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Overview

From version 3.85 onward, promotion codes can be configured with tiers, or discount levels. As the user reaches the first spend threshold, they are eligible for the first tier of discounts. As their spend increases and they reach the next tier, the discount amount likewise increases. This allows configuration of varying discount levels within a single promotion code.

For example, a tiered promotion scenario might entitle the user to 10% off their order if they spend $100 (tier 1). Once they reach the $200 spend threshold, they are entitled to 25% off their order (tier 2). This scenario could continue on with an unlimited number of tiers, with each level attracting a new discount amount.

 

Example of promo code being applied to BPD cart

 

 

Product exclusions may also be specified, so that particular products / categories / stock groups are not counted in the spend calculation. These excluded products may or may not be eligible to receive the discount, depending on configuration of the promotion.

Please note - Product Exclusions are only available with percentage discount promotions. Dollar discount promotions can be configured with tiers, but not exclusions at this stage.

Please be aware that there are also additional advanced options that you can configure for promotions.  They become available after the promo is created.  You'll find info on these under Advanced Options, later in this article.

Step-by-step guide

In the following steps, we will configure a tiered percentage discount based on cart value: 

  1. Login to the CMS. 

  2. Navigate to 'Campaigns & Promotions' --> 'Promotion Codes'.

  3. Click 'Add Promotion Code'.

  4. Under promotion type 'Cart', select the percentage discount scenario ("When I spend X Dollars then I get a Y percentage discount").

  5. Populate the standard promotion fields (Code, Description, Start & End dates).  
     Promo code standard fields

  6. Next, enter the first tier's threshold and discount amounts: 
    • Spend Threshold - the amount the user must spend in order to qualify for the discount 

      The threshold amount includes or excludes GST based on the customer. So for B2B customers, the threshold would generally look at the ex-GST spend. For B2C, it would be GST-inclusive.

    • Discount % - the percentage discount applied to the order

  7. Click 'Add Tier' to enter the next discount level, following the same logic as the previous tier.  
     

  8. Continue adding tiers as required. Click the 'Re-Order By Threshold' option to reorder the tiers numerically if needed. 

  9. Specify any required exclusions. Product Exclusions are not counted in the threshold calculation. They can be specified by: 
    • Product
    • Stock Group
    • Category

  10. Finally, indicate whether excluded products are discounted: 
    • unticked - exclusions will not count toward the spend threshold and will NOT have the discount applied
    • ticked - exclusions will not count toward the spend threshold, but WILL have the discount applied 
      Promotion exclusions 

  11. Click 'Save & Exit' to finish setting up the initial promotion - a confirmation message that setup was successful should display. 

 

The new promotion code is now ready to go! 

 

Advanced options

Each promotion has several advanced options you may wish to configure. These can be accessed immediately after you create the promo, by navigating to OptionsEdit Advanced Options

Or if you're editing an existing promo, they'll be located in a collapsed section below the main promo details:

 

Misc Options

  • Status - Active / Disabled / Deleted
  • Applied To - B2C / B2B / Both
  • Criteria Fail Remove promo Code - automatically remove the promotion code from the cart when the contents get updated and requirements are no longer met. 
  • Not Applicable With Other Offers - prevents the code from being used on orders where other promotion codes are already applied.
  • Free Product To Be Added in Pronto - (for free product promos only) the free product must be manually added to the sales order once it has integrated to PRONTO. Only note lines containing the Promotion Code and Description will be added to the order if this option is enabled.

 

Usage Limits

You can set the max number of times the promo code can be used, either by an individual User, users on a particular Customer Code, or Globally (site-wide). Leaving these limits at 0 = unlimited use by all. 

From version 4.10+, you can also specify a user (or comma-separated list of users) who are permitted to use the promotion code. Any user not in this list will be unable to apply the promo to their order.

 

Messages

There are default messages set at the promotion code feature level, but these can be overridden for each individual promotion. Leaving these blank will use the defaults.

  • Promo Code No Longer Applies Message - The notification displayed when the promo code was previously applied, but the user has updated their cart contents such that they are no longer eligible for the promotion.
  • Promotion Code Error Message - The notification displayed when the promo code can't be applied. Perhaps the cart value is not high enough, or the user hasn't purchased the minimum quantity.
  • Promotion Code Applied Message - The notification displayed when the promo code is successfully applied to the user's cart.

 

Additional Information

Product exclusions may also be specified, so that particular products / categories / stock groups are not counted in the spend calculation. These excluded products may or may not be eligible to receive the discount, depending on configuration of the promotion.

Please note - Product Exclusions are only available with percentage discount promotions. Dollar discount promotions can be configured with tiers, but not exclusions at this stage.

There are also additional advanced options that you can configure for promotions.  They become available after the promo is created.

Minimum Version Requirements

3.85.00

Prerequisites

This article assumes you've already got the Promotion Codes feature enabled for your website. If you haven't, please contact us to switch it on for you.

Self Configurable

Yes

Business Function

Promotions

BPD Only?

Yes

B2B/B2C/Both

Both

Ballpark Hours From CV (if opting for CV to complete self config component)

Contact CV Support

Ballpark Hours From CV (in addition to any self config required)

Contact CV Support

Third Party Costs

n/a

CMS Category

Campaigns & Promotions → Promotion Codes