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How to create promotion?

How to access on Fynd Platform
  1. Platform Panel
  2. Sales Channel (select application)
  3. Marketing
  4. Promotion

To create a promotion on the sales channel, follow these steps:

Creating a Promotion​

Click on the Create button to start creating a new promotion.

Selecting the Promotion Type​

After clicking on Create, a dialog box will pop up where you can select the type of promotion. Available types include.

Once you've selected the type, click on Select and Proceed.

Entering Basic Details​

  1. Name: Enter the name of the promotion.
  2. Offer Label: Provide an offer label (optional).
  3. Offer Text: Add a brief promotional text to be displayed (optional).
  4. Description: Provide a detailed description of the promotion.
  5. Platform: Choose which platforms (Web, Android, iOS) this promotion should be applicable on.

Promotion Priority​

  1. Select Hero Promotion if this promotion should take precedence over all others.
  2. If not a Hero Promotion, select the Promotion Group (Product or Cart) and set its Priority. Higher numbers indicate higher priority.

Schedule​

Set the start date and end date of the promotion. These dates are mandatory.

Restrictions​

In this section, you can configure various restrictions for the promotion:

  1. Stackable: Allows customers to combine this promotion with other active promotions.
  2. Final Promo: Ensures no other promotion can be applied after this one.
  3. Return: Allows customers to return the products purchased under this promotion.
  4. Cancellation: Allows customers to cancel the products purchased under this promotion.

Applicable To​

The "Applicable To" section allows you to define which customers are eligible to avail the promotion. There are four options for customer targeting:

  1. All
    1. This option makes the promotion available to all customers, regardless of their registration status or customer group.
    2. How to Use: Select the All option, and the promotion will be applied to anyone visiting the platform.
  2. Group
    1. Use this option if you want the promotion to be available to a specific group of customers. Customer groups can be predefined based on specific criteria, such as membership tiers, loyalty programs, or other custom groupings.
    2. How to Use:
      1. Select the Group option.
      2. A dropdown will appear where you can select the relevant Customer Group from the available list.
      3. Max Usage Per Customer: Set the maximum number of times a customer can use this promotion.
      4. Once the promotion is live, only customers in the selected group will be able to avail of the promotion.
  3. Registered
    1. This option restricts the promotion to registered users. These are customers who have created an account on your platform.
    2. How to Use:
      1. Select the Registered option.
      2. Enter the start and end date for the promotion.
      3. Two sub-options will appear:
        1. Domain-Specific Promotion: You can target customers whose email address belongs to a specific domain (e.g., offering a special discount to employees of a company).
        2. Max Usage Per Customer: Set the maximum number of times a customer can use this promotion. Even if the promotion is live, customers will only be able to take advantage of it the limited number of times you have specified.
    3. Example: You could use this to offer a special promotion to employees of a company by restricting the promotion to users who registered with an @example.com email address.
  4. Guest
    1. This option makes the promotion available to customers who have not registered an account and are shopping as guests.
    2. How to Use: Select the Guest option, and the promotion will apply only to unregistered users checking out as guests.
    3. Example: If you want to attract new users to make a purchase, you can offer a guest-only promotion. This way, even if they aren't ready to create an account, the discount can encourage them to complete the checkout process. Offering such promotions can help reduce cart abandonment, and later, you can follow up with incentives to get them to register for an account.

Other Configuration​

In this section, you can set more specific restrictions:

  1. Max. Uses of Promotion: Enable this to restrict the total number of times the promotion can be used across all orders. For example, if the seller sets the maximum number of uses to 1000 within a certain time interval, the promotion will only apply to the first 1000 orders placed during that period.
    1. Additionally, if the seller has also set a Max Usage Per Customer limit, say 2, then each customer can use the promotion on their first two orders. After that, even if the total limit of 1000 orders is not yet reached, the promotion won’t apply to their third order.
  2. Bank Options: Select the specific payment methods that can be used with this promotion.

Ordering Stores​

Click on the dropdown to specify if the promotion is applicable to certain physical or offline stores.

Create Eligibility Rules​

Eligibility rules allow you to set parameters that define when a promotion can be applied. Using the dropdown options, you can create multiple rules and add further conditions within the rules.

