Promotion detail

Definition of a single promotion, editing/copying/deleting, rule requirements, coupon codes (including Excel), and usage history.

The promotion detail page is where all settings of a single promotion are managed. You view and edit the promotion's definition, add rule requirements that determine under which conditions it applies in the cart, define coupon codes individually or via Excel, and track which orders used the promotion. After saving a new promotion, setup is completed on this page: first rule requirements and coupons are defined, then the promotion is activated.

Accessing the screen

Open the Campaign & Promotion › Promotions screen.
Click on the promotion name or select Open detail from the three-dot (⋯) menu at the end of the row.

This page also opens automatically when a New promotion is saved. The page opens with the record of the selected company in the list; all changes you make are saved to that company's promotion.

The open tab is kept in the address bar; when you share the link, the page opens in the same tab.

Screen sections

Top section — Top left has the Back to promotions button, the promotion name, and below it the discount type and campaign type (group). On the right, a green Live or gray Frozen badge and, if you have permission, Edit, Copy, Delete buttons.
Tabs — Definition, Requirements, Coupon codes, Usage history. The number of records is shown next to the tab names.

Back to promotions returns you to the previous page; if you came from the list, your filters are preserved. If you opened the page directly via a link or in a new tab, it opens the first page of the list with the same company.

The Coupon codes tab is visible only to accounts with permission to view coupons. If you do not have permission to modify the promotion, Edit, Copy, Delete, Add rule, and buttons in the rule and usage record rows are not shown. Adding coupons, importing from Excel, and deleting coupons require additional coupon modification permission.

Definition tab

Shows the promotion settings in three cards; if a description is entered, a fourth card is added. Fields without values show —.

Field	Meaning
Campaign ID	The promotion's system ID.
Type	What the discount applies to (Order total, Product (SKU), Category, Manufacturer, Vendor, Carrier, Subtotal, All products).
Campaign type	The promotion's campaign group.
Price type	The price on which the discount is calculated: Price, List price, or Last price.
Percentage / Total	Discount rate (percentage) and amount.
Max discount	Upper limit for percentage discount.
Max quantity	Maximum quantity of products to which the discount applies.
Amount distribution	To cart, To related products, or To one product.
Period	Start → end date and time.
Coupon required	Yes / No.
Reusable	Visible only for coupon-required promotions.
Cumulative	Whether it can be used with other discounts.
Usage limit	Unlimited, N times total, or N times per customer.
Limit count	Quantity allowed under the N times limit.
Priority	Evaluation order; smaller number is evaluated first.
Stores	If the promotion is not limited to stores, All, otherwise store names.
Plugin	If the amount is calculated by a discount provider, the provider's name (e.g., Gift product, Buy X pay Y).
Created / Updated	User who created and last modified the record with date.
Description	Shown in a separate card only if a description is entered.

Editing the promotion

Click the Edit button at the top. If you are in another tab, the page switches to the Definition tab and the cards are replaced by an edit form.
Change the fields. The form is the same as the New promotion form; see the "Form fields" section in the Promotions document for all fields and rules.
Click Save.

If successful, a Promotion updated notification appears and the form closes. If rejected, a Something went wrong notification appears and the form remains open. To exit without saving, click Cancel; changes are discarded. The Edit button is disabled while the form is open.

Differences from creation:

The Campaign summary window does not open; Save saves directly.
For old records with no dates entered, date fields can be left empty. If one date is entered, both become mandatory and the end date must be after the start date.
To publish the promotion, check the Live box and save; to stop it, uncheck it.

Copying the promotion

Used to duplicate an existing promotion instead of creating a similar one from scratch.

Click the Copy button at the top.
A Promotion cloned notification appears; a banner at the top says Promotion cloned; the copy was created with the source's settings, check before publishing.
Use the Open copy link in the banner to go to the new record's detail page, check and edit its name and dates.

Copying does not ask for confirmation; if you created a copy unintentionally, open it and delete it with Delete.

Deleting the promotion

Click the Delete button at the top.
The Delete promotion window shows the promotion name and the warning This cannot be undone.
Confirm with Delete or close with Cancel.

If successful, a Promotion deleted notification appears and you return to the promotion list.

Requirements tab

Rule requirements are conditions that must be met for the promotion to apply in the cart: for example, the cart subtotal must be above a certain amount, the customer must be in a certain segment, or the order must be placed during certain hours.

Column	Meaning
Rule	Rule name (e.g., Cart subtotal); system name shown in small text below.
Values	Summary of rule settings: values like amount and time as "label: value", selection lists like "Segments: 3 selected" with count, checked options (e.g., Monday) by name only.
Order	Rule evaluation order.
Rule ID	Rule record ID.
(action)	Pencil: edit rule. Trash: delete rule.

If there are no rules in the promotion, No records found is shown. For rule types unknown to the console, the system name appears as is in the Rule column and — in the Values column.

