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, the 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.

10. (Optional) Select the Coupon-driven checkbox to manually create a single code or generate bulk codes manually. If not selected, a promotion code is automatically generated for you.

11. 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.

12. Select Create Promotion.

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 catalogs that are eligible for the promotion in the Catalog field.
3. Under Conditions, select all to apply the conditions.
   • Cart: Configure by setting either a minimum cart subtotal or quantity of cart items. You can also add conditions to exclude the items that will not contribute to the cart eligibility. See Creating a Cart Condition.
   • Cart Items: Specifying the desired product quantity or value. You can also add conditions to exclude the items that will not contribute to the cart eligibility See Creating a Cart Items Condition.
   • Custom Attributes: Define conditions using custom attributes. See Adding Cart Custom Attributes.

Creating a Cart Condition

1. Select Cart in the Conditions section.

2. Set the basic conditions:

   1. Select either Subtotal or Items quantity to specify a condition for the cart.

   2. Choose any one of the following operators:

      • is equal to
      • is greater than
      • is equal or greater than
      • is less than
      • is equal or less than

   3. 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.

   4. If you selected Items quantity, enter the quantity of items.

   You can add multiple conditions according to your business requirements.

3. Add exclusions:

   To exclude items from the cart total, either select copy exclusions from actions or select Add an exclusion and do the following:

   • product: Either 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: Choose the template from the list, select the attribute, and then set the value for the selected attribute.

4. Select 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.

4. Add exclusions:

   To exclude items from the cart items, either select copy exclusions from actions or select Add an exclusion and do the following:

   • product: Either 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: Choose the template from the list, select the attribute, and then set the value for the selected attribute.

5. Select 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

Ensure that you have created a cart custom attribute in order for the discount to function properly. To create one, refer to Create a Cart with Custom Attributes.

Let's say you want to add a special attribute for your customers, like their membership level.

1. Choose 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
4. Enter the specific value depending on your attribute. For example, gold or silver.
5. Select Done to apply the changes.

Creating Actions

An Action describes the specific action to be executed when a shopper meets the eligibility criteria and fulfills all the conditions. It specifies the type of discount and its application to eligible items.

You can create the following actions:

• Cart Discount. See Creating a Cart Discount Promotion.
• Item Discount. See Creating an Item Discount Promotion.
• BXGY. See Creating a BXGY Promotion.

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. Add exclusions:

   To exclude items from the promotion, either select copy exclusions from conditions or select Add an exclusion and do the following:

   • product: Either 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: Choose the template from the list, select the attribute, and then set the value for the selected attribute.

6. Select + more options. This option is available only when you choose percentage.

7. Enter the maximum allowed discount in the value field.

8. Select 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. Select one of the following:

   • percentage
   • amount
   • 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. This field is shown only if you select the fixed price option.

5. 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. Add exclusions:

   To exclude items from the promotion, either select copy exclusions from conditions or select Add an exclusion and do the following:

   • product: Either 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: Choose the template from the list, select the attribute, and then set the value for the selected attribute.

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. Select 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.

8. Add exclusions:

   To exclude items from the promotion, either select copy exclusions from conditions or select Add an exclusion and do the following:

   • product: Either 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: Choose the template from the list, select the attribute, and then set the value for the selected attribute.

9. Click + more options.

10. 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.

11. Enter the maximum number of items allowed per SKU in the Quantity field.

12. Select 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.

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

2. In the next column, select the drop-down arrow and choose any one of the following options:

   • is
   • is like
   • ends with
   • starts with

3. In the Find product field, enter the desired value based on your selection in the previous steps.

4. Select Search.

Related Resources

• Rule Promotions API