Adding Eligibility Rules​

  1. Rule Builder:
    1. Click on "Add Rule" to define a new condition.
    2. Use the dropdown menu to choose the parameter you want to define, such as Cart Item Quantity, Cart Total, Selling Location, etc.
      1. Unique Line Item Quantity: Refers to the number of unique products in the cart.
        1. Use Case: Apply a promotion when a customer buys 3 or more different products.
          1. Example: "If unique line item quantity >= 3, apply 15% off."
      2. Cart Item Quantity: Refers to the total number of items in the cart, regardless of type.
        1. Use Case: Apply discounts based on the total quantity of items in the cart.
          1. Example: "If cart item quantity >= 5, give a 10% discount."
      3. Cart Total: Refers to the total value of the cart.
        1. Use Case: Set discounts or promotions based on the total cart value.
          1. Example: "If cart total > ₹2,000, apply free shipping."
      4. Selling Location: Refers to the location where the product is being sold.
        1. Use Case: Offer location-specific promotions.
          1. Example: "If selling location = Mumbai, give 5% off."
      5. Seller: Refers to the seller of the product.
        1. Use Case: Apply promotions only for certain sellers.
          1. Example: "If seller = 'Seller A', apply 20% off."
      6. Brand: Refers to the brand of the product.
        1. Use Case: Offer brand-specific discounts.
          1. Example: "If brand = Nike, apply 10% off."
      7. Exclude Brand: Excludes certain brands from the promotion.
        1. Use Case: Prevent certain brands from benefiting from a promotion.
          1. Example: "Exclude brand = Adidas from the discount."
      8. Category L3: Refers to the specific subcategory level 3 of the product.
        1. Use Case: Apply promotions based on very specific product subcategories.
          1. Example: "If category L3 = 'Running Shoes', apply 15% off."
      9. Exclude Category L3: Excludes certain subcategories from the promotion.
        1. Use Case: Prevent specific product subcategories from getting a discount.
          1. Example: "Exclude category L3 = 'Luxury Watches'."
      10. Category L1: Refers to the high-level category (level 1) of the product.
        1. Use Case: Apply broad category-based promotions.
          1. Example: "If category L1 = 'Apparel', apply 10% off."
      11. Exclude Category L1: Excludes certain top-level categories from the promotion.
        1. Use Case: Prevent specific categories from receiving a promotion.
          1. Example: "Exclude category L1 = 'Electronics'."
      12. Category L2: Refers to the mid-level category (level 2) of the product.
        1. Use Case: Apply promotions to mid-level product categories.
          1. Example: "If category L2 = 'Footwear', give 5% off."
      13. Exclude Category L2: Excludes certain mid-level categories from the promotion.
        1. Use Case: Prevent promotions from being applied to certain mid-level categories.
          1. Example: "Exclude category L2 = 'Luxury Bags'."
      14. Department: Refers to the department that the product belongs to.
        1. Use Case: Offer department-based promotions.
          1. Example: "If department = 'Men’s Fashion', apply 20% off."
      15. Product: Refers to a specific product.
        1. Use Case: Apply promotions to particular products.
          1. Example: "If product = 'Product A', apply 15% off."
      16. Unique Line Item Amount: Refers to the total amount of unique line items in the cart.
        1. Use Case: Apply discounts based on the total cost of distinct products in the cart.
          1. Example: "If unique line item amount >= ₹5,000, give 10% off."
      17. Zones: Refers to specific geographic zones.
        1. Use Case: Apply promotions to customers in certain zones.
          1. Example: "If zone = 'North India', give 5% off."
      18. Exclude Product: Excludes certain products from the promotion.
        1. Use Case: Prevent specific products from benefiting from the promotion.
          1. Example: "Exclude product = 'Product B' from the promotion."
      19. Product Tag: Refers to a specific tag or label assigned to a product.
        1. Use Case: Apply promotions based on product tags.
          1. Example: "If product tag = 'New Arrival', give 10% off."
    3. Each attribute in a promotion condition can have different parameters, and you can set conditions using operators such as equals (=), greater than (>), less than (<), greater than or equal to (>=), and less than or equal to (<=). Here’s how it works:
      1. Condition 1: The total quantity of items in the cart must be greater than or equal to (>=) 3.
      2. Condition 2: The cart's total value must be greater than (>) ₹2,000.
      3. Condition 3: The products must be from the brand equals (=) "Nike".
      4. By using these operators, you can set precise conditions for promotions. For example, you can set a promotion to apply when the quantity of items in the cart exceeds a specific number, or when the cart’s total value crosses a threshold, all while ensuring that only products from a particular brand qualify.
    4. Enter the appropriate value that the condition must meet.
  2. Combining Conditions:
    1. Click "AND" to add more conditions within the same rule.
    2. You can combine multiple conditions within a single rule, requiring all conditions to be met for the promotion to apply. For example, you can set a condition like "cart item quantity >= 2 AND total cart value > $50" to ensure both criteria are met before the promotion is applied.
    3. Similarly, click on "Add Rule" to create additional rules with separate conditions. Multiple rules can be used for laddering or stackable offers. For example:
      1. If the cart item quantity >= 2, then 20% off.
      2. Else if cart item quantity >= 4, then 40% off.
  3. Deleting Rules:
    1. If you wish to remove any added rule, click the delete icon next to the rule.

