Creating a New eCommerce Store Promotion

Creating a New eCommerce Store Promotion


Step 1. Select “Promotions” under the Promotions Tab in the navigation.


Step 2. Select “+ New Promotion”


Step 3. Complete the following fields:


Name

The name you assign to the promotion.

Code

You can either create a custom code that will be used at checkout or have the system automatically generate a code for you by checking the “Generate Coupon Code” box. Once you save the promotion, the code will be created.

Promotion Category

This will allow you to select a category to assign the promotion to. This step is not necessary but it can assist with organizing promotions. Ex. Holiday Specials.

Advertise

Checking this box will make the promotion visible to site visitors as they shop your store.

Description

A detailed explanation of the promotion. The customer will be able to see this description at the checkout.

Usage Limit

The maximum number of times the promotion can be used in your store across all users. If you don’t input a value for this setting, the promotion can be used an unlimited number of times. Beneath this input field is a “Current Usage” counter, which is useful later when you’re editing a promotion and need to know how many times the promotion has been redeemed.

Starts At

The date the promotion becomes valid.

Expires At

The date after which the promotion becomes invalid.

Step 4. Click “Create” to create and save the Promotion.

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Step 5. Complete the Rules and Actions which will determine when a Promotion is applied to an order and what the Promotion should do.

Rules

Rules represent the conditions that must be met for a promotion to be applicable to an order. You can set one or more rules for a single promotion. When you set multiple rules, you have the option of either requiring all rules to be met for the promotion to apply or allowing promotion to apply to an order when only one of the rules is met.


There are nine types of rules. You can only add one rule of each type to a single promotion. Each is explained in detail below.

Item Total


When you select “Item total” from the “Add Rule of Type” drop-down menu and click “Add”, you are declaring an Item Total rule.

You can then set the parameters for this type of rule. Specifically, you can establish whether an order’s items must be greater than or equal to or greater than the amount you set. Click “Update”.

To remove a rule from a promotion, click the cross icon next to it.

Products

Using a rule of this type means the order must contain at least one or all of the products you declare.

To create this kind of rule, just select “Product(s)” from the “Add Rule of Type” drop-down menu and click “Add”. Start typing in the name of the product(s) you want to apply discounts to into the “Choose Products” box. Click on the correct variants. Choose either “at least one” or “all” from the selection box, and click “Update”.

User

You can apply the User rule type to restrict promotion to only selected customers. To create this type of rule, select “User” from the “Add Rule of Type” drop-down menu and click “Add”. Start typing in the name or email address of the user(s) you want to offer this promotion to. As the correct users are displayed, click them to add them to the list. Once complete, click “Update”.

First Order

Select “First order” from the “Add Rule of Type” drop-down menu and click “Add” then “Update” to add a rule of this type to your promotion. This rule will restrict the promotion to customers who are ordering from you for the first time.

User Logged In

Add a rule of this type to restrict the promotion only to logged-in users. Select “User Logged In” from the “Add Rule of Type” drop-down list, click “Add”, then click “Update”.

One Use Per User

Add this rule to restrict the Promotion to a one-time use.  Select “One Use Per User” from the “Add Rule of Type” drop-down list, click “Add”, then click “Update”.

Categories

Use this rule to choose which categories the Promotion should apply to.  Select “Categories” from the “Add Rule of Type” drop-down list, click “Add”, then choose either “at least one”, “all” or “Enter Amount”  from the selection box, and click “Update”.

Option Values

Apply this rule so a Promotion is restricted to an order which includes specified product(s) with matching option value(s).  Select “Option Values” from the “Add Rule of Type” drop-down list, click “Add”, select which Product Option Values to include, then click “Update”.

Country

Add this rule to restrict the Promotion to a specific country that the order will be shipped to.  Select “Country” from the “Add Rule of Type” drop-down list, click “Add”, select the Country from the “Choose must be shipped to this country” drop-down, then click “Update”.

Actions

Whereas Rules establish whether a promotion applies or not, Actions determine what happens when a promotion does apply to an order. There are four types of actions: create whole-order adjustments, Create per-line-item adjustment, Create Line Items and Free Shipping.


Create Whole-Order Adjustments

When you select “Create whole-order adjustment” from the “Add Action of Type” drop-down menu and click “Add”, the system presents you with several calculator options.  Choose which calculator to use for this Promotion.

By default, when you add a new “Create whole-order adjustment” calculator, it is set to a “Flat percent” calculator. You can change this by selecting the new calculator type from the “Calculator” drop-down menu; however, you will need to click the “Update” button to get that calculator’s specific additional required fields to display.

Each calculator has its own set of required additional information fields.

Flat Percent - Percentage amount

Flat Rate - Amount of discount, and currency


Flexible Rate - The cost of the first item, the cost of each additional item, the maximum number of items included in the promotion, and the currency

Tiered Percent – Needs Further Explanation

Tiered Flat Rate– Needs Further Explanation

Create Per-Line-Item Adjustments

Similarly to the "Create whole-order adjustment" Action, this will use a calculator to create a Line Item adjustment based on the criteria set. To add this action to your promotion, select “Create per-line-item adjustment” from the “Add Action of Type” drop-down menu and click “Add”.

Create Line Item

This action type is a way of automatically adding items to an order to which a promotion applies. To add this action to your promotion, select “Create line items” from the “Add Action of Type” drop-down menu and click “Add”.

Select the quantity and variant that you want automatically added to the customer’s order from the product drop-down menu. Click “Update”.
Product variants added through Line Item Action Promotions will be priced as usual. If your intention is to add a free product, you should undertake both a Line Item action (to add the product) and an Adjustment action (to discount the cost of that variant).

Free Shipping

This action type Makes all shipments for the order free. To add this action to your promotion, select “Free Shipping” from the “Add Action of Type” drop-down menu and click “Add”.

Step 6. Test that the Promotion works.



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