Search for promotions
It is possible, from the “All promotions” screen, to search the existing library of promotions.
The search text input will allow a user to enter text which Horizon will use to locate promotions with matching names. If a user performs an advanced search, they’ll have the ability to select from the following search attributes:
- Promotion name
- (is/contains/starts with/ends with)
- Type
- (is/is any of/is none of)
- Sub type
- (is/is any of/is none of)
- Start date
- (is/after/before/today/yesterday/this week/this month/this year/[N] days ago/[N] weeks ago/[N] months ago/[N] years ago/within the last [N] days/within the last [N] week/within the last [N] months/within the last [N] years/more than [N] days ago/more than [N] weeks ago/more than [N] months ago/more than [N] years ago)
- End date
- (is/after/before/today/yesterday/this week/this month/this year/[N] days ago/[N] weeks ago/[N] months ago/[N] years ago/within the last [N] days/within the last [N] week/within the last [N] months/within the last [N] years/more than [N] days ago/more than [N] weeks ago/more than [N] months ago/more than [N] years ago)
- Status
- (is/is any of/is none of)
Promotion status
A promotion can be in one of the following statuses at any one time.
- DRAFT: when the user has selected “Save as draft” on the promotion. This will be the only option available if all mandatory attributes haven’t been set.
- SCHEDULED: when the user has selected “Save as scheduled” on the promotion. This will only be available when all mandatory attributes for the promotion have been set.
- ACTIVE; when the start date/time of the promotion has been reached.
- STOPPED; when a user has selected to stop the promotion.
- PAUSED: when a user has selected to pause the promotion.
- REDEMPTION LIMIT REACHED: if the “Limit total number of redemptions” set for the promotion has been reached. It will be possible to resume the promotion if the limit is disabled or increased from the original value.
- COMPLETED: when the end date/time of the promotion has been reached.
Searching for contacts
Viewing, cloning and editing promotions
From the “All promotions” screen it is possible for a user to:
- Select an existing promotion and edit the details
- View the details of an existing promotion
- Delete an existing promotion
- Clone an existing promotion
- View promotion statistics
Viewing promotion statistics
On the “All promotions” screen within the promotion table, it will be possible to see promotion statistics for all promotions that, at some point, have been in a status of active. The statistics visible are:
- Total no. of promotion available: if the promotion has restriction rules set that mean there are only a limited number of redemptions available, this will be displayed here. If there isn't then "N/A" can be shown.
- Total no. of promotions redeemed: the total number of redemptions of the promotion (this could include the same customer multiple times if they’ve redeemed the promotion more than once).
- Total no. of promotions remaining: the total number of redemptions remaining (this will be "N/A" if there's no restriction rules on promotion limits).
Promotion calendar
The Promotion calendar can be accessed from the “All promotions” screen by clicking on the “Switch to calendar view >>” link which is positioned above and to the right of the promotions table.
The Promotion calendar provides users with the ability to see any promotion that has a start date populated, if no end date is populated then the promotion will continue to “run” on the calendar view.
The user can change the time period of the calendar view either by scrolling their mouse wheel over the calendar or by selecting to “Jump” to a specific time period using the drop down list.
The “jump to” periods supported are:
- This week
- Will move the focus of the calendar to 7 days with the “centre day” being today (i.e. 3 days before today and 3 days after today).
- This month
- Will move the focus of the calendar to 28 days with the “centre day” being today.
- This quarter
- Will move the focus of the calendar to 91 days with the “centre day” being today.
- This year
- Will move the focus of the calendar to 365 days with the “centre day” being today.
- Last week
- Will move the focus of the calendar to 7 days with the “centre day” being this time last week (i.e. if today is Friday 26th February 2021 then it will be Friday 19th February 2021)
- Last month
- Will move the focus of the calendar to 28 days with the “centre day” being this time last month.
- Last quarter
- Will move the focus of the calendar to 91 days with the “centre day” being this time 3 months ago.
For the period selected the user will see the number of active promotions, promotions starting and promotions ending. They can also filter the calendar view by promotion type using the checkboxes below the “jump to” drop down list.
By hovering over a promotion the calendar view, the name of the promotion will be displayed along with a hover over tooltip which shows:
- The promotion type
- The promotion status
- The promotion name
- The promotion start date/time and end date/time (if provided)
By clicking on the promotion in the calendar view, it will open up and be available for editing/viewing.
Managing promotion conflicts
In account settings, by navigating to SalesLift > Conflict Management, a user can control how SalesLift handles promotion conflicts.
Conflict management takes effect when TaPE (the Transaction and Promotions Engine) has multiple promotions of the same type and subtype it could apply to a single transaction.
The above account settings control how “conflict management” is handled per Horizon account
|
Account setting |
Description |
|
Promotion bias |
There are two possible settings:
Selecting “Max-Customer Saving” will mean that the “winning” promotion - when conflicts occur - will be the promotion that maximises the customer saving as a result of being applied. Selecting “Min-Customer Saving” will mean that the “winning” promotion - when conflicts occur - will be the promotion that gives the customer the minimum saving. |
|
No, of promotions of the same type and subtype that can be applied to a single transaction |
By default this value will be set to “1”. This value determines how many promotions of the same type and subtype can be applied to a single transaction. |
|
Promotion age selection |
If after using the “Promotion bias” attribute there’s still multiple promotions in consideration, TaPE will select the winner based on the age of the promotion. This attribute can be set to 1 of the following options:
|