Managing Campaigns

Campaigns give businesses the ability to author and deliver targeted offers and related pricing incentives applied to products and services sold through its storefront as well as other channels such as customer service representatives (CSRs). 

Promotion provides a flexible rules-based approach to manage the promotion workflow. Businesses can define rule patterns based on a range of expressions consisting of various logical operators and data models that represent product information, user data, shipment type, location, payment, or any custom-defined fields. These models can also be extended to meet business needs that may not be supported out of the box.

 The following are the key functions in campaigns and promotions:

• Allows business users to easily create and manage complex promotions using dynamic, flexible rules, without needing IT expertise
• Date based promotions
• Prioritize promotions based on various business needs.
• Set up user-created formulas to calculate promotion offers
• Locale support
• Segmented promotions (user groups, zip codes)
• Support for using the same set of promocodes across different promotions.
• Configure custom conditions that are specific to retailer’s business
• Promotions based on item/cart level and BOGO promotions
• Support for percentage, fixed, amount, and formula-based offers.
• Promotions based on shipping at item/cart level
• Configure multiple filter elements within one single promotion.
• Configure a minimum and maximum value condition for a percentage offer

All Campaigns Page

In the All Campaigns page, you can search, view, add, edit, and delete campaigns. You can perform the following tasks related to campaigns:

• search for campaigns
•  view campaigns
•  add a campaign
•  edit a campaign
•  delete a campaign
• add promotion to a campaign  
• delete promotion under a campaign
• manage discounts in a promotion
• select filter elements for discount

 The following screen displays the All Campaigns page:

Search for Campaign

You can search for a campaign based on search criteria in the All Campaigns page.

To search for a campaign,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Campaigns in the left navigation panel. The All Campaigns page is displayed.
   
3. In the Search text box, enter the search criteria.
4.  Click the Search icon. The search result displays the campaigns matching the search criteria.
   

View Campaigns

The list of campaigns is displayed in the All Campaigns page.

To view campaigns,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Campaigns in the left navigation menu. The All Campaigns page displays the list of campaigns.
   
3. Search for specific campaign in the Search text box. For more information, refer to search for campaign.
    
4. Click on More Details to view the details. The Campaign Information page displays the details.
   

Add a Campaign

You can add a campaign in the All Campaigns page.

To add a campaign,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Campaigns in the left navigation panel. The All Campaigns page is displayed.
    

3. Click ADD CAMPAIGN.
   The Create Campaign overlay is displayed.
   

4. Enter the field details.
   The following table provides the field details for adding a campaign:

   Field	Description
   Campaign Name	Enter the name of the campaign.
   Priority	Select the priority number between 1 and 25 where 25 is the highest and 1 is the lowest in the priority order. The promotion engine reads the active campaigns and active promotions in it as per the priority order. As a good practice, it is expected that each campaign shall have a distinct priority, however, in case there happen to be more than one promotions for the same item with the same priority, then the promotions are processed in the following manner: The promotion which ends first will take precedence. If the end date is the same, then the promotion which starts first will take precedence. If both the start and end dates are the same, then the rule engine will pick a random promotion. Note:  Against the offer level, the sequence would be product price, BOGO, and Cart Price.
   Description	Enter the description for the campaign.
   Start Date	Select the start date for the campaign. This field is optional. The promotion offer will be applicable only on the selected date and time, otherwise, the promotion expires. You will be able to select the date for a promotion that falls within the campaign duration. Note: The promotion created within the campaign is bound to be within these start and end dates. If you DO NOT select the date and time, then the campaign start date is the current date.
   End Date	Select the end date for the campaign. This field is optional. If you DO NOT select the date and time, then the campaign end date is indefinite.
   Status	Toggle the status of the campaign. By default, the status is active. Inactive – to deactivate the campaign. Later, you can change the status to ‘Active’ if required. Active – to activate the campaign. The promotion engine checks only active campaigns and promotions. This field is mandatory. Note: Only campaigns that are INACTIVE can be deleted.

   Note: To reset the field details, click CLEAR.

5. Click CREATE. The campaign is added to the list.

Edit a Campaign

You can edit a campaign using the Edit icon in the Campaign Information page.

To edit a campaign,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Campaigns in the left navigation panel. The All Campaigns page is displayed.
    
3.   In the All Campaigns page, search for the campaign to edit the details.
4.  Click on More details against a campaign.
   The Campaign Information page is displayed.
   
