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 (“Promotions”) allows Marketing Managers to create and manage promotion groups and promotions. As with all microservices in the Infosys Equinox Commerce solution, promotion groups and promotions are associated with a store managed by the Store microservice.

A core component of Promotions is the embedded drools rule engine which executes business rules at scale, to evaluate for active promotions (See https://www.drools.org/ for details about drools by Red Hat, Inc.). For example, when rule conditions match, the engine fires responses that return data to the Storefront, to execute an action (like applying a discount to an item in the cart).

Promotions provides a flexible rules-based approach to manage your promotions workflow and thus supports a wide range of client use cases. You can define rule patterns based on a range of expressions consisting of various logical operators and data models that represent product information, user data, shipment type, location, payment or any custom-defined fields. The models can be extended to meet your needs that may not be supported out of the box. Contact your Account Manager for more information about extending models and creating custom actions.

For a detailed overview of the Promotions microservice, see 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.
• Lists – create custom lists for use in promotions (e.g. issue discounts to a list of users identified by their email address). List creation and use DO NOT require the workflow approval process.
• Omni-channel – a multichannel approach to sales that seeks to provide consumers with a seamless shopping experience, whether shopping online (on a desktop, a mobile, or a tablet device), by telephone, or in person at a physical store (https://searchcio.techtarget.com/definition/omnichannel).
• 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) – indicates the official order issued by a buyer to a seller on the agreed product or services.
• Marketing Manager – creates, manages, and approves promotions.
• Model – describes the context of a promotion or offer type (for example, stock-keeping unit (SKU), Cart, Payment, User, Store, or Cookie).
• 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.

Accessing the Promotions Console

Overview | Manage Promotions To access the Promotions console

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

Manage Promotions

Accessing the Promotions Console | Projects and ApprovalsIn the Promotions console, with 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:
• 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

In the Promotion Groups page, you can:

• view the list of all existing Promotion Groups
• create a new Promotion Group via the project approval workflow
• delete an inactive Promotion Group
• search by Project, Priority, Status, Date, or Stop further processing
• sort by Promotion group name, Priority, Status, Start Date, End Date, Stop further processing by ascending/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 create a new promotion, manage the existing promotions, and/or clone an existing promotion.

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 date and time, end date and time, 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 the following default date and time is set and applied to the promotion group: 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 to deactivate the promotion group. Later, you can change the status to ‘Active’ if required. Active to activate the promotion group. The promotion engine checks only 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 active promotions in it as per the priority order.
   Stop further processing	Select any one of the following options to stop further processing of the succeeding promotion groups: Never (default selection) – Whether or not condition match in the current promotion group, continue to execute the succeeding promotion groups in order of priority. Always – Whether condition matches or not in the current promotion group, the promotion engine stops executing the succeeding promotion group. 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 stops the promotion engine from further processing. See 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

You can create one or more promotions within the Promotion Group with a different set of conditions, offer period, actions, priorities for each promotion via the project approval workflow. The promotion engine executes the promotion group based on priority, active status, and conditions. If the condition matches, the promotion engine reads each active promotion within the group and executes the promotion offer based on the priority order, conditions and actions set for each promotion.

While creating a promotion, you can add a locale-specific display message and description.

To create a new promotion,

1. In the Promotions section, click the Create Promotion button.
   
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 date and time, and end date and time for the promotion. The promotion offer will be applicable only on the selected date and time, otherwise, the promotion expires. You will be able to select the date for a promotion that falls within the promotion group duration. 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 the promotion group start and end date and time are selected by default.
   Status*	Select a status: In-Active to deactivate the promotion. Later, you can change the status to ‘Active’ if required. Active to activate the promotion. The promotion engine checks only active promotion groups and promotions.
   Offer On	Select one offer rule: Item Price Rules – to set up a price offer on an item: Product Price Offer – to provide an offer on the product price. Product Personalization – to provide discounts on gift-wrapping and personalization for a specific set of products. Bundle Product Offer – to provide a promotion offer on the bundled products. BOGO Rules – to set up any 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. Item Shipping Rules – to 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 bundled products. Cart Price Rules – to set up any 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 with the new item. Cart Shipping Rules – to set up a cart shipping offer on an order. The 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.
   Offer Type	Select an offer type: Fixed Offer – The set offer value set 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 (but rule type should be ‘Cart Price Rules). % Offer – The set offer value set will be a percentage discount on the: original sale/shipping price of the item/cart customer’s payment method (but rule type should be Cart Price Rules) bundled 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 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 active promotions in the order of priority.
   Locale Specific Message Description	In this section, enter a locale-specific display message and description. The default locale is en_US. You can add multiple locales to a promotion. In Collection Properties of Promotion, the initial locale will be set to default. All locales configured here will be displayed in the drop-down list.

