You can use the Codes feature to create and assign action codes for your registrants and partners. Action codes are number and letter combinations that a registrant uses during registration. You can use action codes to link a registrant to a partner, give a discount to items in the shop, or track the effectiveness of different marketing methods.

Here you will learn how to create and manage action codes in Visit Create. 

Access from Homepage: Select your event > Event > Codes

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 Create 5.0 this is the only option.
Name	The code name. Visit Create uses this when displaying the code in Visit Create, for example in the Codes list.
Shop item	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.
Usage type	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 Create 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.
Count	Select how many codes of this type to generate.
Code prefix	This helps identify the code in Visit Create. For example, use prefix “AprilEMAIL” for codes in your April email campaign.

3. Select Save to save the code for later use, or select Save & activate to activate the codes immediately.

Bulk import action codes

The bulk import feature allows you to add multiple action codes at once using an .xlsx spreadsheet.

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.

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.

Activate an action code

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