Zones Overview

Promotions Zones allow you to connect a group of customers to a single promotion. By grouping customers with similar characteristics into a reusable zone, you can quickly and flexibly apply unique pricing for specific periods. Examples of common Zones might be Military, Chain-Specific, or Geographically based. A Promotions Zone can be further grouped under a Market or it can be used on a Promotion, depending on internal processes or preferences for Promotion management.

Customers can belong to multiple Promotions Zones, and each Zone can contain many customers. For example, a single liquor store might be in zones for their county, their city, and for all independent stores. This flexibility allows Encompass to apply the lowest qualifying price across all promotions a customer is eligible for.

How to Add Zones and Customers

1. Using Universal Search, navigate to the Zones table
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2. Review existing Zones
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a. Use the Arrow icon to view an individual Zone record
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b. Click the Edit button or icon to edit the whole record or a single field
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c. Save changes when complete
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3. To add a new Zone, click Add Zones button
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4. Do you want to add one or more chains to this zone?
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5. To add a Customers Promotions Zone, click the Sub Tables button and select Customers Promotions Zones
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6. Click the Add Customers Promotions Zones button
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a. Search and select Customer
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b. Start Date is set to Today and determines when the Customer qualifies for Promotions tied to this Zone; modify this field if needed
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c. Click to Add Record
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NOTE: If you have multiple customers to add to a zone, consider using a Table Import.

Promotions Customers Overview

Promotions Customers connect a single customer directly to a promotion. This is most effective for unique pricing scenarios that don't apply to a wider group, such as for samples, donations, or special negotiated rates. Using Promotions Customers saves time by directly applying pricing to a single customer, rather than creating a separate group for just one or two individuals.

How to Add Promotions Customers

1. Using Universal Search, navigate to the Promotions table
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2. Search and Select a Promotion to view
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3. Find (or add) the Promotions Customers sub table
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4. Reivew and add Promotions Customers, as needed to tie individual Customers to the Promotion via the "Add Promotions Customers" button
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Promotions Zones or Promotions Customers?
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Q: How do I know when to use Promotions Zones versus Promotions Customers?

A: The choice between Promotions Zones and Promotions Customers comes down to efficiency: whether you need to apply a promotion to a large group of customers or to a unique, individual customer.

Promotions Zones

Use Promotions Zones when you want to apply a promotion to a large group of customers who share a common characteristic, like a specific chain or location. This is the most efficient method for promotions that will apply to many people. By putting customers into a zone, you can connect the entire group to a promotion with a single record, saving you from having to make dozens or even hundreds of individual connections.

Promotions Customers

Use Promotions Customers for unique, single-customer pricing scenarios. This is the ideal choice when a promotion applies to only one or a few customers, such as for a donation, sample, or negotiated pricing. Instead of creating a zone for a single customer—which would require extra steps—you can connect that customer directly to the promotion, making the process faster and more direct.