How to create and manage promotions

Step-by-Step Instructions

Create a New Promotion

1. Click Promotions in the left-hand sidebar.
   • This tab combines both rebates and promotions.
2. Click the Promotions sub-tab at the top of the page.
3. Click New Promotion in the top right corner.
4. Select the products you want the promotion to apply to:
   • Filter by Category
   • Filter by Modality
   • Filter by Design
   • Or manually select individual products
5. Set the minimum quantity required for the promotion (if applicable).
   • Example: 4 boxes minimum.
6. Choose the discount type:
   • Percentage discount (e.g., 10% off)
   • Dollar amount discount (e.g., $20 off)
7. Enter a clear Promotion Name.
   • This helps you identify it later (e.g., “Spring Sale 2026”).
8. (Optional) Set a Start Date and End Date:
   • If left blank, the promotion will run indefinitely.
   • If dates are set, the promotion will automatically activate and deactivate based on those dates.
9. Click Save.

Activate or Deactivate a Promotion

1. Go to Promotions in the left-hand sidebar.
2. Locate the promotion in your list.
3. Use the toggle switch to activate or deactivate it instantly.

How Promotions Appear to Patients

• Discounts are automatically reflected in the per-box pricing breakdown on your webstore.
• The adjusted pricing is clearly displayed during checkout.
• No manual application is required.

To increase visibility:

• Add a Promotional Banner to your webstore describing the offer.
• Navigate to the provided link within the Promotions page to set this up.

View Promotion Redemptions

To track performance:

1. Go to Promotions.
2. Open the specific promotion.
3. View the redemption log to see:
   • Which orders used the promotion
   • Redemption dates
   • Performance over time

This helps you measure effectiveness and follow up if needed.

Important Notes

• Promotions are different from:
  • Manufacturer Rebates (automatically detected and managed separately)
  • Product-Level Volume Discounts (configured inside the Products module)
• Promotions can be reused:
  • Simply update the start and end dates for recurring sales.
• If multiple discounts apply, ensure you review how pricing appears in your store before launching publicly.
• Promotions only apply to the products and conditions you define.

When to Contact Support

• If a promotion is not displaying correctly on your webstore
• If discounts appear incorrect at checkout
• If you need help configuring complex eligibility rules

Please submit a support ticket and include the name of the promotion and affected product(s).