Copy a Promotion

Use this task to copy and re-use an existing promotion. Promotions in any status (such as New, Over, and so on) can be copied. All deal information is carried over to the new promotion, and does not have to be re-entered. You can change any part of the copied promotion, including the deals and descriptions.

Notes:  

 

Follow these steps to copy an existing promotion.

  1. Find and select the promotion to copy

  2. Enter the new Event ID and dates

  3. Select the areas

  4. If desired, update a copied deal

  5. Activate the copied promotion

Field definitions

A.

Find and select the promotion to copy

From the Item & Cost tab:

  1. Click Manage Promotions.

  2. Enter search criteria and click Find to list the promotion you want to copy.

  3. Select the promotion.

  4. Select Copy Promotion from the Next Step bar and click Proceed.

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B.

Enter the new Event ID and dates

  1. Enter the promotion Event ID (required).

  2. Enter the Effective On and Ends On dates of the promotion event (required).  

  3. If desired, enter any additional date-based event information.  The First Order Date through Performance End Date fields are optional.

  4. If desired, enter a new promotion Description.

  5. Using the Manage Promotion (Areas) By choices, select either Cost Zones or Subscribers (retailers).

  6. Manage Areas is displayed on the Next Step bar.  Click Save and Proceed.  

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C.

Select the areas

The window that displays is based on your Cost Zones or Subscribers choice.

  1. Select (highlight) the Zones or Subscribers you want to include in the promotion.

  2. Click the > link to choose the Zones or Subscribers.

  3. Manage Deals is displayed on the Next Step bar. Click Save and Proceed.

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D.

If desired, update a copied deal

All deals were copied from the original promotion. If desired, you can update the Deal ID, Handling Method, and other information for a copied promotion.

  1. Select the deal to be updated.

  2. Manage Deal Conditions is listed on the Next Step bar. Click Proceed.

  3. Make changes as needed.

  4. Return to Deal Selection is listed on the Next Step bar. Click Save and Proceed.

Note:  See Overview - Adding Deals to the steps to add a deal.

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E.

Activate the copied promotion

After all deals are set, the promotion must be "Activated."  For more information, see Overview - Activating a Promotion.

To activate the promotion:

  1. Select Return to Promotion Selection from the Next Step bar.

  2. Click Proceed.

  3. Select the NEW promotion.

  4. Click Check for Completeness to ensure the promotion is complete.  Correct any errors that display.

  5. Select ACTIVATED from the Change Status To bar.

  6. Click Change Status To. You are prompted Are you sure.....?  

  7. Review and print the promotion.  (Use your browser's print link.)

  8. Click Yes to confirm or No to cancel.

If desired, click Notify Subscribers to send immediate e-mail notifications to the promotion recipients.  Otherwise, they will be notified according to their default schedule.

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Updated 07/16/2002