---
title: How to Create and Manage Promotions
description: Learn how to create limited-time or ongoing promotions in Otto, apply discounts to products, and track redemptions from the Promotions module.
---
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2. [Rebates & Promotions](https://know.ottooptics.io/knowledge-base/rebates-promotions?hsLang=en)
# How to Create and Manage Promotions
## Learn how to create limited-time or ongoing promotions in Otto, apply them to specific products, and track performance. Use this for store-wide sales, category discounts, or seasonal offers.
#### Step-by-Step Instructions
### Create a New Promotion
1. Click **Promotions** in the left-hand sidebar.
- This tab combines both rebates and promotions.
2. Click the **Promotions** sub-tab at the top of the page.
3. Click **New Promotion** in the top right corner.
4. Select the **products** you want the promotion to apply to:
- Filter by **Category**
- Filter by **Modality**
- Filter by **Design**
- Or manually select individual products
5. Set the **minimum quantity** required for the promotion (if applicable).
- Example: 4 boxes minimum.
6. Choose the **discount type**:
- Percentage discount (e.g., 10% off)
- Dollar amount discount (e.g., $20 off)
7. Enter a clear **Promotion Name**.
- This helps you identify it later (e.g., “Spring Sale 2026”).
8. (Optional) Set a **Start Date** and **End Date**:
- If left blank, the promotion will run indefinitely.
- If dates are set, the promotion will automatically activate and deactivate based on those dates.
9. Click **Save**.
---
### Activate or Deactivate a Promotion
1. Go to **Promotions** in the left-hand sidebar.
2. Locate the promotion in your list.
3. Use the **toggle switch** to activate or deactivate it instantly.
---
### How Promotions Appear to Patients
- Discounts are automatically reflected in the **per-box pricing breakdown** on your webstore.
- The adjusted pricing is clearly displayed during checkout.
- No manual application is required.
To increase visibility:
- Add a **Promotional Banner** to your webstore describing the offer.
- Navigate to the provided link within the Promotions page to set this up.
---
### View Promotion Redemptions
To track performance:
1. Go to **Promotions**.
2. Open the specific promotion.
3. View the **redemption log** to see:
- Which orders used the promotion
- Redemption dates
- Performance over time
This helps you measure effectiveness and follow up if needed.
---
#### Important Notes
- Promotions are different from:
- **Manufacturer Rebates** (automatically detected and managed separately)
- **Product-Level Volume Discounts** (configured inside the Products module)
- Promotions can be reused:
- Simply update the start and end dates for recurring sales.
- If multiple discounts apply, ensure you review how pricing appears in your store before launching publicly.
- Promotions only apply to the products and conditions you define.
---
#### When to Contact Support
- If a promotion is not displaying correctly on your webstore
- If discounts appear incorrect at checkout
- If you need help configuring complex eligibility rules
Please submit a support ticket and include the name of the promotion and affected product(s).
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