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Creating a Promotion in Promotions Builder

Creating a Promotion​

  1. Go to STORE > Promotions Builder.
  2. Click Add Promotion.
  3. Enter a name for the promotion in the Name field.
  4. Enter a description for the promotion in the Description field.
  5. Select the start date in the Start Date field.
  6. Select the end date in the End Date field.
  7. Enter the priority number in the Assign a priority field. This field determines the order of the stackable promotions that can be applied simultaneously. Each promotion must have a unique priority number. If you assign a priority number that is already in use by another promotion, you will receive an error message.

This step is optional. If a priority is not assigned, promotions will be applied in the order of their creation dates, with the newest promotions applied first and discounted prices calculated against any previously-discounted item prices.

  1. Select the Enabled toggle to activate the promotion. It is disabled by default.
  2. Select the Stackable toggle to allow multiple promotions to be stacked. This option is disabled by default and controls whether a promotion can be stacked with others. If this toggle is not enabled, no other promotion can stack on top. The promotion with the highest priority will take precedence. See Stacking and Prioritizing
  3. (Optional) Select the Coupon-driven checkbox to manually create a single code. If not selected, a promotion code is automatically generated for you.
  4. In the Create your rules section, create a rule by adding at least one condition and one action. See Setting up a Promotion and Creating Actions.
  5. Click Create Promotion to save.

Setting up a Promotion​

In the Create your rules section, do the following:

  1. Select a currency for the promotion in the Currency field.
  2. Choose eligible catalogs for the promotion in the Catalog field.
  3. Under Conditions, select all to apply all conditions.
  • Cart: Configure the promotion by setting either a minimum cart subtotal or quantity of cart items. You can also add conditions to exclude certain items from the cart eligibility. See Creating a Cart Condition.
  • Cart Items: Specify the desired product quantity or value. You can also add exclusions that will not contribute to the cart eligibility. See Creating a Cart Items Condition.
  • Custom Attributes: Define conditions based on custom attributes. See Adding Cart Custom Attributes.

Creating a Cart Condition​

  1. Select Cart in the Conditions section.
  2. Set the basic conditions:
  3. Choose either Subtotal or Items quantity to specify a condition for the cart.
  4. Select an operator from the following options:
  • is equal to
  • is greater than
  • is equal or greater than
  • is less than
  • is equal or less than
  1. If you selected Subtotal, enter the desired amount. This value is used to determine the subtotal of the cart, based on the operator selected in the previous step. For example, if you selected the is greater than operator, the Subtotal must exceed the specified amount.
  2. If you selected Items quantity, enter the required quantity.

You can add multiple conditions according to your business requirements.

  1. Define exclusions. To exclude items from the promotion, either select copy exclusions from actions, or select Add an exclusion and then make changes as needed. See Adding Exclusions.
  2. Click Done to apply the conditions.

Creating a Cart Items Condition​

  1. Select Cart Items in the Conditions section.
  2. Choose is to include cart items in the promotion.
  3. Specify the type of cart items:
  • product: Select the + icon. Then, in the Select Product window either select a product from the list or include a custom SKU in the Add Custom SKU field. For instructions on searching for products in the Select Product window, see Searching for Products.
  • node/hierarchy (category): Select the + icon and select the hierarchy checkbox. Then, click the hierarchy if you want to add nodes to your promotion conditions.
  • attribute: Select the template from the list, select the attribute, and then set the value for the selected attribute.

  1. Define exclusions. To exclude items from the promotion, either select copy exclusions from actions, or select Add an exclusion and then make changes as needed. See Adding Exclusions..

  2. Click Done to apply the conditions.

note

You can exclude cart items only if you selected node/hierarchy (category) or attribute while specifying the type of cart items you want to apply to the condition.

Adding Cart Custom Attributes​

To ensure discounts function properly, create a cart custom attribute for the cart. See Create a Cart with Custom Attributes.

For example, you may want to add a custom attribute for a customer’s membership level.

