Promo Codes

From NewHaven Software Wiki

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.

• 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.

• 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). Note: You probably do not want to give 10% off the order and 10% off specific products at the same time.
    • Now select the products you would like to give a percentage off of and then click the "<<" to move them to the left box.

• Click the Submit button at the bottom of the page.

Customer Group for Tracking Catalog/Marketing Campaigns

In this example, you want to track purchases made by customers who have received your seasonal print catalog. This is done by having them key in a code that is printed on the back of said catalog during the checkout process.

1. Log into eCMS and expand the Customers section.
2. Click on the Groups link.
3. Click the Add Customer Group link near the top of the page.
4. Give the group a descriptive name (example: Spring/Summer 2009 Catalog).
5. In the "When should customers be added?" section:
   • Check the when customer completes order using promo code box.
   • Enter the code from the back of your catalog in the text field.
6. Click the Submit button at the bottom of the page.