Example 1: Creating Eligibility Rules for a Promotion​

Let's create a scenario where a promotion applies only if the following conditions are met:

Example of Laddering:

  1. Condition 1: The total quantity of items in the cart must be greater than or equal to 3.
  2. Condition 2: The cart's total value must be greater than ₹2,000.
  3. Condition 3: The products must be from the brand "Nike".

In a laddering setup, you can create multiple offers that stack based on these conditions. For example:

  • If cart quantity >= 3, apply a 10% discount.
  • If cart quantity >= 5, apply a 20% discount.
  • If cart quantity >= 10, apply a 30% discount.
Step-by-Step Guide​
  1. Add Rule #1:
    1. From the dropdown, select Cart Item Quantity.
    2. Set the operator to >= (greater than or equal to).
    3. Enter the value as 3.
    4. Click "AND" to add another condition to this rule.
  2. Add Rule #2:
    1. From the new dropdown, select Cart Total.
    2. Set the operator to > (greater than).
    3. Enter the value as ₹2,000.
    4. Click "AND" to add another condition to this rule.
  3. Add Rule #3:
    1. From the dropdown, select Brand.
    2. Set the operator to = (equals).
    3. Enter the brand name as Nike.

At this point, the system will check if:

  • The cart contains 3 or more items,
  • The total value of the cart is greater than ₹2,000, and
  • The products are from the Nike brand.

If all these conditions are met, the promotion will apply.

Example 2: Excluding a Brand or Product​

Imagine you want to run a promotion on all items except products from the brand Lulu Lemon. In this case:

  1. Add Rule:
    1. From the dropdown, select Exclude Brand.
    2. Set the operator to =.
    3. Enter Lulu Lemon as the brand.

This rule ensures the promotion will not apply to any product under the Adidas brand.

Parameters Available in Dropdown​

Here is a list of all the available parameters you can select while creating eligibility rules:

  • Cart Item Quantity: The total number of products in the cart.
  • Cart Total: The total value of items in the cart.
  • Selling Location: The physical location where the sale is occurring (e.g., stores, malls, warehouses).
  • Seller: The seller responsible for the products.
  • Brand: The brand associated with the products.
  • Exclude Brand: The promotion does not apply to this specific brand.
  • Category L1, L2, L3: Product classifications like shoes, electronics, etc.
  • Exclude Category L1, L2, L3: Categories where the promotion should not apply.
  • Department: A segment or area within the seller's catalog.
  • Product: Specific products eligible for the promotion.
  • Exclude Product: Products that are excluded from the promotion.
  • Unique Line Item Quantity: The number of unique line items in the cart.
  • Unique Line Item Amount: The total value of unique items in the cart.
  • Zones: Geographical zones where the promotion applies.
  • Product Tags: Tags added to products for easier identification (e.g., 'New', 'Sale').

For more details on each parameter, click Available Parameters to view a helpful popup explaining each one.

Set Action​

In the Set Actions section, the promotion configuration allows you to define discount rules, conditional limits, and item criteria. Here's a detailed explanation of the fields:

Discount Type​

  • This dropdown allows you to choose the type of discount, e.g., Bundle Amount Discount.
  • Examples include: Buy 1 get ₹250 off, Buy 2 get ₹600 off, or Buy 3 get ₹1000 off.

Conditional Limits​

  • These are restrictions or boundaries that determine how the discount applies.
  • In the screenshot, the fields are:
    • Discount Amount: A fixed amount for the discount, e.g., ₹5000.
    • Offer Quantity: Defines how many items the promotion applies to.
  • Add a value on the right corresponding to the selected field (in the screenshot, it's the discount amount of ₹5000).

