Manage a Promotion

You can edit promotions in “Draft” and “Scheduled” status, archive promotions in “Draft” or “Completed” status, Unarchive promotions in “Archived” status, and duplicate promotions in “Scheduled” status.

You can also manually end promotions in “Active” status at any time, even if it is before the specified end date. Note: Your promotion will automatically end at the specified end date unless you manually end it before then. Use caution when ending a promotion, as it cannot be undone.

To manage promotions, your staff must have the “Can add and update marketing promotions and analytics” permission. For more information on configuring permissions, go to Manage Roles.

On this page:

• Edit a Promotion

• End a Promotion

• Archive a Promotion

• Unarchive a Promotion

• Duplicate a Promotion

Edit a Promotion

To edit a draft or scheduled promotion:

1. From the Admin Platform sidebar, select Promotions.

2. On the Promotions page, select the row of a promotion that is in the Draft or Scheduled tabs.
   
   

3. From the three dots menu, select Edit promotion if the promotion is in “Draft” status, or select Mark as draft and edit if the promotion is in “Scheduled” status.
   
   

4. Edit the Details, Style and content, Target, and/or Scheduling sections. See Create a New Promotion for details on these sections.
   
   Select Save and continue after editing each section.
   
   

5. Select Review, and after reviewing, select Confirm.
   

End a Promotion

Your active promotion will automatically end at the specified end date, but you can manually end it before then.

To end an active promotion:

1. From the Admin Platform sidebar, select Promotions.

2. On the Promotions page, select the promotion you want to end from the Active tab.
   
   

3. From the three dots menu, select End promotion. Note: Use caution when ending a promotion, as it cannot be undone.
   

Archive a Promotion

Archiving a promotion is an easy way to keep your workspace organized. When you archive a promotion, it moves to the Archived tab, making it easier to find later if needed. You can archive promotions in “Draft” or “Completed” status. This helps reduce clutter in the Draft and Scheduled tabs so you can focus on active promotions that need your attention.

You can always view or unarchive it later from the Archived tab. You can edit an archived promotion, but saving edits will move it to “Draft” or “Scheduled” status.

To archive a promotion:

1. From the Admin Platform sidebar, select Promotions.

2. On the Promotions page, select one or more promotions you want to archive from the Draft or Scheduled tabs.

   

   
   You can also open a promotion and select Archive promotion from the three dots menu.
   
   

3. The archived promotion(s) move to the Archived tab.

   

Unarchive a Promotion

You can restore promotions in “Archived” status by unarchiving them.

1. From the Admin Platform sidebar, select Promotions.

2. On the Promotions page, select one or more promotions from the Archived tab and then select Unarchive.

   
   

   You can also open a promotion and select Unarchive promotion from the three dots menu.

   
   

3. The unarchived promotion(s) move to the Draft tab.

   

Duplicate a Promotion

To save time when creating several promotions, you can duplicate promotions in “Scheduled” status.

To duplicate a promotion:

1. From the Admin Platform sidebar, select Promotions.

2. On the Promotions page, select the promotion you want to duplicate from the Scheduled tab.

   
   

3. From the three dots menu, select Duplicate promotion.

   
   

4. Select the Platform you’d like for the promotion, either web or mobile. Note: If you're duplicating from web to mobile or mobile to web, some fields may be left empty for you to complete in the duplicate promotion due to different platform requirements.
   Select Duplicate.

   
   

5. The duplicate promotion opens in edit mode with “(copy)” at the end of the title. You can rename it in the Details section.
   You can now proceed with this promotion as you would any other promotion.