DRAFT
Overview
Online Discounts allows you to configure a website-based promotion ('promotion group') to encourage or reward volume purchases of targeted products. When a customer adds specific numbers of eligible products into their shopping cart, the applicable discounted price or percentage off will automatically be calculated and they will be alerted to the special price they are getting. They do not need to enter a promotion code at checkout. An online promotion group can be tiered, e.g., higher quantities receive higher discounts. They can also be varied for different Customer types based on the use of Marketing Flags.
Step-by-step
1. Enable Online Discounts
- In the CMS, navigate to Settings → Feature Management → Payment & Checkout.
- Toggle on Discount Maintenance.
- Online Discounts now appears in the Campaigns & Promotions menu.
2. Create an Online Discount Promotion Group
Each online discount you create is called a 'Promotion Group'. 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 based on set minimum and maximum quantities?
- Will the discount be given as a 'special price' or 'percentage off' each eligible product? If there are more than one level,
- 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. Please consult with Commerce Vision to implement this.
Once you have all details ready, you can create the online promotion group for your website.
To create a promotion group,
- Navigate to Campaigns & Promotions → Online Discounts.
- Click the Add Promotion Group button in the top right corner.
- 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.In the 'Price Breaks' section, price breaks based on quantities purchased are set. For every Level used, Minimum and Maximum quantities of eligible products determine if a purchase qualifies for that level of discount.
Discount level rules
- For each level 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 buyer types.
Example: We want to create a promotion group with 3 levels that apply to all buyers. If a buyer 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.
- Marketing Flag: if marketing flags are set up for your site, you can limit or vary discounts for different customers. (See Step 3 below for specific guidance on using Marketing Flags.)
- In the Product Pricing section, add each eligible item and discount details for each active level.
- To add an eligible product, click Add Product.
Product Code: type in the product code of the eligible product and select from the dropdown list. Note - a product code can be added once only.
Discount Type: select either 'Discount' - percentage off original price or 'Price Override' - discounted price.
Level ...: for each active level used, enter the percentage off or discounted price that will be applied to the product.When you have finished creating or editing the promotion code, click Save or Save & Exit.
Cannot save?
If you cannot save your changes, check for any errors.
3. Use Marketing Flags (optional)
The Marketing Flag feature can be used to limit a promotion group or certain promotion levels to particular buyers. Marketing Flag codes must have been added and associated with certain user categories, e.g., Customer accounts, in the database. When marketing flags are used, a blank field = 'all other users'.
Please consult with Commerce Vision to implement Marketing Flags.
Enter Levels with Marketing Flags
The system checks that the Minimum Quantity of a level must be higher than the Maximum Quantity of the previous level when two levels are in sequential order and have the same marketing flag (or blank). Minimum and maximum quantities that are not unique for the same marketing flag will be allowed by the system when a level has a Marketing flag that is different to the last level's. Therefore, it is strongly recommended that price break levels for a Marketing Flag are grouped together.
Example: Suppose we want to create an online promotion where the discount given varies not only because of quantities purchased but also whether a 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.
Additional Information
| Minimum Version Requirements |
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|---|---|
| Prerequisites |
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| Self Configurable |
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| Business Function |
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| BPD Only? |
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| B2B/B2C/Both |
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| Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Ballpark Hours From CV (in addition to any self config required) |
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| Third Party Costs |
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| CMS Category |
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