  1. Select Custom Attributes in the conditions section.
  2. Enter the name of your attribute key. For example, you can enter membership level.
  3. Choose one of the following types depending on your attribute key.
  • String
  • Float
  • Integer
  • Boolean
  1. Enter the specific value depending on your attribute. For example, gold or silver.
  2. Click Done to apply the changes.

Creating Actions​

Actions define what happens when the shopper meets the conditions. This includes the type of discount applied and how it impacts eligible item.

You can create the following actions:

Creating a Cart Discount Promotion​

To create a cart discount promotion, do the following:

  1. Select Cart Discount in the Actions section.
  2. Select percentage or amount.
  3. If you selected percentage, enter the percentage to be included as the cart total discount.
  4. If you selected amount, specify the amount for the cart total discount.
  5. Define exclusions. To exclude items from the promotion, either select copy exclusions from conditions, or select Add an exclusion and then make changes as needed. See Adding Exclusions.
  6. Select + more options. This option is available only when you choose percentage.
  7. Enter the maximum allowed discount in the value field.
  8. Click Done.

Creating an Item Discount Promotion​

To create an item discount promotion, do the following:

  1. Select Item(s) Discount in the Actions section.
  2. Choose percentage, amount, or fixed price.
  3. Enter the value in the value field based on your selection in the previous step.
  4. If you selected fixed price, enter the number of quantities in the quantity field.
  5. Choose how the discount applies to items. Select all, cheapest, or most expensive items in cart. The default value is all.
  6. If you selected the cheapest or most expensive options, select quantities for the items to be included in the cart.
  7. Define exclusions. To exclude items from the promotion, either select copy exclusions from conditions, or select Add an exclusion and then make changes as needed. See Adding Exclusions.
  8. Select + more options.
  9. In the value field, enter the value to assign a maximum allowed discount for the promotion. This field is shown only if you choose percentage as your discount type.
  10. Enter the maximum number of items allowed per SKU in the Quantity field.
  11. Click Done.

Creating a BXGY Promotion​

To create a BXGY promotion, do the following:

  1. Select the required conditions. See Setting up a Rule Promotion.
  2. Select BXGY in the Actions section.
  3. Select either percentage or amount discount.
  4. If you selected percentage, enter the percentage value.
  5. If you selected amount, specify the amount for the promotion.
  6. Select all, cheapest, or most expensive items in the cart to qualify for the promotion.
  7. Specify the type of items to include in the promotion from the following options:
  • product: Select the + icon. Then, in the Select Product window either select a product from the list or include a custom SKU in the Add Custom SKU field. For instructions on searching for products in the Select Product window, see Searching for Products.
  • node/hierarchy (category): Select the + icon and select the hierarchy checkbox. Then, click the hierarchy if you want to add nodes to your promotion.
  • Attribute: To add the attribute, do the following:
    1. Select the template from the list.
    2. Select the attribute from the list.
    3. Select the value from the list corresponding to the chosen attributes.
  1. Define exclusions. To exclude items from the promotion, either select copy exclusions from conditions, or select Add an exclusion and then make changes as needed. See Adding Exclusions.
  2. Click + more options.
  3. Enter the value to assign a maximum allowed discount for the promotion. This field is shown only if you choose percentage as your discount type.
  4. Enter the maximum number of items allowed per SKU in the Quantity field.
  5. Click Done to apply the changes.
note

You can exclude items from promotion only if you selected node/hierarchy (category) or attribute while specifying the type of cart items.

Creating a Shipping Promotion​

To create a shipping discount promotion, do the following:

  1. Select Shipping in the Actions section.
  2. Select a percentage, an amount or a fixed price.
  3. Enter the value in the value field based on your selection in the previous step.
  4. (Optional) If there is targeted shipping type for discount, then select + more options.
  5. Check the checkbox Apply discount to.
  6. Enter the shipping type value that matches targeted cart shipping group shipping_type value and hit Enter. For example, "fedex", "UPS".
  • You can add more than one.
  1. Click Done to apply the changes.

