Promotions on Wiser
The integration of Promotions is an advanced feature that allows your team to quickly get up to speed with what promotions are running while visiting stores. If you do not have Promotions as part of your current package, please contact your Customer Success Manager for more information.
Promotions can be created/edited/assigned directly from the Web Portal, or imported can be set up as a recurring integration in bulk by the Wiser team.
Managing Promotions through the Web Portal
New Promotions
To create a new promotion, go to the promotions tab and select “New”
Enter as much info is as valuable to you and your team
Select Save
Make sure to assign the promotion via actions
Assigning Promotions
To assign a promotion, select a promotion(s) by selecting the check box(es)
Go to the Actions Drop Down menu in the top right corner and select “Create Action”
Enter the rules you’d like to use to assign your promotion (I.e. assign to stores when HQ Account is Kroger)
Edit Promotions
Go to the promotions tab
Select Edit next to the promotion you’d like to edit
Select Save after changes are made
Delete Promotions In Bulk
Check the promotions you’d like to delete or use the “select all” function
Go to the Actions drop-down menu in the top right corner and select “Delete”
One by One
Use the edit drop-down next to the promotion you’d like to delete
Select “Delete”
Recurring Integration of Promotions in Bulk
Below will be needed in order to set up recurring integrations of your promotions:
Organize your HQ Account list based on how you view and manage your business
Meaning if you manage certain accounts by division/region (e.g. Whole Foods, Kroger) then have the HQ Accounts broken out by that division (e.g. Whole Foods - Florida, Kroger - King Soopers)
Ensure stores are properly mapped to each HQ Account accordingly.
If you need to add stores to the system, send it to us via the store upload Excel template. Contact your Customer Success Manager for the most up-to-date template.
If stores exist in the system and you need to reassign them to the proper HQ Account, follow This Article
Ensure your promotions calendar/import file indicates which stores to tie the promotions to.
If it's all stores within a defined HQ Account then simply list the HQ Account in a designated column accordingly.
If you need to tie the promotions to a specific set of stores that aren't defined as an HQ Account, then notate accordingly in that same column send that list to us separately and we will create a "Store Group" to assign the promos to.