> For the complete documentation index, see [llms.txt](https://docs.yoplanning.support/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-parametrage/tarifs-gestion-et-parametrage/module-marketing-dans-yoplanning.md).

# Marketing Module in Yoplanning

### Introduction

Yoplanning's Marketing module allows you to adjust session prices based on several dynamic criteria (yield management). It offers the ability to display crossed-out prices, adjust prices based on occupancy rate, purchase period, and other advanced marketing parameters.

This module allows you to optimize price management and improve the activity fill rate, while maximizing the average basket.

### See also

* [Advanced features, allocation management.](/en/yoplanning-academy/yoplanning-parametrage/tarifs-gestion-et-parametrage/module-marketing-dans-yoplanning/gestion-des-allotements-module-marketing.md)
* [Additional purchase suggestion, shopping cart rule](/en/yoplanning-academy/yoplanning-parametrage/tarifs-gestion-et-parametrage/module-marketing-dans-yoplanning/creer-une-regle-de-panier.md)

### Access to the Marketing Module

1. Log in to Yoplanning.pro.
2. Go to the **Configuration** section.
3. Look for the **Marketing Rules** option.
4. If the module is not activated on your account, contact support for activation.

### Creating a Marketing Rule

1. **Added a new rule**
   * Click **Add Rule**.
   * Give it a name (e.g. "Spring Promo").
2. **Definition of validity period**
   * Select a **start date** and an **end date** during which the rule applies.
   * Please note: The rule will only apply to orders placed within this period.
3. **Configuring the price variation**
   * Determine whether the change is a fixed amount (€) or a percentage (%).
   * Specify whether the adjustment is a reduction or an increase.
   * Example: **-10%** on morning sessions.
4. **Choice of application criteria**
   * Apply the rule to one or more **session tags**.
   * Apply to a specific product or **product tag**.
   * It is possible to combine criteria (e.g.: **tag + product**).
5. **Filling Rate Conditions** *(optional)*
   * Set a fill range to apply the rule.
   * Example: "If the fill is between **30% and 50%**, then apply **-5%**."
   * Multiple rules can be created for different fill levels.
6. **Validation and activation**
   * Save the rule.
   * It automatically applies to orders placed within the defined period.

### Display on the Booking Module

* If a discount is applied, **the crossed-out price** is displayed.
* If a price increases from the base price, it will not be reported.
* Automatic integration into booking modules and the website.

### Use Cases and Examples

#### **1. Low season management**

* Rule: "10% drop for sessions in March and April."
* Application: All sessions with the **low season tag**.

#### **2. Dynamic pricing on filling**

* Rule: "Minus 5% if the occupancy rate is between 30% and 50%."
* Rule: "Minus 10% if the occupancy rate is less than 30%."
* Application: All collective products.

#### **3. Last Minute**

* Rule: "15% off tomorrow's remaining seats."
* Application: **Last minute** tag applied by hand on certain sessions.

### Tips and Best Practices

* **Use tags** to group sessions and simplify policy enforcement.
* **Do not multiply unnecessary rules**: A good strategy is based on a few well-targeted rules.
* **Test and adjust**: Analyze the impact of the rules on your sales and modify them if necessary.
* **Anticipate going online**: The rules apply to orders placed within the defined period, remember to prepare your offers in advance.

### Common Problems and Solutions

| Issue                           | Solution                                                                               |
| ------------------------------- | -------------------------------------------------------------------------------------- |
| The rule does not apply         | Check that the validity period is correct and that the criteria are correctly defined. |
| One rule conflicts with another | The application takes the **most advantageous** rule for the customer.                 |
| Unable to edit an active rule   | Delete the rule and create a new one.                                                  |

### Conclusion

Yoplanning's Marketing module is a powerful sales optimization tool. It allows you to dynamically adjust prices, attract new customers, and increase activity occupancy. By using tags and rules strategically, you can maximize your revenue while maintaining complete control over your pricing policy.


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