Use these instructions to create a new promotion code.  The following elements contribute to a promotion code. Choices (subscription, product, agreement, conference, or membership), Premium Sets, Credit Policies, Creative Codes, Promotion Offers and Campaign. 

How to Create a New Promotion Code

1. From the Marketing Ribbon, click Promotions

2. Click the Add Icon

3. The Promotion Code box will appear. Complete the following fields: 

   Promotion Code*	Enter the promotion code, this code should mirror the first 6 letters of the campaign code. The promotion code has 8 characters. Follow this naming convention:  Naming Convention for Promotion Code: Outlet Code Identifier Publication Code or Owning Org (for Products) Year and Month Unique Numeric Identifier Commonly: E, M, P, L, U OXF, TEK, 650. T5 = May 2017 T = 2017 1-9 = January - September A-C = October - December This field makes the promotion code unique. It should start with 00 for a no-code. Then move to 01.
   Campaign Code*	Enter the Campaign Code
   Offer Code*	Enter the Offer Code

   
   

4. Hit Enter

5. The Promotion Detail section will appear. Complete the following fields:

   Description		Enter a description for the promotion.
   Initiated By		This field automatically populates with the user who added the promotion code
   Creative Code		Enter the creative code. This can used to track the copy associated with a promotion. For instructions on this go here.
   Narrative Type		There are 3 options; Alert, Default and Cancel Alert. This allows it to add information about this promotion code. This can be used as a way to communicate information about this promotion code to the Customer Service team. Alert will show the agent the information that is put in the Promotion Narrative field when they place an order. Default will simply add information to the promotion that will be visible to the agent if they inquire on a promotion code.
   List Code		Fill out to indicate if the promotion is sent to an Agora affiliates emailed eLetter. This field is very important for tracking where our customers come from. Only enter a List Code or a List, never both.
   List		Fill out to indicate where the promotion is sent if it is not sent through Message Central. Any non-Agora email list, internal and external websites, and internal and external direct mail lists. For example, Facebook.
   Local Currency		This is the currency associated with the item.
   List Segment		Identify the portion of a list being targeted. For instance, active subs to another publication.
   Mail Date*		Enter the exact date the promotion will be sent out.
   Effective From		Enter when the promotion code will become active. If a date in the future is placed , it will not be able to take orders under that promotion code until that date.
   Effective To		Enter the last day this promotion will be available. This can be used to expire a promotion code. For instance, if there is a sale and don't want orders to come in under the lower price after a certain date, use this field to achieve that.
   Then Use		Enter an alternate promotion code that can be preset for when the current promotion expires.
   Quantity Mailed		Enter the actual quantity that will be mailed out. This is especially helpful to fill out for 3rd party promotions.
   Quantity Received		Enter the number of names received. Typically from the list broker.
   Acquisition Method*		Enter the method which customers are acquired from this promotion.
   Package Type		Enter the means of classifying the promotion through its 'package'. This can be used to identify the type of promotion. For instance, dedicated or ed mention.
   User		Use to identify the person who added the promotion code.
   Host Dept 1%		Enter the percentage that indicates the amount of revenue that will go to the host. The remaining percentage will go to the parent (the item sold) by default.
   Host Dept 1		For accounting purposes, this department acts as a bucket to hold the percentage of revenue, indicated previously, so it can be allocated correctly.  The host department typically consists of the affiliates owning org and pub code. If not sure which host department to use ask the affiliate being swapped with or ask the accounting department. If unable to locate the correct host department submit a support ticket to have it added to Advantage.
   Host Dept 2%		Use when splitting the revenue 3 ways.
   Host Dept 2		Use when splitting the revenue 3 ways.
   Subsequent Charges		Leave this field blank to apply the same revenue splits to any additional charges that occur during the first year.  For example, if the promotion is a monthly automatic renewal offer, the same split information that was applied to the initial charge will be applied to the remaining 11 charges.  If the revenue split information should not carry over, select O - Override.
   Done!		Signify if accounting can begin allocating revenue: Y - indicates the promotion is ready N - indicates the promotion is not ready* * Never use this option
   Website URL		Enter the URL of the promotion. This can be a huge help to customer service teams by allowing them to see what the customer sees the URL is required for all online promotions.
   Promotion Class		Defaults to O.
   Copywriter		Enter the initials of the copywriter so they receive credit.
   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 order is canceled in Advantage. This will also appear when entering the promo code during order entry.
   	DEFAULT	With this option selected, the narrative will not act as an alert and the narrative will only be seen on the promotion codes. This option should not be used.
   Promotion Narrative		Enter additional information about the promotion code.

6. Once the fields have been filled on the  Promotion Detail screen, hit Enter. This will move to the Costs area. 

7. Use the Costs area to indicate any costs associated with the Promotion:

   Fixed Costs	Use this field to record the total one-time cost amount associated with this promotion.
   Material CPM	Record the cost per thousand elements involved with producing the promotion package.
   Postage CPM	Record the cost per thousand elements involved with sending the promotion package.
   Other CPM	Record any other cost per thousand elements involved with producing and sending the promotion package.

8. Hit Enter. This will move back to the Promotion screen. Click the Finder Links tab and click the Add Icon. This area communicates with the Customer Service area of Advantage. This helps Customer Service agents locate promotion codes to place orders.  
   
   

   Finder Category	Enter the code that identifies the publication or item being promoted and the outlet in which it was promoted.  This is used by customer service teams to locate and use the correct promotion code.
   Key Word	Identify the name of the eLetter or website that hosted the promotion.
   Entry Removal Date	Enter a date when the promotion code to stop appearing in customer service search results. Typically 1-2 months in the future.

   
   

9. If information was entered in the Promotion Finder area, hit Enter

   
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