Manage Promotions

Last Updated: Nov 14, 2018 10:37AM EST

Overview

With ProductCart, you can create promotions such as “Buy Two, Get One Free”, or “Buy one pair, get the next 50% off”, etc. You can access this useful feature from the Marketing menu: Marketing > Manage Promotions
 

Adding a New Promotion

From the Marketing menu, select Manage Promotions, then locate the product to which the promotion will apply. For quicker searches, the advanced search page allows you to filter in (or out) products to which a promotion has already been applied.



On the Add New Promotion page, you will see the following settings:
  • Promotion Message
    The Promotion Message is the message that will be displayed when the product being promoted is shown in the storefront. The message is shown in the area of the product details page where prices are shown (see “In the Storefront” section of this page). The message is also shown in a special region of the “View Shopping Cart” page that lists promotions that are available for the products that have been added to the shopping cart.

    The message does not automatically include the product name (you have complete flexibility in what the message says), so in most cases you will want to include it in the message itself. For example: “Buy 2 'Deluxe Widgets' and get the 3rd one free” or “Buy 1 pair of 'Super Runner Pro Shoes' and get the next pair half off.”, etc.

     
  • Confirmation Message
    The “Confirmation Message” is the message that is shown on the shopping cart page when a promotion is applied to the shopping cart contents.

    The message does not automatically include the product name (you have complete flexibility in what the message says), so in most cases you will want to include it in the message itself. For example: “Buy 2 get 1 free promotion on 'Deluxe Widgets'” or “Total reflects 50% off 2nd pair of 'Super Runner Pro Shoes'”. Once you have added the promotion, go to the storefront and add the product to the cart so that the promotion is applied to it: you will then see how the message is displayed and can tweak it as you wish.

     
  • Short Description
    The “Short Description” is the message that is saved to the database together with the other order details and shown on all order details pages together with other discounts and promotions that apply to the order. The customer knows what was purchased and which promotion was running at the time, so the message can be shorter than the ones shown in the storefront, prior to the purchase.

    It should describe the promotion that has been applied to the order in a way that can be easily recognized at a later time. The message does not automatically include the product name (you have complete flexibility in what the message says), so in most cases you will want to include it in the message itself. For example: “Buy 2 get 1 free on 'Deluxe Widgets'” or “50% off 2nd pair of 'Super Runner Pro Shoes'”

     
  • Quantity Trigger
    The promotion might require more than one unit being purchased in order for it to apply to the order. This is where you can specify that number. For example: “Buy One; Get One Free” (also known as BOGO) will require the 'Quantity Trigger' to be set to 1... whereas “Buy 2 pair; get 50% off the 2nd pair” will require the 'Quantity Trigger' to be set to 2.

     
  • Apply to Next N Units
    In most cases (e.g. ”“Buy One; Get One Free”) you will set the promotion so that it applies to the next unit. In a “Buy One; Get One Free” promotion, for example, you will set Apply to next N Units to 1 and the discount percentage to 100%.

    However, N might be higher than 1. For example, you could create a promotion that says: “Buy 2 bottles of 'Nice Wine' and get 30% off the next 2 bottles” (here N=2). Or you may want to liquidate some inventory with a promotion such as “Buy 5 and get 5 free” (here N=5).

    If Apply to Next N Units is 0 (N=0) the promotion will be applied to all additional units of the product. For example: “Buy 2 pairs of 'Red & Blue Jeans' and get 20% off any additional pair.”

     
  • Type of Discount
    The discount can be a set amount (e.g. $10) or a percentage of the product's price. In this second scenario, the discount may be different depending on the Customer Type, as the product's price itself may vary (e.g. Retail vs. Wholesale customers). Use a 100% discount to implement any promotions where the product becomes free.

The bottom half of the page shows options for "Parameters that Restrict Applicability" (shown below):



Here, you can filter the promotion so it is available to select customers/customer types:
  • Filter by Customer
    • Make this promotion only available to select customers
    • Make this promotion available to all customers EXCEPT the selected customers
    • If you select "Include selected customers" and do not add any customers, the promotion will be available to everyone.
  • Filter by Customer Pricing Category
    • Make this promotion only available to select customer pricing categories
    • Make this promotion available to all customers EXCEPT those in the selected pricing category
    • If you select "Include selected customer categories" and do not add any categories, the promotion will be available to everyone.
  • Filter by Customer Type
    • Make the promotion only available to retail customers or only available to wholesale customers by checking the box next to the option.
    • If no types are selected, the promotion can be used by anyone.

When you are finished with the filters, click "Save" at the bottom of the page to activate the promotion.
 

