View which activities and folders reference a promotion
Certain promotions might be referenced directly in marketing activities. We can open a promotion and click the References tab to view a list of those marketing activities that reference the promotion. We can also change whether the promotion is referenced directly from this References tab, if required.A Promotion folders table is included which lists any folders associated with the promotion. To improve managing your promotion folders, we can use the tab to view any folders that the promotion is referenced in.
The Promotion folders table now displays in the Manage Promotion tab in the properties view for a promotion.
Task info
The References tab makes it easier for you to manage the promotion along with its related activities and folders. To improve managing the related activities for a promotion, we can use the references tab to coordinate the scheduling of the promotion and activity. This schedule coordination ensures that both the promotion and the activity are active at the same time. Before you deactivate a promotion, we can check the References tab to ensure that no active marketing activities reference the promotion.There are two types of marketing activities, which can reference promotions:
- Dialog activities that use the Issue Coupon action to automatically add a coupon to a customer's coupon wallet. For this case, the dialog activity references a coupon promotion.
- Web activities that use the Recommend Promotion action display clickable information about a promotion on the store pages.
Procedure
- Open the Promotions tool.
- Find the promotion to view.
- Right-click the promotion to check for related marketing activities, or folders. Click Open.
- Click the References tab. The tab lists any web or dialog activities, or promotion folders that reference this promotion.
- To view or edit any activity, or folders listed on the References tab, double-click the row containing the object. To return to the promotion, click the promotion name in the explorer view.
Related concepts
Folders
Related tasks
Organizing promotions with folders
Creating promotion folders
Changing promotion folders
Adding promotions and subfolders to a folder
Deleting promotions and subfolders from a folder