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, apply 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 new Promotion
Promotion configuration closely resembles that of Reward Offers.
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 Promotion, which is visible on customer-facing devices.
Promotion Availability
Define the duration of time the Promotion will be valid 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 Promotion? Enlist the use of a segment if you want to apply selection criteria, not specifying a segment implies that the Promotion is valid for all Contacts of the Business.
Locations
Specify the offer's location conditions, such as particular Merchants, Venues, Countries, etc., for which the Promotion applies. If none are specified, then the Promotion applies to all.
Timings
Specific dates and times during ordering when the Promotion applies. None implies that the Promotion is valid on all days and times.
Basket
Specify the payment method and/or a supply method condition for the Promotion and applicable basket conditions (e.g., the Promotion applies if specific products are included in the basket or the minimum basket amount has been met). If none are specified, then it applies to all.
Basket conditions differ when they refer to Termed Service products or Product Types. Subscription promotions require additional information such as the billing cycle or the contract period of the Termed Service ordered, thus allowing to set up more complex business rules, i.e. the longer the contract period, the higher the Promotion’s discount is. Finally, basket conditions also include pre-requisite services, i.e., services to which the Contact is already subscribed to to be eligible for a discount for the new service.
Offerings
Set the promotion discount amount or percentage to be applied to the whole basket or selected products.
Offerings for specific termed services require one more setting, 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 must be activated to become effective. This can be done from the Promotions summary screen using the respective Promotion's Options button (…).
Promotions & Reward Offers
Promotions and Rewards Offers can co-exist for Orders, meaning that if a Contact is eligible for both a Promotion and a Reward Offer, 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. When the Purchase Event is created, the Contact will receive a 10% cashback on the discounted amount.
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 about Promotions.
Products
Communications
Segmentation
Orders
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