Promotions qualifications

Abstract

Overview of the qualifications you can use when creating promotions.

Sitecore XC has multiple qualifications that you can use when creating promotions.

Qualifications are the conditions you set on a promotion that need to be met for the promotion benefits to be applied to a shopper's order. Multiple qualifications can be applied to a promotion. If you set multiple qualifications on a single promotion, you can control whether all of them or only some of them have to be met for the promotion to be applied to a shopping cart. For example, if qualifications A, B, and C are set on a promotion, then A and B could be met, and the promotion benefits would still be applied to the shopping cart. If neither A or B are met, but C is met, then the promotion benefits could still be applied to the shopping cart.

There are qualifications that relate to product inventory, shopping carts, the sellable items in a shopping cart, specific groups of shoppers, the history of a specific shopper, the dates that the promotion runs, or for a specific shop.

You can apply the following qualifications to the product inventory:

  • Is Item in Stock? Is the sellable item in stock?

  • Is Item in Stock in [specific] Location? Is the sellable item in stock in a defined location?

  • Inventory Item Stock Count in [specific] Location [compares] to [specific value]? Does the inventory of a sellable item that is available in a defined location meet a defined threshold?

  • Is Item Out of Stock? Is the sellable item out of stock?

  • Is Item Out of Stock in [specific] Location? Is the sellable item in a defined location out of stock?

  • Is Item Pre-orderable? Can a new sellable item be ordered in advance of its release date?

  • Is Item Pre-orderable in [specific] Location? Can a new sellable item available in a specific location be ordered in advance of its release date?

  • Is Item Back-orderable? Can an out-of-stock sellable item be ordered?

  • Is Item Back-orderable in [specific] Location? Can an item that's out-of-stock in a specific location be ordered?

You can apply the following qualifications to a customer's shopping cart:

  • Cart Has Items? Does the customer’s shopping cart contain any sellable items?

  • Is Cart Item Available? Is the sellable item in the shopping cart available for purchase?

  • Is Cart Item [specific] Quantity Available? Is the quantity of a sellable item in the customer’s shopping cart available for purchase?

  • Cart Any Item Subtotal [compares] to [specific value]? Does the subtotal for any sellable item placed in a customer’s shopping cart meet or exceed a defined total?

  • Cart Subtotal [compares] to [specific value]? Does the subtotal for everything in a customer’s shopping cart meet or exceed a defined total?

  • Cart Has Fulfillment? Has the customer chosen a fulfillment option for their order?

Note

Sitecore XC does not support promotions that use cart subtotal qualifications to apply line item benefits.

You can apply the following qualifications to specific line items in a shopping cart:

  • Cart Item has [specific] tag? Does the sellable item in the cart have a defined tag?

  • Cart Item Quantity [compares] to [specific value]? Does the quantity of the sellable item in a customer’s shopping cart meet or exceed a defined amount?

  • Cart Item Quantity is in [min] [max] Range? Is the quantity of a sellable item in the customer’s shopping cart between defined minimum amount and maximum amounts?

  • Cart Item Subtotal [compares] to [specific value]? Does the subtotal for everything in a customer’s shopping cart meet or exceed a defined total?

You can apply the following qualifications to any customer:

  • Is Cart Contact Registered? Does the customer have an account with your store?

  • Is Cart Contact Currency [specific value]? Does the currency associated with the customer account match the defined currency?

  • Is Cart Contact Customer ID [specific value]? Does the customer account have a specific, predefined ID?

  • Is Cart Contact Language [specific value]? Does the language associated with the customer account match the defined language?

You can apply the following qualifications to the transaction history of the current customer:

  • Current Customer Has Purchased [specific] Item? Has the customer purchased the specific sellable item before?

  • Current Customer Has Purchased Item with [specific] Tag? Has the customer purchased a sellable item with the defined tag before?

  • Current Customer Orders Count [compares] to [specific value]? Does the number of the customer’s previous orders meet or exceed a defined amount?

  • Current Customer Orders Total [compares] to [specific value]? Does the purchase total of the customer’s previous orders meet or exceed a defined amount?

You can apply the following qualifications to the current date:

  • Current Date Has Passed? Is the date after the defined date?

  • Is Current Day? Does the day match the defined date?

  • Is Current Month? Does the month match the defined month?

You can apply the following qualifications to a specific shop:

  • Is Shop Currency [specific value]? Does the currency for the shop match the defined currency?

  • Is Shop Language [specific value]? Does the language for the shop match the defined language?

  • Is Shop Name [specific value]? Does the name of the shop match the defined name?