Setup

The "Promotions" section of the Ecommerce module (under Marketing) allows you to create and manage various types of customized promotions to be displayed on your business's website.

In addition to creating new promotions, the comprehensive, accessible database allows you to easily view and/or modify any existing promotion at any time you like.

Promotions Types:

Product Promotion - gives promotion on the selected product(s)

Order Promotion - promotion is applied to the total order made by a customer

Shipping Discount - promotion gives desired discount on any enabled shipping option

Promotion Details:

When creating or modifying a promotion, the first thing you will be presented with is the "Details" tab.

Here you can specify all of the general information about the promotion.

First, you can specify whether you would like the promotion to become effective on your site right away by checking the box labeled "Active." We suggest keeping it inactive until you are ready for the rest of the setup.

You can then compose an original name and description for the promotion, as well as specify the type of promotion (discounted product, discounted order, or discounted shipping) and how you would like your site's users to access the promotion (by entering a code, by being referred to it, or by simply accessing your site).

You will also have the opportunity to specify a particular starting and ending date for the promotion (should none exist, you also have the option of making the promotion "Unlimited").

Finally, you can select a customized design for the promotion page as well as compose original text and select individual images to be displayed on your site.

And, should you wish, you can even combine the promotion with any other existing promotion by simply checking the box next to the desired promotion's name in the right-hand table, labeled "Combinable Promotions."

IMPORTANT: All sitewide promotions need to be set as combinable.

When creating or modifying a promotion, the "Products" tab allows you to select and/or modify which products the promotion should be applied to.

Adding Products:

In order to add a new product for the promotion to be applied to, simply click on the "Add Product" icon. Please note that you should choose the products so they are either per category, per product type, or per product. The combination of these different types will not work for now. 

You will then be presented with a window where you can search through the entire database of your company's products in order to locate and select the one(s) you would like to include.

Simply enter the desired information into the "Search Criteria" form and click "Search." At the bottom of the screen will appear a list of products meeting the specified criteria. Then just mark checkboxes next to products, you want to have added to the promotion and click on "Add Selected" button (or "Add All Searched" if you want to add all the products, that were found) and it will be added to promotion.

Modifying Product Promotion Settings:

Once you have selected the product to add to the promotion, it will appear in the "Products Promoted In The... Promotion" table, where you can specify the particular settings you would like to be associated with it.

First of all, you should determine the rule for the product promotion. If you would like each individual product to be discounted, select "All Items" from the drop-down menu. If you would prefer for only one item to be discounted, once the customer buys a certain number of items of the product, then select "Buy X Get Discount On Y."

After selecting a rule, you can specify a product quantity to go along with it, as well as the maximum number of products that can be discounted for a single customer.

Then, you can set the actual discount rate, with the option of setting it as a percentage of the product's price, or as a set number of dollars (or another unit of currency).

Finally, should you wish to delete a particular product from the promotion, this can be done here as well, by simply checking the "Delete" box within that product's row of the table and clicking on "Save" at the bottom of the window.

Import Products

To use the import products feature, first, use the export products button in the products tab of the promotion to get the format required for the import file.

Then do a normal product export from the Import/Export tab in the main navigation - select the fields that will help you identify your product so you don't have to spend too much time deleting the unnecessary fields from the file afterward.

Add promotion columns manually to the file you exported.

Put promotion values for the products.

Remove unnecessary columns and import the file into promotions.

Your import file for promotions should contain only the following columns:

product_system_id

min_quantity

modif_regular_users

unit_regular_users