Commerce Manager

8.6.x

Managing Promotions or Shipping in Elastic Path Commerce

Overview

The Store activity enables e-commerce store managers to configure store-related aspects of Elastic Path Commerce, including promotions and shipping service levels. You can access it from the toolbar.

Store button in Commerce Manager toolbar

Promotions

A promotion is a marketing tool used to increase sales. Promotions are store-specific. To create a promotion for a store, you must have the Manage Promotions permission and must be assigned to that store. You cannot share promotions across multiple stores.

Elastic Path Commerce supports two types of promotions:

  • Catalog promotions
  • Shopping cart promotions

Catalog Promotions

Catalog promotions are used to make specific products and categories more attractive to shoppers through incentives, such as lowered pricing on a particular brand. A catalog promotion grants all shoppers a discount on a specific product or a set of products. Catalog promotions are always visible to shoppers, so the price they see while browsing the site is the price they pay at checkout time (minus taxes and any shopping cart promotions that may apply).

Shopping Cart Promotions

Shopping cart promotions are used to encourage shoppers to increase their order size by providing incentives, such as free shipping on orders over a certain dollar value. A shopping cart promotion grants a discount on a specific product or a set of products to shoppers who meet certain conditions. Shopping cart promotions are only applied after all conditions are met. So, a shopper only sees the price they pay for a promoted item when they view their shopping cart or when they check out (assuming all the promotion's conditions are met).

For example, a product has a list price of $200.00. There is a shopping cart promotion that grants a 10% discount on all orders over $50.00. When browsing the catalog, all shoppers see the product's $200.00 list price. If a shopper adds the product to their shopping cart and then views the cart's contents, the price in the cart is $180.00 (due to the 10% discount). If the same shopper goes back to browsing the frontend, the catalog still shows the list price of $200.

Promotion stacking

Promotion stacking is when one promotion is applied on top of another. For example, a shoe store offers a promotion of 10% off all shoes. They are also having a Black Friday Sale where shoppers can get an additional $5 off. With promotion stacking, shoppers receive both discounts.

The system stacks the price lists based on certain conditions and priorities and then runs through these lists stopping at the first one where it finds a price for the product. A price is determined before any promotions are evaluated. After the price is established, promotions are evaluated based on the conditions.

The following diagram illustrates how promotion stacking works:

Promotion Stacking Diagram

By default, Elastic Path Commerce applies the following stacking rules:

  • Shopping Cart Promotion cart subtotal discount actions do not stack, the action that gives the highest discount is applied.
  • Shopping Cart Promotion cart line item discount actions stack.
  • Catalog Promotion discount actions stack.

For more information on how promotions are exposed in Cortex, see Promotions.

Promotion Rules

Promotion rules define the behavior and effects of promotions. There are two types of promotion rules:

  • Conditions
  • Actions

Conditions

Conditions are the set of criteria that determine whether a shopper is eligible for a promotion, based on the current state of the shopping cart. Examples of conditions are:

  • A cart containing a particular number of a certain product or SKU
  • A cart subtotal greater than a specific amount

Actions

Actions specify the benefits that are granted by a promotion. They are the incentives used to encourage shoppers to purchase more, or to purchase specific items. Examples of actions are:

  • Free shipping
  • Discounts on specific products
  • Free items
  • Coupons for discounts on future purchases

The types of conditions and actions available depend on the promotion type.

There are many options available when configuring promotion rules. For detailed descriptions of the available options, see the Promotion Shopper Segment Conditions and Rules section in the appendices.

Shopper Segment

Note: The shopper segment corresponds to the eligibility promotion rule that existed in Elastic Path Commerce versions prior to 6.2.1. It expands on the capabilities of eligibilities by providing many more options, including geo-location and browsing behavior. The shopper segment is a component of Elastic Path's targeted selling framework, which is also used to deliver price lists.

