Managing promotions

You can perform operations on existing promotions.

Editing promotions

1. Go to Communication > Promotions.
2. On the list of promotions, find a promotion and click its name.
3. Edit the settings in the same way as when creating a promotion.

Importing promotions

See Importing promotions.

Publishing promotions

When you click the Finish later button while creating a promotion, the promotion becomes an unpublished draft. To let your customers activate the promotion, it must be published.

1. Go to Communication > Promotions.
2. On the list of promotions, find the promotion and click its name.
3. Ensure that the settings are correct.
4. In the upper-right corner of the screen, click Publish.
   Result: If the schedule was set to “Immediately”, the promotion becomes visible after you click Publish. If it was scheduled for a date, it becomes visible at that date.

Hiding promotions

After a promotion is published, you can hide it from customer view without returning it to draft status.

1. Go to Communication > Promotions.
2. On the list of promotions, locate the promotion you want to hide.
3. Hover your mouse over the “Published” status icon.
   The icon becomes the Hide promotion button.

   

4. Click the Hide promotion button.

Result: The promotion becomes invisible to the customers.

Duplicating promotions

1. Go to Communication > Promotions.
2. On the list of promotions, find the promotion and click .
3. In the list that opens, click Duplicate.
   Result: An exact duplicate of the promotion is created. It has the same name as the original promotion. The code is generated automatically and unique.

Filtering promotions

You can use the following filter types:

• Main filter - This filter lets you use all promotion attributes to build conditions for:

  • Finding a particular promotion or group of promotions on the list of promotions.
  • Saving the filter for reuse in the configuration of personalized promotions (handbills).
    The filtered promotions will be used as content for personalized promotions.

  

• Quick filter - This filter lets you narrow down the list of promotions based on their status or promotion tags assigned to them.

  • When you select multiple tags, the promotion must have all the selected tags.

  • When you select a status and/or tags from the quick filter, the main filter saves these conditions. You can edit them further by adding, modifying, or removing conditions.
    Tag names will be converted to their corresponding UUIDs within the filter conditions.

    

You can combine filters and the search box to filter the list of promotions more efficiently.

Saving filters

This section contains instructions for saving the main filter conditions. The saved filter can be selected in the configuration of personalized promotions.

1. Go to > Promotions

2. On the right side of the screen, click the icon.
   Result: The icon changes into Define filter button.

3. Click Define filter.
   Result:

   

4. To define the conditions of the filter, click Choose filter.

5. From the dropdown list, select a predefined promotion parameter.

6. By using operators, you can define the type of the parameter value.
   Result: A text field shows up.

7. Enter the value of the parameter.

8. To add more conditions, click Choose filter and repeat steps from 5-7.

9. Define the dependency between the conditions by selecting one of logical operators (AND or OR).

10. To:

• save the filter, click Save filter.
  1. Enter the name of the filter.
  2. Click Save.
• save the filter and filter out promotions on the list:
  1. Enter the name of the filter.
  2. Click Save and Apply.
     Result: The filter is available in the folder
• filter out the items on the list of promotions, click Apply.

Deleting promotions

1. Go to Communication > Promotions.
2. On the list of promotions, find the promotion and click .
3. In the list that opens, click Delete.
   Result: The promotion is deleted from the system.