Quick Guide - Setting up a Promotion Task

Quick Guide - Setting up a Promotion Task

A Promotion Task is designed to prompt the mobile sales users to show a particular campaign during an interaction. To create a Promotion task you'll need to be logged in to the Inzant Sales Management Portal.

Once logged in navigate to the Tasks List screen.
  1. Click Tasks in the Side Bar Menu to display the Task screens
  2. Then Click Task Configuration to display the Task List Search screen


  1. Click New Task 
  2. Select New Promotion


This will create a new promotion and load the Task Details screen for you to add all the required details.

In the top section of the screen enter the following details
  1. a task name - try to make this short and easy to distinguish in a list.
  2. If you would like add a longer description and sort order (these fields are optional)
  3. Now select whether the task is “Required” or not
  4. Select if the Task should be Published or not (a published task will sync to the devices and be live).

On the Items Tab, you need to add a promotions question
  1. Select Promotion for the New question type
  2. Click Add Item



This will display the Question configuration popover
  1. Enter the question, the question can also be associated with the Promotion (i.e. "Show the customer our new Autumn Lookbook")
  2. Select whether it is a Required Task. 
  3. Select the Campaign you wish to be displayed.
  4. Click Update to save the question 


Click Save to complete the operation



NOTE:

Promotions can be setup to Auto Publish at or between certain dates and additionally also filtered to only be available for certain customer groups.
This is setup on the Publish and Filter tabs of the Task Details screen. If you would like additional information on publishing and filtering please see the following guide.

    • Related Articles

    • Completing Survey Tasks

      This guide will give you a brief walk-through about Survey Tasks. Survey Tasks are generated to receive feedback based on information you receive from a Retailer - whether its Merchandising, Competitor or Satisfaction related, the Survey module ...

    • Completing a Task

      You will only have the opportunity to complete Tasks if you have Call Management on 'Advanced'. Online Help The help link will provide you with access to our knowledge base with the articles filtered by relevance. There are two ways to access the ...

    • Taking an Order using Product Image Campaigns

      This Quick Help Guide shows you how to take an order using the product image presentation mode on the iPad. Tap the 'Retailer' Icon Find the required Retailer using the filters or search on Suburb or Name. If you are using the 'Call cycle' filters ...

    • Task List Search Screen

      Inzant Sales provides the ability to setup Tasks for device users to complete. The Task List Search screen displays all the Tasks currently setup in the system and allows you to generate new tasks. There are two types of Tasks that can be created in ...

    • Task Details Screen

      The Task Details screen allows you to view and edit the configuration of a Task. It also provides a summary of all responses for the task. Screen Layout The layout of this screen is similar to other Detail screens within the system.  The main Action ...

    • Popular Articles

    • Home Screen and Navigating the System

      The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...

    • Creating a Retailer

      This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales app. To Create a New Retailer touch 'Retailers' on the left of the screen. You will now be able to view a list of previously ...

    • Setting a Retailer to have Website access from the Management Portal

      To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Contact or Retailer in question. Finding a ...

    • Inzant Website CMS User Manual

      The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.

    • Creating Hyperlinks

      There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...

    • Recent Articles

    • Management Portal - Adding a Pricing Rule Walk Through Video

      Watch the linked video as we walk through creating a new pricing rule, set conditions for discounts, select products, choose applicable price lists, and schedule the rule for auto-publishing. Check out the detailed steps and explanations below to ...

    • Performing a Hard Reset on an iPad

    • Adding a Favourites List to a Retailer

      In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...

    • Accessing and Managing Favourites Lists

      In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...

    • Creating Bespoke Favorites Lists for a Contact

      In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...