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.

Multi-tier cart promo

1

Build cart-level promotion

To create a promotion, open the Campaign Manager with the plus (+). Choose cart promotion as your campaign type.


Cart promotions

Begin by naming your campaign and setting up the timeframe (start and end date).

Cart Promotion 2

You can leave the timeframe fields empty. By doing so, your promotion will be active right after saving the campaign, and it will run indefinitely unless stopped manually or via API. Note that you can edit the promotion timeframe after saving the campaign.
2

Add promotion tiers

In the second step of the Campaign Creator, you will be asked to create promotion tiers. Keep in mind that cart promotions require at least one level, and the total number of tiers is unlimited.

Click Create level to build a new promotion tier.

New Discount level

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).

Tier 1

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. 

Discount value

For percentage discounts, you can set the maximum discount amount.

Move on to add order-based validation rules. 

Validation rules model the incentive redemption circumstances. For example, you can limit the promotion to given customer segments or cart structure. Go here to learn more.

You can create a new rule from scratch or select existing rules.

Val 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.

Validation rules

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$. 

Mixed junctions

Here is how to set up your rule:

Order rule

You can specify error messages returned via API when the validation rules are violated.

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.

$250.00 or more – 15% off.

  • $500.00 or more

Order rule 3$500.00 or more – 20% off

  • $1000.00 or more

Order value 4$1000.00 or more – 25% off

When the tiers are ready, go to the next step to establish tier hierarchy. 

Tier hierarchy

3

Set up tiers hierarchy

In the third step, set up the hierarchy which would help Voucherify suggest proper tiers to different orders. 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.

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. 

Hierarchy

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. 

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