Common Promotion Rule settings and how to Generate them

Common Promotion Rule Settings and How to Generate them‍

To set any promotion rule, you need to identify the conditions, target, and effect of the rule that you want to generate. This article will introduce some of the most common promotion rules. Let’s take them as examples to further learn how to create a promotion rule.

‍Buy Item A get Item B Free ‍

The first thing to do is always to identify the 3 core components. In this case, obviously, Item A is the condition product. The promotion discount will only happen when you include item A in your order. Item B is the target product where the promotion discount will be applied on. “Free” is the promotion effect that will take place on your promotion target (in this case, promotion target is item B). 

Once you get clear about the 3 components, it will be so easy for you to generate your promotion rule. 

• Step 1: Complete the Overview”. Give the promotion rule a name for your future reference. You can also add a campaign code or description if needed. 
  

Step 2: For “Promotion Type”, choose “discount”. 

• Step 3: At “Effect” (What), select “Promotion Percentage %” as the “Promotion Effect Type”. Key in “100” for “Value”. (So the promotion effect will be 100% off on Item B)

• Step 4: Move to the “Advanced Settings” tab, scroll down to “Product Conditions”, select “Inclusive”. Don’t forget click “Bulk Searce to add Item A in. 
  

• Step 5: At “Product Target”, select “Inclusive”, and add item Item B into the list by clicking “Bulk Search”. 
  
  

• Step 6: Check settings and review your inputs. Click “Save” to generate this new rule. 
  

15% Off for All Orders 

For this promotion, we still need to identify the 3 core components first. As this promotion rule is applicable to “all orders”, there’s no restriction for conditions or targets in this case. But please remember that the promotion effect must be clarified, though the other 2 core components can be left empty sometimes. In this case, the promotion effect is “15% off”.

• Step 1: Complete “Overview”
• Step 2: Choose “Discount” as the “Promotion Type”. 
• Step 3: At “Effect” (What), select “Promotion Percentage %”, and key in the number “15”. 

• Step 4: Check settings and review your inputs. Click “Save” to generate this new rule. 
  

$100 Off on Any Purchase over $1000

The condition here is clearly “over $1000”, and the effect is “$100 off”. The $100 off will be applicable to all orders over $1000, regardless which product they buy. Thus, we can just leave “Target (Where)” to be empty in this case. 

• Step 1: Complete “Overview” 
• Step 2: Choose “Discount” as the “Promotion Type”. 
• Step 3: At “Effect (What)”, select “Promotion Amount $”, and key in number “100”. 
  

• Step 4: At “Quick Setting” > “Order Amount / Quantity Conditions”, click add, set it as “Amount ≥ 1000” in the pop-up window and save. 

• Step 5: Check settings and review your inputs. Click “Save” to generate this new rule. 
  

$50 Off for All Members, Today Only 

This promotion is for members only and guest check-out will not be able to get the discount. So we need to set a membership condition for it. Besides, don’t forget it lasts for only one day, which is a time condition. So there are 2 conditions in total. The promotion effect is $50 off, which has no specific target.

• Step 1: Complete “Overview”. 
• Step 2: Choose “Discount” as the “Promotion Type”. 
• Step 3: At “Effect (What)”, select “Promotion Amount $”, and key in number “50”. 

• Step 4: Under “Quick Settings”, go to “Effective Date Range” to limit the promotion time. 
  

• Step 5: Move to the “Advance Setting” tab and scroll down to “Membership Conditions”, select “Inclusive” to limit the membership level. 

• Step 6: Check settings and review your inputs. Click “Save” to generate this new rule. 
  

Buy Any Model of Coffee Machine, Get a Free Mug 

To make it easier to understand, we use a specific product name instead of Item A/B in this example. The coffee machine and mug here can be any other products too. 

Please note that “Coffee Machine”, here is a department condition. Under this department, there are various models / types of coffee machine products. 

We have Condition - “Coffee Machine”, Target - “Mug”, and Effect - “Free” here. 

• Step 1: Complete “Overview”. 
• Step 2: Choose “Discount” as the “Promotion Type”. 
• Step 3: At “Effect (What)”, select “Promotion Percentage %”, and key in number “100”. 
  

• Step 4: Move to the “Advanced Settings”. Scroll to “Department Conditions”, select “Inclusive” and add “Coffee Machine” by bulk search. 
  

• Step 5: Scroll to “Product Target”, select “Inclusive” and add “Mug” by bulk search. 

• Step 6: Check settings and review your inputs. Click “Save” to generate this new rule. 
  

Buy the Package of Textbook + Notebook, Enjoy a Free Pen 

Obviously, the condition here is the package of Textbook + Notebook, which means the two items are required at the same time. If only one of them is included in the order, the promotion will not be applicable. 

So, if we add both textbook and notebook into our “Product Conditions” list, how can we tell the system to choose either one of them, or both are required? To solve this problem, we introduce the feature “Tag”, which is used to group items. 

• Step 1: Complete “Overview” 
• Step 2: Choose “Discount” as the “Promotion Type”. 
• Step 3: At “Effect (What)”, select “Promotion Percentage %”, and key in number “100”. 
  

• Step 4: Under “Advanced Settings”, scroll to “Products Conditions”, select “inclusive” and add both “textbook” and “notebook”. In the “Tag” column, assign a tag called “TB” to the textbook, and a tag called “NB” to the notebook. (You can name the tag whatever you want, just make sure they are different from each other.) 
  

• Step 5: At “Product Target”, select “Inclusive” and add “Pen” by bulk search. 
  

If you want to set a promotion rule: Buy Either Textbook or Notebook, Enjoy a Free Pen, just simply put the Textbook and Notebook in the same group by giving them the same tag.