Create cart-level promotion

Cart-level promotions apply discounts to customer's cart without promo codes. Once a customer qualifies for a promotion, the discount is automatically added to their cart. Read on to learn how to create an in-cart discount.

Contents

  1. Glossary
  2. Create promotion
    1. Promotion details
    2. Discount levels
    3. Discounts application rules
    4. Promotion hierarchy
    5. Metadata
  3. Tracking and maintenance
    1. Activity

Glossary

Here are the key definitions to grasp before setting up your first in-cart promotion.

Campaign Manager

All campaigns and promotions are created in the Campaign Manager. You can open Campaign Manager by clicking the plus in the Campaigns and Vouchers dashboard sections.

Auto-applied discount

An auto-applied discount is a discount applied to a customer's cart without a promo code. The app validates a customer's order and enables the customer to apply the discount only if all promotion criteria are met. 

Timeframe

Timeframe specifies promotion start and expiration date; within this timeframe, a promotion can be applied to the customer's cart.

Discount level (Tier)

You can create many levels in a single promotion. The promotion level has its own name, discount, validation rules, and metadata. Levels are meant to offer discounts under different buying conditions. 

Promotion Stack

A stack is a group of promotion tiers that can be applied together as a single redeemable. You can add stacks when creating a new cart promotion.

Promotion banner

Information added as a banner is returned in API response. After you integrate a cart promotion with your website/app, banners can display information about your promotion to your customers. 

Validation rules

Validation rules are all limits and rules attached to the discount and checked during the redemption. In promotions, validation rules are set per level. It means that each promotion level can offer different discounts based on different conditions.

Level metadata

Metadata enables adding custom attributes to each promotion level. Metadata serve for reporting purposes and extend the possibilities of an integration. Using promotion API, you can narrow down validation results to specific tier (level) metadata. Read more.

Promotion metadata

Metadata enables you to add custom attributes to a promotion. Metadata serve for reporting purposes and extend the possibilities of an API integration. Read more.

Hierarchy

If you create more than one promotion level, you need to set up their hierarchy. In case of the tiers option, the level from the top of the hierarchy list applies before the remaining levels. In the promotion stacks option, discount levels can be grouped and redeemed simultaneously in a single transaction.  The hierarchy within a stack defines the sequence in which each of the discounts in the group of promotions will be applied to the single transaction.


Create promotion

To create a cart-level promotion, you need to open the Campaign Manager with the plus, 

and choose Promotion. 

Before your customers will be able to use promotions in your store, you need to connect promotion API with your customer's touchpoint. When the integration is ready, Voucherify will validate each order behind the scenes and offer qualified customers discounts from respective promotion levels. 

The promotion setup consists of the general promotion settings:

  • promotion name, promotion timeframe, discount application rules (type of grouping: hierarchical or concurrent), tiers hierarchy, promotion metadata; 

and details set per promotion level:

  • level name, level timeframe, banner, discount value, validation rules, level metadata.

Step 1: Promotion details

First, configure general promotion settings:

  • name - each promotion is listed in your dashboard under a unique name (in the Campaigns section). 
  • start and expiration date define promotion timeframe (when the discount(s) is active). 

Next, you can set additional time limits that specify when promotion tiers can be applied. All time-related limits are optional.

  • By using the validity timeframe, you can set recurrent time periods when the coupon is valid. After you set the start date, you can add a validity timeframe. 
  • Below the validity timeframe, you can define particular days of the week when the promotion is active. 

Read more about time-related limits.

Promotion levels can have their own timeframe, otherwise, they will inherit a promotion timeframe (start and end date). When you set a timeframe for both promotion and tier, all the rules need to be satisfied in order to apply the tier discount.


Step 2: Discount levels

In the Next step, you can add promotion tiers and configure their details. Each promotion tier defines the specific discount and the conditions needed to qualify for the discount. You can create a single- or multi-level promotion. Each level can have a different discount and associated validation rules.

Level settings consist of:
  1. Level name and banner that can be shown to your customers.
  2. Level timeframe that defines start and end date of discount activity. When you leave it empty, level inherits the campaign timeframe. Level start and end date must be set within the campaign timeframe.  
  3. Discount settings. In this section, you can choose discount type and value and define how the discount will be applied to the customer's order (3). Read more in Complete Discounts Guide
  4. Validation rules (optional) define required cart structure, customer-related limits, promotion budget and other rules that limit discount redemption. Read more about validation rules. 

You can create new validation rules or choose from the already existing set of rules.

    When you click  Create validation rule, you'll see a basic validation rules builder. If you need more validation rules, switch to the Advanced rules builder.

    The details of building the validation rules are described in this guide.

4. Level metadata (optional) store custom attributes in key/value pairs. Level metadata can narrow down validation results (using promotion API you can filter out levels with particular metadata assigned). 

To add metadata to the tier, define a new attribute using Metadata Schema first. The app lists all added definitions in the Level metadata list. Define the attribute value and confirm with the plus. 

When it's ready, confirm the tier with Save

Click Create tier to configure another promotion level and set up the level details. If you want to create a single-level promotion, simply go to the Next step.

After you confirm the 2 nd level, you'll see a list with all active tiers. Actions enable editing or deleting a created level. 

When all levels are ready, go to the Next step.


Step 3: Discounts application rules

There are two main discount application rules for a promotion. 

  • Tiers only - allows you to operate on tiers when redeeming a promotion
  • Tiers and stacks - allows you to group tiers into stacks and operate on both stacks and tiers when redeeming a promotion.

If you don't need stacks, choose  Tiers only and then go to the Next step to define the promotions hierarchy.

If you want to group tiers choose  Tiers and stacks. Thanks to stacking, you can validate and redeem stacked tiers as one object. It means that Voucherify can validate and apply multiple discounts grouped together at once.

Choose  Create stack to group promotion tiers.

First, Name your stack and then select the tiers that you would like to include in your stack. 

You will see a list of all included tiers. Using arrows you can change the hierarchy of the promotion levels within the stack. Additionally, you can remove a tier using the trash icon.

Note: The hierarchy of tiers within the stack determine the sequence of tiers redemptions during a single order transaction.

Once you create one stack, click Save. To define more stacks, simply click on  Create stack and repeat the steps listed above. 
Actions allow editing and deleting a given stack.

When stacks are ready, go to the Next step.


Step 4: Promotions hierarchy

Promotions hierarchy defines the order in which the discounts from different tiers apply to a customer's order. If a customer qualifies for discounts from more than one tier, discounts will be applied in the order defined in the hierarchy.

Using arrows, you can change the hierarchy of promotion levels.

When ready, go to the Next step.


Step 5: Metadata (optional)

In this section, you can assign custom attributes (metadata) to the promotion. Remember to add all metadata to the Promotion Schema first. Read more.


Step 6: Summary

In the next step, you can see the promotion summary. You can now confirm the promotion with Save and Release. The application will direct you to the detailed promotion view.


Tracking and maintenance

From the promotion dashboard, you can track the performance and be up-to-date with recent changes. 

The redemptions tab shows you the list of all redemptions and their details. Using the export tool you can download redemptions data. 

You can edit the promotion settings once the campaign is active. Click on the pencil tool to open the Campaign Manager and introduce changes in your promotion setup.

Promotion levels can be dynamically enabled and disabled in the detailed promotion view > promotion tiers.

The dashboard displays enabled levels in green. When you switch the button to disabled, the level discount can't be redeemed.

Activity

The activity tab allows you to filter and view events for the cart level promotion. The events are listed in chronological order, with the most recent at the top of the list. You can filter the events by category and time of occurrence.

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