Users must have the Full Write Promotions permissions to perform this action.
Promotion Tool
Use the promotion tool to move members from their old group to their new group. Add groups and indicate who should move between them.
Add Promotion Plan
The promotion tool is found under Automation > Promotion Plans in the left-hand navigation menu. To create a new promotion plan, select Add New.
Add Steps to Promotion Plan
After creating the promotion plan, click on the + Add Step button to indicate which groups to promote.
The Edit Promotion Plan Step pop up will appear. Select the "From" and "To" Groups. Then, be sure mark which members need to be promoted then Save. You can add multiple promotions within one plan by adding additional steps. The system default is to Promote all members.
If you select Promote specific members or Promote all except specific members, you will then use the Edit button to choose the members within the group you want the changes to apply to.
Edit Promotion Step
Click on an arrow between the groups to edit the step you added.
To delete a step or steps, click the checkbox at the front of the row you want to delete, and then select the Bulk Actions button and Delete.
Execute Promotion Plan and other Actions
Once you finished with the plan, you can wait for the right day to Execute the plan or click Execute to immediately perform the promotions. After the plan is executed, you can click View Results PDF or Actions > Copy plan/Delete.