5. Click the Edit icon to edit the details.
   
   The Edit Campaign pop-up is displayed.
   
6. Edit the Campaign details
   The following table provides the field details for editing a campaign:
   

   Field	Description
   Campaign Name	Edit the campaign name.
   Priority	Modify the priority of the campaign.
   Description	Edit the description for the campaign.
   Start Date	Edit the start date for the campaign.
   End Date	Edit the end date for the campaign.
   Status	Toggle the status to activate or deactivate the campaign to make it active or inactive.

7. Click SAVE.
   The changes to the campaign are saved.
   Note: To discard the changes, click CLEAR.

Delete a Campaign

You can delete a campaign using the  Delete icon.

To delete a campaign,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Campaigns in the left navigation panel. The All Campaigns page is displayed.
   .
3. In the All Campaigns page, search for campaign to delete.
   
4.  Click on More details against a campaign.
   The Campaign Information page is displayed.
   
5. Click the  Delete icon at the top-right corner. A Confirmation pop-up is displayed.
   
6. Click DELETE.
   The campaign is deleted.

Setting up Promotions in a Campaign

In the Campaign Information page, you can:

• view the list of promotions under the campaign
• backdate a particular campaign’s start and end dates when it is not yet started
• create a promotion when a campaign has been started and in-progress
• search for promotion by priority, status, date, or stop further processing
• view the summary of an existing promotion or edit an existing promotion
• delete a promotion

Search for Promotion

You can use search text box and presets to filter promotions in the Campaign Information page.

• For more information on preset filter, view, and sort, refer to Working with Presets.
• For more information on search, refer to Working with Search.

Add a Promotion to a Campaign

You can add promotion to a campaign in the Campaign Information page. The list of promotions under a campaign is displayed in the All Promotions section.
Note: A campaign without a date can have promotions.

To add promotion to a campaign,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Campaigns in the left navigation menu.
   The All Campaigns page displays the list of campaigns.
   
3.  In the All Campaigns page, click on More details against the campaign you want to add promotion.
   Note: You can search for the campaign to add a promotion. For information, refer to Search for Campaign.
   The Campaign Information page is displayed.
4. Click ADD PROMOTION. The Add Promotion pop-up is displayed.
   
5. Enter the field details.
   The following table provides the field description for adding a promotion:

   Field	Description
   Promotion Name	Enter the name of the promotion.
   Discount On	Select one of the following: Product Price: to provide an offer as new price, amount offer, and percentage. BOGO: to provide an offer as new price to replace BOGO price, amount offer, and percentage. Cart Price: to provide an offer as new price to replace cart price, amount offer, and percentage. Shipping Fee: to provide shipping price offer as new price, amount offer, and percentage.
   Discount Type	Select the type of discount. New price (replaces the product price): The offer value set will be the sale/shipping price of the item/cart. Amount offer: The offer value set will be a discount on the original sale/shipping price of the item/cart or on the customer’s payment method (but rule type should be ‘Cart Price Rules). Percentage: The offer value set will be a percentage discount on the: original sale/shipping price of the item/cart customer’s payment method (but rule type should be Cart Price Rules) bundled products
   Priority	Select the priority for the promotion. For example, select 25(HIGH). The priority number is selected between 1 and 25 where 25 is the highest and 1 is the lowest in the priority order. The promotion engine reads the active campaigns and active promotions in it as per the priority order. As a good practice, it is expected that each campaign shall have a distinct priority, however, in case there happen to be more than one promotions for the same item with the same priority, then the promotions are processed in the following manner: The promotion which ends first will take precedence. If the end date is the same, then the promotion which starts first will take precedence. If both the start and end dates are the same, then the rule engine will pick a random promotion. Note:  Against the offer level, the sequence would be product price, BOGO, and Cart Price.

