Promotion Templates
Promotion templates are customizable templates that comes with partially filled data, allowing for quick adjustments to create a promotion efficiently when needed. There are two types of templates:
Custom: A template designed by the user (System and Business Admin personas only).
Pre-defined: A template that is already available within the application.
Note: The system and business administrator have the capability to execute all CRUD (Create, Read, Update, Delete) operations for a custom template. The marketing persona is limited to utilizing the custom template for the purpose of creating promotions.
-
On the left navigation panel, expand Promotions and click on Promotion Templates. The following screen appears:
-
The Promotion Templates screen has Template name, Description, Template Type, Ellipsis to Copy, Edit and Delete the template, Filters, and Columns.
- Template Name: The name of the promotion template.
- Description: An overview of the promotion's details.
- Template Type: Differentiates between custom and pre-defined templates.
- Ellipsis: Options to copy, edit, or delete the template.
- Filters: To filter the template by its Name and Type.
- Columns: To adjust the column width and manage columns.
-
Click the
icon to search for templates. Click the 
icon to customize, reorder, or adjust the columns. Click here to learn more. -
From the search results, click on the custom or pre-defined Template Name to create a promotion using that template.
Note: if you exit the template creation process, your drafts will not be saved.
Create a Custom Template
The flow of creating the template is similar to the promotion creation process. To create a personalised standard template, the steps are as follows:
-
From the Promotion Templates screen, click Create Template on the top right corner. A New Template screen appears:
-
All fields in the promotion template are fully editable, allowing you to fill them in or leave them blank as needed. However, it is important to fill the promotion name in the Details section and a product action in the Actions & Rewards section.
Note: The Active and Testing start and end dates, and trigger code will be disabled when creating the template. These fields can only be filled when you create a promotion from this template.
-
Filling information in other sections of the template is similar to the process of creating a promotion.
Locking Fields on Template
This option allows you to lock the values entered in the fields, thereby preventing any modifications to the data in the fields while you create a promotion using this template.
A lock 
option is displayed behind the fields in all sections of the template. You can lock individual fields of your choice or lock all fields by selecting the Lock All Items option located at the bottom right corner of each section.
In a section, when mandatory fields are left empty, the locking mechanism will remain inactive until values are provided. Additionally, the Lock All Items checkbox will also remain disabled until all lock options have been activated.
Copy Custom Template
All custom templates can be copied to create a new template.
-
From the Promotion Templates screen, search for the custom template, tap on Ellipsis and then select Copy Template. The following pop-up will appear:
-
To copy the template with either all fields unlocked or with locked fields retained, choose the desired option and then click Continue. A new template with all the information copied from the existing template will appear.
Modify the Custom Template
From the Promotion Templates screen, search for the custom template, tap on Ellipsis and then select Edit Template. The following screen will appear:
Note: Modifying the promotion template does not effect the promotions that have been created using this template.
Delete Custom Template
From the Promotion Templates screen, search for the custom template, tap on Ellipsis and then select Delete Template. The following pop-up will appear:
A message 'Successfully deleted promotion template' is displayed.
Note: Removing the customized promotion template will not impact the promotions that were created using that template.
Pre-defined Templates
Predefined templates offered by NCR Voyix are designed stock templates that suit the most common promotions used by retailers. They can only be used and cannot be deleted or copied.
Click on the Template Name to initiate the creation of a promotion. The new promotion, defined from this template, will be displayed as follows:
The customers section is not applicable in this scenario, as the promotions using pre-defined templates are accessible to all customers (loyalty and non loyalty). However, promotions that are created using these templates can be modified later.
Create a Promotion Using the Custom Template
To create a promotion using custom templates, follow these steps:
Search for the template and click on the Template Name. A new promotion screen will then appear, displaying the template title along with prefilled information.
Note: You will not be able to edit locks while creating the promotion.
The process of creating a promotion using a template is same as creating a new promotion.
Note: When creating a promotion, no drafts will be saved if you exit the creation process.
When all child fields are locked in the template, the parent fields are automatically disabled during promotion creation.