How to create custom promotions
Last updated: May 6, 2026
Custom promotions: Products > Promotions > +New Promotion. Set name, dates, description. Discount type: Percentage Off (% with tuition-only option) or Amount Off ($ with currency). Add to quote via Edit > Promotions. Eye icon to apply hidden. One-quote promotions via Custom Promotions in quote.
Custom promotions are agency-created discounts on top of school-provided promotions.
How to create
- Go to Products > Promotions in the right side menu.
- Click + New Promotion.
- Enter:
- Choose discount type:
- Save.
Optional fields
- Internal notes.
- Default language.
- Translations.
Add a promotion to a quote
Quotes > select quote > select option > Edit > scroll to Promotions > + Add Promotions > select from list.
The list shows only promotions whose conditions match this specific quote.
Click the eye icon to apply but hide a promotion on the displayed quote.
One-quote-only promotions
Create a promotion specific to a single quote: Custom Promotions option directly inside the quote. Won't appear in Products > Promotions.
Manage promotions
Products > Promotions to edit or delete custom promotions.