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Marketing Promotions

A Promotion is a voucher campaign you run once. You choose the audience, you choose the offer, it sends, it is done. Use it for things that have a date attached — a holiday weekend, a menu launch, a thank-you to your best customers — where an always-on Marketing Autopilot campaign would make no sense.

They are the same campaign builder with one difference: what starts it.

  • A Promotion starts because you ran it. It has an audience.
  • An Autopilot campaign starts because a customer did something. It has a trigger.

If you find yourself running the same promotion every month, that is an autopilot campaign you have not built yet.

  1. Campaign Info — name and describe it. Include the occasion in the name; you will be comparing “Diwali 2026” against “Diwali 2027” eventually.

  2. Trigger Conditions — for a promotion these define the audience: customer segments, outlets, a minimum order count, a minimum lifetime spend, or members only.

  3. Voucher Benefit — Free Item, Order Discount or Order Cashback, as a Percentage or Fixed Amount, with an optional cap.

  4. Redeem Conditions, Item Conditions and Advanced Settings — what the order has to look like for the voucher to apply. Advanced settings also cover app-only redemption, which order types qualify, a minimum order amount, and a total voucher limit for the campaign.

  5. Channels and Message Templates — how it reaches people and what it says.

  6. Test Campaign — always. A promotion sends once; there is no second chance to fix a typo in it.

  7. Schedule or send.

PromotionAudienceThe idea
VIP thank-youYour best customersNo strings, no discount pressure — recognition retains better than money
Launch weekRepeat customersGet the people who already like you tasting the new thing while it is news
Quiet-period fillerActive customersShort validity window; the urgency is the offer
Occasion offerEveryone, or one outletHolidays, local events, an anniversary
ApologyA specific small groupA voucher after a bad week repairs more than a refund does

Promotions and autopilot campaigns share the same reporting suite — start at Voucher Campaign Overview (/reports/voucher-campaigns/overview) and use Campaign Performance (/reports/voucher-campaigns/performance) to compare what each campaign generated against what it gave away.

SymptomTry this
The promotion sent to fewer people than expectedChannel consent and the per-customer monthly offer cap both reduce the reachable audience — check Voucher Trigger Diagnostics (/configuration/voucher-campaign/diagnostics)
Nothing sent at allThe messaging integration needs Marketing Autopilot enabled under Dashboard → Settings → Integrations → Plugin Config (/configuration/integrations/integration/list) — the same switch governs promotions
Redemption is much lower than acceptanceThe redeem conditions are probably tighter than the message implies
You want this to run every monthRebuild it as an Marketing Autopilot campaign
You want one code anyone can useThat is a Coupons, not a campaign

Related: Choosing a campaign type · Marketing Autopilot · Broadcast · Coupons

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