6. Click NEXT.
   The Promotion Details page with GENERAL, DISCOUNTS, and ELEMENTS SELECTION tabs are displayed.
   
7.   In the GENERAL tab, enter the field details:
   The following table provides the fields in the GENERAL tab.

   Field	Description
   Promotion Name	Enter the name of the promotion.
   Priority	Select the priority from the drop-down list. For example, 25(HIGH).
   Description	Enter the description for the promotion.
   Start Date	Select the start date for the promotion.
   End Date	Select the end date for the promotion.
   Display strike through price	Select this checkbox if you want the price for the promotion to display strike through price over the original price. If this is not selected, only the discounted price is displayed. Note: Enabled – the transaction price will be stricken in the and the discounted price will be shown below that price in the PLP, PDP, Cart, and Checkout pages. Disabled – only the discounted price will be shown in the PLP, PDP, Cart, and Checkout pages
   Group discount	Select this checkbox to enable group discount. This is applicable ONLY for the Product Price discount.
   Use Promocode	Select this to include promocode. To add a promocode, 1.   Select the Usage Limit. No Limit: The promocode can be used unlimited number of times. Total Usage Limit: The usage of promocode is restricted to the configured limit across all customers. Limit per customer: The usage of the promocode is restricted to the configured limit per customer. 2.   Enter the limit for the usage. 3.   Enter the promocode in the text box. MANAGE PROMOCODE MESSAGE:  Click this to enter the message for successful code application and failed code application. Note: On the storefront, based on the locale selected, the promocode application messages for success and failure will be displayed. If no data is configured for a specific (applicable) locale, then the message from the default locale will be displayed. If no promocode message is defined in the promotion level, the promocode message from the store settings is displayed. For more information, see Store Advanced Tab settings.
   Promocode Type	Select the Promocode Type from the drop-down list: Enter Promocode: Use this to enter a promocode for the promotion. Use Promocode List: Use this to select a promocode from the drop-down list. Note: Alternatively, you can create a promocode list and select it from the Promocode List drop-down. To create a list, click CREATE LIST. For more information on creating a promocode list, refer to Add a Promocode List.
   Status	Select the status for the promotion. For example, select the status as Active. Active – the promotion is in use. Later, you can change the status if required. Active promotions cannot be deleted. Inactive – the promotion not in use.
   Display Message	Select the locale for the display message. For example, select en_US. Enter the message to display. You can add other locale messages. However, the message for the default locale is mandatory and cannot be deleted. Other locales can be deleted. If there is no promocode application message configured at promotion level, then the promocode messages configured at store level will be displayed on the storefront.
   Stop processing further	Select any one of the following options to stop further processing of the succeeding similar type (item or cart level) of promotions within that campaign: : Never – Irrespective of whether condition matches or not in the current promotion group, continue to execute the succeeding promotion groups in order of priority. By default, this option will be selected. Always – Irrespective of whether condition matches or not in the current promotion group, the promotion engine stops executing the succeeding promotion group. If condition matches – When the current promotion’s condition matches, the promotion engine stops executing the succeeding promotion group. Note: When you configure the promotion with promo codes, the rule engine stops further processing the condition after matching the promo code in the condition. The promotion engine stops executing when the condition matches with the similar promotion types; for example, if there is an item price promotion with priority 25 and the condition has been configured, then the subsequent item price promotions of lower priority will be halted. Other promotions like cart price and cart shipping will still be executed. See Elements Selection for more information.
   Award loyalty points	Select this to award loyalty points for this promotion. By default, this is enabled. For more information, refer to Configuring Loyalty Program.

8. In the DISCOUNTS tab, enter the field details:
   

   Field	Description
   Add Discount	Click this to add discounts. For information on discounts, refer to Select Discount Type for Promotion.
   Apply Discount based on	Select the type based on which the discount can be applied.  For example, select Purchase Quantity. Note: Use the ADD DISCOUNT button to include additional discounts.
   Tiered Discounts	Enter the minimum, maximum, and discount percentage in the Tiered Discounts section. Note: You can include more rows for Tiered Discounts using the + and – symbol.
   Conditions	In this section, you can add rule, and groups based on customer, payment, pricing, and shipping conditions. This is optional. Note: To add more rules, click ADD RULE. For information on options to configure rules and conditions, refer to Options for Configuring Conditions. You can add more rules as per your business requirements for customer, payment, shipping, and pricing data. For information on choose data, refer to Operand, Operator, Values.

   For more information, refer to Configuring Discounts in a Promotion.

9. In the ELEMENTS SELECTION tab, enter the field details:
   

   Field	Description
   Add Rule	Click this to add rule, and groups in this section. For more information on adding rules, refer to Add Rules in the Filter Elements Tab.
   Choose Data	Select operand, operator, values for each of the rule. For information on choose data, refer to Operand, Operator, Values.

