Promotions

Promotions are designed to assign special pricing to products, product types, or shipping. Promotions can be designated through either coupon codes or applied automatically. Promotions, unlike pricing groups, are meant to expire and are not tied to specific accounts.

Creating a New Promotion

To create a new promotion:
  • Click Products from the Slatwall toolbar.
  • Select Promotions from the drop-down.

This will bring up the Promotions listing page.

  • Click . This will bring up the Create Promotion page.

  • Enter a Promotion Name that clearly describes the promotion (for example “July 4th Free Shipping” for a free shipping promotion taking place around July 4th).
  • Set a Start and End Date/Time between which the promotion will take place.
  • Max. Use Count - If this promotion is limited (for example, you only want the first ten customers to get the earlybird special) then enter the maximum (say, 10) here.
  • Max. Account Use Count - If this promotion is limited by person (i.e. only once per customer), then enter the maximum (say, 1) here.
    • Max. Use and Max. Account Use can be used together or separately. For example: first ten orders, only once per customer; first ten orders, but one customer could place all ten orders; unlimited orders but only once per customer, etc. If you do not want to limit access to the promotion, simply leave these boxes empty and the promotion will remain active for all orders placed during the appointed time.
    • Once a promotion has been created, it can be rendered inactive or active, renamed, and have a summary and description added to it via tabs on the promotion’s page. 

Saving the promotion will bring you to the Promotion page, which will indicate that your promotion has been successfully saved but that there are currently no rewards attached -- that is, your BOGO Weekend is currently just a weekend. Time to add the BOGO. Expand the Promotion Periods accordion. Click the  on the right of your promotion period to get started.

*NOTE: Promotions can be re-run or re-created. If you plan on using your promotion multiple times, this can be accomplished by adding a promotion period under the Promotion Period tab. New periods do not currently inherit rewards and qualifiers from previous periods.

A promotion period cannot be edited after it has ended.

Adding a Promotion Reward

If you have jumped directly to this page:

  • Select Products from the Slatwall toolbar.
  • Select Promotions from the drop-down to get to the Promotions listing page,
  • Click  next to the promotion you'd like to add the promotion reward to.

Below is a screenshot of the promotion that has been opened in edit mode. Note, Active needs to be set to Yes for the promotion to work.

  • Next, expand the Promotion Periods accordion.

Below is a screenshot of the Promotion Periods accordion expanded. Notice that there is a promotion period already set up and that it has no expiration.

If the Promotion Period expired, then you would be unable to edit it.  However, since the one in the example is still active, it can be edited by clickingto the right of the period.

If it had expired, you would click  to add a new Promotion Period to the Promotion.

In this instance, we will open the current promotion period since it is valid Forever. Below the basic fields is the Promotion Rewards accordion.

You will see that there aren't Promotion Rewards currently attached to the promotion.

Click   and select from a drop-down of possible rewards (all expalined in further detail below:

  • Create Promotion Reward Merchandise - Use this to create rewards for merchandise products.
  • Create Promotion Reward Subscription - Use this to create rewards for subscription products.
  • Create Promotion Reward Content Access - Use this to create rewards for content access products.
  • Create Promotion Reward Fulfillment - Use this to create a rewards for Fulfillments.
  • Create Promotion Reward Order - Use ths to create a reward for Orders.

Merchandise Reward:

  • Click on the Promotion Reward Merchandise and a pop-up will appear.

When Promotion Reward Merchandise is selected (and many of the other options), you will see the following options:

  • Discount Type
    • Percentage Off - use this if your promotion involves getting a percentage off, from 0 to 100.
      • Example: "Buy One, Get One 50% Off," this field would have a value of 50.
    • Amount Off - use this if your promotion involves getting a fixed amount off.
      • Example: "Spend fifty dollars, save ten dollars off your order," this field would have an amount of 10.
    • Fixed Amount - use this if your promotion involves paying a flat price.
      • Example: "Buy three hats for twenty dollars" would be a fixed amount discount with an Amount of 20.
  • Amount - the percentage, discount, or price of the reward (dictated by discount type)
  • Rounding Rule - determines how the discount will be applied if prices are not exact dollar amounts. For example, if you have a percentage off discount and would like the final price not to be messy, you might dictate that the price round to the nearest dollar or .99. For more information, please visit the rounding rules portion of the Settings Manager guide.
  • Max. Use Per Order - use this to limit the number of times the promotion can be applied to a single order. This number should always be larger than maximum use per item.
  • Max. Use Per Item - use this to limit the number of times the promotion can be applied to a given item within an order, up to the maximum use per order.
  • Max. Use Per Qualification - Vital for promotions where multiples of an item need to be purchased in order for a discount to be applied. Literally, "amount of times this promotion can be applied each time someone meets the criteria."
    • Example: "Buy One, Get One Free." When a person buys two shirts, a 100% discount is applied -- but only to one of those shirts. The visitor qualifies for the discount by buying two shirts, and for that qualification, one 100% discount is applied. If you don't enter "1" into the box, the system will see the qualification and apply the 100% off to both shirts.
  • Click Save.

