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.
- Click Tasks in the Side Bar Menu to display the Task screens
- Then Click Task Configuration to display the Task List Search screen
- Click New Task
- 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
- a task name - try to make this short and easy to distinguish in a list.
- If you would like add a longer description and sort order (these fields are optional)
- Now select whether the task is “Required” or not
- 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
- Select Promotion for the New question type
- Click Add Item
This will display the Question configuration popover
- Enter the question, the question can also be associated with the Promotion (i.e. "Show the customer our new Autumn Lookbook")
- Select whether it is a Required Task.
- Select the Campaign you wish to be displayed.
- Click Update to save the question
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.
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