Discount Effects Cheat Sheet

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

Contents

  1. Discount effects reference

Reference

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

How does it work? Use case Discount types Campaign types
ORDER DISCOUNT
Apply to the whole cart
Amount: This discount defines an amount in any currency that will be subtracted from the whole cart or product, for example, $20 or €10 off. 

Percent: This discount defines a percentage that will be subtracted from the whole cart or the product, for example, 10% or 50% off. The total discount amount is calculated during the validation, and it is a difference between the initial price and the amount calculated based on the percent value.

New price: the discount value is calculated during the validation as a difference between the total amount of the customer's order and the new price.
Customer's cart:
2x Adventure Mug $20
3x Adventure Poster $45
3x Adventure T-shirt $60
2x Star Thermal Bottle $50
Total: $175
---------------
Discount code: 10%
Applied discount: $17.5
Effect: 10% off total order amount ($175) = $17.5
  • Amount
  • Percent 
  • New price
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
  • Rewards (for loyalty and referral campaigns)
PRODUCTS DISCOUNT
Apply the discount to item subtotal
Amount: This effect applies the discount to the product order lines.
This effect can be combined with an additional discount limit – The maximum amount combined for all order lines.

Percent: This effect applies the discount to the order lines of the products defined with validation rules.
This effect can be combined with additional discount limits – Maximum discount amount and Maximum amount combined for all order lines. For selected products or collections, you can further define additional cap limits.

New price: This effect applies a new price to products or product collections.
Define which products or collections will have new prices when redeeming the discount. The total discount amount is calculated during the validation, and it is a difference between the initial item price and the item price set in the discount settings.
This effect can be combined with additional discount limits – Max units per order item and Max units combined for all matched order lines.
Customer's cart:
2x Adventure Mug $20
3x Adventure Poster $45
3x Adventure T-shirt $60
2x Star Thermal Bottle $50
Total: $175
---------------
Discount code: $10
Discounted products:
  • Mug, Poster, T-shirt

Applied discount: $30
Effect: Discount is applied to Adventure-branded items

  • Amount
  • Percent
  • New price
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
  • Rewards (for loyalty and referral campaigns)
Apply the full discount to each item unit
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:
2x Adventure Mug $20
3x Adventure Poster $45
3x Adventure T-shirt $60
2x Star Thermal Bottle $50
Total: $175
---------------
Discount code$10
Discounted products:
  • Mug, Poster, T-shirt

Applied discount: $80
Effect: Discount is applied to Adventure-branded items

  • Amount
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
  • Rewards (for loyalty and referral campaigns)
Split the discount proportionally to amount
This effect splits and applies the discount to the chosen items proportionally to their share in the total discounted items amount. Customer's cart:
2x Adventure Mug $20
3x Adventure Poster $45
3x Adventure T-shirt $60
2x Star Thermal Bottle $50
Total: $175
---------------
Discount code: $10
Discounted products:
  • Mug, Poster, T-shirt
Applied discount: $10
Effect: Discount is applied to Mugs, Posters, and T-shirts.
  • $1.6 off Mugs $20
  • $3.6 off Posters $45
  • $4.8 off T-shirts $60

Total Discount Amount: $10

  • Amount
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
  • Rewards (for loyalty and referral campaigns)
Split the discount proportionally to quantity
This effect splits and applies the discount to the chosen items proportionally to their share in the total discounted items quantity per line item. Each product unit will be counted as an individual line item. In the case of multiple product units in the line item, the quantity will be higher, and therefore, the proportional discount by quantity will also be higher.
Customer's cart:
2x Adventure Mug $20
3x Adventure Poster $45
3x Adventure T-shirt $60
2x Star Thermal Bottle $50
Total: $175
---------------
Discount code: $10
Discounted products:
  • Mug, Poster, T-shirt
Applied discount: $10
Effect: Discount is applied to Mugs, Posters, and T-shirts.
  • $2.5 off Mugs $20
  • $3.75 off Posters $45
  • $3.75 off T-shirts $60
Total Discount Amount: $10
  • Amount
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
REWARDS
Add missing order items to match total discount units count
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:
2x Adventure Mug $20
3x Adventure Poster $45
3x Adventure T-shirt $60
2x Star Thermal Bottle $50
Total: $175
---------------
Discount code: Free T-shirt
Applied discount: Free T-shirt ($20)
Effect: No T-shirt was added to the order. The discount was applied to one of the T-shirts from the cart.
Customer's order with the code:
2x Adventure Mug $20
3x Adventure Poster $45
3x Adventure T-shirt $40 (1 discounted)
2x Star Thermal Bottle $50
Total: $155
  • Unit
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
  • Rewards (for loyalty and referral campaigns)

Always add new units 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:
2x Adventure Mug $20
3x Adventure Poster $45
3x Adventure T-shirt $60
2x Star Thermal Bottle $50
Total: $175
---------------
Discount code: Free T-shirt
Applied discount: Free T-shirt ($20)
Effect: Free T-shirt was added to the customer's cart and discounted. 
Customer's order with the code:
2x Adventure Mug $20
3x Adventure Poster $45
4x Adventure T-shirt $60 (1 discounted)
2x Star Thermal Bottle $50
Total: $175
  • Unit
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
  • Rewards (for loyalty and referral campaigns)

Add many order items

The discount gives multiple types of free item(s) to customers. Free item units are always added to the customer's cart based on either the Add missing items or Add new order items effects.

Customer's cart:
2x Adventure Mug $20
3x Adventure Poster $45
3x Adventure T-shirt $60
2x Star Thermal Bottle $50
Total: $175
---------------
Discount code: Free T-shirt and poster
Applied discount: Free T-shirt ($20) and poster ($15)
Effect: Free T-shirt and poster were added to the customer's cart and discounted. 
Customer's order with the code:
2x Adventure Mug $20
4x Adventure Poster $45 (1 discounted)
4x Adventure T-shirt $60 (1 discounted)
2x Star Thermal Bottle $50
Total: $175

  • Unit
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
Upgrade Bonus
Replace order items
This effect replaces one order item or an order item from a selected collection with another order item in the defined quantity per replaced unit.
For example, the code can replace a medium-sized coffee with a large coffee.
You can further define additional cap limits:
  • Max units per order item
  • Max units combined for all matched order lines

Customer's cart:
3x Adventure T-shirt $60
Total: $60
---------------
Discount code: Adventure T-shirt Limited Edition
Applied discount: One Adventure T-shirt in the cart was replaced with an Adventure T-shirt Limited Edition. ($35)
Effect: Regular T-shirt was replaced with the Limited Edition one.
Customer's order with the code:
2x Adventure T-shirt $40
1x Adventure T-shirt Limited Edition $20 (regular price $35)
Total: $60
Total Discount Amount:
 $15

  • Unit
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
FREE SHIPPING
This discount category adds a free shipping discount. Shipping is added as a built-in item in the Products section in the dashboard.

Customer's cart:
2x Adventure Mug $20
3x Adventure Poster $45
3x Adventure T-shirt $60
2x Star Thermal Bottle $50
1x Shipping $9
Total: $184
---------------
Discount code: Free-Shipping
Applied discount: Free shipping ($9)
Effect:  Shipping was discounted. 
Customer's order with the code:
2x Adventure Mug $20
3x Adventure Poster $45
3x Adventure T-shirt $60
2x Star Thermal Bottle $50
1x Shipping $0
Total: $175

  • Unit
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
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