How Do I Setup Discounts?

We don't know about you, but at Commerce7 we love a bargain and we know your customer do, too! 

Before setting up your discounts, it's important to understand the difference between a promo and a coupon. 

 

What is a promotion?

A promotion is a discount that can be applied to a product, collection, or store. You can give all customers access to a promotion, or limit access to specific groups. When a promotion is applied, all customers who are eligible to receive the promotion, will automatically receive it. 

What is a coupon?

A coupon creates a discount that can be applied to a product, collection, or store. You can give all customers access to a coupon, or limit access to a specific group. To receive the discount, a customer must activate a coupon by entering a coupon code in their cart. They must apply the coupon code on their own in order to receive the discount

 

It's also important to think about the way your discounts work by asking questions such as, 'do I offer multiple discounts to certain groups?' Or, 'do I want discounts to apply automatically or do I want them triggered by a coupon?' These types of questions will inform if your discount should be setup as a Promotion, Coupon or Promotion Set (use this if you need more than one discount to apply on an order).

 

How To Setup A Promotion

Click on Store > Promotions, then click "add promotion". 

 

 

In the "coupon type" field select if you want your promotion to apply to products or shipping.

Create a title for your promotion. This title is not consumer facing. 

Select a discount type. If you're creating a product promotion you can opt to do a percentage off, or dollar off discount type. if you're creating a shipping promotion you can opt to do a percentage off, dollar off, or flat rate discount type. 

 

 

Next you can specify which products or shipping services you'd like your promotion to apply to. 

Product promotions can apply to:

  • The entire store
  • One or more departments
  • One or more collections
  • One or more specific products

Shipping promotions can apply to all shipping services or specific shipping services. Note: You cannot have a shipping promotion apply to certain products.

Then, decide who this promotion will be available to. You can make all promotions available to:

  • Everyone
  • Members of one or more specific clubs
  • Members of one or more specific groups

Next, optionally add in cart requirements. These are requirements that must be met in the cart before the discount is triggered. You can create minimum quantity requirements as well as minimum dollar value requirements.  

 

 

Optionally add a start and end date for your promotion, enable or disable it in the "status" field, and also set per customer or per store limits (1 per customer, first 500 customers, etc). 

You can also add an action message to a promotion if you like. If a promotion is available to a site visitor, they'll see your action message next to all applicable products. 

 

 

 

 

 

How To Setup A Coupon

Click on Store > Coupons, then click "add coupon".

 

 

In the "coupon type" field select if you want your coupon to apply to products or shipping. Then create a title for your coupon. This title is not consumer facing. 

Create a "code" for your coupon. This will be the code a customer must enter to receive your discount. 

Select a discount type. If you're creating a product coupon you can opt to do a percentage off, or dollar off discount type. if you're creating a shipping coupon you can opt to do a percentage off, dollar off, or flat rate discount type. 

 

 

Next you can specify which products or shipping services you'd like your coupon to apply to. 

Product coupons can apply to:

  • The entire store
  • One or more departments
  • One or more collections
  • One or more specific products

Shipping coupons can apply to all shipping services or specific shipping services. Note: You cannot have a shipping coupon apply to certain products.

Then, decide who this coupon will be available to. You can make all coupons available to:

  • Everyone
  • Members of one or more specific clubs
  • Members of one or more specific groups

Next, optionally add in cart requirements. These are requirements that must be met in the cart before the discount is triggered. You can create minimum quantity requirements as well as minimum dollar value requirements.  

 

 

Optionally add a start and end date for your coupon, enable or disable it in the "status" field, and also set per customer or per store limits (1 per customer, first 500 customers, etc). 

You can also add an action message to a coupon if you like. If a coupon is available to a site visitor, they'll see your action message next to all applicable products. 

 

 

 

 

How To Setup a Promotion Set

By default, Commerce7 will apply one discount to an order that is of the greatest value to the customer. If a customer is eligible for 2 or more promotions/coupons, and said promotions and coupons are not in a set, the customer will receive only the best available promo/coupon. 

If you want a customer to receive all available promotions/coupons on one order, you must add them to a promotion set.

To create a set, navigate to promotions > promotion sets, then click "add promotion set" 

 

 

 

Give your set a title - this title is not customer facing. 

To apply a coupon or promotion to a set, navigate into a coupon and in the "promotion sets" field select a set you wish to apply your promotion to. Click the "add" button. Then click "save coupon" at the bottom of the screen.