Promotions Documentation¶

Menu Location: Settings > Promotions (admin-edit.php?table=promotions_tagging)

Access Level: Manager / Administrator

Last Updated: 2026-03-01

Overview¶

Promotions allow you to tag customers for targeted marketing campaigns and special offers. Create promotion codes, assign customers, and track promotion effectiveness.

Primary Functions:

Create promotion campaigns
Assign promotion tags to customers
Track promotion participation
Filter customers by promotion
Measure promotion ROI

Promotion Management¶

Creating Promotions¶

Fields:

Name: Promotion identifier
Description: Campaign details
Start Date: When promotion begins
End Date: When promotion expires
Active: Whether promotion is currently running

Examples:

Spring Sale 2026
Referral Bonus
Welcome Back Campaign
Holiday Special

Assigning Promotions¶

Tag Customers¶

Individual:

Open customer account
Select promotion from dropdown
Save to apply promotion tag

Bulk:

Filter customers
Select target group
Bulk apply promotion tag

Using Promotions¶

Filter by Promotion¶

View all customers in a promotion:

Filter by promotion name
See participation list
Export for analysis

Promotion-Based Actions¶

Send targeted emails
Apply special pricing
Track conversion rates
Measure campaign effectiveness

Common Use Cases¶

Use Case 1: Launch Win-Back Campaign¶

Goal: Tag lapsed customers for re-engagement

Steps:

Create "Win Back 2026" promotion
Filter customers: Inactive 90+ days
Bulk tag with promotion
Send special offer email
Track reactivations

Use Case 2: Track Referral Program¶

Goal: Measure referral campaign performance