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Examples of promotions
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Marketing
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Examples of promotions

Examples of promotions

Promotions allow flexible management of service pricing. For example:

  • maintain previous prices for existing clients when tariffs increase;
  • offer temporary discounts.

By combining conditions and discount types, you can implement complex business rules without changing base prices.
Promotions can help you:

  • acquire new clients;
  • retain existing clients;
  • increase sales volume;
  • run promotions for specific segments only.

This article describes typical promotion use cases. For more details on the platform's marketing tools, see the following articles:

Preparing to run scenarios

All recipes assume that you have already created a promotion.

Before running any scenario, create a promotion:

  1. In the main menu, go to Marketing → Promotions → click Add: 
  2. Fill in the fields:
    1. Internal name — specify the promotion name that will be displayed in the administrator interface promotion list.
    2. Name for clients — specify the promotion name that will be displayed to clients according to their localization language.
    3. Provider — select the provider running the promotion.
    4. Validity period (Start date, End date) — set the period during which the promotion will be active.
    5. Type — select Discounts on services.
  3. Click Save.

Typical scenarios

Maintaining the old price for current clients when the plan is increased

Scenario: The price of the service increases on the new date, but current clients continue to pay the old price upon renewal. For example, the "Shared hosting" service costs 10 USD per month until January 1, 2026, and will cost 12 USD per month after that. We want existing clients to renew at 10 USD per month for a year, and new clients to renew at 12 USD per month.

To set up a promotion using a scenario, go to Marketing → Promotions → select a promotion → Discounts button:

  1. Click Add. 
    1. Select Product types/tariffs: "Shared hosting". 
    2. Set Discount type: "Special price".
    3. Specify Type: "Renewal".
    4. Set the Usage limit per client— how many months the discount will be valid. For example, to make the discount valid for one year, enter 12.
    5. In the Prices section, specify the required price: 10 USD per month.
  2. Click Save and go to conditions → click Add. 
    1. Select the Condition "Service expiration date".
    2. Select Product/Service: "Shared hosting". 
    3. Select Order periods: "Select all".
    4. Set the From date and Till date values. For example, 01.01.2026 and 01.01.2027.
  3. Click Save.

The promotion is automatically applied to clients who purchased the "Shared Hosting" service before the price increase.

Attracting new clients with a special rate

Scenario: new clients receive a special price when ordering a service, while existing clients do not. For example, a client has not previously purchased a software license and is granted a discount on their first order.

To set up a promotion using a scenario, go to Marketing → Promotions → select a promotion → Discounts button: 

  1. Click Add. 
    1. Select Product types/tariffs: "Licenses". 
    2. Set Discount type: "Special price".
    3. Specify Type: "Order".
    4. Set Usage limit per client: 1.
    5. In the Prices section, specify the required price. For example, 500 USD per year.
  2. Click Save and go to conditions → click Add. 
    1. Select the Condition "Number of services". For more information about conditions, see the article Promotion rules.
    2. Select Product types/tariffs: "Licenses". 
    3. Select Order periods: "Select all".
    4. Select Service statuses: "Active", "Processing".
    5. Set Comparison in one of the following ways:
      • "less than (<)" and Number: 1;
      • "equals (=)" and Number: 0.
  3. Click Save.

The promotion is automatically applied to clients who do not have an active service of type "Licenses".

Participation limit based on the number of active services

Scenario: a client can participate in the promotion only if they have no more than two active services of a specific type. For example, you want to reward clients who purchased no more than two "Dedicated server" services within a month and offer them a 10% discount on renewal. Additional services are not counted.

To set up a promotion using a scenario, go to Marketing → Promotions → select a promotion → Discounts button:

  1. Click Add. 
    1. Select Product types/tariffs: "Dedicated server". 
    2. Set Discount type: "Percentage discount".
    3. Specify the Discount amount. For example, 10%.
    4. Specify Type: "Renewal".
    5. Specify what the discount Used: "To the base cost of the tariff".
    6. Set Order periods: "All".
    7. Set Validity period: "The whole period".
    8. Set Usage limit per client: 1.
  2. Click Save and go to conditions → click Add. 
    1. Select the condition "Number of services". For more information about conditions, see the article Promotion rules.
    2. Select Product/Service: "Dedicated server". 
    3. Select Order periods: "Select all".
    4. Select Service statuses: "Active", "Ordered", "Suspended", "Processing".
    5. Set Comparison: "less than or equal to (<=)" and Number: 2.
  3. Click Save.

The promotion allows you to:

  • incentivize clients with lower infrastructure load;
  • avoid offering discounts to those already using significant resources.

Promotion for specific clients

Scenario: a discount must be granted only to selected clients. For example, configure a discount for specific clients when they purchase the "Virtual data-center" service with all add-ons.

Before configuring the promotion using this scenario:

  1. Create a client group to which the promotion will apply:
    1. Go to Clients → Client groups → click Add.
    2. Enter the Name of the client group. For example, "Promotion participants". For more information about group settings, see the article Client groups.
    3. Click Ok.
  2. Add clients to the group using one of the following methods:
    • Go to Clients → Client groups → click the Group members button. Select clients from the list and use the Enable and Disable buttons to set the desired status;
    • Go to Clients → Clients → select a client → click the Groups button. Select the group from the list and use the Enable and Disable buttons to set the desired status.

