Offers Quickstart

Basic steps to begin building your first promotion

Prior to using Offers, you must be an existing Product Information Manager (PIM) user. Without product data already uploaded into the Items tab in PIM, you will not be able to use Offers. 

The Promotions tab in Offers gives you the ability to create promotions ranging from large store-wide sales down to detailed, item-specific discounts and everything in between. The promotions you create in Offers discount the prices in your Product Detail Page (PDP) and Product Listing Page (PLP) in PIM.

Build a promotion
Launch Offers from the Copilot application.

Select Promotions from the left column and click the Create new promotion button.

In the Promotion details section, give the promotion a title, start date, and end date. Then choose whether you want the promotion to apply to any price list or a specific price list.

Offers Quickstart - setting up a promotion
Offers Quickstart - setting up a promotion

Under SKU selection, pick whether you would like to include or exclude certain SKUs from your promotion, or have the promotion apply to all SKUs.

Select the Promotion type by choosing whether you would like the promotion to apply to specific SKU(s), a customer’s Cart Value, or the Quantity of items in a customer’s cart. 

All three types of promotions let you offer customers a Percentage off or an Amount off their order, while SKU promotions have the additional option of a discount on Shipping. 

Tiers

The Cart Value and Quantity options allow you to create progressive promotions in Tiers for customers whose carts reach a certain minimum dollar amount or number of items. 

An example of a three-tiered promotion based on cart value would be a  10% discount once the customer’s cart reaches $100, a 15% discount once the cart reaches $150, and a 20% discount once the cart reaches $200.

Offers Quickstart - cart value tiers
Offers Quickstart - cart value tiers

Follow the same basic steps to build a coupon.

Last update: Jan 21, 2022

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