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.

   Open

   

   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

   Open

   

   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.