Buying Conditions​

  • These conditions define when the discount should apply based on customer actions or cart configurations.
  • Rule #1: This condition applies the discount if a rule (such as cart quantity, product brand, etc.) is met.
  • You can combine multiple rules by using the AND / OR operators:
    • AND means that all conditions must be met for the discount to apply.
    • OR means that if any of the conditions are met, the discount will apply.
  • Multiple rules can be added to create complex buying conditions.
  • Clicking the + button under Buying Conditions lets you add more rules or combinations of rules.

Item Criteria​

  • This defines which products or product categories are eligible for the promotion.
  • In the screenshot, you can see Selling Location being used as a criterion.
  • You can add other criteria like Exclude Product, Rules, Zones, etc.
  • Multiple locations or product criteria can be selected, and each will be evaluated against the rules.
  • Clicking the + Add Criteria button allows you to add more product/item-specific conditions.

At the bottom of the form, there's a plus (+) icon that allows you to add more discount actions along with additional conditions. For example, you could set up a promotion where buying 2 shirts grants a 30% discount, and if the customer buys 3 shirts, they receive an additional Rs. 500 off. This way, you can create multiple discount layers within a single promotion.

Promotion Examples​

Here are four examples based on the current promotion type ("X Percentage Value") with increasing complexity.

1. Simple Promotion Example​

  • Objective: Offer a 30% discount when the customer buys 2 shirts from any store in Mumbai.
  • Steps:
    • Discount Type: X Percentage Value
    • Discount Percentage: 30%
    • Buying Conditions:
      • Condition 1: Cart Item Quantity = 2
    • Item Criteria:
      • Selling Location: Mumbai stores only.

2. Moderately Complex Promotion Example​

  • Objective: Offer a 25% discount when the total cart value exceeds Rs. 3000 and the items are purchased from a "high street" store.
  • Steps:
    • Discount Type: X Percentage Value
    • Discount Percentage: 25%
    • Buying Conditions:
      • Condition 1: Cart Total > 3000
    • Item Criteria:
      • Selling Location: Store type = High Street.

3. Complex Promotion Example:​

  • Objective: Offer a 20% discount when the customer buys 3 or more shirts, and an additional Rs. 500 off if the cart total exceeds Rs. 5000. The discount is valid only in specific stores in Mumbai and Pune, and it should exclude specific brands like "Brand X."
  • Steps:
    • Discount Type: X Percentage Value
    • Discount Percentage: 20%
    • Buying Conditions:
      • Condition 1: Cart Item Quantity (Shirts) >= 3 (AND)
      • Condition 2: Cart Total > 5000 (OR)
    • Item Criteria:
      • Selling Location: Mumbai and Pune stores
      • Exclude Brand: Brand X
    • Additional Discount:
      • Add another action for Rs. 500 off when the Cart Total > Rs. 5000.

4. Very Complex Promotion Example​

  • Objective: Offer a multi-layered promotion:
    • 15% discount if the customer buys more than Rs. 2000 worth of products from any mall in Mumbai.
    • An additional 10% discount if the customer buys 2 or more shirts of "Brand Y" or "Brand Z."
    • Rs. 300 off if the cart contains 3 or more unique items from the electronics department.
    • The promotion applies only on weekends.
  • Steps:
    • Discount Type: X Percentage Value
    • Discount 1: 15%
      • Buying Condition:
        • Cart Total > 2000 (AND)
      • Item Criteria:
        • Selling Location: Store Type = Mall (Mumbai)
      • Time Criteria: Only available on weekends (set schedule in the earlier "Schedule" section).
    • Discount 2: 10%
      • Buying Condition:
        • Cart Item Quantity >= 2 (AND)
        • Brand: Brand Y or Brand Z
    • Additional Discount: Rs. 300 off for 3 unique items from the electronics department.
      • Buying Condition:
        • Unique Line Item Quantity > 3
      • Item Criteria:
        • Department: Electronics

How to Apply​

  • For the simple example, focus on specific, easy-to-configure conditions like the number of items or cart value.
  • The moderate and complex examples introduce more rules such as excluding certain brands, combining multiple conditions (e.g., using AND/OR), and layering discounts based on different cart values or product criteria.
  • The very complex example introduces department-specific promotions, brand exclusions, weekend-based promotions, and unique item conditions, demonstrating the full potential of the promotion creation system.

