Skip to main content

Summary

Promotions are use to add discounts to orders within the website. 

Promotions are applied at basket level, meaning that they are not visible on individual Product Detail Pages.

Key to icons (Promotions)

image.png = Edit Promotion 

image.png = Delete Promotion 

image.png = Copy Promotion

Key to icons (Groups)

image.png =Edit Promotion group

image.png =Delete Promotion group

image.png = View Promotions within the group

If you can not find the promotion you are looking for, be sure to check the box for 'show expired promotions'

Setup

If you can not find the promotion you are looking for, be sure to check the box for 'show expired promotions'

Step 1

Field Purpose
Promo Name

The name of the promotion (required)

 

This is output to the customer in the eCommerce checkout, shown in the POS, etc.

Description

Add a summary to the description here

 

This will be output to the customer at the eCommerce checkout

Receipt/Email Confirmation Message This message will be sent to the customer via email, or printed on the receipt if the promotion type is set to 'Till Spit'

Step 2

If a promotional code is not entered against the promotion, it will always be active if the other criteria are met.

Field Purpose
Promo code

Enter a promotional code; this must be entered to activate the promotion

Promo code aliases If you would like multiple codes to be used for a single promotion, enter them here
Limit to once per code If ticked, each code will only be useable once

Step 3

Field Purpose
Promotion Group

Select a group for this Promotion to sit within

Step 4

Fixed Promotion
Field Purpose
Discount

Enter an amount to be discounted from the order when the promotion is applied

Percentage Promotion
Field Purpose
Discount

Enter a percentage amount to be discounted from qualifying items when the promotion is applied

Qualifying items

Choose from:

  • All qualifying items
  • Lowest priced item
Product Promotion
Field Purpose
Product

Use this field to search for a Variant

Quantity allowed Enter the maximum quantity allowed
Promotional price Enter the promotional price for this product (this will be applied to as many instances of the product as allowed by the above field)
Free Shipping Promotion
Field Purpose
Method

Choose which postage type you would like to be discounted

Zone Choose which Postage Zones will benefit from free postage
Buy X Get One Free
Field Purpose
Free product

Choose from:

  • Items must be the same
  • Lowest priced item is free
Till Spit Promotion

A till spit promotion is not a promotional discount in and of itself; rather it is a way of sending a message to a customer if their order meets a certain criteria, e.g. if they place an order for 500 bolts, you can inform them that you have an offer for 10% off spanners next weekend.

A Till Spit Promotion will also require a Receipt/Email Confirmation Message from Step One

Field Purpose
Linked promo code

This code will be displayed on the till/email receipt (Optional)

Step 5

Field Purpose
Starts

Enter the time and date that the Promotion should activate (Optional)

Expires

Enter the time and date that the Promotion should deactivate (Optional)

Step 6

Field Purpose
Minimum Value

Optional

 

If entered, a customer will have to spend between these two values to qualify for the promotion

 

If left blank, that value will be ignored

 

If both are blank, there will be no value limitations upon the Promotion

Minimum Quantity

Optional

 

If entered, a customer will have to buy a number of items between these two values to qualify for the promotion

 

If left blank, that value will be ignored

 

If both are blank, there will be no quantity limitations upon the Promotion

Step 7

If not set, all products will be eligible for the promotion, e.g. if no qualifying Categories are chosen, products from all Categories are eligible for that Promotion

Field Purpose
For category, brand and department rule match:

Choose whether a qualifying product must be within one of the qualifying categories/brands/departments, or in all of them

Choose qualifying categories

Choose the Categories that are qualifying; products within them will be eligible for the Promotion

Choose qualifying brands

Choose the Brands that are qualifying; products within them will be eligible for the Promotion

Choose qualifying departments

Choose the Departments that are qualifying; products within them will be eligible for the Promotion

Choose qualifying products

Choose specific Products that will be eligible for the Promotion 

 

If you choose any specific Products, only those Products will be eligible for the Promotions

Must also buy these qualifying products

Choose specific Products that must be part of the order in order to qualify for the Promotion

Optional Filter

Enter text that will filter the application of this Promotion to specific Variants. E.g., to only apply this promotion to the large variant of a product, simply enter "large" here. Use a comma-separated list to allow multiple values to qualify.

 

This must be an exact text match.

Step 8

If not set, there will be no exclusions

Field Purpose
For category, brand and department rule match:

Choose whether a qualifying product must be within one of the qualifying categories/brands/departments, or in all of them

Choose excluded categories

Choose the Categories that are excluded; this will override any selections under Step 7

 

It is possible to include Categories, and exclude their Sub Categories

Choose qualifying brands

Choose the Brands that are excluded; this will override any selections under Step 7

Choose qualifying products Choose the Products that are excluded; this will override any selections under Step 7
Exclude sale items

This will exclude any and all Products with an active Special Offer Price from the Promotion 

Exclude 'Must also buy these qualifying products' from the discount? Although required to trigger the Promotion, these Products will be excluded from any discounts

Step 9

Field Purpose
Maximum uses

Enter a maximum number of times the Promotion may be used

Times used so far

This number will automatically increment

 

It may be edited if required

Limit to once per customer This will limit Promotion usage to once per email address

Step 10

Field Purpose
Use with other promos?

If set to 'no' this Promotion will not be used with other Promotions

 

If multiple Promotions are available to a Basket, the one with the largest saving will be applied

Step 11

Field Purpose
Qualifying customers

Select a Customer Group to limit access to the Promotion

Step 12

This step will only be applicable to instances with both D2C and B2B solutions

Field Purpose
Pricing Type

If set to 'Retail', all figures will be based on Gross prices

 

If set to 'Trade', all figures will be based on Net prices