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Automatic Promotions

Automatic Promotions are a way to set up product discounts based on whether the customer's shopping cart has met specific criteria, such as including certain products or brands, reaching a set order amount, or even whether the customer has purchased before. Shoppers won't need to enter in a coupon code, as the promotion is automatically applied, leading to less friction on the checkout.

Sales are easy to schedule in advance, as promotions can be created with a set start and end date. This allows you to focus on promoting your sale through social media and email marketing, rather than manually managing the promotion in the control panel.

Due to the nature of Automatic Promotions, they will not be apparent to the customer until after they have added products to their cart. For this reason, we recommend advertising your discounts with a marketing banner or on your store's carousel.

 
 

Types of Automatic Promotions

Shipping discounts

  • Order at least X units of product Y, get free shipping to specific shipping zones
  • Orders totaling more than amount, get free shipping to specific shipping zones
 

Just so you know... If your discount conflicts with your shipping zone setup, the promotion will take priority over the shipping zone rule.

Product discounts

  • Buy one get one free
  • Buy one get something else free
  • Buy (X units) of Product A, get (Y units) of Product B for $ or % off per unit
  • Apply an amount or % off to Product X

To learn more about this discount, see Creating Product Level Discounts.

Brand discounts

  • Apply a $ or % discount to each item in one or more brands (can exclude certain brands)

Category discounts

  • Apply an amount or % off each item in one or more categories (can exclude certain subcategories)
  • Buy X units in (Category A), get Y additional units in the same category free (must be of equal or lesser value)
  • Apply a tiered discount to applicable products based on the quantity of items ordered within one or more categories

Order discounts

  • Spend at least the specified amount, apply an amount or % discount to the order subtotal
  • Spend at least the specified amount, get one unit of Product Y for an amount or % off
  • Spend at least the specified amount, get Y% off (one or all) unit(s) of the (least or most) expensive item(s) in the cart

Customer discounts

  • Discount amount for repeat customers
  • X% discount for repeat customers
 

Offering a free item? If you are using one of the Buy One Get One discounts, there will be an additional option to add any eligible free product automatically to the shopper's cart. By default, this option is enabled. If you disable it, shoppers will need to click the eligible banner prompt on the cart page and manually add the free product to their cart.

 
 

Viewing Automatic Promotions

Go to MarketingPromotions to see your active and disabled promotions in the Promotions Manager.

screenshot of the promotions manager

In addition to the list of promotions, you can also see the following statistics and settings:

  • Currency — the currency the promotion will affect. Percentage-based discounts can optionally be applied to "All Currencies".
  • Uses — how often the promotion has been triggered / total number of allowed uses
  • Start — the date and time for the promotion to activate
  • End — the date and time for the promotion to expire
  • Active? — whether or not the promotion is currently active; toggle to enable/disable

Multiple promotions can run on qualifying orders. For example, you have a promotion that gives them 10% after spending $20, and another that gives them 50% if they spend $75. If the shopper spends $100, they qualify for both discounts.

The sequence in which the promotions are arranged is the progression in which they will be run for each order. To rearrange the order that promotions are applied, click Manage promotion priorities, then click and drag promotions up or down in the list. If Stop after this rule is checked, none of the promotions below it will run if that specific promotion is triggered. This works to prevent multiple promotions from combining, as seen in the example above.

Promotion prioritization screenshot

Once you have re-arranged the order of your promotions, click the arrow button to return to the Promotions Manager.

 
 

Creating an Automatic Promotion

To create an automatic promotion, go to MarketingPromotions and click New Automatic Promotion.

Enter a Promotion Name and select which currency the promotion will affect (for percentage-based discounts, you can also optionally apply the discount to "All Currencies"). The promotion name is an internal name that you can use to keep track of your discounts.

Automatic Promotion name and currency fields

Select a Promotion Type. This is the category of promotion you want to set up, then select the individual discount you wish to use. See Types of Automatic Promotions above for a full list of discounts and promotion types.

If you are using a promotion that requires additional information, such as selecting a particular product or category, add that information now. You can also discount a product with options and SKUs.

The Select a Product window

Select All Customers or a specific Customer Group. Use this to specify which customers are eligible to receive the promotion. For example, you may want to limit the discount to wholesale, high-value, or new customers. For more information, see Customer Groups.

