Creating a Product Promotion

There are a few choices available to start the process of creating a promotion. The Create Promotion button is available in both the Promotion Home window as well as the Promotion Search window.

Note:

You will need the Promotion Home role to access the Promotion Home window.

Figure 5-56 Promotion Search

1. Click Create Promotion, which opens up the Promotion wizard to the Information tab.

   Figure 5-57 Information Tab - Product

   

2. Select the Promotion Type: Product

   Note:

   Contact your administrator if you do not see the Promotion Types needed for your promotion.

3. Select one of the choices for the Campaign.

   • Auto-create Campaign – The campaign is automatically created and will use the same name and description from the promotion name and description.

   • Associate this promotion with an existing campaign – Uses existing campaigns in the system.

     • Click the list arrow and select an existing campaign.

       Note:

       The Start Date and End Date display underneath the Existing Campaign list.

   • Create a new campaign for this promotion – A new campaign will be created with this promotion being the first added.

4. Enter the following information:

   • Enter a Campaign Name (for new Campaigns only).

   • Enter a Description (for new Campaigns only).

   • Enter a Name.

   • Enter a Description.

   • Select a Start Date.

   • Select an End Date.

5. Optional - Slide the Loyalty Bounceback toggle to ON to activate.

   Figure 5-58 Loyalty Bounceback - Activated

   

   • Select a Bounceback Type.

     • Bonus Points

     • Entitlements

   Note:

   Loyalty Bounceback configuration occurs in Step 12, the Offers tab in Creating a Coupon Promotion.

6. When finished entering the Campaign and Promotion information, click Next to continue to the Figure 5-13, see step 8 in Creating a Coupon Promotion

7. The Review tab displays the key elements in the Promotion Setup.

   Figure 5-59 Review Tab

   

   Figure 5-60 Review Tab - Loyalty Bounceback

   

8. Click OK to save the Promotion, or click Cancel to close the promotion without saving. Click Previous or any Tab to return to any point of the Create Promotion process.