Coupons

Create codes that customers can enter at checkout to receive a discount

Introduction

The Coupons tab displays a list of your coupons with controls to search and sort and a Create new button at the top right.

Use the search bar to find specific coupons. Results will auto populate as you type.

Setting up a Coupon

From the Coupons menu, click Create coupon to create a new coupon, or click on an existing coupon’s title to edit it. Both options direct you to the Edit coupon screen to complete the following sections.

Coupon details

• Coupon title - enter a name for the coupon. This will be displayed in the list of coupons on the main Coupons menu.
• Start and End dates and time - the date and time range the coupon is valid.
• Coupon usage
  • Multiple-use coupons can be redeemed repeatedly without restriction. Use the Coupon code field to enter the code customers will need to use at checkout to receive the discount (SPRINGSALE20).
  • Single-use coupon codes can only be redeemed once. Fill out the Prefix, Starting number, and Total coupon count fields, and click the Generate Codes link. fabric will use the information you provided to create a series of unique coupon codes. For example, say you fill out the fields with the following information:
    • Prefix - SPRING
    • Starting number - 200
    • Total coupon count - 10fabric would generate 10 coupons: SPRING201, SPRING202, SPRING203, etc. The codes Offers creates will be available for download from the coupon listing page.
• Price list selection
  • All - the coupon will apply to all eligible SKUs on all eligible price lists.
  • Select price list - the coupon will only apply to eligible SKUs from the price lists you select. (Each price list selected must have the same currency)
• The specific price types (Base & Sale) from the price list can be selected to enable discounts on sale prices or prevent over-discounting on sale prices.
  • Both Sale & Base Price - the discount will be applied if either price type is being used
  • Sale Price - the discount will ONLY be applied if the Sale price is used and passed to Offers
  • Base Price - the discount will ONLY be applied if the Base price is used and passed to Offers

Coupon Stacking

Coupons have four different settings to control how they stack (combine) with other discounts running: Stackable, Exclusive, Type Exclusive, and Universal.

Stackable

The Stackable setting allows the coupon to stack with any other discount, except for those set to exclusive. The discounts “stack” on top of each other, increasing the total discount amount if the discounts apply to the same items in the cart. Stackable coupons require a priority. The priority defines the order in which stackable coupons are evaluated. Starting with priority 1, coupons are evaluated and applied in ascending order.

Use the Stacking Priority dropdown to select the coupon’s priority.

Priority 1 uses the price list price to apply the discounts to the target (product/cart). Priority 2 coupons are evaluated with their applicable discounts stacked on top of the discounted price from priority 1 coupons. Evaluation continues until all stackable priorities have been evaluated and applied.

Exclusive

The Exclusive setting means a coupon can’t be combined with other discounts (except Universal). Only one non-stackable coupon will be applied to the cart, even if other items would be eligible. This is considered “Globally” exclusive. In these cases, Offers will apply the coupons with the largest monetary discount to the customer’s cart. If two coupons have the same monetary discount amount, the most recently published coupons will be applied.

Type Exclusive

This setting prevents coupons of the same type from being stacked. There are three types based on the discount target:

• Product - Coupon types that discount products with $ off, % off, fixed price, typically these types SKUs, SKU quantity, Buy/Get SKU.
• Order - Coupon types that discount part of or the entire cart, for example, Buy/Get Cart.
• Shipping - Coupon types that discount shipping, for example, SKU - Shipping, Buy/Get Shipping.

Universal

This setting is used when you always want a coupon evaluated and applied (if it qualifies). These discounts are applied last and can stack on any other coupon regardless of its stacking setting.

SKU selection

Products can be included or excluded from coupons using several criteria.

The first step is to set the inclusion criteria by first selecting the product target. Based on the criteria selected, products will be included in the coupon scope.

• ALL SKUs - All products in your catalog are eligible for the coupon
• SKUs - Select a specific list of products from your catalog
• Category - Select specific categories from your product catalog. Products assigned to these categories will be included in the coupon.
• Bulk Upload SKUs - upload a specific list of products from your catalog

Please note:

• Global exclusions continue to be considered regardless of coupon-specific rules.
• Browse/Select SKU and Upload SKU are only enabled if the ‘OR’ condition is selected
• If multiple values are selected in Category, Collection, or Attribute, these are treated as an ‘OR’ where only one must be true for the products to match the conditions.

