Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Excerpt
hiddentrue

Configure a discount your customer can use when their order meets a minimum spend amount.

Overview



In the example below, we'll create a Cart Discount promotion for '20% off orders over $250'. This promo will exclude exercise machines. 

...

Info

The Promotion Codes feature must be enabled for your website. On BPD sites, you can do this at SettingsPayment & CheckoutPromotion Codes


Step-by-step guide

  1. In the CMS, navigate to Campaigns & PromotionsPromotion Codes.

  2. On the top right of the screen, click 'Add Promotion Code'.


  3. From Select Promotion Type, select Cart.

  4. Next, decide whether your customer will get a dollar or percentage discount and select your scenario accordingly. Our example will use the % discount.
     

  5. Enter the 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.



  8. Enter the Spend Threshold (the $ amount they must spend), and the associated Discount % or $ amount.  
    (Our example only requires one level of discounting, but if you're interested in multi-level discounts, see our article on Tiered Promotions.)

    Tip

    Note that the spend requirement is based on the inc-GST total for B2C, and the ex-GST total for B2B. Also note that for B2B scenarios, any customer-based discounts will still be honoured; this discount will be on top of that.


  9. Next you can specify products to be excluded. Click Add and specify products you want to exclude from the spend calculation. Specify by:
    • Product code 
    • ERP stock group 
    • Product category
    • ERP price code
    • Or a combination of all of the above!



  10. Finally, decide whether you want to 'Discount these exclusions'?
    Excluded products don't count toward the required spend, but you can still allow them to attract the discount if you choose. Otherwise, leave the option unticked to exclude them from the discount as well as the spend threshold. 



  11. Click Add again to specify more products if required.

  12. Click Save & Exit.

...

Note

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



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



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



Third Party Costs



CMS Category




Related help

Content by Label
showLabelsfalse
spacesKB
showSpacefalse
sortcreation
reversetrue
typepage
cqllabel in ("promotions-bpd","promo-codes") and type = "page" and space = "KB"
labelskb-how-to-article