The customer group setting in the Automatic Promotions settings

Choose the promotion's Duration. Use this to specify a start date and time for your promption to run. Select your start date from the calendar, and the start time from the dropdown. Click Add end date to specify a date and time for the promotion to expire, then set the date and time. Promotions will use the time zone in your Date and Time Settings. For more on the Duration feature, see Duration Dates and Times.

The duration setting in the Automatic Promotions settings

You can limit discounts to a certain number of uses by enabling the Limit the usage of this discount option.

  • This discount can only be used X time(s) — refers to total uses, not uses per customer

Click Activate to make your promotion begin taking effect. Unchecking it will disable the promotion, but keep it in your control panel for later use.

Check Activate to enable the promotion.

 
 

Duration Dates and Times

The duration settings allow you to set a specific period during which your promotion should run. When selecting your date period, keep the following in mind:

  • All dates and times will be in your store's time zone (see Store Settings).
  • Rules will only apply to orders placed after the rule was created, regardless of start date and time.
  • If you update your store's time zone or change the Daylight Savings Time setting, your rule will start at its original starting time. For example, if your rule is set to begin at noon, and you move forward one hour in time, your rule will now start at 11 am in your new time zone.
 
 

Promotion Banners

Promotion messaging can be placed in various areas of the store to upsell, announce eligibility, and congratulate shoppers. The banners will trigger only if the shopper meets the parameters of the discount and if content has been added to the appropriate banners. These banners are optional and utilize the WYSIWYG Editor so they can include images and links to specific pages. You can also use placeholders to inject certain information into the banners.

By default, the banners will take on the theme's styling and look like this:

Example of a promotions banner

 

Congratulations Banner Message

This banner displays on the cart page when the shopper has qualified for the discount, and it has been applied.

Example of congratulations banner message

 

Eligible Banner Message

This banner displays on the cart page when a shopper qualifies for an order. It's useful for Buy One Get Something Else free situations, where the shopper needs to pick options.

Example of a eligible banner message

 

Upsell Banner Message

This banner can be placed on the home, product, cart, and checkout pages. The message appears when a shopper has added something to their cart but does not qualify for a discount yet.

Example of an upsell banner message

 

Promotional Banner Message

The promotional banner is shown when other banners do not apply. For example, when a shopper has added something to their cart and has made no progress toward meeting the condition of the promotion. It can be used to inform shoppers about ongoing promotions that are currently running to help drive conversion.

An example of a promotional banner

 

Placeholders

These placeholders can be used in the above message boxes. Some placeholders only apply to certain Discount types. 

  • %%condition.required%%  — The total number of items or spend amount required to satisfy the condition.
  • %%condition.matched%% — The number of matching items in the cart or the total cart value contributing to satisfying the condition.
  • %%condition.remaining%% — The number of items or spend amount remaining to qualify.
  • %%action.discount.applied%% — The actual discount amount applied by the rule.
  • %%action.discount.configured%% — The discount amount set when the rule was created.
  • %%action.offers.redeemed%% — The number of items that have been discounted.
  • %%action.offers.redeemable%% — The number of items for which a discount is available but not redeemed.
  • %%action.offers.total%% — The total number of items eligible for discount.
 
 

FAQ

What do promotions look like to customers?

When your customer goes through checkout, they will see a discounted price showing how much their order was discounted. It will not show on the product or category pages.

Will Automatic Promotions affect gift certificates?

No. Gift certificates are excluded from Automatic Promotions.

How do I create a product discount automatic promotion?

Go to MarketingPromotions and click New Automatic Promotion. Choose Product discount as the promotion type, then choose Apply an amount or % off to Product X. The Add Free Product automatic promotion will only become available when the percent off per unit is set to 100%. Save your changes.

Product discount automatic promotion

How do Automatic Promotions interact with manual discounts?

Manual discounts are applied when creating a manual order or when editing an existing order.

  • Manual Orders: Manual discounts will be additive to Automatic Promotions and Coupon Promotions.
  • Existing Orders: Manual discounts will override Automatic Promotions, but be additive for an already applied Coupon Promotion.

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