Skip to end of metadata
Go to start of metadata

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 our customers' 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.) 



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': the promo code is live on your site and can be used by customers / 'Disabled': the promo code cannot be used by customers but can be switched to 'active' / 'Deleted': the promo code is deleted from your website altogether and cannot be retrieved 
  • Applied To - B2C / B2B / Both
  • Criteria Fail Remove promo Code - ON: the system automatically removes the promotion code from the cart when the contents get updated and requirements are no longer met. Users will have to re-enter the promo code if they want the code to be applied; OFF: the promo code is still in cart and if contents get updated and requirements are met, it will be (re-)applied. 
  • Not Applicable With Other Offers - ON: limits the promotion code from being used when other promotion codes are already applied to the order; OFF: promo code will be applied when other promo codes have been applied to the order. 
  • Free Product To Be Added in Pronto - (applies only for Promo Codes that add a free product).

    For Promo Codes where a free product is given, you have the option of adding the free product on your website when the order is submitted or in the ERP (Pronto) when the order is integrated. Select the option you require by toggling 'Free Product To Be Added in Pronto' ON or OFF. Default: OFF

    Order placed, received and confirmation emails will display the free product differently depending on the option selected. 

    • If toggled OFF, the free product is added on your website. In emails to the customer about the order, the free product appears as an item with a cost of $0.00 in the product line of your Order Summary
      .
    • If toggled ON, the free product is added in the ERP. When you toggle ON the option, you will be asked to confirm you want the free product added in the ERP. Clicking Confirm enables the ERP option.

      Note - Scroll back 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 the 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 in any applicable email template (e.g., Order Received, Order Placed, Order Confirmation). When enabled, the Promotion Code and Description will be added to the Order Summary.


      NOTE - The free product and quantity must be added to the sales order manually in Pronto once it has been integrated for the free product to appear as a product line item in the sales receipt. 
  • Postcode Exclusion List - (for free freight promo codes only) If required, enter single postcodes and/or postcode ranges (each comma-separated) to exclude. It is recommended you follow Australia Post's four digit conventions so a three digit code would be '0200' instead of '200'.  


Usage Limits

You can set the maximum 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 one or more users (comma-separated list) who are permitted to use the promotion code. Any user not in this list cannot apply the promo code 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 successfully but the cart contents have been changed so the code is no longer valid.
  • Promotion Code Error Message - The notification displayed when the cart contents are not eligible for the promo code. Perhaps the cart value is not high enough or the minimum quantity has not been reached.
  • Promotion Code Applied Message - The notification 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.


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

Minimum Version Requirements


3.75.00

Prerequisites


The Promotion Codes feature must be enabled.

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 Commerce Vision

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


Contact Commerce Vision

Third Party Costs


n/a

CMS Category


Campaigns & Promotions → Promotion Codes


Related help

Related widgets