Next, select the condition that can be used to decide how the criteria for inclusions interact.

• AND = ALL conditions must be met for the coupon to qualify
• OR = Only ONE of the criteria must be met for the coupon to qualify

Finally, you can exclude a subset of products.

• ALL SKUs - All products in your catalog are eligible for the promotion or coupon
• SKUs - Select a specific list of products from your catalog
• Category - Select specific categories from your product catalog. Products assigned to these categories will be included in the coupon.
• Bulk Upload SKUs - upload a specific list of products from your catalog

Please note:

• Global exclusions continue to be considered regardless of coupon-specific rules.
• Browse/Select SKU and Upload SKU are only enabled if the ‘OR’ condition is selected
• If multiple values are selected in Category, Collection, or Attribute, these are treated as an ‘OR’ where only one must be true for the products to match the conditions.

Coupon type

Coupon is applicable on has three buttons to select the whether the coupon applies to:

• Specific SKUs
• A customer’s Cart Value
• The Quantity of items in a customer’s cart

After you set up the Coupon type, you can add additional discounts with the Add Another Discount Type button. For example, you can create a coupon that gives shoppers both 10 percent off and free shipping. You can add up to three total discounts.

Use the Add Notes section to jot down any important information while creating or updating a coupon. The notes section has a character limit of 100. Changes to the notes section replace prior versions of the notes. Prior versions of the notes aren’t saved for retrieval.

SKUs coupons

Use the Coupon type drop-down menu in conjunction with the Value field to choose whether the coupon will give the customer a Percentage off, an Amount off, or a discount applied to the shipping costs with Shipping off. Percent off and Amount off are applied individually on all the valid SKUs in the cart.

When Shipping off is selected, the Shipping type and Shipping-Coupon-type drop-down menus appear.

Use the Shipping-coupon-type drop-down menu to choose between Percentage off, Amount off, or Free. The Value field will change based on selection to allow for a percentage, dollar amount, or disappear, respectively.

Each fabric customer account can be configured to further discount the SKUs with clearance prices. Consult with your fabric representative to set up this custom configuration.

Quantity coupons

Enter a number in the Minimum quantity of SKUs field to set the minimum number of items the customer must have in their cart before being eligible for the coupon.

Use the Coupon type drop-down menu in conjunction with the Value field to choose whether the coupon will give the customer a Percentage off or an Amount off.

The Add another tier feature allows you to create progressive coupons based on increasing minimum cart value thresholds. An example of a tiered coupon would be as follows

• 10% discount once the cart reaches 3 items
• 15% discount once the cart reaches 4 items
• 20% discount once the cart reaches 5 items

Click the Add another tier button to add a tier and its corresponding Delete button to remove the tier. You can create up to six tiers.

Most Expensive/Cheapest Item Discount Application

You can optionally specify to ONLY apply a discount to the most expensive or cheapest product in a customer’s cart, rather than all of the eligible items.

This setting is available for the following discount types:

• Percentage off
• Amount off
• Fixed price
• Free

It can’t apply to shipping discounts.

Next-most Expensive Discount

This promotion strategy enhances savings by applying discounts to the next-most expensive items in a shopper’s cart. This is applicable only for the Buy-Get type of discounts where shoppers get SKU discounts.

In the next-most expensive type of promotion, the most expensive item in a shopper’s cart is used to qualify them for the promotion. Of the remaining items in the cart that qualify for the promotion, the next-most expensive item is discounted. If multiple items in the cart qualify for the promotion, then each of the next-most expensive items is discounted. For example, a shopper adds four items to their cart: A for $40, B for $30, C for $20, and D for $10. In this case:

• Item A being the most expensive in the list doesn’t get discounted.
• Item B, being the next-most expensive one, receives a discount.
• After applying the discount to B, the system checks the remaining two items in the cart - C and D.
• Item C being the most expensive in the list doesn’t get discounted.
• Item D, being the next-most expensive one, receives a discount.

As a result, items B and D get discounted through this promotion.

Buy X Get Y Coupons

Buy X Get Y coupons allow you to discount products based on customers purchasing them in a bundle or spending over a minimum amount. The most common use is for “Buy one, get one” coupons.

