Create a Promotion

A promotion record includes general information about the promotion, such as its name and when it's in effect.

To create a loyalty promotion record:

1. Open Promotions.

2. Click Create Promotion.

3. Complete the necessary fields.

If you want to create a promotion similar to an existing one, you can copy that promotion instead. You can then edit the promotion as needed. For more information, see the Copy a Promotion topic.

Don't activate a promotion until you have completed defining the rules, effective dates, and other information.