Purchase History
The Purchase History tab within the Prepaid Promotion Details section provides users with a searchable and filterable view of all prepaid promotion transactions.
Navigation Path:
Portal > Prepaid Promotion Details > Purchase History
Available Tabs:
Purchase History (active)
Promotions
Wash Configuration
Plan Configuration
Search & Filter Options:
Search Bar:
Allows users to search by customer name, email, or confirmation code.Wash Type (Dropdown):
Filters results based on the type of wash associated with the promotion.Promotion (Dropdown):
Filters results by specific promotion names.
Table Columns:
Confirmation Code – Unique identifier for each transaction.
Date – Date of purchase.
First Name / Last Name – Customer’s name.
Email – Customer’s email address.
Promotion Name – Name of the promotion used.
Plan Name – Associated wash plan.
Wash Type – Type of wash purchased.
Quantity – Number of washes or items purchased.
Expiration Date – When the promotion or wash credit expires.
Action Button:
REFRESH (blue button)
Updates the view with the most current data.
Promotions Tab
The Promotions tab provides users with tools to view, manage, and organize prepaid promotions.
Navigation Path:
Portal > Prepaid Promotions > Promotions
Available Tabs:
Purchase History
Promotions (active)
Wash Configuration
Plan Configuration
Search & Filter Options:
Search Bar:
Allows users to search for specific promotions by name or keyword.Show Expired (Checkbox):
When checked, includes expired promotions in the results.
Table Columns:
Ordinal – Determines the display order of promotions.
Name – The title of the promotion.
Sub Title – A secondary label or description.
Image – Displays the associated promotional image.
Effective From / Effective To – Defines the active date range of the promotion.
Actions – Provides options for editing or managing each promotion by clicking on the pencil icon.
Wash Configuration Tab
The Wash Configuration tab allows users to customize the branding and messaging associated with prepaid wash promotions.
Navigation Path:
Portal > Prepaid Promotions > Wash Configuration
Configuration Fields:
Promo Code
Displays the unique identifier for the promotion (e.g., promo_1Lujk5BWf9).Default Zip Code
Sets the default location context for the promotion (e.g., 30305).Default Receipt Message
Custom message that appears on customer receipts (e.g., “You get prepaid washes!”).Enable Website Header (Checkbox)
Toggles the visibility of a custom header on the promotional webpage.Header Title
Title text displayed in the website header (e.g., “Prepaid Washes in PreProd”).Logo Hyperlink
URL that the header logo will link to (e.g., https://google.com).Header Background Color / Header Text Color
Color selectors for customizing the header’s appearance.Header Logo
Upload or manage the image used as the header logo, with options to replace or remove it.
Plan Configuration Tab
The Plan Configuration tab allows users to define and customize the default message that recipients see when they receive a prepaid plan promotion.
Navigation Path:
Portal > Prepaid Promotions > Plan Configuration
Configuration Features:
Default Recipient Message Editor
A rich text editor where users can compose or modify the message shown to recipients.Text Formatting Options
Action Button:
o UPDATE (orange button)
Saves any changes made to the recipient message.
Create Prepaid Promotion - Display Tab
The Create Prepaid Promotion page allows users to define and launch new prepaid promotions by configuring display content and promotional details.
Navigation Path:
Portal > Prepaid Promotions > Create
Tabs:
DISPLAY (active)
PROMOTION DETAILS (not shown in current view)
Display Configuration Fields:
Name *
Required field for the title of the promotion.Sub Title
Optional secondary title or tagline.Savings Label *
Required label to highlight the savings offered.Ordinal
Optional field to determine the display order of the promotion.Button Label Override
Optional field to customize the call-to-action button text.Description
Rich text editor for entering a detailed description of the promotion. Includes formatting tools such as bold, italic, underline, bullet points, and more.
Image Upload Sections:
Tile Image *
Required image representing the promotion tile. Includes an UPLOAD IMAGE button.Detail Image *
Required image for the detailed view of the promotion. Also includes an UPLOAD IMAGE button.
Action Buttons:
CREATE (orange button)
Saves and activates the new prepaid promotion.CANCEL (white button)
Discards changes and exits the creation screen.
Create Prepaid Promotion – Promotion Details Tab
The Promotion Details tab allows users to configure the core parameters of a prepaid promotion, including its type, duration, eligibility, and pricing structure.
Navigation Path:
Portal > Prepaid Promotions > Create > Promotion Details
Configuration Fields:
Promotion Type
Dropdown to select the type of promotion (e.g., "WASH").Account Type
Dropdown to specify the account type (e.g., "Standard").Effective From / Effective To
Date fields to define the start and end dates of the promotion.Purchase Limit
Optional field to restrict the number of purchases per customer.Wash Types
Dropdown to filter applicable wash types (e.g., "All").Price Groups
Dropdown to filter applicable price groups (e.g., "All").
Promotion Structure Options:
Buy [ ] Get [ ] Free
Buy [ ] For $ [ ]
Buy [ ] At % Off
Get [ ] At % Off
These options allow users to define the promotional mechanics based on quantity, price, or discount.
Action Buttons:
CREATE (orange button)
Saves and activates the configured promotion.CANCEL (gray button)
Discards changes and exits the setup process.