There are multiple ways to create a new promotion in Confido: from scratch, from a prompt, or by uploading a contract. Below are support materials for how to create promotions using these different methods.

Creating a promotion from scratch (most common)

Click Trade on the left hand nav bar
Select Trade Calendar
Click Add New Promotion

Input the missing details
1. Event Description
2. Planning Group/Retailer
  Where to Assign a Promotion in a Multi-Division Hierarchy
  When a retailer has multiple divisions or distributors rolled up under one Collection (e.g., an "Albertsons" collection containing division-level Planning Groups like "Alb United" and "Alb Jewel"), decide where to assign a promotion event based on its funding scope:
  National/same-funding promotions: If a promotion applies with the same funding across all divisions, assign it at the parent Collection level. This allows volume to flow in from every underlying child Planning Group.
  Division-specific promotions: If a promotion is specific to a single division or distributor, assign it at that specific child Planning Group instead. This ensures the promotion only pulls volume from that division's data rather than the full collection.
3. Promo Period (Performance dates on shelf)
4. Start & End date
Click Next
Here is where you will enter the details for the promotion (how are you funding it)
Input the following details:
1. Type (this is predefined but can be adjusted if needed)
2. Product Line (can select by family, product, category, product channel)
3. Input the Rate per unit (or by case)
  1. If you need historical context, select Show Insights to view a bump chart of historical sales for that product/product family. Drag across a past promoted period (e.g. the same promotion last year) to see the actual historical lift, then click Apply Percent Lift to paste that percentage directly into the promotion's lift field.
4. Input the lift manually, or click Lift Projection to use our recommendation based on historical sales and the trade forecast.
  1. Applied lift is calculated on a weighted basis — it's run against each underlying SKU's own expected unit volume and price, not applied as a flat percentage uniformly across all included products
  2. A separate Scan Back Units field (on the promotion event) lets you pull in additional volume from trailing/previous weeks
  3. Click the unit-count button next to the lift field to see the unit-volume equivalent of the applied lift feeding into the dollar calculation

Once Completed Click Next
Upload any Documents (if applicable)
Click Next
Review the promotion and select one of the following options:
1. Save as Draft
2. Cancel Promotion
3. Create Promotion
  1. Once created the promotion will be added to the Trade Calendar

Creating a promotion from a prompt

Click Trade on the left hand nav bar
Select Trade Calendar
On the dropdown next to New Promotion, select From Prompt
Add natural language prompt, then Generate Promotion
Make any required date, product family, rate or type edits

Creating a promotion from a contract

For more detail, see How to Use AI Contract Uploads in Confido

Click Trade on the left hand nav bar
Select Trade Calendar
On the dropdown next to New Promotion, select From Contract
Add Contract(s)

Once the system has processed the file(s):

Select View
Select "+ New Promotion"
Make any edits, as you would with creating a new promotion from scratch
Select Create Promotion

Note: For questions regarding the trade calendar click here

Note: Promos will be added to the Accrual view based on the Start and End Dates. To learn more about tracking accruals see here

How to Create a New Promotion

Creating a promotion from scratch (most common)

Creating a promotion from a prompt

Creating a promotion from a contract