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[en] Create or Edit a Promotion

[en] To create a new promotion, go to the Promotions page and click + Create a Promotion. You are redirected to the Create a Promotion page, where you define the settings of the promotion. Read the sections below to learn more about the information you must complete.

[en] Basic Info

[en] In this section, you define the basic settings to identify the promotion you are configuring. Refer to the table below to learn more.

[en] Financial institution

[en] Click the arrow and select a financial institution from the drop-down menu.

[en] Name

[en] Enter a name for the promotion (max. 50 characters). This field is mandatory.

[en] Short Name

[en] Enter a short name for the promotion (max. 20 characters). This field is mandatory.

[en] Description

[en] Enter a short text to describe the promotion. This field is optional.

[en] Status

[en] By default, the status of the promotion is Active (blue-colored toggle switch). Click the toggle to change the status to Inactive (grey-colored toggle switch).

[en] Image

[en] In this section, you must add an image to customize the promotion. You can choose an existing image from the library or upload a new one, but this field is mandatory. Refer to the table below to learn more.

[en] Choose from library

[en] By default, the Choose from library tab is selected. To use an existing image, click the desired image.

[en] Upload file

[en] To upload an image, click Upload file. Drag and drop a file or click select a file and select a file from your device. Then, click the check icon to confirm the upload or click the reset icon to upload a different file. A popup message opens to confirm the upload was successful.

[en] To delete an image, click the trashcan icon and follow the instructions again to upload a new file.

Importante

[en] Any image uploaded in the Marker section will be saved in the library, even if it's not used or if the promotion's settings are not saved.

[en] On Click

[en] In this section, you define the action the app user will perform and how the promotion is visualized on the device screen. Refer to the table below to learn more.

[en] Action

[en] Click the arrow an select an action from the drop-down menu. The options available are None and Open Browser. By default, the None option is selected.

[en] Params

[en] Enter a destination URL.

[en] Publication and Validity

[en] In this section, you can define the start and end dates for the publication of the promotion and for how long the promotion is valid. Refer to the table below to learn more. All fields in this section are mandatory.

[en] Publication

[en] Start

[en] Click the field or the calendar icon and select a start date so that the promotion is published from this date to the end date.

[en] End

[en] Click the field or the calendar icon and select an end date so that the promotion is published up to the selected date.

[en] Validity

[en] Start

[en] Click the field or the calendar icon and select a start date so that the promotion is valid from this date to the end date.

[en] End

[en] Click the field or the calendar icon and select an end date so that the promotion is valid up to the selected date.

[en] Once you complete all the required fields, click Save.

[en] To edit a promotion, find the promotion in the Promotions page and click the pencil icon in the Actions column. The Edit a Promotion page contains the same sections that must be completed when creating a new promotion. Once you finish making changes, click Save to apply the changes and go back to the Promotions page.

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