10. Click SAVE. The promotion is added to the campaign.

Edit a Promotion in a Campaign

You can edit a promotion under a campaign for promotion changes.

To edit promotion under a campaign,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Campaigns in the left navigation menu. The All Campaigns page displays the list of campaigns.
3. Click the  More Details icon against a campaign with the promotion. The Campaign Information page is displayed.
4. Click on a Promotion Name you want to edit.
5. Edit the field details as required. For more information on the fields refer to, Add a promotion to a campaign.
6. Click SAVE. The promotion is saved.

Delete a Promotion under a Campaign

You can delete promotion under a campaign that is no longer required.

To delete promotion from a campaign,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Campaigns in the left navigation menu. The All Campaigns page displays the list of campaigns.
   
3. Click  More details against a campaign with the promotion.
   
4.  Click on a Promotion Name you want to delete.
5. Click DELETE.
   
   A confirmation dialog box is displayed.
   
6. Click DELETE in the confirmation dialog box. The promotion is deleted.

Configuring Discounts in a Promotion

The added promotion for a campaign will include discount on Product Price, BOGO, Cart Price or Shipping Price. The discount type configuration can be based on new price, amount offer, or percentage offer.

In this section, you can:

• select discount type (Product Price, BOGO, Cart Price, Shipping Price)
• add rules and conditions in the Discounts tab
• add rules and conditions in the Filter Elements tab

Select Discount Type for Promotion

The discount on product price, BOGO, Cart Price, and Shipping Fee can be based on any one these discount types: new price, amount offer, or percentage offer.

• New price (to replace): The offer value set will be the sale/shipping price of the item/cart.
• Amount offer: The offer value set will be a discount on the original sale/shipping price of the item/cart or on the customer’s payment method (but rule type should be ‘Cart Price Rules).
• Percentage: The offer value set will be a percentage discount on the:
  • original sale/shipping price of the item/cart
  • customer’s payment method (but rule type should be Cart Price Rules)
  • bundled products

Note: Click the ADD DISCOUNT button to specify the Discount details for Product Price, BOGO, Cart Price, and Shipping Price.

Discount on Product Price

Group discount are applicable for Product Price discount type. The following table provides the various discount options for Product Price:

Discount Type	Discount on Product Price
New Price	a.Select one of the following: ·        Purchase Quantity: The customer must buy the quantity specified in this field. ·        Total Amount: The customer must buy the amount specified in this field. b. Enter the minimum purchase quantity, maximum purchase quantity, and the new price to replace the product price. For example, Note: You can calculate VAT excluding price for the “New Price” discount types. For more information, refer to Calculating VAT Excluding Price.
Percentage Offer	a.Select one of the following: Purchase Quantity: The customer must buy the quantity specified in this field. Total Amount: The customer must buy the amount specified in this field. b. Enter the minimum purchase quantity, maximum purchase quantity, and percentage of discount. For example, buy 1 of product X and get 2% discount on 5 of product Y.

For information on:

• Adding Rules in the Discounts tab, refer to Add Rules in the Discount tab.
• Adding Rules in the Elements Selection tab, refer to Add Rules in the Elements Selection tab.

Discount on BOGO

Group discount are not applicable for BOGO discount type. The following table provides the various discount options for BOGO:

Discount Type	Discount on BOGO
New Price	In the Action Type drop-down list, select: Buy X and get discount on Y: When the customer buy X, gets a discount on Y. Enter the Quantity of X, Y and New Price. Buy X and Get Y Free: The customer must buy X to get Y on free. For example, enter the quantity of X the customer should buy to get Y on free. Buy X and Y to Get Discount: The customer must buy X and Y to get a discount. Enter the quantity of X and Y and the amount of discount. Note: You can calculate VAT excluding price for the “New Price” discount types. For more information, refer to Calculating VAT Excluding Price.
Amount Offer	In the Action Type drop-down list, select: Buy X and get discount on Y: When the customer buy X gets a discount on Y. Enter the Quantity of X, Y, and amount. Buy X and Get Y Free: The customer must buy x to get Y on free. Enter the quantity of X the customer should buy to get Y on free.  Buy X and Y to Get Discount: The customer must buy X and Y to get a discount. Enter the quantity of X and Y and the amount of discount.
Percentage offer	In the Action Type drop-down list, select: Buy X and get discount on Y: When the customer buy X gets a discount on Y. Enter minimum discount amount applicable and maximum discount applicable. Enter the Quantity of X, Y and percentage of discount. Buy X and Get Y Free: The customer must buy x to get Y on free. Enter the quantity of X the customer should buy to get Y on free. Buy X and Y to Get Discount: The customer must buy X and Y to get a discount. Enter minimum discount amount applicable and maximum discount applicable. Enter the quantity of X and Y and the percentage of discount.

