---
title: Manage promotions
slug: configured-commerce/docs/manage-promotions
docTags: 
createdAt: 2026-08-13T10:46:18.000Z
---

Working with promotions includes creating a promotion, adding rules, adding results and assigning a promotion to a website. Due to the numerous configuration possibilities, this article provides general descriptions and steps, not specific promotion scenarios.

- [Create a promotion](docId\:vgxvBhzG2pFTg-TFhbD6L)
- [Copy an existing promotion](docId\:vgxvBhzG2pFTg-TFhbD6L)
- [Add promotion rules](docId\:vgxvBhzG2pFTg-TFhbD6L)
- [Add promotion results](docId\:vgxvBhzG2pFTg-TFhbD6L)
- [View a promotion before it is live](docId\:vgxvBhzG2pFTg-TFhbD6L)
- [Assign a promotion to a website](docId\:vgxvBhzG2pFTg-TFhbD6L)

:::hint{type="info"}
**Note**

If a Sales Representative provides a price quote on a product, any available promotions are disallowed. Additionally, any promotions applied to an order before submitting a quote request will be removed.
:::

## Details

The **Promotion Details** finger tab (**Admin Console** > **Marketing** > **Promotions** > edit or create a new promotion) contains fields that manage the high-level description and general operation of the promotion. Promotions details are as follows:

- **Name** (required) – The name of the promotion.
- **Description** – Description of the promotion.
- **Promo Code** – The promotional code used by the customer. This field is not required, as some promotions do not need a promo code.
- **Rank** – The rank for the promotion. The promotion with the lowest rank is executed first, and subsequent promotions are stopped from being applied. If multiple promotions are allowed on a single transaction, this field does not apply unless using multiple orderline-level promotions.

  :::hint{type="info"}
  **Note**

  If a promo code is applied to a cart after a ranked promotion is applied, the promo code promotion overrides the ranked promotion.
  :::

  :::hint{type="info"}
  **Note**

  Do not assign the same rank to multiple promotions if using ranked promotions. This can cause inconsistencies in promotion calculation.
  :::
- **Activate On** – The date and time the promotion is active.
- **Deactivate On** – The date and time the promotion is deactivated.
- **Live** – Whether the promotion is live or not. This field is a **Yes/No** toggle. If set to **Yes**, the promotion is live and available on the website. If set to **No**, the promotion is not live on the website, but it can be [viewed in the CMS](docId\:vgxvBhzG2pFTg-TFhbD6L).

## [manage-promotions.mdx](docId\:vgxvBhzG2pFTg-TFhbD6L)Create a promotion

1. Go to **Admin Console** > **Marketing** > **Promotions**.
2. Click **Add Promotion**.
3. Enter the **Promotion Details**:
   - Enter the promotion's **Name**.
   - (Optional) Add a **Description**. Descriptions can be helpful when there are multiple promotion authors, when promotion names are similar to existing promotions, or to describe the trigger and results of the promotion.
   - (Optional) Enter a code in the **Promo Code** field. You do not need to create additional rules unless you want to add qualifications for someone to use the code, such as from a certain company.
   - Enter the promotion's **Rank**. Do not assign the same rank to multiple promotions.
   - Choose the date/time to activate the promotion. These fields populate with the current date and time in the user's timezone based on the user's computer or device. If you want to set promotions to start and end in different time zones, you must calculate these dates/times, base them on a time-based or regional custom property/customer segment, or have different promotions for different time zones.
   - Choose the date/time to deactivate the promotion, or leave it blank to keep the promotion active indefinitely.
4. Toggle **Live** to **Yes** to activate the promotion.
5. Click **Save** or **Save & Add New**.

## Copy a promotion

1. Go to **Admin Console** > **Marketing** > **Promotions**.
2. Click the **Edit** icon beside the promotion you want to copy.
3. Click **More (...) > Copy Promotion**.

This creates a duplicate promotion with *- Copy* added to the original name. Follow steps 3-5 in the previous section to edit the details as needed.

## [manage-promotions.mdx](docId\:vgxvBhzG2pFTg-TFhbD6L)Add promotion rules

Because rules are highly customizable, this section describes the fields and general process of adding promotion rules but does not go into detail about each rule type. For more information, see [Promotion rule type descriptions](docId:-z12nGCDFm0iFD2rKPesz)

1. Go to **Admin Console** > **Marketing** > **Promotions**.
2. Click **Edit** beside the promotion.
3. Click the **Rules** finger tab.
4. Select whether to match **Any** or **All** of the rules in the rule group if you are creating multiple rules.  
5. Select the **Rule Type**.
6. Select the desired variables, which change based on the **Rule Type**. The rule type also determines if you can add additional rules to the same group.
7. Click **Add Rule** to add additional rules to the group.
8. Click **Add Rule Group** to add another rule group. If more than one Rule Group exists, the position of the groups on the page determines the execution order. To change the order, drag and drop the rule group to the correct position.

   ![Screenshot 2024-10-16 at 12.48.20 PM.png](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/65h9-3lHZ3lHkH2NkpDmf-20260720-144710.png)
9. Use the **Condition Option** drop-down list to select the desired condition:
   - If an additional rule must be met, select **And**.
   - If an alternate rule may be met, select **Or**.
   - If no further rules exist or will be added, select **And**.
10. Click **Save**.

## [manage-promotions.mdx](docId\:vgxvBhzG2pFTg-TFhbD6L)Add promotion results

After you create the rules, establish the results.

1. Go to **Admin Console** > **Marketing** > **Promotions**.
2. Click **Edit** beside the promotion.
3. Click the **Results** finger tab.
4. Select the **Result Type**.
5. Select the desired variables, which change based on the **Results Type**.
6. Click **Save**.

## [manage-promotions.mdx](docId\:vgxvBhzG2pFTg-TFhbD6L)View a promotion before it is live

You can view a promotion from the CMS before it is live on the website. The promotion must meet the following conditions:

- The **Live** field must be set to **No** under the promotion details.
- The user must have the ISC\_ContentApprover role.
- The CMS must be in **Edit** mode.

When the user is in CMS Edit mode and enters a promotion code from the Review and Pay page, a message displays that the promotion is not live yet. This message is configurable. The section below describes how to change the message, if desired.

### Configure the CMS message for promotions that are not yet live

You can change the default CMS message for promotions that are not live.

1. Go to **Administration > Site Messages** in the Admin Console.
2. Click **Edit** beside **Promotion\_Is\_Not\_Live\_Yet**.
3. Enter the new site message in the **Message** field.
4. Select the **Website Target.** The default is All Websites.
5. Click **Save**.

## [manage-promotions.mdx](docId\:vgxvBhzG2pFTg-TFhbD6L)Assign a promotion to a website

Before a user can apply a promotion, you must assign the promotion to the website.

1. Go to **Admin Console** > **Marketing** > **Promotions**.
2. Click **Edit** beside the promotion.
3. Select the **Websites** finger tab.
4. Click **Assign Websites**.
5. Select one or more websites from the list. Click **Assign**.
6. Click **Done** to save.

Alternately, assign a promotion to a website from within a website record.

1. Go to **Admin Console** > **Websites**.
2. Click **Edit** beside the website.
3. Click the **Promotion** finger tab.
4. Click **Edit** beside the promotion
5. Select the **Websites** finger tab.
6. Click **Assign Websites**.
7. Select the desired websites and click **Assign**.
8. Click **Done**.

Your promotions are now ready to be used.