Preview and Send Promotions

👁️Preview and Send Promotions:

1. Go to Promotions.
2. Select Templates from the dropdown menu.
3. To receive a sample promotion email in your inbox, click the Preview button.
   
   
4. In the pop-up window, use the drop-down menu to:
   • Select any employee name, or
   • Scroll to find a specific name, or
   • Type the name in the blank field to search.
5. Once a name is selected, click Preview button.
   
   
6. Update the template if needed (see Create or Edit Promotions for the steps).
7. To send promotions, click the Send button.
   • For Pre-Launch and Go Live, select All.
   • For Follow-Up, select Not Signed In, or
   • Use the dropdown menu to choose a group if available or specific employee.
     
     
8. Change Timezone if needed (select from the dropdown, scroll or type the correct time zone).
9. Click Send Now to send immediately.
   
   
10. A confirmation message will appear, click OK and the promotion will be sent real time.
11. To schedule a promotion, select the Time and Date on the calendar.
12. A confirmation message will appear, click OK.
    
    
13. Review scheduled promotions, go to Activity under Promotions.
    
    
    • To edit a scheduled promotion, click Edit, update the date/time, then click OK and Save.
      
      
      • Activity will show the new schedule.
        
        
    • To cancel scheduled promotions, click Cancel Email then OK on the pop-up window.
      • Cancelled promotions will no longer appear in Activity.
        
        
14. Review delivered promotions if needed.
    

📌 Note: Scheduled promotions default to Pacific Time but can be changed. Keep subject lines clear and simple.

⏩ Quick Steps: Go to Promotions → Select Template → Preview test email → Send or Schedule → Change Timezone if needed → Review or Edit in Activity