Creating a Promotional Code in IMIS for Memberships

Creating a Promotional Code in IMIS for Membership

Objective

This SOP outlines the steps to create a promotional code in IMIS for a membership, ensuring clarity and ease of execution for team members.

Key Steps

1. Navigate to Commerce Section 0:00

• Open IMIS.

• Go to the Commerce section.

2. Access Promotions 0:15

• Click on Promotions.

3. Add a New Promotion 0:29

• Click the plus button to add a new promotion.

4. Enter Promotion Details 0:43

• For the promotion name, enter Member Promo.

• Set the promo code as IMJOIN.

• Leave the status as active.

• Set the start date to April 13th and the end date to May 8th.

5. Set Discount Amount 1:03

• Enter a discount amount of 10%.

6. Limit Usage 1:17

• Ensure the promotion is limited to specific customers.

7. Select Qualified Customers 1:42

• Use the existing IQA for new customers.

• Navigate to the root: ASM > AASM Store > Promotions > promo for first-time members.

8. Add Membership Items 2:20

• Add the items for the promotion (e.g., one year and two year affiliate memberships).

• Follow previous discount percentages (e.g., 25% off).

9. Save Progress 3:46

• Click Save to refresh and verify all entries.

10. Check for Existing Promo Codes 4:19

• If the promo code already exists, modify it (e.g., add a year to the code).

11. Finalize and Close 4:39

• Click Save and Close to complete the creation of the membership promo code.

Cautionary Notes

• Ensure that the promo code is unique to avoid conflicts with existing codes.

• Double-check the discount percentages to align with previous promotions.

Tips for Efficiency

• Save your progress frequently to avoid losing any data.

• Familiarize yourself with the existing IQA to streamline the selection of qualified customers.

Link to Loom

https://loom.com/share/bc47f0eb20b34d2bb52ef44a78fd30f0