How To: Create a Promotion

This document will cover how to create a single promotion and a batch promotion

SINGLE PROMOTION

We can create a unique promo code for a specific person or group of users. By specifying who has access to the promo code, we can manage who can apply this unique promo code and be sure that it is only applied by the set of users we specify.

Navigate to Promotion in the left side Menu and click Promotion - Click New Promotion

When creating a new promotion, you can customize the following details:

Name (internal) - this is the name that will display in your order to understand what promotion was used

Usage Limit This is where you can define the number of use for that promo code

Start/End Date The Start and End Date of your promo. If you leave it blank it will start automatically and never ends

Description When you start entering a lot of promotion codes it is always recommended to add as much information as to what this promo is and who can use it, so you can keep track of them in a more organized way

Promotion Category Select the category that relates to your promotion - The category can be defined here

Single promotion code is the default and should not be changed for this Single Promo documentation

Promotion Code This is the promo code the customers will provide at checkout - do not make it too easy or too complex

Click Create your promo is now created - lets add some rules o it

Promo codes can be adjusted with both rules and actions

Discount Rules Here you can define what the discount rule will be

Lets create one with Item Count Greater than - So in order for the discount to apply with that promo code, the number of item will have to match what we define here

You can define as many rules as you want, for instance if you want the discount to apply with a certain number of items AND for specific products, we could select Product(s)

Select the first rule and click Add and click Update - Click Add again and Add another rule

You can also select to Match of all these rules or any of these rules

Click Update - Now your customer would have to have 3 products (in this example Face Oil) for the promo code to work

Under Action let's dictate what the discount will be

Lets select per Line-item adjustment so the discount will apply at the product level and not at the order level, meaning the discount will apply before tax and shipping fees

Click Add and lets select what the discount price is

In this example lets select Percent Per Item so each of the 3 products will have a discounted price of 30%

Your promotion is created!

you will see on the main Promotions page whether your promo is Active or Expired, how many people have used it and how many remain

BATCH PROMOTION

Take the same steps as above to create a promotion and click Promotion Code Batches

Click Create One or New Promotion Code Batch (both will direct you to the same page)

Base code - Name of your base code promo

Join characters

Number of codes

Email - where you will receive the list

Click Create

when all codes have been processed you'll see this - you can download the codes if you click on the link or navigate to your email

the CVS file should look like this

your promotion codes are now ready to be shared with your customers - they will follow the same rules and actions you would have defined above