Once you have saved your Promotion Reward, the screen that appears has accordions that allow you to determine the product types, products, skus, brands, or options to which this promotion will apply.

  • Click the Edit button at the top right of the screen to begin adding inclusions and exclusions to the promotion. (the screen shot below is of the Product Types Accordion, follow the same procedure if you instead would like to apply promotion at the product, sku, brand level or a them.)

  • Inclusions are product types, products, and SKUs that will be included in this promotion. Exclusions are items that will not be included. All products are not included by default and must be added to the promotion through the inclusion section.
  • Make use of exlusions when you don't want every product type, sku, etc. in a given category to be included in the sale (i.e. if a sale only applied to a certain color or size t-shirt, you would select all t-shirts and then check off the exceptions in the appropriate exclusions column).
  • When you are finished, click Save. Then return to the Promotion Period page by clicking the appropriate button.

Other Rewards 

The same general principles apply to other promotion reward types. Here is a quick rundown on the differences between them. For any fields which are identical to merchandise rewards/qualifiers, consult the previous section.

Subscription Reward:

  • Applicable Subscription Term - (Both, Initial, Renewal) - determines whether this promotion can be used for new (first-time) subscribers, current subscribers looking to renew, or both.

Fulfillment Reward:

Fulfillment is most often associated with shipping charges. Fulfillment Rewards can be percentage off, amount off, or fixed amount, with the same Rounding Rule options.

Edit the reward by adding Fulfillment Methods, Shipping Methods, and Shipping Address Zones to which the reward can apply.
If, for example, a free shipping promotion only applied to Standard shipping in the US (but to all products that you ship) you’d select Shipping from Fulfillment Methods; the applicable option(s) from Shipping Methods; and US from Shipping Address Zones (Address Zones must first be setup under settings for this to apply).

Order Reward:

  • Select Discount Type from the drop-down, and then enter the appropriate Amount (1-100 if Percentage; amount to be taken off if fixed).

  • Rounding Rules (which can be changed or added to in the Settings Manager) apply when the discounted price should conform to a certain pattern (i.e. still end in .99 or .00).

  • Order Discount applies to an entire order, it has no other settings.

Adding a Promotion Qualifier

Qualifiers, or, "What does someone have to do to get my promotion?"

Before explaining about Promotion Qualifiers, it should be noted that in most cases, Promotion Qualifiers will be unnecessary. For instance, if you are giving 10% everything in your shopping cart, as long as something is in the cart, the promotion should apply. Additionally, if the promotion reward was setup to apply only to a specific product, setting up a qualifier is often unnecessary, as the promotion has already been filtered to only apply to that product.

With the above said, creating a Promotion Qualifier will not hinder your ability to set up any promotion correctly. As you become more familiar with Slatwall's promotion engine, you will discover multiple ways of setting up the same promotion.

In order to add a Promotion Qualifier, from the Promotion listing page (select Promotions from the Product drop-down on the Slatwall toolbar)

  • Click  to the right of the desired promotion.
  • Next, expand the Promotion Periods accordion.
  • Click of the desired promotion period and a new screen will appear.

There are five kinds of Promotion Qualifiers available within Slatwall (any of which can be added by clicking + Create):

  • Create Promotion Qualifier Merchandise
  • Create Promotion Qualifier Subscription
  • Create Promotion Qualifier Content Access
  • Create Promotion Qualifier Fulfillment
  • Create Promotion Qualifier Order

When Merchandise Qualifier is selected (and many of the other options), you will see the following options:

Merchandise Qualifier, Subscription Qualifiers and Content Access Qualifiers .

