Users subscribed to the "Advanced" and "Enterprise" plans of ebixPRO can utilize the system’s "Promotions" feature, which includes functions such as "Discount Management", "Promo Codes", and "Rule Configuration". These tools are designed to attract more customers by encouraging prompt purchases during promotional periods.

The "Discount Management" module allows you to add or manage features such as "Budget", "Promo Codes", "Bundled Products", "Rule Configuration", and the creation of promotional campaigns.

The "Promotions" feature is exclusively available to users of the "Advanced" and "Enterprise" plans. For more details, please refer to our Pricing Plans.

1. Add Discount Management

Go to “Online Products” > “Promotions” > “Discount Management”.

Click “Add” to start creating a new discount entry.

2. Fill in Promotion Details

After completing the basic information, click “Add” to proceed with further configuration.

Required Fields for Basic Setup:

• Promotion Name: This is a mandatory field.

• Status: Options include Active / Draft / Inactive. The system defaults to Active. Draft mode allows for preview but will not be published.

• Short Description: Required. This field can be filled in manually by the user.

• Never Expire: When selected, the promotion will remain valid indefinitely. The system will automatically hide the “Start Date” and “End Date” fields.

• Start Date / End Date: Set manually to define the active period for the promotion.

• Display Countdown Timer: Requires advanced rule settings. This feature applies only when the condition is scheduled, and the discount type is a product-specific discount with the countdown toggle enabled. See example below:

Note: Products must have a sale price for the countdown to display. This feature is not applicable to service-type items.

• Stackable Discounts: When enabled, this option allows applying a higher-tier discount first, followed by the current promotion during checkout. See example below:

Note: This feature only applies to product-based discounts. If stacking is not enabled, only the most favorable discount will be applied.

3. Add / Manage Promotion Budgets

Click the “+” icon to add a new budget.

Once the total discount amount reaches the predefined budget limit, the promotion will automatically be deactivated.

Fields to Fill In:

• Budget Name: Required.

• Budget Cap Condition: Required. You may set a limit based on the total discount amount.

• Scope of Application: Optional. You can choose to apply the budget to each campaign or to individual customers.

• Budget Limit: Required field.

Budgets created under “Discount Management” can be disabled, edited, or deleted from the associated promotion entry.

4. Add / Manage Promo Codes

Click the “+” icon to begin adding promo codes.

You may create fixed codes, randomly generated codes, or codes designated for specific customers. For more details, refer to Promo Code Guide.

All newly created promo codes will appear under the “Promo Codes” tab in “Discount Management”. To activate them, be sure to configure the corresponding “Rule Settings.” For detailed steps, please refer to Promo Code Application.

Within the “Promo Codes” section of “Discount Management”, you may edit or delete existing promo codes as needed.

5. Add Bundled Products

Click the “+” icon to open the bundle creation page and start adding bundled products.

Fields to Fill In:

• Bundle Image: Required. You may upload a new image or select an existing product image.

• Bundle Name: Required field.

• Bundle Description: Required field.

• Bundle Value: You can specify the discount as a percentage or fixed price—this represents the promotional price of the bundle.

• Bundle Composition: Select different products to be included in the bundled sale.

• Selected Products: After selecting, you can specify the quantity for each product in the bundle.

Frontend Display of Bundled Products:

6. Add Rule Settings

Click the “+” icon to navigate to the Rule Settings page and begin configuring new rules.

Fill in the fields based on your requirements under “Basic Information” > “Rule Settings”. See the example below:

For detailed instructions, refer to Rule Settings Guide.

All configured rules can be managed from the Rule Settings menu or directly within the corresponding “Discount Management” promotion.

7. Create Campaigns

This section is for initiating promotional campaigns based on existing “Promotion” settings.

Enable the campaign platform > click the “gear” icon to set the frequency > click “Create Campaign” > choose a template. The system will then create a promotional campaign named after the existing promotion and list it under “Campaign Management,” where you can continue managing it.

For detailed instructions, refer to Campaign Management and Template Editor.

Campaign channels supported: Email, Facebook, SMS, and App notifications.

Example: Email Campaign

Toggle the switch to enable the email campaign > click the “gear” icon to configure the frequency > click “Create Campaign” > choose an existing or new template > you’ll be redirected to the “Template Editor” to modify the content as needed. You may also manage your campaign via the “Campaign Management” tab. See example below:

For comprehensive guidance, see Campaign Management and Template Editor.

Note: Campaigns created from the “Promotions” feature can include editable discount details directly within the email template.

     Need Help?      |      Log in to ebixPRO

ebixPRO © All rights reserved