Saving and Finalizing a Promotion​

After configuring your promotion with all the necessary details—such as scheduling, conditions, incentives, and user-specific settings—it’s time to save or submit your promotion for approval. Here’s how to proceed:

  1. Save as Draft:
    If you’re not ready to finalize the promotion just yet, select Save as Draft. This will allow you to store your promotion without making it live. You can come back to it later to make further adjustments or finalize it when you’re ready.

  2. Send for Review:
    If your organization follows a review process, select Send for Review once you’ve completed the setup. The promotion will be locked for editing until the reviewer either approves or rejects it. You will be notified of their decision, and if rejected, you’ll have the opportunity to edit and resubmit.

  3. Create:
    If you have the necessary permissions, or if no review process is required, click Create to finalize and activate the promotion. The promotion will go live based on the schedule you’ve set, or immediately if no specific schedule was configured.

  4. Three Dots (More Options):
    Next to the Create button, you’ll find a three-dots menu offering additional options:

    • Preview: Use this option to preview the promotion setup and ensure that everything is configured correctly before finalizing it.
    • Clone: If you need to create similar promotions with slight adjustments, use the Clone option to duplicate the promotion. This will allow you to make minor changes without starting from scratch.

By following these steps, you can save, submit for review, or create your promotion based on your role and organizational workflow.

note

  • Read-Only Role: Users with Read-Only access can only view the existing promotion but cannot create, edit, or approve them. This role is suitable for users who need visibility into the offers but don't need to manage them.

  • All Access Role: Users with All Access can create and approve promotion themselves without needing a separate review. They can:

    • Create promotion.
    • Bypass the review process and make the promotion live directly by scheduling it.
    • Edit or update the promotion as needed before making them live.

Different Type of Promotion with Examples​

X Percentage Value​

  • X Percentage Value means that a percentage discount will be applied to the item or group of items based on certain conditions.
  • You need to define what percentage of the total price will be reduced.

Conditional Limits​

  • Conditional Limits define additional restrictions on how the promotion will be applied. You can add multiple conditions based on your business needs.
  • Initially, there is a Discount Percentage field where you enter the percentage of the discount.
  • When you click on Add Value, it opens an option for Offer Quantity. This can be used to specify a minimum quantity that the customer must purchase to avail the discount.
  • Clicking Add Value again opens Maximum Discount Amount, where you can specify the maximum amount of discount the customer can get on the total purchase, regardless of the percentage or quantity conditions.

Field to Enter Values​

  • For Discount Percentage, Offer Quantity, and Maximum Discount Amount, there are corresponding fields on the right side where you will enter the actual numeric values.
  • For example:
    • Discount Percentage: Enter the percentage you want to offer (e.g., 20%).
    • Offer Quantity: Enter the minimum quantity required (e.g., Buy at least 2 items).
    • Maximum Discount Amount: Set a cap (e.g., max ₹500 discount).

Example 1: Simple Promotion for 10% Discount on All Orders Above ₹1000​

Step-by-Step:

  1. Discount Type:
    1. Choose X Percentage Value.
  2. Conditional Limits:
    1. Discount Percentage: Set 10 (for 10% off).
    2. You can skip adding more conditions here if you don't need quantity or maximum discount restrictions.
  3. Buying Conditions:
    1. Add a buying condition if you want to restrict the discount to certain products, categories, or price thresholds.
    2. For this example, let's add a rule like "Subtotal greater than ₹1000."
      1. Buying Conditions > Add Rule > Subtotal > Enter Value: 1000.
  4. Item Criteria:
    1. If you want to restrict the promotion to specific locations or products, you can add item criteria.
    2. Example: Restrict it to items sold from a specific store location.
Result:​

This creates a simple promotion where customers get 10% off on their total cart value, but the order must be above ₹1000.

Example 2: 15% Discount on Minimum Purchase of 3 Items, with a Maximum Discount of ₹2000​

Step-by-Step:

  1. Discount Type:
    1. Choose X Percentage Value.
  2. Conditional Limits:
    1. Discount Percentage: Set 15 (for 15% off).
    2. Offer Quantity: Add a rule to set the minimum quantity.
      1. Set the minimum Offer Quantity to 3 (i.e., customer needs to buy at least 3 items).
    3. Maximum Discount Amount: Add a rule to cap the maximum discount to ₹2000.
  3. Buying Conditions:
    1. You can choose to set additional conditions if needed. For example:
      1. "Subtotal greater than ₹5000" can be added.
      2. Add Rule > Subtotal > Enter Value: 5000.
  4. Item Criteria:
    1. You can further refine it to specific products or categories if desired.
    2. Example: Restrict it to only clothing or a specific product category.
Result​

This creates a promotion where the customer gets 15% off if they buy at least 3 items and the discount will not exceed ₹2000 even if they buy more.

