Overview

Who doesn't love free stuff?! Give your customers a token of your appreciation with a Product-based promotion.

The Customer Self Service eCommerce Platform provides a large out-of-the-box range of Product promo codes that cover most requested buying scenarios and discount types. Purchasing is based on either 'overall spend', 'dollar spend on eligible products' or 'quantity buy on eligible products'. Scenarios include:

  1. Spend $X, get the freebie.
  2. Spend $X on specific products, get the freebie.
  3. Buy X number of specific products, get the freebie.

NOTE - The scenarios your site has access to depend on its version as promo code scenarios are released by version.



Configuring a product-based promotion in the CMS is quick and easy. To create a promo code, just select the scenario you require and follow the set up instructions. We'll go through an example below, using one of the scenarios. 


Step-by-step guide

To add a product promo code:

  1. In the CMS, navigate to Campaigns & Promotions → Promotion Codes.

  2. Click Add Promotion Code.

  3. Select Product from the Promotion Type list.

  4. Choose the scenario you want to use. Each promo code type has a description of its scenario.  

    For our example, we'll base ours on a quantity requirement. 



  5. Enter your Promotion Code (no spaces). This is what your customer enters at checkout to redeem the promo.


  6. Give the promotion a Description. This will be displayed in the user's order summary during checkout.



  7. Specify Start and End Dates. Click the calendar icon to launch the date picker. NOTE - If start and end dates are not set, the promotion code cannot be used. An error message will display when the customer tries to apply the code during checkout.

    NOTE - The error message may be different if it has been customised for your site.


    NOTE - The rest of the fields you need to fill will vary depending on the scenario you selected. Not all fields below will be relevant.

  8. Enter the Discount Threshold. This is the dollar amount the customer must spend or the quantity they must purchase to qualify for the promotion.


  9. If your promotion is based on a set of Eligible Products, specify them here (otherwise, skip to step 12).  If your list of eligible products is long, you may wish to import them from a .csv file

    Click Add and specify products by product code, ERP stock group, or category. You can even use a combination of all three if you like!

    In our example, we'll specify 3 different products as shown:



  10. Specify the Free Product. Enter a description or code and suggestions will populate as you type.



  11. Nominate the quantity of free product the customer will receive. 



  12. Apply In Multiples? Toggle ON to allow multiple redemptions in the one order. For example, "1 free widget with every 10 shirts purchased" would entitle a user buying 30 shirts to 3 free widgets. 



  13. Click Save & Exit.


Your product promotion code is ready to go! 

The free product will be added to your customer's order on integration to your ERP.  (TIP - Check out Additional Options to apply further configurations on your promo code.) 


Promo Codes - Additional Options

Access Additional Options


To access Additional Options:

 While in the saved promo code, navigate to  OptionsEdit Additional Options

OR

If editing an existing promo code, scroll down its page and open the collapsed Additional Options section.


Misc 

  • Status - the current status of the promo code
    - Active: the promo code is live on your site and can be used by customers. It has not been disabled or deleted. 
    - Disabled: the promo code cannot be used by customers. You can switch it to 'Active'
    Deleted: the promo code is deleted from use altogether and is kept for historical records only. (NOTE - A deleted promo code can be undeleted to 'disabled' and then reactivated.) 

  • Criteria Fail Remove Promo Code
    - ON: the promo code is automatically removed from the cart when contents get updated and promo requirements are no longer met. Users must re-enter the promo code if they want the code to be applied;
    - OFF: the promo code remains in the cart when requirements are not met, If contents get updated and requirements are now met, it will be (re-)applied. 

  • Not Applicable With Other Offers;
    - ON: promo code cannot be used when other promo codes have already been applied to the order;
    OFF: promo code can be used when other promo codes have been applied to the same order. 

    IMPORTANT

    Letting customers use more than one promotion code in an order must first be enabled by Commerce Vision. Contact CV Support and request stacked promotions to be enabled.

