Discounts

Discounts: Creating Promotions, Coupons and Promotion Sets

Overview of Promotions vs Coupons: What is the difference? (VIDEO)

Creating a Promotion

Creating a Coupon

Promotion Sets (VIDEO)

Applying Discount(s) to a Club Package (Shipment) (VIDEO)

FAQs


Overview: Promotions vs Coupons

  • Promotions are Discounts that automatically apply. If a Customer and/or their Order matches all of the criteria for the Discount, they'll receive it automatically. This applies to all Sales Channels (Web, Admin an POS).
  • Coupons are Discounts that need to be applied with a Coupon Code. Customers will need to enter the Code during Web checkout - or staff will need to manually choose the Coupon in POS, Admin and Club Packages. If a Customer and/or their Order matches all of the criteria for the Discount, it will apply. This applies to all Sales Channels (Web, Admin an POS).

Note: By default, customers will only receive one Discount at a time. If you want multiple Discounts to be able to apply to an Order at once, any Promotions and/or Coupons that should be able to stack will need to be added to a Promotion Set.


Creating a Promotion

When a Promotion is applied, all Customers who are eligible to receive the Promotion, will automatically receive it.

There are two types of Promotions:

Product Promotions and Shipping Promotions. Take a look at both below.


Creating a Product Promotion

 

  1. Go to Store > Promotions, then click Add Promotion
    Screen Shot 2022-08-01 at 12.33.20 PM
  2. Add a Title. This title is Customer-facing if the promotion applies to the order.
  3. Add a Start Date to the Promotion. You can optionally add an End Date if the Promotion should expire on a specific day.  
    1. Tip: If you're not quite ready for this Promotion to go live, make sure that you set the Start Date to a day in the future so that it's not active right when you save it.
  4. Select the type of Promotion based on what you want to discount: Products or Shipping. In this example, we're going to choose Product Discount.
  5. Under Customers select who can use this Discount.
    1. All Customers: There will be no Customer requirements for this discount to apply
    2. Specific Clubs: Only Customers who are members in specific Club(s)
    3. Specific Tags: Only Customers who have been tagged with a specific Customer Tag(s)
      1. Tags can be created by you under Settings > Tags > Customers. You can create Manual Tags to manually group Customers (like employees) OR you can set up Dynamic Tags that apply to customers automatically based on a series of conditions such as lifetime value or number of Orders. Learn more about Customer Tags here.
  6. Under Discount you'll set up exactly the Discount that the Customer will receive and on which Products.
    1. Select the Discount Type
      1. Percentage Off: Gives a percentage off of the Order.
      2. Dollar Off: Discount the specified dollar Discount amount and pick whether it should discount the entire order once or per each applicable item.

        Screen Shot 2022-08-01 at 12.39.24 PM
    2. Under Products select which Products should receive the Discount. You can select which Products should receive the Discount and also have the option to exclude specific Products as well.
      1. Applies To 
        1. Store: All Products in the store.
        2. Specific Collections: Search and add certain Collections to be discounted. (Remember, to target the Promotion properly, you can create custom Collections specifically to group Products for discounting. You can either use Manual Collections to manually group Products OR you can use Dynamic Collections to group Products automatically based on a series of attributes.) 
        3. Specific Departments: Search and add certain Departments to be discounted.
        4. Specific Products: Search and add certain Products to be discounted.
      2. Excluded Products: You can optionally specify Products, Collections or Departments that will be excluded from your Promotion. Excluded products will not receive the Discount even if they are included in the setting above.
        Screen Shot 2023-04-18 at 12.06.43 PM
      3. Action Message: You can also add an action message to a Promotion. If a Promotion is available to a visitor on your website, they'll see your action message next to all applicable Products - and it's a great incentive. Example:

        Admin Setting:
        Screen Shot 2022-08-01 at 12.40.38 PM
        Website Display:
        Screen Shot 2022-08-01 at 12.47.49 PM-1
  7. Requirements: Add any requirements that the cart must meet before the Discount is triggered and applied. You can create minimum or maximum quantity limits, minimum or maximum purchase amounts, or leave the Cart requirements as none. 

