Create and customize your company settings. Update basic company information, add your company logo, change your timezone, day of week the calendar starts and date format.
How to add users, plus set user level permissions including account level, performance report and filter group access.
Learn the basics of how to manage your marketing and promotional messages with promos. Learn about adding promos manually, assigning filter groups, changing promo colors, adding promo codes, adding landing pages, adding descriptions and adding attachments.
Add or remove promo filter groups to adjust types of content displayed in the calendar, and permission users to specify filter group access.
Learn how to adjust colors on marketing activities and set up color rules to automatically assign colors.
Learn how to bulk import promos from your marketing schedule into PromoPrep, for a jump start on promo planning.
Instructions on how to upload marketing data or connect to third party tools, to analyze promo performance in the calendar or performance reports.