Pricing groups for products and events

To add pricing groups to products, do the following:

1. Create a new product or edit an existing product.
2. From the Pricing table, select Add pricing group.

Note: To enable Add pricing group, you must Save new products.



3. Pick one of the following options:
   • Use existing pricing group

   Note: The Use existing pricing group option is only available if you have previously defined at least one pricing group.

   1. Choose a pricing group from the drop-down.

   

   2. Click OK.
   • Add new pricing group
     1. Enter a Display name for your new pricing group.

     Note: Enter a name that is descriptive of the pricing group and can be reused (for example, Board of Directors).

     2. Choose a Group type.
     3. Choose a Group. You can select multiple Groups.
     4. If you specify a Group type or Group, you can also choose a group member Role. You can select multiple Roles.

     Note: You must select at least one of the options available (at least one Group type or Group) to create a pricing group. The options filter down to create a pricing option for a specific group or role. For instance, if you select a Group type, the groups available will reflect only that Group type. If you do not select a Group type, all groups will be available to select.

     5. View your selections in the preview area.

     

     6. Click OK.
4. In the Price column, enter the price to charge members of the group for this product.



Note: If customers qualify for more than one of the pricing groups, they receive the lowest price among the groups they qualify for.

5. Save the changes.
6. Select the pricing group to view the group types, groups, and roles included in the pricing group. To review, edit, or delete the pricing group, see Managing pricing groups.

Do the following to add pricing groups to event functions:

1. Create a new event or select an event and edit.
2. Navigate to the event Pricing tab.



3. Add a new registration option or edit an existing registration option.
4. Navigate to the registration option Pricing tab.

Note: You can also add pricing groups for program items. Find and open the event, and in the Program area, click Add or open an existing program item. To add a pricing group, select the Pricing tab and follow the directions below.

5. Select Add Pricing Group.



Note: To enable Add Pricing Group, you must save the registration option or program item.

6. Pick one of the following options:
   • Use existing pricing group

   Note: The Use existing pricing group option is only available if you have previously defined at least one pricing group.

   1. Choose a pricing group from the drop-down.

   

   2. Click OK.
   • Add new pricing group
     1. Enter a Display name for your new pricing group.

     Note: Enter a name that is descriptive of the pricing group and can be reused (for example, Board of Directors).

     2. Choose a Group type.
     3. Choose a Group. You can select multiple Groups.
     4. If you specify a Group type or Group, you can also choose a group member Role. You can select multiple Roles.

     Note: You must select at least one of the options available (at least one Group type or Group) to create a pricing group. The options filter down to create a pricing option for a specific group or role. For instance, if you select a Group type, the groups available will reflect only that Group type. If you do not select a Group type, all groups will be available to select.

     5. View your selections in the preview area.

     

     6. Click OK.
7. View your new pricing group in the registration option or program item Pricing tab. Select the pricing group to view the group types, groups, and roles included in the pricing group. To review, edit, or delete the pricing group, see Managing pricing groups.

Members of dynamic groups that have been assigned special group pricing for an event can see this pricing in real time. For more information on creating dynamic groups, see Creating a Group.

Once a contact is created who meets the criteria of the event dynamic group, the group settings allow for automatic refreshing of pricing (This is outside of the refresh schedule defined on the Group tab of the related IQA query, which relies on a Daily, Weekly or Monthly schedule).

iMIS checks for updates to the contact and if the contact matches the requirements for the dynamic group, the contact's registration or purchase will be assigned the special group pricing.

From Commerce > Pricing groups, review when pricing groups were created and updated, and who they were updated by. Select a pricing group to review where the group is being used, edit the Display name and the Group type, Groups, and Roles included the pricing group, or delete the pricing group.

To review or edit pricing groups, do the following:

1. Go to Commerce > Pricing groups.
2. Select the pricing group.



3. The following fields are available to edit:
   • Display name – Update the name of the pricing group. The maximum length for the Display name is 50 characters.
   • Group type – Select a new type of group to which the pricing applies, such as Committee or Chapter. Select (None) to include all groups.
   • Group – Add groups to include in the pricing group or click the delete icon to remove existing groups.

   

   • Role – If applicable, add group roles to include in the pricing group or click the delete icon to remove existing roles.

   The following areas are available to review:

   • Summary – A preview of the group types, groups, and roles included in the pricing group. Select a specific chapter, committee, or dynamic group to view the group details.

   

   • Event pricing usages – Lists the event functions that use the pricing group:
     • Event – Select the Event to view the event details.
     • Function – The program item or registration option that uses the pricing group. Select a program item to view the program item details.
     • Function Type – The type of function, such as a program item or registration option.

   

   • Product pricing usages – Lists the products that use the pricing group. Select a product to open the product detail page.

   

4. Save your changes. Existing registrations using the pricing group are not affected; however, users no longer included in the pricing group due to the changes will not receive the group’s special pricing for future purchases.

To delete a pricing group, do the following:

1. Go to Commerce > Pricing groups.
2. Select the pricing group.



3. Click Delete Pricing Group.



4. Click OK. The pricing group is removed from all event and product pricing usages. Existing registrations using the pricing group are not affected; however, the group’s special pricing is no longer available. The remaining pricing groups for each event function or product determine access and pricing for all future purchases.