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Function documentationTrade Promotion Templates

 

This function expedites the process of creating trade promotions. For example, if you create a large number of a trade promotions each year with similar attributes, you can enter the attributes into a template and use it as the basis for your trade promotions.

Integration

In the marketing calendar, you can search for templates, as well as create a trade promotion from a template.

When searching for templates either in advanced search or the marketing calendar, the returned results are filtered if a working context is active.

Features

  • True template functionality

    Templates are independent objects, as opposed to existing trade promotions from which you generate other trade promotions. True template functionality allows you to create templates that exist solely as the basis for other trade promotions, rather than having to use existing trade promotions for that purpose.

    Note Note

    The editable overview page of a trade promotion template is similar to that of a trade promotion. However, certain features are not available in the template, such as key performance indicators, conditions, discounts, and rebates.

    End of the note.

  • Trade promotion planning restrictions and template validity

    You can use the Plan From and Plan To fields to define the planning date range available for trade promotions that use the template. For example, you could specify that the template only be used to create trade promotions for the coming year. You can use the Usage From and Usage To fields to define the validity of the template itself. For example, the template expiry date could coincide with the discontinuation of a product.

Activities

You can perform the following tasks:

  • Create a trade promotion from a template by searching for the desired template, and then choosing Create Trade Promotion either directly from the search results list, or from the template editable overview page

  • Create a trade promotion from a template in the marketing calendar by choosing Search Templates, and then dragging one of the results into the calendar

  • Create a new template from an existing template by choosing Copy on the editable overview page

  • Create a template from an existing trade promotion by choosing Create Trade Promotion Template

More Information

Trade Promotions

Working Context