This page equips Business administrators with a user guide for the Infosys Equinox Commerce platform’s Promotions microservice.

Getting Started

Accessing the Promotions Console

Overview

The Promotions microservice, hereafter referred to as “Promotions,” empowers Marketing Managers to create and manage promotion groups and promotions. Like all other microservices in the Infosys Equinox Commerce solution, these promotion groups and promotions are linked to a store managed by the Store microservice.

A key component of Promotions is the embedded Drools rule engine. This engine executes business rules at scale to evaluate active promotions (for more details about Drools by Red Hat, Inc., visit https://www.drools.org/). For instance, when rule conditions are met, the engine triggers responses that return data to the Storefront, facilitating actions such as applying a discount to a cart item.

Promotions offers a flexible, rules-based approach to managing your promotions workflow, thereby accommodating a broad spectrum of client use cases. You can establish rule patterns based on a variety of expressions that include different logical operators and data models. These models represent product information, user data, shipment type, location, payment, or any custom-defined fields. If your needs extend beyond the out-of-the-box support, these models can be expanded. For more information about extending models and creating custom actions, please contact your Account Manager.

For a comprehensive overview of the Promotions microservice, refer to the Promotions Microservice Overview.

Service Glossary

• Business – the parent of a store or set of stores. The basic use of a business is to manage common sets of users, catalogs, and other services for the stores associated with the business.
• Business Admin – a role that manages business settings, creates and manages stores, and enables microservice(s) for a business.
• Commission Volume (CV): This is the currency value associated with each product, which forms the basis for paying compensation to users (for example, users such as Retail Members and Brand Affiliates). The CV value for each product can vary over time.
• Lists – create custom lists for use in promotions (for example, issue discounts to a list of users identified by their email address). List creation and use DO NOT require the workflow approval process.
• Marketing Manager – creates, manages, and approves promotions.
• Model – This term describes the context of a promotion or offer type (for example, Stock-Keeping Unit (SKU), Cart, Payment, User, Store, or Cookie).
• Omni-channel – This is a multichannel approach to sales that aims to provide consumers with a seamless shopping experience, whether they’re shopping online (on a desktop, mobile, or tablet device), by telephone, or in person at a physical store (https://searchcio.techtarget.com/definition/omnichannel).
• Point Volume (PV): This is a predefined value on a product that determines the bonus percentage. It represents the points that users earn towards their bonus (e.g., users such as Retail Members and Brand Affiliates).
• Product – a good, service, or idea that has a combination of tangible and intangible attributes and can have multiple variants which are referred to as stock-keeping units (SKUs). In Infosys Equinox Commerce, the consumer or buyer evaluates a product (for example, a men’s dress shoe available in black and brown and sizes from 10 to 15), but actually purchases an SKU associated with the product (for example, a black-colored version of the dress shoe in size 12) rather than the product itself.
• Promotion Codes – activate promotions that have not been configured to auto-apply. The Codes can be created manually or be generated by the Promotion microservice. Promotion Code creation and use do NOT require the workflow approval process.
• Promotion Editor – defines and manages offers and discounts for consumers or buyers on the Commerce site and submits them to the Marketing Manager for approval.
• Purchase Order (PO) – This term refers to the official order issued by a buyer to a seller, agreeing on a product or service.
• Project – a container or wrapper entity to hold changes made to a promotion group or promotion. New and updated pricing should pass through the Project approval workflow process before it is reflected in a store’s promotions.
• Project Notes – comments entered by Project Editor or Approver to add context to project actions.
• Project Workflows – make business processes more efficient by managing and tracking the human tasks involved with a process and then providing a record of that process when it completes.
• Promotion – offers presented to consumers or buyers in a client’s Storefront and Apps.
• Promotion Group – container for individual promotions that are grouped logically based on an event or marketing campaign. The creation of a Promotion Group is required and should be defined before a Promotion can be created.
• Rules Engine – an environment that provides a flexible definition of business rules such as promotions.
• Stock Keeping Unit (SKU) – a particular variant of a product that is available for purchase by a consumer or buyer.
• Store – represents a specific physical location or online store of a business.
• Store Manager – associates a price list for each currency supported by a store.
• Storefront – a consumer-facing website that presents products, content, and promotions across multiple channels such as desktop, tablet, and mobile.
• Sharing Bonus (SB): This is a bonus paid to users who invite others to purchase a product (for example, Brand Affiliate user). A sharing bonus can be configured for specific products, with the bonus percentage defined based on business requirements.

End-to-End Sequence to Configure a Promotion

Follow the sequence below to configure promotions:

1. Configure Store Properties: Ensure the store properties are configured. Note that only a Business Admin can perform this configuration.
2. Configure Promotion’s Collection Properties: Verify if the collection properties are configured. Again, only a Business Admin can perform this configuration.
3. Create a Promotion Group: Establish a group for the promotions.
4. Create a Promotion: Generate a promotion within the promotions group.
5. Configure a Promotion Offer: Perform the following steps to create a promotion offer:
   • Configure Rule-Based Conditions for a Promotion.
   • Configure Actions and Conditions for Promotion Offers.
   • Create a Users List to associate promotion offers with multiple users, values, accounts, etc.
   • Configure Promo codes (refer to the Generate Promo codes List for configuring promo codes for multiple users).
6. Submit and Approve the Project: Only the promotions that have been approved will be successful promotion offers.
7. Promotion Offers on the Storefront: The promotion offers will appear on the storefront after approval.

Prerequisites for Setting Up Promotions Admin Console

Accessing the Promotions Console

Overview | Manage Promotions To access the Promotions Admin console,

1. Log in to the Foundation service for your business (URL provided by Infosys Equinox).
   
2. Click Promotions on the StoreOps page.
   
   The Promotions landing page appears:
   

Manage Promotions

Accessing the Promotions Console | Projects and ApprovalsIn the Promotions console, with the necessary privileges, you can manage:

• Promotions via the project approval workflow. For creating promotion groups and promotions, see the video below or the step-by-step instructions:
  
  Note: The above video is updated for Release 8.11.
• List
• Promo Codes List

The landing page for each section contains a list of all Promotion Group, List, and Promo Codes List, respectively, for a store.

Working with Promotion Groups

On the Promotion Groups page, you can:

1. View Existing Promotion Groups: Access a list of all existing Promotion Groups.
2. Create a New Promotion Group: Initiate the creation of a new Promotion Group through the project approval workflow.
3. Delete an Inactive Promotion Group: Remove any inactive Promotion Group.
4. Search: Find specific Promotion Groups by Project, Priority, Status, Date, or the ‘Stop Further Processing’ attribute.
5. Sort: Arrange the Promotion Groups by name, priority, status, start date, end date, or the ‘Stop Further Processing’ attribute in either ascending or descending order.

Creating a New Promotion Group

A Promotion Group enables you to organize multiple, similar promotions. Once you create a new promotion group, you can:

1. Create a New Promotion: Initiate the creation of a new promotion within the group.
2. Manage Existing Promotions: Update the existing promotions as needed.
3. Clone an Existing Promotion: Duplicate an existing promotion, preserving its original settings and parameters.

To create a new promotion group,

1. Click the Create Promotion Group button.
   The Select Project pop-up opens. This is required to create a promotion group and get it approved with the Promotion Manager.
2. Select the required project. For example,
   
   Note: If the project is not available, then create a new project. For more information, see “Creating a New Project“.
3. In the Create Promotion Group page, enter/select the required information:
   

   Field	Description
   Group Name*	Enter a name that describes the promotion group.
   Date Range*	Select the start and end dates and times for the promotion group, and click the Apply button. Note: The promotion created within the promotion group is bound within the start and end dates. If you DO NOT select the date and time, then you can apply the default date and time to the promotion. group. The default data and time are set as follows: Date Picker Description Start date Sets the next date of the current date (that is, current date + 1 day) Start time (24-hour clock) Sets the start time as “00:00:00” End date Sets 6 days from the start date (that is, start date + 6 days) End time (24-hour clock) Displays the end time as “23.59:00.”
   Status*	Select a status: In-Active – This deactivates the promotion group. You can change the status to ‘Active’ later if necessary. Active – This activates the promotion group. The promotion engine only checks active promotion groups and promotions.
   Priority*	Enter a priority number between 0 and 25, where 25 is the highest and 0 is the lowest in the priority order. The promotion engine reads the active promotion groups and their active promotions in order priority.
   Stop further processing	Select any one of the following options to halt the processing of subsequent promotion groups: Never (default selection) – Regardless of whether the condition matches in the current promotion group, the succeeding promotion groups will continue to be executed in order of priority. Always – Regardless of whether the condition matches in the current promotion group, the promotion engine will stop executing the succeeding promotion group. If stop condition matches – This option allows you to define the stop condition. The promotion engine halts execution when the stop condition matches. You can specify the business rule that prevents the promotion engine from further processing. Refer to Configuring Conditions for more information.

4. Click the Save button to save the newly created promotion group and view the summary details of the promotion group. Now, you can create new promotions within the group.

Note:

• • Fields marked with * are mandatory.
  • To cancel creating the promotion group, click the Cancel button.
  • For editing the existing promotion group, see Editing Existing Promotion Group.

Creating a New Promotion

Within the Promotion Group, you can create multiple promotions. Each promotion can have its own unique set of conditions, offer periods, actions, and priorities, which are established through the project approval workflow.

The promotion engine operates the promotion group based on a combination of factors: priority, active status, and conditions. If the conditions are met, the promotion engine examines each active promotion within the group. It then executes the promotion offer according to the priority order, conditions, and actions defined for each promotion.

During the creation of a promotion, there is an option to include a display message and description that are specific to a particular locale.

To create a new promotion,

1. In the Promotions section, click the Create Promotion button. 
   
   Note: If you are not in a project, then on clicking the Create Promotion button, the Select Project pop-up opens. This is required to create a promotion and get it approved with the Promotion Manager. If the project is not available, then create a new project. For more information, see “Creating a New Project“.
2. In the Create Promotion page, enter/select the required information:
   
   The following table provides the field description to create a promotion:

   Field/Section	Description
   Promotion Name*	Enter a name that describes the promotion.
   Date Range*	Select the start and end dates and times for the promotion. The promotion offer will only be valid during the selected date and time; outside of this period, the promotion will expire. Ensure that the date selected for the promotion falls within the duration of the promotion group. When creating a promotion, you have the option to include a display message and description that are specific to a given locale. Note: The promotion created within the promotion group is bound to be within this start and end dates. If you DO NOT select the date and time, then you can apply the default start and end date and time that are displayed in the promotion.
   Status*	Select a status: In-Active – Select this to deactivate the promotion. Later, you can change the status to Active if required. Active – Select this to activate the promotion. The promotion engine only checks promotion groups and promotions that are marked as Active.
   Recurrence Setting	Enable this toggle to configure the promotion with additional recurrence settings. A recurring promotion is executed only during the specified hours of the selected days. By default, this toggle is disabled. When this toggle is enabled, additional fields are displayed to set the time range and days for the recurring promotion: Time Range – Select the start time and end time for the recurring promotion. Note:  The time zone of the promotion is configured using the timeZone collection property. Occurs Every – Select the required days for the recurring promotion. The value can be ‘All Days’ or a specific set of days. For example, you can select ‘Friday’, ‘Saturday’, and ‘Sunday’.
   Offer On	Select an offer rule to configure the offer types on the Actions page: Item Price Rules – Set up a price offer on an item: Product Price Offer – Provide an offer on the product price. Product Personalization – Provide discounts on gift-wrapping and personalization for a specific set of products. Bundle Product Offer – Provide a promotion offer on the bundle products. Summed Up Product Price Offer –Create offers for products (or a range of products within a category) and apply discounts based on the summed value of items added to the cart that match the defined conditions. This value is displayed in the drop-down list on the Actions page only when the offer on “Item Price Rules” and offer type “% offer” are selected. Note: Items in the cart that do not match the conditions are ignored. This offer is displayed only if the collection property “ruleengine.settings” is configured with the value “Summed Up Product Price Offer”. BOGO Rules – Set up one of the following offer types: Buy X Get Y – A customer gets a percentage offer or currency offer on buying X number of items. Buy X And Y – A customer gets a percentage offer or currency offer on buying two different specific items. GWP – A customer gets a predefined gift along with the purchase of a predefined product. In the Actions tab, you can configure, a particular product ID and/or SKU ID, so that a gift is offered on purchasing a product. Bundle GWP– A customer gets a predefined gift with the purchase of a predefined bundle product. In the Actions tab, you can configure, a normal product as a gift for any special product, so that a particular product is eligible for the promotion for a bundle of products. a particular category, so that all the products within the category are eligible for the promotion. Note: This offer is displayed only if the value “BundleGWP” is configured in the collection property “ruleengine.settings“.  Item Shipping Rules – Set up a shipping price offer on an item: Product Shipping Offer – to provide shipping discounts on a product. Bundle Product Shipping Offer – to provide a shipping offer on the bundle products. Cart Price Rules – Set up one of the following offer types: Cart Price Offer – to set up a cart price offer on an order. Trade In Offer – to provide an offer on an old item while exchanging it with a new item. Cart GWP – to provide a gift with a purchase discount at the cart level. This is a predefined gift based on the cart price value. Note: This offer is displayed only if the value “CartGWP” is configured in the collection property “ruleengine.settings“. Cart Shipping Rules – Set up a cart shipping offer on an order. Account-based promotion offers can be set up in the action conditions using the B2B Accounts model. See setting B2B Accounts in the conditions. For information on returning, replacing, or exchanging an order or item(s), see CSR Functionalities in the Order Admin Guide. Note: You can configure the Offer On (offer rules), only if the relevant values are defined in the collection property “ruleengine.settings“. The offer rules are executed based on the execution order mentioned in the collection property executionOrder. For examples, refer to Examples on Configuring Conditions and Actions.
   Offer Type	Select an offer type: Fixed Offer – The set offer value will be the sale/shipping price of the item/cart. Amount Offer – The set offer value set will be a discount on the original sale/shipping price of the item/cart or on the customer’s payment method. Note that the rule type should be Cart Price Rules for this offer. % Offer – The set offer value will be a percentage discount on: the original sale/shipping price of the item/cart the customer’s payment method. Note that the rule type should be Cart Price Rules for this offer. bundle products. Note: You can also set the actual discount value between the maximum and minimum range on the Actions page. Formula – Once selected, the Formula field appears on the Actions page for calculating promotion offers. It is a customized discount based on a formula or logic.
   Priority	Enter a priority number ranging from 0 to 25, where 25 represents the highest and 0 is the lowest in the priority order. The promotion engine reads the active promotion groups and active promotions in the order of priority.
   Promotion Class	Promotion class is used to classify the promotion. In the Promotion Class dropdown list, select any one of the following discount types: Discount type Functionality Material Bundle Discount Discount from Bundle (promotion for bundle/SKUKIT) Sales Channel Discount Discount from Subscription Advertise Discount Discount from Promotion Order Drop Discount Discount from GWP/Gift (full amount off) Program Discount Discount from Loyalty (for Loyalty point Redeem) Customer Svc Discount Manual Discount from Agent Note: This field appears only if the collection property “promotionclass” is configured. This above functionality is mentioned only for reference purposes and there is no functionality/logic behind this.
   Frequency	Enables you to customize the frequency-based promotions offering free gifts with a customer’s initial purchase. In this field, select, Weekly: Set up a promotion with a weekly frequency. Every:  Choose a value that determines how often gift offers are configured, either weekly or bi-weekly. Promotion Identifier: This unique identifier is used for frequency-based promotions. When a user redeems a promotion, the timestamp is stored in this identifier under “UserProperties“. Note: The system calculates the first day from the date the user places an order. For example, if a user places an order today, they can redeem this promotion only after 7 days. Monthly: Set up a promotion with a monthly frequency. In other words, customers will receive a gift with their first purchase each month. Every: Choose a value that determines how often gift offers are promoted with the first purchase. For example, if the value is “1,” the offer will be applied once every month. If the value is “2,” the offer will be applied once every two months. Promotion Identifier: The promotion identifier is the user-based identifier. Specify the promotion identifier using which the custom property is configured for the customer at the backend, which in turn updates the frequency process. For example, If a user places an order in November, they can redeem this promotion in the following month, December. If the value “2” is defined in the Every field, then the user receives the offer when they place an order in January. Onetime: If a user opts into the loyalty program, they are eligible for the “one-time” frequency and will receive the gift ONLY ONCE on their first purchase. Note: For frequency-based promotions, the promo code option is not valid. You cannot configure the promo codes for the same promotions. For multiple scenarios, refer to the Configuring frequency-based promotions.
   Locale Specific Message Description	You have the option to add multiple locales to a single promotion. Within the Collection Properties of the Promotion, the initial locale is set as the default. All locales configured in this section will be available in the drop-down list. Enter a display message and description specific to the locale. The default locale is set to en_US. You can add multiple locales to a single promotion. Within the Collection Properties of the Promotion, the initial locale is set as the default. All locales configured here will be available in the drop-down list. Note: If a translation app is installed in your store, the description given for a locale is automatically translated to other locales upon saving the promotion.

   Note: Fields marked with * are mandatory.

3. Click the Save button to save the promotion to the promotion group. 
   
   After saving, a unique ID is created. Now, you can start configuring conditions, actions, and promo codes.
   Note: If required, you can edit or clone the promotion.

Configuring Conditions

Overview

You can add one or more rules, or a group of rules while configuring a condition. A condition can have up to three levels of groups. By default, a row will be displayed for adding a rule. After setting the conditions, you may choose to click on Generate Condition to verify if the established condition aligns with your use case.

Options for Configuring Rules or Group of Rules

The following table describes various options available in configuring conditions:

Option Available in a Condition	Description
	Set logical operators, such as NOT, AND, and OR, within a rule. These operators apply to the rules that are direct descendants in the condition builder. The logical operators will display a list of parameters associated with the offer type that has been configured for the promotion. For example, if the ‘Item Price Rule’ offer type is selected, parameters relevant to items, such as name, product ID, and category ID, will be displayed. Additionally, you have the option to configure conditions for special product types, including bundles, fixed bundles, SKU KITs, and Collections. Refer to the Creating Additional Item Types section in the Catalog Admin Guide. Examples: To create a condition where you need to provide an offer on a T-shirt from Adidas brand, you can set the following condition: To create a condition where you need to provide an offer on a product either from the brands Adidas or Nike, you can set the following condition: To create a condition where you need to provide an offer on a product that neither belongs to the brands Adidas nor Puma, you can set the following condition:
	Add one or more rules in the condition. For example, to create a rule where you need products from the category with Category ID as T-Shirts and product ID as 110003, you can set the following rule:
	Add a collection of rules within the group in the condition. For example, if you need to provide an offer on all products either from the category Boys or the category Men with the brand Polo, you can create the following condition with groups:
Operand/Operators/Values	Choose the operands and operators for the condition. By altering the combination of operands and operators, you can formulate various conditions. For the chosen item, enter or select the necessary value(s). Note: To configure for B2B Accounts, select Account Id, Account Type, or Account Rep in the operand. Theicon appears for the operands that have lookup support. In the Operator dropdown list, ensure that you select Equal, In, or Contains.
	Delete a rule or a rule group of conditions.
	After creating conditions using the condition builders, generate conditions and validate them against your specific use case. To view the generated conditions, click the Generate Condition button. For example,

Configuring Conditions Using Lookups

Lookups are utilized to search for necessary information. The lookup functionality is available for specific operands, as listed below, when configuring a rule in the Conditions tab of a promotion. This feature assists admin users in configuring promotions swiftly and efficiently. Note that lookup support is applicable only to the Equal, In, and Contains operators.

The following operands support rule configuration using lookup:

• Product: Product ID, SKU ID, SKU Name, SKU Size, SKU Color, SKU Brand, Category ID
• Account: Account ID, Account Type, Account Representative
• Bundle: Bundle ID, Mandatory, Optional, Category Item IDs
• User: User Email, User ID
• Shipping: City, State, Country, Postal Code
• Payment: Payment Type

To configure conditions using lookups,

1. 1. In a particular promotion, click the CONDITIONS tab.
   2. Add a rule and select the required operand that has the lookup support. For example,
      Note: See Configuring Conditions for more information.
   3. Clickavailable at the end of the rule.
      The lookup popup appears. For example, for the ProductId operand:
      
      
   4. Click to add the required item(s) to the condition.
      Note:
      • If you add multiple items, the values are separated by a comma in the Value field.
      • To remove an item from the condition, clickfrom the popup.
      • To search for the required items, use to search by ID or use to search items using the attribute values. For more details, see Searching for Items using Filters in Lookups.
        

Searching for Items using  Filters in Lookups

You can search items using filters in lookups.
To search details using filters,

1. 1. Click available in the lookup overlay:
      
      The search and filter options appear:
      
      
   2. Select the attribute name from the dropdown list.
   3. Provide a value for the attribute name.
   4. Click Search to search the items based on the attribute value(s).
      Note:
      • To add more attributes, click Add Filter.
      • To remove the existing filter attributes, click Clear All.

Creating Conditions for a Promotion

This section describes how to set rules and groups of rules to configure conditions.

To configure the conditions and stop further processing for the promotion,

1. In a particular promotion, click the CONDITIONS tab.
2. Add rules as per your business requirements. See Configuring Conditions for more information.
3. Click the Generate Conditions button and verify the result.
4. In the Stop further processing section, select any one of the following options to stop further processing of the succeeding promotion:
   • Never (default selection) –Whether the condition matches or not in the current promotion group, continue to execute the succeeding promotion groups in order of priority. By default, this option will be selected.
   • Always –Whether the condition matches or not in the current promotion group, the promotion engine stops executing the succeeding promotion group.
   • If condition matches – When the current promotion’s condition matches, the promotion engine stops executing the succeeding promotion group.
     Note: When you configure the promotion with promo codes, the rule engine stops further processing the condition once the promo code is matched to the condition.
   • If stop condition matches – Enables, you to define the stop condition. The promotion engine stops executing when the stop condition matches.  You can specify the business rule that can stop the processing of promotions. See Configuring Conditions for more information.
5. Click the Save button.
   Note: To cancel the conditions without saving, click the Cancel button.
   The condition is updated as follows:
   

Authoring Actions for the Promotion

Actions enable you to define the discount value for promotions. After creating a new promotion and establishing its conditions, you must specify the actions to be taken when the conditions are met.

Within a promotion, you can create multiple actions based on the action condition and assign different offer values to each action. The actions vary according to the promotion offer rules and the promotion offer type configured during the creation of the promotion.

You can establish rules to configure discounts for the transaction price by setting various conditions and actions. Besides the transaction price, you can also configure discounts for additional components such as Point Volume (PV), Commission Volume (CV), and Sharing Bonus (SB) for the Item Price and Cart Price rules in the actions. For detailed information on PV, CV, and SB, refer to the section “Defining PV, CV, SB“.

Create an Action

To create an action,

1. In a particular promotion, click the ACTIONS tab after configuring the required conditions.
2. Click Add Actions.
   The Add Action field details appear:
   
3. Enter an action name, that describes the action.
   A list of parameters will be displayed based on the selected Offer On and Offer Type.