The shopper segment is similar to promotion rules. It specifies criteria that determine, based on information that is collected about the shopper, whether that shopper is eligible to receive a promotion. There are many options available when configuring the shopper segment. For detailed descriptions of the available options, see the Promotion Shopper Segment Conditions and Rules section in the appendices.

Activation Rules

Activation rules determine how eligible shoppers can apply promotions to their purchases. In the simplest case, a promotion is applied automatically if the customer meets all the conditions.

Some promotions need to be "activated" by a coupon code (also referred to as a promotion code). For example, to receive a discount on an item in the shopping cart, the shopper must enter a coupon code at checkout time. If your organization uses coupon codes, you need to configure certain rules to control how they can be used with each promotion.

When you create a promotion, you need to specify whether it gets activated automatically or by a coupon. There are two types of coupons:

  • Public coupons
  • Private coupons

Public Coupons

Public coupons can be used by any shopper who qualifies for a promotion that has an unredeemed coupon code associated to that promotion. Shoppers may or may not be able to re-use a previously redeemed coupon code, depending on how its usage options are configured.

There are three usage options for public coupon codes:

  • Unlimited: Each coupon code can be used an unlimited number of times by all qualifying shoppers.

  • Limit per coupon code: Each coupon code can be used a limited number of times

    • This limit applies to the total number of uses, but within that limit, any individual shopper could use the coupon any number of times
    • For example, if PROMO1CODE1 has a limit of 10, then Shopper A can use it 2 times, Shopper B can use it 6 times, and Shoppers C and D can each use it once

  • Limit per shopper: Each coupon code can be used by an unlimited number of shoppers, but each shopper can only use it a limited number of times

    • As an example, PROMO2CODE1 has a limit of 5 uses per shopper, which means it can be used five times by Shopper A, five times by Shopper B, and so on

Note: The usage count is tracked by the shopper's email address. A shopper can apply the same coupon code many times beyond the limit by using different email addresses. If limiting overall exposure is a concern, select the Limited Usage Promotion option in the first step of the wizard when creating the promotion and specify the maximum number of times the coupon code can be used.

Private Coupons

Private coupons can only be used by registered customers. Customers who placed orders but did not register (they created an order with only their email address) are not registered customers and, therefore, cannot use private coupons.

Private coupons can be configured for single, multiple, or unlimited use. They can also be configured to expire after a specified number of days from the date the customer qualified for the coupon.

Note: The end date of a promotion always takes precedence over the expiry date of a coupon code. For example, a customer obtains a coupon on the final date in the promotion's date range. The coupon code is set to expire in 60 days. If the customer attempts to use the coupon on the following day, it is not accepted because the promotion has ended and is no longer active.

Coupon Codes

A promotion can have multiple coupon codes associated to it. You can manually add individual coupon codes when you create a promotion. You can also import coupon codes in bulk from CSV (Comma Separated Values) files after a promotion is created.

Promotions Best Practices and Tips

  • The number of active promotions can negatively influence the store performance. Try to minimize the number of active promotions.

  • Do not use the promotions to create permanent discounts. Instead, create sale prices in the appropriate price lists.

  • Promotion rules are cached to improve performance in the frontend. As a result, there is a delay between when a promotion is created and when it applies in the store. The length of the delay depends on the store's configuration. By default, it may take up to an hour for the change to apply.

  • Unless you have special tracking and reporting requirements (particularly for public coupons), it is not necessary to create a unique coupon code for each shopper you want to target with a promotion. The system automatically determines if a coupon is already used by a particular shopper, and, based on the coupon usage options, whether it can be used again.

  • If you limit the public coupon usage to a specific number of times per shopper, be aware that the usage count is tracked by the shopper's email address. As such, a shopper can apply the same coupon code many times beyond the limit by using different email addresses. If limiting overall exposure is a concern, select the Limited Usage Promotion option in the first step of the wizard when creating the promotion, and specify a maximum number of times the coupon code can be used.

