Follow the steps below to understand the different statuses of a promotion once you have built and saved these within your account.
The promotion statuses are:
- DRAFTS: Promotions which are still being defined. Promotions in the 'Draft' status are not part of your plan and will not be automatically evaluated.
- PROPOSED: Promotions which have been submitted for approval, but have not yet been added to the plan. Promotions with the 'Proposed' status are not part of your plan and will not be automatically evaluated.
- PLANNED: Promotions which have been committed to the plan, but have not yet started. Promotions with the 'Planned' status will move to 'Active' and will be automatically evaluated as soon as they start.
- ACTIVE: Promotions which were committed to the plan, and are now in progress.
- COMPLETED: Promotions which were committed to the plan, and have now concluded. As we want SKUtrak to begin evaluating our promotion when it starts, we need to commit it to our plan by moving it to the 'Planned' status.
- ARCHIVE: Enabling you to create a historical bank of Promotional activity.
How to change the status of a promotion:
To change the status of a promotion, click ‘Update Promotion Status’ in the top-right.
Click 'Update Promotion Status' in the top-right:
A pop-up will appear. Click the drop-down next to Drafts:
Select 'Planned' in the drop-down and click 'Save'. That's it! Your promotion has now been added to your plan. Come back when it has started to see how it is performing.
NOTE: Only users with the Manager role and above can move a promotion to the Planned status. If you have the Member role assigned, you can only move the promotion to the Proposed status. You will need to ask someone with the Manager role to review it and move it to Planned. For more information about SKUtrak's roles and permissions see this guide.
To understand how to optimise and evaluate your promotional activity - please visit our glossary here.