For information on:

• Adding Rules in the Discounts tab, refer to Add Rules in the Discount tab.
• Adding Rules in the Elements Selection tab, refer to Add Rules in the Elements Selection tab.

Discount on Cart Price

Group discount are not applicable for Cart Price discount type. The following table provides the various discount options for Cart Price:

Discount Type	Discount on Cart Price
New Price	Enter the New Price to replace the cart price. For example, enter 120. Note: You can calculate VAT excluding price for the “New Price” discount types. For more information, refer to Calculating VAT Excluding Price.
Amount Offer	Enter the Discount Amount. For example, enter a discount amount of 10
Percentage offer	a.   Enter the Discount % b.  Enter the minimum discount amount. c.    Enter the maximum discount amount. For example, Discount % of 2, Minimum discount as 10, maximum discount as 100.

For information on:

• Adding Rules in the Discounts tab, refer to Add Rules in the Discount tab.
• Adding Rules in the Elements Selection tab, refer to Add Rules in the Elements Selection tab.

Discount on Shipping Fee

The following table provides the various discount options for Shipping Fee:

Discount Type	Discount on Cart Price
New Price	Enter the New Price to replace the cart price. For example, enter 120. Note: You can calculate VAT excluding price for the “New Price” discount types. For more information, refer to Calculating VAT Excluding Price.
Amount Offer	Enter the Discount Amount. For example, enter a discount amount of 100
Percentage offer	Enter the Discount % Enter the minimum discount amount. Enter the maximum discount amount. For example, Discount % of 2, Minimum discount as 10, maximum discount as 100.

For information on:

• Adding Rules in the Discounts tab, refer to Add Rules in the Discount tab.
• Adding Rules in the Elements Selection tab, refer to Add Rules in the Elements Selection tab.

Edit a Discount on a Promotion

You can edit the discount in the DISCOUNTS tab of the Campaign Details page.

To edit a discount,

1.  In the Campaign Information page, open the promotion to edit.
2. In the DISCOUNTS tab, click the Edit icon.
   
3. Edit the details as required.
   
4.  Click SAVE.
   Note: To delete a discount, click the DELETE icon.

Calculate VAT Excluding Price

You can calculate and copy the price exclusive VAT for the new price discount type promotions.

To calculate VAT excluding price,

1. In the Campaign Information page, open the promotion to edit.
2. In the DISCOUNTS tab, click the VAT Calculation Wizard. The Price Exclusive VAT Calculation overlay is displayed.
   
3. Select the required Tax rate(%).
   Note: The tax rate is configured in the Advanced Tax. For more information, see Advanced Tax.

4. Enter the VAT inclusive price.
5. Click CALCULATE. The Price exclusive VAT is displayed.
   
6. Click Apply to copy the price exclusive VAT in the New Price field. This is optional.
   

Storefront View of Discount

Add Rules in the Discounts Tab

Discounts tab conditions are based on rules. Businesses can define rules that determine whether a promotion is eligible to apply as well as other layers of control over how the promotions execute.

In the DISCOUNTS tab, you can add conditions in the Conditions section. For this, you can:

• add rules using the ADD RULE
• add multiple rules using the ADD GROUP

Rules are constructed using an Operand, Operator, and Value:

• Operand represent field data items (such as Product IDs) used within promotions, which can be selected from Choose Data drop-down list.
• Operator represent filter operators such as equal, not equal, and so on and logical operators such as AND/OR.
• Value represent the data matching the fields.

You can add condition to a promotion based on the selected data. For example, you can add a condition for a specific brand name called PUMA.

Operand, Operator, Values

You can create different conditions by changing the combination of operands and operators.

