Creating Promotions

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This feature is only available to customers with the Pro Plan or higher.

Promotions can help you get more sales, increase brand loyalty and find new customers! In your store, you have the option to set up promotions in a simple and effective way.

Create a promotion

First, in the administration panel choose in the sidebar the option Promotions. On the next page, click Add New Promotion.

On the promotions page, start by entering the name of the promotion.

Link Discount Codes to a Promotion

You have the option to create a discount code, when a new coupon is added the code is automatically generated, but it can be edited anytime.

One promotion can have more than 1 coupon code associated, however, each coupon code must be unique. Each coupon can have its own usage limit and limit per customer (based on the email address used on Checkout) that can be defined by the merchant.

You can keep track of the usage for each coupon on this menu as well. The coupon will be inactive once its usage limit is reached or when the customer reaches the limit set by the merchant.

If you enable the use of discount codes, the customers must apply them in the shopping cart for the promotion to become applicable:

Add Discount Codes to Transactional Emails

When you have a promotion active and it has a discount code, these can also be added to your store’s transactional emails.

For this, you simply have to go to “General Settings > Emails”. From there you can enter any email that you have enabled for your store and click on the toggle button to activate the “Promotional Code”.

Next, you select a Promotion and click Save. You will see the discount code added to the preview of the email.

You can also send a test email to confirm.

Establishing a discount amount

You can select how much discount you want to apply, either as a percentage or as a fixed amount in your store currency.

Accumulate promotions

You can make the discount accumulate, make the promotion accumulate with other promotions to increase the discount to customers.

Cumulative promotions only cumulate with other cumulative promotions.

If there are several promotions that apply to a shopping cart, the system will choose the promotion or group of promotions (if they are cumulative) that is most advantageous to the customer.

The only exception to this is with shipping promotions, because they require that a subtotal with discount to be already calculated (for the minimum conditions), they are evaluated last.

You must choose the type of promotion.

Types of promotions

You can create 4 types of promotions and they can affect the following:

The subtotal of a purchase.
The shipping price.
The price of one or more specific products.
The price of one product relative to the purchase of another product.

Promotions on the Purchase Subtotal

The discount applies to the subtotal, i.e., the sum of the product values. It will only be visible in the shopping cart.

Example: If you apply a promotion of 20% discount, on a item that costs 3€, the final value for your customer will be 2,40€. This is how the shopping cart will look like:

Promotions on the Shipping Subtotal

The discount applies to the total of the order shipment. With this option, you can also choose the countries and regions where it applies.

It will only be applied to the shopping cart after you choose an address.

The countries and regions available to select are those that you have established when configuring the shipping methods.

Example: If you apply a promotion of 2€ discount to the shipping fee, this amount will be deducted at the end of the invoice. This is how it will look like:

Promotions on Selected Products

The discount will apply to selected products, will appear on the product page, categories and searches, with an “offer” design that shows that the product has a discount.

Example: If you apply a promotion of 10% discount to a certain item, the final value will be shown together with the product. This is how it will look like:

You can set a minimum quantity to apply the discount. If the requirement is not met, the promotion will not apply. This minimum can be defined by:

Amount: minimum amount referring to a single item that needs to be purchased, defined in-store currency. This amount does not include shipping charges or other cumulative discounts.
Sum of Selected Products: minimum quantity of the sum of selected products required for the promotion to apply.
Same Item: minimum or maximum quantity of the same item required for the promotion to apply.

The minimum number of conditions or minimum purchase units act differently depending on the type of promotion generated:

The behaviour of promotions by selected products and with minimum purchase units as a condition

This applies to promotions of the selected products type, with the conditions “Sum of selected products” or “Same item”.

If it is a promotion for selected products, the minimum value of either purchase or articles applies ONLY to the product.

Example 1:

We have a product A and a product B with a 10% discount but conditioned on a minimum purchase of $1,000. In this case, the promotion will apply to the minimum purchase of $1,000 of product A and the minimum purchase of $1,000 of product B.

Not to the minimum purchase of $1,000 for both products combined.

Example 2:

We have one product A and one product B with a 10% discount but subject to a minimum purchase of 3 units. In this case, the promotion will apply to the minimum purchase of 3 units of product A and/or the minimum purchase of 3 units of product B.

