# Your first promotion

> Follow the Promotions page setup guide to pick a promotion in the gallery, make it live, and add its widget to your theme.

Source: https://backtrackhq.com/docs/get-started/first-promotion/

Your first promotion takes three steps: turn on the app embed, create
the promotion, and check it on your store. The **Create your first
promotion** guide at the top of the **Promotions** page walks you
through each one.

## Before you start

- Install AndOr and turn on the app embed. See
  [Install and turn on the app embed](https://backtrackhq.com/docs/get-started/install/).
- On **Home**, click **Create promotion** on the **Run a promotion**
  card. It opens **Promotions**.

## The setup guide

The guide at the top of **Promotions** is called **Create your first
promotion**: "Use this guide to put your first discount and its widgets
on your store." It shows "{completed} / {total} completed" and only the
current step is open.

| Step | What it says | Button |
| --- | --- | --- |
| 1. **Turn on the app embed** | "Opens your theme editor with the embed switched on. Click Save there, then come back." | **Turn on app embed** |
| 2. **Add a promotion to your store** | "Pick a widget. You get a discount, its storefront widgets and an upsell offer." | **Create promotion** |
| 3. **Check it on your store** | "Open your store and find the badge or widget. Then mark this step as done." | **Preview your store**, then **Mark as done** |

When all steps are done, it says **You're live**: "Your promotion and
its widgets are on your store." with **View your store**. Click
**Dismiss Guide** to hide it. To hide it earlier, use **Dismiss** in its
**...** menu. **Show setup guide** brings it back. **Watch the video
guide** opens a short video.

(Screenshot: The setup guide at the top of the Promotions page, here titled Show your discounts on your store because the store already has discounts)

> **Note:** If your store already has discounts, the guide is called
> **Show your discounts on your store**: "Use this guide to show the
> discounts you already have on your store." Step 2 is then **Turn on a
> discount in the table below**: "Turn on the Storefront widgets switch
> for a discount in the table below." See
> [Show discounts you already have](https://backtrackhq.com/docs/widgets/show-existing-discounts/).

With no promotions yet, the table under the guide says **Create your
first promotion**: "Pick a widget in the gallery. The discount, its
storefront widgets and an upsell offer are set up for you."

## Set it up in the app

1. **In the guide, click Create promotion.**

   This is step 2, **Add a promotion to your store**. It opens the
   promotion gallery. You can also click **Create promotion** at the top
   of the **Promotions** page.

   (Screenshot: Step 2 Add a promotion to your store with the Create promotion button)

2. **Pick a promotion and click Choose.**

   The gallery has two sections:

   - **Promotions with an upsell offer:** Volume discount, Bundle, Buy
     X get Y, Free gift, Order goal, Free shipping goal and Tiered
     rewards.
   - **Promotions with storefront widgets:** a discount with one
     widget and no upsell offer: Sale price, Savings badge, Countdown
     sale, Collection banner, Order goal bar and Volume price table.

   For a first try, **Volume discount** is a good start. Shoppers pick
   how many to buy and see the price at each step on the product page.
   See [Volume discount](https://backtrackhq.com/docs/promotions/volume-discount/). If you like, pick your
   **Brand color** at the top of the gallery first. It is saved for
   your store, and several widgets use it. A block color set in the theme
   editor wins over it.

   (Screenshot: Promotion cards in the Create promotion gallery)

3. **Set up the Discount section.**

   Give the promotion a **Name**. Shoppers see this name at checkout
   when the discount has no message. Then pick the products, the
   collection or the gift the promotion applies to. Each promotion type
   starts with sensible tiers or amounts that you can change.

   (Screenshot: The Discount section of a Volume discount promotion with the Live preview)

4. **Check the Storefront widgets and Upsell offer sections.**

   **Show storefront widgets** is on by default. **Add an upsell
   offer** is on by default for promotions that have one. Change the
   upsell **Message** and **Where it shows** if you like. The **Live
   preview** on the right shows what shoppers see.

   (Screenshot: The Storefront widgets and Upsell offer sections of a promotion with the Live preview)

5. **Set the dates under Schedule and status, then click Make it live.**

   The promotion starts on the start date. Turn on **Set end date** to
   end it on a date. **Make it live** creates the discount, its widgets
   and its upsell offer. To save without turning it on, click **Save as
   draft** instead.

   (Screenshot: The Schedule and status section with the Make it live button)

## Add the widget to your theme

After you click **Make it live**, the **What's next** panel shows on
the promotion page. It does not show after **Save as draft**. No
panel? Open **Promotions**. In the row's **Storefront widgets** column,
click **Add block**.

1. **Under Add the widget to your theme, click Open theme editor.**

   The theme editor opens in a new tab, on the right page, with the
   block to add.

   (Screenshot: The What's next panel after making a promotion live, with the widget already added to the theme)

2. **Drag the block under your price and click Save.**

   A new block lands at the bottom of the section. Drag it where you
   want it, for example under the product price. Then click **Save** in
   the theme editor.

   (Screenshot: An AndOr block in the theme editor's product page section)

3. **For Buy X get Y and Free gift, also add the block to the cart
   page.**

   The panel shows **Add to cart page** for these. Shoppers claim the
   reward there. If the block is already on your cart page, the step
   shows an **Added** badge instead.

   (Screenshot: The What's next panel with the Add to cart page button)

## Check it on your store

1. **Click View on store under See it on your store.**

   It opens your store, or a product or collection from this discount
   if you picked one. A free gift opens your store, and tiered rewards
   open your cart. Find the widget on the page.

   (Screenshot: A product page with Buy more, save more volume tiers and the line Add 3 more and save 10%)

2. **In the guide, mark the last step as done.**

   Step 3 of the **Promotions** page guide is **Check it on your
   store**. Click **Preview your store** to open your store, then
   **Mark as done**. The guide then says **You're live**.

   (Screenshot: The Check it on your store step with Preview your store and Mark as done)

## What's next

The **What's next** panel has two more steps:

- **Try it at checkout:** click **Open store**, add items that
  qualify, then check out. If you picked specific variants, the button
  is **Open cart** and opens a cart with one of them.
- **Watch the results:** links to **Promotions** and **Analytics**, to
  see views and adds.