Discount Levels with Order Amount
In this tutorial, we will create a multi-level cart promotion with distinct order value break tiers:
- $100.00 or more – 10% off.
- $250.00 or more – 15% off.
- $500.00 or more – 20% off.
- $1000.00 or more – 25% off.
We will build a cart promotion with four tiers with validation rules based on the order amount.
- 1
- Build a cart-level promotion.
- 2
- Create four tiers based on order amount validation rules.
- 3
- Establish promotion tier hierarchy.
Build cart-level promotion
Begin by naming your campaign and setting up the timeframe (start and end date). Read more about time-related limits.
Add promotion tiers
Click Create level to build a new promotion tier.
To add a new tier, you will need to go through four steps:
- General tier information (tier name and banner).
- Promotion discount type and value.
- Tier validation rules (optional).
- Tier metadata (optional).
Let's name the tier and think of a banner (text presented to the customer when applying a promotion tier).
Next, select the type and value of the discount. You can choose between four types:
- Amount discount.
- Percentage discount.
- Unit discount (e.g., a free T-shirt).
- Free shipping.
Move on to add order-based validation rules.
You can create a new rule from scratch or select existing rules.
Create a new rule. You can choose between simple and advanced validation rules builder. As our order value rule is more complex, use the advanced builder. Then, hit Create to build a new rule.
First, name your rule and change the operators to mixed. This way, we will build an order value rule that is available for orders that are equal to OR more than 100$ and, at the same time, less than 250$.
Here is how to set up your rule:
Save the rule. In the last stage, you can add optional metadata (custom attributes) to the tier. Skip this step and click Done to save the tier.
Next, repeat this step for the three remaining tiers. Here are the proper validation rules to use for each:
- $250.00 or more
$250.00 or more – 15% off.
- $500.00 or more
- $1000.00 or more
When the tiers are ready, go to the next step to establish tier hierarchy.
Set up tiers hierarchy
We have set up some halting conditions already (with validation rules). With the less than rule, an order worth 260$ won't qualify for the first tier, but the second one automatically. However, as an additional layer of security ensure that the tiers are set up in descending order. This way, if a customer makes an order worth more than 1000$, he/she will automatically qualify for the discount from the highest tier.
Save the hierarchy. In the next step, you can add optional metadata to the campaign. Skip this step and save the campaign.
Tracking and Maintenance
From this view, you can track your campaign performance and perform different actions like editing promotion details.