No minimum purchase of 3 units of both products combined. If you have two units of product A in your cart and one unit of product B, even if the sum is 3 units, the promotion will not apply.

The behaviour of promotions for selected products with minimum purchase values as a condition

This applies to promotions of the selected products type, with the conditions “Amount”.

If it is a promotion per subtotal, the minimum value or minimum quantity of units is that reflected by the combination of products.

Example 1:

We have a promotion with a 10% subtotal discount on the minimum purchase of $1,000. In the cart, we have one product A and one product B. As it is a promotion by subtotal, it is enough that the values of both reach or exceed $1,000.

Example 2:

we have a promotion with a subtotal of 10% discount, conditional on a minimum purchase of 3 units. In the cart, we have one product A and one product B.

As it is a promotion by subtotal, it is enough that the added units of both reach or exceed 3. For example, one product A and two products B in the cart makes the promotion valid.

Buy X and Get Y Promotions

On a base level, this promotion lets you include/package multiple product types into a single promotion. That means if a customer wants to buy a Product X they will receive a discount on another Product Y.

Example: If you apply a promotion on certain item, receiving the other for free, the shopping cart will look like this:

Store Owner can Define:

If customer adds to cart
- Quantity X: minimum quantity of products X the customer needs to buy in order for the promotion to apply
- Products X: list of products that enable the promotion if bought
Apply Discount to
- Quantity Y: minimum quantity of products Y the customer needs to buy in order for the promotion to apply
- Products Y: list of products to which the discount can be applied

This promotion has the following variations that can be applied:

Customer buys a Product X and receives Product Y for Free (Default discount is 100%).
Customer buys a specific Quantity of Product X and receives a discount on a designated Quantity of Product Y. For example, buy 3 of Product X and get 50% (or a fixed amount) off on Product Y.
When a promotion is set with a designated quantity on X to get a specific discount on Y and X consists of multiple products, the required quantity of X to buy can come from any product sets within X and the discount on Y will be applicable.
- For example, a promotion exists, “Buy 3 products and get 1 hat for Free!” and the store has different types of products, such as T-shirts, shoes, sunglasses…the customer will get the Free hat as long as they “meet the required Quantity of 3” irrespective of what 3 product types are.
In the case of this promotion, the Products X and Y can be accumulative of multiple products, for example, the Product X can consists of two Products A and B while Product Y consists of products C and D.
- For example, a promotion states “buy 2 of X to get 50% off 2 of Y” The customer just has to “buy a quantity of 2” to activate the promotion (can be any combination of Products A and B) to receive the designated discount on products C AND D.
If the client has two of Products Y (product A and product B) in the cart and the discount quantity for Y is set to 1, the discount will apply to the product that gets the lowest discount (percentage) or to a random product if the discount is the same on both Products included in Y.

Buy X Get Y and other promotions

A Buy X Get Y promotion is always cumulative with itself

Example:

Promotion is: buy 2 of P1 and get 1 of P1 for free.
If a client buys 4 of P1 gets 2 for free.

A Buy X Get Y promotion is never cumulative with another Buy X get Y promotion

Each product on the cart can only be part of one BuyXgetY promotion. If there is a product triggering a BuyXgetY promotion (part of products X or products Y), that product cannot be used to activate another promotion of the same type.

Example:

Promotion A: buy 1 of P1 get 1 of P2 for free.
Promotion B: buy 1 of P1 get 1 of P3 for free.
If client adds to cart P1, P2 and P3, he will get P2 OR P3 for free (never both).
Promotion C: buy 1 of P1 get 1 of P2 for free.
Promotion D: buy 1 of P2 get 1 of P3 for free.
If client adds to cart P1, P2 and P3, he will get P2 OR P3 for free (never both).

The cumulative / non-cumulative behaviour of Buy X get Y promotions is exactly the same as any other promotion when relative to promotions of other types.

Applying promotions to a specific customer

Choose the customers to whom the promotion applies. If you have a Pro plan or higher, you will have customer functionality available. This setting allows you to condition promotions to be applied to a specific category of customers.

The three options are:

Everyone: this option is active by default. It applies to all customers.
Not registered: the promotion is visible to all users who don’t have a registered account.
Logged in customers: the promotion is visible to all users who have a registered account and that are logged in.
Customers without purchases: the promotion applies to all users without any previous purchases. The promotion is only applied in the first purchase.
Customers from selected categories: the promotion applies only if the customer belongs to a category defined in the customer section.

