The Complete Discounts Guide

This guide describes how discounts work in the Voucherify discount configurator. The discount configurator helps you configure discounts by showing examples of how particular discount effects are applied to a cart.

Contents

1. Glossary
2. Discount configurator
3. Discount types
   1. Amount discount
   2. Percent discount
   3. New price
4. Order discount effects
5. Product discount effects
   
   1. Amount discount: Apply the discount to item subtotal
   2. Amount discount: Apply the full discount to each item unit
   3. Amount discount: Split the discount proportionally to amount
      1. How to calculate the discount per item?
   4. Amount discount: Split the discount proportionally to quantity
      1. How to calculate the discount per item?
   5. Percent discount: Apply the discount to item subtotal
   6. New price: Apply the discount to item subtotal
   7. Choosing discounted products and effects
6. Free product effects
   
   1. Add missing order items to match total discount units count
   2. Always add new units items
   3. Add many order items
7. Free shipping
8. Discount value and additional limits
   
   1. Additional discount limits
      
      1. Selected products – caps
9. Validation rules
   
   1. Validation rules and product discounts

Glossary

Discount category

A discount category groups discount types which are applied to different objects: customer order, products, free products, and shipping.

Discount coupon

A discount coupon is a digital object with a unique code. Each discount coupon code in a single project is unique. You can create a standalone coupon code for multi-use or bulk coupon campaigns, where each digital coupon has a unique code.

Discount effect

There are different effects depending on what discount type you create. In general, effects define how the discount is applied to the order (for example, per order or order items).

Discount type

Voucherify supports the following discounts: amount, percent, new price, free products, and free shipping.

Discount value

A discount value sets the amount of money or percent that will reduce the price or the number of free items given to the customer. The discount value can be static (discount value does not change) or dynamic (discount value can change if additional conditions are met).

Validation rules

Validation rules are optional limits attached to a discount. Validation rules are checked every time a customer tries to make a redemption.

Discount configurator

With the discount configurator, you can set discounts in various Voucherify campaigns.

The basic screen of the discount configurator consists of:

1. Discount category:
   1. Order discount
   2. Product discounts
   3. Free products
   4. Free shipping
2. Discount types and effects (grouped under discount categories).
3. Discount value – static or dynamic. Some discounts have additional limits.
4. Validation rules (optional).

Discount types

Campaign Manager supports amount, percent, and new price discounts.

Amount discount

This discount defines an amount in any currency that will be subtracted from the whole cart or product, for example, $20 or €10 off. You can set the currency in the Project Settings.

The amount can be modified with additional discount limits.

Percent discount

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.

The following additional discount limits can be applied to secure the campaign budget:

• Maximum discount amount
• Maximum discount amount combined for all order lines

New price

This discount defines a fixed amount for:

• The whole cart – the discount value is calculated during the validation as a difference between the total amount of the customer's order and the new price.
• Particular products – the discount is applied to item subtotal. The total discount amount is calculated during the validation and it is a difference between the initial item price and the new item price.

Order discount effects

These discounts are applied to the whole cart, which means the sum of all products in the order (total order amount). Three discount types can be applied:

• Amount
• Percent
• New price

Product discount effects

Product discounts determine how discounts are, or are not, applied to individual products or collections. You can also choose discounted products and their effects.

These product limits are applied as validation rules, which can be reused in the future. To add more validation rules, click With Rules to search for an existing validation rule or create a new one with the plus button.

Amount discount: Apply the discount to item subtotal

This effect applies the discount to the product order lines.

This effect can be combined with an additional discount limit – Maximum amount combined for all order lines.

Amount discount: Apply the full discount to each item unit

This effect applies the discount to each product unit.

If you select individual products or collections for a discount, you can further define additional cap limits.

This effect can be combined with an additional discount limit – Maximum amount combined for all order lines.

Amount discount: 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.

How to calculate the discount per item?

This effect splits the discount proportionally among the discounted products per line item. Each product is counted as an individual line item, whether there is one or multiple units of the product. In the example above:

• The order contains 4 order lines: mug, poster, t-shirt, and thermal bottle.
• The mug, poster, and t-shirt are discounted.
• The discount applied to the mug ($1.6):
  • $10 discount value x ($20 total amount for the mugs / ($20 total amount for the mugs + $45 total amount for the posters + $60 total amount for the t-shirts)).
• The discount applied to the posters ($3.6):
  • $10 discount value x ($45 total amount for the posters / ($20 total amount for the mug + $45 total amount for the poster + $60 total amount for the t-shirts)).
• The discount applied to the t-shirts ($4.8):
  • $10 discount value x ($60 total amount for the t-shirts / ($20 total amount for the mugs + $45 total amount for the posters + $60 total amount for the t-shirts)).

Amount discount: 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.

How to calculate the discount per item?

