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How to set up automated promo cards
How to set up automated promo cards

The 3-minute guide to saving hours on the design and setup of promotions in Treez Ecommerce

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Written by Treez Support
Updated over 2 months ago

Promo cards are the simplest way to advertise your current promotions to online shoppers using Treez Ecommerce. Each card is meant to display one promotion, using your choice of imagery, call to action (CTA), and text. These promo cards are a critical component of the Promo Carousel module and Promotions page that are available to use on your website, and included as part of the standard package.

It's never been easier to keep your marketing materials in line with current promotions. Set up your site's promo cards to update automatically based on your active discounts in SellTreez, and nix the need to have to update all your promos manually.

3-Minute Guide to Setting Up Automated Promo Cards

Here's how to set up your promo cards to update 100% automatically in three minutes or less:

  1. In your Treez Ecommerce content management system (CMS), Prismic, navigate to Main space β†’ Work tab, then find and open the Promo Carousel module. (You can filter by Type β†’ PromoCarousel or search in the upper right corner.)

  2. In the Promo Carousel module editor, scroll down to the bottom of the page until you find the "Add item in "Carousel Items"" button.

  3. Click the "Add item in "Carousel Items"" button to create a new blank promo card template.

  4. Fill out these two fields as follows (highlighted in bright green below):

    1. POS Title Name = default

    2. Title = {{title}}

  5. Optional: Enter default colors for the promo card background, CTA, and text as desired, either using the color picker or by entering your chosen color's HEX code in each field. (Optional fields highlighted in dark green above.)

    1. We recommend choosing high-contrast colors from your brand's color scheme or logo. When in doubt, a black background with white text always works.

  6. Once you've finished styling your default promo card, click Save and then Publish in the upper right corner.

  7. Voila! Your changes have been published.

  8. Refresh your Promotions page (default URL: /promotions) to see how your SellTreez deals now appear on your website. Examples highlighted in green below:

What if I want to customize some of my promo cards?

You absolutely can! Set up the default promo card to auto-populate promos before your marketing team has a chance to zhuzh them up. When you're ready to give a promo the star treatment, here's what to do:

  1. Follow steps 1-3 above to create a new promo card in Prismic

  2. In another tab or window, open SellTreez and navigate to Product β†’ Discount Management β†’ Discounts

  3. Find the discount you want to promote and copy its exact Title

  4. Return to Prismic and paste the discount's Title into the POS Title Name field of your new promo card.

  5. Customize the promo card text and styles as desired, then click Save and Publish.

  6. Voila! By using the POS Title Name, Treez Ecommerce will display your custom promo card instead of the default without impacting other automated promo cards, just like in the example below:

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