Promotions
The EMS console allows you to manage and create promotions for your products. To access this page, click Promotions on the left side navigation bar.
The Promotions page opens, showing a list of the existing promotions. Refer to the annotated image to learn more.
Search bar and filters. To find a promotion or narrow down the list of promotions, use the search bars and filters available. Refer to the table below to learn more.
Search by name
Click the search bar and type the promotion name.
Filter by Financial Institution
Click the arrow and select the financial institution associated to the promotion or promotions.
Filter by status
Click the arrow and select a promotion status from the drop-down menu. The options available are Active and Inactive.
Filters. Search promotions using advanced filtering criteria. Refer to the table below to learn more.
Publication
Click the field or the calendar icon and select a start date and an end date to see only promotions published within that period.
Validity
Click the field or the calendar icon and select a start date and an end date to see only promotions that are valid within that period.
List of promotions available for the product selected. Refer to the table below to learn more.
Name
Name of the promotion.
Publication
Time frame within which the publication of the promotion occurs. It includes the start and end dates.
Validity
Time frame within which the promotion is valid . It includes the start and end dates.
Status
Toggle witch that shows if a promotion is active or not. To disable a promotion already published, click the Status toggle switch. When the popup opens, click Disable to confirm the action. A popup message opens confirming that the promotion was successfully disabled.
Actions
The actions available are:
Edit
Click the pencil icon to edit the promotion's settings.
Delete
Click the trashcan icon to delete the promotion. When the confirmation popup appears, click Delete. Once deleted, a popup message opens to confirm that the promotion was successfully deleted and the promotion disappears from the list.
Clear All. Click to clear the results of the search performed and see the full list of promotions.
Create a promotion. Click to create a new promotion. Read Create a Promotion to learn more.
Rows per page. Click the arrow and select the number of rows from the promotions list to be displayed on screen. The options available are: 20, 50, 75, 100 and 150.
Pagination. Click the arrows to move forwards or backwards in the list of promotions.