Create Enrollment Promotions
Enrollment promotions require members to be enrolled in the promotion.
Create an enrollment promotion to target a specific audience, making it possible to measure the effectiveness of the promotion at converting incremental sales or change in member behavior, independent of coincidental promotion criteria fulfillment.
Any type of promotion can require enrollment, which you specify while creating the promotion.
Program managers and administrators can add members to promotions in the following ways:
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Select individual members to enroll in an enrollment promotion.
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Import members to an enrollment promotion in a group using an Excel spreadsheet or a CSV file.
To create an enrollment promotion:
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When creating a new promotion, check the Enrollment Required option on the Edit Promotion page.
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Specify a start date and, optionally, specify an end date.
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To add program members to the enrollment promotion:
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To add members one at a time, click Add Member and select a member name.
(Optional). Choose an incentive choice for this member's promotion. If you don't select an incentive choice, then the default incentive choice is assigned to this member's promotion. For additional details, see the topic Create Incentives for Enrollment Promotions.
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To import multiple members to an enrollment promotion at one time, create an Excel spreadsheet or a CSV file with the member numbers, and then click Import Members on the Edit Promotion page. Member numbers must already be enrolled in the loyalty program.
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To enroll a program member in one or more enrollment promotions:
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In Loyalty Members open the loyalty member, and click the Promotions Enrolled icon.
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Click Enroll In Promotion, and choose the promotion.
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(Optional). Choose an incentive choice for this promotion.
If you don't select an incentive choice, then the default incentive choice is used in this promotion. For additional details, see the topic Create Incentives for Enrollment Promotions.
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Use the promotion enrollment API.