Promotions

Create discounts automatically applied to all customers’ carts

Introduction

The Promotions menu displays a list of your promotions with controls to search and sort and a Create new button at the top right.

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

Setting up a Promotion

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

Promotion details

• Promotion title - enter a name for the promotion. This will be displayed in the list of promotions on the main Promotion menu.
• Start and End date and time - the date and time range the promotion is valid.
  • The End now button cancels an active promotion.
• Price list selection
  • All - the promotion will apply to all eligible SKUs on all eligible price lists.
  • Select price list - the promotion 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

Promotion Stacking

Promotions 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 promotion 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 promotions require a priority. The priority defines the order in which stackable promotions are evaluated. Starting with priority 1, promotions are evaluated and applied in ascending order.

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

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

Exclusive

The Exclusive setting means a promotion can’t be combined with other discounts (except Universal). Only one non-stackable promotion 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 promotions with the largest monetary discount to the customer’s cart. If two promotions have the same monetary discount amount, the most recently published promotions will be applied.

Type Exclusive

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

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

Universal

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

SKU selection

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

The first step is to set the inclusion criteria by selecting the Product Target. Based on the criteria selected, products will be included in the promotion scope.

• 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. Product Catalog assigned to these categories will be included in the promotion.
• Bulk Upload SKUs - upload a specific list of products from your catalog

Please note:

• Global exclusions continue to be considered regardless of promotion-specific rules.
• Browse/Select SKU and Upload SKU are only enabled if the ‘OR’ condition is selected
• If multiple values are selected in Category, 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 promotion to qualify
• OR = Only ONE of the criteria must be met for the promotion to qualify

Finally, you can exclude a subset of products.

• SKUs - Select a specific list of products from your catalog
• Category - Select specific categories from your product catalog. Product Catalog assigned to these categories will be included in the promotion.
• Collection - Select specific collections from your product catalog. Product Catalog assigned to these collections will be included in the promotion.
• Attribute - Select specific product attribute values. Product Catalog with these attributes will be included in the promotion.
• Bulk Upload SKUs - upload a specific list of products from your catalog
• Please note:
  • Global exclusions continue to be considered regardless of promotion-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.

Promotion type

There are three types of promotions:

• SKU - A discount applied based on SKUs that are purchased.
• SKU Quantity - A discount applied after a certain quantity of SKUs are purchased.
• Buy X - Get Y - A discount applied on after a specific SKU or minimum amount is purchased.

After you set up the Promotion type, you can add additional discounts with the Add Another Discount Type button. For example, you can create a promotion 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 promotion. 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.

Promotion Limits

Promotion limits allow you to set the maximum number of times a customer can receive a discount. For example, if you are running a “Buy one get one free” promotion, you could set a maximum limit of “3,” which would mean that the customer would get three free items even if they had added four items to their cart.

The default setting is “unlimited.” To set a limit, use the toggle to enable promotion limits and then enter the maximum value.

SKUs promotions

Use the Promotion type drop-down menu in conjunction with the Value field to choose whether the promotion will give the customer a Percentage off, an Amount off, or a discount applied to the shipping costs with Shipping off.

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

Use the Shipping-Promotion-type dropdown 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 promotions

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 promotion.

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

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

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

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

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 Promotions

Buy X Get Y promotions 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” promotions.

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 SKUs to 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’. A ‘free’ item will be added to the response in the promotion evaluation API as a suggested item to be added to the cart.
• 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.

Please note:

• The cheapest eligible SKU will be discounted first. For example, if there are 3 SKUs eligible for a discount but a maximum quantity of 1, and the customer adds all 3 to their cart, we will apply the discount to the cheapest SKU.
• The discount amount is applied to each unit. For example, if you have $10 off up to a maximum of 6 units, $10 will be discounted from each unit up to a total of 6 units.

Compatibility:

• Buy-Get must be used with fabric Cart V2.

Most Expensive/Cheapest Item Discount Application

You can optionally specify to ONLY apply a discount to the most expensive/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.

Dynamic Discounts

Dynamic discounting allows promotions to have variable discount amounts to prevent over-discounting when promotions stack. For example, if one promotion 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 promotions can be set on SKU or SKU Quantity promotions including:

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

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

Promotion Proximity

The Promotion Proximity feature allows you to set a proximity threshold for promotions and send customized notifications to shoppers when their cart reaches the specified threshold value. This dynamic messaging can incentivize shoppers to increase their cart value to meet promotion thresholds, while boosting promotion engagement, conversion rates, and average order value (AOV).

For example, a promotion like “Purchase for $200 and get 10% off” is set with a proximity threshold of $150. When the cart subtotal reaches $150, a notification message is sent to the shopper encouraging them to take advantage of the offer. Similarly, for a SKU Quantity promotion offering $50 off when purchasing five units, the item quantity threshold can be set to three units. When the cart has three units of the item, a notification message is sent to the shopper encouraging them to shop more and avail the offer.

Procedure

The Promotion Proximity feature appears when you are creating a new promotion with the Promotion type set to either SKU Quantity or Buy-Get. When your Promotion type is either SKU Quantity or Buy-Get, a toggle button is displayed. It’s turned off by default. When turned on, you can enter a numeric value for the Proximity trigger quantity or amount.

The Proximity promotion can be set for these promotion types:

• SKU Quantity
• Buy-Get based on SKUs
• Buy-Get based on bundles
• Buy-Get based on cart value

After determining the threshold quantity or amount to trigger the promotion message, specify the locales by using the Include Locale Sets feature and provide the promotional message in the Message field. Note that:

• The Locale set 1 is displayed by default and you can select multiple locales from the dropdown menu. Click, + Add another locale set to add another locale set.
• The message is sent based on the text provided in the Message field. It’s recommended that the promotional message is generic as the system doesn’t calculate the exact amount or quantity required to qualify for the promotion.

Promotion Attributes

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

For example, you can create a Brand attribute with different brands as the attribute values. When you create a promotion, you can assign the Brand attribute with any of the predefined brand values. This method helps you specify your promotions 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 promotion attributes

1. In the left menu, click Offers > Promotions.
   The Promotions page is displayed.
2. Click Add promotion.
   The Create Promotion page is displayed.
3. Scroll to the Promotion attributes section.
4. In the Attribute name drop-down menu, select the attribute that you want added to the promotion.
   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 promotion, you must enter the remaining required information in each section. Each section for creating a promotion is outlined in this document.

Editing an existing promotion attributes

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

Removing an existing promotion attribute

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

Customer Segments

Offers lets you target promotions 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 promotions.

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

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

Please note:

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

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

Excluding a Segment

Segments can be excluded from promotions. 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 promotion.
• Segment values - The values will be populated here. Select specific values that you want to link to the promotion and exclude.

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