Promo Codes

From NewHaven Software Wiki

Revision as of 22:32, 30 March 2009

Click on the Groups link to view or setup a customer group/promo

Customer Groups/Promo Codes Basics

Customer groups and promo codes are valuable marketing tools that allow you setup a variety of promotions and customer tracking methods.

X% off Promo Code

Say you would like to give your customers that respond to a mailing 10% if they enter a special promo code you provided on the back of your catalog. This is how you would accomplish that.

• Login in to eCMS and expand the Customers section from the left side menu by clicking on the plus (+) sign next to the Customers tab.
• Click on the Add Customer Group from the top left of the Customer Groups page.
• Give your promo an accurate and descriptive name that will help you quickly tell it apart from other promo codes (10 Percent off).
• In the "When should customers be added?" area select the All Users from the bottom of the list.

Give your promo code a name that accurately describes the promo.

• Click on the Submit button at the bottom of the page.
• You will now be back at the Customer Groups main page. Select the promo you just created (10 Percent Off in my example).
• From the top menu select Add Rule.

Now you can define the Rule Trigger Options and the Rule Result Options. The Rule Trigger Options are the actions a customer will need to use to trigger a promotion. The Rule Result Options are what you are going to offer a customer that triggers the rule.

• Set the date for your promotion by clicking on the box next to the start date: and stop date:. Select the duration of your promotion. If the promotion is going to be ongoing just select a year far out from the current year.

Set your start/stop date and name your promo code.

• From the Rule Result Options you can either give a percent off the whole order, or specific products.
  • To give xx% off of the order click the box next to the field give % off of order then put the percent you want to give off in the box (10% for our demonstration).
  • To give xx% off of certain products place a check next to the give % of selected products: then put the percent you want to give off in the box (10% for our demonstration).