Customer buys

There are three options:

• SKUs - This allows you to choose alternative sets of SKUs. A customer must purchase the required quantity from at least 1 SKU set.
• Bundle - This allows you to choose multiple sets of SKUs. A customer must purchase the required quantity from all SKU sets.
• Cart Value - This lets you set a minimum amount that the customer must spend in order to get a discount on a specific SKU. You won’t use ‘SKU sets’ for this option; instead, you can select SKUs that will be included in the total spend amount.

Use Browse SKUsto select the SKUs in the SKU set and enter the minimum quantity of SKUs that must be added to the cart.

Use + Add another set of SKUs to display an additional section for adding SKUs.

Each SKU set will be labeled with a letter as an identifier, starting from A and going in alphabetical order.

You must select the SKUs and the minimum quantity before you can move onto ‘Customer Gets.‘

Customer Gets

Choose the discount the customer will receive.

• SKU - This option allows you to choose specific SKUs to be discounted. You can also specify if you would like to give an item for ‘free’.
• Cart - This option allows you to discount the total cart value by an amount or percentage.
• Shipping - This option allows you to discount the shipping cost. You will be able to select shipping methods that you have configured in fabric Orders.

For the SKU option, you can select a set of SKUs that can be discounted. You can choose the same set you created before in the ‘customer buys’ section, or you can choose to create a new SKU set by clicking on + Add another set of SKUs.

Then choose the maximum quantity that can be discounted and how much they should be discounted by.

You can add additional sets of SKUs to be discounted by selecting + Add another discount. All SKU sets will be included when calculating the discount.

Discount type

There are four discount types:

• Percentage off - Reduces the price of the items, cart, or shipping by a percentage. The percentage value range from 1 to 100%.
• Amount off - Reduces the price of the items, cart, or shipping by a specific monetary amount. The currency used for the discount corresponds to the price list associated with the promotion. The amount can range from 1 to the total price. If the discount amount exceeds the price, the price becomes zero.
• Shipping off - Reduces the shipping cost based on the chosen shipping method by either a percentage or amount. You can also set the discount as Free to indicate a 100% discount.
  • Shipping methods - The offers service uses the shipping methods configured in fabric OMS. This means you must use fabric OMS to apply shipping discounts. Multiple shipping methods can be selected; however, only a single discount type can be applied per method. You can create separate promotions to apply discount types for each shipping method.
  • Shipping discount qualifications - On a shipping-type promotion or coupon, you can choose whether the discount applies to the entire shipment or just the items in the cart that qualify for the discount.
    • Entire cart: With this option selected, every item in a cart must qualify for the promotion to apply regardless of ship-to locations.
    • Entire Shipment: With this option selected, Only the items that share the same ship-to locations qualify for the promotion. For example, in the event of multi-fulfillment orders, when part of the order ships to home and part is picked up in-store, only items that qualify within the same ship-to qualify for the promotion.
• Fixed price - Assigns a fixed price to the items, cart, or shipping. The currency used for the discount corresponds to the price list associated with the promotion. In a “Buy X-Get Y” promotions, the fixed price is applied to each unit of the discounted items. Note: This option isn’t applicable to promotions based on Cart Value.

Most/Least Expensive Item Discount Application

You can optionally specify to ONLY apply a discount to the most or least expensive product in a customer’s cart, rather than all of the eligible items.

This setting is available for the following discount types:

• Percentage off
• Amount off
• Fixed price
• Free

It can’t apply to shipping discounts.

Dynamic Discounts

Dynamic discounting allows coupons to have variable discount amounts to prevent over-discounting when coupons stack. For example, if one coupon discounts an item or cart by 40%, you can limit a subsequent discount to 10%.

Use the toggle button to turn dynamic discounts on or off.

The If no discount already exists field allows you to set the maximum percentage off of the first applicable discount.

The If discount already exists field allows you to set the maximum percentage off of any subsequent applicable discounts.

Dynamic Discounts can be set on SKU or SKU Quantity coupons including:

• Percentage off
• Amount off
• Shipping off
• Fixed price

Dynamic Discounts aren’t eligible for Buy/Get or Spend/Get coupons.

Coupon Limits

There are two ways to limit coupon use: per user and site-wide.

Limiting coupons on a per-user basis allows you to choose how many times an individual redeems the coupon. This feature requires everyone redeeming the coupon to be registered and signed in to your web store.

