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Promotions

Updated

Overview

Note: Help content (except videos) has been updated to reflect the UI/UX changes in BQE CORE.

Management of promotions, coupons or discounts is essential for an organization that uses CRM. The Promotions screen in BQE CORE CRM allows you to define promo codes that offer special discounts on your products and offerings for a limited period. You can use the promotions in your marketing and sales campaigns to impart special discounts to leads and prospects. These are important tools in the hands of the sales and business development teams. It allows them to:

  • Define promotions and tie them with marketing campaigns

  • Create an association between sales and promotions so as to run on-demand or interval-based reports

Click to watch this video on managing promotions in CORE CRM.

promotions_thumbnail.png

Field Descriptions

How To

Create Promotions

Clone Promotions

Export Promotions

View Reports

Apply Filters

Mark Screen as Favorite

Field Descriptions

Field Name Field Description
Promotions > Create Promotion >
Promotion Name Name of the promotion offered, e.g., 25% off or BUY 1 GET 1 FREE.
Description A brief description of the promotion. E.g., If you buy one license or service, you get another for 25% less.
Code Alphanumeric promo code that leads and prospects can use for their purchases to avail the special discount. It can have a maximum of 10 characters. E.g., 25OFF.
Start Date Date from which the promotion applies to the sales.
End Date Date on which the promotion expires.
Promotion Type: Amount/Percentage

You can create a promotion in terms of an amount value that indicates the discount being offered on it or a percentage, say 15% off. You must specify the Default Amount or Default Percentage accordingly.  

The default amount or percentage is applicable to all items. It applies the discount amount or percent to all service or expense items selected in the quotes where this promotion is applied.
Apply to all products and offerings Check this option if you want to apply the promo code to all your products and offerings. You can then choose the same default discount as an amount or a percentage for all the products and services. Otherwise, you can specify the discount amount or percentage for individual products and services later.
Promotions > Detail View >
Minimum Amount Required You can set a minimum amount for the sale before the promotion can be applied. This option is available only when you opt for Apply To: All items.
Product/Offering The list of products or services that will be part of the promotion. These can be individual service or expense items, or their groups. This option is available only when you opt for Apply To: Choose individual items.
Percent/Amount You can offer promotions as an amount or a percentage. Each product or service has either a percentage or an amount value that indicates the discount being offered on it.

 

Create Promotions

To create a new promotion, watch this video or follow these steps:

  1. Open the Promotions screen from the side menu > CRM > Marketing.

    promotions create1 new.png

  2. Click Create Promotion on the top-right.

  3. On the Create Promotion dialog, enter the required information. Check Field Descriptions above for details.

    • Promotion Name

    • Code

    • Start Date

    • End Date

  4. Enter other information about the promotion, as needed. Check Field Descriptions above for details.

    • Promotion Type
    • Default Amount/Percentage

  5. Click Create Promo Code.

  6. In the detail view, select the Apply To option: All items or Choose individual items.

    promotions_create2.png

  7. You can enter a Minimum Amount Required. This option is available only if you select Apply To 'All items'. Check Field Descriptions above for details.

  8. Click Add Item to specify a discount or promotion for each product or offering. This option is available only if you select Apply To 'Choose individual items'.

  9. Enter the required information in the top row of the grid. Check Field Descriptions above for details.

    • Product/Offering: This option is available only when you opt for Apply To: Choose individual items.

    • Percent or Amount

  10. Click Done. Add as many items as needed. However, you cannot add the same product or offering multiple times with a different amount or percent value in the same promotion. Example: If the promo code is NEWYEAR that gives a discount of 10% on a product, say CORE, then having one more offering CORE with a 20% promotion does not make sense.

  11. When you have finished, click Save.

Clone Promotions

If you have many similar promotions, it saves time to create a new promotion from an existing one. In other words, you can duplicate a promotion to create new ones and then edit that for any changes.

To clone a promotion, watch this video or follow these steps:

  1. Open the Promotions screen from the side menu > CRM > Marketing.

    promotions clone new.png

  2. Select the promotion on the grid that you want to clone and click dropdown-caret.png to select Clone.

  3. On the Promotion Clone dialog, enter the required information:

    • Clone From

    • Clone To

  4. Click Clone.

The newly cloned promotion is displayed on the grid. You can go into its detail to edit it, if needed. You can also check the detailed video on cloning records in CORE.

Export Promotions

In CORE, you can export promotions to the Comma Separated Values file format. CORE exports data from all available columns and not just the columns visible in the grid.

To export the promotion records to a .CSV file, watch this video or follow these steps:

  1. Open the Promotions screen from the side menu > CRM > Marketing.

    promotions export new.png

  2. In the list view, click More > Export as CSV.

  3. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

You can also check the detailed video on exporting data in CORE.

View Reports

To view a report:

  1. Open the Promotions screen from the side menu > CRM > Marketing.

    promotions reports new.png

  2. In the list view, click More > View Reports.

  3. Select a report from the Report List dialog. It opens in the viewer.

  4. Preview the report and then choose to export or print it.

You can also check the detailed video on running and managing reports in CORE.

Apply Filters

To view selective data on the grid, watch this video or follow these steps:

  1. Open the Promotions screen from the side menu > CRM > Marketing.

    promotions filters new.png

  2. In the list view, click filters-01.png on the right.

  3. On the Filters panel, select a filter from the drop-down and specify individual records or range.

  4. Click Add Filters to specify more filters.

  5. When you have finished, click Apply Filter. You can see selective data now.

  6. In the list view, you can remove the individual filters by clicking remove-01.png on each. To disable applied filters temporarily or remove all filters, click filter_icon.png next to the Filters icon and select Disable Filters or Clear All, respectively.

You can also check the detailed video on applying filters in CORE.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.

To mark this screen as your favorite, watch this video or follow these steps:

  1. Open the Promotions screen from the side menu > CRM > Marketing.

    promo fav.png

  2. In the list view, click favorites.png on the top-right.

  3. You can access this screen from the side menu under Favorites.

You can also check the detailed video on marking screens as favorite in CORE.

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