Promotions

A promotion lets you model a dynamic offer or fixed tactic that you want to run over a defined period for a specific customer, customer hierarchy, or segment. Promotions include a selection of products, product groups, and tactics so you can control precisely which discounts apply to which customers.

Create a new promotion

• From the Aforza Catalog application, open the top dropdown menu and select Promotions.
• On the promotions screen, select New.
• Choose your promotion record type:
  • Account Promotion - target a specific customer or customer hierarchy.
  • Segment Promotion - target a specific segment.
  • Template Promotion - create a template that other promotions can reuse.
• Fill in your promotion details:
  • Name
  • Description
  • Type
  • Status
• Choose whether you want to Apply Commercial Policies:
  • When enabled, commercial policies and promotions can both apply to the same offer according to your configuration.
• Click Save.

Tip

Template promotions work well as a starting point for recurring campaigns-define mechanics once, then create account or segment promotions from the template or clone when dates and targets repeat.