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 key concepts of in-cart promotions.

Contents

  1. Glossary
  2. Create promotion
    1. Promotion details
    2. Discount levels
    3. Promotion hierarchy
    4. Metadata
  3. Tracking and maintenance

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, 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 banner

After you integrate cart promotion with your website/app, banners 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 on different conditions.

Level metadata

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

Hierarchy

If you create more than one promotion level, you need to set up their hierarchy. If a customer will qualify for more than one promotion level, the app allows him/her to apply only one discount. The level from the top of the hierarchy list applies before the remaining levels.


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, timeframe, hierarchy, metadata; 

and details set per promotion level:

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

Promotion details

First, configure general promotion settings:

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

Promotion levels can have their own timeframe, otherwise, they will inherit a promotion timeframe (start and end date). 


Discount levels

In the Next step, you can add promotion levels and configure their details. Each promotion level defines what discount and on what conditions a customer can get. You can create a single- or multi-level promotion. Each level can have different discount and validation rules.

Level settings consist of:
  1. Level name and banner that can be shown to your customers.
  2. Level timeframe that define 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 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 Done. 

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

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

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


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 level, only the discount from the first level in the hierarchy will be available to redeem. 

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

When ready, go to the Next step.


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.


Summary

In the next step, you can see the promotion summary. You can now confirm the promotion with Save. 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 levels.

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

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