The Promo Code feature allows you to configure a package so that leads can skip payment and submit their package by entering a valid code. This is useful for scholarship families, voucher programs, staff enrollments, or any situation where a payment waiver applies.
Note: The promo code configuration block only appears on packages that have a payment requirement. If no payment is configured on the package, this section will not be visible.
Setting Up a Promo Code on a Package
When creating or editing a package that includes a payment, you will see a Promo Code configuration block. To enable it:
Toggle the setting to Show to enable the promo code field for leads.
Enter a Promo Code Title — this is the label leads will see at the payment step (e.g., "Have a voucher code?" or "Scholarship Code").
Enter the Promo Code itself — this is the code you will share with eligible families. Both the title and code are required and have a 200-character maximum.
Save the package.
The promo code configuration block appears within the package form, beneath the payment settings:
IntelliTip: Keep your promo code simple and easy to communicate — you'll be sharing it directly with eligible families via email or phone.
What the Lead Sees
When a lead reaches the payment step of a package that has a promo code enabled, they will see a field labeled with the title you configured. If they enter the correct code and submit, the package will automatically submit — no payment required.
If an incorrect code is entered, an error message will appear and the lead will be prompted to try again or proceed with payment as normal.
Here is an example of what the lead sees at the payment step when a promo code is enabled:
What Admins See in the Fillout List
When a payment has been skipped, the fillout list will display an orange icon on the left side of that lead's entry. Hovering over the icon will show which promo code was used.
If a Lead Package status was manually changed to Payment Skipped by an admin (without a promo code), the orange icon will still appear — but no code will be shown on hover.
The orange icon is visible in the fillout list for any lead whose payment was skipped:
All payment-skipped packages are also logged in the Lead Package Audit, giving your team a full record of who actioned what and when.
Related Lead Package Statuses
Two statuses are associated with this feature:
Payment Skipped — assigned automatically when a valid promo code is submitted, or manually by an admin.
Payment Failed — assigned when a payment attempt was made but not completed successfully. The lead can retry payment from the package link.
Check out our Learning Academy course: All Things IntelliForms for more specifics as well!