Adding a rule

Click the Add rule button.
Select the rule from the Rule type list (alphabetically sorted). After selection, the rule description and fields load.
Fill in the fields. If the rule accepts evaluation order, enter it in the Run order field (Rules are evaluated in this order.).
Click Save.

A rule saved notification appears, the window closes, and the table refreshes. If there are invalid fields, warnings appear below them and Save remains disabled. If rejected, the reason is shown at the top of the window.

Rule types

Rule type	Fields	When it applies
Cart subtotal	Total, Maximum amount	When the cart subtotal is between the minimum and maximum amounts. If maximum is 0, there is no limit.
Customer has spent	Total, Maximum amount	When the customer's past spending is within the range.
Added product quantity	Qty, Maximum quantity	When the total product quantity in the cart is within the range.
Customer segment	Segments (mandatory, multi-select), Requires marketing consent	When the customer is in the selected segments. If Requires marketing consent is checked, the campaign applies only to customers with marketing email consent. No evaluation order.
Category spend	Total, Category ids	When spending on selected categories exceeds the threshold.
In category	Category ids	When products from these categories are in the cart.
Not in category	Category ids	Rule does not apply if products from these categories are in the cart.
Web / app channel	Channel	Selects the channel (web or mobile app) where the campaign runs.
Time window	Start time, End time, Sunday … Saturday	On selected days and time range. Times are in the setup time zone.
Customer e-mail domain	Email domain	When the customer's email ends with this domain.
Non-discounted products	Enabled, Minimum amount, Maximum amount	When the total of non-discounted products in the cart is within the range (0 = no limit).
Tiered product discount	1st item %, 2nd item %, 3rd item %	Applies 1st rate to the most expensive eligible product, 2nd rate to the next, 3rd rate to the third. The first two rates are mandatory, >0 and max 100; the third is 0–100 (leave 0 for two-product campaigns).
On discounted products	Non-combinable campaigns	Does not combine with listed campaigns; add campaigns with the selector.
Cart has ALL of these products	Product ids	When all listed products are in the cart. No evaluation order.
Cart has ONE of these products	Product ids	When one of the listed products is in the cart. No evaluation order.
Rule engine condition	Conditions (visual builder)	Applies if country conditions below are met.

Rules that do not accept evaluation order show This rule does not accept a run order. in the window.

ID list fields (product, category, campaign)

Product ids, Category ids, and Non-combinable campaigns fields show added records as tag labels.

Click Add products / Add category / Add campaigns. A selector window opens (Pick products, Pick categories, Pick campaigns).
Fill search fields and click Search. Category selector has Category name, campaign selector has Campaign name. Product selector has filters: Product name / SKU, Category (type at least two letters and select from Category match list), Manufacturer, Store, Vendor, Product type. The product selector searches this company's web store products including unpublished ones.
Mark rows you want to add; navigate pages with Previous page / Next page. Already added records show an Added badge.
Click Add selected (n).

To remove a record from the list, click the cross on its tag.
Missing IDs (deleted product, mistyped ID) show as red tags with (not found) note.
Use the Raw text button to edit the list as comma-separated text, and List view to switch back to tags. For product lists, quantity can be specified as 77:2, quantity range as 77:1-3; adding or removing via selector preserves these suffixes.
The promotion itself does not appear in the selector for the On discounted products rule.

Rule engine condition

This rule allows you to set conditions based on country.

Use the AND / OR selection above the group to determine how conditions are combined.
Click Add condition to add a row; select Country with Equals or Does not equal and pick a country from the list.
For nested conditions, click Add group; remove subgroups with Remove group.
Check the expression formed in the Expression to be saved field and save.

Each condition must have a country selected and no empty groups allowed; otherwise, a red warning appears below the builder and the message Rule conditions are missing or invalid; select a country in each condition and do not leave empty groups. appears on save. If the saved expression cannot be opened in the builder (e.g., manually written), a warning The saved expression could not be opened in the builder and the raw expression are shown; if unchanged, the expression remains as is. To rebuild, click Rebuild with the builder.

Editing and deleting rules

To edit, click the pencil icon in the row; the Edit rule window opens with saved values. Changes apply immediately on save.
For rule types unknown to the console, the pencil icon is disabled. These rules (e.g., Employee discount (discount provider)) remain in the record and continue working but cannot be changed here.
To delete, click the trash icon; confirm with Delete in the Delete requirement window. A Requirement deleted notification appears. Deletion cannot be undone.

Coupon codes tab

If the promotion is set as Coupon required, codes that customers can enter are defined here.

Excel toolbar

At the top of the tab are three buttons and two rules:

Import from Excel — bulk uploads coupons (requires coupon modification permission).
Export — downloads all coupons of the promotion as a file. Shows Preparing… while preparing. If coupon count exceeds the limit, a warning The coupon count exceeded the limit; the file may be incomplete. appears.
Download template — downloads a blank Excel template for import.
Rules: "Write the coupon code you want to define in the 'Coupon Code' column (mandatory and unique)." and "Write the email of the customer to assign the coupon to in the 'Customer Email' column (optional; if entered, must be correct)."