   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.

Creating Conditions for a Promotion

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 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 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 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 to the Promotion

After creating a new promotion and creating conditions for it, you need to specify what needs to be done when the condition matches. This is configured using actions. Within a promotion, you can also create multiple different actions based on the action condition and assign different offer values to each action. The actions will vary according to the promotion offer rules and the promotion offer type that are configured while creating a promotion.

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 appears:
   
3. Enter an action name, which 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	a. 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. b. In the Purchase Quantity field, enter the quantity value in numeric format. c. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This is default. Flat Discount – to provide a flat discount in the final total amount. d. Enter the fixed offer amount.
   	Amount Offer	Product Price Offer	a. 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. b. In the Purchase Quantity field, enter the quantity value in numeric format. c. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This is default. Flat Discount – to provide a flat discount in the final total amount. d. In Offer Amount, enter the offer amount.
   	% Offer	Product Price Offer	a. 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. b. In the Purchase Quantity field, enter the quantity value in numeric format. c. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This is default. Flat Discount – to provide a flat discount in the final total amount. d. In % Offer, enter the percentage offer in numeric format.
   	Formula	Product Price Offer	a. 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. b. In the Purchase Quantity field, enter the quantity value in numeric format. d. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This is default. Flat Discount – to provide a flat discount in the final total amount. e. Enter the formula to provide the discount.
   Item Price Rules	Fixed Offer	Product Personalization	a. Enter the personalization type; for example, Gift Wrapping b. Enter the fixed offer amount.
   	Amount Offer	Product Personalization	a. Enter the personalization type; for example, Gift Wrapping b. In Offer Amount, enter the offer amount.
   	% Offer	Product Personalization	a. Enter the personalization type; for example, Gift Wrapping b. In % Offer, enter the percentage offer in numeric format.
   	Formula	Product Personalization	a. Enter the personalization type; for example, Gift Wrapping b. Enter the formula to provide the discount.
   Item Price Rules	Fixed Offer	Bundle Product Offer	In @ Amount, enter the fixed offer amount.
   	Amount Offer	Bundle Product Offer	In Offer Amount, enter the offer amount.
   	% Offer	Bundle Product Offer	In % Amount, enter the percentage offer in numeric format.
   BOGO Rules	Fixed Offer	Buy X Get Y	a. 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. b. In Buy Item Quantity, enter the quantity (in numeric format) that the customer has to buy. c. 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. d. In Get Item Quantity, enter the quantity (in numeric format) that the customer will get the items. e. Select any one of the following discount types: Each Discount – to provide discounts for each of the products. This is default. Flat Discount – to provide a flat discount in the final total amount. f. In @ Amount, enter the fixed offer amount.
   	Amount Offer	Buy X Get Y	a. 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. b. In Buy Item Quantity, enter the quantity (in numeric format) that the customer has to buy. c. 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. d. In Get Item Quantity, enter the quantity (in numeric format) that the customer will get the items. e. Select any one of the following discount types: Each Discount – to provide discounts for each of the products. This is default. Flat Discount – to provide a flat discount in the final total amount. f. In Offer Amount, enter the offer amount.
   	% Offer	Buy X Get Y	a. 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. b. In Buy Item Quantity, enter the quantity (in numeric format) that the customer has to buy. c. 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. d. In Get Item Quantity, enter the quantity (in numeric format) that the customer will get the items. e. In % Offer, enter the percentage offer (in numeric format).
   BOGO Rules	Fixed Offer	GWP	a. 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. b. In Buy Item Quantity, enter the quantity (in numeric format) that the customer has to buy. c. 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. d. In Get Item Quantity, enter the quantity (in numeric format) that the customer will get the items. e. In Gift Product Id, enter an identifier of the Gift product. f. In Gift Sku Id, enter an identifier of the Gift SKU.
   	Amount Offer	GWP	a. 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. b. In Buy Item Quantity, enter the quantity (in numeric format) that the customer has to buy. c. 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. d. In Get Item Quantity, enter the quantity (in numeric format) that the customer will get the items. e. In Gift Product Id, enter an identifier of the Gift product. f. In Gift SKU ID, enter an identifier of the Gift SKU.
   	% Offer	GWP	a. 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. b. In Buy Item Quantity, enter the quantity (in numeric format) that the customer has to buy. c. 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. d. In Get Item Quantity, enter the quantity (in numeric format) that the customer will get the items. e. In Gift Product Id, enter an identifier of the Gift product. f. In Gift Sku Id, enter an identifier of the Gift SKU.
   BOGO Rules	Fixed Offer	Buy X and Y	a. 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. b. In Buy X Item Quantity, enter the quantity (in numeric format) that the customer has to buy. c. 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. d. In Buy Y Item Quantity, enter the quantity (in numeric format) that the customer has to buy. e. Select any one of the following discount types: Each Discount – to provide discounts for each of the products. This is default. Flat Discount – to provide a flat discount in the final total amount. f. In @ Amount, enter the fixed offer amount.
   	Amount Offer	Buy X and Y	a. 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. b. In Buy X Item Quantity, enter the quantity (in numeric format) that the customer has to buy. c. 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. d. In Buy Y Item Quantity, enter the quantity (in numeric format) that the customer has to buy. e. Select any one of the following discount types: Each Discount – to provide discounts for each of the products. This is default. Flat Discount – to provide a flat discount in the final total amount. f. In Offer Amount, enter the offer amount.
   	% Offer	Buy X and Y	a. 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. b. In Buy X Item Quantity, enter the quantity (in numeric format) that the customer has to buy. c. 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. d. In Buy Y Item Quantity, enter the quantity (in numeric format) that the customer has to buy. e. In % Offer, enter the percentage offer in numeric format.
   Item Shipping Rules	Fixed Offer	Product Shipping Offer	a. 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. b. In the Purchase Quantity field, enter the quantity value in numeric format. c. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This is default. Flat Discount – to provide a flat discount in the final total amount. d. In @ Amount, enter the fixed offer amount.
   	Amount Offer	Product Shipping Offer	a. 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. b. In the Purchase Quantity field, enter the quantity value in numeric format. c. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This is default. Flat Discount – to provide a flat discount in the final total amount. d. In Offer Amount, enter the offer amount.
   	% Offer	Product Shipping Offer	a. 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. b. In the Purchase Quantity field, enter the quantity value in numeric format. c. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This is default. Flat Discount – to provide a flat discount in the final total amount. d. In % Offer, enter the percentage offer in numeric format.
   	Formula	Product Shipping Offer	a. 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. b. In the Purchase Quantity field, enter the quantity value in numeric format. d. Select any one of the discount types: Each Discount – to provide discounts for each of the products. This is default. Flat Discount – to provide a flat discount in the final total amount. e. 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.
   	Amount Offer	Cart Price Offer	In Offer Amount, enter the offer amount.
   	% Offer	Cart Price Offer	In % Amount, enter the percentage offer in numeric format.
   	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

