Create discounts automatically applied to all customers' carts

The Promotions tab displays a list of your promotions with controls to search and sort and a Create new button at the top right.  

Clicking on the downward arrow next to each header item in the table sorts existing promotions.

Use the search bar to find specific promotions. Results will auto-populate as you type. 

Promotions - introduction
Promotions - introduction

From the Promotions tab, click Create promotion to create a new promotion, or click on an existing promotion’s title to edit it. Both options direct you to the Edit promotion screen to complete the following sections.

The Enabled button at the top of the page is a main control that toggles whether or not the promotion can be active.

Promotion details

  • Promotion title - enter a name for the promotion. This will be displayed in the list of promotins on the main Promotion tab.

  • Start and End date and time - the date and time range the promotion is valid. 

    • The End now button cancels an active promotion.

  • Price list selection

    • All - the coupon will apply to all eligible SKUs on all eligible price lists.

    • Select price list - the coupon will only apply to eligible SKUs from the price lists you select.

SKU selection

Target SKUs provides three different methods for choosing which SKUs the promotion applies to.

  • Inclusion list - SKUs that are eligible for the promotion.

  • Exclusion list - SKUs that are not eligible for the promotion.

  • All SKUs - all SKUs are eligible for the promotion. 

The Inclusion list and Exclusion list options both require further set up with the Browse SKUs or Bulk Upload SKUs features. 

  • The Browse SKUs modal has a drop-down menu at the left to filter SKUs by List of SKUs, Categories, or Attributes at the left. When List of SKUs is selected, use the search bar at the right to find SKUs by their title or ID. 

  • The Bulk Upload SKUs modal allows you to import a price list in .CSV format. There is also an option to download a template .CSV file to avoid errors when uploading.  

Promotion type

There are three types of promotions to choose from:

  • SKU - A discount applied based on SKUs in the customer's cart.

  • Quantity - A discount applied after a certain quantity of SKUs are added to a customer's cart.

  • Buy-Get - A discount applied on ad after a specific SKU is purchased.

Use the Add Notes section to jot down any important information while creating or updating a promotion. The notes section has a character limit of 100. Changes to the notes section replace prior versions of the notes. Prior versions of the notes are not saved for retrieval.

Promotions - setting up a promotion
Promotions - setting up a promotion

Use the Promotion type drop-down menu in conjunction with the Value field to choose whether the promotion will give the customer a Percentage off, an Amount off, or a discount applied to the shipping costs with Shipping off

When Shipping off is selected, the Shipping type and Shipping-Promotion-type drop-down menus appear. 

Use the Shipping-Promotion-type drop-down menu to choose between Percentage off, Amount off, or Free. The Value field will change based on selection to allow for a percentage, dollar amount, or disappear, respectively. 

Promotion - SKU promotion
Promotion - SKU promotion
Promotion Discount on Clearance Pricing

Each fabric customer account can be configured to further discount the SKUs with clearance prices. Consult with your fabric respresentative to set up this custom configuration. 

Enter a number in the Minimum quantity of SKUs field to set the minimum number of items the customer must have in their cart before being eligible for the promotion. 

Use the Promotion type drop-down menu in conjunction with the Value field to choose whether the promotion will give the customer a Percentage off or an Amount off.

The Add another tier feature allows you to create progressive promotions based on increasing minimum cart value thresholds. An example of a tiered promotion would be as follows: 

  • 10% discount once the cart reaches 3 items with eligible SKUs

  • 15% discount once the cart reaches 4 items with eligible SKUs

  • 20% discount once the cart reaches 5 items with eligible SKUs

Click the Add another tier button to add a tier and its corresponding Delete button to remove the tier. You can create up to six tiers.

Promotions - quantity promotion
Promotions - quantity promotion

Buy-Get promotions allow you to discount products when customers purchase them in a bundle. The most common use is as a “Buy one, get one” promotion.

Promotions - Buy-Get promotions
Promotions - Buy-Get promotions

Customer buys

Choose the SKUs a customer must purchase at full price to receive a discount.

SKUs - This option allows you to choose alternative sets of SKUs. A customer must purchase the required quantity from at least one SKU set.

Bundle - This option allows you to choose multiple sets of SKUs. A customer must purchase the required quantity from all SKU sets.

Use Browse SKUs to select the SKUs in the SKU set and enter the minimum quantity of SKUs that must be added to the cart.

Use + Add another set of SKUs to display an additional section for adding SKUs.

Each SKU set will be assigned a letter as an identifier, starting with A and going in alphabetical order.

Customer Gets

Choose the discounts the customer will receive.

  • SKU - Choose specific SKUs to be discounted. You can also specify if you would like to give an item for ‘free’. A ‘free’ item will be added to the response in the promotion evaluation API as a suggested item to be added to the cart.

  • Cart - This option allows you to choose to discount to total cart value by an amount or percentage.

  • Shipping - This option allows you to choose specific shipping methods to be discounted.

For the SKU option, you can select a set of SKUs that can be discounted. You can choose the same set you created before in the ‘customer buys’ section, or you can choose to create a new SKU set by clicking on + Add another set of SKUs.

Then choose the maximum quantity that can be discounted and how much they should be discounted by.

You can add additional sets of SKUs to be discounted by selecting + Add another discount. All SKU sets will be included when calculating the discount.

Promotions - Add another discount
Promotions - Add another discount

Please note:

  • The cheapest eligible SKU will be discounted first. For example, if there are three SKUs eligible for a discount but a maximum quantity of one, and the customer adds all three to their cart, we will apply the discount to the cheapest SKU.

  • The discount amount is applied to each unit. For example, if you have $10 off up to a maximum of six units, $10 will be discounted from each unit up to a total of six units.

Last update: May 25, 2022

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