6 views Updated 11 days ago

Configure Promotions

Learn how to configure Promotions in Topo, including code/manual/automatic modes.

When to use this

Use this article when you need to configure Promotions in Topo. The main staff surface is Staff > Marketing > Promotions. It is written for Owners, Managers, Marketing.

What this covers

  • Code/manual/automatic modes

  • Discount and duration

  • Eligible products, plans, or audiences

  • Usage limits

  • Active windows

Before you start

  • Use a staff role that can manage promotions.

  • Decide whether the promotion is code-based, manual, or automatic.

  • Create products, plans, and tax setup before targeting specific sellable items.

  • Review dates, usage caps, combinability, duration, and item eligibility before sharing a code.

  • Test the promotion in POS or checkout before using it with customers.

Steps

  1. Open Promotions.

  2. Create a promotion with name, description, code/manual/automatic mode, discount type, and value.

  3. Choose duration, start/end dates, usage caps, and combinability.

  4. Choose whether it applies to all items or specific products/plans.

  5. Review the live summary and warnings.

  6. Save and test in POS or checkout before sharing the code.

What happens after saving or completing this

  • Topo saves the record in your gym account and updates the related staff screens.

  • Member-facing visibility, checkout behavior, access, email delivery, inventory, or reports may change depending on the workflow.

  • Review the affected profile, checkout, signup page, report, or audience before considering the task complete.

Common issues and fixes

  • Bulk send is disabled: verify sender-domain setup and confirm the environment allows real marketing sends.

  • Recipients are skipped: check subscription status, category preferences, selected lists, selected segments, and whether the audience has subscribed recipients.

  • AI or automation content looks wrong: update the source Help Docs, templates, or sequence steps, then review the draft before sending.

  • A code can fail because it is unknown, expired, not applicable to the cart, not combinable, or over its usage cap.

  • Promotion saved but Stripe sync failed means it may not appear in Stripe Checkout until sync succeeds.

Related articles

  • Marketing Contacts Overview

  • Build a Segment

  • Configure Email Delivery

Sign in

Enter your email and we'll send you a one-time sign-in link.

New to Topo Demo? Create an account