Importing coupons from Excel

Download and fill the template with Download template: first row is header, column A is coupon code, column B is customer email.
Click Import from Excel and select or drop the file in the Import coupons from Excel window. Only .xlsx files accepted.
The file is read and previewed; nothing is written yet. The window shows There are n coupon rows in the file. and the first 200 rows with columns Excel row, Code, Customer email. Codes appear in uppercase.
Click Import n rows (button shows row count).

The result shows Added: x · Skipped: y rows and a table of skipped rows with reasons:

Reason	Meaning
Empty coupon code	No code in the row.
Coupon code too long	Code exceeds allowed length.
Duplicated in the file	Same code appears multiple times in the file.
Code already exists	Code is already used in another coupon (including other promotions).
No customer with this email	No customer found with the email in column B.

Also a Coupon added notification appears (yellow if rows were skipped). Close the window with Close.

Adding a single coupon

Click the Add coupon button (requires coupon modification permission).
In the Add coupon window, enter the code in the Code field. Codes are converted to uppercase; max 100 characters. Codes must be unique across all promotions.
If the coupon is customer-specific, enter the customer's ID or select with Search customer. Leave empty for public coupons.
Optionally enter from and to dates. If the end date is before the start date, a warning "End date must be after start date." appears.
Click Save.

A Coupon added notification appears and the window closes. Save is disabled if the code is empty or dates are invalid. Errors appear if the code is already used (This coupon code is already in use.) or customer not found (No customer was found with this ID.).

Customer search window

The Search customer button appears only for accounts with permission to view customers; others must enter the customer ID manually.

Filters: Registered from, Registered until (default last month), Customer ID, First name, Last name, Phone, Email, Order no, Company, Integration, Guest?
Search does not start automatically; click Search. At least one ID filter (ID, name, surname, phone, email, order no, company, integration) or a valid date range is required; otherwise Search is disabled.
If any ID filter is filled, date range is ignored; a note Another filter is entered, so the date range is not applied. appears below.
Results show 10 records per page. Name, surname, phone, and email are masked.
Select a customer with the check button at the end of the row; the Customer field fills and shows Selected customer: name below.

Coupon list

Column	Meaning
Code	Coupon code.
Used	Green No (unused) or gray Yes (used).
Qty	Quantity value in the coupon record.
Validity	Coupon start → end date.
Customer	If assigned to a customer, shows customer's name and ID. If the name is a link, clicking opens the customer detail page in a new tab.
Date	Coupon creation time.
(action)	Trash: deletes the coupon (requires coupon modification permission). Confirmation requested in Delete coupon code window; Coupon deleted notification appears. Cannot be undone.

Below are record range in the format x*–y / *total, Page x / y, and first, previous, next, last page buttons. If no coupons, No records found is shown.

Usage history tab

Lists orders where the promotion was applied; loads when the tab is opened.

Column	Meaning
Order	Order number; clicking opens order detail page. If no number, shows order ID.
Order id	System ID of the order.
Code	Used coupon code.
Customer ID	ID of the customer who placed the order.
Cancelled	Red Yes if usage was cancelled, otherwise No.
Date	Time when usage was recorded.
(action)	Trash: deletes the usage record (requires promotion modification permission). Confirmation requested in Delete usage record window; Usage record deleted notification appears. Cannot be undone.

Pagination is the same as in the coupon list.

Statuses

Status (text on screen)	Meaning	Next step
Live	Promotion is active; if dates and rules match, applies in cart.	Monitor usage in the Usage history tab.
Frozen	Promotion does not apply in any cart.	Complete rules and coupons, then check Live with Edit.
Yes in Used column	Coupon has been used.	Define new codes if needed.
Yes in Cancelled column	Usage record was cancelled.	—

Common issues

When saving a rule, the error "The discount type 'All products' cannot use this condition." appears. The selected rule cannot be used in promotions with discount type All products. Choose a different rule or change the promotion's discount type.

In the customer segment rule, the warning "This field is required. Select at least one segment for the customer segment condition." appears. Select at least one segment; until then, Save is disabled.

"Rule panel could not be read" is shown. Rule values could not be retrieved. Click Retry; if it persists, contact your system administrator.

"Service rule rejected" appears when saving a rule. Rule was not saved. Check field values and try again; if it persists, contact your system administrator.

"Promotion service not configured." is shown on the page. No promotion connection is defined for your workspace. This is not something you can fix; contact your system administrator.

Rows are skipped during Excel import due to "Code already exists". Coupon codes must be unique across all promotions. Change codes in the file and re-upload; added rows are not duplicated, skipped.

"Promotion not found." error appears. The promotion may have been deleted in another session. Refresh the list with Back to promotions.