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Promotions are configured at the Business level, and their purpose is to apply a percentage or fixed amount instant discount, either to the basket total amount , or to specific basket items at checkout. Promotions are configured similar to Reward Offers but are independent of Reward Schemes, therefore are applicable to all Contacts of a Business (subject to segmentation). |
Managing Promotions
To view or manage Promotions, navigate to Commerce > Promotions using the main menu on the left-hand side of the screen.
Creating a
newNew Promotion
The Promotion configuration closely resembles that of Reward Offers, but the most significant difference is that Promotions are not related to Reward Schemes and, therefore, are applicable to all contacts unless specific segments are specified. Also, there's no option to provide a cashback, just an instant discount.
Select Create Promotion from the summary screen and start providing the necessary information.
Name
The promotion name is visible on customer-facing devices , and during ordering at checkout.
Image
Upload an image for the promotionPromotion, this too which is visible on customer-facing devices.
Promotion Availability
Define the duration of time the promotion Promotion will be valid or leave blank for , leave open-ended for , ongoing promotions.
Short & Long Description
Promotion descriptions are visible on customer-facing devices. Provide a clear and concise description of the offer with any conditions.
Contacts
Which Contacts are eligible for the promotionPromotion? Enlist the use of a segment if you want to apply selection criteria, not specifying a segment implies that the promotion Promotion is valid for all Contacts of the Business.
Locations
Specify the offer's location conditions for the offer , such as particular Merchants, Venues, Countries, etc. where the purchase must take place for which the promotion appliesPromotion to apply. If none are specified, then promotion the Promotion applies to all locations.
Timings
Specific State the specific dates and times during ordering when the promotion applies. None implies that the promotion when a purchase must take place for the Promotion to apply. If none are configured then the Promotion is valid on all days and times.
Basket
Specify the payment method and/or a supply method condition for the promotion, as well Promotion and applicable basket conditions (e.g., the promotion Promotion applies if specific products are included in the basket , or the minimum basket amount has been met). If none are specified, then applies to all.
Leave blank if no basket conditions apply.
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Basket conditions differ when they refer to Termed service Service products or product typesProduct Types. Subscription promotions require some additional information such as the billing cycle or the contract period of the termed service Termed Service ordered, thus allowing thus the user to set up more complex business rules, i.e. the longer the contract period is, the higher the promotion’s Promotion’s discount is. Finally, basket conditions also include pre-requisite services, i.e., services to which the contact Contact is already subscribed to in order , to be eligible to get for a discount for the new service. |
Offerings
Set the promotion discount amount or percentage to be applied either to the whole basket , or to selected products.
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Offerings for specific termed services require one more setting; for how long the contact , the duration for which the Contact will benefit from this offering, since the termed service to which they subscribed to will be billed on a recurring basis. |
Activating a Promotion
Once the Promotion has been saved it will need to created it is Inactive and must be activated to become effective. This can be done from the Promotions summary screen using the respective Promotion's Options button (…) of the respective Promotion.
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Promotions & Reward Offers Promotions and Rewards Offers can co-exist for Orderswhen ordering, meaning that if a Contact is eligible for both a Promotion and a Reward Offer, then they will receive both. Example: A Business configures a Promotion offer for a 10% discount on the total basket amount , and also has a standard 10% cashback Reward Offer. If a Contact (who is eligible for both) places an order, the 10% Promotion discount will be applied instantly to the basket, and when . When the Purchase Event is created, the Contact will receive a 10% cashback on the discounted amount. |
Copying Promotions
By using the Copy option from the summary screen, a system user can create the same Promotion in a different currency. If the currency toggle is not enabled, the Promotion will be copied in the same currency.
Promotion Settings
There are no settings to configure for Promotions.
Reference Material
You may also find it useful to refer to the following manuals for further reading in relation to about Promotions.
Products
Communications
Segmentation
Orders
Reward Offers
TABLE OF CONTENTS
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