How to Add an Offer Code

1. From the Marketing ribbon, click Promotion Offers 

2. Click the Add Icon

3. The Promotion Offers Dialog box will appear. Complete the following item:

   Offer Code

   Enter the new Offer Code.  The max characters is 16.  This is generally a combination of the pub code/item number, price, promotion name, refund and premium.

4. Hit Enter to continue to the Offer Detail section.

5. The Promotion Offers box will appear. Complete the following items:

   
   

   Description*	Enter the description of the promotion offer.
   Publication	Enter the publication code for the primary subscription or membership being sold. If creating a promotion offer for a product, AMB, or conference, leave this field blank.
   Premium Set	Add the Premium Set. If attached to the choice, leave this blank otherwise the premium may fulfill twice to the customer.
   Credit Policy ID*	Define the terms of the refund policy. For instructions on adding a credit policy, go here.
   Owning Organization*	Enter the affiliate code to identify which business the offer code is associated with.
   Multiple Agreements?	Enter the Multiple Agreements flag.

6. Hit Enter

7. Navigate to the Promotion Item tab on the bottom half of the screen to add all of the choices to the Promotion Offer

8. Click Add

9. The Promotion Items Set-up dialog box will appear, click Save Settings

10. The Promotion Item Maintenance dialog box will appear.  Enter the Item Number, Billing Currency and Promotion Choice.

11. In the Details tab, enter the Choice Description

12. Select one of the following options...
    
    

     If adding a subscription choice...

    1. In the Additional Info tab, enter the Sub Choice
    2. Click OK
     If adding a membership choice...

    1. In the Additional Info tab, enter the Member Choice
    2. Click OK
     If adding a product choice...

    1. In the Additional Info tab, enter the Item Choice
    2. Click OK
       
       

       
       

       If the Item Choice has automatic delivery associated with it, the Book Club Product Series dialog box will appear. Select the Club Code that start with Step 0.

     If adding an agreement choice...

    1. In the Additional Info tab, enter the Agreement Choice
    2. Click OK
     If adding a conference choice...

    1. In the Additional Info tab, enter the Conference Choice
    2. Click OK

    
    

13. Continue to add all choices repeating the steps in steps 8-12.