Discount Effects Cheat Sheet

The discount effect defines how discounts are applied to the customer's cart. 

Contents

  1. Discount effects reference
  2. Set up discount effect

Reference

You can see what discounts and what campaigns you can create using different discount effects in the following table. 

Discount effect
How does it work?
Use case
Discount types
Campaign types
Apply discount to  the whole cart




Discount is applied to the total order amount. Customer's cart:
T-shirt $30
Pen $20
Mug $10
Total: $60
---------------
Discount code: 10%
Applied discount: $6
Effect:
  • 10% off total order amount ($60) = $6
  • Amount
  • Percentage 
  • Fixed order amount
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
  • Rewards (for loyalty and referral campaigns)
Apply discount to items
Discount is applied to particular items defined in the validation rules. Each item subtotal is discounted equally. Customer's cart:
T-shirt $30
Pen $20
Mug $10
Total: $60

---------------
Discount code: 10%
Discounted products:
  • Pen, Mug
Applied discount: $3
Effect:
  • 10% off Pen $20 = $2
  • 10% off Mug $10 = $1
  • Total Discounted Amount: $3
  • Amount
  • Percentage
  • Fixed amount 
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
  • Rewards (for loyalty and referral campaigns)
Apply discount proportionally to amount Discount is applied to particular items defined in the validation rules. This effect splits the discount proportionally between the discounted products. Each item is discounted proportionally to its share in the total discounted items amount.  Customer's cart:
T-shirt $30
Pen $20
Mug $10
Total: $60
---------------
Discount code: $10
Discounted products:
  • Pen, Mug
Applied discount: $10
Effect: Discount is applied to Pen and Mug. The total discount amount applied to both equals $10:
  • $6.67 off Pen $20
  • $3.33 off Mug $10
  • Total Discount Amount: $10
  • Amount
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
  • Rewards (for loyalty and referral campaigns)
Apply discount proportionally to quantity  Discount is applied to particular items defined in the validation rules. This effect splits the discount proportionally between the discounted products. Each item is discounted proportionally to its share in the total quantity of the discounted items.  Customer's cart:
2x T-shirt $30
1x Pen $20
6x Mug $10

Total: $60
---------------
Discount code: $10
Discounted products:
  • Pen, Mug
Applied discount: $10
Effect: Discount is applied to 1 Pen and 6 Mugs. The total discount amount applied to all items equals $10:
  • $1.43 off Pen $20
  • $8.57 off Mug $10
  • Total Discount Amount: $10
  • Amount
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
  • Rewards (for loyalty and referral campaigns)
Add missing items The discount gives free item(s) to customers. Free item units are added to the cart only if a customer has fewer free items in the cart than offered by the code/promotion tier. Customer's cart:
T-shirt $30
Pen $20
Mug $10
Total: $60
---------------
Discount code: Free t-shirt
Applied discount: Free t-shirt ($30)
Effect: No t-shirt was added to the order. The discount was applied to the t-shirt from the cart.
Customer's order with the code:
T-shirt $0 (discounted)
1 Pen $20
1 Mug $10
Total: $30
  • Unit
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
  • Rewards (for loyalty and referral campaigns)
Add new order items The discount gives free item(s) to customers. Free item units are always added to the customer's cart in the number assigned to the code/promotion tier. Customer's cart:
T-shirt $30
Pen $20
Mug $10
Total: $60
---------------
Discount code: Free t-shirt
Applied discount: Free t-shirt ($30)
Effect: Free t-shirt was added to the customer's cart and discounted. 
Customer's order with the code:
2 x t-shirt $30 (1 discounted)
1 Pen $20
1 Mug $10
Total: $60
  • Unit
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
  • Rewards (for loyalty and referral campaigns)

Set up discount effect

After defining the discount type and its value, you need to decide how the discount is applied to the cart. Here are the discount effects you can choose from.

Apply discount to the whole cart

Available for the amount, percentage, and fixed-order-amount discounts.

Discount is applied to the total order amount. Using validation rules, you can set the required cart structure and volume, but the discount will always be applied to the sum of all products in the order (total order amount). 


Apply discount to items

Available for the amount and percentage discounts.

Using this effect , the discount is applied only to particular items defined by validation rules. Each item subtotal is discounted equally.

When selecting discounted (included) items, you can choose to discount each item in the cart or only selected items defines by validation rules. 

