Promotions - Lists and Groups – buildsupport

Breadcrumb path: Promotions / Lists & Groups

You can access this page by clicking on Promotions from the main menu, and Lists & Groups from the dropdown menu.

Promotions - Lists & Groups Fundamental

In this module, you will learn how to use the Promotions - Lists & Groups module. This allows you to Add, Search, and Manage your Lists & Groups for both Items and Customers, to which you can apply Promotion Codes.

Here is an example of a Promotion being applied by a customer upon checkout:

Now that you have learned the fundamental idea of the Lists & Groups and seen an example of the end result, this guide will walk you through the process of how to use the Lists & Groups. The next section will cover Items List.

1 Items List

From this screen you can Add and Manage any Lists & Groups to which Promotion Codes can be applied.

1 Items List. Click here to choose to Manage Lists & Groups for Items.

2 Add New Items List. Here you must enter a List Name (*) (e.g. “Valentine’s Day Promo!”), and under the Items (*) field, enter the individual (comma-separated) GUIDs of the items to be put on the list.

3 Search. This field enables you to Search for any Lists & Groups currently in your database.

4 Columns. In this area, you will find Columns displaying information about your Promotions. Click on the up or down arrow icon next to each column title to sort by ascending or descending order.

List ID. This column displays the List ID, which is the ordinal number of the list.

List Name. This column displays the List Name you have added above.

Status. This column displays the Status: whether the List is Enabled or Disabled.

Actions [Edit | Delete]. This icon allows you to Edit or Delete the List.

Edit. Click the Edit button to bring up the new window shown below. Here, you must select a List Name * and Items * to include in the Items List. Then click Save.

Now that you have learned how to Add New Items to a List, you can continue to the next section covering Customers List.

2 Customers List

1 Customers List. Click here to choose to Manage Lists & Groups for Customers.

2 Add New Customers List.

Add New Customers List. Here you must enter a List Name (*) (e.g. “Elite Customers”), and under the Customers dropdown, select from all available Customers included in the system, to be put on the list. Customers will be made available in the system when they sign up for an account. After filling in the fields above, click Add and the Customers will show up below.

3 Search. This field enables you to Search for any Lists & Groups currently in your database.

4 Columns. In this area, you will find Columns displaying information about your Promotions. Click on the up or down arrow icon next to each column title to sort by ascending or descending order.

List ID. This column displays the List ID, which is the ordinal number of the list.

List Name. This column displays the List Name you have added above.

Customers. This column displays any Customers you have added above.

Status. This column displays the Status: whether the List is Enabled or Disabled.

Actions [Edit | Delete]. This icon allows you to Edit or Delete the List.

Edit. Click the Edit button to bring up the new window shown below. Here, you must select a List Name * and Customers * to include in the Customers List. Then click Save.

Now that you have learned how to Manage Customers Lists and Items Lists, that concludes The Lists & Groups section of the user manual.