Promotion Management

Learn how to effectively manage and process promotional approvals, track promotion status, and maintain oversight of promotional activities.

Overview​

The Promotion Management interface provides a centralized hub for handling promotional campaign approvals and monitoring their status. This guide will walk you through the essential features and processes for managing promotions effectively.

Managing Promotions​

Accessing the Approval Dashboard​

1. From the landing page, navigate to the Approvals section
2. This central location provides access to all promotion-related activities

Navigating to Promotions​

Select the Promotions tab to access promotion-specific management features.

Understanding Promotion Status​

The Promotion Management page organizes promotions into three key categories:

1. Pending: Promotions awaiting review and approval
2. Approved: Successfully approved promotional campaigns
3. Rejected: Promotions that did not meet approval criteria

Processing Promotions​

To review and process promotions:

1. In the pending menu, select promotions using the checkboxes
2. An action menu will appear in the top-right corner
3. Choose to either approve or reject the selected promotions

Verifying Promotion Status​

After processing:

1. Select the appropriate status tile (Approved/Rejected)
2. View the processed promotions listed below
3. Confirm the status change has been applied correctly

Best Practices​

Efficient Promotion Management​

1. Regular Monitoring:

   • Check pending promotions daily
   • Process requests in a timely manner
   • Keep track of approval patterns

2. Careful Review:

   • Verify promotion details thoroughly
   • Check for compliance with policies
   • Ensure proper documentation

3. Status Tracking:

   • Monitor approved promotions
   • Review rejection reasons
   • Maintain clear records

Interactive Tutorial​

Managing Promotional Campaigns​

A step-by-step guide demonstrating how to effectively process and manage promotional campaigns, including approval workflows and status tracking.