Promotion categories

Promotion categories allow you to organize promotions by creating custom promotion categories and assigning promotions to those categories.

Note: In the future, you will be able to filter promotions by category on the promotions landing page.

On the left navigation panel, expand Admin and click Configuration Settings.
Click Promotion Categories. The following screen appears:
The Promotion Categories screen displays Category Name, Category ID, Last Updated, Ellipsis to Edit or Delete the category.
- Category Name: Name of the promotion category sorted in alphabetical order by default.
- Category ID: Numeric identifier of the category.
- Last Updated: The date when the category was last updated.
- Ellipsis: To edit or delete the category.
Click the Filters icon to search for categories. Click the Columns icon to customize, reorder, or adjust the columns. Click here to learn more.
Click on the Category Name to view the Category Summary.

Create a category

To create a promotion category, follow these steps:

From the Promotion Categories screen, click Create Category in the top right corner. A New Promotion Category screen will appear:
In the textbox below Category Name, enter the name of the category.
Enter the category number in the Category ID textbox.

Note: Each category must have a unique name & ID. The identifier can be between one and nine digits long.
Click Create Category. A message 'Promotion category succesfully added' is displayed on the Promotion Categories screen.

Edit the category in the following ways:

Go to the Promotion Categories screen, tap on Ellipsis and select Edit Category.

or
From the Promotion Categories screen, click on the Category Name to view the category summary, and then click the Edit button.
If you modify the Category Name to be the same as any existing category, the following message will appear:

Note: Once a category ID is created, it cannot be modified.
Click Save Changes. A message 'Promotion category successfully saved' will be displayed.

Click Discard to dismiss the modified details. The following pop-up will appear:

Click Discard to exit the process.

A category that is not linked to any promotion can be deleted.

From the Promotion Categories screen, for any category, tap on Ellipsis and select Delete Category. A pop-up message to confirm the deletion of the category will appear.
Click Delete. A message 'Successfully deleted category' is displayed.
When you attempt to delete a category linked to a promotion, the following message appears:

See the details section to associate the category to the promotion.