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 add promo codes manually or choose a promo code list that is already configured.

A promo code which is associated with a promotion applies a discount when a set of conditions is met. The customer avails discounts by applying the code against their order on the shopping cart page of the e-commerce site. The codes will expire as per 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: You can reuse the expired promo codes in a new promotion.
   Multi User Multi Use – M-time Limited Offer	Multiple users can use the code multiple times; however, as per the overall usage count specified in “Overall Maximum usage count“. The field “Overall Maximum usage count” is mandatory. Note: You can reuse the expired promo codes in a new promotion.
   Multi User N-time Use Per User	Multiple users can use the code and it expires after a defined number of times per user as specified in “Maximum usage count“. The field “Maximum usage count” is mandatory. Note: You can reuse the expired promo codes in a new promotion.
   Single User Singe Use	A single user can use the code and it expires after using one time.
   Single User N-time Use	A single user can use the code and it expires after a defined number of times as specified in “Maximum usage count“. The field “Maximum usage count” is mandatory.
   Single User N-Time Use Per X-days	A single user can use the code for a defined number of times as specified in “Maximum usage count” for defined days as specified in “No. of Days Count for maximum usage“. The field “No. of Days Count for maximum usage” is mandatory.

5. In the Promo Code List, select:
   • Manual – to add a promo code manually. To add another promo code, click the Add Code button.
   • 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.
   • To export the pre-configured promo code list to the configured email address, click the Export button.

