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Wisenet

      How to add a Promotion and link it to an Agency

      Example Promotions:

      • Discounts if signed up before a specific date
      • Rewards for completing the program on time
      • Discounts for multiple enrolments

      1

      Add a Promotion

      1. Navigate to LRM > Sales > Promotions
      2. Click Add Promotion
      3. Enter the Promotion Details
      4. Click Save

      Note

      The promotion will no longer be available for selection after the promotion’s End Date.  To edit, click on the relevant Code > Action > Edit, update the details and  Save.

      2

      Link Promotion to Agency

      Add Agents to a Promotion

      1. Navigate to Sales > Promotions > Promotion Details
      2. Click Action > Edit
      3. In the Promotion Associated Agents section, click on the Agent name
      4. Click Add
      5. Click Save
        • If you need to Unlink a promotion from an Agent, follow Steps 1 to 3, click on the Agent name and click Remove.

      Add Promotions to an Agency

      1. Navigate to LRM > Organisations > Agencies > Agent Detail
      2. Click Action > Edit
      3. Scroll down to the Agent’s Promotions field and select a promotion from the “Available” section
      4. Click Add
      5. Repeat if necessary
      6. Click Save
        • To unlink a promotion, select a promotion from the “Selected” section and click Remove.
      Next Step

      How to link an Agent to a Course Enrolment