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How to Create Promotions
How to Create Promotions

Promotions allow you to input expected demand uplifts and let Optiply anticipate.

Ricardo Guerreiro avatar
Written by Ricardo Guerreiro
Updated over 6 months ago

Our Promotions functionality allows you to tell us when you expect to sell more (or less), because of a planned marketing campaign or a promotion.

How to create a promotion

Take the following steps to create a promotion:

  1. 'Promotions page' → 'Add New'

    • Promotion Name
      Name of the promotion. Think of "Spring TV Commercial" or "Google Add campaign, week 12"

    • Start Date and End Date
      Here you can choose the starting date and the ending date of the promotion.

    • Uplift Type
      ​      We support two types of default uplift. Either Absolute or Relative.
      An Absolute uplift adds the expected uplift to the forecast between the start and end date.
      A Relative uplift adds the percentage you fill in, in the forecast between the start and end date.

    • Expected Uplift
      In the promotion function, you can select a date on which you expect to sell 20% more, for example. This is then added by Optiply to the forecast for the selected period.

    • Enabled
      ​      You can disable a promotion when creating it, and enable it later, so it will only affect the connected product when you want to.

    • Apply promotion to the entire webshop
      ​      This adds all products from your account to this promotion. New products created after the promotion need to be added separately. Individual products can always be removed. Fill in the relevant information

  2. Click 'Save'.

How to add products to a promotion

After creating a promotion, take the following steps to connect products to a promotion:

  1. Go to the 'Products page' and select all products you would like to add to the promotion.

  2. Click 'Add Promotion' and select the promotion to which you would like to add the products.

  3. Click 'Save'.

The products are now connected to your promotions and the promotions 'Uplift Type' and 'Expected Uplift' will be applied to all products.

If you would like to set a specific uplift for a product, take the following steps:

  1. Go to the 'Products Page' and click the specific 'Product'.

  2. In the overlay, scroll down to 'Promotions' and click 'Edit'.

  3. Fill in the 'Product Uplift', and make sure to use a % sign if you would like to input a relative uplift.

  4. Click 'Save'. We will now use the 'Product Uplift' for this product, instead of the 'Promotions general uplift'.

Promotions is a feature from Optiply that can incur extra costs. If you want to activate this feature please contact your CSM or support@optiply.nl and we'll be happy to activate it for you.


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