Elements of a Promotion Code
There are several elements that make a promotion code. The key elements are; Choice(s), Credit Policies, Premium Sets. These three elements make up a Promotion Offer. Additionally, Creative Code can be used. It will need a Campaign Code. All of these elements will be grouped together on the Promotion Code.
Recommended Display
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| These are the recommended customized columns for this screen. There are more columns available. |
| Promotion Code | Displays the promotion code. |
| Promo Description | Displays additional information about the promotion code. |
| Item Number | Displays the pub code associated to the promotion code. |
| Campaign Code | Displays the campaign code attached to the promotion code. |
| Creative Code | Displays the creative code attached to the promotion code. |
| Offer Code | Displays the offer code associated with the promotion code. |
| Mailing Date | Displays the mailing date for the promotion. |
| Acquisition | Displays the acquisition code. |
| Acquisition Description | Displays the description of the acquisition code. |
| Added By | Displays the Advantage user ID of the person or process who added the promotion code. |
| Last Updated | Displays the date and time the promotion code was last updated. |
| Last Updated By | Displays the user or process to last update the promotion code. |
| Last Updated By Description | Displays the description of the name of the user to last update the promotion code. |
Preferences
Preferences and defaults can be set for the bottom half of the screen. Click Preferences in the lower left corner of the screen and the Tab Options dialog box will appear. Unselect unnecessary tabs. It is recommended to uncheck Gift Promotions and Documents. Coupons may also be unchecked if not utilizing the coupons module of Advantage. Click OK to save changes, note that the changes will not be made until Advantage is restarted. These tabs can be re-added at any time using the Preferences button.
Details
The Details tab displays information regarding the pieces that makeup the promotion code.
Responses
The Responses tab displays response information associated with the promotion code.
Costs
The Costs tab displays the costs associated with the promotion code.
Demographics
The demographics tab displays the revenue split information on the promotion code.
CIR Promotions
Promotion Item
The promotion items tab displays all of the choices offered on the promotion.
Finder Links
The finder links tab displays the finder category used by customer service teams to search for promotion codes in Advantage.
Premium Sets
The premium sets tab displays all of the premium sets and each sequence attached to the promotion code.
Credit Policy
The credit policy tab displays the refund rules of the credit policy attached to the promotion offer.
Payment Options
Scripts
Scripts can be applied to various screens in Advantage to streamline creation processes. Scripts hide unneeded fields and display only fields that are needed. The fields that are displayed are also renamed so they are more relevant to users.
The script currently in use is displayed on the upper right corner of the screen, as seen below. If a script is not currently selected, "No script in use..." will be displayed and all available fields will be displayed when creating a promotion code.
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Setting the Script
Right click and select Script
Select on of the following options...
Expand title If you are creating a promotion code... 2. Select NEWADD
3. Click OK
Expand title If you are creating a source code (x-code)... 2. Select X CODES
3. Click OK
"NEWADD" Script
The NEWADD script is typically used when creating promotion codes. Below are the fields that will appear when adding or editing a Promotion Code.
| Promotion Code* | Free form field used to define the promotion code. Promotion codes typically mirror the campaign code with the exception of the last two characters. While campaign codes can have 7 characters, promotions codes can have 8, so the unique identifier consists of two numbers instead of one letter. | ||||||||||
| Outlet Code | Defines the outlet that the campaign is being promoted through. | ||||||||||
| 5 | Inbound Telesales calls | D | Direct Mail | L | Non-Agora/External Email | T | Telemarketing | ||||
| 6 | Television | E | E-Letter | M | Other Agora E-Letter | U | Upsells | ||||
| 7 | IRIS Renewal Series | F | Conferences | N | Other Agora Website | V | Folds - Pub Folds Only | ||||
| 8 | Product Reorder Series | G | Space Ads | O | Radio Advertisements | W | Website | ||||
| 9 | Special Renewals Mail Only | H | Catalog Promo | P | Non-Agora/External Website | X | Free Source Code | ||||
| A | Auto Ren-Ren Series ONLY - Don't use | I | Inserts | Q | Renewals Only | Y | Renewals Web Links | ||||
| B | Billing | J | Insert Renewals | R | Renewals - Don't use | Z | MBR BABY PUBS ONLY | ||||
| C | Customer Service | K | Order Again | S | Book Club only - Don't use | ||||||
| Publication Code/Owning Org | Defines the publication or owning organization of the product for the campaign. | ||||||||||
| Year & Month | Defines the year and month of the campaign. Example: May 2016 = S5 November 2017 = TB | ||||||||||
| Year | S T U | 2016 2017 2018 | |||||||||
| Month | 1 | January | 2 | February | 3 | March | 4 | April | |||
| 5 | May | 6 | June | 7 | July | 8 | August | ||||
| 9 | September | A | October | B | November | C | December | ||||
| Unique Identifier | Uniquely identifies the promotion code. The unique identifier consists of two numbers instead of one letter. Usually the next number in a sequence. Example: 00 01 02 03 | ||||||||||
| Campaign Code* | Defines the campaign code the promotion code should fall under. | ||||||||||
