Cart-level Promotion

Cart-level promotions apply discounts to a customer's cart without promo codes. Once a customer qualifies for a promotion, the discount is automatically added to their cart. 

With Areas and Stores (enterprise feature), you can create promotions targeting specific markets or shops within one project. You can create areas representing your regional structure and stores representing your points of sale. Additionally, you can manage your team and assign permissions to store or area managers. This way, they can run promotions independently without the risk of affecting campaigns assigned to other areas or stores.

Contents

1. Glossary
2. Create a cart-level promotion:
1. Step 1: Promotion details
2. Step 2: Discount tiers
3. Step 3: Discounts application rules
4. Step 4: Promotion hierarchy
5. Step 5: Metadata
6. Step 6: Summary
3. Tracking and maintenance

Glossary

Here are the key definitions to grasp before setting up your first in-cart promotion:

Discount tier

You can create many promotion tiers in a single promotion. The promotion tier has its name, discount, validation rules, and metadata. Tiers are meant to offer discounts under different buying conditions. 

Hierarchy

If you create multiple tiers, you need to set up a hierarchy. The tier at the top of the hierarchy list will be applied before the remaining tiers. In the promotion stacks option, discount tiers can be grouped and redeemed simultaneously in a single transaction. The hierarchy within a stack defines the sequence in which each discount in the group will be applied to a single transaction.

Promotion banner

Information added as a banner is returned in the API response. Banners can display information about your promotion after integrating a cart promotion with your system.

Promotion metadata

Metadata enables you to add custom attributes to a promotion. Metadata serves reporting purposes and extends the possibilities of API integration.

Promotion stack (combined promotion)

A stack is a group of promotion tiers that can be applied together as a single redeemable. You can add stacks when creating a new cart promotion.

Promotion tier metadata

Metadata enables custom attributes to be added to each promotion tier.

Validation rules

Validation rules are rules attached to the discount and checked during the redemption. In promotions, validation rules are set per tier. Each promotion tier can offer different discounts based on various conditions.

Create a Cart-Level Promotion

To create a cart-level promotion, go to Campaigns in the Voucherify dashboard and click Create Campaign. Next, choose Promotion as the campaign type. 

Before customers can use cart-level promotions in your store, you must connect the qualifications API with your system. When the integration is ready, Voucherify will validate each order and offer qualified customers discounts from promotion tiers. 

Step 1: Promotion details

Configure general promotion settings:

• Name – each promotion is listed under a unique name in the Campaigns section. 
• Starts on, Expires, Valid within time frame, and Valid on specific days define the campaign activity timeframe.

Promotion tiers can have their timeframe. Otherwise, they will inherit a promotion timeframe (start and end date). When you set a timeframe for promotion and tier, both  rules must be satisfied to apply the discount.

Step 2: Discount tiers

Create promotion tiers and configure their details. Each promotion tier defines a specific discount and the conditions needed to qualify for the discount. You can create a single- or multi-tier promotion. Each tier can carry a different discount and associated validation rules.

Configure the following settings:

1. Name and banner that can be shown to your customers.
2. Category of the promotion tier.
3. Promotion tier timeframe that defines the start and end date of the discount activity. When you leave it empty, the tier inherits the campaign timeframe. Tier start and end dates must be set within the campaign timeframe.  
4. Discount settings. In this section, you can choose the discount type and value and define how the discount will be applied to the customer's order. For more information, check the Complete Discounts Guide.

Dynamic discounts

Instead of using a static value for a given discount, you can create formulas with mathematical and logical operators and assign a dynamic discount value. Discounts will be calculated during redemption based on the provided formula and metadata values.

5. Validation rules define the required cart structure, customer-related limits, promotion budget, and other rules that limit discount redemption. You can create new validation rules or choose from the existing rules.
6. Promotion tier metadata (optional) store custom attributes in key/value pairs. Promotion tier metadata can narrow down validation results. Using the qualifications API, you can filter out tiers with particular metadata assigned. To add metadata to a tier, first define a new attribute in the Promotion Tier using Metadata Schema. The app lists all added definitions in the Promotion tier metadata list.
   1. Define the attribute value and confirm with the plus.
   2. Confirm the tier with Save. Click Create tier to configure another promotion tier and set up its details. To create a single-tier promotion, go to the next step.
7. After you confirm the second tier, you will see a list with all active tiers. Use Actions ⋮ to edit or delete a tier.

There is no limit on the number of tiers within a cart-level promotion. With the tiering mechanism, you can implement gamified promotions in your store.

Step 3: Discounts application rules

There are two main discount application rules for a cart-level promotion:

• Tiers only – allows you to operate on tiers when redeeming a promotion.
• Tiers and stacks – allows you to group tiers into stacks and validate and redeem stacked tiers as one object. It means that Voucherify can validate and apply multiple discounts grouped at once.

Combined promotion

In Tiers and stacks, use Create combined promotion to group promotion tiers in a promotion stack. Name the stack, add an optional category, and select the tiers to include in the stack. Use arrows to change the order of the promotion tiers within the stack. Use the trash button to remove a tier. 

Once you create the stack, click Save.

To define more stacks, click  Create combined promotion and repeat the steps listed above. Click the three dot menu on the right to edit or delete the stack.

Step 4: Promotions hierarchy

The promotions hierarchy defines the order in which the discounts from different tiers will be applied to a customer's order. If a customer qualifies for discounts from more than one tier, discounts will be applied in the order defined in the hierarchy.

Use arrows to change the hierarchy of promotion tiers.

Step 5: Metadata (optional)

In this section, you can assign custom attributes (metadata) to the promotion.

Step 6: Summary

Check the campaign summary and confirm the promotion with Save and Release. Voucherify will direct you to the detailed promotion view.

Tracking and maintenance

You can edit the promotion settings once the campaign is active. Click on the pencil button to open the Campaign Manager and introduce changes in the campaign.

From the promotion view, you can choose a tab to display more details about the campaign.