Work with promotions

Abstract

How to create and manage promotions.

A promotion defines a set of qualifications that are used to apply benefits to a customer's order. You should consider these prequalification filters and rules before you create promotions.

Tasks in this topic require the Promotioner or Promotioner Manager user role, except for approving or rejecting promotions, which requires the Promotioner Manager role.

A promotion book contains multiple promotions, which can apply to sellable items, catalogs, or customer shopping carts. The Promotions Books page shows all of the existing promotion books.

To add a new promotion book:

  1. To open the Promotions dashboard, in the left navigation pane, click Promotions.

  2. In the Promotions Book section, click +.

  3. Enter a name for the new promotion book. The display name and description are optional.

Note

The list of promotion books on the Promotions dashboard is shown in alphabetical order.

A promotion book can be associated with multiple catalogs, but a catalog can only be associated with one promotion book. If a catalog is already associated with a promotion book, you can associate that catalog with a different promotion book, but the catalog will be automatically disassociated from the first promotion book. You must associate a promotion book with a catalog before you can associate any sellable items with the promotion book.

To associate a catalog with a promotion book:

  1. In the Catalogs section of a promotion book details page, click Associate.

  2. From the Catalog Name drop-down list, select the catalog you want to associate.

You must create a promotion book before you can create a promotion.

To create a promotion book:

  1. In the Promotions Books section of the Promotions dashboard, click the name of a promotion book.

  2. In the Promotions section of the promotion book details page, click +.

  3. Enter a name, the dates and times that the promotion is valid for, the display text, and the display cart text. The display name, description, and if the promotion is exclusive are optional.

    Note

    If the Exclusive check box is selected, only this promotion applies to the shopping cart. If multiple cart level promotions can be applied to the order (for example, if they fall within the same validity period), the exclusive promotion with the earliest Valid From date will be applied.

Important

The Commerce Engine evaluates Cart level exclusivity and line item level exclusivity separately, and it always evaluates and applies line item promotions first. If you define exclusive promotions both at the cart level and at the line item level, (and both promotions are within a valid time period), then both promotions are applied.

You can add individual sellable items to a promotion, instead of having a promotion be applied to a full catalog.

To add a sellable item to a promotion:

  1. In the Items section of a promotion book details page, click +.

  2. In the Item Id field, enter a term in the display name of a sellable item, such as Remote. The drop-down list will show all of the sellable items that use the term. Select the item that you want to apply the promotion to.

The parameters of a promotion include any qualifications that must be met for a promotion to be applied to a customer’s order, the benefits of the promotion, and if a promotion is a public coupon that is available to all customers, or if it is a private coupon that is only available to a select group of customers. For more information about the qualifications and benefits that can be applied to a promotion, see the Promotions qualifications and Promotions benefits topics.

Qualifications are conditions that must be met for the promotion to be applied to the customer order. Multiple qualifications can be added to a promotion, so the first condition you select may trigger additional conditions you can select.

To add a qualification to a promotion:

  1. In the Promotions section of the promotion book details page, click the name of a promotion.

  2. In the Qualifications section of the promotion details page, click +.

  3. In the Add window, select a condition from the drop-down list.

  4. Click the check mark to save your information. New fields will appear.

    Note

    Once you have saved your selected condition, you can't change it.

  5. In the Add window, from the Condition Operator drop-down menu, select And or Or.

    Note

    The And condition operator means that all conditions must be met for the promotion to be applied to the order, while the Or condition operator means that any single condition can be met for the promotion to be applied.

  6. Any conditions that apply to a sellable item cause the Item Id field to appear. You must enter the sellable item information e in the format of Catalog Name|item ID|Variant ID . If there is no variant of the sellable item, the information must be in the format of Catalog Name|item ID .

Benefits are the discounts that are applied to a customer’s order as the result of a promotion. For example, free shipping, or 50% off the order total. Multiple benefits can be added to a promotion.

To add a benefit to a promotion:

  1. In the Promotions section of the promotion book details page, click the name of a promotion.

  2. In the Benefits section of the promotion details page, click +.

  3. In the Add window, select a benefit from the drop-down list.

A public coupon is a discount code that can be used by any customer, and can be used multiple times on separate orders. Public coupons are frequently created for promotions that are publicized through social media, or displayed on the storefront, category, or sellable item pages.

To create a public coupon:

  1. In the Public Coupons section of the promotion details page, click +.

  2. In the Add window, enter a coupon code.

A private coupon is a discount code that is assigned to a single customer. You can specify how many private coupons you want to create, and how many of those codes are allocated to a specific promotional campaign. Once a private coupon is created and allocated, you can download an Excel document that contains the codes for each allocation.

To create and allocate a private coupon:

  1. In the Private Coupons section of the promotion details page, click +.

  2. In the Add window, enter a prefix, suffix, and the total number of the private coupon that will be available.

  3. Click the check mark to save your information.

  4. Return to the promotion details page, and in the Private Coupons section, click the name of a private coupon.

    The Private Coupon summary page opens.

  5. In the Allocations section, click + to open the Allocate dialog box, and then, in the Count field, enter the number of coupons to allocate to this campaign.

  6. Click the globe icon to generate the private coupon codes and save them as an Excel file (the Excel file with the generated coupon codes is saved to your Download folder).

A promotion can't be edited once it has been submitted to the promotion approval workflow, but if it is rejected, it returns to a draft state. However, you can test a promotion in your authoring environment before you send it through the approval process.

  • In the Details section of a promotion details page, click the drop-down arrow and select Request Approval, Approve, or Reject. Comments are optional.