Managing the Existing Promotions

In a particular promotion group, you can:

• view the summary of an existing promotion and/or edit an existing promotion
• create additional promo codes for a promotion that has been started and is in-progress
• search promotion(s) by Project, Priority, Status, Date, Offer on, Offer type, or Stop further processing
• view, update, and/or export the promotional codes
• clone an existing promotion
• delete 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:
   • In the CONDITIONS tab of the promotion, configure conditions if required. See Configuring Conditions.
   • In the ACTIONS tab of the promotion, configure the action details if required. See Edit an Action.
   • In the PROMO CODES tab, update the promo codes if required. See Generating Promo Codes to the Promotion.

Deleting a Promotion

You can delete a promotion only via 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 belonging to a promotion group or promotion schedule that has not started, in-progress, or has expired. A promotion can be cloned within another promotion group that has not started or is in progress. Promotions cannot be cloned within a promotion group that has expired.

You can associate the promotion to any promotion group within the same store, any other store or across stores. This avoids recreating a promotion completely, thus saving time. Once cloned, you can make necessary changes except to ‘Offer On’ and ‘Offer Type’ where the existing values will be retained. In the General page, you can edit the conditions and generate promo codes if required.

For steps on cloning an existing promotion, see the section How to Clone a Promotion.

Note:

• If the status of the promotion that you clone is ‘ACTIVE’, the status will be automatically changed to ‘INACTIVE’ in the cloned promotion. You can change the status to ‘ACTIVE’ if required.
• The promo codes in the source promotion will NOT be cloned.

The following table describes when cloning can be done:

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.
   

Managing the Existing Promotion Groups

In the Promotion console home page, you can:

• backdate a particular promotion group’s start and end dates when it is not yet started
• create or clone a promotion when a promotion group has been started and in-progress
• search by Project, Priority, Status, Date, or Stop further processing
• view the summary of an existing promotion group or edit an existing promotion group
• delete a promotion group

Viewing, Editing a Promotion Group

To view and/or edit a promotion group,

1. In 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 with 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

You can delete a promotion group via the project approval workflow.

To delete a promotion group,

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

Configuring Conditions

Overview

You can add one or more rules or group of rules to a promotion group and/or a promotion. You can create a maximum of three levels of rules for each promotion group or promotion. By default, a row will be shown to add a rule. After setting the conditions to the promotion group or promotion, you may choose to click on Generate Condition to check if the set condition is appropriate for 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. These operators apply the rules that are a direct descendant in the condition builder. 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-Shirt, 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 as Polo, you can create the following condition with groups:
Operand/Operators/Values	Select the operands and operators for the condition. You can create different conditions by changing the combination of operands and operators. You can enter the required value for the selected item. Note: To configure for B2B Accounts, select Account Id, Account Type, or Account Rep in the operand.
	Delete a rule or a rule group of conditions.
	Generate conditions and validate against your appropriate use case, after creating conditions using the condition builders. Click this button to view the generated conditions. For example,

Managing Promotion Lists

With List, you can upload multiple values to a list that is associated with specific operands. Add the values manually or upload them as a .txt or .csv format file. After creating a list, you can add the required list(s) in the promotion group, promotion, and/or action’s conditions. While setting a rule, you can select a list for these specific operands and operators ‘in‘ and ‘not in‘.  You can edit a list even after a promotion has started.

In the Lists page, you can:

• create a new list, view/edit the existing list, and/or delete a particular list
• search list(s) 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	Assign the status of the list as Active or Inactive. Note: Only the list(s) with Active status appears in the conditions.
   List Type	Associate the list with any 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.

Managing Promo Code Lists

Promotion codes are unique and can be used for multiple promotions.

In the Promo Codes List page, you can:

• create a new list of promo codes, view/edit the existing promo code list, and/or delete a particular promo code list
• search list(s) by Promo Code List Name or Status
• download the promo codes into your local machine in a .csv file format.
• send the 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 PromoCode 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:
   The following table describes the Create Promocode List screen:

   Field	Description
   Promocode list Name	Enter a unique name for the promo code list. This field is mandatory.
   Status	Assign a status: Active – The promotion codes within the list will be available for use in the configured promotions. Inactive – The promotion codes will NOT be valid or available for use in the configured promotions Note: Only the promo code list(s) with Active status appears in the promotions.

3. 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

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

The promo code which is associated with a promotion applies a discount when a set of conditions are met. The customer avails discounts by applying the code against their order on the shopping cart page of the e-commerce site, while the promotion is valid. The codes will expire as per the dates selected 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 via a File

You can upload the promo codes in a .csv or .txt format file from your local machine to a promotion. Promo codes in the file should be separated by commas.