Example of Operand, Operator, and Value:

The following table provides the example list of operands, operators, and Values in the DISCOUNTS Tab:

Field	Description
Operand	Select any one of the following operands for setting rules for a promotion: SKU: Shipping Method: The mode of shipment. Shipping Country: The country of shipment. Shipping Postal code: The postal code of shipping. Property: The property of SKU. User: ID: Unique identifier of the user Email: Email address of the User Segment: The distinct user group. Guest: Denotes a guest user Property: Property of the user Price-Label: Price label for the user. Payment: Payment Type: The method of payment.
Operator	After selecting the operand, select any one of the following operators: equal: The operand value must exactly match the configured value. not equal: The operand value must NOT match the configured value. in: Matches any one of the values in a list of values (separated by comma) you specify. On matching, returns true. not in: Matches any one of the values in a list of values (separated by comma) you specify. On matching, returns false. begins with: Checks for the value that begins with the value you specify doesn’t begin with: Checks for the value that does not begin with the value you specify contains: Finds records containing the specific value doesn’t contain: Finds records excluding the specific value ends with: Checks for the value that ends with the value you specify doesn’t end with: Checks for the value that does not end with the value you specify is not empty: Checks for the records or values that are not empty
Values	Enter or select the values for the selected operand. For example, for: Segment the values can be Silver, Platinum or Gold. Shipping Method the values can be Generic, Standard or DPD.

Options for Configuring Conditions

You can add one or more rules or group of rules to a promotion. You can create a maximum of three levels of rules for each promotion. By default, a row will be shown to add a rule. After setting the conditions to the promotion, you may choose to click UPDATE to check if your condition is appropriate to your use case.

The following table describes various options available while configuring conditions in the DISCOUNTS tab:

Option Available in a Condition	Description
AND, OR	Set logical operators such as AND / OR. These operators apply the rules that are a direct descendant in the condition builder. AND – used within a group OR – used between groups For example, to create a condition where you need to provide an offer on a particular Shipping Method on a Price Label, you can set the following condition:
Add Rule	Add one or more rules in the condition. For example, to create a rule where you need to offer for a property and a material, you can set the following:
Add Group	Add a collection of rules within the group in the condition. For example, if you need to provide an offer for a specific shipping method, email on a segment of user, you can create the following condition with groups:
Operand/Operators/Values	Select the operands and operators for the condition. You can create different conditions by changing the combination of operands and operators. You can enter the required value for the selected item.
UPDATE	Click the UPDATE button to view the generated conditions.
Delete	Click the  Delete icon if you want to delete a rule.

Creating Conditions in the Discounts Tab

You can create conditions once you add a discount. Use the ADD CONDITION button to create rules for promotions.

For information on selecting discounts, refer to Select Discount Type for Promotion.

To create conditions in the Discounts tab,

1. Open the promotion to add conditions.
2. In the DISCOUNTS tab, click ADD CONDITION.
   
3. Click ADD RULE.
   Note:
   • To add more rules, click ADD RULE.
   • For information on options to configure rules and conditions, refer to Options for Configuring Conditions.
4. Select the data from Choose Data drop-down list.
   
   For example, select Shipping Country equal USA.
   Note:
   • You can add more rules as per your business requirements for customer, payment, shipping, and pricing data.
   • For information on choose data, refer to Operand, Operator, Values.
5. In the DISCOUNTS tab, click SAVE.
   The conditions are configured and the promotion updated successfully.
   

Add Rules in the Filter Elements Tab

You can include additional conditions in the Elements Selection tab. Businesses can define rules that determine whether a promotion is eligible to apply as well as other layers of control over how the promotions execute.

In the Elements Selection tab, you can generate conditions in the Conditions section. For this, you can:

• add rules using the ADD RULE
• add multiple rules using the ADD GROUP

Rules are constructed using an Operand, Operator, and Value:

• Operand represent field data items (such as Product IDs) used within promotions, which can be selected from Choose Data drop-down list.
• Operator represent filter operators such as equal, not equal, and so on and logical operators such as AND/OR.
• Value represent the data matching the fields.

You can add condition to a promotion based on selected data. For example, you can add a condition for a specific brand name called PUMA.

Operand, Operator, Values

You can create different conditions by changing the combination of operands and operators.

