Promotion categories allow you to organize promotions by creating custom promotion categories and assigning promotions to those categories.

• On the left navigation panel, expand Admin and click Configuration Settings.

  

• Click Promotion Categories. The following screen appears:

  

• The Promotion Categories screen displays Category Name, Category ID, Last Updated, Ellipsis to Edit or Delete the category.

  • Category Name: Name of the promotion category sorted in alphabetical order by default.
  • Category ID: Numeric identifier of the category.
  • Last Updated: The date when the category was last updated.
  • Ellipsis: To edit or delete the category.

• Click the Filters icon to search for categories. Click the Columns icon to customize, reorder, or adjust the columns. Click here to learn more.

• Click on the Category Name to view the Category Summary.

  

Create a category

To create a promotion category, follow these steps:

• From the Promotion Categories screen, click Create Category in the top right corner. A New Promotion Category screen will appear:

  

• In the textbox below Category Name, enter the name of the category.

• Enter the category number in the Category ID textbox.

  

  Note: Each category must have a unique name & ID. The identifier can be between one and nine digits long.

• Click Create Category. A message 'Promotion category succesfully added' is displayed on the Promotion Categories screen.

Edit category

Edit the category in the following ways:

• Go to the Promotion Categories screen, tap on Ellipsis and select Edit Category.

  or

• From the Promotion Categories screen, click on the Category Name to view the category summary, and then click the Edit button.

• If you modify the Category Name to be the same as any existing category, the following message will appear:

  

  Note: Once a category ID is created, it cannot be modified.

• Click Save Changes. A message 'Promotion category successfully saved' will be displayed.

  Click Discard to dismiss the modified details. The following pop-up will appear:

  

  Click Discard to exit the process.

Delete category

A category that is not linked to any promotion can be deleted.

• From the Promotion Categories screen, for any category, tap on Ellipsis and select Delete Category. A pop-up message to confirm the deletion of the category will appear.

• Click Delete. A message 'Successfully deleted category' is displayed.

• When you attempt to delete a category linked to a promotion, the following message appears:

  

Associate category

See the details section to associate the category to the promotion.

Next steps

• Promotion Engine