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The Online Discounts promotion allows you to run a campaign that encourages or rewards is used to create campaigns that encourage or reward volume purchases of selected products under the concept of a promotion group. Configure a A promotion group by selecting consists of targeted products and setting discount price breaks tiers based on quantity tiersquantities. If your business sets uses marketing flags in the against specific Customers or Customer groups in your ERP, you can vary discounts these can be specified and discount tiers varied for different Customer typesCustomers. The entire promotion group is configured in the CMS. 


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


Info
titleUse caseExample...

Your site sells bed linen. You want to To encourage the purchase of multiple sets of certain brands of sheet sets. A , a 'linen promotion group' is created. Under that promotion group, all All eligible product codes are added and the following discount price breaks tiers are set up for quantities purchased: 1 - no discount, ; 2-4 - 10% off, and ; 4+ - 25% off.    

The promotion group is live on your site. A customer A user adds two eligible items into their cart. In the cart page, the discount is automatically calculated and displayed and the to  customer is alerted. No need to enter a promotion promo code!



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Online Discounts run volume-based promotions that automatically calculates where the discounted price or percentage off is automatically calculated when a valid quantity of eligible products is added to cart. No promotion code is required at checkout.  

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NOTE - This feature must be enabled switched on by Commerce Vision.

  1. In the CMS, navigate to SettingsFeature ManagementPayment & Checkout

  2. If this feature is enabledswitched on, the Discount Maintenance toggle will be ON. 


  3. Online Discounts will now be available from the Campaigns & Promotions menu.

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  •  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 & PromotionsOnline 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
    titleDiscount 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
    titleCannot save?

    If you cannot save your changes, check for any errors. 


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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'.

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Tip
titleEnter Levels with Marketing Flags

The system checks that the Minimum Quantity of a level must be is higher than the Maximum Quantity of the previous level when two levels are in sequential order and have the same marketing flag (or blank).    

Example: Suppose we want to create an online promotion where the discount given varies is not only because of quantities purchased controlled by quantity levels but also whether if a buyer user is associated with a particular marketing flag. Discount levels for two marketing flags as well as 'blank' (for all other buyers) have been set up. Notice that levels have been grouped in accordance with marketing flags:

  • levels 1 and 2 with 'RM'
  • levels 3 and 4 with 'WM',
  • levels 5 and 6 for all other buyers    

This allows the system to check that min/max quantities for each Marketing Flag are unique. 

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

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To edit the messages:

  1. Navigate to ContentPages & TemplatesCart.

  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.

    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

    Online Discount Found Message / Online Discount Not Found Message 

    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:
    (i) Online Discount Found Message: informs the buyer to check the newly recalculated discount. Default: 'Your order has been edited. Please review the individual discounts.'
    (ii) Online Discount Not Found Message: informs the buyer that no Online Discount has been applied. Default: 'No discounts found.'



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

    Expand
    titleClick here for a how-to guide.

    Cart Buttons Widget

    To edit the Online Discount Found/Not Found messages in the Cart Buttons Widget,  

    1. Go to ContentPages & TemplatesCheckout → Cart
    2. Click Edit for the Cart template.
    3. Find the Cart Buttons widget.

    4. 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. 


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When the buyer clicks the Continue to Checkout button in the Shopping Cart, a popup message asks them to review the discounts before continuing to Checkout. This message can be changed or removed as you require in the Cart Checkout Button Widget.    

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To edit the message:

  1. Go to ContentPages & TemplatesCart

  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.

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