{"id":1383,"date":"2022-02-17T14:20:02","date_gmt":"2022-02-17T14:20:02","guid":{"rendered":"https:\/\/www.smartsaleerp.com\/helpdesk\/?post_type=ht_kb&#038;p=1383"},"modified":"2022-08-22T10:45:17","modified_gmt":"2022-08-22T10:45:17","slug":"how-to-add-indivviduals-to-promotions","status":"publish","type":"ht_kb","link":"https:\/\/www.smartsaleerp.com\/helpdesk\/knowledge-base\/how-to-add-indivviduals-to-promotions\/","title":{"rendered":"HOW TO ADD INDIVIDUALS TO PROMOTIONS"},"content":{"rendered":"<ol>\n<li>Click on CRM &amp; MARKETING and then SALE PROMOTIONS<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/1-6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1384\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/1-6.png\" alt=\"\" width=\"1600\" height=\"900\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/1-6.png 1600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/1-6-600x338.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/1-6-200x113.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/1-6-768x432.png 768w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/1-6-50x28.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/1-6-1536x864.png 1536w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/1-6-60x34.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/1-6-100x56.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/a><\/p>\n<ol start=\"2\">\n<li>Select the promotion you want to add the individual<\/li>\n<\/ol>\n<p><strong> <a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/2-6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1385\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/2-6.png\" alt=\"\" width=\"596\" height=\"108\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/2-6.png 596w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/2-6-200x36.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/2-6-50x9.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/2-6-60x11.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/2-6-100x18.png 100w\" sizes=\"auto, (max-width: 596px) 100vw, 596px\" \/><\/a><\/strong><strong>\u00a0<\/strong><\/p>\n<ol start=\"3\">\n<li>Click on PARTICIPANTS at the bottom of the window.<\/li>\n<\/ol>\n<p><strong> <a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/3-6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1386\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/3-6.png\" alt=\"\" width=\"262\" height=\"155\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/3-6.png 262w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/3-6-200x118.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/3-6-50x30.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/3-6-60x35.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/3-6-100x59.png 100w\" sizes=\"auto, (max-width: 262px) 100vw, 262px\" \/><\/a><\/strong><\/p>\n<p><strong>\u00a0<\/strong><\/p>\n<ol start=\"4\">\n<li>In the Select Individual section, type the name of the person you want to add and click on the name.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/4-4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1387\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/4-4.png\" alt=\"\" width=\"1600\" height=\"900\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/4-4.png 1600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/4-4-600x338.png 600w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/4-4-200x113.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/4-4-768x432.png 768w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/4-4-50x28.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/4-4-1536x864.png 1536w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/4-4-60x34.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/4-4-100x56.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/a><\/p>\n<ol start=\"5\">\n<li>The name will be added to the participants of the promotion.<\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/5-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-1388\" src=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/5-3.png\" alt=\"\" width=\"390\" height=\"168\" srcset=\"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/5-3.png 390w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/5-3-200x86.png 200w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/5-3-50x22.png 50w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/5-3-60x26.png 60w, https:\/\/www.smartsaleerp.com\/helpdesk\/wp-content\/uploads\/2022\/02\/5-3-100x43.png 100w\" sizes=\"auto, (max-width: 390px) 100vw, 390px\" \/><\/a><\/p>\n<ol start=\"6\">\n<li>Click Save to add changes.<\/li>\n<\/ol>\n<p><iframe loading=\"lazy\" title=\"How to add individuals to a promotion\" width=\"643\" height=\"362\" src=\"https:\/\/www.youtube.com\/embed\/uJwJ1nD8fIA?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Click on CRM &amp; MARKETING and then SALE PROMOTIONS Select the promotion you want to add the individual \u00a0 Click on PARTICIPANTS at the bottom of the window. \u00a0 In the Select Individual section, type the name of the person you want to add and click on the name. The&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[3],"ht-kb-tag":[114,115],"class_list":["post-1383","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-how-to-guides","ht_kb_tag-add-individuals-to-promotions","ht_kb_tag-promotions"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1383","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/comments?post=1383"}],"version-history":[{"count":2,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1383\/revisions"}],"predecessor-version":[{"id":1773,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb\/1383\/revisions\/1773"}],"wp:attachment":[{"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/media?parent=1383"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb-category?post=1383"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.smartsaleerp.com\/helpdesk\/wp-json\/wp\/v2\/ht-kb-tag?post=1383"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}