   While creating a promotion, if		Then, in the ACTIONS tab
   Offer On is	Offer Type is	Select the Action Type	Set the following Action parameters
   Item Price Rules	Fixed Offer	Product Price Offer	In the Purchase Type drop-down list, select any one of the following: Batch Purchase Quantity – The customer must buy the products as per the multiple quantity threshold, as specified in the Purchase Quantity field. For example, when the purchase quantity is specified as 3, the user gets a discount for the purchase of 3 items and for the multiples such as 6 items, 9 items, and so on. Minimum Purchase Quantity – The customer must buy the products as per the minimum quantity threshold, which is specified in the Purchase Quantity field to get the discount. Maximum Purchase Quantity – The customer must buy the products as per the maximum quantity threshold, which is specified in the Purchase Quantity field to get the discount. In the Purchase Quantity field, enter the quantity value in numeric format. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This value is shown by default. Flat Discount – to provide a flat discount on the final total amount. Enter the fixed offer amount. In the Offer on Other Values field, perform the following: Select the value to configure discounts on PV, CV, and/or SB in addition to the product’s transaction price. Enter the discount values for the selected values in the Fixed Offer on “value” field. Note: To enable the Offer on Other Values field, refer to Defining PV, CV, and/or SB values.
   	Amount Offer	Product Price Offer	In the Purchase Type drop-down list, select any one of the following: Batch Purchase Quantity – The customer must buy the products in large numbers as specified in the Purchase Quantity field. Minimum Purchase Quantity – The customer must buy the products as per the minimum quantity threshold, which is specified in the Purchase Quantity field to get the discount. Maximum Purchase Quantity – The customer must buy the products as per the maximum quantity threshold, which is specified in the Purchase Quantity field to get the discount. In the Purchase Quantity field, enter the quantity value in numeric format. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This value is shown by default. Flat Discount – to provide a flat discount on the final total amount. In Offer Amount, enter the offer amount. In the Offer on Other Values field, perform the following: Select the value to configure discounts on PV, CV, and/or SB in addition to the product’s transaction price. Enter the discount values for the selected values in the Fixed Offer in the “value” field. Note: To enable the Offer on Other Values field, refer to Defining PV, CV, and/or SB values.
   	% Offer	Product Price Offer	In the Purchase Type drop-down list, select any one of the following: Batch Purchase Quantity – The customer must buy the products in large numbers as specified in the Purchase Quantity field. Minimum Purchase Quantity – The customer must buy the products as per the minimum quantity threshold, which is specified in the Purchase Quantity field to get the discount. Maximum Purchase Quantity – The customer must buy the products as per the maximum quantity threshold, which is specified in the Purchase Quantity field to get the discount. In the Purchase Quantity field, enter the quantity value in numeric format. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This value is shown by default. Flat Discount – to provide a flat discount on the final total amount.  In % Offer, enter the percentage offer in numeric format. In the Offer on Other Values field, perform the following: Select the value to configure discounts on PV, CV, and/or SB in addition to the product’s transaction price. Enter the discount values for the selected values in the Fixed Offer in the “value” field. Note: To enable the Offer on Other Values field, refer to Defining PV, CV, and/or SB values.
   	Formula	Product Price Offer	In the Purchase Type drop-down list, select any one of the following: Batch Purchase Quantity – The customer must buy the products in large numbers as specified in the Purchase Quantity field. Minimum Purchase Quantity – The customer must buy the products as per the minimum quantity threshold, which is specified in the Purchase Quantity field to get the discount. Maximum Purchase Quantity – The customer must buy the products as per the maximum quantity threshold, which is specified in the Purchase Quantity field to get the discount. In the Purchase Quantity field, enter the quantity value in numeric format. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This value is shown by default. Flat Discount – to provide a flat discount on the final total amount. Enter the formula to provide the discount. In the Offer on Other Values field, perform the following: Select the value to configure discounts on PV, CV, and/or SB in addition to the product’s transaction price. Enter the discount values for the selected values in the Fixed Offer in the “value” field. Note: To enable the Offer on Other Values field, refer to Defining PV, CV, and/or SB values.
   Item Price Rules	Fixed Offer	Product Personalization	Enter the personalization type, for example, Gift Wrapping Enter the fixed offer amount.
   	Amount Offer	Product Personalization	Enter the personalization type, for example, Gift Wrapping In Offer Amount, enter the offer amount.
   	% Offer	Product Personalization	Enter the personalization type, for example, Gift Wrapping In % Offer, enter the percentage offer in numeric format. Enter the minimum discount amount. Enter the maximum discount amount. Note: The Minimum Discount and Maximum Discount are applicable only for the Transactional Price.
   	Formula	Product Personalization	Enter the personalization type, for example, Gift Wrapping Enter the formula to provide the discount.
   Item Price Rules	Fixed Offer	Bundle Product Offer	In @ Amount, enter the fixed offer amount. In Offer on Other Values: Select the value to configure discounts on PV, CV, and/or SB in addition to the available transaction price of the bundle of products. Note: To enable the Offer on Other Values field, refer to Defining PV, CV, and/or SB values.
   	Amount Offer	Bundle Product Offer	In Offer Amount, enter the offer amount. In Offer on Other Values: Select the value to configure discounts on PV, CV, and/or SB in addition to the available transaction price of the bundle of products. Note: To enable the Offer on Other Values field, refer to Defining PV, CV, and/or SB values.
   	% Offer	Bundle Product Offer	In % Amount, enter the percentage offer in numeric format. In Offer on Other Values: Select the value to configure discounts on PV, CV, and/or SB in addition to the available transaction price of the bundle of products. Note: To enable the Offer on Other Values field, refer to Defining PV, CV, and/or SB values.
   Item Price Rules	Amount Offer	Summed Up Product Price Offer	In Summed Up Value, select the operators to provide offers based on the summed-up amount of matching items by product type, brand, and quantity. In Offer Amount, enter the offer amount.
   	% Offer	Summed Up Product Price Offer	In Summed Up Value, select the operators to provide offers based on the summed-up amount of matching items by product type, brand, and quantity. In Offer Amount, enter the offer amount.
   BOGO Rules	Fixed Offer	Buy X Get Y	In the Buy Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy Item Quantity, enter the quantity (in numeric format) that the customer has to buy. In the Get Item Condition section, add rules for getting item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Get Item Quantity, enter the quantity (in numeric format) that the customer will get the items. Select any one of the following discount types: Each Discount – to provide discounts for each of the products. This value is shown by default. Flat Discount – to provide a flat discount on the final total amount. In @ Amount, enter the fixed offer amount.
   	Amount Offer	Buy X Get Y	In the Buy Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy Item Quantity, enter the quantity (in numeric format) that the customer has to buy. In the Get Item Condition section, add rules for getting item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Get Item Quantity, enter the quantity (in numeric format) that the customer will get the items. Select any one of the following discount types: Each Discount – to provide discounts for each of the products. This value is shown by default. Flat Discount – to provide a flat discount on the final total amount. In Offer Amount, enter the offer amount.
   	% Offer	Buy X Get Y	In the Buy Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy Item Quantity, enter the quantity (in numeric format) that the customer has to buy. In the Get Item Condition section, add rules for getting item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Get Item Quantity, enter the quantity (in numeric format) that the customer will get the items. In % Offer, enter the percentage offer (in numeric format).
   BOGO Rules	Fixed Offer	GWP	In the Buy Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy Item Quantity, enter the quantity (in numeric format) that the customer has to buy. In the Get Item Condition section, add rules for getting item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Get Item Quantity, enter the quantity (in numeric format) that the customer will get the items. In Gift Product Id, enter an identifier of the Gift product. In Gift Sku Id, enter an identifier of the Gift SKU.
   	Amount Offer	GWP	In the Buy Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy Item Quantity, enter the quantity (in numeric format) that the customer has to buy. In the Get Item Condition section, add rules for getting item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Get Item Quantity, enter the quantity (in numeric format) that the customer will get the items. In Gift Product Id, enter an identifier of the Gift product. In Gift SKU ID, enter an identifier of the Gift SKU.
   	% Offer	GWP	In the Buy Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy Item Quantity, enter the quantity (in numeric format) that the customer has to buy. In the Get Item Condition section, add rules for getting item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Get Item Quantity, enter the quantity (in numeric format) that the customer will get the items. In Gift Product Id, enter an identifier of the Gift product. In Gift Sku Id, enter an identifier of the Gift SKU.
   BOGO Rules	Fixed Offer	Bundle GWP	In the Buy Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy Item Quantity*, enter the quantity (in numeric format) that the customer has to buy. In Gift Product Id*, enter a bundle product identifier of the Gift product. In Gift Sku Id*, enter a bundle SKU Kit identifier of the Gift SKU.
   	Amount Offer	Bundle GWP	In the Buy Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy Item Quantity*, enter the quantity (in numeric format) that the customer must buy. In Gift Product Id*, enter a bundle product identifier of the Gift product. In Gift Sku Id*, enter a bundle SKU Kit identifier of the Gift SKU.
   	% Offer	Bundle GWP	In the Buy Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy Item Quantity*, enter the quantity (in numeric format) that the customer must buy. In Gift Product Id*, enter a bundle product identifier of the Gift product. In Gift Sku Id*, enter a bundle SKU Kit identifier of the Gift SKU.
   BOGO Rules	Fixed Offer	Buy X and Y	In the Buy X Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy X Item Quantity, enter the quantity (in numeric format) that the customer has to buy. In the Buy Y Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy Y Item Quantity, enter the quantity (in numeric format) that the customer has to buy. Select any one of the following discount types: Each Discount – to provide discounts for each of the products. This value is shown by default. Flat Discount – to provide a flat discount on the final total amount. In @ Amount, enter the fixed offer amount.
   	Amount Offer	Buy X and Y	In the Buy X Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy X Item Quantity, enter the quantity (in numeric format) that the customer has to buy. In the Buy Y Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy Y Item Quantity, enter the quantity (in numeric format) that the customer has to buy. Select any one of the following discount types: Each Discount – to provide discounts for each of the products. This value is shown by default. Flat Discount – to provide a flat discount on the final total amount. In Offer Amount, enter the offer amount.
   	% Offer	Buy X and Y	In the Buy X Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy X Item Quantity, enter the quantity (in numeric format) that the customer has to buy. In the Buy Y Item Condition section, add rules for buying item(s) as per your business requirements. This is optional. See Configuring Conditions for more information. In Buy Y Item Quantity, enter the quantity (in numeric format) that the customer has to buy. In % Offer, enter the percentage offer in numeric format.
   Item Shipping Rules	Fixed Offer	Product Shipping Offer	In the Purchase Type drop-down list, select any one of the following: Batch Purchase Quantity – The customer must buy the products in large numbers as specified in the Purchase Quantity field. Minimum Purchase Quantity – The customer must buy the products as per the minimum quantity threshold, which is specified in the Purchase Quantity field to get the discount. Maximum Purchase Quantity – The customer must buy the products as per the maximum quantity threshold, which is specified in the Purchase Quantity field to get the discount. In the Purchase Quantity field, enter the quantity value in numeric format. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This value is shown by default. Flat Discount – to provide a flat discount on the final total amount. In @ Amount, enter the fixed offer amount.
   	Amount Offer	Product Shipping Offer	In the Purchase Type drop-down list, select any one of the following: Batch Purchase Quantity – The customer must buy the products in large numbers as specified in the Purchase Quantity field. Minimum Purchase Quantity – The customer must buy the products as per the minimum quantity threshold, which is specified in the Purchase Quantity field to get the discount. Maximum Purchase Quantity – The customer must buy the products as per the maximum quantity threshold, which is specified in the Purchase Quantity field to get the discount. In the Purchase Quantity field, enter the quantity value in numeric format. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This value is shown by default. Flat Discount – to provide a flat discount on the final total amount. In Offer Amount, enter the offer amount.
   	% Offer	Product Shipping Offer	In the Purchase Type drop-down list, select any one of the following: Batch Purchase Quantity – The customer must buy the products in large numbers as specified in the Purchase Quantity field. Minimum Purchase Quantity – The customer must buy the products as per the minimum quantity threshold, which is specified in the Purchase Quantity field to get the discount. Maximum Purchase Quantity – The customer must buy the products as per the maximum quantity threshold, which is specified in the Purchase Quantity field to get the discount. In the Purchase Quantity field, enter the quantity value in numeric format. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This value is shown by default. Flat Discount – to provide a flat discount on the final total amount. In % Offer, enter the percentage offer in numeric format.
   	Formula	Product Shipping Offer	In the Purchase Type drop-down list, select any one of the following: Batch Purchase Quantity – The customer must buy the products in large numbers as specified in the Purchase Quantity field. Minimum Purchase Quantity – The customer must buy the products as per the minimum quantity threshold, which is specified in the Purchase Quantity field to get the discount. Maximum Purchase Quantity – The customer must buy the products as per the maximum quantity threshold, which is specified in the Purchase Quantity field to get the discount. In the Purchase Quantity field, enter the quantity value in numeric format. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This value is shown by default. Flat Discount – to provide a flat discount on the final total amount. Enter the formula to provide the discount.
   Item Shipping Rules	Fixed Offer	Bundle Product Shipping Offer	In @ Amount, enter the fixed offer amount.
   	Amount Offer	Bundle Product Shipping Offer	In Offer Amount, enter the offer amount.
   	% Offer	Bundle Product Shipping Offer	In % Amount, enter the percentage offer in numeric format.
   Cart Price Rules	Fixed Offer	Cart Price Offer	In @ Amount, enter the fixed offer amount. In Offer on Other Values: Select the value to configure discounts on PV, CV, and/or SB in addition to the available transaction price of the bundle of products. Note: To enable the Offer in the Other Values field, refer to Defining PV, CV, and/or SB values.
   		Cart GWP	In GiftProductId*, enter the product ID. GiftSkuId*, enter the Sku Id. Note: Ensure that you enter the Sku ID that is associated with the product that you mention in the GiftProductId* field. GiftQuantity, enter the number of products to be associated/displayed as a gift on the cart page.
   	Amount Offer	Cart Price Offer	In Offer Amount, enter the offer amount. In Offer on Other Values: Select the value to configure discounts on PV, CV, and/or SB in addition to the available transaction price of the bundle of products. Note: To enable the Offer in the Other Values field, refer to Defining PV, CV, and/or SB values.
   		Trade In Offer	In Offer Amount, enter the offer amount.
   	% Offer	Cart Price Offer	In % Amount, enter the percentage offer in numeric format.
   		Trade In Offer	In % Amount, enter the percentage offer in numeric format.
   		Cart GWP	In GiftProductId*, enter the product ID. GiftSkuId*, enter the Sku Id. Note: Ensure that you enter the Sku ID that is associated with the product that you mention in the GiftProductId* field. GiftQuantity, enter the number of products to be associated/displayed as a gift on the cart page.
   	Formula	Cart Price Offer	In Formula, enter the formula to provide the discount.
   Cart Price Rules	Amount Offer	Trade In Offer	In Offer Amount, enter the offer amount.
   	% Offer	Trade In Offer	In % Amount, enter the percentage offer in numeric format.
   Cart Shipping Rules	Fixed Offer	Cart Shipping Offer	In @ Amount, enter the fixed offer amount.
   	Amount Offer	Cart Shipping Offer	In Offer Amount, enter the offer amount.
   	% Offer	Cart Shipping Offer	In % Amount, enter the percentage offer in numeric format.
   	Formula	Cart Shipping Offer	In Formula, enter the formula to provide the discount.