Screen Shot 2023-01-23 at 3.04.54 PM

Note: If you chose Products based on 'Specific' Departments, Collections or Products, then you will be presented with the 'Only discounted products should count to reach this quantity' box. 

Screen Shot 2023-01-23 at 2.55.16 PM-1

If checked: Only the Products you specified in the Products section will count toward the quantity minimum. Example: if you are offering 20% off 12+ bottles of your 2019 Cabernet Sauvignon, then Customers must purchase at least 12 of the 2019 Cabernet Sauvignon to receive the case discount. 

If unchecked: All Products will count toward the case minimum, but only the 2019 Cabernet Sauvignon will receive the 20% off discount.  

    8.   a. Discount Stacking
      1. By default, Customers can only use one Discount at a time. If they apply multiple Promotions/Coupons, the best deal will be applied, but the separate Promotions/Coupons won't stack together. If you want the Customer to be able to use multiple Discounts together, you need to add them to a Promotion Set in the admin panel. If you need to create one, learn how to do that here
    1. Limit Usage
      1. No Limit
      2. Per Customer: Limits the number of orders a customer can use the discount (Note: This does not limit the number of products a discount can be applied to within the cart).
      3. Per Store: Limits the number of time this promotion can be used across the entire store. (Note: This does not limit the number of products a discount can be applied to within the cart).
      4. Note: If "No Limit" is used you will not be able to change to "per customer" as the limit may have been surpassed. You would need to create a new promo with the "per customer" enabled. You would have seen an error "Error from server: usageLimitType can not be changed to Per Customer from Unlimited"
        On the right hand side of the page, you can choose to include the Promotion in a Promotion Set to allow it to stack with other discounts or you can also set usage limits for Customers.

    9. Save the Promotion.

Note: Promotions apply across all order channels i.e. POS, inbound and web order. You cannot have a promotion apply to a specific order channel.

 


Creating a Shipping Promotion

  1. Go to Store > Promotions, then click Add Promotion
  2. Add a Title. This title is Customer-facing if the Promotion applies to the order.
  3. Add a Start Date to the Promotion. You can optionally add an End Date if the Promotion should expire on a specific day. 
    1. Tip: If you're not quite ready for this Promotion to go live, make sure that you set the Start Date to a day in the future so that it's not active right when you save it.
  4. Select the type of Promotion based on what you want to discount: Products or Shipping. In this example, we're going to choose Shipping Discount.
  5. Under Customers select who can use this Discount.
    1. All Customers: There will be no Customer requirements for this Discount to apply
    2. Specific Clubs: Only Customers who are members in specific Club(s)
    3. Specific Tags: Only Customers who have been tagged with a specific Customer Tag(s)
      1. Tags can be created by you under Settings > Tags > Customers. You can create Manual Tags to manually group Customers (like employees) OR you can set up Dynamic Tags that apply to Customers automatically based on a series of conditions such as lifetime value or number of Orders.
  6. Under Discount you'll set up exactly the Discount that the Customer will receive and on which Products.
    1. Select the Discount Type
      1. Free Shipping
      2. Percentage Off
      3. Dollar Off
      4. Flat Rate
  7. Under Shipping select which Shipping Services should be discounted.
    1. Applies To
      1. All Shipping Services
      2. Specific Shipping Services
    2. Action Message: You can also add an action message to a Promotion. If a Promotion is available to a visitor on your website, they'll see your action message next to all applicable shipping services during checkout.
  8. Requirements: Add any requirements that the Cart must meet before the Discount is triggered and applied. You can create minimum or maximum quantity limits, minimum or maximum purchase amounts, or leave the cart requirements as none.
  9. Select Must purchase specific Products to qualify if the customer must have a specific Product, Collection, or Department in their Cart.Screen Shot 2023-01-05 at 11.27.35 AM
    1. Note: The Promotion will apply once the Customer has one of these Products in their Cart. If they are purchasing from other Departments, Collections, or Products in addition, the Discount will not be removed. 
  10. On the right hand side of the page, you can choose to include the Promotion in a Promotion Set to allow it to stack with other Discounts or you can also set usage limits for Customers.
    1. Discount Stacking
      1. By default, Customers can only use one Discount at a time. If they apply multiple Promotions/Coupons, the best deal will be applied, but the separate Promotions/Coupons won't stack together. If you want the customer to be able to use multiple Discounts together, you need to add them to a Promotion Set in the Admin panel. If you need to create one, learn how to do that here
    2. Limit Usage
      1. No Limit
      2. Per Customer: Limits the number of orders a Customer can use the Discount
      3. Per Store: Limits the number of time this Promotion can be used across the entire store
  11. Click Save Promotion

Test your Promotion

It's important to test your Promotion to be sure it's behaving the way you expect it to. Test in all Channels: Web, POS and Admin.



