Promotions are discounts automatically applied to a consumer's cart

The Promotions tab displays a list of your promotions with controls to search and sort and a Create new button at the top right.  

Clicking on the downward arrow next to each header item in the table sorts existing promotions.

Use the search bar to find specific promotions. Results will auto-populate as you type. 

Promotions - introduction

From the Promotions tab, click Create promotion to create a new promotion, or click on an existing promotion’s title to edit it. Both options direct you to the Edit promotion screen to complete the following sections.

The Enabled button at the top of the page is a main control that toggles whether or not the promotion can be active.

Promotion details

  • Promotion title - enter a name for the promotion. This will be displayed in the list of promotins on the main Promotion tab.

  • Start and End date and time - the date and time range the promotion is valid. 

    • The End now button cancels an active promotion.

  • Price list selection

    • All - the coupon will apply to all eligible SKUs on all eligible price lists.

    • Select price list - the coupon will only apply to eligible SKUs from the price lists you select.

SKU selection

Target SKUs provides three different methods for choosing which SKUs the promotion applies to.

  • Inclusion list - SKUs that are eligible for the promotion.

  • Exclusion list - SKUs that are not eligible for the promotion.

  • All SKUs - all SKUs are eligible for the promotion. 

The Inclusion list and Exclusion list options both require further set up with the Browse SKUs or Bulk Upload SKUs features. 

  • The Browse SKUs modal has a drop-down menu at the left to filter SKUs by List of SKUs, Categories, or Attributes at the left. When List of SKUs is selected, use the search bar at the right to find SKUs by their title or ID. 

  • The Bulk Upload SKUs modal allows you to import a price list in .CSV format. There is also an option to download a template .CSV file to avoid errors when uploading.  

Promotion type

Promotion is applicable on has three buttons to select the whether the promotion applies to:

  • Specific SKU(s) 

  • A customer’s Cart Value

  • The Quantity of items in a customer’s cart

Promotions - setting up a promotion

Use the Promotion type drop-down menu in conjunction with the Value field to choose whether the promotion will give the customer a Percentage off, an Amount off, or a discount applied to the shipping costs with Shipping off

When Shipping off is selected, the Shipping type and Shipping-Promotion-type drop-down menus appear. 

Use the Shipping-Promotion-type drop-down menu to choose between Percentage off, Amount off, or Free. The Value field will change based on selection to allow for a percentage, dollar amount, or disappear, respectively. 

Promotion - SKU promotion

Enter a number in the Minimum cart value field to set the minimum value the customer’s cart must reach before being eligible for the promotion. 

Use the Promotion type drop-down menu in conjunction with the Value field to choose whether the promotion will give the customer a Percentage off or an Amount off.

The Add another tier feature allows you to create progressive promotions based on increasing minimum cart value thresholds. 

An example of a tiered promotion would be as follows:

  • 10% discount once the cart reaches $100

  • 15% discount once the cart reaches $150

  • 20% discount once the cart reaches $200

Click the Add another tier button to add a tier and its corresponding Delete button to remove the tier. You can create up to six tiers.

Promotions - cart value promotion

Enter a number in the Minimum quantity of SKUs field to set the minimum number of items the customer must have in their cart before being eligible for the promotion. 

Use the Promotion type drop-down menu in conjunction with the Value field to choose whether the promotion will give the customer a Percentage off or an Amount off.

The Add another tier feature allows you to create progressive promotions based on increasing minimum cart value thresholds. An example of a tiered promotion would be as follows: 

  • 10% discount once the cart reaches 3 items with eligible SKUs

  • 15% discount once the cart reaches 4 items with eligible SKUs

  • 20% discount once the cart reaches 5 items with eligible SKUs

Click the Add another tier button to add a tier and its corresponding Delete button to remove the tier. You can create up to six tiers.

Promotions - quantity promotion

Last update: Jan 21, 2022

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