Create In-Cart Promotion

Using promotions, you can apply discounts automatically based on cart content, order volume, and other custom attributes. If a customer meets the promotion tier criteria, a discount is applied straight to the order amount, no code needed.

In this article, you'll learn how to create cart-level promotion using the Campaign Manager.


Promotion Details

Run the Campaign Manager and select Promotion.

Set up promotion

The next step is to provide a name and a timeframe for your campaign.  Learn more here.

Promotion Details

In the 3rd stage, you should establish the discount type and value. Note that you can provide multiple discount tiers.

For example, in the case below the shopper will get 10% off if they purchase for at least $200 and 15% off if it's more than $400.

Along with the order amount, you can use other validation rules to differentiate the tiers, e.g., defining the products and customer segments that are eligible for the discount.


Tiers

In the first tier section, define the banner that appears after the shopper meets the discount criteria defined below (optional) and establish the discount.

Promotion Level and Banner

Discount value

Next, define how the discount should be applied to the customer's cart by choosing a discount effect:

Read more about discount effects

You can add more validation rules. Here, we use the total order amount. Every validation rule has to be confirmed with Add. When all rules are ready, confirm with Done.

Now, you can add another tier. We're going to add the second one which increases the discount amount to 15% off if the shopper buys products for at least $400.

Add a new tier.

New Promotion Tier

Define the name of the new tier, discount type, and banner shown to the customer who meets tier criteria.

Second tier

Add proper validation rules:

399 order volume

After your tiers are ready, confirm with SAVE.

In the next step, Voucherify allows you to create a promotions hierarchy. It's especially important if your promotion has three and more tiers. If your customers meet the criteria of at least two tiers – the tier higher in the hierarchy is going to be automatically applied. 

Promotions Hierarchy

In the 5th step, you can add optional metadata to the campaign to improve tracking. Note that you can also add metadata properties to individual promotion tiers. 

In the last step, you will see the summary of your campaign. It is a great moment to revise your campaign and make sure that all validation rules and discounts have been properly set as after campaign publication, customization possibilities will be greatly reduced. 

If your Voucherify account is integrated with your website/app, the shoppers who meet the criteria will see the discounted prices immediately after they add respective products to the cart. At any point in time, you can go to the campaign summary to see how it is performing. 

Visit Success Portal and Developer Docs for more information. 

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