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How to Create a New Promotion

Learn how to input promotion details, set rules, and define actions to create and manage effective promotions for your business.

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Written by Zachary Marble

Quick guidde

1. Introduction

From setting up promotion details to defining rules and actions, this comprehensive walkthrough will ensure you can seamlessly navigate the promotion creation process.

Introduction

2. Click "Promotions"

Access the promotions section.

Click 'Promotions'

3. Click "New Promotion"

Initiate the creation of a new promotion.

Click 'New Promotion'

4. Input the Name of the promotion you want to create.

Input the Name of the promotion you want to create.

Input the Name of the promotion you want to create.

5. Input description of the promotion.

Fill in the text box with the description of the promotion.

Input description of the promotion.

6. Input "Usage Limit"

Set desired "Usage Limit", this determines the number of times a customer can redeem the promotion.

*Important: Setting the usage limit to 0 means there are no restrictions on how many times a customer can redeem the promotion. This allows for unlimited use, making it ideal for continuous offers or recurring discounts. If you set a number specific number (ex: 5), the customer can redeem the code 5 times.

Input 'Usage Limit'

7. Set Promotion Dates

Set the start date and end date to set the length of the promotion.

*Important: An open expiration date means the promotion will remain active indefinitely until you manually stop it. This allows for ongoing discounts, rewards, or incentives without setting a fixed end date, giving you full control over when the promotion ends.

Set Promotion Dates

8. Click "Save"

Save the changes made.

Click 'Save'

9. Click newly created Promotion

Find and click the Promotion you created to set specific Promotion Details, Rules, and Actions

Click newly created Promotion

10. Click "Promotion Rules" tab

Access the "Promotion Rules" tab to set the promotion rules.

Click 'Promotion Rules' tab

11. Click "New Promotion Rule" to create a new rule.

Create a new promotion rule.

Click 'New Promotion Rule' to create a new rule.

12. Input Basic Info for the "New Promotion Rule"

Fill out the Basic Info for the new "Promotion Rule" you want to create. In this example, we are creating a $5 discount for all Product Variants named "Detroit Red (Pepperoni Pizza) - Large".

Input Basic Info for the 'New Promotion Rule'

13. Click "Save"

Save the changes made.

Click 'Save'

14. Click "Promotion Actions" tab

Access the promotion actions section.

Click 'Promotion Actions' tab

15. Click "New Promotion Action"

Create a new promotion action.

Click 'New Promotion Action'

16. Select "Type" of Promotion

Choose the type of action for the promotion. In this case "Order Adjustment" is appropriate because we want to reduce the price by $5.

Select 'Type' of Promotion

17. Click "Save"

Save the changes made.

Click 'Save'

18. Input the type of discount in the Calculator Info section

Choose the type of discount in the Calculator Info section. In this example, "Flat Rate" and "5" is appropriate because we are reducing all "Detroit Red (Pepperoni Pizza) - Large" by $5.

Input the type of discount in the Calculator Info section

19. Click "Save"

Save the changes made.

Click 'Save'

This guide covered the step-by-step process of creating a new promotion in Okya. From naming the promotion to setting activation types, rules, and actions, you are now equipped to efficiently create and manage promotions within the application.

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