Creating Promotions

flexible discounting for all scenarios amberflo offers complete flexibility when it comes to configuring discounts you can define discounts as either a percentage (such as 20% off the total invoice or 10% off a specific product item) or as a fixed amount (for example, subtracting $500 from the invoice total) the application frequency of the discount can also be configured discounts can be applied just once, recur every billing period until deactivated, or run for a defined number of billing periods amberflo also gives you control over the scope of the discount you can apply it at the pricing plan level , which affects the entire invoice, or narrow it to a specific product item , targeting discounts to particular parts of your offering to help streamline the setup process, amberflo provides templates for common discounting scenarios sales event modeled after traditional promotional campaigns, such as 20% off until a specific date partnership program designed for use cases where certain customers are identified as partners and receive special pricing custom gives you full control to create discounts tailored to your specific needs each template has its own configuration steps, and we’ll walk through each one in the sections that follow creating a custom promotion to set up a custom promotion, begin by entering a name and a description that clearly explain the purpose of the promotion next, choose the rate model this can be a percentage discount (such as 10% off the total invoice), a fixed amount (like $1,000 off), or discount tiers with discount tiers, you can define variable rates based on spend—for example, 10% off the first $500 and 15% off any amount above that you’ll also need to set an expiration policy you can allow the promotion to run with no expiration, or choose a custom expiration with the custom option, specify the number of billing periods the promotion should remain active once that limit is reached, the promotion expires and will no longer be applied finally, define the application scope of the promotion pricing plan applies the promotion across all product items in the selected pricing plan product item restricts the promotion to a specific product item dimension applies the promotion only when charges match a defined dimension combination within a selected product item refer to the image below to see the steps described above in the amberflo ui the final two options to configure are automatic assignment and invoice settings if you enable automatic assignment , the promotion will be automatically applied to all customers who have the specified customer tags if this option is left unchecked, the promotion must be manually assigned to each customer as needed under invoice settings , choose whether the promotion should be visible on the invoice if set to hidden, the discount will still be applied to the total, but the discount amount will not be shown on the customer’s invoice the last two steps described above are shown below