Searching for a Catalog Promotion

  1. On the toolbar, click the Store button.

  2. In the Catalog Promotions tab, populate the basic filters:

    • Promotion State: Supports All Promotions, Active (the current date is within the enable/expiration date range), Disabled (not applicable for catalog promotions), or Expired (the current date is outside the enable/expiration date range).
    • Catalog: Supports Assigned to Any Catalog (all promotions regardless of which catalogs they are assigned to), Assigned to All Catalogs (promotions explicitly assigned to "all catalogs"), or a specific catalog (promotions assigned to the selected catalog).
    • Promotion Name: Filters for promotions with a name containing the specified phrase.

  3. In the Catalog Promotions tab, populate the Shopper Condition Filters:

    • For any shoppers: This option includes all promotions, regardless of what shopper conditions are defined.
    • For all shoppers only: This option only includes promotions that have no shopper conditions, meaning they apply to all shoppers.
    • For shoppers with a selling context: This option only includes promotions that have at least one shopper condition. The specific conditions can be further refined by clicking the "Edit" button, which shows a "Simulated Selling Context" dialog. Within this dialog, users can define attributes for a shopper with specific attributes. Only those promotions that satisfy the simulated shopper attributes will be included.
    • Include promotions for all shoppers: This checkbox is supported when the "For shoppers with a selling context" option is selected. If enabled, it includes promotions with no shopper conditions (i.e. that apply to all shoppers), in addition to promotions with shopper conditions that would apply to the simulated selling context.
    • Applies on a shopping date and time: If a date is specified, then only promotions that would apply on that date and time (i.e. a date that falls between the promotion start date and end date) are included.

  4. Set the sorting options to sort the search results by column name, and in ascending or descending order.

  5. Click Search

Searching for a Shopping Cart Promotion

  1. On the toolbar, click the Store button.

  2. In the Cart Promotions tab, populate the basic filters:

    • Promotion State: Supports All Promotions, Active (the current date is within the enable/expiration date range), Disabled (not applicable for catalog promotions), or Expired (the current date is outside the enable/expiration date range).
    • Store: Supports Assigned to Any Store (all promotions regardless of which stores they are assigned to), Assigned to All Stores (promotions explicitly assigned to "all stores"), or a specific store (promotions assigned to the selected store).
    • Promotion Name: Filters for promotions with a name containing the specified phrase.

  3. In the Cart Promotions tab, populate the Shopper Condition Filters:

    • For any shoppers: This option includes all promotions, regardless of what shopper conditions are defined.
    • For all shoppers only: This option only includes promotions that have no shopper conditions, meaning they apply to all shoppers.
    • For shoppers with a selling context: This option only includes promotions that have at least one shopper condition. The specific conditions can be further refined by clicking the "Edit" button, which shows a "Simulated Selling Context" dialog. Within this dialog, users can define attributes for a shopper with specific attributes. Only those promotions that satisfy the simulated shopper attributes will be included.
    • Include promotions for all shoppers: This checkbox is supported when the "For shoppers with a selling context" option is selected. If enabled, it includes promotions with no shopper conditions (i.e. that apply to all shoppers), in addition to promotions with shopper conditions that would apply to the simulated selling context.
    • Applies on a shopping date and time: If a date is specified, then only promotions that would apply on that date and time (i.e. a date that falls between the promotion start date and end date) are included.

  4. Set the sorting options to sort the search results by column name, and in ascending or descending order.

  5. Click Search

Sorting the Promotion Search Results

You can set the sorting criteria when you run a search, so that the search results are displayed by the selected column in ascending or descending order.

In addition, you can sort your search results by simply clicking on a column header to sort by that header.

In the example below, the search results are sorted by the Type column, as indicated by the grey, upward facing chevron to the right of the column label. Clicking a column header that is already selected for the sort order, toggles the sort order from ascending to descending order.