4. In the Action Conditions section, add rules as per your business requirements. This is optional. See Configuring Conditions for more information.
5. Click the Generate Conditions button and verify the result.
6. In the Locale Specific Message Description section, select the required locale and click the Add Locale button.
   Note:
   • The locales that are configured in the collection properties will appear for selection.
   • If the locale is not added, then the promotion-level locale is considered.
7. Enter the locale-specific display message and description. The Display Message field is mandatory, and the Description field is optional.
   Note: The information entered here overrides the information that is set at the promotion level.
8. Click the Save button.
   Note: To cancel the conditions without saving, click the Cancel button.

View an Action

To view an action,

1. Navigate to a promotion group and then click on the required promotion.
2. Click the ACTIONS tab and view all action details or particular action details.
   

Edit an Action

To edit an action,

1. Navigate to a promotion group and then click on the required promotion.
2. Click the ACTIONS tab.
3. Click the Edit icon against the action that you want to modify.
   
   The edit field details appear under the ACTIONS tab:
   
4. Edit the necessary details and click the Save button to save the changes.

Deleting an Action

To delete an action,

1. Navigate to a promotion group and then click on the required promotion.
2. Click the ACTIONS tab.
3. Click the Delete button against the action that you want to delete.
   
   The action is deleted.

Generating Promo Codes for the Promotion

You can choose to add promo codes to your promotions in the PROMO CODES tab. Adding promo codes to your promotions is optional. You can either manually add promo codes or select a pre-configured promo code list.

A promo code, when associated with a promotion, applies a discount once certain conditions are met. Customers can avail these discounts by applying the code to their order on the shopping cart page of the e-commerce site. The validity of these codes is determined by the date range configured in the promotion.

To set up promo codes for a promotion,

1. Navigate to the required promotion.
2. Click the PROMO CODES tab:
   
3. Click Add Promocodes.
4. Select any one of the following promo code types:
   The following table explains the promo code types:

   Promo Code Type	Description
   Multi User Multi Use	Multiple users can use the code multiple times. Note: Expired promo codes can be reused in a new promotion.
   Multi User Multi Use – M-time Limited Offer	Multiple users can use the code multiple times. However, usage is limited by the overall usage count specified in the “Overall Maximum Usage Count” field. This field is mandatory. Note: Expired promo codes can be reused in a new promotion.
   Multi User N-time Use Per User	Multiple users can use the code multiple times, but it expires after a defined number of times per user as specified in “Maximum usage count“. This field is mandatory. Note: Expired promo codes can be reused in a new promotion.
   Single User Singe Use	A single user can use the code only once after which the code expires.
   Single User N-time Use	A single user can use the code, but it expires after a defined number of times as specified in “Maximum usage count“. This field is mandatory.
   Single User N-Time Use Per X-days	A single user can use the code for a defined number of times over a specified number of days.  The number of uses is specified in the “Maximum Usage Count” field, and the number of days is specified in the “No. of Days Count for Maximum Usage” field. The field “No. of Days Count for maximum usage” is mandatory.

5. In the Promo Code List, select:
   • Manual – Use this option to manually add a promo code. If you need to add another promo code, click the Add Code button.
     Note: Any extra spaces in promo codes, including prefix and suffix values are removed automatically.
   • a promo code list that is already configured. For more information, see Promo Codes List.
     
6. Click the Save button. The promo codes are added to the promotion.
   Note:
   • To cancel adding the promo codes, click the Cancel button.
   • To view the pre-configured promo code list, click the View button.
7. To export the pre-configured promo code list to the configured email address, click the Export button.

Managing the Existing Promotions

Within a specific promotion group, you can:

• View or Edit: Access the summary of an existing promotion or make changes to it.
• Create Promo Codes: Generate additional promo codes for a promotion that is currently in progress.
• Search Promotions: Use filters such as Search Key, Project, Priority, Status, Date, Offer on, Offer type, Stop further processing, Offer ID, or Promotion Class to find specific promotions.
• Manage Promo Codes: View, update, or export the promotional codes.
• Clone a Promotion: Duplicate an existing promotion. See Cloning an Existing Promotion.
• Delete a Promotion: Remove a promotion from the group. See Deleting a Promotion.
• Compare Projects: Analyze the projects associated with a promotion. See Comparing Projects of a Promotion.

Viewing and/or Editing an Existing Promotion

To view and/or edit an existing promotion,

1. Navigate to a promotion group, and then to the promotion via the project approval workflow.
   Note: You can edit a promotion only via a project.
2. Click the Edit icon to edit the promotion, conditions, actions, and/or promo codes.
   
3. Make the necessary changes to the promotion.
   Note: You can edit all the fields, except Offer On and Offer Type. See Promotion creation fields.
4. Click the Save button to save the changes.
   Note:
   • Conditions Tab: If necessary, configure conditions within this tab. Refer to the ‘Configuring Conditions’ section for more details.
   • Actions Tab: If necessary, configure the action details within this tab. Refer to the ‘Edit an Action’ section for more details.
   • Promo Codes Tab: If necessary, update the promo codes within this tab. Refer to the ‘Generating Promo Codes to the Promotion’ section for more details.

Deleting a Promotion

You can only be deleted through a project approval workflow.

To delete a promotion,

1. Navigate to a promotion group, and then to promotion via a project; for example,
   
2. In the promotion list section, click the Delete icon against a promotion that you want to delete.
   
3. Click the Yes button, which deletes the promotion.

Cloning a Promotion

Overview

You can clone a promotion that belongs to a promotion group or promotion schedule that is not yet started, in progress, or expired. A promotion can be cloned within another promotion group that has not started or is in progress. However, promotions cannot be cloned within an expired promotion group.

You can associate the cloned promotion with any promotion group within the same store, a different store, or across multiple stores. This process eliminates the need to recreate a promotion from scratch, thus saving time. After cloning, you can make necessary changes, except for ‘Offer On’ and ‘Offer Type’, where the existing values will be retained. On the General page, you can edit the conditions and generate promo codes if necessary.

For steps on how to clone an existing promotion, refer to the section How to Clone a Promotion.

Note:

• If the status of the promotion you are cloning is ‘ACTIVE’, the status will automatically change to ‘INACTIVE’ in the cloned promotion. You can change the status back to ‘ACTIVE’ if necessary.
• The promo codes in the source promotion will not be cloned.

The following table describes the conditions under which cloning can be performed:

Source Promotion Group	Destination Promotion Group Promotion Group into which the promotion is to be cloned
	YET TO START	STARTED	EXPIRED
Promotion Group that contains the promotion to be cloned (Any Status – YET TO START, STARTED, EXPIRED)	✔	✖	✖

How to Clone a Promotion

To clone a promotion,

1. Navigate to a promotion group and promotion via project approval workflow.
2. Click the Clone button:
   
   The Clone Promotion screen appears:
   
3. In the Promotion Group drop-down list, select:
   • Create New Promotion Group to clone the promotion in a new promotion group. Additional fields appear for creating a new promotion group.
     Note: Follow the same instructions that you do to create a new promotion group.
     
   • Select a promotion group from the list to clone the promotion to the existing promotion group.
     Note: Only the ‘YET TO START’ and ‘STARTED’ promotion groups will be listed in the ‘Promotion Group’ drop-down list.
     
4. Click the Save button to complete cloning.
   

Comparing the Projects of a Promotion

Overview

You can compare the existing projects of a promotion that belongs to a promotion group. This comparison helps identify updates made to the promotion through these projects. For example, a Marketing Manager can compare a previously ‘APPROVED’ project with an ‘OPEN’ project to identify differences before approving the ‘OPEN’ project. The projects to be compared can be in any status, such as ‘OPEN’, ‘SUBMITTED’, ‘APPROVED’, and so on.

For steps on how to compare the existing projects of a promotion, refer to the section How to Compare the Projects of a Promotion.

How to Compare the Projects of a Promotion

To compare the projects of a promotion,

1. Navigate to a promotion group and promotion.
2. Click the Compare Projects button:
   
   Note: If a promotion has less than two projects, the Compare Projects button is disabled.
   The Compare Project screen appears:
   
   Note: On Compare Project screen by default the last updated projects in the Approved status are displayed.
3. Click the edit icon available on the left hand-side to select a project.
   The Select Project popup opens:
   Note: Similarly, select a project using the edit icon available on the right hand side.
4. Click the Select button to complete the selection.
   The comparison of the selected projects is shown.

Managing the Existing Promotion Groups

You can perform these actions on the existing promotion groups:

• Backdate the start and end dates of a specific promotion group if it has not yet started.
• Create or clone a promotion when a promotion group is in progress.
• Search by Project, Priority, Status, Date, or choose to Stop further processing.
• View the summary of an existing promotion group or edit it.
• Delete a promotion group.
• Compare the projects within a promotion group.

Viewing or Editing a Promotion Group

To view and/or edit a promotion group,

1. On the Promotions home page, click on the required promotion group.
   
   The promotion group overview and list of promotions appear:
2. Click the Edit icon to modify the promotion group details:
   
   The Select Project pop-up opens. This is required to create a promotion group and get it approved by the Promotion Manager.
3. Select the required project. For example,
   
   Note: If the project is not available, then create a new project. For more information, see “Creating a New Project“.
4. Click the Edit icon to update the promotion group details. See Promotion Group Field Details.
   
   To create a new promotion, see Create a Promotion.
5. Click the Save button to update the promotion group.

Deleting a Promotion Group

Use the project approval workflow to delete a promotion group.

To delete a promotion group,

1. In the Promotions home page, click the Delete icon.
   
2. Click the Yes button in the confirmation message.
   
   The promotion group is deleted.

Comparing Projects Within a Promotion Group

Overview

You can compare the existing projects of a promotion group to identify updates made through these projects. For example,  a Marketing Manager can compare the previously APPROVED project with an OPEN project to find the differences before approving the OPEN project.You can compare projects regardless of their status, such as OPEN, SUBMITTED, APPROVED, and so on.

For steps on comparing the existing projects of a promotion group, see the section How to Compare the Projects of a Promotion Group.

How to Compare Projects Within a Promotion Group

To compare the projects of a promotion group,

1. Navigate to a promotion group.
2. Click the Compare Projects button:
   
   Note: If a promotion group has less than two projects, the Compare Projects button is disabled.
   The Compare Project screen appears:
   
   Note: On Compare Project screen by default the last updated projects in the Approved status are displayed.
3. Click the edit icon available on the left hand-side to select a project.
   The Select Projects  popup opens:
   
   Note: Similarly, select a project using the edit icon available on the right hand side.
4. Click the Select button to complete the selection.
   The comparison of the selected projects is shown as follows:
   

Managing Promotion Lists

Use the List feature to upload multiple values to a list associated with specific operands. You can manually add values or bulk upload them in .txt or .csv format. After creating a list, add it to the promotion group, promotion, and/or action conditions as needed. When setting a rule, select a list for the ‘in’ and ‘not in’ operands and operators. You can edit a list even after a promotion has started.

