Dynamic Discount Value Builder

The dynamic discount value builder defines how the discount value is calculated.

Dynamic Discount Value Builder Overview
Formula Builder Overview
Expression Output
Operand reference
Cheapest & Most Expensive Order Item
Operator reference
Nested Formulas

Dynamic Discount Value Builder

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.

The formula builder requires a static fallback value in case the dynamic discount value cannot be calculated from the given parameters in the formula.

You can either use the Formula builder utility with step-by-step dialogs that you fill out to build the formula from element building blocks or the Expression output with operators and operands.

The dynamic discount value applies to the following discount types:

Amount
Percentage
Fixed amount
Unit

and can be used when creating coupon campaigns, in-cart promotions, and referral codes.

Context Specific

The operators and operands in the dynamic discount value builder depend on the context of the formula, such as the discount effect and other factors. Some of the operators and operands will not be available based on the specific configuration.

Formula Builder

You can use the Formula builder utility with step-by-step dialogs to build the formula from element building blocks.

First, select the Plus icon next to the discount value.

Then, begin to build your formula using the formula builder by choosing a type of operand followed by an operator. Use the X icon to delete a number or expression and the + icon to remove the number or expression.

To review your expression, choose Expression output.

Click Save once you have finished defining your dynamic discount formula.

Expression Output

You can view and edit the dynamic discount formula through a mathematical expression using operands and operators. Click Save once you have finished defining your dynamic discount formula.

Expression Output

Operand Reference

You can see the discount values that you can create using different discount operands in the following table.

