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Example

Setup promotion code for Travel product upon new business and renewal, with 10% discount, and effective in December 2023.

Steps to do

  1. Setup rule to validate promotion code for Travel product upon new business and renewal.

    1. Create a new rule https://contemi.atlassian.net/wiki/spaces/SHC/pages/2008809502/Rule+Engine#Create-a-New-Rule

      1. Rule Name: “Promo Code NB + Renewal Travel”

    2. Configure rules spreadsheet https://contemi.atlassian.net/wiki/spaces/SHC/pages/2072379694/Configure+rule+engine+file+rules+spreadsheet#Example-1

      1. Example file:

    3. Verify the configured rule https://contemi.atlassian.net/wiki/spaces/SHC/pages/2008809502/Rule+Engine#Rule-Calculation-Tool

  2. Create a new promotion code with 10% discount, and effective in December 2023 with the selected rule configured in step 1. Create Promotion Code

    1. Code Name: TRAVELDEC2023

    2. Type: Percentage

    3. Value: 10 (means 10%)

    4. Currency: MUR (product currency)

    5. Effective date: 01/12/2023

    6. Expired Date: 31/12/2023

    7. Condition To Apply: “Promo Code NB + Renewal Travel”

    8. Active The Code: true

  3. Create a new quote in December to verify.

Notes:

  1. Given you set effective date for the promotion code and apply that code to a quote already and system returns error “Promotion code is invalid”. When you change its effective date to earlier to make it valid and then try to apply the promotion code again, it still shows error because system caches rule execution result.

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