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  • Configuration

    • Taxes
    • Inventory
    • Zones, Countries, and States
    • Analytics Tracker
    • Mail Methods
    • Reimbursement Types
    • Return Authorization Reasons
    • Roles
    • Spree Multi Store
    • Store Credit Categories
    • Store Order Notifications
  • Orders

    • Editing an Order
    • Manual Order Entry
    • Order States
    • Processing Orders
    • Returns
    • Searching Orders
  • Payments

    • Payment Methods
    • Payment States
  • Products

    • Cloning Products
    • Creating a New Product
    • Deleting Products
    • Editing Products
    • Product Options
    • Product Properties
    • Prototypes
    • Searching Products
    • Taxonomies and Taxons
  • Promotions

    • Creating a New Promotion
    • Editing Promotion
    • Removing Promotion
  • Shipments

    • Calculators
    • Shipping Categories
    • Shipping Methods
    • Zones
  • Users

    • Creating a New User
    • Deleting Users
    • Editing Users
    • Searching Users

Table Of Contents

RulesItem TotalProductsUserFirst OrderUser Logged InActionsCreate AdjustmentsCreate Line Items

Creating a New Promotion

To create a new promotion, click the “New Promotion” button.

New Promotion
New Promotion

The page that is shown allows you to set several standard options that apply to all promotions. Each is explained below.

OptionDescription
NameThe name you assign to the promotion.
Event NameThis is what must happen before the system will check to see if the promotion applies to the order. Options are: Add to cart (any time an item is added to the cart), Order contents changed (an item is added to or removed from an order, or the quantity of an item in the order changes), User signup (a store visitor creates an account on the site), Coupon code added (a store visitor inputs a coupon code at checkout. The code has to match what you input for the code value if you select this option), and Visit static content page (a user visits a page or follows a certain path that you declare. This is often used to ensure that a customer has reviewed your store’s policies or has been exposed to content that is important to your business model.)
AdvertiseChecking this box will make the promotion visible to site visitors as they shop your store.
DescriptionA detailed explanation of the promotion. The customer will be able to see this description at the checkout.
Usage LimitThe maximum number of times the promotion can be used in your store across all users. If you don’t input a value for this setting, the promotion can be used an unlimited number of times. Beneath this input field is a “Current Usage” counter, which is useful later when you’re editing a promotion and need to know how many times the promotion has been redeemed.
Starts AtThe date the promotion becomes valid.
Expires AtThe date after which the promotion becomes invalid.

When you enter values for these fields and click “Create”, a new screen is rendered, giving you access to even more options to fine-tune your promotion.

Rules

Rules represent the conditions that must be met for a promotion to be applicable to an order. You can set one or more rules for a single promotion. When you set multiple rules, you have the option of either requiring all of the rules to be met for the promotion to apply, or allowing a promotion to apply to an order when only one of the rules is met.

There are five types of rules. You can only add one rule of each type to a single promotion. Each is explained in detail below.

Rules Options
Rules Options

Item Total

When you select “Item total” from the “Add Rule of Type” drop-down menu and click “Add”, you are declaring an Item Total rule.

Item Total Rule
Item Total Rule

You can then set the parameters for this type of rule. Specifically, you can establish whether an order’s items must be greater than or equal to or greater than the amount you set. Click “Update”.


To remove a rule from a promotion, click the cross icon next to it.

Delete Rule Icon
Delete Rule Icon


Products

Using a rule of this type means the order must contain at least one or all of the products you declare.

Products Rule
Products Rule

To create this kind of rule, just select “Product(s)” from the “Add Rule of Type” drop-down menu and click “Add”. Start typing in the name of the product(s) you want to apply discounts to into the “Choose Products” box. Click on the correct variants. Choose either “at least one” or “all” from the selection box, and click “Update”.

User

You can apply the User rule type to restrict a promotion to only selected customers. To create this type of rule, select “User” from the “Add Rule of Type” drop-down menu and click “Add”. Start typing in the name or email address of the user(s) you want to offer this promotion to. As the correct users are displayed, click them to add them to the list. Once complete, click “Update”.

User Rule
User Rule

First Order

Select “First order” from the “Add Rule of Type” drop-down menu and click “Add” then “Update” to add a rule of this type to your promotion. This rule will restrict the promotion to customers who are ordering from you for the first time.

First Order Rule
First Order Rule

User Logged In

Add a rule of this type to restrict the promotion only to logged-in users. Select “User Logged In” from the “Add Rule of Type” drop-down list, click “Add”, then click “Update”.

Logged In Rule
Logged In Rule

Actions

Whereas Rules establish whether a promotion applies or not, Actions determine what happens when a promotion does apply to an order. There are two types of actions: create adjustments and create line items.

Create Adjustments

When you select “Create adjustment” from the “Add Action of Type” drop-down menu and click “Add”, the system presents you with several calculator options. These are the same as the options you read about in the calculators guide, except that instead of a price sack calculator, there are two additional calculators: percent per item and free shipping.

Create Adjustments Action Calculators
Create Adjustments Action Calculators

By default, when you add a new “Create adjustment” calculator, it is set to a “Flat percent” calculator. You can change this by selecting the new calculator type from the “Calculator” drop-down menu; however, you will need to click the “Update” button to get that calculator’s specific additional required fields to display.

Each calculator has its own set of required additional information fields.

Calculator TypeAdditional Data Required
Flat PercentPercentage amount
Flat RateAmount of discount, and currency
Flexible RateThe cost of the first item, the cost of each additional item, the maximum number of items included in the promotion, and the currency
Percent Per ItemPercentage amount
Free ShippingNo additional info required

Enter all required information for your calculator type, then click “Update”.

Create Line Items

This action type is a way of automatically adding items to an order to which a promotion applies. To add this action to your promotion, select “Create line items” from the “Add Action of Type” drop-down menu and click “Add”.

Create Line Item Action
Create Line Item Action

Select the quantity and variant that you want automatically added to the customer’s order from the product drop-down menu. Click “Update”.

!!! Product variants added through Line Item Action Promotions will be priced as usual. If your intention is to add a free product, you should undertake both a Line Item action (to add the product) and an Adjustment action (to discount the cost of that variant). !!!

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