With List, you can upload multiple values to a list associated with specific operands. You can manually add values or bulk upload them in the .txt or .csv format file. After creating a list, add it to the promotion group, promotion, and/or action conditions as needed. When setting a rule, select a list for the specific operands and operators such as ‘in‘ and ‘not in‘.  You can edit a list even after a promotion has started.

On the Lists page, you can:

• Create a new list
• View or edit an existing list
• Delete a specific list
• Search for lists by List Name, Fields, or Status

For creating a promotion list, see the video below or the step-by-step instructions:

Creating a New List

To create a new list,

1. Click List in the left panel.
   
2. Click the Create List button to create a new promotion list.
   
   The Create Promotion List appears:
   
   The following table describes the Create Promotion List screen:

   Field	Description
   List Name	Enter a unique name for the list.
   Status	Set the list status as either Active or Inactive. Note: Only list(s) with an Active status appear in the conditions.
   List Type	Associate the list with one of the following operands: SKU Bundle Cart User Payment B2B Accounts
   Field Type	Select the required field type. The field type appears based on the selected operands.

3. Click the Save button to create the promotion list. Now, you can start using the list for creating the conditions.
   Note: To cancel adding the promotion list, click the Cancel button.

Generating Promotion Lists

You can add list items to a list one by one or bulk upload the list file.

Adding List Items to a List Manually

To add list items to a list manually,

1. In the Promotions Admin console, click List in the left navigation panel.
   
   The following List page appears:
2. Click on a particular list to create a list of items within it. If there is no list available, you need to create a new list. For more information, see Create a New List.
3. Click Add List Items as shown below:
   
4. In List Item, enter the item.
5. To add more list items, click the Add List Item button.
6. Click the Save button to save the newly added list items.
   Note:
   To cancel adding the list items to the list, click the Cancel button.
   To delete a particular list item, click the Delete icon.

Bulk Upload List Items to a List

You can bulk upload promotion list items to a list from your local computer. Ensure the list item file is comma-separated.

To bulk upload list items to a promotion list,

1. In the Promotions Admin console, click List in the left navigation panel.
   
   The following List page appears:
2. Click on a particular list to create a list of items within it. If there is no list available, you need to create a new list. For more information, see Create a New List.
3. Click the UPLOAD LIST tab.
   
4. Click the Add File button and select the .csv or .txt file from your local machine.
5. Once the upload is successful, click the Start Import button to import the uploaded list items onto the list.
   Note: To delete the uploaded file before importing it into the list, click the Delete icon against the uploaded file name.

Managing Promo Code Lists

Promo codes are unique and can be used across multiple promotions.

On the Promo Codes List page, you can:

• Create, view, edit, or delete a promo code list.
• Search lists by Promo Code List Name or Status.
• Download promo codes as a .csv file to your local machine.
• Send promo codes to your configured email address.

For creating a promotion code list, see the video below or the step-by-step instructions:

Create a Promo Code List

To create a new promo code list,

1. Click the Promo Codes List button in the left panel.
   
2. Click the Create PromoCode List button to create a new promo code list. The Create Promocode List screen appears:
   
3. The following table describes the Create Promocode List screen:
   

   Field	Description
   Promocode list Name	Enter a unique name for the promo code list. This is a required field.
   Status	Set a status for the promo code list: Active: Promo codes in the list are available for use in the configured promotions. Inactive: Promo codes are not valid or available for use in the configured promotions. Note: Only promo code list(s) with Active status appear in the promotions.

4. Click the Save button to complete creating the promo code list. Now, you can add promo codes to the list.
   Note: To cancel adding the promo code list, click the Cancel button. 

Generating Promo Codes for the Promo Codes List

Each campaign has unique promo codes. You can optionally add these codes to your promotions in the Promo Codes tab. Here, you can add, generate, or upload unique promo codes.

Promotion codes are unique for a campaign. You can optionally choose to add promo codes to your promotions in the Promocodes tab.  Here, you can add, generate, or upload unique promo codes.

A promo code linked to a promotion applies a discount when certain conditions are met. Customers can apply these codes to their orders on the shopping cart page of the e-commerce site while the promotion is active. The codes will expire based on the dates specified in the promotion.

Adding Promo Codes Manually

To add promo codes to the promo codes list,

1. Click the Promo Codes List tab in the left panel.
2. Click the ADD PROMOCODE tab, which is shown by default upon clicking the Promo Codes List tab.
3. Click Add Promo Codes.
   Note:
   • To add another promo code, click the Add Code button.
   • To remove a promo code, click the Delete icon.
4. In Promo Code, enter the promo code and click the Save button.
   Note: This field accepts alphanumeric and special characters (such as hyphen “-” and underscore “_”).
5. The promo code(s) is saved to the promo code list which you can use in a promotion while configuring conditions.

Uploading Promo Codes Using a File

You can upload promo codes in a .csv or .txt format file from your local machine to a promotion. Ensure that the promo codes in the file are comma-separated.

To upload the promo codes,

1. Click the Promo Codes List tab in the left panel.
2. Click the UPLOAD LIST tab.
3. Click the Add File button and select the .csv or .txt file from your local machine.
4. Once the upload is successful, click the Start Import button to import the uploaded promo codes onto the promo code list.
   Note: To delete the promo code before importing it into the promo code list, click the Delete icon against the uploaded file name.

Generating Promo Codes Automatically

When generating promo codes, you can:

• Add a prefix and/or suffix to the promo codes.
• Limit the promo code length to a maximum of 64 characters, including any prefix and suffix.
• Determine the number of promo codes to generate.
• Choose whether the promo codes should contain alphabets, numbers, or alphanumeric characters.

To generate multiple promo codes automatically,

1. Click the Promo Codes List tab in the left panel.
2. Click the USE CODE GENERATOR tab.
3. Enter the number of promo codes you want to generate.
4. Enter the number of characters you want to have in a promo code including prefix and suffix values.
5. In Add Prefix, enter a term to have a prefix value to the promo code. This is optional.
6. In Add Suffix, enter a term to have a suffix value to the promo code. This is optional.
7. Select any one of the following:
   • Letters only – To generate only alphabets.
   • Numbers only – To generate only digits.
   • Use Both – To generate a combination of both digits and alphabets.
8. Click the Save button to generate the promo codes.

Downloading Promo Codes

After saving the promo codes, you can download them as a CSV file to your computer.

To download the promo codes,

1. In the left panel, click the Promo Codes List tab:
   
2. Click a particular promo code list name.
3. Click the Export button.
   
   The list of promo codes is downloaded to your local computer in a .csv file format.

Sending Promo Codes to Your Email

After saving the promo codes, you can email the list to your configured email address.

To download the promo codes,

1. In the left panel, click the Promo Codes List tab:
   
2. Click a particular promo code list name.
3. Click the Send Mail button.
   
   The list of promo codes is sent to the configured email address.

Examples of Configuring Conditions and Actions

This section provides various examples of configuring conditions and actions for the various offer types.

Configuring Item Price Rules

This section explains how to configure promotion offers based on the offer rule Item Price Rules. You can,

• Configure a 100% Discount for a Normal Product
• Configure a 100% Discount for a Bundle Product
• 100% Discount for Combination of a Normal Product
• 100% Discount for Combination of a Bundle Product

Configuring a 100% Discount for a Normal Product

Scenario: If the customer orders one quantity of any of the configured items (normal products), the customer receives a $100 discount.

To configure a 100% discount for a normal product,

1. Create a promotion within the promotion group, as below,
   • Offer On: Item Price Rules
   • Offer type: % Offer 
     
2. In the CONDITIONS tab, specify the SKU ID to which you need to provide the discount.
   
3. Click the ACTIONS tab and configure the Action Type, Purchase Type, Purchase Quantity, and % Offers.
   
4. Click Save. Once the promotion is submitted and approved. The promotion appears on the storefront.

Configuring a 100% Discount for a Bundle Product

Scenario: The customer receives a $100 discount when the customer orders 1 quantity of the configured bundle item.

To configure a 100% discount for a bundle product,

1. Create a promotion within the promotion group, with the properties given below,
   • Offer On: Item Price Rules
   • Offer type: % amount or % Offer
     
2. In the CONDITIONS tab, specify the bundle ID to which you need to provide the discount.
   
   Note: While configuring the condition, ensure that you select the Bundle Id option.
   
3. Click the ACTIONS tab and configure the Action Type and % Amount or % offers.
   
   This configuration indicates that, when the bundle item (FixedK1001) is ordered, the customer will get a 100% discount.
4. Click Save. Once the promotion is approved. The promotion appears on the storefront.

100% Discount for Combination of a Normal Product

Scenario: When a combination of more than one product (normal products) is configured for a 100% discount, the system identifies the product that has the lowest price value and displays the promotion for that product.

To configure a 100% discount for a combination of normal products,

1. Create a promotion within the promotion group, as below,
   • Offer On: Item Price Rules
   • Offer type: % Offer
     
2. In the CONDITIONS tab, specify the SKU IDs to which you need to provide the discount.
   
3. Click the ACTIONS tab and configure the Action Type, Purchase Type, Purchase Quantity, and % Offer.
   
4. Click Save. Once the promotion is submitted and approved. The promotion appears on the storefront.

100% Discount for Combination of a Bundle Product

Scenario: When a combination of more than one product (bundle products) is configured for a 100% discount, the system identifies the product that has the lowest price value and displays the promotion for that product.

To configure a 100% discount for a combination of a bundle product,

1. Create a promotion within the promotion group, as below,
   • Offer On: Item Price Rules
   • Offer type: % Offer
     
2. In the CONDITIONS tab, specify the bundle IDs to which you need to provide the discount.
   
   Note: Ensure that you select the condition ID from the bundle option.
   
3. Click the ACTIONS tab and configure the Action Type, Purchase Type, Purchase Quantity, and % Offers.
   
   Note: Ensure that you select the Action Type as “Bundle Product Offer”
4. Click Save. Once the promotion is submitted and approved. The promotion appears on the storefront.

Configuring BOGO Rules

This section explains how to configure promotion offers based on the offer rule BOGO Rules.

You can,

• Configure a Gift for a Bundle Product based on a Product Id
• Configure a Gift for a Bundle Product based on a Category Id

To provide Buy One Get One 10% offer for an item:

1. In the Offer On field, select BOGO Rules.
   
2. In the Offer Type field, select %offer.
3. Click the ACTIONS tab and specify the Action Name and Action Type.
   
4. In the Condition field, define the conditions, Buy Item Quantity, and Get Item Quantity as 1.
5. Click Save. Once the promotion is submitted and approved. The promotion appears on the storefront.

Configuring a Gift for a Bundle Product Based on a Product Id

Scenario: Configure a gift for a bundle product based on a product Id

To configure a gift for a bundle product based on a product ID,

1. Create a promotion within the promotion group, with the below properties,
   • Offer On: BOGO Rules
   • Offer type: % Offer
     
2. Click the ACTIONS tab.
3. In the Action Type field, select Bundle GWP to configure the promotion for a bundle product.
4. In the Buy Item Condition section, click Add Rule and configure the Bundle ID details that need to be purchased. For example, 6102 1465/9996.
   
   Note: Ensure that you select the Id from the Bundle option.
   
5. In the Buy Item Quantity field, enter the number of gift quantities.
6. In the Gift Product Id field, enter the product ID.
7. In the Gift SKU Id field, enter the SKU ID.
   
   Note: Ensure that the entered SKU ID is associated with the given product ID.
   • This configuration indicates that when the customer purchases the bundle product “61021465/9972”, the item “6102 1465/9996” is offered as a gift.
8. Click Save. Once the promotion is submitted and approved. The promotion appears on the storefront.

Configuring a Gift for a Bundle Product Based on a Category ID

You can configure a gift for a bundle product based on a category ID. Here, the configured gift appears on the storefront only when the user accesses the product via the configured category. For example,

Let us consider two categories that have the same bundle of products.

• Category 1: Fashion
  • Products in category 1 are Jean’s bundle, T-Shrit short-sleeve, and T-Shrit long-sleeve.
• Category 2: Work Wear
  • Products in category 2 are jeans bundles, stripped T-shirts, and polishing bars.

Now, when you configure the category “Fashion” and the product “Jean’s bundle” using the condition “AND” as shown in the below scenario. The promotion offer appears on the storefront for the product “Jean’s bundle” ONLY when you access the product from the category “Fashion”.

