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Creating a Promotion in Promotions Builder

Creating a Promotion​

  1. Go to Merchandise > 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. (Optional) 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. 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.
  8. Select the Enabled toggle to activate the promotion. It is disabled by default.
  9. 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
  10. (Optional) Select the Override Stacking toggle under Advanced settings to allow the promotion stack with other promotions that are typically non-stackable. Default is false when not set. When set to true, the promotion can stack with promotions configured as non-stackable, unless those non-stackable promotions also override stacking. See Override Stacking
  11. (Optional) Select the Coupon-driven toggle to manually create a single code. If the toggle is off, a promotion code is automatically generated for you. Default is ON.
  12. 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.
  13. Click Create promotion to save.

Setting up a Promotion​

In the Create your rules section, create conditions for a cart to qualify for the discounts:

  1. Select a currency for the promotion in the Currency field. If not selected, it will use store's default.
  2. Choose eligible catalogs for the promotion in the Catalog field. If not selected, it will apply to all.
  3. Under Conditions, select all or any to apply conditions.
  • Cart condition: 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.
  • Item condition: Specify the desired product quantity or value. You can also add exclusions that will not contribute to the cart eligibility. See Creating an Item Condition.
  • Custom attribute condition: Define conditions based on cart custom attributes. See Creating Custom Attribute Condition.

Creating a Cart Condition​

  1. Select Cart condition in the Conditions section.
  2. Set the basic conditions:

  • Choose either Subtotal or Items quantity to specify a condition for the cart.

  • 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

  • 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.

  • If you selected Items quantity, enter the required quantity.

  • You can add multiple conditions according to your business requirements.

  1. (Optional) Refine condition. Refine condition allows you to exclude or include items. Click on the +refine in the condition editor.
  • To exclude items from the condition, either select copy exclusions from actions, or select one of the options under Add an exclusion and then make changes as needed. See Adding Exclusions.
  • To include items for the condition, select one of the options under sub-total must come from. See Adding Inclusions.
  1. Click Done to apply the conditions.

Creating an Item Condition​

  1. Select Item condition in the Conditions section.
  2. 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.
  • group of items: Select a group of items by clicking the +refine to specify the item condition.
  1. (Optional) Refine condition. Refine condition allows you to exclude or include items. Click on the +refine in the condition editor.
  • To exclude items from the condition, either select copy exclusions from actions, or select one of the options under Add an exclusion and then make changes as needed. See Adding Exclusions.
  • To include items for the condition, select one of the options under Item must also belong to. See Adding Inclusions
  1. 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.

Creating Custom Attribute Condition​

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

For example, you want to create a promotion condition for the cart that has the custom attribute of membership.

  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 carts meet the conditions. This includes the type of discount applied and how it impacts eligible items.

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. (Optional) Refine action for exclusions and limitations. Click +refine.
  • To exclude items from the discount, Select one of options under Add an exclusion:. See Adding Exclusions.
  • To set discount amount limits (only for percentage discount), select Maximum allowed discount. Enter the maximum allowed discount in the value field.
  1. Click Done to apply the changes.

Creating an Item Discount Promotion​

To create an item discount promotion, do the following:

  1. Select Item 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. (Optional) Refine action for exclusions and limitations. Click +refine.
  • To exclude items from the discount, Select one of options under Add an exclusion:. See Adding Exclusions.
  • To set discount amount limits (only for percentage discount), select Maximum allowed discount. Enter the maximum allowed discount in the value field.
  • To set the max quantity of the same SKUs can get discount, select Maximum quantity of same SKUs. Enter the maximum allowed quantity value.
  1. Click Done to apply the changes.

Creating a BXGY Promotion​

To create a Buy X, Get Y discount promotion, do the following:

  1. Select the required conditions. See Setting up a Rule Promotion.
  2. Select Buy X, Get Y discount in the Actions section.
  3. Select either percentage or amount or fixed price discount.
  4. If you selected percentage, enter the percentage value.
  5. If you selected amount, specify the amount for the promotion.
  6. If you selected fixed price, specify the amount and quantity.
  7. Select all, cheapest, or most expensive items in the cart to qualify for the promotion.
  8. 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.
  • group of items: Select a group of items by clicking the +refine to select items.
  1. (Optional) Refine action for exclusions and limitations. Click +refine.
  • To exclude items from the discount, Select one of options under Add an exclusion:. See Adding Exclusions.
  • To include items for the discount (for node/hierarchy (category) or Attribute), select one of the options under Item must also belong to. See Adding Inclusions
  • To set discount amount limits (only for percentage discount), select Maximum allowed discount. Enter the maximum allowed discount in the value field.
  • To set the max quantity of the same SKUs can get discount, select Maximum quantity of same SKUs. Enter the maximum allowed quantity value.
  1. 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 click +refine.
  5. Select Add shipping method or servixe
  6. Check the checbox for Apply discount to. 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 shipping type values.
  1. Click Done to apply the changes.

Creating a Bundle Promotion​

To create a bundle promotion, do the following:

  1. Select Item condition in the Conditions section.
  1. Select group of items
  2. Select one of the following options to target items:
  • Add 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.
    • (Optional): +refine to set the minimum quantity required.
  • Add node/hierarchy (category): Either enter the unique identifiers directly or select view list, then select the checkboxes for the desired nodes/hierarchies(categories).
    • (Optional): +refine to set minimum quantity, inclusions and exclusions.
  • Add attribute: Select the template from the list, choose the attribute, and then set the value for the selected attribute.
    • (Optional): +refine to set minimum quantity, inclusions and exclusions.
  1. (Optional) Click +refine at the group of items level to add more groups of items.
  2. Select actions for how to apply the discount. See Creating actions.
  • NOTE: If you want to give a bundle discount to a specific group of items, select Buy X, Get Y discount.
    1. Choose the type of discount percentage or amount or fixed price. Then enter discount the value.
    2. Choose group of items from product dropdown.
    3. Click +refine to add items to the group. Discount will apply to the items in the group.
  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. Click +refine.
  2. Choose one of the following exclusion types under Add an exclusion:
  • Exclude 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.
  • Exclude node/hierarchy (category): Either enter the unique identifiers directly or select view list, then select the checkboxes for the desired nodes/hierarchies(categories).
  • Exclude attribute: Select the template from the list, choose the attribute, and then set the value for the selected attribute.
  • Copy exclusions from conditions or Copy exclusions from actions.
  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 condition, Item condition and the Buy X Get Y discount action.

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

  1. Under the Cart condition, click +refine.
  2. Choose one of the following inclusion types under Item must also belong to:
  • 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. Fill the required fields.
  2. Click Done to apply the inclusions.

To include items for an Item condition, follow these steps:

  1. Under the Item condition , choose one of the 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 +refine.
  2. Choose one of the following inclusion types under Item must also belong to:
  • Node/Hierarchy (Category)
  • Attribute
  1. Fill the required fields.
  2. Click Done to apply the inclusions.

To include items for a Buy X, Get Y discount action, follow these steps:

  1. Select Buy X, Get Y discount action.
  2. Choose one of the following item options as higher level target:
  • from node/hierarchy (category)
  • from attribute
  1. Choose one of the following inclusion types under Item must also belong to
  • Node/Hierarchy (Category)
  • Attribute
  1. Fill the required fields.
  2. 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 the 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 using filters.

  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 the targeted promotions.
  3. You can narrow down your search by applying multiple filters such as Promotion Name, Coupon Code, Status, Enabled, Stackable, and Override Stacking.

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