Changing the Search Results Pagination

By default, the search results display a list of 10 items per page. You can adjust this to show more than 10 items by changing the pagination setting:

  1. Click the admin list in the top pane to display the User Menu.

  2. Select Change Pagination Settings. The Change Pagination Settings dialog box appears.

  3. In the Results Per Page list, select the number of results you want to display per page.

  4. Click Save

Creating a Catalog Promotion

  1. On the toolbar, click the Store button.

  2. On the top right pane toolbar, click the Create Catalog Promotion Create Catalog Promotion button button. The Create Catalog Promotion wizard appears.

    Note: If the Create Catalog Promotion button is not active, your Elastic Path Commerce system may be using the Change Set feature. In that case you must select a Change Set before adding the promotion. For more information, see the Change Sets chapter.

  3. Configure the promotion details using the following fields, and then click Next.

    • Promotion Name
      • This is a required field. The name of the promotion.
      • This is used within Commerce Manager. It is not visible to customers.
    • Promotion Display Name
      • The localized, public name of the promotion.
      • This is the name that is displayed in the frontend. Select each supported language and enter the locale-specific promotion display name.
    • Description
      • This is a required field. A description of what the promotion is used for, what it does, and other details as the creator deems fit.
      • This is for internal use only; customers are not able to view this in the frontend.
    • Enable Date/Time
      • The date and time that the promotion will become active.
    • Expiration Date/Time
      • The date and time that the promotion will expire (it will no longer apply after this time).
      • This field may be left blank if the promotion should be ongoing indefinitely.

  4. Configure which catalogs the promotion should apply to, and then click Next.

    • If Assign All Catalogs is selected, then the promotion will apply to all stores, including future stores that are created.
    • If Assign Specific Catalogs is selected, then the promotion will only apply to the selected stores.

  5. Configure the target shopper conditions for the new promotion and click Next.

    Note: For detailed descriptions of the available shopper condition options, see Promotion Shopper Segment Conditions and Rules.

  6. Set the promotional rules (conditions and actions), and click Next.

    • To add a condition, click the add Add button button
    • To delete a condition, click the delete Delete button button

    Note: For detailed descriptions of the available promotion rule options, see Promotion Shopper Segment Conditions and Rules.

  7. Click Finish

Creating a Shopping Cart Promotion

  1. On the toolbar, click the Store button.

  2. On the top right pane toolbar, click the Create Shopping Cart Promotion Create Shopping Cart Promotions button button. The Create Shopping Cart Promotion wizard appears.

    Note: If the Create Shopping Cart Promotion button is not active, it may be because the Change Set feature is enabled. In this case, you must select a Change Set before adding the promotion. For more information, see the Change Sets chapter.

  3. Configure the promotion details using the following fields, and then click Next.

    • Promotion Name
      • The name of the promotion.
      • This is used within Commerce Manager. It is not visible to customers.
    • Promotion Display Name
      • The localized public name of the promotion.
      • This is the name that is displayed in the front-end. Select each supported language and enter the locale-specific promotion display name.
    • Carrot Description
      • The localized carrot description for the promotion.
      • This is the description that is available for display on a product display page if the promotion is potentially eligible for the shopper.
    • Description
      • A description of the promotion.
      • This is for your organization's internal use only and is not displayed in the frontend.
    • Enable Date/Time
      • The date and time that the promotion will become active.
    • Expiration Date/Time
      • The date and time that the promotion will expire (it will no longer apply after this time).
      • This field may be left blank if the promotion should be ongoing indefinitely.
    • Enable in Store
      • Whether the promotion will be enabled immediately in the store (subject to the enable and expiration date/time).
    • Limited Usage Promotion
      • Limits the number of times the promotion can be used if enabled.
      • This is useful if you want to create a "door crasher"-style special. For example, only the first 100 customers who buy the product will receive the promotion at checkout.
    • Allowed Limit
      • This field is only displayed when Limited Usage Promotion is enabled.
      • Sets the maximum number of times a promotion can be used.

  4. Configure which stores the promotion should apply to, and then click Next.

    • If Assign All Stores is selected, then the promotion will apply to all stores, including future stores that are created.
    • If Assign Specific Stores is selected, then the promotion will only apply to the selected stores.