Operand	Definition	Example
Number	Value is a Number.	2
Text	Value is a String.	Unique string of alpha numeric characters.
Order metadata	Value is an order metadata attribute of type Number or String.	`ORDER_METADATA("day_of_week")`
Voucher metadata	Value is a voucher metadata attribute of type Number or String.	`REDEEMABLE_METADATA("active_on_calendar_month")`
Customer metadata	Value is a customer metadata attribute of type Number or String.	`CUSTOMER_METADATA("customer_life_time_value")`
Redemption metadata	Value is a redemption metadata attribute of type Number or String.	`REDEMPTION_METADATA("store_list")`
Publication metadata	Value is a publication metadata attribute of type Number or String.	`PUBLICATION_METADATA("year")`
Brackets	Groups expression elements together; i.e. adds parenthesis to your formula.	`(10 - ORDER_METADATA("number_of_store_visits"))`
Min	Lowest value in a range	`MIN(PUBLICATION_METADATA("year"); CUSTOMER_METADATA("customer_life_time_value"))`
Max	Highest value in a range	`MAX(PUBLICATION_METADATA("year"); CUSTOMER_METADATA("customer_life_time_value"))`
Power	A number raised to a power; defines the base and exponent.	`POW(ORDER_METADATA("number_of_store_visits");2)`
Round	Round a number to a specified number of digits. Positive precision refers to a decimal place indicator. Negative precision indicates an integer place indicator.	Assume the customer lifetime value is 75.55. `ROUND(CUSTOMER_METADATA("customer_life_time_value");1)` = 75.60 (precision value equal to 1) `ROUND(CUSTOMER_METADATA("customer_life_time_value");0)` = 76.00 (precision value equal to 0) `ROUND(CUSTOMER_METADATA("customer_life_time_value");-1)` = 80.00 (precision value equal to -1)
Floor	Round down to a specified number of digits. Positive precision refers to a decimal place indicator. Negative precision indicates an integer place indicator.	Assume the customer lifetime value is 75.55. `FLOOR(CUSTOMER_METADATA("customer_life_time_value");1)` = 75.50 (precision value equal to 1) `FLOOR(CUSTOMER_METADATA("customer_life_time_value");0)` = 75.00 (precision value equal to 0) `FLOOR(CUSTOMER_METADATA("customer_life_time_value");-1)` = 70.00 (precision value equal to -1)
Ceil	Round up to a specified number of digits. Positive precision refers to a decimal place indicator. Negative precision indicates an integer place indicator.	Assume the customer lifetime value is 74.44. `CEIL(CUSTOMER_METADATA("customer_life_time_value");1)` = 74.50 (precision value equal to 1) `CEIL(CUSTOMER_METADATA("customer_life_time_value");0)` = 75.00 (precision value equal to 0) `CEIL(CUSTOMER_METADATA("customer_life_time_value");-1)` = 80.00 (precision value equal to -1)
If	Value based on a logical expression; defines the logical test value, value if expression is true and value if expression is false.	`IF(ORDER_METADATA("number_of_store_visits") > 5;10;3)`
Default	Returns first non-null value of range.	`DEFAULT_TO(REDEMPTION_METADATA("store_list") / 2;5)`
Order item price	Returns order item price. For each item you can get a particular discount, e.g. (order item price) x 0.01 + 1, if item price is 6.00, the discount is 1.06, if item price is 10.00, the discount is 1.10.	`ORDER_ITEM_PRICE`
Order item amount	Returns order item amount; for stacked discounts, returns the original amount without any modifications due to other discounts.	`ORDER_ITEM_AMOUNT`
Order item subtotal	Returns order item subtotal; for stacked discounts, each additional discount is based on the result obtained after calculating the previous discount.	`ORDER_ITEM_SUBTOTAL`
Order item units quantity	Returns order item quantity.	`ORDER_ITEM_UNITS_QUANTITY`
Order item metadata	Returns order item metadata.	`ORDER_ITEM_METADATA("Size")`
Order item product metadata	Returns order item product metadata.	`ORDER_ITEM_PRODUCT_METADATA("category")`
Cheapest order item price	Returns the price of the cheapest line item in the order. Read more.	`CHEAPEST_ORDER_ITEM_PRICE`
Cheapest order item amount	Returns the amount of cheapest line items in the order; for stacked discounts, returns the original amount without any modifications due to other discounts. Read more.	`CHEAPEST_ORDER_ITEM_AMOUNT`
Cheapest order item subtotal	Returns the subtotal of cheapest line items in the order; for stacked discounts, each additional discount is based on the result obtained after calculating the previous discount. Read more.	`CHEAPEST_ORDER_ITEM_SUBTOTAL`
Cheapest order item units quantity	Returns total units of cheapest order line items. Read more.	`CHEAPEST_ORDER_ITEM_UNITS_QUANTITY`
Cheapest order item metadata	Returns cheapest order item metadata of type Number or String. Read more.	`CHEAPEST_ORDER_ITEM_METADATA("Size")`
Cheapest order item product metadata	Returns cheapest order item product metadata. Read more.	`CHEAPEST_ORDER_ITEM_PRODUCT_METADATA("category")`
Most expensive order item price	Returns the price of the most expensive line item in the order. Read more.	`MOST_EXPENSIVE_ORDER_ITEM_PRICE`
Most expensive order item amount	Returns the amount of most expensive line items in the order; for stacked discounts, returns the original amount without any modifications due to discounts. Read more.	`MOST_EXPENSIVE_ORDER_ITEM_AMOUNT`
Most expensive order item subtotal	Returns the subtotal of most expensive line items in the order; for stacked discounts, each additional discount is based on the result obtained after calculating the previous discount. Read more.	`MOST_EXPENSIVE_ORDER_ITEM_SUBTOTAL`
Most expensive order item units quantity	Returns total units of most expensive order line items. Read more.	`MOST_EXPENSIVE_ORDER_ITEM_UNITS_QUANTITY`
Most expensive order item metadata	Returns most expensive order item metadata of type Number or String. Read more.	`MOST_EXPENSIVE_ORDER_ITEM_METADATA("Size")`
Most expensive order item product metadata	Returns most expensive order item product metadata. Read more.	`MOST_EXPENSIVE_ORDER_ITEM_PRODUCT_METADATA("category")`
Order amount	Returns order total value, whole cart value.	`ORDER_AMOUNT`
Order items quantity	Returns item count.	`ORDER_ITEMS_QUANTITY`
Order units quantity	Returns sum of units ordered.	`ORDER_UNITS_QUANTITY`
Voucher redemption quantity	Returns voucher's redemption limit.	`VOUCHER_REDEMPTION_QUANTITY`
Voucher redeemed quantity	Returns the number of times the voucher was redeemed.	`VOUCHER_REDEEMED_QUANTITY`
Voucher published count	Returns the number of times the voucher was published. This value will be either 0 or 1, so this parameter can be used as a security check. For example, if the voucher is assigned (published), then the customer gets a discount, otherwise, no discount.	`VOUCHER_PUBLISH_COUNT`
Voucher start date	Returns the voucher's start date.	`VOUCHER_START_DATE`
Voucher expiration date	Returns the voucher's expiration date.	`VOUCHER_EXPIRATION_DATE`
Promotion tier start date	Returns the promotion tier's start date.	`PROMOTION_TIER_START_DATE`
Promotion tier expiration date	Returns the promotion tier's expiration date.	`PROMOTION_TIER_EXPIRATION_DATE`
Customer's birthdate	Returns the customer's birthdate.	`CUSTOMER_BIRTHDATE`

