Cart-level Promotion

Cart-level promotions apply discounts to a customer's cart without promo codes. Once a customer qualifies for a promotion, the discount is automatically added to their cart. 

Contents

  1. Glossary
  2. Create a cart-level promotion:
    1. Step 1: Promotion details
    2. Step 2: Discount levels
    3. Step 3: Discounts application rules
    4. Step 4: Promotion hierarchy
    5. Step 5: Metadata
  3. Tracking and maintenance
    1. Activity

Glossary

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

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 system, banners can display information about your promotion.

Validation rules

Validation rules are 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. Using the 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 serves reporting purposes and extends the possibilities of API integration. Read more.

Hierarchy

If you create more than one level, you need to set up a hierarchy. The level at the top of the hierarchy list will be applied 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 discount in the group will be applied to a single transaction.


Create a cart-level promotion

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

Choose promotion as the campaign type. 

Before your customers are able to use promotions in your store, you need to connect the promotion API with your system. When the integration is ready, Voucherify will validate each order and offer qualified customers discounts from respective promotion levels. 


Step 1: Promotion details

Configure general promotion settings:

  • Name – each promotion is listed in the Dashboard under a unique name (in the Campaigns section). 
  • Start and expiration dates define the campaign activity timeframe.

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 promotion 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, both  rules need to be satisfied to apply the discount.


Step 2: Discount levels

Add promotion tiers and configure their details. Each promotion tier defines a specific discount and the conditions needed to qualify for the discount. You can create a single- or multi-level promotion. Each level can carry a different discount and associated validation rules.

Configure the following settings:

  1. Level name and banner that can be shown to your customers.
  2. Level timeframe that defines the start and end date of the discount activity. When you leave it empty, the level inherits the campaign timeframe. Level start and end dates must be set within the campaign timeframe.  
  3. Discount settings. In this section, you can choose the discount type and value and define how the discount will be applied to the customer's order. Read more in the Complete Discounts Guide
  4. Dynamic discounts

    Instead of using a static value for a given discount, you can also create formulas with mathematical and logical operators and assign a dynamic discount value. Discounts will be calculated during redemption based on the provided formula and metadata values. Learn more.

  5. Validation rules define the 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 existing set of rules.

    When you click New, 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.

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

    To add metadata to a tier, define a new attribute in the Promotion Tier 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 its details. If you want to create a single-level promotion, go to the next step.

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

There is no limit on the number of tiers within a cart-level promotion. With the tiering mechanism, you can implement gamified promotions in your store.


Step 3: Discounts application rules

There are two main discount application rules for a cart-level 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 proceed to define the promotions hierarchy.

If you want to group tiers into stacks, 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 the stack and select the tiers to include in the 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 determines the sequence of tier redemptions during a single order transaction.

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


Step 4: Promotions hierarchy

The promotions hierarchy defines the order in which the discounts from different tiers will be applied 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.


Step 5: Metadata (optional)

In this section, you can assign custom attributes (metadata) to the promotion.

Important

Remember to add all metadata to the Campaign schema. Read more.


Step 6: Summary

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


Tracking and maintenance

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 the campaign.

From the promotion view, you can choose a tab to display more details about the campaign.

Tab Feature options
Dashboard

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

Redemptions

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

Promotion tiers

Promotion levels can be dynamically enabled and disabled in the detailed promotion tiers view. The dashboard displays enabled levels in green. When you switch the button to disabled , the level discount can't be redeemed.

Metadata

Displays campaign metadata key/value pairs.

Activity

The activity tab allows you to filter and view events for the cart-level promotion. The events are listed in chronological order. You can filter the events by category and time of occurrence.

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