Adding Exclusions​

Exclusions allow you to exclude specific items from the promotion, ensuring they are not eligible for the discount. To exclude certain items from a promotion, follow these steps:

  1. Select Add an exclusion.
  2. Choose one of the following exclusion types:
  • product: Enter the values directly or select view list. In the Select Product window, either choose a product from the list or enter a custom SKU. in the Add Custom SKU field. For instructions on searching for products in the Select Product window, see Searching for Products.
  • node/hierarchy (category): Either enter the unique identifiers directly or select view list, then select the checkboxes for the desired nodes/hierarchies(categories).
  • attribute: Select the template from the list, choose the attribute, and then set the value for the selected attribute.
  1. Click Done to apply the exclusions.

Adding Inclusions​

Inclusions allow you to include specific items from the parent conditions or actions to narrow down the target items. Inclusions are available in Cart, Cart Items conditions and the BXGY action.

To include items for a Cart condition, follow these steps:

  1. Under the Cart condition, click Assign specific item(s) for eligibility.
  2. Choose one of following inclusion types:
  • node/hierarchy (category): Either enter the unique identifiers directly or select view list, then select the checkboxes for the desired nodes/hierarchies(categories).
  • attribute: Select the template from the list, choose the attribute, and then set the value for the selected attribute.
  1. Click Done to apply the inclusions.

To include items for a Cart Items condition, follow these steps:

  1. Under the Cart Items condition, choose one of following options:
  • node/hierarchy (category): Either enter the unique identifiers directly or select view list, then select the checkboxes for the desired nodes/hierarchies(categories).
  • attribute: Select the template from the list, choose the attribute, and then set the value for the selected attribute.
  1. Click Assign specific item(s) for eligibility.
  2. Choose one of following inclusion types:
  • node/hierarchy (category)
  • attribute
  1. Click Done to apply the inclusions.

To include items for a BXGY action, follow these steps:

  1. Select Buy X, Get Y action.
  2. Choose one of following item options as higher level target:
  • product
  • node/hierarchy (category)
  • attribute
  1. Click Assign specific item(s) for discount.
  2. Choose one of following inclusion types to narrow down the items for discount:
  • node/hierarchy (category)
  • attribute
  1. Click Done to apply the inclusions.

Searching for Products​

To find specific products to include in your promotion, follow these steps in the Search Product Window:

  1. In the first column, select the drop-down arrow and choose any one of the following options to search for the product based on:
  • SKU
  • Name
  • Slug
  • UPC/EAN
  • MPN
  • Description
  1. In the next column, select the drop-down arrow and choose any one of the following options:
  • is
  • is like
  • ends with
  • starts with
  1. In the Find product field, enter the desired value based on your selection in the previous steps.
  2. Select Search.

Duplicating a Promotion​

You can duplicate an existing promotion and reuse its details as required in a new promotion. The date and priority fields are not included in the duplication.

  1. Go to STORE > Promotions Builder.
  2. To duplicate a promotion, follow one of these steps on the All Promotions page:
  • In the Actions column, click the ellipsis next to the promotion's name, then select Duplicate.
  • Open the promotion you want to duplicate, and click Duplicate at the bottom of the page.

The duplicated promotion opens. Make the necessary updates, then click Create Promotion to save the new promotion.

Editing Custom Fields in a Promotion​

In order to use custom fields in Promotions Builder, you need to create flows in the store. See Creating FLows for how to create flows. The slug value for promotions builder is rule-promotions. Once you have created the flows and field, then you can edit the custom fields in promotions builder.

  1. In the promotions builder editing page, locate the Custom Fields at the bottom of page.
  2. Expand the section.
  3. Edit the fields.
  4. Click Save to save the changes.

Searching for Promotions​

You can search for promotions from the promotions list page via promotion name and promotion code.

  1. On the Promotions Builder list page, click Add Filter or select the dropdown Promotion Name on the right.
  2. Use the available filters to search for a promotion by name.
  3. Optionally, add Coupon Code to the filter to find promotions containing a specific coupon code. Both Promotion Name and Coupon Code can be used together in the filter to narrow down your search.