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  1. Click Admin in the left navigation menu. The Administration screen opens.
  2. Click Ratecard configuration. The Rate cards screen opens. For a description of the different table columns, refer to Table columns - Rate cards

    The Rate cards screen lets you duplicate, activate, deactivate, or download a rate card:
    • To duplicate a rate card, select the rate card and click the Duplicate button.
    • To activate an inactive rate card, select the rate card, and click the Activate button. 
    • To deactivate an active rate card, select the rate card and click the Deactivate button. 
    • To download a rate card as a spreadsheet, select the rate card and click the Download as XLS button.
  3. To create a new rate card, click the Add rate card button. This opens the Header tab of the new rate card, where you define the details of the new rate card.
    Header tab of a rate card - click for a larger view 

  4. Enter a name in the Name field. The name of the rate card often refers to the validity period of the rate card. For example, the name 2016 Q2 refers to the second quarter of 2016. 

  5. In the Valid from field, use the calendar to select the date the validity period of the rate card starts.

  6. In the Valid till field, use the calendar to select the date the validity period of the rate card ends.

  7. Select true or false from the Active drop-down menu to determine the status of the rate card. You can only add active rate cards to a campaign. 

  8. Click the Save button to save your new rate card.

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After saving the rate card, the Rates tab becomes available. The Rates tab shows a table containing all rates belonging to the rate card. For a description of the different table columns, refer to Table columns - Rate cards

Rates table - click for a larger view

The Rates tab enables you to search for specific rates, remove rates, and filter the list by category.

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For a description of the different table columns, refer to Table columns - Rate cards

To add a commercial product to a rate:

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