How to create and run a new promo campaign

You will need manager/owner access for this.

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STEP 1: Click on the 3 vertical dots

STEP 2: Click on Marketing

STEP 3: Enter in Password

STEP 4: Click on Run Promotion

STEP 5: Click on NEW

STEP 6: Click on Promotion

STEP 7: Fill in Promotion fields

STEP 7a: Enter in discount in percentage (%) or dollar amount ($)

STEP 7b: Enter in the minimum needed to get discount

STEP 7c: Click on field next to "Apply To" and select who will adsorb the discount (SALON, TECHS, OR SALON/TECHS)

STEP 7d: Click on field next to "Products/Services" and select the product(s), service(s) and/or gift card that are allowed to be discounted

STEP 7e: Once you've select the product(s), service(s) and/or Gift Card, click CONFIRM

STEP 7f: Click on field next to Receivers, and select client(s) to send promotion to.

STEP 7g (optional): Select radio button next to "ONLY RECEIVERS CAN REDEEM" to limit who can redeem the promotion

STEP 7h: Select radio button next to "Active" and set expiration date and select effective day(s) for promotion

NOTE: Expiration Date and Effective Days will be in light blue text when selected

STEP 7i: Enter in "Title"

STEP 7j: Enter in "Message"

STEP 7k (optional): You can attach an image to this promotion by clicking on the 3 horizonal dots, and select the image.

NOTE: The image will display right under the expiration date

STEP 8: Click Send

STEP 9: Select Sending Option

STEP 10: Click Send under Sending Option

IF PROMOTION IS FOR BIRTHDAY

** Follow STEPS 1 thru STEP 7g, do STEP AA (below) , and then follow STEPS 7i thru STEP 10

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STEP AA: Select radio button next to "Birthday," specify how many days to send promotion before birthday and how many days for promotion to be used within birthday

Updated on: 14/07/2020