Buy X Items Get Y Items Free​

Conditional Limits Breakdown:​

  1. Offer Quantity: This field allows the merchant to define the quantity of items the customer needs to buy (X) to get the free items (Y).
    1. For example, if you want to set up a promotion like "Buy 2 Get 1 Free," you would set the Offer Quantity to "2" to trigger the free item.
  2. Maximum Usage Per Transaction: This field limits how many times this promotion can be applied in a single transaction.
    1. For example, if this is set to 1, the customer can only use the promotion once in their cart. If set to 2, they can use it twice (e.g., buy 4 and get 2 free).

After adding the first conditional limit (Offer Quantity), you can click +Add Value to open additional options, like setting the Maximum Usage Per Transaction. Enter the appropriate values on the right side for each condition.

Example 1: Simple Promotion - Buy 2 Items, Get 1 Free​

This is a basic promotion where a customer buys two items and gets one free, and they can only apply this offer once per transaction.

  1. Discount Type: Select "Buy X Items Get Y Items Free."

  2. Offer Quantity: Set the value to 2 (customer needs to buy 2 items).

  3. Add Value: Click the "+Add Value" link to add a second condition.

  4. Maximum Usage Per Transaction: Set this value to 1, limiting the promotion to one use per transaction.

  5. Buying Conditions: You can add conditions like:

    • Selling Location: Specify locations where this offer applies.
    • Product Tags: Limit this offer to specific tagged items.

Final Promotion: "Buy 2 items, get 1 free" only once per transaction.

Example 2: Moderate Complexity Promotion - Buy 3 Items, Get 2 Free with a Maximum of 2 Offers Per Transaction​

This promotion is more complex as it allows the offer to be applied multiple times per transaction.

  1. Discount Type: Select "Buy X Items Get Y Items Free."
  2. Offer Quantity: Set the value to 3 (customer needs to buy 3 items).
  3. Add Value: Click the "+Add Value" link to add a second condition.
  4. Maximum Usage Per Transaction: Set this value to 2, meaning the promotion can apply up to two times in a single transaction.
    1. Example: Buy 6 items and get 4 free in one transaction.
  5. Buying Conditions: You can add conditions like:
    1. Selling Location: Specify locations where this offer applies.
    2. Product Exclusions: Exclude specific products from the promotion.

Final Promotion: "Buy 3 items, get 2 free," applied up to two times in a single transaction.

Buy X Items at Absolute Amount​

In this promotion type, the customer can buy a specified quantity of items at a fixed price (absolute amount). This is commonly used in promotions such as "Buy 2 items for $50."

Conditional Limits Breakdown​

  1. Offer Quantity: This field lets you define how many items (X) the customer must buy to receive the fixed price.
    1. For example, if you want customers to buy 2 items for a total price of $50, you will set the Offer Quantity to 2.
  2. Discount Price: This is the total price the customer will pay for the specified quantity of items.
    1. Continuing the above example, set the Discount Price to 50 (i.e., $50).

Once the first conditional limit (Offer Quantity) is set, you can add additional limits like Discount Price by clicking on the + Add Value link, which allows further customization.

Example 1: Simple Promotion - Buy 2 Items for $30​

In this example, the customer buys two items and pays a total price of $30.

  1. Discount Type: Select "Buy X Items at Absolute Amount."

  2. Offer Quantity: Set this value to 2 (the customer must buy 2 items).

  3. Add Value: Click on + Add Value to add the discount price.

  4. Discount Price: Set this value to 30 (the total price the customer will pay for 2 items).

  5. Buying Conditions: Add criteria such as:

    • Product Tags: Limit the promotion to certain tagged products.
    • Selling Location: Specify which store locations the offer applies to.

Final Promotion: "Buy 2 items for $30," applicable to specific products and locations.

