As an example, a tiered promotion could be configured whereby the user receives 10% off their order if they spend $100 (tier 1). Once they hit the $200 spend threshold, they are entitled to 20% off their order (tier 2).
This scenario could continue on with an unlimited number of tiers, with each level granting a new discount amount.
Step-by-step guide
In the following steps, we will configure a tiered percentage discount based on cart value:
- Login to the CMS.
- Navigate to 'Campaigns & Promotions' --> 'Promotion Codes'.
- Click 'Add Promotion Code'.
- Under promotion type 'Cart', select the percentage discount scenario ("When I spend X Dollars then I get a Y percentage discount").
- Populate the standard promotion fields (Code, Description, Start & End dates).
- Next, enter the first tier's threshold and discount amounts:
- Spend Threshold - the amount the user must spend in order to qualify for the discount
- Discount % - the percentage discount applied to the order
- Click 'Add Tier' to enter the next discount level, following the same logic as the previous tier.
- Continue adding tiers as required. Click the 'Re-Order By Threshold' option to reorder the tiers numerically if needed.
- Specify any required exclusions. Product Exclusions are not counted in the threshold calculation. They can be specified by:
- Product
- Stock Group
- Category
- Finally, indicate whether excluded products are discounted:
- unticked - exclusions will not count toward the spend threshold and will NOT have the discount applied
- ticked - exclusions will not count toward the spend threshold, but WILL have the discount applied
- Click 'Save & Exit' to finish setting up the initial promotion - a confirmation message that setup was successful should display.
Configure Advanced Options (optional)
- Select 'Edit Advanced Options' to return to the promotion configuration. Set values for the following advanced options as required:
- Status
- Complete - the promotion is automatically set to 'Complete' once the end date has passed, or the global usage limit has been reached
- Active - the promo code is available for use once the start date has passed (this is the default status for newly created promos)
- Disabled - the promo code is not available for use
- Applied To
- B2C
- B2B
- B2C and B2B
- Criteria Fail Remove Promo Code - automatically removes the promo code if the order does not meet criteria (instead of leaving it as 'inactive')
- Not Applicable With Other Offers - prevents the promo code from being used on orders where other promotions are applied
- Discount Charge Type - the ERP's charge line type for the discount
- Discount Charge Description - the ERP's charge line description text
- Usage Limits
- User Usage Limit - maximum number of times this promo code can be used by an individual user (blank or 0 = unlimited)
- Customer Usage Limit - maximum number of times this promo code can be used by an individual customer code (blank or 0 = unlimited)
- Global Usage Limit - maximum number of times this promo code can be used in total, site-wide (blank or 0 = unlimited)
- Promo Code No Longer Applies Message - message displayed when the promo code is no longer applicable to the order.
- Promotion Code Error Message - message displayed when the promo code can't be applied to the order
- Promotion Code Applied Message - message displayed when the promo code is successfully applied to the order
- Status
- Click 'Save'.
The new promotion code is now ready to go!
Please note - Product Exclusions are only available with percentage discount promotions. Dollar discount promotions can be configured with tiers, but not exclusions at this stage.
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