Overview of Promotion Types
There are three main types of promotions available on the platform:
- Page Section: Embedded directly into the content section of specific pages (e.g., Communities, Plans, or Inventory pages).
- Banner: Displays at the very top of pages. Can be assigned to specific pages or toggled to display site-wide.
- Pop-up: Displays as an overlay window after a user stays on a page for a configurable duration. Can also be set site-wide or assigned to specific pages.
Step 1: Navigate to the Promotions Dashboard
- Sign in to your backend account.
- From the main selection screen, click on Content Dashboard.
- On the left-hand navigation menu, click Promotions.
Step 2: Create a New Promotion
- Click the + Add Promotion button in the top right corner.
- Fill out the initial setup fields:
- Internal Name: Create a reference name for internal management.
- Headline: Enter the public title/headline for the promotion.
- Start Date & End Date: Set the active date range for the promotion.
- Promotion Type: Choose Page Section, Banner, or Pop-up. (Note: You can change the type later while editing if needed.)
- Click Submit.
Step 3: Configure Promotion Content & Display Settings
Depending on the Promotion Type selected, configure the available settings:
Option A: Page Section Settings
- Layout: Select a design layout option (e.g., Layout A, B, or C).
- Description: Enter promotional details using the rich text editor (supports bolding, bullet points, hyperlinks, etc.).
- CTA Label & CTA URL: Set up the call-to-action button text (e.g., “Apply Now”) and target link.
- Image: Upload a visual asset for the section.
- XML Integration Data: (Optional) Add Realtor and Zillow integration data if applicable.
Option B: Banner Settings
- CTA Label & CTA URL: Enter button text and destination URL.
- Background Palette / Custom Color: Toggle and adjust the banner’s background color.
- Show on all pages: Enable this toggle if you want the banner to display site-wide across all pages.
Option C: Pop-up Settings
- Layout & Description: Choose a layout, enter rich text description, and attach an image.
- CTA Label & CTA URL: Define button text and link.
- Show on all pages: Enable this toggle to display the pop-up site-wide.
Step 4: Assign Promotions to Specific Pages
If you are not using the site-wide toggle, assign the promotion using the top tabs:
- Community Assignments:
- Click Edit Assignments.
- Select the target communities and click Save Changes.
- Plan Assignments:
- Select specific floor plans across your communities.
- Click Save Changes.
- Lot Assignments:
- Search and select individual available lots/inventory.
- Click Save Changes.
Step 5: Adjust Advanced Pop-up & Banner Visibility Rules (Optional)
To control how frequently site-wide pop-ups or banners appear to users:
- On the left sidebar menu, go to Website Pro.
- Select the Configuration tab.
- Click the Promotion sub-tab.
- Adjust the following settings:
- Expand Limit (in seconds): Set how long a user stays on a page before the pop-up opens.
- Show Pop-up Again: Configure repeat visibility rules (e.g., Every Visit, Once Per Visit, or After X Days).
- Banner Options: Configure display frequency rules for site-wide banners.
