YYYY
Apply To	“Registration Cost” or “Total Cost”

Code: Enter your promo code
Value: Add the percentage or US dollar value that the promo code will be worth.
Discount Type: Type Percentage or US Dollar depending on which type you want for this code.
- It must be exactly as listed above with no spaces after the data in the cell
Usage Type: You can select for a promo code to be:
- Single Use: This means it can only be used once and will only apply to 1 registrant if there are multiple in a cart.
- Set Usage Limit: Enter the number of usages in the next field "Usage Limit".
Usage Limit: Select the number of times the promo code can be used
- If you selected Single Use, put 1
- Entering 0 will allow the promo code to have an unlimited usage
Starts At: Select a starting date for the promo code effective date.
- Enter in format of DD/MM/YYYY
Ends At: Select an ending date when the promo code will no longer be effective.
- Enter in format of DD/MM/YYYY
Apply To: You have the option to select Total Cost or Registration Cost.
- Total Cost: It will apply to all costs in the cart, including add-ons.
- Registration Cost: The discount will only apply to the registration level cost and will not be applied to any add-ons.

Save and Upload Your File

Go back to Promo Code Manager → click Import CSV
Map each column correctly (click a header if you need to change)
Select which Registration Level(s) to apply promo codes to
Click Import

✅ You’ll now see your promo codes listed in the table.

Edit or Delete Promo Codes

Navigate between registration levels using the left panel
Click the pencil icon next to a promo code to edit
Click the trash can icon to delete a code
If a code was applied to multiple levels, you must manage or remove it in each level individually

Common Mistakes to Avoid

Trying to create promo codes before your form is complete
Promo code setup is only available after the registration form is created.
Incorrect CSV formatting
Dates must be DD/MM/YYYY, and field values like “Percentage” must be typed exactly (case-sensitive, no extra spaces).
Forgetting to map CSV columns during import
Always verify your fields are mapped correctly before uploading.
Confusing “Single Use” with “Usage Limit = 1”
Single Use applies to one person even in multi-attendee checkouts. Usage Limit = 1 is a separate setting for how many times the code can be used.
Applying to the wrong cart value
Be sure to select Registration Cost if you want the discount to skip add-ons.