Promotions and the Promo Tracker

A promotion is an offer with nothing for the customer to enter. You define which courses qualify and a date window; the Promo Tracker lists everyone who signed up for a qualifying course inside that window so you know who gets the reward. Qualifiers come from real enrollments, not from anything the customer typed.

Set one up

1. Open Marketing → Promotions. If nothing is running, press the Promotions link in the empty state — it opens the Create New form for a promotion.
2. Title is the offer name, e.g. “Free Scuba Fins”. Reward is what they get.
3. Qualifying courses: one keyword per line. A signup qualifies if its course title contains any keyword, ignoring case — “Rescue” matches both SDI Rescue Diver and PADI Rescue Diver.
4. Set Start date and End date. Signups on either date count; the end date runs to the end of that day.
5. Keep Active ticked so it shows on the tracker. Notes are internal (stock, fulfilment).

Read the tracker

• Each running promo is a card with a Running or Ended chip, the reward, the window, the qualifying keywords and a big “Earned it” count.
• The table lists Student, Contact (email and phone), Course with its agency chip, and Signed up date. Click a name to open their training record.
• Untick Active on the promotion to take the card off the tracker once rewards are handed out.