Promotions

Welcome

In this module, you will learn how to create and manage complex promotional incentives that can be applied to customer orders.

After completing this module, you should be able to:

• Define promotion rules and results
• Create and manage a promotion
• Manage promotional displays on your website
• Allow multiple promotions

How do I benefit from Promotions?

Here's how Promotions feature benefits different roles:

• Marketer:  As a member of the marketing team for your website, it's important to have ways to drive users to your website and to help manage their behavior when on your website. Promotions are widely customizable ways to get your user to complete orders. You can offer free shipping over a certain amount to get users to complete a large order at one time, or you could offer discount on a particular brand's products, based on rewards you could receive from a certain brand.
• Researcher/Buyer:  Promotions are a great way for your customers to save money or time. Promotions can be customized to specific customers: for example, if you know Jones packaging that shows only for Jones buyers, discounting cutters by 25%, This is only one of many ways you have provide top-tier service to your customers and keep them coming back to your site.

Promotions

Optimizely Configured Commerce offers a powerful promotions engine designed to create and manage complex promotional incentives that enhance customer engagement and drive sales. These promotions can be automatically applied to customer orders or triggered by promotional codes during checkout. By strategically leveraging promotions, businesses can attract new customers while encouraging repeat purchases from existing ones. This below article explores how promotions are structured, the different rule types that determine eligibility, and the various ways promotions can be applied at the product, order, and shipping levels.

Promotion rule type description

Promotion Rules define a set of criteria that a customer must meet (by adding products to their cart and completing their order) to be eligible to receive the promotional incentive. There are essentially two steps within the Optimizely Configured Commerce Promotion workflow:

1. Rule Types- provide the If portion of the If/Then statement logic
2. Result Types- provide the Then portion of the logic.

To understand more about the Promotion logic and the steps for creating a successful Promotion, refer to the additional documentation on Promotions.

Optimizely Configured Commerce provides a range of Promotion Results to help businesses create targeted discounts and special offers. These promotions can be applied to products, categories, vendors, shipping, or entire orders, allowing for flexible pricing strategies.

To explore further, read this Promotion Result Type Descriptions article.

These rules do not factor in products in a customer's order history.

Create a Promotion

Visit the link below to see how to manually create a promotion in Optimizely Configured Commerce.

Storefront view

To see how your customers will see promotions in the storefront, watch this video.

Add promotion rules

Because rules are highly customizable, this section describes the fields and general process of adding promotion rules but does not go into detail about each rule type. For more information, see Promotion rule type descriptions

Visit the link below to see how to add a promotion rules in Optimizely Configured Commerce.

Explore the below article to learn about adding promotion results, previewing a promotion before it goes live, and assigning a promotion to a website.

Manage discounts and promotional displays

Site administrators can control how discounts and promotions are displayed to customers on the website. Optimizely Configured Commerce contains customizable and translatable labels for prices that display when products are on sale, discounted for the customer or promotions are applied.

Read the article below to learn how to manage discounts and promotional displays in Configured Commerce.

Allow multiple promotions

If you want to enable the Allow Multiple Promotions setting in the Admin Console. Go to the K&L Training Site and complete the steps below.

1. Navigate to Administration > System > Settings.
2. Search for "promotions."
3. For the Allow Multiple Promotions setting, switch the toggle to Yes. For more details visit the below link.

Itemized discounts and promotions

When a customer either adds a promotional item to their cart or applies a promotion to their cart, the promotion name and any discounts appear on the Cart, Review and Pay, Order Confirmation, and Order History pages. Optimizely Configured Commerce has two kinds of promotions: line level and order level.

Read the article below to learn about itemized discounts and promotions.

Try it

It’s time to play in the Configured Commerce sandbox!

The following practice exercises take place in the Knowledge & Learning training site. Before jumping in, please log in to the Training site using the following credentials:

• Username: TrainingUser
• Password: Opticon1!#

After logging in, do the following:

1. Create a promotion.
2. Add rules to the promotion.
3. Add results to the promotion.
4. Assign a promotion to a website.

Wrap up

Congratulations! You have completed this Promotions module. You should now be able to:

• Define promotion rules and results
• Create and manage a promotion
• Manage promotional displays on your website
• Allow multiple promotions

Learn more

While we covered a lot, there's always more to learn about promotions and how to work with them!

Check out the below links for an up-to-date collection of helpful guides and technical documentation.