Example of Operand, Operator, and Value:

The following table provides the example list of operands, operators, and Values in the ELEMENTS  SELECTION Tab:

Field	Description
Operand	Select any one of the following operands for setting rules for a promotion: SKU: ID: Specify the unique identifier. Category ID: Specify the unique identifier of the category. Product ID: Specify the unique identifier of the product. Quantity: Specify the number of products. Unit Price: Specify the price of the product. Size: Specify the size of the product. Color: Specify the color of the product. Brand: Specify the brand name Property: The attributes of the product such as style or material. Cart: Total Value: Create promotions on total value Total Quantity: Create promotions on cart quantity
Operator	After selecting the operand, select any one of the following operators: equal: The operand value must exactly match the configured value. not equal: The operand value must NOT match the configured value. in: Matches any one of the values in a list of values (separated by comma) you specify. On matching, returns true. not in: Matches any one of the values in a list of values (separated by comma) you specify. On matching, returns false. begins with: Checks for the value that begins with the value you specify doesn’t begin with: Checks for the value that does not begin with the value you specify contains: Finds records containing the specific value doesn’t contain: Finds records excluding the specific value ends with: Checks for the value that ends with the value you specify doesn’t end with: Checks for the value that does not end with the value you specify is not empty: Checks for the records or values that are not empty
Values	Enter or select the values for the selected operand. For example, specify the color for the product.

Options for Configuring Conditions

You can add one or more rules or group of rules to a promotion. You can create a maximum of three levels of rules for each promotion. By default, a row will be shown to add a rule. After setting the conditions to the promotion, you may choose to click SAVE if your condition is appropriate to your use case.

The following table describes various options available while configuring conditions in the ELEMENTS SELECTION tab:

Option Available in a Condition	Description
AND, OR	Set logical operators such as AND / OR. These operators apply the rules that are a direct descendant in the condition builder. AND – used within a group OR – used between groups For example, to create a condition where you need to provide an offer on a particular color on PUMA brand, you can set the following condition:
Add Rule	Add one or more rules in the condition. For example, to create a rule where you need products from the property with style as Vneck, you can set the following rule.
Add Group	Add a collection of rules within the group in the condition. For example, if you need to provide an offer on product style and brand for a selected quantity and unit price greater than 5, you can create the following condition with groups:
Operand/Operators/Values	Select the operands and operators for the condition. You can create different conditions by changing the combination of operands and operators. You can enter the required value for the selected item.
DELETE	Click the  Delete icon to delete a rule.

Creating Conditions in the Filter Elements Tab

You can create conditions based on rules using the ADD RULE button in the Elements Selection tab.

To create conditions in Elements Selection,

1. In the ELEMENTS SELECTION tab, click ADD RULE.
   
2. Select the data from the Choose Data drop-down list. For example, select Total Price, greater or equal to 1.
   
   Note:
   • To add more rules, click ADD RULE.
   • For information on options to configure rules and conditions, refer to Options for Configuring Conditions.
   • For information on choose data, refer to Operand, Operator, Values.
3. Click ADD GROUP to define another set of rules.
   
4. Click SAVE. The conditions are configured for promotion.

Generating List of Promocodes

Promotion codes are unique for a campaign. You can choose to add promo codes to your promotions in the Promocodes list. Adding promo codes to your promotions is optional. You can add, generate, or upload unique promo codes to a promotion.

The promo code which is associated with a promotion applies a discount when a set of conditions is met. The customer avails discounts by applying the code against their order on the shopping cart page of the e-commerce site. The codes will expire as per the dates selected in the promotion.
The following is the storefront view of promocode:

The Simba console allows you to:

• create a new list of promo codes
• view/edit the existing promo code list
• search promocode list(s) by name or status
• download the promo codes in your local machine in a .csv file format.
• send the promo codes to your configured email address

Add a Promocode List

You can add promocodes using the CREATE PROMOCODE button.

To add a promocode list,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Promocode List under Campaigns in the left navigation panel. The Promocode List page is displayed.
3. 
4. Click CREATE PROMOCODE. The Create Promocode List pop-up is displayed.
   
5. Enter the field details.
   The following table provides the field details for adding a promocode list:

   Field	Description
   Promocode List Name	Enter the name of the list.
   Promocode Creation Method	Select the promocode creation method. Auto Generate Promocodes: Select this to automatically generate codes. For more information, refer to Auto Generate Promocode. Import Promocodes: Select this to drag and drop or browse files to import the promocodes. Note: You can upload CSV files only. To auto generate the promocode list: Enter the number of promocodes. For example, 50. Enter the number of characters per promocode. For example, 8. Enter the prefix word to begin the promocode. Note: This is optional. Enter the suffix word to end the promocode. Note: This is optional. Select the type of character to be used in the promocode: Use both letters & numbers: The promocode contains both letters and numbers. Use Letters only: The promocode contains letters only. Use Numbers only: The promocode contains numbers only.
   Status	Select the status for the promocode list. Active – the promocode list is in use Inactive – the promocode list is not in use

6. Click CREATE PROMOCODE LIST.

Note: To reset the fields, click CLEAR.