Note: The promotion offer does not appear on the storefront when you access the same product via other categories for example “Work Wear”.

Scenario: Configure a gift for a bundle product from a particular category.

To configure a gift for a bundle product from a particular category,

1. Create a promotion within the promotion group, with the below properties,
   • Offer On: BOGO Rules
   • Offer type: Fixed Offer
2. Click the Action button.
3. In the Action Type field, select Bundle GWP to configure the promotion for a bundle product.
   
4. In the Buy Item Condition section, click Add Rule.
5. In the operand field, under the Bundle section, select Category Id to configure the promotion based on a category.
   
6. Click the condition “AND” and then click on Add rule and configure the bundle product ID to which you need to configure the promotion offer.
   
   Note: It is mandatory to specify the product ID using the AND condition; only then the promotions offer appear on the storefront.
   

Configuring a Promotion for the Target Group Users

A unique SAP ID is generated in the “reference attribute” during a new user’s sign-up. Infosys Equinox or a third party collects that SAP ID during sign-up. Based on events, such as holiday gifts, etc., a list is created under the “list” section with a collection of the user’s SAP ID and imported to the promotions admin. These user lists are the target group users; you can configure promotions for users associated with the lists.

You can,

• Configure a Promotion for the Target Group Users
• Configure a Promotion for the Target Group Users using the Promo Code

You can also create the required user list for the target group using the Promotion List. See Managing Promotion Lists.

Configuring a Promotion for the Target Group Users

This section explains how to configure promotions for target group users.

Scenario: Only the users associated with the list item receive a gift when any of them places an order.

Prerequisite

Before you begin, ensure that you,

• have the User List with the signed-in users in the List.
• created new list items (list of users and/or values) in the List tab if required.

To configure a promotion for target group users,

1. Create a promotion within the promotion group, as below,
   • Offer On: Cart Price Rules
   • Offer type: % Offer
     
2. Click the ACTIONS tab to specify the Action Type, % Offer, and Action Condition.
   
   Note: In the Actions page, ensure that the mentioned SKU ID is associated with the specified product ID.
3. In the Action Condition section, click Add Rule and add the name of the list.
   
   This configuration indicates that the given product appears as a promotion only for the users who are part of the list. See Creating the User List.
4. Click Save. Once the promotion is submitted and approved. The promotion offer appears on the storefront.

Configuring a Promotion for the Target Group Users using the Promo Code

Scenario: Only the users associated with the list item receive a gift when any of them place an order and only if they enter the promo code.

Prerequisite

Before you begin, ensure that you,

• have the User List with the signed-in users in the List.
• created the required List Item (list of users and/or values) in the List tab.

To configure a promotion for Target Group users using the promo code,

1. Perform Step 1 to Step 4 mentioned in the section Configuring a promotion for the target group users.
2. Click the PROMO CODES tab and specify the promo code as mentioned below.
   
   Note: This configuration indicates that when the list of users associated with the list item (Preferred Customer /Member) places an order, the storefront displays the gift (01550095), and the promo code offers “AF12340”.
3. Click Save.
4. Once the promotion is submitted and approved. The promotion offers appear on the storefront.
   Note: In order to customize the promotion, offer for users using the promocodes type, refer to Generating Promo Codes for the Promotion section in the Promotions Admin User Guide.

Configuring Cart Price Rules

This section explains how to configure an offer on Cart Price Rules.

You can,

• Configure a Promotion for the Cart Price Rules or Trade In Offers
• Configure Cart GWP Promotion

Configuring a Promotion for the Cart Price Rules or Trade In Offers

Scenario: The customer receives a 10% discount whenever the total amount in the cart is greater than or equal to $200.

To configure Cart GWP promotion,

1. Create a promotion within the promotion group, as below,
   • Offer On: Cart Price Rules
   • Offer type: Amount offer
     
2. In the CONDITIONS tab, configure the condition as mentioned in the screen below:
   
3. Click the ACTIONS tab and specify the Action Type and % Offer fields.
   
4. You can specify the Offer on other values, % Offer on PV, and % Offer on CV fields. This is optional.
   Note:
   • These fields appear if you define the PV and CV options in the collection and the store properties. See, Defining PV, CV, and SB.
   • This configuration indicates that whenever the total price in the cart is greater than or equal to 200, the customer receives a 10% discount. You can configure the 10% PV offer and 10% CV offers.
5. Click Save. Once the promotion is submitted and approved. The promotion offer appears on the storefront.

Configuring a Promotion for the Cart GWP

This section explains how to configure Cart GWP.

Scenario: The customer receives the defined product as a gift whenever the cart’s total amount is $1500.

Pre-requisites: Ensure that you create a Promotion group before configuring the promotion. See Creating a Promotion Group.

To configure Cart GWP promotion,

1. Create a promotion within the promotion group, as below,
   • Offer On: Cart Price Rules
   • Offer type: % Offer
2. In the CONDITION tab, configure the condition.
   
   Note: If you do not specify the condition, then the gift appears for all price values on the cart items.
3. Click the Action tab and specify the Action Type, GiftProdutID, GiftSKUID, and GiftQuantity fields.
   Note: Ensure to select the CartGWP option in the Action Type field.
4. Under the Action Condition section, click Add rule and specify to configure the GWP for the preferred cart item.
   
5. In the Cart option, select the required option.
6. Click Save. Once the promotion is submitted and approved. The promotion offer appears on the storefront.

Configuring Item Shipping Rules

Cart Shipping Rules allow you to set up a cart shipping offer.

This section explains how to configure promotion offers based on the offer rule “Item Shipping Rules”.

To configure the item shipping rule for an item,

1. Create a promotion within the promotion group, as below,
   • Offer On: Item Shipping Rules
   • Offer type: % Offer
     
2. In the CONDITION tab, click the Add rule button and specify the necessary condition.
   
3. Click the ACTIONS tab and add actions as shown below.
   
   This configuration indicates the 100 percent shipping offer.
4. Click Save. Once the promotion is submitted and approved. The promotion offers appear on the storefront.

Configuring Cart Shipping Rules

This section explains how to configure promotion offers based on the offer rule “Cart Shipping Rules”.

To configure the cart shipping rules for an item,

1. Create a promotion within the promotion group, as below,
   • Offer On: Cart Shipping Rules
   • Offer type: % Offer
     
2. In the CONDITION section, click the Add rule button and specify the condition.
   
3. Click the ACTIONS tab and add actions as shown below.
   
4. In the Action Conditions section, click the Add rule button and configure the condition as shown below.
   
   Note: This configuration indicates that the customer receives a 100% offer on the overall cart price if the amount is greater than or equal to $99 and the shipping method adheres to the given condition.
5. Click Save. Once the promotion is submitted and approved. The promotion offer appears on the storefront.

Configuration a Promotion with PV and CV Discounts

The Point Volume (PV), Commission Volume (CV), and Sharing Bonus (SB) are the additional components/values assigned to the products. You can apply discounts to the additional values (PV, CV, and/or SB) that are assigned to the products at the item level and cart level.

• Defining PV, CV, and SB
• Configuring Item Level PV and CV Discounts for a Normal Product
• Configuring Item Level PV and CV Discounts for a Bundle Product

Defining PV, CV, and SB

The values of the transaction price, PV, and CV are applicable for both normal products and special products such as bundles, fixed bundles, and SKU kits for the default SKU. In addition to the transaction price, you can configure promotion offers for additional components like PV, CV, and SB using the item price and cart price rules in the Actions tab. The discounts are applied to the product or bundle at the item level and cart level. The promotion admin and/or editor can enable the PV, CV, and SB discounts for the promotion. Before configuring a promotion, it is mandatory to update the below collection property and the store-level properties.

To define PV, CV, and SB,

1. Navigate to the Advanced tab of the store and add the default property Property Key: allowedPromotionPriceFacets and its Property Value: PV, CV, and SB. See Edit a Store.
   Note:
   • When required update the “excludePriceFacets” property to exclude the PriceFacets, which excludes the mentioned value (additional component) from the discount functionality and does not display in the Store Front.
   • For detailed information, see the Adding Store Specific Properties section, in the Configuring Store Properties section.
2. Update the Collection Property “ruleengine.settings” under the Item Price Rule and Cart Price Rule, as well as the actions for % offer, Fixed Offer, and Amount offer. See Collection Properties.
3. As part of displaying the discounted PV, CV, and/or SB for a product on the storefront, you need to configure PV, CV, and SB as custom price types in the Pricing service.  See Adding a Custome Price Type.

Configuring Item Level PV and CV Discounts for a Normal Product

Scenario: This configuration indicates that when the customer orders the item 01001790 or 01550095, the customer receives a 100% discount, a 10% PV offer, and a 20% CV offer.

Pre-requisites

It is mandatory to define the PV and CV options in the collection properties and the store properties. See Defining PV, CV, and SB.

You can define PV and CV discounts on the values of the transaction price. Ensure that the store property “allowedPromotionsPriceFacets” is configured in the Foundation admin Console.

To configure item-level PV and CV discounts for a normal product,

1. Create a promotion within the promotion group with the configurations given below,
   • Offer On: Item Price Rules
   • Offer type: % Offer
     
2. Click the CONDITIONS tab and configure the condition as shown below.
   
3. Click the ACTIONS tab and configure the fields Action Type, Purchase Type, Purchase Quantity, % Offer, Offer on Other Values, % Offer on PV, and % Offer on CV.
   
   This configuration indicates that when the customer orders items 01001790 or 01550095, the customer receives 20% discount, a 10% PV offer, and a 20% CV offer.
4. Click Save. Once the promotion is submitted and approved. The promotion offer appears on the storefront.
   Note: The storefront displays business-defined PV and CV values for the products. The PV and CV discounts appear only for those products that are configured with PV and/or CV offers.

Configuring Item Level PV and CV Discounts for a Bundle Product

Pre-requisites:

Ensure the values PV and CV are added in the collection properties and the store properties to configure discounts for PV and/or CV values. See Defining PV, CV, and SB.

To configure a promotion for a bundle product,

1. Create a promotion within a promotion group with the configurations given below,
   • Offer On: Item Price Rules
   • Offer Type: % Offer
     
2. Click the CONDITIONS tab and configure the condition as shown below.
   
3. Click the Action tab and specify the fields, Action Type, % Amount, Offer on other Values, % Offer on PV, and % Offer on the CV fields.
   
   Note: Select the Bundle Product Offer in the Action Type field.
   Scenario: This configuration indicates that whenever the bundle item “FixedK1001” is ordered, the customer receives a 100% discount, 10% PV offer, and 30% CV offer.
4. Click Save. Once the promotion is approved. The promotion appears on the storefront.

Example 1: If the transaction price of an item is $100, PV is 30, and CV is 20, then the customer can configure a 10% discount for all of them (transaction price, PV, CV, etc.) or a 50% discount for the transaction price, 20% for PV, and 10% for CV. In this scenario, the value of the transaction price becomes $50, the PV value is 24, and the CV value is 18.

Example 2: In the case of multiple discounts for bundles, each discount is applied based on priority.

• Discount 1: A 10% discount applied to the transaction price of $150 results in a $15 discount value, which results in the final discounted value of $135.
• Discount 2: A 5% discount applied to the transaction price of $135 results in a $6.75 discount value, which results in the final discounted value of $128.25.
  Note: In this scenario, the promotion admin first calculates the discount of 10% and then applies the 5% offer to the discounted value.

Discount 1 (with priority 24): Since it is a bundle product, a 10% discount is applied first to the transaction price, PV, and CV values.

Discount 2 (with priority 25): The discounted value receives 5% off that is applied second on the transaction price, PV, and CV values because of a coupon code.

Configuring Frequency-Based Promotions

This section explains how to configure frequency-based promotions.

You can configure the following,

• A promotion for monthly frequency
• promotions frequency with properties
• Channel Type
• Order Type
• Loyalty customer tier-based promotion
• Loyalty Opt-in status

Configuring a Promotion for Monthly Frequency

This section explains how to configure a promotion for a monthly frequency.

To configure a promotion for monthly frequency,

1. Create a promotion within the promotion group and define the fields as shown below.
   
   Note: Select “Monthly” in the frequency field and define the values.
2. Click the CONDITIONS tab and configure the conditions, as shown on the screen:
   
3. Under the Action section, click Add rule to specify the action and the condition as shown on the screen.
   This configuration means the customer avails 10% offer for the first order in a month when the cart level item price is greater or equal to 100.
4. Click Save. Once the promotion is submitted and approved. The promotion offer appears on the storefront.