Cheapest & Most Expensive Order Item

How are the cheapest and most expensive order items found if there are multiple items with the same price?

Cheapest Order Item Most Expensive Order Item

Cheapest Order Item	Most Expensive Order Item
This is how the cheapest order item is defined.	This is how the most expensive order item is defined.
1 First, the formula tries to find the order item with the cheapest price. If there is one item, then the formula returns this item, otherwise it proceeds to step 2. 2 If there are `n` items that have the same cheapest price, from this `n` the formula finds items with the lowest subtotal. If there is only one item — the formula returns this item, otherwise if there are many items, it proceeds to step 3. 3 Finally, it returns the first item from the list of cheapest items with the lowest subtotal.	1 First, the formula tries to find the order item with the most expensive price. If there is one item, then the formula returns this item, otherwise it proceeds to step 2. 2 If there are `n` items that have the same most expensive price, from this `n` the formula finds items with the lowest subtotal. If there is only one item — the formula returns this item, otherwise if there are many items, it proceeds to step 3. 3 Finally, it returns the first item from the list of most expensive items with the lowest subtotal.

This is how the cheapest order item is defined.

This is how the most expensive order item is defined.

1: First, the formula tries to find the order item with the cheapest price. If there is one item, then the formula returns this item, otherwise it proceeds to step 2.
2: If there are n items that have the same cheapest price, from this n the formula finds items with the lowest subtotal. If there is only one item — the formula returns this item, otherwise if there are many items, it proceeds to step 3.
3: Finally, it returns the first item from the list of cheapest items with the lowest subtotal.

1: First, the formula tries to find the order item with the most expensive price. If there is one item, then the formula returns this item, otherwise it proceeds to step 2.
2: If there are n items that have the same most expensive price, from this n the formula finds items with the lowest subtotal. If there is only one item — the formula returns this item, otherwise if there are many items, it proceeds to step 3.
3: Finally, it returns the first item from the list of most expensive items with the lowest subtotal.

Operator reference

Number Operators

Here are the discount formula operators you can choose from for properties of Number type.

