1. Open the Campaigns section
Go to Campaigns in the main menu.2. Start a new campaign
Click Create campaign → Loyalty → Discounts.3. Pick a folder
Choose the folder where the promotion will live and click Create.4. Name the promotion and configure general settings
Enter the promotion name and adjust the General settings: launch date, description, and any other top-level fields.5. Choose the audience
In the Customers block, choose who the promotion will apply to. The promotion can target:- All customers in the database
- Customers in a specific segment
- All customers except customers in a specific segment
Only recalculated and static customer segments are available in promotions.
6. Set availability conditions
Under Availability conditions, define when the promotion is allowed to trigger. You can restrict it by:- Required promo code
- Brand
- Days of the week
- Time of day
7. Choose placements
Under Placements, select the channels and zones where the promotion is active.8. Configure the core promotion logic
This is where you choose which products are eligible and what benefit customers receive.8.1. Choose the products the promotion applies to
The promotion can apply to:- All products
- Products in a specific segment
- All products except a specific segment
Only recalculated and static product segments are available in promotions.
8.2. Choose a benefit
Pick one of the following line-item benefits:- Give a discount
- Round the price
- Display text
- Use a price from a custom field
- Give a discount based on the value of a discount card
8.2.1. Give a discount
A simple discount of X percent or X dollars per line item.8.2.2. Round the price
Hover over each option to see an example of how the rounding works.8.2.3. Display text
Show a message either in the product card area or in the cart area. For example, when a product is purchased you can display a message to the cashier or to the shopper in the online store cart. You can use template engine parameters in the text.8.2.4. Use a price from a custom field
You can select Decimal-type custom fields. For example, you can store a special price in a product custom field and apply it only to a specific customer segment.8.2.5. Give a discount based on the value of a discount card
The discount equals the nominal value of the customer’s discount card. You can also cap the maximum discount percentage at a value you choose.9. Configure order-level rewards
In addition to line-item benefits, you can apply rewards at the order level. Rewards can apply to:- All orders
- Orders in a specific segment (segment creation works the same way as for products)
- All orders except orders in a specific segment
- Give a discount
- Cascading discount
- Round the price
- Display text
- Give a discount on products from segment A for every n products from segment B
- Give a bundle discount
- Give a discount based on the value of a discount card
- Give a discount on a product for every n dollars spent on products from a segment
- Free shipping
- Give a promo code
- Give a promo code for each product
9.1. Give a discount
Give a discount of X percent or X dollars. You can configure:- The segment of discounted products
- The segment of discounted line items
- A limit on the number of discounted products
- Whether the discount applies to the most expensive or the cheapest product
9.2. Cascading discount
For every X products of any kind, give an additional discount on products from the same segment.9.3. Round the price
Round the order total down (or up) to a chosen value.9.4. Display text
Show a message at the register or in the online store cart.9.5. Give a discount on products from segment A for every n products from segment B
For every N products (any product, a product in a segment, or all products except a specific segment), give a discount of X percent or X dollars on:- Any product
- A product in a specific segment
- All products except a specific segment
9.6. Give a bundle discount
Give a discount of X percent or X dollars when the customer buys a product from a specific segment.9.7. Give a discount based on the value of a discount card
You can cap the maximum discount.9.8. Give a discount on a product for every n dollars spent on products from a segment
For every N dollars spent on products in a segment, give a discount of X percent or X dollars on products. You can also display a message about the available discount at the register or in the cart by enabling the matching checkboxes in the settings.9.9. Free shipping
The product is delivered free of charge.9.10. Give a promo code
Issue a promo code from a specific promo code pool (you must upload promo codes into the system in advance) and display a message at the register or in the online store cart.9.11. Give a promo code for each product
Same as 9.10, but the customer receives a promo code for every qualifying product.10. Set incompatibility rules
Choose which promotions are incompatible with this one.- Order-level incompatibility: if promotions A and B are incompatible and promotion A applied to at least one line item in the order, promotion B will not apply at all.
- Product-level incompatibility: in the same situation, promotion B will still apply to all other line items where promotion A did not apply.
11. Configure arbitration
Set up promotion arbitration.- Open Arbitration tree.
- Choose the parent group the promotion will belong to. This determines which arbitration rules govern how the discount stacks with other promotions.
- Choose the position within the group, which determines the order in which the promotion is applied.