Example 2: Moderate Complexity Promotion - Buy 3 Items for $75 with Specific Product Exclusions​

This is a more advanced promotion where the customer must buy 3 items, but the offer is only valid for selected products, excluding certain categories.

  1. Discount Type: Select "Buy X Items at Absolute Amount."

  2. Offer Quantity: Set this value to 3 (the customer must buy 3 items).

  3. Add Value: Click + Add Value to add the discount price.

  4. Discount Price: Set this value to 75 (the customer will pay $75 for the 3 items).

  5. Buying Conditions: Use this to fine-tune the promotion:

    • Product Exclusions: Exclude specific categories or products from the promotion (e.g., electronics).
    • Selling Location: Set specific store locations where the promotion is valid.
    • Item Count or Cart Total: Set additional rules on how this promotion applies, such as requiring a minimum cart value.

Final Promotion: "Buy 3 items for $75," applicable only to specific products and excluding certain categories.

Free Shipping​

In this promotion type, the merchant can offer free shipping based on the conditions they set. Free shipping promotions are popular and effective in encouraging customers to complete purchases by reducing their total order cost.

Conditional Limits Breakdown:​

Discount Percentage: This allows you to offer a percentage-based discount on the shipping cost. In most free shipping promotions, this is set to 100%, effectively covering the entire shipping cost.

  • For example, if you want to offer 100% free shipping, set the Discount Percentage to 100.

Once the first conditional limit (Discount Percentage) is set, you can add additional values to further customize the promotion. For instance, you can click on + Add Value to include another condition, such as a minimum cart value for the promotion to be applied.

Example 1: Simple Free Shipping Promotion for All Orders​

This example will offer free shipping for all orders, with no minimum purchase requirement.

  1. Discount Type: Select "Free Shipping."

  2. Discount Percentage: Set this value to 100% (the full shipping cost will be discounted).

  3. Buying Conditions: Add criteria to further refine the promotion:

    • You can choose All Orders, meaning any order placed will qualify for free shipping.
    • Optionally, add conditions based on specific selling locations or specific shipping regions.

Final Promotion: "Free shipping on all orders," applicable across all locations or a specific location.

Example 2: Moderate Free Shipping Promotion with Minimum Cart Value​

In this example, customers must have a minimum cart value of $100 to qualify for free shipping.

  1. Discount Type: Select "Free Shipping."

  2. Discount Percentage: Set this value to 100% (the full shipping cost will be discounted).

  3. Add Value: Click + Add Value to add an additional limit or condition.

  4. Conditional Limit: Set a minimum cart value of $100 for the free shipping to apply.

  5. Buying Conditions: Add further conditions like:

    • Product Categories: Specify that only certain product categories (e.g., electronics) will qualify for free shipping.
    • Selling Location: Set the location or region where the free shipping will apply.

Final Promotion: "Free shipping on orders over $100," applicable to specific product categories and selected regions.

Free Gift Items​

This promotion type allows you to offer free gift items when certain conditions are met, such as when a customer buys a specific quantity of items.

Conditional Limits Breakdown:​

  • Offer Quantity: Define the quantity of items required to trigger the free gift offer.
  • Maximum Usage per Transaction: Limit the number of times this promotion can be applied in a single transaction.
  • Apportion Discount: Decide if you want the value of the free gift to be spread across other items in the cart or treated separately.

Example 1: Simple Free Gift Offer (Easy)​

Here, we are offering 1 free gift item when a customer buys 3 shirts.

  • Discount Type: Free Gift Items
  • Offer Quantity: Set to "3" (This means a customer needs to buy 3 items to get the free gift).
  • Maximum Usage per Transaction: Set to "1" (Only one free gift allowed per transaction).
  • Apportion Discount: Leave this off if you want the free gift item to be given as-is without distributing the discount.

Example 2: Free Gift with Multiple Items and Apportioning Discount (Moderate)​

Here, we are offering 2 free gift items when a customer buys 5 or more products, and the discount should be apportioned across the products.

  • Discount Type: Free Gift Items
  • Offer Quantity: Set to "5" (A customer needs to buy at least 5 items to qualify for 2 free gifts).
  • Maximum Usage per Transaction: Set to "2" (Allow up to 2 free gifts per transaction).
  • Apportion Discount: Enable this to spread the value of the free gifts across other items in the cart.

Bundle Percentage Discount​

In this promotion type, the merchant can offer a percentage discount on a set of bundled products. This type of promotion is ideal for encouraging customers to purchase multiple items together by offering a discount on the total price of the bundle.

