Create and Manage Offers
Set up and manage custom discounts, incentives, and coupon codes
Create and Manage Offers
From the Offers menu, choose New Offer to create a new Offer, or select an existing offer to Edit, Suspend, or Clone it.
General
On the General card, configure the following parameters
Name - the Offer's name will be displayed in the customer's cart, and on Offers Reports.
Type - choose a Site or Voucher offer. A Site Offer applies to a customer's cart contents globally, while a Voucher Offer only applies when a specific Coupon Code is entered.
Currency - select a currency for which the offer will apply.
Priority - rank the offer, such that the higher priority offer takes precedence to apply in cases where a customers cart contents may trigger more than one offer.
Condition
Next, set up the Condition under which your Offer will apply to the customer's cart. The Condition lays out the requirements for the customer (for example certain products, or a number of products being added to the cart) to qualify for the Offer incentive.
Specify the Condition Type from the list of options:
Quantity greater than or equal to
Quantity equal to
Total price greater than or equal to
Total price equal to
Number of distinct products greater than or equal to
Number of distinct products equal to
Depends on number of items in cart that are in condition range
Depends on value of items in cart that are in condition range
Needs to contain a set number of DISTINCT items from the condition range
Enter the Value that corresponds to the Condition Type chosen above. For example, if you choose "Depends on number of items in cart that are in condition range" and a Value of "3", the Offer would apply to a customer cart only if 3 qualifying items were added to the cart.
Choose a specific Product Range, from which a product must be in the cart to qualify for the Offer.
Incentive
Define the incentive (discount) the customer will receive for applying the offer. For example, you may choose to give the customer a discount off the total value of their cart, off a certain number of items in their cart, or off the shipping cost of their order.
Specify the Discount Type to define the customer incentive from the list of options:
Discount is a percentage off of the product's value
Discount is a fixed amount off of the product's value
Discount is to give the cheapest product for free
Get the products that meet the condition for a fixed price
Discount is a fixed amount of the shipping cost
Get shipping for a fixed price
Discount is a percentage off of the shipping cost
Enter a corresponding Value (in currency units or percentage).
For example, you may choose Type "Discount is a fixed amount off of the product's value" and a Value of "50.00" - meaning the item in the cart will be discounted by ($)50.00.
Subscription
Offers can be configured to apply to subscriptions.
Apply Only Subscription - Choose this setting to apply the discount only to subscription line items within the range that is in the cart.
Apply Only First Order - Choose this setting to apply the discount to only the first order of a subscription line item within the range that is in the cart. This is useful if you want to apply a discount only to the first subscription period (such as a trial period), and revert to the full subscription price for ongoing billing periods.
Combinations
Non-exclusive Offers can be combined to create more complex, or stackable discount logic. Define which Offers should be allowed to act in combination with each other from this setting.
It's useful to remember that combinations work in both directions - i.e. if "Offer A" includes a combination for "Offer B", then "Offer B" will automatically have "Offer A" listed as a combination.
Restrictions
The final step in setting up an Offer is to define Restrictions. These limit the time frame in which an Offer is available, the usage, and the total discount.
Start Date & End Date
Max Cart Applications - The total number of times this offer can be applied to a cart (and order)
Max User Applications - The number of times a single user can use this offer
Max Global Applications - The number of times this offer can be used store-wide before it is made unavailable
Leave these values blank if you do not want to set limits on the offer's usage.
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