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Is Your Promotion Happening Weekly or Monthly? Save Time and Make it Recurring!
Maybe you sold a remote or live appearance to a client for every Thursday night for 3 months. You don't need to create a new PRF for each week - make your first PRF recurring!
Summary
Training session covered procedures for creating and configuring recurring promotions via standardized request forms.
Requesting recurring promotions
Users initiate recurring events by submitting a Promotion Request Form for the initial occurrence. This creates the base for all subsequent scheduled instances.
Configuring event schedules
Enable recurring status by selecting the entry and defining specific day, start, and end dates. This automates scheduling across the designated period.
Finalizing calendar events
The system automatically populates the calendar with all instances once settings are saved. This confirms the events for approval.
Details
- Introduction to Recurring Promotions: This is a quick tip regarding the creation of recurring promotions, such as weekly remotes or van hits, by submitting an initial Promotion Request Form. They use the specific example of a "Bar stool Thursday" event intended to run every Thursday throughout the month of June.
- Configuring Recurring Promotions: To schedule the recurring events, the user must first create the initial entry for it's scheduled date and time. After selecting this entry from the calendar view once it's been submitted, the user selects the "make recurring" option, specifies the recurring day, sets the start date, and define an end date for the final promotion.
- Calendar Finalization and Support: Once the user saves the settings, the system automatically plots the scheduled events onto the calendar, making them available for approval. This process successfully sets the event for the entire recurring time period.