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

In this section:

1

Provide general details of the cart promotion.

2

Create promotion 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 can 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:

  • the 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).

Provide General Details

Firstly, open the Campaign Manager and choose the cart-level promotion.

Set up Promotion

Add a name for a promotion and a timeframe (start and expiration date).

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

Promotion Banner

Validation rules for the first tier (level):

Customer Segment is New Customers

Contains tshirt

49.99 order volume

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

Create Promotion Tiers

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 Create level option.

Create Level

The remaining steps are the same as in the first tier. You need to define the name for a tier, a banner that your customers will see, and rules that their order has to meet. 

The rules for the second tier are as follows: 

Second Promotion Tier

Both levels are ready so you can confirm promotion with SAVE.

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 maximum 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.

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

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

Promotion Hierarchy

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