How to apply a discount when specific conditions are met.

Good day support. Thank you for all your assistance in creating my form. I have an additional question. I want to apply a discount to the overall cost after the client has selected the required service.

If the client is a repeat client I want to apply a 5% discount to their overall charge. I am looking at the Form Calculation Widget - Field is Real Time Quote ($). and wondering if I can apply the condition/calculation there.

How do I create a condition based on the clients selection to then update the field.

Thanks in advance for your assistance.

Hello 416soclean,

Thanks for reaching out to Jotform Support and we’re sorry you’re having trouble with this. Please allow me some time to see if it's possible to add a 5% discount on the Real-Time Quote ($) Form Calculation Widget. I'll get back to you as soon as I can.

We really appreciate your patience and understanding.  

Hello 416soclean,

Thanks for your patience. I already found a workaround to achieve your request. This gets done by implementing an additional Form Calculation Widget and conditional logic. Let me show you how it's done:

1. Add an additional IF statement in one of your existing conditions so that instead of just copying the value from Real-Time Quote ($) to Online Quote Total, it will have certain conditions to be met before doing so. Set up your current condition from the condition below:

To this condition:

2. Add another Form Calculation Widget where it calculates the 5% discount of the Real-Time Quote ($).

3. Lastly, add another condition, that applies the discount to the Real-Time Quote ($) when the respondent selected Repeat Client (5% Discount).

Check out the screencast below to see my results:

Give it a try and reach out again if you have any other questions.

Thank you for this solution. I do have an issue when it comes to the email confirmation that is sent to the client. If the client selects new client the email to the client still shows up with the discount field and a discount amount. It should not be the case if it is a new client. Is there a condition/code that I can put in my email to the client that removes that field if it is a new client and there should be no discount applied.

Thanks

Hi 416soclean,

Thanks for getting back to us. You can create a new autoresponder email without adding a new client. Let me show you how:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
2. In the menu on the left side of the page, click on Emails.
3. Now, click on Add an Email.
4. Then, select Autoresponder Email.
5. Customize the options the way you want them, and you’re done.

Jotform has a Conditions feature that you can use to send submissions to different email addresses based on the answers that are them. I'll show you how to do that:

1. In Form Builder, in the orange navigation bar at the top of the screen, click on Settings.

2. In the menu that opens on the left side of the page, click on Conditions.

3. In the window that pops up, left-click on Change Email Recipient.

4. Now, use the If Conditions to apply the conditions that you want to use with: 

• Click on the IF dropdown menu and choose the form field name that'll be the subject to the conditions.
• Select the appropriate STATE for the field which will trigger the condition when met.
• You can choose different email(s), if added any, by choosing the desired email under the SEND dropdown menu.
• You can also choose a designated address for the delivery by filling it out to EMAIL.

Below, you can see an example email condition for reference:

5. Click on Save when you are done with all the areas and the condition is ready to use.

You can also refer to our guide about How to Send an Email Based on a User's Answer to get a better understanding of the setup.

Give it a try and let us know how it goes.