The promocode list is created.

Note:

• To edit a promocode list, refer to Edit a Promocode List.
• To download a promocode list to your local computer, refer to Export Promocode List.

Edit a Promocode List

You can edit promocode list using the EDIT icon.

To edit a promocode list,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Promocode List under Campaigns in the left navigation panel. The Promocode List page is displayed.
   
3. Click the EDIT icon against the promocode list you want to edit. The Update Promocode List pop-up is displayed.
4. Edit the field details. For more information, refer to field description in adding a promocode list.
5. Click SAVE. The promocode list is edited.

Note: To reset the fields, click CLEAR.

Export Promocode List

You can export the promocode list to a CSV file.

To export a promocode list,

1. Log in to the Simba Application with valid credentials provided to you.
2. Click Promocode List under Campaigns in the left navigation panel. The Promocode List page is displayed.
3. Click    the download icon to export the promocode list. The CSV file is downloaded to your computer.
4. 

Scenarios and Examples in Configuring Conditions

This section provides the example scenarios that can be configured in the ELEMENTS SELECTION tab of promotion:

Product

In operand, choose data present under the Product section such as Product ID, Product Categories, Properties (Product Attributes) to show/hide the promotion in storefront.

For example, setting rules based on product ID:

To show the promotion for the product IDs “GM10002” and to hide the promotion type for the product IDs “GM10001”:

For example, setting rules based on product attributes (Properties):

To show the promotion type based on product attributes; for example, the product attribute “Shipping Class” as “Class 250” and the promotion type will be displayed on the storefront only for this shipping class.

Cart

In operand, choose data present under the cart section such as total price and property to show/hide the Promotion type in the storefront.

For example, setting rules based on Total price using “AND” condition:

If the merchant specifies the minimum total price as 200 and the maximum total price as 400. The buyer cannot see the promotion method in the storefront if the total price of cart does not fall between 200 and 400.

Shipping

<Need to confirm UI for this>

Country

In operand, choose data present under the Shipping to show/hide the promotion type in storefront based on country.

For example, setting rules based on shipping country using “OR” condition:

If the configured country is France.

• And the active shipping address of the logged in user is mapped to UK, then the promotion option is deactivated and not displayed in the storefront.
• In case, if you configure All countries, then the promotion type is enabled and displayed in the storefront for all users.

Postal Code

Choose data from the shipping postal code to show/hide the promotion type in storefront based on postal code.

For example, setting rules based on shipping postal code using “AND” and “OR” condition:

1. Include/exclude a specified set of pin codes

• 689784, 689037 – the specified 2 pin codes are included

2. Include/exclude pin codes starting with a set of numbers

• 7500# -postal codes between 75000, 75001, 75002, … up to 75009 is included.

3. Include/exclude pin codes starting with a set of characters/letter/numbers

• 75* – postal codes starting with 75 would be included

4. Include/exclude pin codes starting from a number and ending in another number.

• G(1-30) – postal codes from G1, G2, G3 up to G30 is included

Customer Segment

Price Label

In operand, choose data present under the Customers section such as Customer Segment, Associated Prices, and Currency to show/hide the promotion type in storefront.

For example, setting rules based on Customer Segment and Associated Prices using “AND” condition.

The promotion type is displayed in the storefront only if the customer segment is “Platinum” category or ordered product is associated with the price label 5.

The promotion type is displayed in the storefront only if the customer segment is “GOLD” category or ordered product is associated with the price group 1.

 

Currency

For example, setting rules based on Customer Segment and currency using “AND” condition.

The promotion type is displayed if the currency is “SGD and USG” but not applicable for the “GOLD” category customer. The promotion type is not displayed for the other currencies and excludes the customers with “GOLD” category.

 

 

---

Revision History

Published Dt.	Document Changes	Drafted By	Peer-Reviewed By	Reviewed & Approved By
2021-04-26	Initial draft	HM	JP	RH