Add a Promotion

A Campaign is a container for individual promotions that are grouped logically based on an event or marketing campaign. Promotion uses a rules engine that responds at scale to requests for offers stored in the engine. When conditions are sent via a request match, action-related information (i.e. item price offers, item summed up value, and display messages) is returned to cart or product pages.

To add a promotion offer , navigate to All Campaigns page > Campaign Information > Add Promotion.

Key points to note before creating a campaign or promotion:

Field Description
Status The promotion engine checks only the active promotions under an active campaign.
Discount On The added promotion for a campaign will include a discount on Product Price, BOGO, Cart Price, or Shipping Price.

Product Price:

To provide a discount based on quantity or total amount. Group discounts are applicable for the Product Price discount type. Apply the discount based on:

  • Purchase Quantity: The customer must buy the quantity specified in this field.
  • Total Amount: The customer must buy the amount specified in this field.

BOGO:

Buy One and Get One promotion. Apply discount based on:

  • Buy X and get discount on Y: When the customer buys the product X, the customer gets a discount on Y.
  • Buy X and Get Y Free: The customer must buy X to get Y for free. For example, enter the quantity of X the customer should buy to get Y for 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.

Cart Price and Shipping Price:

To provide discount on cart and shipping price-based cart and shipping rules.

For Cart Price and Shipping Price, calculate VAT excluding price for the “New Price” discount types.

Discount Type The discount on product price, BOGO, Cart Price, and Shipping Fee can be based on anyone 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 the 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
Start Date and End Date The promotion created within the campaign is bound to be within the start and end dates of the Campaign.

  • If a start date is not given, the promotion is active from the current date and time.
  • If an end date is not given, the promotion is valid for an indefinite period.
Priority 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 promotion 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.

Stop Further Processing 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 the 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 the 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.
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.

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.
Promocode Type The following options are available for Promocode Types:

  • 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.
MANAGE PROMOCODE MESSAGE  The following message options are available:

  • Successful code application – This message is displayed on the storefront after redeeming the promocode successfully.
  • Failure code application – This message is displayed on the storefront when the promocode is failed to redeem.

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

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

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

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

How can I?

  • Add a Campaign
  • View Campaign Information
  • Add Promotion
  • Include Discount on Promotion for a Discount Type
  • Add Discounts
  • Add Rules
  • Add Filter Elements

Creating a Promotion

As an admin, you can create a campaign, and add a promotion under a campaign.

How can I?

Previous Video: Add a Category Next Video: Add Integrated Third-Party Apps

Video Contents

  • Introduction (0:00)
  • Add a Campaign (0:16)
  • Add a Promotion (0:44)
  • Discount On and Discount Types (1:00)
  • General Tab (2:01)
  • Discounts Tab (3:48)
  • Elements Selection Tab (4:22)

Related Topics


Revision History

Published Dt. Document Changes Drafted By Peer-Reviewed By Reviewed & Approved By
2021-12-11 Initial draft HM JP MG
2022-07-08 Updated the video for Release 8.9 changes HM JP MG