Walkthrough: Working with promotions

Abstract

How to work with promotions including how to create a promotion book and promotion, associate a catalog and sellable item, add a qualification, benefit, or coupon as well as how to approve the promotion.

This walkthrough expands on the information in the Work with promotions topic, and describes how to create a promotion. Before following this walkthrough, you must have permissions for the Promotioner and Promotioner Manager roles. If you do not have permissions for those roles, contact your system administrator.

The walkthrough describes how to do the following tasks, using the sample SXA storefront and Habitat catalog:

The following information is used in this walkthrough:

  • The Habitat_Master sample catalog.

  • The sellable item Habitat Dwell 2-in-1 Steam Mop.

  • The sample coupon code 10offSteamMop.

  • The sample email address user1@example.org.

  • The sample gift card code GC1000000.

  • The sample free gift Habitat Dwell 5-speed hand Blender 6042832

  1. In the Sitecore XC Business Tools, click the Promotions icon.

  2. In the Promotion Books section of the Promotions dashboard, click +.

  1. In the Add window, enter the name WalkthroughPromotionBook, and the display name Walkthrough Promotion Book.

  2. In the Promotion Books section of the Promotion dashboard, click the WalkthroughPromotionBook you created.

    Note

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

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

  4. Enter the name 10offSteamMop, and the display name 10% off Steam Mops.

  5. Enter the Valid From and Valid To dates and times.

  6. Enter the display text 10% off 2-in-1 Steam Mop, and the display cart text 10% off 2-in-1 Steam Mop.

  7. Select the Is Exclusive check box.

  1. You must associate a catalog with a promotion book before you can associate any sellable items. In the Catalogs section of the promotion book details page, click Associate.

  2. In the Associate Catalog window, select the Habitat_Master catalog from the drop-down list.

    Note

    A catalog can only be associated with one catalog at a time. When you associate the Habitat_Master catalog with your promotion, it is automatically disassociated from the sample Habitat_PromotionBook.

  3. In the Promotions section of the promotion book details page, click the “10offSteamMops” promotion.

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

  5. In the Add window, in the Catalog drop-down list, select Habitat_Master.

  6. In the Item Id field, enter Dwell. A drop-down list that contains all the sellable items with Dwell in the name will be shown. Select Habitat Dwell 2-in-1 Steam Mop from the list.

  7. To save your information, click the check mark.

  1. In the Promotions section of the promotion book details page, click the 10offSteamMop promotion.

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

  3. In the Add window, in the Condition drop-down list, select Cart Item Quantity is in [min] [max] Range? and click the check mark.

  4. In the Add window, in select the Condition Operator drop-down list, select And.

  5. In the Catalog drop-down list, select Habitat_Master.

  6. In the Minimum Quantity field, enter 2, and in the Maximum Quantity field, enter 10.

  7. In the Item Id field, enter Dwell. A drop-down list that contains all the sellable items with Dwell in the name is shown. Select Habitat Dwell 2-in-1 Steam Mop from the list.

  8. To save your information, click the check mark.

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

  2. In the Add window, select Get Cart Item Subtotal [specific] Percent Off in the Action drop-down list and click the check mark.

  3. In the Percent Off field, enter 10, and in the Catalog, click select Habitat_Master.

  4. In the Item Id field, enter Dwell. A drop-down list that contains all the sellable items with Dwell in the name is shown.

  5. Click Habitat Dwell 2-in-1 Steam Mop from the list.

  6. To save your information, click the check mark.

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

  2. In the Add window, in the Code field, enter the name 10offSteamMop.

  1. In the Details section of the promotion details page, click the drop-down arrow and select Request Approval.

  2. In the Request Approval window, enter an optional comment. For example, Walkthrough promotion request.

This task is performed by the Promotioner Manager.

  1. In the Details section of the promotion details page, click the drop-down arrow and select Approve.

  2. In the Approve window, enter an optional comment. For example, Walkthrough promotion approval.

  1. In a browser window, open the sample Habitat storefront.

  2. Search for or navigate to the product detail page for the Habitat Dwell 2-in-1 Steam Mop. This is found in Appliances > Small Appliances.

  3. Add 13 of the product to the shopping cart, go to the shopping cart icon, and select View Cart.

  4. Enter 10offSteamMop in the discount code field, click Add discount code, and confirm that the 10% discount has not been applied to the total.

  5. Change the amount of the product in the shopping cart to 3.

  6. Confirm that the 10% discount has now been applied to the total, with the text “10% off Steam Mop discount” shown under the unit price.