Create and launch a promotion

create and launch a promotion business goal plan a time bound promotion with the right products, mechanic, price, ownership, and expected commercial outcome before it becomes active prerequisites have permission to create and edit promo plans in promo planner docid\ swfaxzwu2fj8vbgay6dou open the promo section and select planner before creating the campaign confirm product, cost, zone, and regular price data are available for the intended assortment know the campaign start / end dates, closure deadline, participating zones, and commercial objective step by step instructions step 1 review promotion history on the 'promo analytics/category top level entity antibacterial spray 50 ml tab sales history subtab 1 year' screen, review sales history by selecting the relevant time range and kpi compare regular sales, standard promo sales, price, and cost around past promotions business reason historical performance provides the baseline for setting a credible promo price and avoiding mechanics that delivered weak profit or limited incremental demand review promotion history step 2 check longer term and year over year performance on the 'promo analytics/category top level record record antibacterial spray 50 ml id 154 subtab 2 years' screen, switch to a two year view; use year over year comparisons only when the selected kpi is available review recurring seasonal patterns before choosing campaign dates business reason a longer history helps distinguish genuine promotional demand from seasonal variation and supports better timing decisions check longer term and year over year performance step 3 create the promo plan in promo planner, create a promo plan and enter its start / end dates and closure deadline; apply a zone restriction when the campaign should not run in every zone use a clear campaign name that identifies its commercial purpose and period business reason the promo plan is the campaign container that governs timing, scope, collaboration, and the point after which planning must be finalized step 4 add sections and assign ownership create one or more sections in the promo plan, assign the responsible users, and set a window limit where workstream capacity must be controlled group related products or supplier activities into separate sections business reason sections make accountability explicit and let teams coordinate multiple promotional workstreams within one campaign step 5 configure product windows within each section, create a window, select the products, dates, and mechanic, then define the promo price or discount % use default for a single promo price or discount %, n+1 for an extra unit offer, multibuy for tiered basket thresholds, or bundle for a grouped offer; add linked products when a multi product window shares one promo price or discount % business reason a window is the smallest executable promotional unit, so its product group and mechanic determine the customer offer and commercial forecast step 6 validate the expected outcome run the promo simulator for each completed window and assess forecast uplift, profit, and cannibalization; revise the mechanism, promo price, products, or dates if the net outcome is not acceptable for multibuy, use quantity in basket to choose thresholds near natural demand breakpoints business reason simulation tests whether additional sales are likely to create sufficient value after sales shifted from other products in the category are considered validate the expected outcome step 7 finalize and launch the plan confirm every section and window is complete before the closure deadline, then follow your approved release workflow to make the promo plan active for its defined start / end dates and applicable zones verify that the intended promo price and mechanic are ready in downstream store systems business reason a controlled launch prevents incomplete or conflicting promotional pricing from reaching stores and preserves the campaign’s planned scope step 8 monitor promotional results after launch, use promo analytics docid\ pkwefzyh06ygitzc9iepm to review individual promotions and compare product results by revenue, profit, margin, and time range; include cannibalization when evaluating net uplift investigate performance at the product and zone level where results differ materially business reason post launch measurement shows whether the promotion produced incremental value and supplies evidence for the next promo plan monitor promotional results you're done when a promo plan exists with confirmed start / end dates, closure deadline, and the intended zone scope each section has responsible users and contains completed windows with products, a mechanic, and promotional pricing promo simulator results have been reviewed, including uplift and cannibalization where relevant the promotion is active through the approved release workflow and can be monitored in promo analytics pro tips use sales history before simulation to assess regular sales, standard promo sales, price, and cost together rather than judging a past promotion by volume alone do not use a manual price to construct a promotion; manage promotional pricing through promo planner so the promo price remains time bound and reportable for a shared offer across several products, configure linked products before running the promo simulator