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Create a Promotion

What this guide covers

Builds a new promotional rule in Atlas — defining the discount type, conditions, validity period, and applicable store groups — so it can be surfaced to customers through digital ordering channels.

Steps

Step 1: Navigate to the Promotions section using the left-hand navigation menu.

Step 2: Click the + Create New Promotion button.

Step 2

Step 3: Fill in the promotion details. Fields marked with * are required.

FieldWhat to enterNotes
Promotion Name *Internal name for this promotione.g., "BOGO Zinger May 2024". Visible to operators only.
Display Name *Customer-facing name shown on ordering channelse.g., "Buy 1 Get 1 Free Zinger". Keep it short and compelling.
DescriptionExplains the promotion to customersShown on the ordering interface.

Step 4: Select a Promotion Flow based on the type of promotion you are creating.

FlowUse when...
New PriceYou want to set a new fixed price for a qualifying item
Buy 1 Get 1Customer buys one item and receives another free or discounted
Reduced PriceYou want to apply a percentage or fixed reduction
Custom PromotionThe promotion doesn’t fit any of the above flows

Step 3

Step 5: Add Requirements — the conditions a customer must meet to trigger the promotion. Based on your selected flow, recommended requirements will appear below the requirement selector. Click Add to include a recommended requirement, or select a requirement type from the dropdown and click Add Requirement to build a custom condition.

Step 4 Step 5

Step 6: Add an Effect and fill in the effect details. The effect defines what discount or reward the customer receives when the requirements are met.

Step 7: Review all entered information and click Create to save the promotion.

Step 6

note

Promotions can only be assigned to a Store Group, not to an individual store. See Assign Promotions to Store Groups after creating your promotion.


Part of the Admin Portal Guide · Section: Promotions