Creating Cart-Level Discounts
What We'll Cover
Cart-level discounts are a way to set up product discounts based on whether the customer's shopping cart has met certain criteria, such as including certain products or brands, meeting a certain order amount, or even whether the customer has purchased before.
Due to the nature of cart-level discounts, 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.
Why don't I see all of these in my store? Over the next few weeks, we will be rolling out additional discount logic and some changes to the user interface. This article reflects the most recent changes, which may not have been rolled out to your store yet.
Types of Cart-Level Discounts
Free Shipping discounts
- Order at least X units of product Y, get free shipping to specific shipping zone
- Order at least $X, get free shipping to one or more shipping zones (you will see additional options for a Free Shipping message)
Just so you know... If your discount conflicts with your shipping zone setup, the discount will take priority over the shipping zone rule.
- Get $X discount on orders of $Y or more
- Apply a $ or % discount to the subtotal of orders of $X or more
- Order at least $X, get one unit of Product Y for $ or % off
- Order at least $X, get Y% off one or all units of the least or most expensive items in the cart (e.g. Order at least $100, get 20% off the least expensive item in the cart)
- Apply a tiered discount to the order subtotal, based on the order value
- Apply a tiered discount to applicable products based on the quantity of items ordered within one or more categories
- Get $X or % off all items in one or more categories (can exclude certain subcategories)
- Buy X units, get Y units in the same category free (must be of equal or lesser value)
- $X discount for repeat customers (i.e. customers with registered accounts)
- X% discount for repeat customers (i.e. customers with registered accounts)
- 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
- Get $X or % off each item in one or more brands (can exclude certain categories)
Offering a Free Item? If you are using one of the Buy One Get One discounts, it will only add the free item if the shopper clicks the banner prompt.
Viewing Cart-Level Discounts
Go to Marketing › Cart-Level discounts. Your existing and sample discounts will be displayed.
In addition to the list of your discount rules, you can also see the following statistics and settings:
- Number of times used — how often the discount rule has been triggered / total number of allowed uses
- Start Date/Time — the date and time on which the rule is/was activated
- Activated — whether or not the rule is currently active; check or uncheck to enable/disable
- Stop After This Rule? — see explanation below
Multiple discount rules can run on qualifying orders (i.e. they are "stacking"). The order in which the discount rules are arranged is the order in which they will be run for each order. You can rearrange them by dragging them up or down in the list. If Stop after this rule is checked for a discount rule, none of the rules below it will run if it is triggered. This will prevents discount rules from stacking up.
Click Action › Edit to edit the settings of an existing discount rule.
Creating a Cart-Level Discount
1. Click Create a Discount Rule.
2. Enter a Rule Name - this is an internal name that you can use to keep track of your discounts.
2. Select a Rule Type - The category of rule you want to set up, then select the individual rule you wish to use. See Discount Types above for a full list of rules and rule types.
If you are using a rule that requires additional information, such as selecting a particular product or category, add that information now. You also have the ability to discount a product with options / SKUs.
3. Select All Customers or a specific Customer Group - Use this to specify which customers are eligible to receive the discount rule. For example, you may want to limit the discount to wholesale, high-value, or new customers.
4. Choose the rule's Duration - Use this to specify a start and end date and time for your discounts to run. Just select your start date from the calendar, and the start and end time. This will use the time zone in your Date and Time Settings.
For more on the Duration feature, see Duration Dates and Times.
5. Limit the usage of this discount - Use this to limit discounts to a certain number of uses.
- Make this discount rule inactive after X uses — refers to total uses, not uses per customer
6. Activate - select this to make your rule begin taking effect. Unchecking it will disable the rule but keep it in your control panel for later use.
Duration Dates and Times
The duration settings allow you to set a specific period during which your discount 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 Language and Date 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.
- All discount rules created prior to the start date/time feature have been giving a start date of Monday, July 6 at 12 am.
Free Shipping Message Placeholders
If you are using a free shipping discount rule, you can display a message on specific pages, letting your customers know how much more they need to spend in order to qualify for free shipping.
By default the message reads "Spend another $[#] to qualify for free shipping!". The variable %%REMAINING_AMOUNT%% is used to display the additional amount your customer must spend in order to qualify for the discount. The message can be customized with any combination of text and the following variables.
- %%PRODUCT_NAME%% — The product name.
- %%REMAINING_QUANTITY%% — The additional number of products the customer must purchase to qualify for free shipping.
- %%TOTAL_QUANTITY%% — The total number of products that need to be purchased to qualify for free shipping.
- %%CART_QUANTITY%% — The number of products currently in the customer's shopping cart.
- %%REMAINING_AMOUNT%% — The order amount remaining to qualify for free shipping.
- %%TOTAL_AMOUNT%% — The total order amount the customer must spend in order to qualify for free shipping.
- %%CART_AMOUNT%% — The order amount of the customer's current cart.
What do discounts look like to customers?
When your customer goes through checkout, they will see a discount line item showing how much their order was discounted.