HBA Academy - Adding a Promotion to ALL Academy Products

Creating the Promo Code

1. 1. Click on Promotions

   

2. 2. Click on New

   

3. 3. In the Name field, type the name of your code. In this example we are using "AC25Academy - 25% off"

   

4. 4. In the Start Date field, enter the start date for the promo code to be used. In this example we are using September 29, 2025

   

5. 5. In the Discount Type field, select if it is a Percent off or Flat Price off. In this example we are using a 25% discount so we will select Percent

   

6. 6. In the HBA Total Codes Available field type "9999"

   

7. 7. In the HBA Total Codes Used type "0"

   

8. 8. In the HBA Code Uses Left field type "9999"

   

9. 9. In the Promotion Code field type the name of the code you want to use. In this example we are using "AC25Academy"

   

10. 10. In the End Date field, enter the day after you want the code to expire on. In this example the code will expire on October 15, 2025, so we select October 16, 2025 as the end date.

    

11. 11. In the Amount field type the percentage off that the promo code is for. In this example the code is for 25% off so we will type "25.00"

    

12. 12. Check the box that says "Specific Type"

    

13. 13. If an Script Error box appears just click OK

    

14. 14. Click on Save & Close

    

The Second Step is to update the workflow with the promo code you just created.

1. 15. Open a new internet browser and go to: https://hba-uxprod.crm.dynamics.com/main.aspx?settingsonly=true#133512455

2. 16. Click on Settings…

   

3. 17. Click on Processes

   

4. 18. In the search bar type "hba academy"

   

5. 19. Double click on the "HBA Academy - Create promo type records for academy products" NOTE: Make sure you are selecting the one that says Activated under the status column.

   

6. 20. Click on Deactivate

   

7. 21. Click on Deactivate

   

8. 22. Click on View properties

   

9. 23. In the promotion field, click on the search icon

   

10. 24. Click on Look Up More Records

    

11. 25. In the search field type the promo code you want to add. In this example we are using "ac25academy"

    

12. 26. Select the promo code and click Add

    

13. 27. Click on Save and Close

    

14. 28. Click on Save

    

15. 29. Click on Activate

    

16. 30. Click on Activate

    

17. 31. Click on Close

    

The Last step is to run the workflow and attach it to all the Academy Products

1. 32. Click on My Work

   

2. 33. Click on Product Sales

   

3. 34. Click on Products

   

4. 35. Click on Active Products

   

5. 36. Click on HBA Academy Products - for Bridget

   

6. 37. Click on the check box to select all the Academy Products

   

7. 38. Click on Flow

   

8. 39. Click on HBA Academy - Create promo type records for academy products

   

9. 40. Click on OK