Manage Promotion Programs

As marketing managers or sales managers, you can use a promotion program template for creating promotions. When you use a promotion program to create a promotion, your promotion inherits all the configurations in that program.

You can optionally specify product category for a promotion program. Specifying a product category for a promotion program allows products in that product category to be added to the promotion program.

These configurations include:

• Duration for which the promotion is valid.

• Products on which the promotion is applicable.

• Variable promotion tactics such as discounts.

• Funding methods for each variable promotion tactic.

  Using a promotion program is optional. You can change the values in your promotion; however, after you have created a promotion you can't apply the program.

  The status of a promotion program can either be draft or approved. An approved promotion program can be used for creating promotions. Draft status means that a promotion program is being developed and isn't available to create promotions yet. When a promotion program is submitted, its status changes from draft to approved.

Create and Edit Promotion Programs

You must sign in as a marketing manager to create promotion programs.

To create promotion programs:

1. Click Promotion Program on the springboard.

2. Click Create.

3. Specify the name of the promotion program, start date, and end date for the promotion program you're creating.

4. Click Save.

   At this point, the promotion program is in Draft status.

5. Click Submit.

   The promotion is now in Approved status. Approval here means that the program has been reviewed by the marketing manager and can now be used for creating promotions.

Delete Promotion Programs

You can delete promotion programs that are in draft status. After submission, you can't delete a promotion program.

To delete a promotion program:

1. Edit a promotion program in draft status.

2. Select Actions > Delete.