Promo Module Dataset
5 min
the dataset for the promo planner module is an extension of the regular pricing module dataset, with the following elements promotion types promotion history each table indicates the column name in the file, the data type, and a description primary keys are highlighted in bold promotion types this is a mandatory table, which identifies the types of promotions the types are meant to be high level classes of campaigns , that define whether the promotions under given type should be taken into account for regular pricing and differentiating targeted promotions from standard ones further details of the promotions are captured with the parameters of mechanic (simple discount / multibuy / bundle / ), and marketing attributes (secondary placement in store / front page leaflet / ) column definition example promo type id promotion type identifier, typically corresponding with different promotional strategies and internal processes for example (1 = standard leaflet, 2 = seasonal specials, 3 = targeted offers) 1 name plain text name of the promotion type “standard leaflet” regular pricing factor true / false if promotions under this type should affect regular pricing, for example, preventing regular price change during a set period before a promotion true individually targeted true = targeted promotions that only selected customers could apply to, not visible in the stores false = general promotions either applicable for all, or a broad segment of customers (e g loyalty card holders), typically visible in the stores false promotion history actual promotions that were applied (in the erp/pos) ideally containing 1 year of history and also including currently running promotions column data type description promotion id string identifier of promotion offer (typically the same id for multiple products promoted together, e g flavors, or all items of a brand in case of an offer like "20% off this brand") relates to the historical sales zone id string pricing zone where the promotion is valid use the value 1 if the promotion is valid for all zones product id string product identifier relates to the products table valid from date first day of the promotion valid to date last day of the promotion promo type id string identifier of a promotion type relates to the definition in promotion types table promo mechanic type integer classification of the promo mechanic into predefined types definition with examples further below promo mechanic value decimal further specification for the mechanic, for example "3" for a multibuy discount that applies when buying 3 units promo price decimal promotional price incl vat, see the definition for different special mechanics like x for y optional columns column data type description campaign id string identifier of a group of promotions, typically a single leaflet / particular campaign will be available as a filtering option in promo analytics campaign name string plain text name of the campaign, e g "leaflet week 33, 2025" promotion name string plain text name of the promotion, e g “20% off coke for loyalty card holders” regular price decimal crossed price or otherwise valid price in case the promo was not applied if not provided, a regular price from sales before the promo is used for evaluation purposes regular cost decimal cost without any deduction from the supplier cost from sales before the promotion is used for evaluation if not provided promo cost decimal cost applicable for the promo period cost from sales transactions is used for evaluation if not provided promo supplier rebate percentage decimal % discount on the cost from the supplier; should not be filled if accounted for in promo cost promo supplier funding decimal one time contribution/fee paid by the supplier promo attributes string text containing pipe delimited attributes that specify marketing or other activities that have an effect on the promo performance e g “entrance sign|secondary placement” historical attributes can significantly improve forecasting accuracy for planned promotions segment ids string customer segment eligibility, e g only applicable for loyalty card holders, corresponding to defined segments pipe delimited if promo applied to multiple segments null if promo applied to all regardless of segments promotion mechanics definition a mapping of the existing promotional approaches to this structure must be performed as a part of the data discovery sessions together with the solution architect please note that this data should only contain promotions defined for a specific set of items basket level promotions, customer segment discounts, employee discounts and similar should not be included, since they do not affect the customer behavior when choosing a particular item they should be only accounted for in sales transactions as a lower price compared to shelf price this data should predominantly contain promotions that were visible in the stores targeted promotions such as coupon campaigns shall be included but must be marked with a specific promo type id that has a corresponding flag marking it was a targeted campaign in the promo types definition mechanic type name description mechanic value promo price 1 standard discount simple discount without a condition on the units bought null the discounted price 2 cashback promotion of items in the form of a coupon for future purchases or redeemable loyalty points null the effective discounted price (full price cashback) 10 buy x get 1 free conditional promotion when customer buys x+1 units, they pay only for x x (1 for 1+1 2 for 2+1 etc ) the effective discounted price (1+1 = 50% off) 11 buy x get 1 discounted conditional promotion when customer buys x units, they get one discounted x (2 in case of a discount like "buy 2 get 1 at 50% off") the discounted price 20 multibuy tiers conditional promotion when customer buys x or more units, they get a lower price when applied over a group of products with allowed combinations, then all should appear under the same promotion id (multiple rows) 3 when discount applicable when 3 or more units bought in case of multiple discounted tiers, multiple rows should appear under the same promotion id the discounted price 21 multibuy x for y conditional promotion when customer buys x units also covers the "mix and match", in which case all products should appear under the same promotion id (multiple rows) x (3 in case of a discount like "3 for 10") the effective discounted price of each item 30 bundle conditional promotion when customer buys specifically given combination of products this should always have at least 2 rows under the same promotion id null the effective discounted price of each item (when bought as a bundle) 40 spend threshold conditional promotion when customer buys any products for more than set threshold this should always have at least 2 rows under the same promotion id typically used for multiple products of the same brand the threshold (e g 30 = spend at least 30 on selected items to apply discount) the effective discounted price of each item 99 other a promotion that does not fit any of the above null the discounted price of each item