  • Free Product To Be Added in Pronto (applies only for Promo Codes that add a free product)

    For Promo Codes with free products, you can choose between adding the free product online upon order submission or in the ERP (Pronto) when the order is integrated. Toggle ON or OFF Free Product To Be Added in Pronto. Default: OFF

    In the order placed, received and confirmation emails, how the free product is displayed depends on the option selected. 

    • When OFF, the free product is added online. In the emails, the free product displays as an item with a cost of $0.00 in the product order line of your Order Summary
      .
    • When ON, the free product is added in the ERP. When you toggle ON this setting, confirm you want the free product added in the ERP. 

      NOTE - Scroll up to the 'Free Product' fields. The fields are now empty and disabled. The free products you previously added for this promo code still apply.  

      The Order Placed, Received and Confirmation emails by default will not display the free product separately in an order line in Order Summary. 
        
      To add a note line about the free product in the Order Summary section, toggle ON the 'Show Note Lines on Individual Lines?' option in the Email Order Summary widget for any applicable email template (e.g., Order Received, Order Placed, Order Confirmation). The Promotion Code and Description will be added to the Order Summary.


      NOTE - For the free product and quantity to appear as an order line item in the sales receipt, they must be added to the sales order manually in Pronto after integration. 
  • Postcode Exclusion List - (for free freight promo codes only) If required, enter single postcodes and/or postcode ranges (each comma-separated) to exclude. Follow Australia Post's four digit conventions so a three digit code would be '0200' instead of '200'.  


Roles

Include or exclude the promo code based on whether customers are B2B, B2C or both.  

For versions lower than 4.31

Applied To: Select customer group: B2B, B2C or both.


For versions 4.31+


  • Applied To: Select customer group: B2B, B2C or both.
  • Roles: (For versions 4.31+) Specify Role(s) for the selected customer group(s) Click Add Role , then in the dropdown, select the Role. If another role is needed, repeat this step. IMPORTANT- For added Roles to be valid, they must fall under the customer group added in 'Applied To'.   
  • Promo active for all roles excluding the ones listed above: If OFF, the added roles can apply the promo code. If ON, the added roles cannot apply the promo code. 


Usage Limits

Limit the maximum number of times the promo code can be used. For unlimited use, leave at the default of '0'. 

- User Usage Limit: limit the number of times an individual user can apply the promo code (available only if the promo code is for B2B users)

- Customer Usage Limit: limit the number of times an individual Customer Code can apply the promo code

- Global Usage Limit: limit the total number of times the promo code can be used site-wide. 

- User List: (For versions 4.10+) You can also specify one or more users (comma-separated list) who can use the promotion code. NOTE - If one or more users are added, any user not in this list cannot apply the promo code to their order.


Customer List (4.34+)

Customer list allows you to restrict a promo code to specific customer accounts. 

To add a customer manually:

  1. In Customer Code, start typing a Customer Code, and select from the dropdown list.

  2. Click Add. The added Customer Code is listed below. 
  3. Continue adding one code at a time, if needed.

  4. To save, click Save & Exit.


To add Customers in bulk:

  1. Create a CSV file with the Header 'Code' as the first column


  2. Populate the column with the required Customer Codes.

  3. Click Import Customer List.

  4. Follow the instructions to upload the csv file. 

  5. Check the Import Log to ensure there are no error messages.


Messages

Default messages to users are set at the promotion code feature level. These can be overridden for a specific promotion code. Leave blank to use defaults.

  • Promo Code No Longer Applies Message: Displays when the promo code previously successfully applied is no longer valid because the cart contents have changed.
  • Promotion Code Error Message: Displayed when the cart contents are not eligible for the promo code, e.g., the cart value is not high enough or the minimum quantity has not been reached.
  • Promotion Code Applied Message: Displayed when the cart contents are valid for the promo code.


We recommend that Promotion Codes be configured on your Stage site and thoroughly tested to ensure behaviour is as expected.



Additional Information

Minimum Version Requirements

Prerequisites


Self Configurable

Business Function


BPD Only?


B2B/B2C/Both


Third Party Costs



Related help

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