Operand	How does it work?	Use case
Add +	Adds numbers or expressions.	Example with missing metadata property defaulting to fallback value `CUSTOMER_METADATA("number_of_store_visits") + REDEEMABLE_METADATA("active_on_calendar_month")` Missing metadata property: number_of_store_visits `Fallback value: 10%`
Subtract -	Subtracts numbers or expressions.	Give customer a percent off for every year since they first became a customer. `PUBLICATION_METADATA("year") - CUSTOMER_METADATA("customer_life_time_value")` ⤵ year: 2022 customer_life_time_value: 2012 Calculated dynamic discount value: 10% Fallback value: 10%
Multiply x	Multiplies numbers or expressions.	Give customer a discount proportional to the day of the week; assuming i.e. days of the week are defined as: Sunday - `0` Monday - `1` Tuesday - `2` Wednesday - `3` Thursday - `4` Friday - `5` Saturday - `6` `ORDER_METADATA("day_of_week") x 2` ⤵ day_of_week: 5 Calculated dynamic discount value: $10 Fallback value: $10
Divide ÷	Divides numbers or expressions.	Give customer an eighth for every month the customer was active. `CUSTOMER_METADATA("customer_months_active") ÷ 8` ⤵ customer_months_active: 8 Calculated dynamic discount value: $10 Fallback value: $10
Modulo %	Returns remainder after division, i.e. returns the amount "left over" after dividing one number or expression by another.	Give customer a certain number of free items based on a custom formula. `REDEEMABLE_METADATA("active_on_calendar_month") % REDEMPTION_METADATA("allowed_free_units")` ⤵ active_on_calendar_month: 10 allowed_free_units: 9 remainder: 1 Calculated dynamic discount value: 1 Free item Fallback value: 1 Free item
Greater than >	Logical operator returns the Value if true if the value on the left is greater than the value on the right, otherwise returns the Value if false.	Give customer 20% off every time they make a purchase after their 10 ^th store visit; otherwise the customer receives a standard 3% discount. IF(CUSTOMER_METADATA("number_of_store_visits") > 10;20;3)
Less than <	Logical operator returns the Value if true if the value on the left is less than the value on the right, otherwise returns the Value if false.	Give customer 3% off each store visit until their 9 ^th store visit; then beginning from their 10^th store visit, give the customer a 20% discount. IF(CUSTOMER_METADATA("number_of_store_visits") < 10;3;20)
Equal to =	Logical operator returns the value if true if the value on the left is equal to the value on the right, otherwise returns the Value if false.	Give customer 50% off on their 50 ^th store visit. IF(CUSTOMER_METADATA("number_of_store_visits") = 50;50;0)

String Operators

Here are the discount formula operators you can choose from for properties of String type.

Operand	How does it work?	Use case
Is	Logical operator returns true if the strings are equal and false otherwise.	Give customer $20 off every time they make a purchase by following a link from Facebook; otherwise the customer receives a discount equal to their age. IF(CUSTOMER_METADATA("acquisition_channel") is "Facebook";20;CUSTOMER_METADATA("age"))
Is not	Logical operator returns true if values are NOT equal and false otherwise.	Give customer 10% off every time they make a purchase except when they are acquired through Twitter; otherwise the customer receives a 3% discount. IF(CUSTOMER_METADATA("acquisition_channel") isNot "Twitter";10;3)
Contains	Logical operator returns true if the value on the left contains the value on the right.	Give customers living in California 3 free coffees. IF(CUSTOMER_METADATA("location") contains "California";3;0)
Starts with	Logical operator returns true if the value on the left starts with the value on the right.	Give customer buying at one of our stores on the Jersey shoreline a 15% discount. (IF(REDEMPTION_METADATA("location_id") startsWith "Jersey_Shoreline_store_";15;0))
Ends with	Logical operator returns true if the value on the left ends with the value on the right.	Give customer 50% off if they receive a code via SMS; otherwise they will receive a 35% discount. IF(PUBLICATION_METADATA("publication_method") endsWith "_sms";50;35)

Date Operators

Here are the discount formula operators you can choose from for properties of Date type.