Creating Coupons

To receive the Discount, a Customer must activate a Coupon by entering a Coupon Code in their cart. Additionally, staff must manually choose the Coupon for POS, Admin and Club Packages.

NOTE:  Only ONE Coupon can be applied to any one Order (regardless of whether multiple Coupons are included in a Promotion Set).

Creating a Product Coupon

Creating a Shipping Coupon

 

Creating a Coupon (Product and/or Shipping Coupons)

  1. Go to Store > Coupons, then click Add Coupon
  2. Add a Title. This title is Customer-facing if the Coupon is applied to the Order.
  3. Add a Start Date to the Coupon. You can optionally add an End Date if the Coupon should expire on a specific day. 
    1. Tip: If you're not quite ready for this Coupon to go live, make sure that you set the Start Date to a day in the future so that it's not active right when you save it.
  4. Select the type of Coupon based on what you want to discount: Product Discount or Shipping Shipping Discount.
  5. Under Customers, select who can use this Discount.
    1. All Customers: There will be no Customer requirements for this Discount to apply
    2. Specific Clubs: Only Customers who are members in specific Club(s)
    3. Specific Tags: Only Customers who have been tagged with a specific Customer Tag(s)
      1. Tags can be created by you under Settings > Tags > Customers. You can create Manual Tags to manually group Customers (like employees) OR you can set up Dynamic Tags that apply to Customers automatically based on a series of conditions such as lifetime value or number of Orders.
  6. The Discount section will update dependent on if it's a Product or Shipping Discount 
  7. Product Discount settings
    1. Select the Discount Type
        1. Percentage Off: Gives a percentage off of the Order
        2. Dollar Off: Discount the specified dollar Discount amount and pick whether it should discount the entire Order once or per each applicable item.
      1. Under Products select which Products should receive the Discount. You can select which Products should receive the Discount and also have the option to exclude specific Products as well.
        1. Applies To 
          1. Store: All Products in the store
          2. Specific Collections: Search and add certain Collections to be discounted. (Remember, to target the Coupon properly, you can create custom Collections specifically to group Products for discounting. You can either use Manual Collections to manually group products OR you can use Dynamic Collections to group Products automatically based on a series of attributes.) 
          3. Specific Departments
          4. Specific Products
        2. Excluded Products: You can optionally specify Products that will be excluded from your Coupon. This can be set based on Collection, Department, or individual Products. Excluded products will not receive the Discount even if they are included in the setting above.
          Screen Shot 2023-04-18 at 12.06.43 PM
        3. Action Message: You can also add an action message to a Coupon. If a Coupon has been applied and is available to a visitor on your website, they'll see your action message next to all applicable Products.

  8. Shipping Discount settings
    1. Discount Type
      1. Free Shipping
      2. Percentage Off
      3. Dollar Off
      4. Flat Rate
    2. Under Shipping select which Shipping Services should be discounted.
      1. Applies To
        1. All Shipping Services
        2. Specific Shipping Services
      2. Action Message: You can also add an action message to a Coupon. If a Coupon is available to a visitor on your website, they'll see your action message next to all applicable Shipping Services during checkout.
  9. Requirements: Add any requirements that the Cart must meet before the Discount is triggered and applied. You can create minimum or maximum quantity limits, minimum or maximum purchase amounts, or leave the cart requirements as none.

Note: If you chose Products based on 'Specific' Departments, Collections or Products, then you will be presented with the 'Only discounted products should count to reach this quantity' box. 

