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)
Apply discount to each unit of matched product
Amount discount is applied only to particular items defined in the validation rules. You can set an upper limit to how many units of a particular product can be discounted at most. The amount discount is applied to at most X number of units of a product as defined by the limit. You can also set the maximum number of units discounted for all matching order lines. This will cap the sum of units across order lines that match the product or product collection.
Customer's cart:
2x T-shirt $30
1x Pen $20
6x Mug $10

Total: $60
---------------
Discount code: $5
Discounted products:
  • Mug
Max units per order line: 2
Max units combined for all matching order lines: 5
Applied discount: $10
Effect: Discount is applied to 2 Mugs. The total discount amount applied to Mugs equals $10:
  • $5 off on each unit of a mug up to a maximum of 2 units of a Mug
  • Total Discount Amount: $10
  • Amount
  • Coupon campaigns
  • In-cart promotions
  • Referral codes
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)
Add multiple item types 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.

See Add missing items and Add new order items

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

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. In the percent type, simply choose the Items option; in the amount type, you need to then choose the effect Each item subtotal is discounted equally from the dropdown.

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 do it when creating a new discount or by using the dedicated Validation Rules section in your dashboard. 

When you click  Add items, you'll see the Select option that enables you to define discounted items using the Filters Builder:

  1. Select existing products from your list. 
  2. Create a products collection(s) that defines what criteria items have to match to qualify for a discount. 
  3. Choose from an existing product collection(s).
  4. Choose the built-in collection All Products. This collection gathers all products provided in the customer's cart without any additional filters. 

After choosing products or collections, you can decide if the discount will be applied to all qualified items or only to the cheapest or most expensive of the qualified products.

Note that you can add another component defining discounted items and combine many effects. For example, the discount can be applied to the cheapest and most expensive product in the cart.

Likewise, you can use the same methods to define excluded products. As a result, the discount won't be applied to the selected items.

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


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:


Apply discount to each unit of matched product

Available for amount discounts only.

This effect applies the discount to the the units of items that match products defined in the validation rule up to a maximum number of units defined in the validation rule. For example, if a coupon code gives $5 off, then the discount will apply to each unit of a product that is included in the discount validation rule, but at most to X number of units defined in the validation rule. You can also set a limit on the max number of units from order lines that match the product or product collection. This way, if the products from a collection appear on multiple order lines in a customer's cart, then the rule will limit the sum of the units across matching order lines. 

Overlapping rules

If more than one rule defines a limit on a product, where one rule defines limits on a subset of products of a parent product collection, then the discount effect for per order line chooses the less convenient value for the customer from among the rules. The logic chooses the minimum value from the overlapping rules. As for the combined limit (max units combined for all matched order lines), if two rules overlap a definition for a particular product, the values are treated as independent. So in the case you have a parent product collection rule and a rule defined for a subset of the collection, then the combined value is treated as an exception to the parent product collection rule. In this case, the customer can add up to the combined limit defined by the rule for the subset of the collection and the combined limit defined for the parent product collection will not apply.

Redemption example

During the redemption, the discount is applied only to items defined in the validation rules. The discount is applied to each unit of a product. Here's an example of a redemption of a $5 discount code (3 items are discounted - 1 unit of Product A and 2 units of Product C, and the total discount amount is $15): 

How to count the discount?

This effect applies the discount to each unit of the products that are allowed to have the discount applied. For example:

  • The order contains products A, B, and C.
  • Product A and C are discounted. The maximum allowed units to be discounted for each product is 1 for Product A and 2 for Product C.
  • The discount applied to product A:

    There are 2 units of Product A in the order. One unit will get a discount of $5. The second unit will not get a discount, because the limit is set to 1.

  • And the discount on product C:

    There are 2 units of Product C in the order. Both units will get a discount of $5 because the limit for this product is set to 2.


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 new order items


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). 

Add missing order items

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.

Add multiple item types

Available for unit discounts only.

Choosing this effect results in adding multiple items to the cart, each with a custom effect: either Add missing order items or Add new order items

Add multiple item types

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