Managing Promotions/Special Offers

 

 

Promotions in MarketTime display directly in Order Totals of an order, and may be auto-applied if desired, allowing your Salespeople and Retailers to take advantage of active promotions automatically.

NOTE: At this time, Promotions added to MarketTime are available to all of your connected Sales Agencies.
MarketTime does not yet offer the ability to designate Promotions for specific Sales Agencies.

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What you'll learn

• How to manage Promotions within MarketTime

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This feature is found on the Promotions screen in the Navigation Menu

 

Video Overview

 

 

 

Clicking the New button allows you to fill out the information related to the promotion you're adding.

 

Promotion Name - The title of the promotion that users see.

Start Date - The first date the Promotion is available.

End Date - The last date the Promotion is available.
Amount to Meet - The amount the Order Total must meet before the Promotion applies.

Discount Method - Allows you to determine if the promotion should have a discount, and if it's amount or percentage based.

Discount Percent - The percentage discount the Promotion offers.

Discount Amount - The amount of discount the Promotion offers.

Auto Apply - When toggled to YES, the promotion will auto-apply to orders who meet the Amount to Meet.

Show on B2B Website - When toggled to YES, this promotion will appear for Retailers on your B2B Website.

Shipping Method - If this promotion warrants special Shipping Terms, you may select them and they will be auto-applied to the order.

NOTE: While the Auto Apply feature allows the promotions to auto apply to orders that qualify, you must enable the Allow Promotion Auto Apply option on the Advanced tab of the Manage Company screen to enable the feature for all your applicable promotions.

Due to this new auto-apply feature, MarketTime recommends ensuring that each Promotion entered only reflects a single deal/discount. 

Cases where there are multiple tiers to a single promotion (e.g., spend $500, get 5% off; spend $1,000, get 10% off) will likely result in a lack of understanding which tier applies to the order at hand since each promotion can only have one Amount to Meet for it to auto-apply.

NOTE: Only one promotion may be applied to an order at a time.

Auto-applied Promotions will apply to the Amount To Meet that is closest to the Order Total.
As an example, an order that is $550 that qualified for a promotion that has an Amount to Meet at $500 will see that Promotion auto-applied, while the promotion that has an Amount to Meet at $1000 will not auto-apply until the Order Total satisfies or surpasses that amount.

 

If your offer is currently active, it will be shown in the Active column as seen below:

You can Edit or Delete your existing Promotions using the Edit/Delete buttons to the right of that column.

Finally, you also have the ability to download your Promotions if needed, by clicking either the Export or Export All options.

This will generate a CSV file containing your Promotions.