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How to Create a New Promotion

To create a new promotion follow the steps below:

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Written by Cassie Crail
Updated over 2 months ago

  1. Click Trade on the left hand nav bar

  2. Select Trade Calendar

  3. Click Add New Promotion (in the right hand corner)

  1. Input the missing details

    1. Event Description

    2. Planning Group/Retailer

    3. Promo Period (Performance dates on shelf)

    4. Start & End date

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  2. Click Next

  3. Here is where you will enter the details for the promotion (how are you funding it)

  4. 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

    4. Input the lift of click Lift Projection to use our reccomendation based off historical sales and the trade forecast

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Screenshot 2025-04-29 at 2.08.21 PM

  1. Once Completed Click Next

  2. Upload any Documents (if applicable)

  3. Click Next

  4. 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

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

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