Promotions

Overview

Management of promotions, coupons or discounts is essential for an organization that uses CRM. The Promotions screen in 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 team. 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.

Field Descriptions

Basic Tasks

Create Promotions

View Reports

Advanced Tasks

Clone Promotions

Export Promotions

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.
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 purchases.
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 services 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 > Sales Tools > Promotions.

    2. Click Create New on the top-right.

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

      • Promotion Name: Name of the promotion offered, e.g., 25% off.

      • 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 purchases.

      • End Date: Date on which the promotion expires.

    4. Enter other information about the promotion, as needed.

      • Promotion Type: 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.

      • Default 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.

    1. Click Create Promo Code.

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

    3. You can enter a Minimum Amount Required. You can set a minimum amount for the sale before the promotion can be applied. for the promotion. This option is available only if you select Apply To 'All items'.

    4. 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'.

    5. Enter the required information in the top row of the grid.

      • Product/Offering: The list of products or services that will be part of the promotion. These can be individual services or expense items or their groups. This option is available only when you opt for Apply To: Choose individual items.

      • Percent or 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.

    1. 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.

    2. When you have finished, click Save.

View Reports

To view a report:

    1. Open the Promotions screen from the side menu > Sales Tools > Promotions.

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

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

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

 

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 > Sales Tools > Promotions.

    1. Select the promotion on the grid that you want to clone and click to select Clone.

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

      • Clone From

      • Clone To

    1. Click Clone.

The newly cloned promotion is displayed on the grid. You can go into its detail to edit it, if needed.

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 > Sales Tools > Promotions.

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

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

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 > Sales Tools > Promotions.

    1. In the list view, click  on the right.

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

    3. Click Add Filters to specify more filters.

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

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

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 main menu under the Favorites list. You can manage all your favorite screens in Core from User Preferences.

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

    1. Open the Promotions screen from the side menu > Sales Tools > Promotions.

    1. In the list view, click  on the top-right.

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

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