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 on to the promo code list.
   Note: To delete the promo code before importing into the promo code list, click the Delete icon against the uploaded file name.

Generating Promo Codes Automatically

While generating promo codes, you can:

• add prefix and/or suffix to the system-generated promo codes
• specify a maximum of 64 characters in the promo code including prefix and suffix characters that the system must generate
• specify the number of codes the system must generate
• specify if the promo codes generated can have alphabet, 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

Once the promo codes are saved, you can download them to your local computer in the CSV file format.

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

Once the promo codes are saved, you can send the list of promo codes 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.

Feeds

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

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

With the Promotion Feeds dashboard, you can:

• View the Job Schedules of a Feed
• 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:

View the Job Schedules of a Feed

To view the Job Schedules of a Feed,

1. In the Promotion homepage, click Feeds in the left navigation panel.
   
   The Feeds page is displayed.
   
2. Click on Feed ID to view the Promotions Feed Jobs.
   
   The following table provides the field description in the Feed Jobs page:
   

   Field	Description
   Job ID	Displays the unique identifier for the promotions Job.
   Collection ID	Displays the identifier for the promotion job collection.
   Service Type	Displays the type as promotion service.
   Name	Displays the job service name as promotion.
   Created Time	Displays the date and time when the feed is created for the first time.
   Updated Time	Displays the date and time as and when the feed is updated.
   History	If you want to view the Feed History, click History.

3. 
   Note: If you want to view the Feed History, click History.
   
4. Click on a Job ID to view the Job Schedules.
   
   The Job Schedules are displayed.
   
   Note:
   • The Created Time displays the date and time when the feed is created for the first time.
   • The Updated Time displays the date and time as and when the feed is updated.

View the Running Detail of a Feed Job

To view the running details of a Feed Job,

1. Navigate to the Job Schedules page and click on the History tab.
   The history of running job schedules with Run Request ID, Status, Start Time, and End Time are displayed.
   
2. Click on an History ID.  The History Details page is displayed.

The following table explains the History Details page:

Button/Section	Purpose
	To view the summary of the completed schedule in the JSON format, click View Summary:
	If the schedule is for importing items and the schedule is completed partially, you can find this button to download and view the failed items.
	To view the log details:

Edit a Feed Job

You can edit a feed job for name, description, status, max run time and job parameters.

To edit a Feed Job,

1. In the Promotion homepage, click Feeds in the left navigation panel.
   
   The Feeds page is displayed.
   
2. Click on Feed ID to view the Promotions Feed Jobs.
   
   Note: If you want to view the Feed History, 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 Feed.
   Description	Update the description of the Feed job.
   Status	Change the status to any one of the following: ACTIVE – active feed jobs will be triggered INACTIVE – inactive feed jobs will not be triggered
   Max Run Time	Update the maximum running time (in seconds) of the feed 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.

Edit or Retrigger a Job Schedule

To Edit or Retrigger a Job Schedule,

1. Navigate to the Feed 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 Feed.
   Description	Update the description of the Feed 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 feed. INACTIVE – the feed will not be triggered. SCHEDULED – the feed job will be triggered repeatedly in a given interval of time. The time interval is specified in the field Repeat Interval.
   Feed Interval	Specify the period between feed schedules (in seconds). The feed Start Time is updated based on Feed Interval.
   Feed Repeat	Update the frequency interval in seconds. The feed will be triggered repeatedly by this interval.
   Last Run Time	Update the last running time of the feed job.
   Max Run Time	Update the maximum running time (in seconds) of the feed job. The feed will be terminated if it exceeds the maximum running time limit.
   Start Time	Update the start time of the feed job.
   End Time	Update the end time of the feed 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.

Projects Approval Access and Workflow

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 service.

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 on 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.
   • 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,
   
   The project details page opens.
   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.

To approve, deny, or reopen a project,

1. Log in to the Foundation service for your business (URL provided by Infosys Equinox). See Accessing the Promotions Console.
2. Click on Projects at the top-right side of the Promotion console header:
   
   The Select Project pop-up opens:
   
3. 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.
4. In the project details page, click the Edit icon.
   
5. 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
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 | Mary – Minor copyedit.
2019-05-08 | Mary – Inserted images and updated links.
2019-05-04 | PLK – Content updated for April 2019 release.
2019-01-24 | PLK – Content uploaded. TOC and links.