Special Offer Management

Associating Special Offers with Marketing Activities

Special offers can be associated with existing marketing activities and the related marketing objectives generated within the scope of the marketing activity.

Linking via the Quick Add Function

A link to the special offer is established via a marketing objective record and is only established when adding items using the quick add function, see Quick Add.

This association with the marketing activity and marketing objective allows multiple special offers and consequently specific items to be assigned to an account. The rep assigned to an account receives an overview of the planned marketing activity steps, carries out these steps and then enters the feedback in the Marketing Objective info area. For example, if the marketing activity involved monitoring a POS, the rep can access the items for which a special offer exists in the quick add area. The time period entered in the marketing objectives and special offer are taken into account.

Special Offer Management: Workflow

To use the special offer management features:

1. Add a marketing activity including all necessary related data (e.g. a target group) and execute the activity, see Marketing Activities.
2. By automatically or manually generating marketing objectives, tasks are added for the selected accounts or persons.
   Note: If you add a marketing objective manually, enter the associated marketing activity.
3. Add a special offer and assign a marketing activity to it.
   Note: The Additional items check box must be enabled in the special offer.
   Note: Enter a validity period in the Start date and End date in the special offer, see Adding Special Offers.
4. Add the special offer items. Determine in which info areas the item should be available using the quick add function, see Special Offer Items.
5. For example, if you add a new order for a member of a target group, the items currently on special offer are listed.