Limiting coupons site-wide allows you to choose how many times a coupon can be redeemed in total, by any user.

These features can be used individually or in conjunction with each other for more control. For example, you may set a site-wide coupon limit at 100. To prevent one person from repeatedly using the coupon, you can also limit usage on a per-user basis, and set per-user redemption to one or two.

Coupon Attributes

You can add custom metadata to existing promotions and coupons by using attributes. By adding coupon attributes, you can query the coupon using the assigned attribute values.

For example, you can create a Brand attribute with different brands as the attribute values. When you create a coupon, you can assign the Brand attribute with any of the predefined brand values. This method helps you specify your coupons more precisely and limit their use to certain conditions, such as specific brands, email types, or loyalty programs.

Prerequisites

Ensure that all required attributes are created in the Offers Settings page.

Adding coupon attributes

1. In the left menu, click Offers > All coupons.
   The Coupons page is displayed.
2. Click Create Coupon.
   The Create Coupon page is displayed.
3. Scroll to the Coupon attributes section.
4. In the Attribute name drop-down menu, select the attribute you want added to the coupon.
   When an attribute is selected, the Attribute values are automatically populated.
5. (Optional) Remove any attribute values you don’t want by selecting the Attribute values drop-down menu and un-checking the value.
   You can also click the x next to an attribute value to remove the value. Note that at least 1 value must be present.
6. (Optional) Click Add another attribute to add additional attributes.
7. To create the coupon, you must enter the remaining required information in each section. Each section for creating a coupon is outlined in this document.

Editing an existing coupon attributes

1. In the left menu, click Offers > All Coupons.
   The Coupons page is displayed.
2. To edit coupon attributes, do one of the following:
   • Click the name of the existing coupon.
   • Click the pencil icon at the rightmost of the existing coupons row.
     The edit coupon page is displayed with the coupons name.
3. Scroll to the Coupon attributes section.
4. Edit the coupon attributes as required.
   See the steps outlined in adding coupon attributes for information on changing values.
5. (Optional) To edit the attribute name and add or remove attribute values, see the editing steps outlined in Offers Settings.

Removing an existing coupon attribute

1. In the left menu, click Offers > All Coupons.
   The Coupons page is displayed.
2. To delete coupon attributes, do one of the following:
   • Click the name of the existing coupon.
   • Click the pencil icon at the rightmost of the existing coupons row.
     The edit coupon page is displayed with the coupons name.
3. Scroll to the Coupon attributes section.
4. Click the reset icon.
   If more than one coupon attribute exists, a trash icon is displayed instead of the reset icon.
5. Click Update

Customer Segments

Offers lets you target coupons at specific groups of customers. However, before targeting a customer segment, you must first create a customer segment in Offers Settings.

After you have created a customer segment, you can target that segment with coupons.

• Target audience - choose whether the coupon will apply to:
  • All - the coupon will be available to all shoppers.
  • Segment - the coupon will be available to shoppers within the segment you have identified.
• Segment name - Select the segment you wish to link to the coupon.
• Segment values - The values will be populated here. You can choose to select specific values that you want to link to the coupon.

You can add multiple segment types by clicking on ‘+Add another segment.’

Please note:

The segment values will be ‘printed’ on the coupon once it’s created:

• If you delete a segment from settings, the segment value on the coupon will remain to maintain the state of the coupon that was live.
• You can edit segment values on a coupon by editing the coupon itself.
• If a segment is no longer supported, the coupon is unlikely to be applied as Storefront and Cart are required to identify the segment and use it when applying coupon.
• If a segment is no longer supported, the coupon is unlikely to be applied as Storefront and Cart are required to identify the segment and use it when applying coupon.

Excluding a Segment

Segments can be excluded from coupons. To do this, first specify the included target audience, either “All” or a specific segment/value combination. Next, click on the +Add exclusion list link under the Exclude Segments subsection and add the details.

• Segment name - Select the segment you wish to exclude from the coupon.
• Segment values - The values will be populated here. Select specific values that you want to link to the coupon and exclude.

You can add multiple segments to exclude by clicking on +Add another segment.

Define Terms & Conditions (optional)

The title and description fields provide space for the coupon’s terms and conditions, if any. The Add another condition feature allows you to expand the terms and conditions. Click the Add another tier button to add a tier and its corresponding Delete button to remove the tier.