This effect splits the discount proportionally among the discounted product units per line item. Each product will be counted as an individual line item, whether there is one or multiple units of the product. In the example above:

• The order contains 4 order lines: mug, poster, beanie, and thermal bottle.
• The mugs, posters, and t-shirts are discounted.
• The discount applied to the mugs ($2.5):
  • $10 discount value x (2 as the total quantity of mugs / (2 as the total quantity of mugs + 3 as the total quantity of posters + 3 as the total quantity of t-shirts)).
• The discount applied to the posters ($3.75):
  • $10 discount value x (3 as the total quantity of posters / (2 as the total quantity of mugs + 3 as the total quantity of posters + 3 as the total quantity of t-shirts)).
• The discount applied to the t-shirts ($3.75):
  • $10 Discount value x (3 as the total quantity of t-shirts / (2 as the total quantity of mugs + 3 as the total quantity of posters + 3 as the total quantity of t-shirts)).

Percent discount: Apply the discount to item subtotal

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 discount: Apply the discount to item subtotal

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.

Choosing discounted products and effects

In the product discounts, you can choose the products covered by the discounts:

• Each product – apply the discount to all products, except for the products or collections added in the excluded products section.
• Selected products – add products or collections that are covered by the discount, except for the products or collections added in the excluded products section.
• Excluded products – add products or collections that are NOT covered by the discount. The discount will not be applied to the selected items even if the item is included in a discounted collection.

For selected product collections, you can choose the following effects:

• Apply to every item – every item is covered by the discount.
• Apply to the cheapest items – only the cheapest items are covered by the discount. If there are more items with the same lowest price, all these items are discounted.
• Apply to the most expensive items – only the most expensive items are covered by the discount. If there are more items with the same highest price, all these items are discounted.

Read more on applying discounts to the cheapest or the most expensive items in the Discount Cheapest or Most Expensive Items article.

The defined selected and excluded products are validation rules which can be reused in the future.

Free product effects

The free product category adds a defined quantity of free items from the product inventory to the customer’s cart for free.

Add missing order items to match total discount units count

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

For example, the code gives two free t-shirts:

• If the customer does not have the t-shirt in the cart, then free t-shirts will be added to the order and they will be discounted full-price.
• If the customer has one t-shirt in the cart, then one t-shirt will be added to the order and both t-shirts will be discounted full-price.
• If a customer already has two t-shirts in their cart, then the number of t-shirts already matches the unit value. After applying the code, no extra t-shirts will be added but both t-shirts will be discounted full-price.

Always add new units items

This effect adds items to the cart in the number defined by the unit quantity.

For example, the code adds two free t-shirts:

• If the customer does not have the t-shirt in the cart, then two t-shirts will be added to the order and they will be discounted full-price.
• If the customer has any number of t-shirts in the cart, then two t-shirts will be added to the order but only those two t-shirts will be discounted full-price.

Add many order items

This effect adds multiple items to the cart, each with a custom effect: either Add missing order items to match total discount units count or Always add new units items.

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.

Discount value and additional limits

The discount value field specifies the amount or the percent of the discount. The discount value can be static or dynamic.

Static discounts are applied without any additional conditions. Discounts are static by default.

Dynamic discounts change the discount value based on defined conditions. All discount values (except for the shipping discount) can be dynamic. Click Build formula to open the dynamic discount formula builder.

Additional discount limits

Some discount categories, types, and effects have additional discount limits:

• Maximum discount amount – in percent discounts, it sets the maximum amount of the applied discount for the whole order (order discounts) or a given order line (product discounts).
• Maximum amount combined for all order lines – in product discounts, it sets the maximum amount of the applied discount to the whole order. This limit is available for:
  • Amount discount: Apply the discount to item subtotal
  • Amount discount: Apply the full discount to each item unit
  • Percent discount: Apply the discount to item subtotal
• Discount limits for selected products – caps:
  • Maximum discount amount per order line
  • Maximum discount amount per order
  • Max units per order item
  • Max units combined for all matched order lines

Selected products – caps

The following discount types can be further modified with additional caps to secure the campaign budget:

• Amount discount: Apply the full discount to each item unit
• Percent discount: Apply the discount to item subtotal
• New price: Apply the discount to item subtotal

Note: These limits work together with additional discount limits: Maximum discount amount per order line and Maximum discount amount per order. The lower limit is always applied.

Validation rules

Optionally, discounts can have validation rules, which additionally limit discount application. The validation rules must be met for the discount to be applied.

Use the Search for field to reuse existing validation rules.

Click the plus button to open the validation rule builder in the Campaign Manager. You can also create validation rules in the Validation Rules section in the dashboard for future use.

Validation rules and product discounts

For product discounts, Voucherify creates a validation rule that includes all discounted products. If you want to add further conditions, in the Validation Rules section click With rules and the plus button. If you want to reuse an existing validation rule, select the rule from the Search for field. 

The new or cloned rule is assigned to the campaign but you will not be able to remove it in the campaign manager nor in the campaign details. However, you can freely edit the rule to add new or remove old conditions.