Defining the duration of promotion over time

You can set limits for your promotion, define the conditions for expiration. You can have it active:

No Limits: default option. Always available.
Limit Date: schedule your promotion to be valid between two dates, the start date and the end date.
Limit of use: define the maximum number of uses throughout the store (not per customer). When the limit is reached, the promotion is deactivated.

These limits can be applied separately or together. When applied together the promotion will expire as soon as the first limit expires.

Once you are done, click save and go back to the promotions page, there you can see a summary of the promotion.

The green circle indicates that the promotion is currently valid, and if it is yellow it is deactivated. If it is red, it means the promotion has expired.

To create similar promotions, you have the option to duplicate the promotion which copies a promotion.

Calculating Cumulative and Non-Cumulative Promotions

When the “accumulative” option is selected, it means that if there are several active promotions that affect the purchase that is in the cart, all the promotions will be added together and the respective discount will be made.

It is important to bear in mind that ALL promotions must be cumulative for this to have an effect.

If there is a combination of cumulative and non-cumulative promotions, the combination of promotions of type “Subtotal”, “Buy X get Y” and “Selected Products” that brings more benefits to the buyer will be applied. The shipping fee is then calculated and only after “Shipping” promotions will be applied depending on whether or not they are cumulative.

Let’s look at the following examples:

Example 1:

We want to make a 100% discount on the value of the shipment.
We also have a 10% discount promotion for product A.

In the cart there are:	Total to pay if both are cumulative:	Total to pay if both are non cumulative:
Product A with an original price of $1,000. A product B of $500. A product C of $300. A total shipping amount of $1,200	Product A with discount: $900 Product B: $500 Product C: $300 Shipping: $0 Total: $1,700	Product A is without discount: $1,000 Product B: $500 Product C: $300 Shipping: $1,200 Total: $3,000 The shipping promotion does not apply because there is already a non cumulative promotion being applied in the cart.

Example 2:

We want to make a promotion of $1,000 in the total value of the purchase.
We also have a 10% discount promotion for product A.

In the cart there are:	Total to pay if both are cumulative:	Total to pay if both are non cumulative:
Product A with an original price of $20,000. A product B of $5,000.	Product A with discount: $18,000 Product B: $5,000 Shipping: $1,500 Discount on purchase subtotal: $1,000 Total: $23500	Product A has a discount of: $18,000 Product B: $5,000 Shipping: $1,500 Total: $24.500 Only the discount promotion applies to product A, as it brings the most benefits to the customer.

Limits for promotions

You cannot make promotions and discounts for a specific payment method. The discount is not affected by the payment method chosen. For example, ordering and paying with any specific credit card or shipping method cannot be applied.

Frequently Asked Questions

1. How do you calculate the total value of an order?

Promotions, shipping and taxes are strongly related. The following article explains the relationship between them.

An order can have the following values:

Order Subtotal: represents the sum of all the subtotal of the ordered products.
Order Discount: represents the amount of money discounted through the promotions associated with the order. It is a negative amount.
Shipping fees: represents the country’s taxes charged for this order.
Shipping Discount: represents the amount of money discounted through the shipping promotions associated with the order. It is a negative amount.
Total order: sum of all items above (total = subtotal + tax + shipping - discounts).

The calculations are applied in this order. Promotions are calculated with Subtotal, Shipping and Order Fees (avoiding a circular reference).

2. I have a promotion applied to certain products (10% discount) and I want to offer free shipping with a promotion for orders over $500. What is the price of the products that are considered to apply for the shipping promotion? With or without a discount?

You will need to price the products before applying a 10% discount to calculate whether the shipping promotion applies.

For example, we have a $550 product which with a 10% discount is $495. The shipping promotion will not apply because even thought the original product price was $550 the subtotal with discount ($495) does not reach the minimum value of $500. You have not met the conditions of the shipping promotion.

3. I have a $0 shipping fee applied to orders over $50. I also have a promotion applied to the subtotal of the order. Will they interfere with each other?

The shipping promotions are always applied after all other promotions. That is, the calculations of this promotion are based on the subtotal with discount.

If you want to offer “free” shipping for orders over a certain amount, consider using the promotions applied to the shipping amount.

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