Promotion Categories

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

Note: In the future, you will be able to filter promotions by category on the promotions landing page.

On the left navigation panel, expand Admin and click Configuration Settings.
Click Promotion Categories. The following screen appears:
The Promotion Categories screen has Category Name, Category ID, Last Updated, Ellipsis to Edit or Delete the category, Filters, and Columns.
- 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
- Filters: To filter categories by Name and Last Updated data
- Columns: To adjust the column width and manage columns
Click the icon to search for categories. Click the icon to customize, reorder, or adjust the columns. Click here to learn more.
From the search results, 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. A New Promotion Category screen appears:
Enter the Category Name, followed by the Category ID.

Note: Category Name & ID should be unique. Category identifiers vary in length from a minimum of one digit to a maximum of nine digits.
Click Create Category. A message Promotion category succesfully added is displayed on the Promotion Categories screen.

You can edit the promotion category in either of two ways:

Go to the Promotion Categories screen, tap on Ellipsis and click Edit Category. The Edit Promotion Category screen is displayed.

or
From the Promotion Categories screen, click on the Category Name to view the category summary, and then click Edit.
If you change the Category Name to be the same as any existing category, the following message will appear:

Note: You cannot modify the Category ID once it is created.
Click Save Changes. A message Promotion category successfully saved is displayed.
To cancel the changes, click Discard.

Categories that are not associated to the promotion(s) can be deleted.

From the Promotion Categories screen, for any category, tap on Ellipsis and click 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 trying to delete the category associated with the promotion, the following message appears:

To associate a category to the promotion, see the Details tab.