STEP 1 - Access
Go to Quote > Promotions.
You will see a list of all previously created promotions.
If no promotions have been created yet, the list will be empty.
STEP 2 - Create a New Promotion
Click on the green "Create Promotion" button in the top-right corner.
STEP 3 - Add Promotion Details
A screen titled "Add Promotion" will open.
Select the type of promotion to apply:
Free Course Period
Free Registration/Materials
Discount on Course/Registration/Materials
Fill in the required fields and click the green "Add Promotion and Set Rules" button.
Important Notes:
Select Partner: Choose the name of the school the promotion applies to.
Define an expiration date or indicate that the promotion is valid for an indefinite period.
Use the same currency registered for the campus this promotion applies to, to avoid issues during the quoting process.
STEP 4 - Set Rules and Values
After creating the promotion, you will be redirected to the "Set Rules and Values" screen.
Choose rules based on the type of promotion:
By Period (e.g., discounts for a specific duration).
By Percentage (e.g., 10% discount).
Discount for a Specific Period.
Once the fields are filled, click "Add Promotion Rules" (1).
After adding the rules, they will appear on the right side of the screen.
Next, click "Add Promotion to Course" (2) at the bottom of the screen.
STEP 5 - Select Courses or Schools
On the "Select Courses or Schools" screen, choose the school, campus, and courses to apply the promotion.
Options:
Apply to a specific course: Click "Apply to this Course".
Apply to all courses in a campus: Check the box "Add to all courses of this Campus".
Once selected, click "Finish" to complete the process.
STEP 6 - Edit Promotion
To edit the promotion, search for it using the name in the search field.
Available actions:
Edit registration deadlines or start dates.
Add new courses.
Edit promotion rules.
View or delete the promotion.
STEP 7 - Future Edits
To extend or reduce the promotion period, click the blue pencil icon.
Adjust the dates as needed and click "Edit Promotion".
Apply the Promotion to Other Schools or Courses:
Use the pink "Add to Course" button to apply the same promotion to other schools or courses.
Tips:
Accommodations: Promotions cannot be directly applied to accommodations.
Suggestion: Create a discount for accommodations as a workaround.
If you still have questions, please contact support or reach out via WhatsApp.