(USA) Advertise promotions online with Sites Services

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack

Microsoft Dynamics AX includes a Sites Services for Microsoft Dynamics ERP solution called Advertise promotions online.

After a Sites Services account has been set up, you can add discounts to a sales campaign, and then publish the promotion on several advertising media, such as Facebook and Bing. Customers can view the promotions online, print or note the discount codes or coupons, and then bring the discount codes to your store to take advantage of the promotions.

You can also track the return on investment (ROI) associated with the advertising campaign.

Note

This feature is not available if Microsoft Dynamics AX 2012 R3 is installed.

Activate the solution

Typically, the system administrator or the merchandising manager activates the Advertise promotions online solution.

Note

The system administrator must sign up for a Sites Services account before you can activate the Advertise promotions online solution.

For more information about Sites Services, see (USA) About Sites Services.

  1. Click Human resources > Setup > Sites Services > Available solutions.

  2. In the list of solutions on the left, select the Advertise promotions online solution, and then click Activate.

Specify the bar code to use for discount codes

When you set up a discount that you want to advertise online, you generate a discount code that is included with the online advertisement. The customer brings this discount code to your store to take advantage of the promotion. You must first specify a bar code that will be used to generate the discount codes.

  1. Click Retail > Setup > Parameters > Retail shared parameters.

  2. On the Bar code page, in the Bar code setup field, select DiscCode.

Create discounts and generate discount codes

You can create new discounts or use existing ones that you want to advertise online. Either way, you must generate the discount codes that will be published online and that customers will use to take advantage of the discounts.

For information about discounts, see Set up a price adjustment.

  1. Click Retail > Common > Pricing and discounts > Discounts.

  2. Select a discount in the list, and then on the General tab, select the Discount code required check box.

Specify advertising media for the campaign

For more information about campaigns, see Conduct campaign overview.

  1. Click Sales and marketing > Common > Campaigns > All campaigns.

  2. On the Campaign tab, in the New group, click Campaign, or select a campaign in the list, and then in the Maintain group, click Edit.

  3. On the General tab, in the Set up group, click Media.

  4. In the Campaign media setup form, click New, and then in the Media type field, select the media that you want.

Specify discounts for the campaign

For more information about campaigns, see Conduct campaign overview.

  1. Click Sales and marketing > Common > Campaigns > All campaigns.

  2. On the Campaign tab, in the New group, click Campaign, or select a campaign in the list, and then in the Maintain group, click Edit.

  3. On the General tab, in the Promotions group, click Discounts.

  4. In the Discounts form, click New, and then in the Discount number field, select the discount that you want.

  5. Add any other discounts that you want to the campaign.

  6. On the Discount codes tab, you can view the discount codes for the selected discount.

Publish the promotion

  1. Click Sales and marketing > Common > Campaigns > All campaigns.

  2. On the Campaign tab, in the New group, click Campaign, or select a campaign in the list, and then in the Maintain group, click Edit.

  3. On the General tab, in the Promotions group, click Publish.

  4. In the Publish promotions form, select a media type in the list, and then select the Publish promotion check box.

  5. In the Publish message box, type a message that you want to publish to advertise the promotion.

See also

(USA) About Sites Services

(USA) Set up and maintain a Sites Services account