  5. Configure the shopper conditions for the new promotion and click Next.

    Note: For detailed descriptions of the available shopper condition options, see Promotion Shopper Segment Conditions and Rules.

  6. Set the promotion rules (conditions and actions) for the promotion. Then, click Next.

    • If Define cart level rules is selected, then the promotion conditions will be evaluated on the entire cart, and the actions will apply to the entire cart if the conditions are satisfied.
    • If Define line item level rules is selected, then the promotion conditions will be evaluated on each individual cart line item, and the actions will apply to the line item if the conditions are satisfied.
    • To add a condition, click the add Add button button
    • To delete a condition, click the delete Delete button button

    Note: For detailed descriptions of the available promotion rule options, see Promotion Shopper Segment Conditions and Rules.

  7. Configure the activation rules for the promotion.

    • If you want the promotion to be applied automatically (as soon as the shopper qualifies for it), select This promotion is not activated by coupons
    • If you want the promotion to be applied when the shopper enters a public coupon code, select This promotion is activated by public coupons. Then, configure the usage options and the coupon codes
    • If you want the promotion to be applied when the shopper enters a private coupon code, select This promotion is activated by private coupons. Next, configure the usage options and the coupon codes

    Note :If you set an expiry date for the coupon codes and you have set a date range for the promotion, the date range always takes precedence in determining whether the promotion still applies. For example, a customer obtains a coupon on the final date in the promotion's date range. The coupon code is set to expire in 60 days. If the customer attempts to use the coupon on the following day, it is not accepted because the promotion is no longer active.

  8. Click Finish to complete the creation of your new promotion.

Copying a Shopping Cart Promotion

  1. Search for a shopping cart promotion.

  2. Highlight the promotion that you want to copy.

  3. Click the Copy Shopping Cart Promotion button.

  4. The fields will be pre-filled with values from the original promotion. Modify as needed.

  5. Click Finish to complete the creation of your new promotion.

Editing a Promotion

  1. Search for a catalog promotion or a shopping cart promotion.

  2. Double-click on the promotion that you want to edit. The Summary tab appears in the bottom pane.

  3. Modify the information in the required tab(s).

    Note: You cannot change the coupon types after the promotion is created.

  4. On the toolbar, click Save.

Importing Coupon Codes

To import coupon codes, you must have the Manage Coupons permission. Completed orders are not affected by changes in the coupon code status. If a customer redeems a coupon code and that code is disabled before checkout is complete, the promotion still applies.

By default, the status of imported coupons is set to In Use.

  1. Create a CSV file containing the coupon codes you want to import. The first line must only contain the text: couponCode,emailAddress

    • For a public promotion, the file must consist of one column containing the coupon codes. The first row must contain only the following text: couponCode

    • For a private promotion, the file must consist of two columns

      • The first containing the coupon codes and the second containing the email addresses of the customers mapped to those codes
      • Multiple customers can be mapped to the same code. The email addresses must match the email addresses specified in the corresponding customer accounts

  2. On the toolbar, click the Store button.

  3. Search for the promotion that you want to edit, and double-click it in the Promotion Search Results tab on the top right pane.

  4. In the Coupon Codes tab, click Import codes from a CSV file....

  5. Click the Browse button and locate your CSV file. Then, click Next.

  6. Click Finish

Enabling and Disabling Coupon Codes

Note: To enable or disable coupon codes, you must have the Manage Coupons permission.

  1. On the toolbar, click the Store button.

  2. Search for the promotion that you want to edit, and double-click it in the Promotion Search Results tab on the top right pane.

  3. In the Coupon Codes tab, select the coupon(s) that you want to modify. (Use the Shift and Ctrl keys to select multiple contiguous or non-contiguous coupon codes.)

  4. Click Edit.

  5. Change the status:

    • To enable the selected coupon code(s), set the status to In Use
    • To disable the selected coupon code(s), set the status to Suspended

  6. Click OK.

  7. On the toolbar, click Save

Last updated on 9/5/2023
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