Configuring the Frequency-Based Promotions with Properties

This section explains how to configure a promotion with the following properties:

• Channel Type
• Order Type
• Loyalty customer tier-based promotion
• Loyalty Opt-in status

Channel Type

You can configure promotions for the channel types:

• Web
• Phone
• WIC (Walk In Centre)

To configure frequency promotions based on the channel type,

1. Create a promotion within the promotion group and define the fields as mentioned below.
   
2. Click the CONDITIONS tab and configure the conditions as shown below.
   
3. Click the ACTIONS tab and define the actions as shown below.
   
   This configuration indicates that when a web user or a CSR user orders the products “01003901” or “01010621”, the user receives the product “01001790” as a gift for the first purchase in a month.
4. Click Save. Once the promotion is submitted and approved. The promotion offer appears on the storefront.

Loyalty Customer Tier-Based Promotion

Scenario: On a monthly basis, a gift must be given to the loyalty T2 or T3 customers whose cart’s total price is greater than or equal to $1000. So that customers obtain the advantage of the offer on their first purchase at the specified monthly frequency.

Prerequisite:

Before you begin, ensure that the opt-in functionality options are configured in the store properties “tierConfigMap” and the collection property “customActionTypesConfig” of the Loyalty service.

To configure frequency promotions with tire-based properties for Loyalty customers,

1. Create a promotion within the promotion group and define the fields as shown below:
   
   Note: Ensure that you select “Monthly” in the frequency field and define the required value.
2. Click the CONDITIONS tab and configure the conditions as shown below:
   
3. Click the ACTIONS tab and define the actions as shown below:
   
   This configuration indicates that whenever the cart’s total price is greater than or equal to 150, the item “01001647” is offered as a gift to T2 or T3 customers once a month on their first purchase. 
4. Under the Action section, click Add rule and configure the condition for the action as shown below:
   
   Note: This configuration indicates that whenever the cart’s total price is greater than or equal to 150, the item “01001647” is offered as a gift ONLY to the Tier 2 or Tier 3 loyalty customers once a month on their first purchase.
5. Click Save. Once the promotion is submitted and approved. The promotion offer appears on the storefront.

Loyalty Opt-in status

Scenario: A gift must be given only to loyalty users based on a monthly frequency. So that Loyalty users get a gift on their first purchase once every month.

Prerequisite:

Before you begin, ensure that the opt-in is in the store properties “allowedRewardTypesForOptIn” and the collection property “customActionTypesConfig” of the Loyalty service.

To configure frequency for the opt-in loyalty customers,

1. Create a promotion within the promotion group and define the fields.
   • Offer type: Cart Price Rules
   • Offer type: Fixed offer or % offer
2. Frequency: Monthly
3. Frequency value: “1” the customer can avail of the offer once a month. “2” the customer can avail of the offer once in two months.
4. Promotion Identifier: Loyalty01
   Note: Ensure to select “Monthly” in the frequency field and define the required value.
5. Click the CONDITIONS tab, click the Add Rule button, and define the rule.
6. Click the ACTIONS tab and define the actions as mentioned below:
   
   Note: Ensure that the specified SKU ID is associated with the specified Product ID.
7. Under the Action Condition section, click Add rule and specify the condition (property value).
   Note:
   • If you do not specify the condition, then the gift appears for all cart items checkout. For different condition-based scenarios, see Loyalty opt-in conditions.
   • Ensure that you select the Property option within the Cart since the offer is for the Cart Price.
8. Click Save. Once the promotion is submitted and approved. The promotion offer appears on the storefront.

Loyalty Opt-In Conditions:

You can configure the following conditions for the loyalty opt-in customers:

• Condition 1: Opting for loyalty:
  • If the user opted loyalty for a month and places his order, then the user gets the gift in his first order.
  • The gift is not applicable if the same user places his second order in the same month.
• Condition 2: Opting for loyalty in the middle of a month:
  • If the user opts for loyalty in the middle of a month, the user receives a gift on the first order. The same offer is not applicable when the user places a second order in the same month.
  • When the user places the order for the next month, the gift is applicable for the first order of that month.
• Condition 3: Loyalty opt-in/opt-out in the same month:
  • The user opt-ins for loyalty, receives a gift on the first order, and opts out in the same month.
  • Again, if the user opts in and places the first order, then the gift is not applicable, because the gift is already provided.

Configuring a Promotion Based on Property Support

The purpose of this functionality is to apply for property support in promotions. You can configure Cart property, User property, and Order property for Storefront users, CSR users, and various other users.

Channel Type

• Web
• Phone
• WIC (Walk In Centre)

Scenario: A gift is provided to the WIC customer.

To configure a promotion based on the channel type (WIC),

1. Create a promotion within the promotion group and define the fields.
   • Offer type: BOGO Rules
   • Offer type: Fixed offer or % Offer
     
2. Click the CONDITIONS tab and configure the condition.
   
3. Click the ACTIONS tab and define the actions.
   
   This configuration indicates that a gift “0100790” is given to the WIC customer.
4. Click Save. Once the promotion is submitted and approved. The promotion offer appears on the storefront.

 

Subscription Order Type

Scenario: A gift is offered to a customer when the cart’s total price value is greater than or equal to $200 and it is a subscription order.

To configure frequency promotions based on the order type,

1. Create a promotion within the promotion group and define the fields.
   • Offer type: Cart Price Rules
   • Offer type: Fixed offer or % Offer
     
2. Click the CONDITIONS tab and click the Add Rule button to define the rule.
   
3. Click the ACTIONS tab and configure the actions.
   
4. Under the Action Condition section, click Add rule and specify the condition (property value).
   
   Note: While configuring conditions for the actions, ensure that you select the property from the cart option for the cart-level offer.
   
   This configuration indicates that when the total price in the cart is greater than or equal to $200, and there is a subscription order, the user receives the product 01001791 as a gift.
5. If the order type is defined as “standard”, then the user receives the gift for all the orders, irrespective of subscription orders.
6. Click Save. Once the promotion is submitted and approved. The promotion offer appears on the storefront.

Standard Order Type

Scenario: A 20% offer is provided when the customer’s cart’s total prize value is greater than or equal to $200 and it is only a standard order.

To configure frequency promotions based on the order type,

1. Create a promotion within the promotion group and define the fields.
   • Offer type: Cart Price Rules
   • Offer type: % offer
     
2. Click the Conditions tab, and click the Add rule button to define the rule.
   
3. Click the ACTIONS tab and configure the actions.
   
4. Under the Action Condition section, click Add rule and specify the condition (property value).
   
   Note: While configuring conditions for the actions, ensure that you select the property from the cart option for the cart-level offer.
5. If the order type is a standard order, the user receives a 20% offer that excludes subscription orders and other property orders.
6. Click Save. Once the promotion is submitted and approved. The promotion offer appears on the storefront.

Configuring a Promotion Based on the Attribute Values

The product attributes are configured with the discount values in the Catalog Service. You can configure a promotion offer for those product attribute IDs so that the discount value is applied to the exact price and the offer displays on the storefront.

This section explains how to configure a promotion based on the attribute values, you can,

• Configuring a Promotion Based on Attribute Values for a Normal Product
• Configuring a Promotion Based on Attribute Values for a Bundle Product

Prerequisite:

Before you begin,

1. It is mandatory to create the property key “productPropertiesForPromotion” with the property values “grpdis,pvdis,cvdis,sbdis,whlpricedis,rtlpricedis” at the store-level in the Foundation Admin Console.
   
2. It is mandatory to update the collection property “ruleengine.settings” with the values “PV, CV, GRP, SB, Retail, and Wholesale”, ONLY then the values are enabled in promotion for configuration. See Collection Properties.
3. Navigate to the Catalog, and then the Attributes tab to check that the required attributes are defined as the default attributes in the Catalog microservice. For example, pvdis, cvdis, rtlpricedis, whspricedis are the attributes in the Catalog. See Creating Attributes and Import Attributes.
   

Configuring a Promotion Based on Attribute Values for a Normal Product

To configure promotions based on the attribute values for a normal product,

1. Create a promotion within the promotion group, and define the fields as shown below.
   
2. Click the ACTIONS tab and define the actions as shown below.
   
3. In the % Offer field, specify the offer as mentioned in the given format ${attribute ID}.
4. If required, configure the PV, CV, SB, GPR, retail, and/or wholesale values as shown in the below screen.
   
   Note:
   • Ensure that you specify the correct attribute ID. The attribute ID should be the same as in the Catalog Attributes. See Managing Attributes.
   • For example, if the attribute ID in the catalog service is “whlpricedisc” then the offer should be as ${whlpricedisc} represented with the same attributes ID in the given format. If the attribute ID is “pvoffer” then the formula should be ${pvoffer}.
     
5. Navigate to the Catalog, and then the Products page to check these attributes are associated with the products. see Adding Attributes to a Product.
6. Click Save. Once the promotion is submitted and approved. The promotion offer appears on the storefront.

Configuring a Promotion Based on Attribute Values for a Bundle Product

To configure a promotion based on the attribute values for a bundle product,

1. Create a promotion within the promotion group, and define the fields as shown in the below screen.
   
2. Click the CONDITIONS tab and configure the condition for a bundle product.
   
   Note: Ensure that you select the ID within the Bundle option.
3. Click the ACTIONS tab and define the actions as shown below.
   
4. In the % Offer field specify the offer as mentioned in the given format ${attribute ID}.
5. If required, configure the PV, CV, SB, GPR, retail, and/or wholesale values as shown below.
   
   Note:
   • Ensure that you specify the correct attribute ID. The attribute ID should be the same as in the Catalog Attributes.
   • For example, if the attribute ID in the catalog service is “whlpricedisc” then the offer should be as ${whlpricedisc} represented with the same attributes ID in the given format. If the attribute ID is “pvoffer” then the formula should be ${pvoffer}.
     
6. Click Save.
7. Navigate to the Catalog > Products page to ensure these attributes are associated with the products. see Adding Attributes to a Product.
   Once the promotion is submitted and approved. The promotion offers appear on the storefront.

Managing Feed Jobs

You can manage the feed jobs of the Promotion microservice via the Batch Jobs dashboard. For more details on Promotion feeds, refer to the page Feed – Promotion. Each feed can contain multiple batch jobs which in turn may contain multiple schedules.

Note: You can also view the batch jobs of a Promotion collection on the collections management page. For more details, see Managing Collections of a Microservice.

With the Promotion Batch Job dashboard, you can:

• View the Job Schedules of a Feed Job
• View the Running Details of a Feed Job
• Edit a Feed Job
• Edit or Retrigger a Job Schedule

For managing the feeds, see the video below or the step-by-step instructions:

Note: The above video is updated for Release 8.11.

View the Job Schedules of a Feed Job

To view the job schedules of a batch job,

1. In the Promotion homepage, click Batch Jobs in the left navigation panel.
   
   The Batch Jobs page is displayed.
   
2. Click a particular batch ID to view the job details of a promotions.
   
   Note: If you want to view the Job Details and Job History, click History.
   
3. Click on a Job ID to view the Job Schedules.
   
   The Job Schedules are displayed.

View the Running Detail of a Feed Job

To view the running details of a feed job,

1. In the Promotion homepage, click Batch Jobs in the left navigation panel.
   
   The Batch Jobs page is displayed.
   
2. Navigate to the Job Schedules page. The Job Schedules are displayed.
   
3. Click History in the left navigation. The history of running job schedules with Run Request ID, Status, Start Time, and End Time is displayed. The Job Histories page is displayed.
   
   Note:
   • The Created Time displays the date and time when the job is created for the first time.
   • The Updated Time displays the date and time as and when the job is updated.
4. Click a particular History ID. The running history details and the summary log of the selected schedule appears:
   
   The following table provides the field description for the History Details page:

   Field	Description
   View Summary	To view the JSON summary, click View Summary.
   Retrigger	To repeat the batch job, click Retrigger.
   Summary Log	To view the log, click Summary Log.

Edit a Feed Job

To edit a feed job,

1. In the Promotion homepage, click Batch Jobs in the left navigation panel.
   
   The Batch Jobs page is displayed.
   
2. Click on Batch ID to view the job schedule details.
   
   Note: If you want to view the history of a particular job, click History.
   
3. Click on a Job ID to view the job schedules.
   
   The Job Schedule Details are displayed.
   
