Creating promotions
Promotions are discounts or special offerings that are applied based on what products the customer has in their basket and. If the right conditions are met, one or more effects will be applied. It is important to note that promotions should not be confused with campaigns, which are temporary price reductions for a set of products. There are a number of promotion requirements and effects that can be set up, as described below.
The Basics
All promotions have a some basic settings:
| SETTING | DESCRIPTION |
|---|---|
| Code | Marks Orders and Order Lines with the promotion code to add traceability. |
| Start | Date and time of when the promotion becomes active. |
| End | Date and time of when the promotion becomes inactive. |
| Allowed usage | Number of times the promotion can be used globally. If nothing is provided, it can be used an unlimited number of times. |
| Usage per email | Number of times the promotion can be used per email. If nothing is provided, it can be used an unlimited number of times. |
| Stackable | Affected quantities will be multiplied with how many times requirements has been fulfilled. If you have a “Buy 3 for 2” offer, stackable means that you will be able to buy 6 for 4 and 9 for 6. |
Adding the Requirements
Once you've defined the basic settings, you can set up the requirements that specify what products or conditions are necessary for the promotion to be applied. The following requirements can be configured:
| REQUIREMENT | DESCRIPTION |
|---|---|
| Basket Total | The total amount of the basket has to be above, below or between a specific amount. |
| Product Manufacturer | The basket total for a specific Manufacturer must be above/below/between a specific amount, or a minimum number of products must be included. |
| Product Category | The basket total for a specific Category must be above/below/between a specific amount, or a minimum number of products must be included. |
| Product Flag | Products marked with a specific Flag must be above/below/between a specific amount, or a minimum number of products must be included. |
| Product Price List | Products represented in a defined Price List must be above/below/between a specific amount, or a minimum number of products must be included. |
| Product Type | Products marked as a specific Type must be above/below/between a specific amount, or a minimum number of products must be included. |
| Discount Code | A specific Discount Code must be provided at checkout. |
| Unique Discount Code | Generate or import a list of Unique Codes that must be provided at checkout. |
| Customer/Company flag | A Customer or Company Flag must be associated with the logged-in customer. |
Set the Effects
Promotion effects controls what should happen if the promotions requirements are fulfilled:
| EFFECT | DESCRIPTION |
|---|---|
| Discount basket | Discount all or only discountable products within a basket, with either a percentage or a specified amount. |
| Product manufacturer | Discount all or only discountable products from a specified Manufacturer in a basket, with either a percentage or a specified amount. It’s also possible to adjust the price from a Cost Plus perspective. |
| Product category | Discount all or only discountable products within a specified Category in a basket, with either a percentage or a specified amount. It’s also possible to adjust the price from a Cost Plus perspective. |
| Product flag | Discount all or only discountable products within a specific Flag in a basket, with either a percentage or a specified amount. It’s also possible to adjust the price from a Cost Plus perspective. |
| Product price list | Discount all or only discountable products that exist on a specific price list within a basket, with either a percentage or a specified amount. It’s also possible to adjust the price from a Cost Plus perspective. |
| Product type | Discount all or only discountable products of a specific Type within a basket, with either a percentage or a specified amount. It’s also possible to adjust the price from a Cost Plus perspective. |
| Discount freight | Discount products of type Freight with a percentage. |
| Add product | Add one or more products with a set price to the basket. |
| Select product | Discount one or more specific products within a basket, with either a percentage or a specified amount. |