Promotions

Overview of Promotion Types

There are three main types of promotions available on the platform:

  1. Page Section: Embedded directly into the content section of specific pages (e.g., Communities, Plans, or Inventory pages).
  2. Banner: Displays at the very top of pages. Can be assigned to specific pages or toggled to display site-wide.
  3. 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

  1. Sign in to your backend account.
  2. From the main selection screen, click on Content Dashboard.
  3. On the left-hand navigation menu, click Promotions.

Step 2: Create a New Promotion

  1. Click the + Add Promotion button in the top right corner.
  2. 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.)
  3. 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:

  1. Community Assignments:
    • Click Edit Assignments.
    • Select the target communities and click Save Changes.
  2. Plan Assignments:
    • Select specific floor plans across your communities.
    • Click Save Changes.
  3. 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:

  1. On the left sidebar menu, go to Website Pro.
  2. Select the Configuration tab.
  3. Click the Promotion sub-tab.
  4. 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.