Page History

Overview

The Online Discounts can be used to configure a tiered website-based promotion ('promotion group') to promotion is used to create campaigns that encourage or reward volume purchases of targeted products. Price breaks are based on quantity tiers. If a promotion group is active on your site, the discounted price will automatically be calculated and the customer alerted when they add a valid number of an eligible product into their shopping cartselected products under the concept of a promotion group. A promotion group consists of targeted products and discount tiers based on quantities. If your business uses marketing flags against specific Customers or Customer groups in your ERP, these can be specified and discount tiers varied for different Customers. The entire promotion group is configured in the CMS. 

Online Discounts is easy to use. There is no need for users to enter a promo code. Any applicable discount is calculated and displayed automatically in the cart. 

...

...

1. Enable Online Discounts

NOTE - This feature must first be enabled on your site by Commerce Vision.

1. In the CMS, navigate to Settings → Feature Management → Payment & Checkout. 
   
   
2. Toggle on If this feature is switched on, the Discount Maintenance toggle will be ON. 
   
   
   
3. Online Discounts will now appears in be available from the Campaigns & Promotions menu.
   

2. Create an Online Discount Promotion Group

Each online discount you create created is called a 'Promotion Group'. A promotion group contains details about the online discount. To help you work out the details required for a promotion group, go through this checklist:

•  Are there start and end dates and times for this promotion group?
•  Will the promotion group have different discount levels price breaks based on set specific minimum and maximum quantities?
•  Will the discount be given as a 'special price' or 'percentage off' each eligible product? 
•  Will the discount levels change (either in min/max quantities or discount amounts) depending on customer type, e.g., B2B, B2C, or specific Customer accounts? If yes, Marketing Flags need to be set up if they don't currently exist. Please consult with Commerce Vision to implement this.  
  

Once you have all these details readyat hand, you can create configure the online promotion group for your website. 

To create a promotion group, 

1. Navigate to Campaigns & Promotions → Online Discounts.
   
   
2. Click the Add Promotion Group button in the top right corner.  
   
   
3. In the 'Promotion Group Details' section, enter identifying details for this promotion group and its start/end dates.
   
   Group Code: a unique code that identifies this promotion group. 
   Description: a meaningful description or name for this promotion code. 
   Start Date: date and time this promotion group becomes active on your site.
   End Date: date and time this promotion group expires on your site.
   
   

4. In the 'Price Breaks' section, set price breaks based on quantities purchased are setquantity levels. For every Level used, Minimum and Maximum quantities of eligible products determine if a purchase qualifies for that level of discountwhether  the discount level applies.
   
   

   Info
   title Discount level rules
   For each level levels used after Level 1, the Minimum Quantity must be higher than the Maximum Quantity of the previous level, unless differentiated by Marketing Flags. Unused levels must be left with the default '0' for both Minimum and Maximum quantities.  Leave the Marketing Flag field blank for a level to apply to all buyers.

   
   

   Example: We want to create a promotion group with 3 levels that apply to all buyersusers. If a buyer user adds a quantity of eligible items above or below applicable quantities, e.g., '1' or '31', no discount is triggered. If they enter a valid quantity, e.g., '21', the discount at Level 3 will automatically be calculated.
   
   

   
   

5. Marketing Flag: (optional) if If marketing flags are used for Customers (set up in the ERP), you can limit or vary discounts for different customer types. (See Step 3 below for specific guidance on using this promotion with Marketing Flags.) Otherwise, leave this field blank. 
   
   
6. In the Product Pricing section, add each eligible item Product Codes of all eligible items and discount details levels for each active level. 
   
   To add an eligible product
   1. For each Product Code, click Add Product.
   2. In Product Code
   : type
   1. , type in the product code of the eligible product and select from the dropdown list. Note - a product code can be added once only.
   2. In Discount Type
   :
   1. , select either 'Discount' - percentage off original price, or 'Price Override' - special price.
   2. In Level ...
   :
   1. , for each active level used, enter the percentage off or discounted price
   that will be applied
   1. .
      