Conditional Limits Breakdown:​

  1. Discount Percentage: This allows you to offer a percentage-based discount on the total value of the bundled products.
    1. For example, if you want to offer a 20% discount on the bundle, set the Discount Percentage to 20.
  2. Offer Quantity: You can set the number of items that need to be bought as part of the bundle to trigger the discount.
    1. For example, if the customer needs to buy at least 3 items to get the discount, set the Offer Quantity to 3.
  3. Maximum Discount Amount: (Optional) You can set a maximum limit on the discount, which ensures the promotion does not exceed a certain value.
    1. For instance, you can limit the discount to $50 if the percentage-based discount exceeds that amount.

Once the first conditional limit (Discount Percentage) is set, you can add additional conditions by clicking on + Add Value. For instance, you could add a condition like the Offer Quantity to specify the minimum number of items in the bundle or set a Maximum Discount Amount to limit the total discount a customer can receive.

Example 1: Simple Bundle Promotion with Percentage Discount​

This example will offer a 10% discount on any purchase of 2 or more items.

  1. Discount Type: Select Bundle Percentage Discount.

  2. Discount Percentage: Set this value to 10% (the total value of the bundle will be discounted by 10%).

  3. Offer Quantity: Set this to 2 (the customer needs to purchase at least 2 items to receive the discount).

  4. Buying Conditions: You can add criteria like specific categories or items:

    • Optionally, set a condition for the promotion to apply to all items, or only specific product categories (e.g., "Applies only to shoes").

Final Promotion: "Get 10% off when you buy 2 or more items."

Example 2: Moderate Bundle Promotion with Maximum Discount Cap​

In this example, customers receive a 30% discount when they buy 3 or more items, but the total discount cannot exceed $50.

  1. Discount Type: Select Bundle Percentage Discount.

  2. Discount Percentage: Set this value to 30% (the total value of the bundle will be discounted by 30%).

  3. Offer Quantity: Set this to 3 (the customer needs to purchase at least 3 items to receive the discount).

  4. Add Value: Click + Add Value to add another limit or condition.

  5. Maximum Discount Amount: Set a maximum discount value of $50.

  6. Buying Conditions: You can further refine the promotion by specifying:

    • Product Categories: For example, set this promotion to apply only to specific categories (e.g., apparel or electronics).
    • Selling Location: Optionally, set the location or region where this promotion will apply (e.g., only to online purchases or in a specific store).

Final Promotion: "Get 30% off when you buy 3 or more items, up to a maximum of $50," applicable to selected product categories or locations.

Bundle Percentage Discount​

In this promotion type, the merchant can offer a percentage discount based on a purchase threshold. For instance, once a customer buys a certain amount, they will be eligible for a percentage discount on their purchase. Conditional Limits Breakdown:

  1. Discount Percentage: This field allows the merchant to define the percentage of the discount offered when the conditions are met.
    1. Example: If a customer spends $100, they receive a 20% discount on their total order.
  2. Maximum Discount Amount: You can add a limit to the maximum amount that can be discounted, ensuring the promotion does not result in excessive discounts.
    1. Example: Even if the customer spends $500, the discount cap can be set at a maximum of $50.

After setting the Discount Percentage, merchants can click + Add Value to set a Maximum Discount Amount or other conditions based on the purchasing behavior.

Example 1: Simple Buy $100, Get 20% Off Promotion​

This promotion will give a 20% discount when a customer spends a minimum of $100.

  1. Discount Type: Select "Buy X amount and Get Y percentage off."
  2. Discount Percentage: Set this value to 20%.
  3. Maximum Discount Amount (optional): If you do not wish to cap the discount, leave this blank or set a high value.
  4. Buying Conditions: Set the purchase threshold to $100.

Final Promotion: "Spend $100 and get 20% off your order."

Example 2: Moderate Buy $200, Get 30% Off, Max $60 Discount​

This example adds a cap to ensure that even if a customer spends a significant amount, the discount remains within reasonable limits.

  1. Discount Type: Select "Buy X amount and Get Y percentage off."
  2. Discount Percentage: Set this value to 30%.
  3. Maximum Discount Amount: Set this value to $60.
  4. Buying Conditions: Set the purchase threshold to $200.

Final Promotion: "Spend $200 and get 30% off, with a maximum discount of $60."


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