To set up a promotion using a scenario, go to Marketing → Promotions → select a promotion → Discounts button:

  1. Click Add. 
    1. Select Product types/tariffs: "Virtual data-center". 
    2. Set Discount type: "Percentage discount".
    3. Specify the Discount amount. For example, 15%.
    4. Specify Type: "Order and renewal".
    5. Specify what the discount Used: "To the total cost of the service".
    6. Set Order period: "All".
    7. Set Validity: "The whole period".
    8. Set Usage limit per client: 1.
  2. Click Save and go to conditions → click Add button. 
    1. Select the condition "Client groups". For more information about conditions, see the article Promotion rules.
    2. In the Client groups field, select "Promotion participants".
    3. Click Save.
  3. Create another condition:
    1. Select the condition "Purchase of service/product".
    2. Select Product types/tariffs: "Virtual data-center". 
    3. Select Period: "All".
    4. Click Save.
To create a discount for an individual client, go to Clients → Clients → select a client → Discounts button. For more details, see the article Personal discounts.

Temporary discount for the first several months

Scenario: all new clients receive a 10% discount for the first 10 months of using the service. For example, clients purchasing SSL certificates.

To set up a promotion using a scenario, go to Marketing → Promotions → select a promotion → Discounts button:

  1. Click Add. 
    1. Select Product types/tariffs: "SSL Certificate". 
    2. Set Discount type: "Percentage discount" and Discount: 10%.
    3. Specify Type: "Order".
    4. Select Order period: "Year".
    5. Select Validity period: "Several first months" and set Validity period, months: 10.
    6. Set Usage limit per client: 1.
  2. Click Save.

The promotion is automatically applied to clients who ordered the "SSL Certificate" service for one year.

Promo code with additional conditions

Scenario: a client activates a promo code but can only use the discount if additional conditions are met. For example, for 50 clients who made their first purchase in the "VPS" category.

To set up a promotion using a scenario, go to Marketing → Promotions → select a promotion → Promo codes/certificates button:

  1. Click Add.

    1. Specify the Promo code template: "VPS???". The "?" characters will be replaced with random values.
    2. Set Number of promo codes: 50.
    3. Set Usage limit: 1.
    4. Set Usage limit per client: 1.
    5. Select Period when the promo code can be activated: During promotion.
    6. Select Promo code discount period : Service order period.
    7. Click Ok.

    For more information about promo code settings, see the article Promotion rules.

  2. Go to Marketing → Promotions → click the Conditions button → click Add button.
    1. Select the condition "Promo code".
    2. Select Group of conditions: "Add a new group of conditions". Group name: "VPS buyers".
    3. Click Save.
  3. Create another condition:
    1. Select Condition: "Date of order/activation of the first service".
    2. Set the From date and Till date values. For example, 01.01.2026 and 01.02.2026
    3. Select Group of conditions: "VPS buyers".
    4. Click Save.
  4. Create another condition:
    1. Select Condition: "Number of services".
    1. Select Product/Service: "VPS". 
    2. Select Period: "All".
    3. Select Service statuses: "Active", "Processing".
    4. Set Comparison in one of the following ways:
      • "less than (<)" and Number: 1;
      • "equals (=)" and Number: 0.
    5. Select Condition group: "VPS buyers".
    6. Click Save.

The promotion is automatically applied to clients who made their first service purchase within the specified time period.

Setting up a marketing email notification about a promotion

Scenario: you need to notify clients about a new promotion via email once. For example, send a scheduled notification to clients who do not have an active "Licenses" service. To do this:

  1. Configure a message template.
  2. Create a segment.
  3. Create a mailing campaign for the segment.

To define a template, go to Settings → Message templates → select the template type → click the Templates button. For more details, see the article Message templates.

To create and configure a segment:

  1. In the main menu, go to Marketing → Client segments → click Add button.
  2. Specify the Name. For example, "Customers without active Licenses".
  3. Select the Provider.
  4. Click Ok.
  5. Click Conditions → click  Add button.
  6. Select Condition type: "Number of services". For more information about condition types, see the article Client segments.
  7. Click Next.
  8. Specify the Tariff plan: "Licenses".
  9. Set Comparison: "equals (=)" and Number: 0.
  10. Click Finish.

To create a mailing campaign:

  1. In the main menu, go to Marketing → Mas mailing → click Add button.
    1. Select Notification type: "Email message".
    2. Select the Client segment: "Customers without active Licenses".
    3. Click the Next button.
  2. Configure the Message:
    1. Enter the Internal name of the mailing: "New promotion".
    2. Select the previously created Notification template.
    3. Specify the User language: "English".
    4. Enter the Return address, where client replies will be sent. For example, example@example.com.
    5. Leave the Repeat delivery field empty.
    6. Set the Mailing start date and Mailing start time in the server time zone.
    7. Enable the Activate option to make the mailing active. Active mailings are sent automatically at 03:00 server time. Inactive mailings can only be sent manually.
    8. Enter the message Heading.
    9. Enter the Summary text.
    10. Enter the Notification text that will be sent to clients.
    11. To send a test email with the mailing message, enable the Check option and specify the Test email. Then click the Check button.
    12. Click Save.

For more information about mailings, see the article Mass mailing.

The article was last updated on 12.08.2025. The article was prepared by technical writers of ISPsystem