Publish Promotion Programs to Clusters

You can create, associate, and publish Promotion Programs to clusters.

Perform the following steps to use the promotion programs with clusters:

• Add multiple products in a product group to a promotion program.

• Specify promotion discounts, SKU, and funding methods.

• Associate the promotion program with clusters.

Here is how you can publish promotion programs to clusters:

Create Promotion Programs

As a marketing manager, you create promotion programs in the following manner:

1. On the springboard, click Promotion Programs > Create.

   Create promotion program page appears.

2. Specify values for the fields such as promotion program name.

3. Click Save and Continue to create a promotion program in the Draft state.

   Promotion Program Summary subtab opens.

4. Go to the Promotion Group subtab and click Create to add products in that group to the promotion program.

5. Save the promotion group and go to promotion products to see associated products.

6. Submit the promotion program or use your custom approval flow.

   Only when you submit, the Draft status changes to Approved.

7. Click Save and Close.

8. Your promotion program is now approved.

   You can now proceed to associate the promotion program to the clusters.

Associate Promotion Program with Clusters

You can associate promotion program with an existing cluster to apply promotion program to all accounts in a cluster.

You must sign in using a marketing manager role to add products.

1. On the springboard, click Promotion Programs.

2. Click a link to edit a promotion program.

3. Click Clusters subtab.

4. Select a cluster from Clusters list and click Save.

5. Cluster is now associated with the promotion program.

   You can now publish the promotion program.

Publish Promotion Program

You must sign in as sales administrator or marketing manager role to publish promotion programs to clusters. When you add a promotion program to a cluster, all the products in that promotion program are added to all accounts linked to the cluster.

To add a promotion program to a cluster:

1. On the springboard, click Promotion Program.

2. Click a link to edit an account.

3. Select Actions > > Publish.

   Your promotion program is now published.

Delete Promotion Program

You can delete promotion program that's in the draft status. You can't delete a promotion program in approved status.

To delete a promotion program:

1. On the springboard, click Promotion Program.

2. Edit a promotion program.

3. Select Actions > Delete.

   The promotion program is now deleted.

Additional Information

Keep the following additional information while working on the promotion programs.

• Publish process is asynchronous and the promotion programs are available for use only after successful publish.

• Each promotion record includes one targeted account and its descendant accounts.

• The default naming convention is <promotion program name>-<targeted account name>.

• The territory section is deprecated.

• Only fixed discount type is supported for promotion program.

• You can navigate to the promotions subtab to see the newly created promotions.