| Offer Code* | Defines the promotion offer the will be attached to the promotion code. The promotion offer is going to pull in the choices, premium set(s), and credit policy(s). | ||||||||||
| Description | Provides additional information about the promotion code. | ||||||||||
| Initiated By | Defaults to the user currently logged in. | ||||||||||
| Creative Code | Defines the creative used on the promotion. | ||||||||||
| Creative Version | Defines the version of the creatives. | ||||||||||
| Narrative Type | Defines when a narrative will appear if entered on the promotion code. | ||||||||||
| ALERT | With this option selected, an alert will appear when placing an order in Advantage. | ||||||||||
| CANCEL ALERT | With this option selected, an alert will appear if the other is canceled in Advantage. This will also appear when entering the promo code during order entry. | ||||||||||
| DEFAULT | With the option selected, the narrative will not act as an alert and the narrative will only be seen on the promotion codes. Should not be used. | ||||||||||
| List Code | Defines the website, mailing list, or external email list the promotion will ultimately be sent to. | ||||||||||
| Local Currency | Defines the currency of the promotion. | ||||||||||
| List Segment | Defines the segment, or the group of customer's that are being targeted of the list being mailed. | ||||||||||
| Mail Date | Defines the date the mailing will be sent. | ||||||||||
| Effective From | Defines the date the promotion code will be active and orders can be taken. | ||||||||||
| Effective To | Defines the date the promotion code will expire. | ||||||||||
| Then Use | Used with the Effective To field, this field defines the promotion code that should be used upon expiration of the current promotion code. | ||||||||||
| Quantity Mailed | Defines the number of customers mailed. | ||||||||||
| Quantity Received | Defines the number of customers or the size of the customer list received. | ||||||||||
| Acquisition* | Defines the outlet which orders will be acquired for this promotion. | ||||||||||
| AA | General Append | AD | Ad Network | AP | Ads placed on newsletters | BI | Cross Promotion Internal Agora | BX | Cross Promotion External | ||
| CC | Conference General | DD | Dedicated | EI | Clctn Device W/I Promo Extrnl | EM | Editorial Mention | EV | Our own Eletter Video | ||
| EX | Clctn Device W/I Promo Extrnl | FB | FF | Renewals | LI | Co-Reg Internal | LV | Outside Eletter Video | |||
| LX | Co-Reg External | MM | Mail/Print | MV | Affiliate Eletter Video | NV | Affiliate Web Video | OO | Organic Search | ||
| PP | Press/Media | PV | Outside Web Video | RA | Radio | RE | Remarketing | RR | RSS | ||
| SA | Space Ad | SM | Social Media | SS | Paid Search | UI | Web/Email Promo Internal | UP | Paid Direct Mail Promo | ||
| US | Insert Mail Promo | UT | Telesales Promo | UX | Web/Email Promo External | UZ | ADV Paid Other | VT | Video Transcript | ||
| WB | Webinar | WI | Website Internal | WV | Our own Website Video | WX | Website External | XI | Free Swap - Internal Agora | ||
| XX | Unknown | ZZ | I Don't Know | ||||||||
| Package Type | Defines the type of promotion. | ||||||||||||||
| User | Used as a optional demographic field. | ||||||||||||||
Host Dept 1% | Defines the percentage of revenue that will go to the host. | ||||||||||||||
| Host Dept 1 | Defines the host department the revenue will be split with. | ||||||||||||||
| Host Dept 2% | If dividing the revenue in 3, defines the percentage of revenue that will go to the second host. | ||||||||||||||
| Host Dept 2 | If dividing the revenue in 3, defines the second host department the revenue will be split with. | ||||||||||||||
| Subsequent Charges | Defines how revenue splits for any additional charges that occur during the first year. Leaving this field blank will apply the same revenue splits to any additional charges. Selecting O - Override will not carry over the same revenue split information and 100% of the revenue will go to the parent. | ||||||||||||||
| Done!* | Defines when the promotion code is ready to be pulled by the accounting department. | ||||||||||||||
| Website URL | Defines the website URL of the promotion the URL is required for all online promotions. | ||||||||||||||
| Promotion Narrative | Allows users to enter additional information or alerts that will either appear when placing or canceling an order. This field works in conjunction with the Narrative Type field. The text added in this field will pop when the associated promotion code is used during order entry or during cancellation depending on the Narrative Type chosen. | ||||||||||||||
| Promotion Class | Defines whether the promotion will be sent through email, mail, other, renewal, or web. | ||||||||||||||
| Copywriter | Defines the copywriter when not using a creative code. | ||||||||||||||
Costs
Fixed Cost | Defines any fixed costs spent on the promotion. |
| Material CPM | Defines the material cost per thousand names. |
| Postage CPM | Defines the postage cost per thousand names. |
| Other CPM | Defines any other costs per thousand names. |
Promotion Finder Link
| Finder Category | Defines the publication or owning organization and the type of promotion. Example: LD1EML = LD1 email promotion Types of promotions include: | |||||||||
| EML | INS | Insert Ad | SPACE | Space Ad | VID | Video Ad | WEB | Website | ||
| Key Word | Defines the name of the placement. For example, the name of the eletter or website the offer was found in. | |||||||||
| Entry Removal Date | Defines the date the promotion code will no longer appear in search results by customer service teams. | |||||||||
"X CODES" Script
The X CODES script is used when creating source codes (x-codes). Below are the fields that will appear when adding or editing a X Code.