Discount each item

If you decide to discount each item, discounts will be applied to every item in the cart excluding items selected in Exclude tab.

Discount selected items

If you choose to discount selected items, you need to define them using validation rules. You can create validation rules in the Campaign Manager or use the dedicated Validation Rules section in your dashboard. Validation rules define discounted items in two ways: 

  1. Select item previously added to your products list.
  2. Create product collection with filters that items need to match to apply the discount.

Select existing products

Prerequisite

Please note that this validation rule requires adding the items to the Products section in your Dashboard. If you haven't synced your inventory yet, please follow this guide first. 

Click Add products to choose discounted items. 

Mark the checkboxes next to the items you want to discount and confirm with Select products.

After saving the campaign, Voucherify will store the list of selected products. During the redemption, the discount is applied only to items added to the discounted products list. 


Product collection

Prerequisite

This guide assumes you have already familiarized yourself with our Products Guide.

You can create product filters that define criteria for discounted products. As a result, only items that match the collection criteria will be discounted. You can choose from existing collections created beforehand in the Products tab in your dashboard, or you can create a new collection when defining discounted items. 

Click  Add products to choose open the Filters Editor. 

Go to Select collection to choose one of the existing product collections 

or click Find and apply filters to create a new collection.

Now, create filters that item in the cart has to match to qualify for a discount. If you need help with creating filters and product collections, please go here

When collections are ready, confirm with Select collection(s). Note that you can select more than one collection to be discounted at once. 


Redemption example

During the redemption, the discount is applied to items defined in the validation rules. Each of the included items is discounted equally. Here's an example of a redemption of a $10 discount code (each discounted item is $10 off):

Redemption of $10 discount code


Apply discount proportionally to amount

Available for amount discounts only.

This effect splits and applies the discount to the chosen items proportionally to their share in the total discounted items amount. For example, if a coupon code gives $10 off, no matter how many discounted items a customer has in the cart, the total discount applied to a single order is $10.

Select items that qualify for a discount by using the validation rules - see instructions

Redemption example

During the redemption, the discount is applied only to items defined in the validation rules. The discount is divided and applied proportionally to all qualified items in the order. Here's an example of a redemption of a $10 discount code (three items are discounted, and the total discount amount is $10):

How to count the discount per item?

This effect splits the discount proportionally among the discounted products. For example:

  • The order contains products A, B, and C.
  • Product A and C are discounted.
  • The discount applied to product A:  
  • And the discount on product C:


Apply discount proportionally to quantity

Available for amount discounts only.

This effect splits and applies the discount to the chosen items proportionally to their share in total discounted items quantity. For example, if a coupon code gives $10 off, no matter how many discounted items a customer has in the cart, the total discount applied to a single order is $10.

Select items that qualify for a discount by using the validation rules - see instructions

Redemption example

During the redemption, the discount is applied only to items defined in the validation rules. The discount is divided and applied proportionally to all qualified items in the order. Here's an example of a redemption of a $10 discount code (6 items are discounted, and the total discount amount is $10):

How to count the discount per item?

This effect splits the discount proportionally among the discounted products. For example:

  • The order contains products A, B, and C.
  • Product A and C are discounted.
  • The discount applied to product A:  
  • And the discount on product C:


Add new order items

Available for unit discounts only.

Choosing this effect results in adding items to the cart in the number defined by unit value. For example, if the code adds one free t-shirt, then even if a customer has the t-shirt already in the cart, a free t-shirt will always be added to the order.


Add missing items

Available for unit discounts only.

This effect adds items to the cart only if a customer has fewer free items than offered by the code (items in cart < unit value). 

For example, let's assume that the code gives one free t-shirt:

  • If a customer doesn't have the t-shirt already in the cart, then a free t-shirt will be added to the order and discounted. 
  • If a customer already has this item in their cart, then the number of t-shirts already matches the units count. After applying the code, a discount will be applied to the item already in the cart, and no extra items will be added. 

When you offer coupons on more items, for example, four free item units:

  • With the effect Always add new order items, these four items will always be added (and discounted) to the cart even if a customer already has these items in the cart. 
  • With the Add missing items effect, items will be added in the number that results in four items in the customer's cart. If a customer has two discounted items in the cart, Voucherify will add two more; if a customer has no free items in the cart, Voucherify will add four items to the cart and discount them.
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