4. Click the Edit icon.
   
5. Edit the details.
   The following table provides the field description to edit Feed Jobs:

   Field	Description
   Name	Update the name of the job.
   Description	Update the description of the job.
   Status	Change the status to any one of the following: ACTIVE – active batch jobs will be triggered. INACTIVE – inactive batch jobs will not be triggered.
   Max Run Time	Update the maximum running time (in seconds) of the job. The feed will be terminated if it exceeds the maximum running time limit.
   Add Job Params	Click the + Add Job Params button to add one or more job params with a Property Key and Property Value. Note: This property key-value pair impacts the configuration of the active job execution.

6. Click Save. The Feed Job details are updated.

Creating a Job Schedule

You can create a job schedule using the Create Schedule button on the Job Schedules page.

To create a job schedule,

1. Navigate to the Job Details page.
2. Click the Create Schedule button.
   
   The Create Schedule Details page is displayed.
   
3. Enter the field details.
   The following table provides the field description for creating a schedule:

   Field	Description
   Name*	Update the name of the job schedule.
   Description*	Update the description of the job schedule.
   Status*	Change the status to any one of the following: ON DEMAND – The job schedule is triggered immediately. INACTIVE – The job schedule is not triggered. SCHEDULED – The job schedule is triggered repeatedly in a given interval of time. The time interval is specified in the field Repeat Interval.
   Batch Interval	Specify the batch refresh interval (in seconds). The value should be less than or equal to Repeat Interval. For example, Repeat Interval is 1800 seconds and Batch Interval is 180 seconds. At each refresh interval, the system checks the completion of the Repeat Interval duration.
   Repeat Interval	Update the frequency interval (in seconds), which triggers the job schedule repeatedly. The job Start Time is updated based on Repeat Interval.
   Last Run Time	Update the last run time (in seconds) of the job schedule.
   Max Run Time	Update the maximum running time (in seconds) of the job schedule. An alert email will be sent if it exceeds the maximum running time limit.
   Start Time	Update the start time of the job schedule.
   End Time	Update the end time of the job schedule.
   Add Job Params	Click the Add Job Params button to add another job parameter with a Property Key and Property Value. This property key-value pair impacts the configuration of the active job execution.

   Note: Fields marked with * are mandatory.

4. Click Save to create the schedule.

Edit or Retrigger a Job Schedule

To edit or retrigger a job schedule,

1. Navigate to the Batch Job details page. For more information, refer to Edit a Feed Job.
2. If you want to edit the Job Schedules under a Job ID, click on a Job Schedule ID. The Schedule Details are displayed.
   
3. Click the Edit icon to edit the job schedule.
   
   Note: To retrigger the Schedule, click Retrigger.
   The edit page is displayed.
4. Edit the Schedule details.
   The following table provides the field description for editing a job schedule:

   Field	Description
   Name	Update the name of the job.
   Description	Update the description of the job.
   Status	Change the status to any one of the following: ON DEMAND – The feed job is triggered immediately if it is scheduled to run the job. INACTIVE – The feed will not be triggered. SCHEDULED – The job will be triggered repeatedly in a given interval of time. The time interval is specified in the field Repeat Interval.
   Batch Interval	Specify the period between feed schedules (in seconds). The feed Start Time is updated based on Batch Interval.
   Repeat Interval	Update the frequency interval in seconds. The job will be triggered repeatedly by this interval.
   Last Run Time	Update the last running time of the job.
   Max Run Time	Update the maximum running time (in seconds) of the job. The feed will be terminated if it exceeds the maximum running time limit.
   Start Time	Update the start time of the job.
   End Time	Update the end time of the job.
   Add Job Params	Click the + Add Job Params button to add one or more job params with a Property Key and Property Value. Note: This property key-value pair impacts the configuration of the active job execution.

5. Click Save. The job schedule details are updated.

Viewing a Change Log

With Change Log, as a promotion admin, you can view the promotion group level changes or promotion level changes between the current version and the previous version for the selected period. For the defined date range, you can use filter to find the records matching the filter criteria. Any changes in the promotion group data or promotion data, the log is shown with the yellow color highlights to signify where the changes are made.

If project approval process is enabled, then after approval only the data (Create, Update, and Delete operations) will appear in the change log. If the project approval process is not enabled, then the data appears directly in the change log.

To view a change log,

1. Click Change Log in the left navigation panel.
   
2. In Date Range, set the date and time, and click the Apply button to search for the change logs within the date range:
   
   Note: By default, the date range is selected for the current date.
3. Click Get Filters to get the change logs for the selected date range.
4. To filter the change logs, in Filter, select any one of the following:
   • Item Id – to search for the change logs of a specific promotion group or promotion, enter the promotion group or promotion ID.
   • Entity – to find the change logs for the selected entities, select all, PROMOTION, and/or PROMOTION GROUP.
   • Type of Operation – to find the change logs with a specific type of operation(s), select all, CREATE, UPDATE, and/or DELETE.
   • Project Id – to search for the change log of a specific project ID, enter the project ID.
   • User Id – to check changes made by a specific user, enter the user ID.
5. Click the Add button to add another filter if required and repeat the step 4 given above. Otherwise, proceed to the next step.
6. Click the Go button.
   Note: To clear the filters, click the Clear Filters button.
   The change logs are shown based on the filters. For example,
   
7. Click the Details link of a specific change to view the comparison between the old and new versions.
   Note: The Details link is available only for the UPDATE operation.
   The changes are highlighted in yellow color as shown below:

Projects Approval Access and Workflow

Data modifications in the Promotions Admin console may or may not require validation and approval. Based on the business requirements, a Business Admin can enable or disable the project access. This is done using the property defaultprojectaccess while configuring a microservice collection. When the ‘defaultprojectaccess‘ is enabled, the Project icon is not displayed in the header and the Select Project pop-up is not displayed at the time of creating, editing or cloning promotion actions.

Enabling or Disabling Project Access and Workflow

The Project Approval workflow is processed based on enabling/disabling the collection properties ‘defaultprojectaccess’ and ‘disable_project_workflow’ of the Promotions Admin console.

Note: You can configure the collection properties when you Create a Collection or while Updating a Collection. Also, see Collection Properties.

The three different Project Approval workflow flows are:

Function	Description	Collection Property
		defaultprojectaccess	disable_project_workflow
Mandatory Project Approval workflow	All additions and/or changes to data requires approval by a microservice manager role (for example, Promotion Manager) before they can go into effect. The approval process requires a project approval workflow which is managed via Projects option that is visible in the header. As a mandatory option, the Select Project screen displays automatically until all additions and/changes are associated to a project for approval.	Disable	Disable/enable   Note: The “disable_project_workflow” will work only when “defaultprojectaccess” is enabled.
Skip Project Approval workflow	All additions and/or changes to data directly goes into effect, does not require approval by a microservice manager role. The Projects option will not be visible in the header. The additions and/changes are saved to the default project. The Select Project screen will not be shown.	Enable	Enable
Optional Project Approval Workflow	All additions and/or changes to data directly goes into effect. If the data requires approval by a microservice manager role, the project approval workflow can be initiated via Projects option that is visible in the header. The additions and/changes are saved to the default project. The Select Project screen appears ONLY when you click the Projects links from where you can associate the additions and/changes to a project for approval.	Enable	Disable

Managing Project Approval Workflow

A project approval workflow defines a sequence of states and transitions through which a promotions group and/or promotions pass-through for approval. Once an editor with the editing privileges submits a project, the project goes to the approver who can approve or deny the created or edited promotion groups and/or promotions. An active and approved promotion offers will become live in the storefront.

In the workflow, you can create a new project or select an existing project to manage promotion groups and/or promotions. The project workflow is managed via a feed process and controlled by various statuses.

The possible project statuses are as follows:

Status	Definition
Open	This is the default status upon creating a project or if the project has been reopened for any corrections. At this status, the details within the project can be edited.
Submitted	This status is shown when the changes are submitted to the approver for approval.
Approved	This status is shown when the changes are approved by the approver and the promotion offer becomes live on the storefront as per the promotion period.
Approval Inprogress	This status is shown when the changes are approved by the approver and the approval feed is in progress.
Approval Failed	This status is shown when changes are approved by the approver and the approval feed is failed. Note: The Approve button will be available in the UI to approve the project again by the approver to trigger a new approval feed.
Denied	This status is shown when changes are rejected by the approver and the project cannot be opened or submitted further.

In the project workflow, you can:

• Create a project.
• View and/or edit the project details.
• Submit a project.
• Approve, deny, or reopen the submitted project.

Creating a Project

You can create a project to manage new or update of promotion groups and/or promotions.

To create a project,

1. Click the Projects at the top right side of the Promotion console header.
   
   The Select Project pop-up opens:
   
   Note: The Select Project pop-up opens while adding or updating a promotion group or promotion.
2. Enter the project name, and then click the Create Project button.
   
   The project is created with the OPEN status:
   
   Note:
   • The project name must be unique from all other existing project names regardless of the project status.
   • To view and/or edit the project details, see Viewing and/or Editing Project Details.

Viewing, Editing Project Details

To view and/or edit project details,

1. Click on Projects at the top-right side of the Promotion console header.
   The Select Project pop-up opens:
   
2. In the Select Project pop-up, you can view:
   • the list of projects and its status; for example,
     
     Note: By default, only the projects with OPEN status are listed in the Select Project pop-up.
   • You can view all the projects by clicking View All in the Select Project pop-up.
     
     All the projects listed in the Projects page is displayed:
     
3. Click Details against your desired project name to view the project details; for example,
   
   In the project details page, you can:
   • view project details and price list details that are new or updated through this project:
     
   • edit and update the project name and project description:
     

Submitting a Project

Once you have completed creating a new promotion group and/or promotion or updating the existing promotion group and/or promotion, you can submit the project for approval. The approval can approve, deny, reopen the project.

To submit a project,

1. Click on Projects at the top-right side of the Promotion console header:
   
   The Select Project pop-up opens:
   
2. Click Details against your desired project name:
   
   The project details page opens.
   
   Note: Alternatively, you can click View All in the Select Project pop-up window, and then click Details against your desired project name.
3. In the project details page, click the Edit icon.
   
4. Click the Submit button to submit the project.
   
   The project status is changed to SUBMITTED automatically.

Approve, Deny, Reopen a Project by Promotion Admin

The project(s), which are in the submitted status can be reviewed and approved, rejected, or reopened only by the Promotion Admin as part of the project approval workflow.

1. To approve, deny, or reopen a project,
2. Log in to the Foundation service for your business (URL provided by Infosys Equinox). See Accessing the Promotions Console.
3. Click on Projects at the top-right side of the Promotion console header:
   
   The Select Project pop-up opens:
   
4. Click Details against your desired project name:
   
   The project details page opens.
   
   Note: Alternatively, you can click View All in the Select Project pop-up window, and then click Details against your desired project name.
5. In the project details page, click the Edit icon.
   
6. Perform any one of the following actions:
   The below table describes the actions to be performed:

   Click	To
   	approve the submitted promotion groups and/or promotions via the project.
   	reject the submitted promotion groups and/or promotions via the project.
   	reopen the project for further corrections.

   Note: Once the project is approved or denied, the project cannot be edited further.

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Revision History
2024-08-08 | JP – Improved content using AI.
2024-06-11 | AN – Updated for Release 8.18.0.
2024-05-14 | AN – Updated for Release 8.17.4.
2024-03-23 | AN – Updated for Release 8.17.1.
2024-01-02 | AN – Updated for Release 8.16.0.
2023-10-14 | JP, AN – Updated for Release 8.15.0.
2023-07-31 | JP – Addressed a few gaps in Promotions List and updated for Release 8.15.0.
2022-12-20 | SW – Updated the document for Release 8.13.0.
2022-04-10 | JP – Fixed link and http issues.
2021-12-30 | HM – Updated the document for Release 8.11.0.
2020-07-20 | SW – Updated the document for Release 8.9.0.
2020-05-25 | JP – Updated the document for Release 8.8.0.
2020-04-16 | JP – Revamped the document.
2019-09-25 | JP – Content updated for September 2019 release.
2019-07-28 | PLK – Minor copyedits.
2019-07-22 | JP – Content updated for July 2019 release.
2019-05-22 | AM – Minor copyedit.
2019-05-08 | AM – Inserted images and updated links.
2019-05-04 | PLK – Content updated for April 2019 release.
2019-01-24 | PLK – Content uploaded. TOC and links.