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Promotions

Creating and managing promotions within your store is quick and easy.

Content

  1. Creating a Promotion
  2. How Cumulative and Non-Cumulative Promotions are Calculated
  3. Limitatios
  4. FAQ

Promotions can help you get more sales, increase brand awareness, find new customers and bring back the old ones. On your store, you have the option to set up promotions according to your wishes in a simple and effective manner! In this article, we take you through the steps of setting up a promotion for your online store.

Promotions are available to customers with the Pro Plan or higher.

Creating a Promotion

You can create three types of promotions that affect 3 different aspects:

  • The shipping costs.
  • The price of one or more specific products.
  • The order subtotal.

The first step is to go the admin page and click on Promotions on the left sidebar. Once you arrive on the following page, click on Add New Promotion.

Promotions

On the promotions page, start by entering the Name of the promotion. You also have the option to create a coupon code, you can either write a code for the coupon or generate one. This means that the customers will be required to enter the coupon code on the Cart Page to earn the discount.

Keep in mind that the limit of use of a coupon applies to the entire store and not to a single customer. For example if you decide to limit the use of the coupon to 50 times, then the same customer could use it up to 50 times.

discount

You can select the quantity of discount you would like to give in terms of a percentage or a fixed amount in your store’s main currency.

You make the discount cumulative, this means that this promotion can accumulate with other promotions, to create a bigger discount for the user.

In case you have several promotions that can apply to the user, the system will choose the promotion, or group of promotions (if they are accumulative), that is more beneficial to the customer. Review how this condition works

discount

Next, you have to choose to which amount the discount will apply. You have the following three options:

  • Subtotal Amount - Total amount on the customer's cart (Subtotal + Shipping + Taxes).

type-of-promotion

  • Shipping - Total Shipping costs. With this option, you can further select the countries or regions to which the discount will apply.

shipping-preferences

  • Selected products - All products in a specific category or a defined set of products.

In this case, the promotion will show on the product and category pages instead of only on the cart.

product-preferences

You can set a minimum quantity to enable the discount. If the requirement is not met, the promotion will not apply. This minimum can be set either by:

  • Amount - Minimum amount that needs to be bought, defined in the store currency. The price does not include the shipping cost or other cumulative discounts.

  • Items - Minimum number of items that need to be added to one product.

This requirement refers to the number of items of the same product and not the total amount of products in the shopping cart. For example, if you limit the discount to "3 items" it must be 3 of the same products. The discount will not work if you have 3 different products in the shopping cart.

quantity

The minimum amount condition behaves differently according to the type of promotion created:

If it is a promotion for selected products, the minimum amount of either purchase or items applies ONLY per product.

  • Example 1: We have a product A and a product B with a promotion of 10% discount but subject to a minimum purchase of $ 1.000. In this case, the promotion will be applied for the minimum purchase of $ 1.000 of product A and the minimum purchase of $1.000 of product B. Not for the minimum purchase of $ 1.000 for both products combined.

  • Example 2: We have a product A and a product B with a promotion of 10% discount but subject to a minimum purchase of 3 units. In this case, the promotion will be applied for the minimum purchase of 3 units of product A and or the minimum purchase of 3 units of product B. Not for the minimum purchase of 3 units of both products combined. If you have two units of product A in the cart and one unit of product B, even if they add 3 units, the promotion will not apply.

If it is a subtotal promotion, the minimum amount or the minimum amount of units is the one reflected by the combination of the products.

  • Example 1: We have a subtotal promotion of 10% discount conditioned to a minimum purchase of $1.000. In the cart we have product A and aproduct B. As it is a subtotal promotion, it is enough that the amounts of both reach or exceed $1.000.

  • Example 2: We have a subtotal promotion of 10% discount conditioned to a minimum purchase of 3 units. In the cart we have product A and product B. As it is a promotion by subtotal, it is enough that the summed units of both, arrive or exceed 3. For example one product A and two products B in the cart, it makes the promotion effective.

Choose the customers whom the promotion applies to. The four options are:

  • Logged in and Guests - Default option. Available to all customers.

  • Logged in Customers - The promotion is visible to all users that are logged in.

  • Customers without Purchases - The promotion is visible to all users without any previous purchase in your store.

  • Customers from selected Catagories - The promotion is visible to all users from a specific customer category that are logged in.

time-limit

You can define a limit for the Promotion. You can have it:

  • Forever - Default option. Always available, in this case, you have to turn off both date limit and usage limit.

