How to create a multi-level promotion (how to use tiers)

What is a multi-level promotion? It's a cart-level promotion with more than one cart structure that qualifies a customer for an auto-applied discount 🛒

For example, you want to create a cart-level promotion with 10% discount for new customers (in a segment New Customers) and 15% for regular customers (in a segment Regular Customers) which is applicable if two conditions are met:

  • order includes a t-shirt,
  • new customer spends at least $49 or if it's a standard customer, spends at least $59. 
💡 Go here to learn more about customer segmentation

Instead of making two separate promotions, you can make one promotion with two tiers (levels). Let's go through the setup step by step 🚶


1
Firstly, open the campaign manager and choose cart-level promotion.

Running a promotion

2
Add a name for a promotion and a time frame (start and expiration date) ⏰

Promotion details: name and time frame

3
In the next step, we need to define promotion rules for each level, the discount, and a banner shown to customers. 

Validation rules for the first tier (level):

Validation rules for 1st promotion tier

Remember to confirm each validation rule with Add and Save the tier ✅

The first level for new customers is ready! Now, we can add a new tier (level) and set up a discount for regular customers. Choose ADD NEXT TIER.

Adding a new tier

Remaining steps looks the same as in the first tier. You need to define a name for a tier, a banner that your customers will see and rules that their order has to meet. In our example, it looks as follows:

Second tier

The rules for the 2nd tier (segment of regular customers, min. order value $59 and order includes t-shirt).

Validation rules for the second tier

That's it! 🥳 Both levels are ready so you can confirm promotion with SAVE 

💡Note that you can also add halting rules separately for each promotion level. For example, you can define the maximum number of new customers who can use the discount independently or the max. number of regular customers who can use it. Validation rules are built for each tier individually so you can model entirely different limits and rules that qualify a customer for a promotion.

4
In the next step you can also establish the promotions hierarchy which is useful if your promotion has three and more tiers.

In case your customer is eligible for more than one tier at once, the tier higher in the hierarchy will be automatically applied to cart. 

Promotion hierarchy