   2. Repeat steps 1-d for each Product Code as needed.
      
      

7. When you have finished creating or editing the promotion code, click Save or Save & Exit. 
   

   Tip
   title Cannot save?
   If you cannot save your changes, check for any errors.

   
   

...

The Marketing Flag feature can be used to limit a promotion group or certain promotion levels to particular buyerscustomer groups. Marketing Flag codes must have been added and associated with certain user Customer categories, e.g., Customer accounts, in the ERP. When marketing flags are used, a blank field = 'all other users'.

...

...

The Order Lines Widget may have been placed in various templates. Change the Changes made to Online Discount messages in the widget as you requireone widget will display in all other Order Lines Widgets in use.   

...

To edit the messages:

1. Navigate to Content → Pages & Templates → Cart.
   
   
2. Find the Order Lines Widget and click Edit. 
   
   
3. Click the Notifications tab.
   
   

4. Scroll down to the Online Discount fields and edit the default messages as you require.
   
   (i) Online Discount Message
   
   In the Shopping Cart, a message automatically appears in the Order Line to inform the buyer of the discounted price and discount rate. 
   
   Default message: 'Price reduced from {0} to {1}. Discount rate {2}.' Notes: Placeholders:  {0} = original price; {1} = new price; {2} = calculated discount rate
   (ii) 
   Online Discount Found Message : triggered when the buyer updates the quantity of any eligible product in the Shopping Cart and discount is recalculated.
   (iii) Online / Online Discount Not Found Message: triggered when the buyer updates the quantity of any eligible product in the Shopping Cart and results in no discount. 
   Note - (ii) and (iii) can also be edited in the Cart Buttons widget. 

   Expand

   title	Click here for a how-to guide.

   
   

   Cart Buttons Widget

   In the Shopping Cart, the buyer can edit the quantity of a product they have added. If their cart contains products eligible for a promotion group and quantities are changed, clicking the Update button will trigger one of two pop up messages

   to inform the buyer

   :
   (i) Online Discount Found Message: informs the buyer to check the newly recalculated discount

   or

   . Default: 'Your order has been edited. Please review the individual discounts.'
   (ii)

   no discount is now applicable. 
   Image RemovedThe messages are rendered by the Cart Buttons Widget in the Cart template. To edit the messages

   Online Discount Not Found Message: informs the buyer that no Online Discount has been applied. Default: 'No discounts found.'
   
   
   Image Added

   
   NOTE - (ii) and (iii) can also be edited in the Cart Buttons Widget. 

   Expand
   title Click here for a how-to guide.
   Cart Buttons Widget To edit the Online Discount Found/Not Found messages in the Cart Buttons Widget,   Go to Content → Pages & Templates → Checkout → Cart Click Edit for the Cart template. Find the Cart Buttons widget. Edit the messages as required. Online Discount Found Message: triggered when the buyer updates the quantity of any eligible product in the Shopping Cart and discount is recalculated. Online Discount Not Found Message: triggered when the buyer updates the quantity of any eligible product in the Shopping Cart and results in no discount.

...

Cart Checkout Button Widget

When the buyer clicks the Continue to Checkout button in the Shopping Cart, a popup message asks them to check and confirm they are receiving the discounted price before continuing with the usual checkout process. Image Removedreview the discounts before continuing to Checkout. This message can be changed or removed as you require in the Cart Checkout Button Widget.    

Image Added

To edit the message:

1. Go to Content → Pages & Templates → Cart
   
   
2. Find the Cart Checkout Button Widget and click Edit. 
   
   
3. Under the General Options tab, find Online Discount Found Message and change the message as you require. If you do not want this popup to appear, leave the field blank. Default: Discounts have been calculated on your order, please review and proceed.'
   
   
4. To save any changes, click Save.

Additional Information

...

...