You are here:
Define Basic Promotion Settings in the Product Console
When you create a promotion you must define some basic settings in the Product Console. To complete the basic promotion settings, start by creating a new promotion.
This task is a step in the Creating a Promotion process.
- Navigate to the Product Console. For more information, see Navigating to the Vlocity Product Console.
-
Next to Promotion, click
.
-
In the New Promotion page, complete the
General Properties section.
Field
Description
Name
The name of the promotion.
Code
enter a unique code to identify the promotion from all other promotions. As best practice, use all caps and no spaces.
Description
The description that can appear along with the promotion name in the Promotions list of the cart. As best practice, include the details of the price changes and durations for each product. Include specific information about the promotion. This description can show in the Promotions list of the cart when you configure the cart to do so.
For example, "20% off data plan for 6 months and $150 off the iPhone X".
Redeemable Code
A code available for customers to use to be eligible for the promotion.
Price List
Search for and select the price list where the promotion is stored. The products you add to the promotion must be from the same price list as the promotion.
-
Complete the Duration section.
Field
Description
Commitment Duration Time Plan
Choose the time plan for the entire promotion. The time plan that defines the commitment duration for the promotion and its product prices.
Commitment Duration Time Policy
Choose the time policy that applies to the entire promotion. The time policy which indicates when the pricing for the promotion starts and ends, where appropriate.
-
Complete the Additional Properties section.
Field
Description
Orderable
Select this option if you want the promotion to appear in the Promotions list of the cart.
Auto-Add Products
Do not use. This is for future use.
Service Continuation
Select an option to determine how the subscription to the promotion's products continue after the promotion commitment duration ends.
Options are:
-
Not Applicable: No automatic functionality applies when the promotion commitment duration ends.
-
Manual Opt-In: Select this option to require the customer to contact you and request the subscription to the promotion's products continue. If the customer does not contact you, the subscription to the promotion's products ends automatically.
-
Manual Opt-Out: Select this option to require the customer to contact you and request the subscription to the promotions products to end. If the customer does not contact you, the subscription to the promotion's products automatically continues.
Follow-on Promotion
Select a promotion to begin after this promotion's commitment duration ends.
-
-
Complete the Effectivity section.
Field
Description
Active
If this option is selected, the promotion is available for use.
Effective From
The date and time the promotion becomes available for use. When you choose the date, the system automatically populates the time with the current time. If the promotion does not have a beginning effective date that is current, it is not available for use. See Effectivity Date Ranges for Price List Entries.
Effective Until
The date and time the promotion is no longer available for use. When you choose the date, the system adds the current time.
- Click Save.