  • Dates - Schedule the promotion between two dates.

  • Uses - Define the maximum number of uses in the store (not by client). When the limit is reached the promotion is disabled.

time-limit

Once you are finished, click on the Save button and go back to the promotions page, you will see the created promotion there. Note: The green circle means that the promotion is currently active and valid, you can disable it anytime in that case the circle will become yellow, if the circle is red, that means the promotion has expired.

sample-promotion

To create similar promotions, you have the option to duplicate, which clones the promotion so you don't need to configure it all again.


How Cumulative and Non-Cumulative Promotions are Calculated

When the “Cumulative” option is selected, it means that if there are several active promotions that affect the purchase that is in the cart, all promotions will be added and the respective discount will be made.

It is important to keep in mind that ALL promotions must be cumulative, for this to take effect.

If there is a combination of cumulative and non-cumulative promotions, the combination of promotions that best suits the buyer will apply.

Let's look at the following examples:

Example 1:

  • We want to make a promotion of 100% discount on the shipping amount.
  • We also have a 10% discount promotion for product A.
Items in the cart: Total to be paid if both promotions are cumulative: Total to be paid if just one of them is cumulative:
One product A with original price of $1.000
One unit of product B priced $500.
One unit of product C priced $300.
Shipping costs: $1.2000
Product A with discount: $900
Product B: $500
Product C: $300
Shipping costs: $0

Total: $1.700
Product A price is set without the discount: $1.000
Product B: $500
Product C: $300
Shipping: $0

Total: $1.800

Only the shipping promotion applies because it is the one that brings the most benefit to the customer.

Example 2:

  • We want to make a promotion of $ 1.000 discount on the total amount of the purchase.
  • We also have a 10% discount promotion for product A.
Items in the cart: Total to be paid if both promotions are cumulative: Total to be paid if just one of them is cumulative:
One product A with original price of $20.000.
One unit of product B priced $5.000.
Product A with discount: $18.000
Product B: $5.000
Shipping costs: $1.500
Discount on order subtotal: $1.000
Total: $23500
Product A price is set with the discount: $18.000
Product B: $5.000
Shipping costs: $1.500

Total: $24.500

Only the discount promotion applies to product A because it is the one that brings the most benefit to the customer.

Limitations

  • You cannot make promotions and discounts such as "2x1" or "get a discount on a 2nd product". For example, the customer buys one product and get a second for free or at a discounted value.

  • You cannot make promotions and discounts for a specific payment method. The discount is not affected by the payment method you choose. For example, order and pay with any credit card or specific means of payment shipping can not be applied.


FAQ

1. How is the Total amount of an Order calculated?

Promotions, Shipping and Taxes are heavily related. The following article explains the relationship between them.

An Order might present the following values:
- Order Subtotal: represents the sum of all Order Products subtotal.
- Order Shipping: represents the Shipping Taxes charged for this Order.
- Order Taxes: represents the Country Taxes charged for this Order.
- Order Discount: represents amount of money discounted via Promotions associated to the Order. It's a negative value.
- Order Total: sums all the above items (total = subtotal + tax + shipping - discount).

The calculations are applied by this order. Promotions are calculated with the Order Subtotal, Shipping and Tax amounts (avoiding a circular reference).

A Promotion can be applied to:
- Order Total: the total amount of the Order calculated above.
- Order Shipping Amount: only the Shipping Amount of the Order.
- Categories / Products: to specific Products (before they are checked-out).

2. I have a promotion applied to certain products (10% discount) and I want to offer free shipping with a promotion for orders over $500. What is the price of the products that are taken into account to apply the shipping promotion? With or without discount?

You will take the price of the products before applying a 10% discount to calculate whether or not to apply the shipping promotion.

For example, we have a $550 product with 10% left at $495. The shipping promotion will also apply, because the original price of the product was equal to $550. It fulfilled the conditions of the shipping promotion.

3. I have a shipping fee of $0 set for orders above $50. I also have a promotion, applied to the subtotal of an order. Will they interfere with each other?

The shipping value is always calculated before any promotion. That is, on the real price without discount of the product or products.

If you plan to offer a "free" shipment for orders over a certain amount, consider using the promotions applied to the shipping amount.

It will not take in consideration Promotions on:
- Order Total.
- Order Shipping Amount.

but will take in consideration Promotions on Categories / Products (which are calculated before Checkout).

If you plan to offer "free" shipping for Orders above a certain amount, consider using the Promotions applied to the Shipping amount.