| Promotion Code* | Free form field used to define the promotion code. Promotion codes typically mirror the campaign code with the exception of the last two characters. While campaign codes can have 7 characters, promotions codes can have 8, so the unique identifier consists of two numbers instead of one letter. | ||||||||||||||
| Campaign Code* | Defines the campaign code the promotion code should fall under. | ||||||||||||||
| Description | Provides additional information about the promotion code. | ||||||||||||||
| Initiated By | Defaults to the user currently logged in. | ||||||||||||||
| Mail Date | Defines the date the mailing will be sent. | ||||||||||||||
| Acquisition* | Defines the outlet which orders will be acquired for this promotion. | ||||||||||||||
| AA | General Append | AN | Ad Network | AP | Ads placed on newsletters | BI | Cross Promotion Internal Agora | BX | Cross Promotion External | ||||||
| CC | Conference General | DD | Dedicated | EI | Clctn Device W/I Promo Extrnl | EM | Editorial Mention | EV | Our own Eletter Video | ||||||
| EX | Clctn Device W/I Promo Extrnl | FB | FF | Renewals | LI | Co-Reg Internal | LV | Outside Eletter Video | |||||||
| LX | Co-Reg External | MM | Mail/Print | MV | Affiliate Eletter Video | NV | Affiliate Web Video | OO | Organic Search | ||||||
| PP | Press/Media | PV | Outside Web Video | RA | Radio | RE | Remarketing | RR | RSS | ||||||
| SA | Space Ad | SM | Social Media | SS | Paid Search | UI | Web/Email Promo Internal | UP | Paid Direct Mail Promo | ||||||
| US | Insert Mail Promo | UT | Telesales Promo | UX | Web/Email Promo External | UZ | ADV Paid Other | VT | Video Transcript | ||||||
| WB | Webinar | WI | Website Internal | WV | Our own Website Video | WX | Website External | XI | Free Swap - Internal Agora | ||||||
| XX | Unknown | ZZ | I Don't Know | ||||||||||||
| Website/External Coreg List | Defines the external website the signup box will be placed on. | ||||||||||||||
| Internal Coreg List | Defines the internal website the signup box will be placed on. | ||||||||||||||
| Quantity Mailed | Defines the number of customers mailed. | ||||||||||||||
| Creative Code | Defines the creative used on the promotion. | ||||||||||||||
| Creative Version | Defines the version of the creatives. | ||||||||||||||
| Package Type | Defines the type of promotion. | ||||||||||||||
| Narrative Type | Defines when a narrative will appear if entered on the promotion code. | ||||||||||||||
| DEFAULT | Users can add additional information about the source code. | ||||||||||||||
| Website URL | Defines the website URL of the promotion the URL is required for all online promotions | ||||||||||||||
| Host Dept 1 % | Defines the percentage of revenue that will go to the host. | ||||||||||||||
| Host Dept 1 | Defines the host department the revenue will be split with. | ||||||||||||||
| Host Dept 2% | If dividing the revenue in 3, defines the percentage of revenue that will go to the second host. | ||||||||||||||
| Host Dept 2 | If dividing the revenue in 3, defines the second host department the revenue will be split with. | ||||||||||||||
| Done!* | Defines when the promotion code is ready to be pulled by the accounting department. | ||||||||||||||
| Fixed Cost | Defines any fixed costs spent on the promotion. | ||||||||||||||
| Response Cost/M | Defines the response cost per thousand names. | ||||||||||||||