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Create a sitewide promotion with a special offer (Admin Panel)

Learn how to create a sitewide promotion that ties a discount and promo code to a custom shop category, with pop-up, banner, and hero assets across your patient app.

Overview

A sitewide promotion with a special offer promotes a curated custom shop category and applies a percentage or dollar discount to the services inside it. Patients see the promotion through pop-ups, a top-of-app banner, and hero imagery that links directly into the category.

This article is for practice owners, managers, and marketing admins who want to run a sale tied to a custom category. For awareness-only promotions without a discount, see Create a sitewide promotion without a special offer (Admin Panel).

Before You Start

  • Create your custom shop category first. See Create and schedule custom shop categories (Admin Panel).

  • You need Administrator, Manager, or Marketing access.

  • Only one sitewide promotion can be active at a time. You can schedule additional promotions for future dates.

  • Memberships cannot be included in a sitewide promotion at this time.

  • Promotion pop-up and banner toggles are on by default. Turn them off in the asset step if you do not want those surfaces.

  • Recommended image sizes:

    • Pop-up image: 1122 x 1722 px, max 2 MB

    • Category thumbnail: 360 x 360 px, max 2 MB

    • Category header: 1170 x 1080 px, max 2 MB

Why It Matters

Sitewide promotions with a special offer help you:

  • Run seasonal or event sales (for example, holiday discounts or launch-party exclusives) across a curated set of services.

  • Drive patients into a custom category with in-app billboards, not just a buried shop tab.

  • Apply one discount and promo code to every service in the category without configuring each treatment individually.

  • Pair with text messages to announce the sale and send patients straight into the app.

How It Works

Two paths for sitewide promotions: You can promote a custom shop category with a special offer (this article) or without a discount for awareness only. Both use the same asset builder for pop-ups, banners, and hero images.

Where patients see it - An active sitewide promotion can surface as:

  • A promotion pop-up (shows once per patient, then not again for 24 hours)

  • A promotion banner at the top of the app (rotates with the Affirm banner every 5 seconds when both are on)

  • Home and Browse hero imagery (rotates with other hero images every 5 seconds)

  • The custom shop category tab, thumbnail, and header in Shop

Active vs. scheduled: Only one sitewide promotion is active at a time. Scheduled promotions go live on their start date and respect the custom category’s visibility window.

Dunning override: Patients in membership dunning see only the failed-payment banner, not promotional banners. See Membership dunning on your patient app.

Entry points: Start from the custom category in App Builder → Shop Browse, or from MedCommerce Engine → Sitewide Promotions and link a category in the creation drawer.

Examples

(Optional) Main promotion image: pop-up

(Optional) Promotion banner

Main promotion image: Home & Browse hero

Shows up once every 24 hours for users.

Rotates with Affirm banner every 5 seconds.

Rotates with other hero image every 5 seconds.

Feature header image

Category thumbnail

Step-by-Step Instructions

Configure the promotion and special offer

  1. Log in to your Admin Panel.

  2. Open App Builder and go to the Shop Browse tab.

  3. Find your custom shop category and click View and edit custom category (or click the category tab at the top of the screen).

  4. Click Create a sitewide promotion in the top right.

  5. Fill out promotional content:

    • Applicable locations

    • Title and description

    • Run dates (start required; end date optional)

    • (Optional) Send a text message

  6. Click Yes, I am promoting a sale to attach a special offer to this category.

  7. Set the percentage or dollar discount.

  8. Create a promo code.

  9. Click Create your promotion assets in the bottom right.

Create promotion assets (pop-up, banner, CTA)

  1. Review the Promotion Pop-up toggle (on by default). Turn it off if you do not want a pop-up.

  2. Upload the main promotion pop-up image (1122 x 1722 px recommended).

  3. Confirm title and description (pre-filled from the prior step). To edit, click the back arrow next to Create your promotion assets.

  4. Set a call-to-action (CTA) button that links to the custom category (for example, Shop now, Check it out, or Next).

  5. (Optional) Add disclaimer text.

  6. Review the Promotion banner toggle (on by default). Turn it off if you do not want a top-of-app banner.

  7. Set banner color. Use a contrast checker so text stays legible.

  8. Click Save and create your promo assets in the bottom right.

Create a sitewide promotion from the Sitewide Promotions list

  1. Click Sitewide Promotions in the MedCommerce Engine section of the left-side navigation.

  2. Click Create a new sitewide promotion.

  3. Select the custom shop category to link.

  4. Complete the same promotion, special offer, and asset steps above.

  5. Click Schedule your promotion when finished.

Best Practices and Pro Tips

  • Build the custom category first with the services, schedule, and imagery you want patients to browse.

  • Use this path for true sales. Reserve the no-discount path for awareness campaigns like staff picks or new-device launches.

  • Check banner contrast before publishing. Banner copy uses your selected background color.

  • Plan around the one-active rule. Schedule the next promotion before the current one ends if you run back-to-back campaigns.

  • Pair with a text message when you want same-day urgency. Keep copy under the character limit and link to Shop.

  • Exclude memberships from expectations. Direct patients to membership offers through Special Offers or Memberships instead.

Common Mistakes and FAQs

Q: What is the difference between a sitewide promotion with and without a special offer?

A: With a special offer, every service in the linked custom category receives the discount and promo code you configure. Without a special offer, the promotion drives awareness and traffic only. See Create a sitewide promotion without a special offer (Admin Panel).

Q: If both the Affirm banner and promotional banner are live, which shows first?

A: They rotate every 5 seconds. If Affirm is off, the promotional banner stays at the top for the promotion’s duration.

Q: How often do hero images rotate?

A: Every 5 seconds. Rotation timing cannot be edited at this time.

Q: How often does the pop-up appear?

A: Once per patient, then not again for 24 hours.

Q: Can I add memberships to a sitewide promotion?

A: No. Memberships cannot be included in a sitewide promotion at this time.

Q: Can I run two sitewide promotions at once?

A: Only one can be active at a time. You can schedule multiple future promotions.

Q: Do I need a custom shop category before creating a sitewide promotion?

A: Yes. Create and schedule the category first, then link it during sitewide promotion setup.

Next Steps and Support

Need help? Email support@repeatmd.com

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