Promotion Designer

This content is for Spring ’26. Switch to the latest version for up-to-date documentation.

The Promotion Designer is a single workspace for viewing and editing a promotion end to end-header, imagery, products, groups, tactics, and base or forecast figures. Alongside calendar-based planning elsewhere in the product, it helps you align promotion windows with trading periods and commercial goals: you see how the offer is constructed, adjust groups and tactics, and keep dates and visibility consistent with where the promotion sits in the year.

Promotion view mode

In designer view mode you can review promotion details at a glance:

Promotion header: name, category, target, status, type, dates, and price book
The promotion image
Tactics at promotion, group, and product level
Product groups with type and amount
Promotion products within their groups, with quantity limits
Base, predicted, and actual figures at product level

Promotion edit mode

Select Edit to open edit mode. The elements library appears so you can change any part of the promotion. For example you can:

Drag products into the designer to create groups or add to existing groups
Drag tactics onto the promotion, a group, or individual products
Adjust min, max, and default quantities
Override base, predicted, and actual figures where your process allows
Change group names, types, and amounts
Reorder groups to control behaviour at execution time

Create a new promotion in the designer

From the Aforza Sales application, open the top dropdown and select Promotions.
Click New, choose a record type, enter basic details, and click Save.
On the new promotion screen, click Edit.
Enter or change name, code, description, category, segment, price book, status, and type.
Select the Dates control to set effective, shipment, and in-store dates as required.
Select Edit Image to attach a promotion image.
From the elements library on the right, drag a product or category into the canvas to create a group; name the group, set type, and enter an amount.
Add more products to groups or create additional groups.
Under Tactics in the library, drag tactics onto products, groups, or the promotion as needed.
Click Done.