This guide shows you how to create Promotion Checklist items for the Promotion Progress list in Promotion Editor in Scheduler.
This guide is only of relevance if you have the Promotion Module in effectmanager.
When following up on your Promotions you can use checklist items in the Promotion Progress List in Promotion Editor to follow up on Sales being read in on the promotion, have the promotion been settled etc.
👍Pro-Tip: Creating custom checklist items for your Promotion Progress List is a great way for you and your colleagues to keep track of the progress of the promotion.
If you need to create, edit, or remove Promotions Checklist items you go to Settings and in the left-side menu select Promotion Properties. In the top menu in Promotion Properties, navigate to Promotion Progress List.
Creating Promotion Checklist items
1. To create Promotion checklist items for the Promotion Progress list press Add and fill out the mandatory fields and finish by pressing Save.
Editing Promotion Checklist items
1. To edit a Promotion Checklist item press Edit. Make your corrections and finish by pressing Save.
NB! If you want to deactivate a Promotion Checklist item, you need to edit it. Remove the checkmark in Active and save it.
Deleting Promotion Checklist items
1. To delete Promotion Checklist item press Remove and confirm by pressing Yes in the pop-up.
