Created by Ezra Weinstein, Modified on Tue, 13 Sep 2022 at 12:10 PM by Hannah Harris
To Add a Promotion
First, add a new promotion by going to Products --> Promotions --> Promotions.
Additionally, you can press Shift quickly 2 times to bring up the quick search and simply type in "Promotions." Simply select "Promotions" from the dropdown options.
Second, click the blue " + ADD" button in the top right corner
Setting up the Promotion
Start with the Details Tab
What day is the promotion starting?
What day is the promotion ending?
Publish Start/End Date
Used to promote the promotion before it is valid
Last Ship Date
Last date a physical product can be shipped
Minimum $ needed in cart for this promotion to apply
"Spend $200 or more and get 15% off)
Requires User Checkbox
Requires login in order for the promotion to be used
Promotion is only valid for THIS user
Click the magnifying glass to bring up the contact picker
Use the contact picker to find who you would like this promotion to be valid for.
Could potentially be used to give automatic discounts on certain items or events to a contest winner perhaps.
Literally the maximum amount of times this promotion can be used
"First 50 people to purchase this product get x discount"
Maximum per Email
Essentially the same as saying max usages per user. Each user has an email.
Each user email and corresponding account can only use this promotion 1 time.
Determines the order they appear in a drop down.
This promotion will apply automatically given certain criteria
If you create a promotion that is applicable only to certain products and check "Apply Automatically", if a customer has a cart that doesn't meet the requirements and enters ANYTHING that is not a valid promotion in the promotion code box (e.g. ASDF, 123, etc.), they will get the message "Minimum product quantities are not met"...
"Apply Automatically" promotions should normally only be used with promotions that can apply to almost any order.
Internal Use Only
Can only be applied by staff
Makes the promotion inactive
This is useful if you would like to use the promotion again in the future.
Link to a page that talks about the promotion. This could also be used for externally hosted pages.
There is not currently anything programmed to retrieve this link, but it would be simple to build a page to list current promotions.
You could have a banner with images created for the promotion
This is a legacy feature and is not currently in use.
This is used if there's files you want somebody to be able to download that is related to the promotion
Perhaps a printout to bring in store
This is a legacy feature and is not currently in use
Created in Products - > Promotions -> Promotion Groups
Used for grouping different types of promotions together
Could potentially use this for reporting purposes
Valid Contact Types
Promotion is only valid for these contact types. Valid for all if none are selected.
Contact Types can be created under Contacts -> Settings -> Types
Valid User Types
Promotion is only valid for these user types. Valid for all if none are selected.
User Types can be created under Contacts -> Users -> Types
Each user can only have 1 user-type.
Promotion is only valid for these countries. Valid for all if none are selected.
Items specified in requirements MUST be in the order for this promotion to be used.
For example, let's say you need to have both a particular scope and hunting rifle in the order for this promotion to be able to be used. If you only have 1 or the other, the promotion will not apply.
There is a lot of flexibility here.
Exclusions (From Requirements) Tab
The first exclusions tab (when looking from left to right) are specifically exclusions from the requirements tab.
If you set a requirement for the promotion based on a broader department or category but want to exclude particular categories or items, you can do that here.
For example, offering a % discount on orders for memberships but you don't want to include your 2 cheapest memberships.
This is probably the most important tab as this is where you define exactly what the reward discount will be, either by percentage or amount.
If you set the amount or discount at the very top of the page in the fields labeled "Order Discount Amount" and "Order Discount Percent," the discount will apply to the entire order and not necessarily any of the particular items in the cart. Therefore, the discount will not reflect until the finalization screen.
If you would like to specify discounts by particular products, items in a department, category group, category, product manufacturer, product type, product tags, promotion set discounts, or discounts on particular shipping methods, you can select the corresponding primary field, maximum quantity or amount (where applicable), discount %, or discount amount.
Apply to requirements. The reward is applied to the products that are in the requirements.
If you don't check the requirements button ("Req?") you have to have 2 of the item to get the discount.
Say the requirement is for product "X" minimum quantity 1, and the reward is a 10% discount on product "X". If you don't click apply to requirements, you only get the discount on the 2nd one.
The discount that is activated in the reward can apply BACK to the products that were in the requirements.
That product will automatically be added to the shopping cart if it isn't already in there.
If the reward was buy 3 boxes of ammo, get this ammo loader for free and you click this box, that ammo loader will get added to the shopping cart automatically. (3 boxes of ammo have to be in the requirements tab).
The requirement tab says this is what has to be in the cart for that promotion to be valid. (if not, they will get an error along the lines of "invalid promotion".
Examples of "Add?" and "Req?"
1. Buy 3 boxes of ammo, get a 4th box free. (this one does NOT apply to requirements, because the requirement is that you have to buy 3 at regular price before the 4th one will be discounted.
2. Buy 3 boxes of ammo, get a 10% discount. (This one DOES apply to requirements - 10% discount applies to the 3 boxes).
3. Buy this handgun, get a box of ammo for 50% off. (This one does NOT apply to requirements).
Exclusions (Rewards) Tab
If you set a reward for the promotion based on a broader department or category but want to exclude particular categories or items, you can do that here.
1) Buy any product from the firearms department that's $500 or more (normal price) and in exclusions, you can exclude sellout or clearance items.
2) You buy 1 box of ammo but you might exclude gold plated ammo
If you are making a promotion for the first time, you need to test it.
A good way to do this is to make it only valid for you. To reiterate, you can do this on the details tab and use the contact picker to select your own contact. See details tab for more information.
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