Operand	How does it work?	Use case
Days since	Returns number of days from the start date (variable) to the end date (current date), but not including the end date. YYYY-MM- DD_Current - YYYY-MM-DD_Variable # days excluding end date	Incentivise customers to make another purchase after they make an order by creating a discount that depreciates with the number of days since they last made a purchase. IF(DAYS_SINCE(CUSTOMER_METADATA ("date_last_purchase")) < 31;30 / DAYS_SINCE(CUSTOMER_METADATA ("date_last_purchase"));0)
Months since	Returns number of months from the start date (variable) to the end date (current date) excluding the end date. YYYY- MM-DD_Current - YYYY-MM-DD_Variable # months excluding end date	If you are subscribed for more than 12 months, you'll get a discount of 20%. Otherwise, you'll get 10%. IF(MONTHS_SINCE(CUSTOMER_METADATA ("date_subscribed")) > 12;20;10)
Years since	Returns number of years from the start date (variable) to the end date (current date) excluding the end date. YYYY-MM-DD_Current - YYYY-MM-DD_Variable # years excluding end date	Give customers an increasing discount based on the number of years they are a customer. YEARS_SINCE(CUSTOMER_METADATA ("acquisition_date")) Get a discount equal to your age! YEARS_SINCE(CUSTOMER_BIRTHDATE)
Days until	Returns number of days from the start date (current date) to the end date (variable) excluding the end date. YYYY-MM- DD_Variable - YYYY-MM-DD_Current # days excluding end date	Early bird scenario - If you want customers to buy the items sooner, you can influence the discount based on the number of days from/to a specific date. A decreasing percentage discount that goes to zero at the voucher expiration date. For each day until the expiration date, the customer will get 2 percent off. `DAYS_UNTIL(VOUCHER_EXPIRATION_DATE) * 2`
Months until	Returns number of months from the start date (current date) to the end date (variable) excluding the end date. YYYY- MM-DD_Variable - YYYY-MM-DD_Current # months excluding end date	Buy six months or more prior to new year's eve and pay 15% less! Otherwise you'll get 5% off. Here, the expiration date would be set to new year's eve. IF(MONTHS_UNTIL(VOUCHER_EXPIRATION_DATE) > 6;15;5)
Day of month	Returns number of day of month in a date. YYYY-MM- DD_Variable	Customer's whose birthday falls on the 6th of the month get a 10% off their purchase. All other customers get a 5% off. IF(DAY_OF_MONTH(CUSTOMER_BIRTHDATE) = 6;10;5)
Month	Returns number of month in a date. YYYY- MM-DD_Variable	Incentivize customers to make orders through the year. Customer's receive higher amount discounts applied to their order with each consecutive month. The value of the current month is multiplied by a factor of 2. MONTH(TODAY) * 2
Year	Returns year in a date. YYYY-MM-DD_Variable	Incentivize younger folks to make purchases by giving higher amount discounts for younger customers. YEAR(CUSTOMER_BIRTHDATE) / 100
Today	Returns today's date. You need to combine this operator with another one, such as Day of month, month or year to extract data from Today. YYYY-MM-DD _Variable	Give a percentage discount based on the day of the month, i.e. the percent discount will be 11% off on the 11th day of the month. DAY_OF_MONTH(TODAY)
Now	Returns current date and time, i.e. 2023-03-06T09:04:32.694Z. You need to combine this operator with another one, such as Day of mont, month or year to extract data from Now. YYYY-MM-DDThh:mm:ss.sss _Variable	Take an amount off the order equal to the current month. For March, take $3 off, for December take $12 off the order. MONTH(NOW)

Complex Expression Operators

Here are the discount formula operators you can choose from for creating complex expressions.

Operand	How does it work?	Use case
And	Two or more relations can be logically joined using the logical operator `AND`. Both relations must be true for the complex expression to be true.	Give customer 20% off every time they make a purchase after their 10 ^th store visit AND the customer makes a purchase on a Friday; otherwise the customer receives a standard 3% discount. IF(CUSTOMER_METADATA("number_of_store_visits") > 10 AND ORDER_METADATA("day_of_week") = 5;20;3)
Or	Two or more relations can be logically joined using the logical operator `OR`. If either relation is true, the complex expression is true.	Give customer 20% off every time they make a purchase after their 10 ^th store visit OR the customer makes a purchase on a Friday; otherwise the customer receives a standard 3% discount. IF(CUSTOMER_METADATA("number_of_store_visits") > 10 OR ORDER_METADATA("day_of_week") = 5;20;3)

Nested Formulas

You can create nested expressions by embedding statements within true and false blocks of logical IF statements.

How does it work?	Use case
If a condition is true, the logical expression will follow the nested path defined inside the condition. If the condition is false, the logical expression will follow the other path.	Give customer 25% off if the order amount is greater than 200 and the quantity of items in the cart is more than 4; otherwise give customers 15% off. If the customer does not have more than 4 items in the cart, the customer gets 10% off. IF(ORDER_ITEMS_QUANTITY > 4;IF(ORDER_AMOUNT > 200;25;15);10)

Dynamic Discount Value Builder

Contents