View/Edit or Remove Promotions

Once you've added a promotion, you can view/edit it by selecting Marketing > Manage Promotions. From there, you will be taken to the familiar Locate Product page. However, halfway down the page, there will be an additional option to filter your search "By Promotion" (shown below):



By default, the radio button beside "Include both" is selected. Select the radio button beside "Only products with a promotion" to view current promotions within your store.

Once you run the search, the products with promotions will be listed. Click on the Modify button (diagonal arrow) to return to the edit page for the promotion.

If you wish to end the promotion, you can select the "Delete Promotion" button at the bottom of that page.
 

In the Storefront



Promotion information is shown in the storefront:
 
  • On the Product Details page
  • On the View Shopping Cart page
  • During checkout in the Order Preview section of the checkout page
  • After an order has been placed, on the Order Details Page  

Frequently Asked Questions


Why isn't the free or discounted item added automatically?
ProductCart tries to mimic the purchasing experience you have in a retail store as that is the buying process that people are most comfortable with. So, in a retail store, if there is a “Buy 2 Get 1 Free” promotion on canned tomatoes, you need to bring 3 cans of tomatoes to the cash register, not 2. That’s exactly how ProductCart works. You add 3 items to the cart, and the promotion automatically kicks in and makes the third item free.

In addition, the third item a “Buy 2 Get 1 …” promotion might not be free, but rather sold at a discount. In the retail environment, for instance, this happens often with things like clothing: “Buy 2 Pairs of Jeans, Get 50% Off the 3rd”. Well, you might only need one and not want the 3rd one, even if it’s discounted. So in this case too, the third item is not automatically added to the shopping cart.

 
Can I do a promotion that says “Buy This, Get That Free” or “Buy This, Get Any of Those Free”, etc.?
Not yet. This is more complex than meets the eye, due to implications with properly handling things such as: quantity discounts, conflicting promotions, etc. The same is true with supporting promotions at the category level. We plan to consider this in a future release.
 
How is inventory handled on promotional items?
An item that is on promotion, even if free as a result of the promotion, is handled exactly as if it was being purchased at full price. Weight, inventory, etc. are handled as if the product were not part of a promotion.

Promotions & Apparel Products

If your ProductCart-powered store is using the Apparel Add-on, you should consider the following when using the Promotions feature:
  • Promotions are applied to the Parent product, not to sub-products
  • When the promotion is applied, all sub-products are included
  • If there is a price different among sub-products, the discount is applied to the cheapest sub-product first

For example, assume that:
  • There is promotion on a ski jacket
  • The promotion says: “Buy 1, get 50% the 2nd”
  • The jackets are all $200, except for the XXL that costs $20 more
  • The customer purchases a “Medium” and a “XXL”

In this example, the promotion is applied to the cheapest of the two sub-products that the customer is purchasing, which translates into a $100 discount (had the promotion been applied to the most expensive item, it would have lead to a higher, $110 discount).
 

Promotions & Configurable Products


If your ProductCart-powered store is using the Product Configurator version, you should consider the following when using the Promotions feature:
 
Same Configurable Product - Different Configurations
When multiple units of the same Configurable Product are purchased, and each unit is configured differently, the promotion is applied to the cheapest configuration.
  • The products appear as separate items in the shopping cart.
  • The promotion discount is calculated on the cheapest item (the one whose total configured price is lower).

For example: two units of the same computer laptop, but configured differently (e.g. one has a large hard-disk than the other).
  • Laptop XYZ with 200 GB hard-drive = $600
  • Laptop XYZ with 250 GB hard-drive = $700
  • Buy 1, get 20% off second → Promotion discount = 20% of $600 (cheaper of the two) = $120
  • Total price = $600 + $700 - $120 = $1,180

Same Configurable Product - Same Configuration

When multiple units of the same Configurable Product and configuration are purchased, AND there are ”additional charges” in the configuration, remember that they are independent of the quantity purchased, and this affects the promotion discount calculation. Please consider the following:
  • The products appear as a single item in the shopping cart
  • Additional charges” are - by definition - independent of the quantity (price is the same regardless of quantity purchased)
  • Therefore, in the promotion discount calculation, they are allocated equally to the various units that are being purchased.

For example: two units of the same computer laptop, configured identically, plus 2 hours of phone training (additional charge, independent of the number of laptops purchased).
  • Laptop XYZ = $600
  • Phone Training = $100
  • Buy 1, get 20% off second unit
  • ProductCart allocates the additional charge equally to each unit. The total configured price of the Laptop XYZ is therefore $600 + ($100/2) = $650
  • Promotion discount = 20% of $650 = $130
  • Total price = $600*2 + $100 - $130 = $1,170

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