Promotions in Business Engine

Run true, trackable campaigns!

Person holding phone in her hand. Display says 25% off, Promotion Code

What it solves

Subscribers can enter a promo code right in the customer portal checkout. If valid, the discount is applied instantly and shown in the price, so customers complete orders with confidence.

Why it’s great

  • Frictionless UX: A promo code field on the confirmation page with an Apply button updates pricing in real time.
  • Smart links: Prefill codes via URL parameters (works alongside referral URLs) to boost conversion.
  • Clear & reversible: Helpful error messages if a code isn’t valid and the option to remove a code at the order summary step.
  • Governed access: Only CO Administrators and Partner Admins (or above) can create/edit promotions.

What it makes extra simple

  • Campaign setup: Create promotions (also called campaigns) with or without codes. Use the new Promotion Identifier / Kampanj-ID (tooltip explains it’s the internal name and used as the code when available).
  • Targeting & visibility: Attach promos to specific services/groups and choose visibility: Admin, Portal, or Portal+PromoCode.
  • Scheduling: Set status, start/end dates, and default to “first month.” Optionally start in month 2 or 3 (that month shows on the order summary if not 1).
  • Operational clarity: A new Promotion List surfaces active & historical promotions with filters (e.g., Orderable, Future) and shows attached services, order counts, and validity periods.
  • Invoicing done right: Add a translated Invoice specification (separate from marketplace text). A script backfills older promos by copying Promotion Name into Invoice specification.
  • Cross-sell in one go: When creating a promo, quickly apply it to other services and choose Apply or Apply & Publish.
  • Search & export: Filter customers/orders by promotion in admin views and bulk-export for ROI reporting.

Subscriber experience highlights

  • Promo code field on the confirmation page with Apply.
  • Price updates immediately when a valid code is applied.
  • Codes can be prefilled from the URL (same validation as manual entry; works with referral URLs).
  • Validation checks: code exists (case-insensitive), promotion is active (status & date range), and it applies to the selected service/group. If validation fails, an error appears and the user can proceed without a code.
  • Code/promotion can be removed at the order summary step.

Get started: In Admin, create a Promotion, select services/groups, set dates & visibility (Portal+PromoCode), then publish. Your customer portal checkout handles the rest.