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How to create, edit, and schedule multiple deals at the same time
How to create, edit, and schedule multiple deals at the same time
Omeed Navabi avatar
Written by Omeed Navabi
Updated over a year ago

Getting started

To begin, start with these steps:

  1. Log in to access your WM Admin account.

  2. Click your avatar, then click Manage my business from the dropdown.

  3. From the WM Admin navigation panel, click PROMOTIONS.

  4. Click DEALS from the PROMOTIONS dropdown.

Creating deals in bulk

Let's walk through the steps below to bulk-create your deals.

  1. Click Choose listings and select your Deals’ specific location(s).

2. Click Create deals to navigate to the Bulk Create Deals page.

4. Fill in the Deal Title and Description.

5. Upload an image either by clicking Upload new image or Select existing image.

6. Choose an In-store deal or Online deal to assign the deal type.

7. Select a Discount type.

8. Choose the product(s) the deal will apply to.

9. Select the checkbox if the deal will be for first-time customers.

10. Click Create deals to save the deal across the desired listings.

NOTE: A toast notification will appear to confirm the deal(s) are created for the selected lists.

Editing deals in bulk

Let's walk through the steps below to bulk edit your deals.

  1. Click Choose listings to see the Add locations modal.

  2. Select the specific listing location(s).

3. Search the deals you want to edit in the search bar.

4. There are two ways to edit your deals in bulk:

  1. Select each deal individually by clicking the radio dial in the Edit column.

  2. Click Select All to select all the deals specified by your search.

5. After selecting your deals, click Edit deals.

NOTE: The deal summary card on the Bulk Edit page provides a real-time view of all fields and inputs.

6. Update the relevant sections of the deal(s):

  • Deal title

  • Description

  • Discount type

  • Promotion value

  • Applicable products

  • First-time customer only

7. Click Save.

NOTE: A toast notification will appear to confirm your deals' content is edited and saved.

Scheduling deals in bulk

  1. From the Promotions dropdown, click Deals Schedule.


5. The Deals Schedule Manager appears as a calendar modal with the current week spanning the page:

  • Unscheduled deals appear on the left of the calendar.

  • You can search deals by the title in the search bar and drag and drop those deals into the calendar view.

  • As long as the deal can be assigned to more than one listing, you can drag the deal into multiple slots:

    • If a deal can only be set for one listing, click edit to allow more listings.

Editing scheduled deals in bulk

  1. The Deals Schedule Manager appears as a calendar modal with the current week spanning the page.


2. Click the kebob menu on the deal, and then click Edit group of scheduled deals:

  • A modal will appear, allowing you to change the dates associated with this group.



Tips for scheduling deals

  1. Make sure you’ve created a deal applicable across all your listings for bulk scheduling. Then bulk-schedule the deal across those listings.

  2. Deals that don’t apply to all visible listings on the calendar will be blocked from scheduling.

  3. If you need to get back to the old Deals scheduler for any reason:

    1. Click Promotions.

    2. Click Deals Regions.

    3. Click the listing title (in green) to see the old view.

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