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View Promotions: Submission

Navigating the Submission view of Promotions Planning

Description

Bulk action interface that allows users to submit multiple promotions simultaneously from Pending to Submitted status, initiating the approval workflow for many promotions at once.

Navigation

Navigate to Promotions > Planning and click the interface selector icon to choose Submission

  • Approval Role dropdown: Filter that allows users to view promotions by specific approval role.

  • Pending list: Left side of screen showing all promotions in "Pending" status.

  • Submitted list: Shows promotions successfully submitted, awaiting approval step.

  • “Submit” button: Button that allows you to submit checked/selected promotions.

  • “Cancel” button: Button that allows you to cancel checked/selected promotions.

Best Practices

  • Use filters to identify specific groups of promotions ready for submission
  • Leverage bulk submission when setting up annual promotional calendars