How to Create and Manage Promotions

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).