Here's a quick rundown of the options you have available:

  • Minimum Item Qty. The minimum number of items you must have in your cart to trigger the reward
    • Example: "Buy-one-get-one (free, discounted, etc.) promotion," this value would be two;
  • Maximum Item Qty. The maximum number of items you can have in your cart before you no longer qualify for the promotion. Used when encouraging small quantities per customer.
  • Minimum Item Price. The minimum price of items that will trigger the reward
    • Example: The discount only applies to more expensive items.
  • Maximum Item Price. The maximum price of items that will trigger the reward; for example, if your discount does not apply to more expensive items.
  • Reward Matching Type (Sku, Product, Product Type, Brand). If the discount should only be applied to matching products/brands/etc., select that here. For example, if the reward is set to apply to a brand, then only items with that brand will be used to determine whether the cart qualifies to trigger the reward.
    • Example: You are selling Pepsi and Coke, buy-one-get-one-free. If....
Situation Procedure
the customer can buy any Pepsi product and get any Pepsi or Coke product for free match by product type (say, soda)
buy any Pepsi product and get only another Pepsi product (or buy a Coke, get a Coke) free match by brand
buy any Pepsi product and get only another of that product (say, buy a Mountain Dew Code Red, get another Code Red) free match by product
Code Red is a sku of Mountain Dew rather than a separate product match by sku

On the next page, as with Merchandise Rewards, you can assign the qualifier to product types, products, skus, brands, and options. Slatwall will compare the items chosen here with the items chosen under the Reward based on the reward matching type (if chosen) and calculate whether the items in the cart qualify for a given reward on that basis. If no items are selected, the qualifier will simply apply the min/max quantity/price and matching type settings for the entire cart.

 

Fulfillment Qualifiers.

Here's a quick rundown of the options you have available:

  • Minimum Fulfillment Weight. If only fulfillments of a certain weight are eligible for the reward, enter the minimum weight here.
  • Maximum Weight. If only fulfillments of a certain weight are eligible for the reward, enter the maximum weight here.
  • Fulfillment Qualifiers are usually used for Fulfillment Rewards -- for example, free shipping may only be available for orders weighing under a certain amount, or you may have two different rewards for lighter or heavier orders (each would be dictated by a separate qualifier and defined by different minimum and maxium weights).

On the next page, as with Fulfillment Rewards, you can assign the qualifier for fulfillment methods, shipping methods, and shipping address zones. Otherwise all shipping method rewards will be considered qualifying as long as they meet the weight parameters.

Order Qualifier.

Here's a quick rundown of the options you have available:

  • Minimum Order Qty. Used if the reward only applies to orders which have crossed a minimum item threshold (for example, free shipping on orders of four or more shirts would have a value of 4 here).
  • Maximum Order Qty. Used if the reward only applies to orders which are below a maximum item threshold (for example, free shipping on orders of up to four bottles would have a value of 4 here).
  • Minimum Order Subtotal: Used if the reward only applies to orders over a certain amount (i.e. free shipping on orders over $50 would have a value of 50 here).
  • Maximum Order Subtotal: Used if the reward only applies to orders under a certain amount (i.e. free shipping on orders under $50 would have a value of 50 here). 

Note that qualifiers and rewards do not always use the same categories. For example, a "free shipping on orders over $50" promotion as suggested above would use an Order Qualifier (to establish the minimum subtotal) and a Fulfillment Reward (to establish 100% off shipping).

Adding a Promotion Code

By default, if no promotion codes are added to a promotion, promotion rewards will be automatically applied to qualifying orders for the duration of the promotion. However, if you would like to tie the promotion to a code, follow the steps below.

Go to the Promotion Listing:

  • Select Promotions from the Products drop-down on the Slatwall toolbar.
  • Find the promotion you'd like to add a promotion code to and click .
  • Below the basic tab of the promotion, expand the Promotion Codes accordion.
  • Click  to begin.

The Create Promotion Code modal will appear.

  • Promotion Code: Enter a code by which the customer will apply the promotion. Depending on the nature of the promotion, this may have an obvious name (one which relates to the promotion it enables, i.e. BOGOWKND) or an obscure/random name (particularly in the case of one-time use codes).
  • Start/End Date/Time: The period for which the code is functional. 
  • Max. Use Count: Number of times this particular code will be functional. If the code is eligible for the entirety of the promotion period, leave this box blank as it will default to unlimited.
  • Max. Account Use Count: Number of times this code can be used for a single account. Should be less than or equal to Max. Use Count.

Fill in these fields and click Save. Now the promotion will be applied when the customer uses the code.

 

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