Screen Shot 2023-01-23 at 2.55.16 PM-1

If checked: Only the Products you specified in the Products section will count toward the quantity minimum. Example: if you are offering 20% off 12+ bottles of your 2019 Cabernet Sauvignon, then Customers must purchase at least 12 of the 2019 Cabernet Sauvignon to receive the case discount. 

If uncheckedAll Products will count toward the case minimum, but only the 2019 Cabernet Sauvignon will receive the 20% off discount.  

    1. If this is a Shipping Discount, you'll also see the following setting:
      1. Select Must purchase specific Products to qualify if the Customer must have a specific Product, Collection, or Department in their Cart. Screen Shot 2023-01-05 at 11.27.19 AM
      2. Note: The Coupon will apply once the Customer has one of these products in their cart. If they are purchasing from other Departments, Collections, or Products in addition, the Discount will not be removed. 
  1. On the right hand side of the page, you can choose to include the Coupon in a Promotion Set to allow it to stack with other discounts or you can also set usage limits for customers.
    1. Discount Stacking
      1. By default, Customers can only use one Discount at a time. If they apply multiple Promotions/Coupons, the best deal will be applied, but the separate Promotions/Coupons won't stack together. If you want the customer to be able to use multiple Discounts together, you need to add them to a Promotion Set in the admin panel. If you need to create one, learn how to do that here
    2. Limit Usage
      1. No Limit
      2. Per Customer: Limits the number of Orders a customer can use the Coupon. (Note: This does not limit the number of products a discount can be applied to within the cart).
      3. Per Store: Limits the number of time this Coupon can be used across the entire store. (Note: This does not limit the number of products a discount can be applied to within the cart).
  2. Click Save Coupon

Note: Coupons apply across all order channels i.e. POS, inbound and web order. You cannot have a promotion apply to a specific order channel.

Testing Your Coupons

It's important to test your Coupon to be sure it's behaving the way you expect it to. Test in all Channels: Web, POS and Admin.


Promotion Sets

The system will always give the customer the highest value Discount, but if you want multiple Discounts to apply to an order at once, then the Promotions and Coupons have to be combined in a Promotion Set. 

When multiple Discounts are in a Promotion Set, they still need to qualify for all of the Discount requirements. 

  1. Go to Store > Promotions
  2. Make sure that your separate coupons and/or promotions are created
  3. Click the Promotion Sets tab, then Add Promotion Set

    Screen Shot 2022-06-27 at 3.36.17 PM
  4. Give the promotion set a Title. This title is not customer facing.
  5. Under the Promotions or Coupons headers, search for any coupons or promotions that you want to apply together. And click Save Promotion Set button.


    Screen Shot 2022-08-03 at 12.42.45 PM

Adding Discount(s) to a Club Package (Shipment)

Applicable Promotions will automatically apply. You can also choose a Coupon to apply to Club Packages. Learn how to do both here:


FAQs


  1. Can Promotions or Coupons be applied to specific Sales Channels? (Example: Discount can be applied in POS but on on the Web).
    No. Promotions and Coupons apply to all Sales Channels (Admin, POS, Web).
  2. Can a Discount be applied to Club Packages (Shipments) only - and nowhere else? (Example: Free Shipping on Club Shipments). 
    Yes. You can apply a Coupon to accomplish this. Learn how here.
  3. Can multiple Coupons and/or Promotions be applied to one order?
    Yes. You'd create Promotion Sets for this. Learn about them here.
  4. What is the difference between a Coupon and a Promotion?
    Promotions apply automatically based on the Discount's criteria.
    Coupons must be manually applied by entering a code on the Web, or actively chosen in Admin, POS or Club Packages. Learn more here.
  5. How are discounts calculated when multiple Promotions/Coupons apply to the same order?

    When multiple discounts are applied to the same order, it follows the following order of operation:

    • Percentage Off discounts are calculated first. If there are multiple Percentage Off, it will be calculated in alphabetical order.
    • Dollars Off discounts are calculated second. If there are multiple Dollars Off, it will be calculated in alphabetical order.
    • Flat Rate discounts are calculated last.

    Note: An example of what would happen if two promos are applied. An order has two promos on it 20% club and an additional 10% on second promo. The club discount is applied first 20% - and then the remaining balance gets discounted 10%.