Advanced options provide further settings for promotion codes. The Advanced Options section is displayed after a promo code is saved.
To access Advanced Options: While in the saved promo code, navigate to Options → Edit Advanced Options. ![](/download/attachments/102794360/CMS-PromoEditAdvancedOptions.png?version=1&modificationDate=1630962502720&api=v2)
OR If editing an existing promo code, scroll down its page and open the collapsed Advanced Options section. ![](/download/attachments/102794360/CMS-EditPromoAdvancedOptionsCollapsed.jpg?version=1&modificationDate=1630962502683&api=v2)
Misc
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Include or exclude the promo code based on whether customers are B2B, B2C or both. For versions lower than 4.31 Image Added
Applied To: Select customer group: B2B, B2C or both.
For versions 4.31+
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- 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.
![](/download/attachments/102794360/image2021-7-26_8-55-51.png?version=1&modificationDate=1630962502307&api=v2)
Usage Limits Limit the maximum number of times the promo code can be used. Leaving these limits at the default 0 = unlimited use. - User Usage Limit: limit the number of times an individual user can apply the promo code - 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. ![](/download/attachments/102794360/CMS-PromoCodeUserListUsageLimit.jpg?version=1&modificationDate=1630962502487&api=v2)
Messages Default messages to users are set at the promotion code feature level. These can be overridden for this particular promotion here. Leave blank to use defaults. - Promo Code No Longer Applies Message: Displayed when the promo code previously successfully applied is no longer valid because the cart contents have been 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.
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