Promotions in Business Engine
Run true, trackable campaigns!
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.