You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Promo builder how to scenarios moved to how to section (#331)
* move promot builder scenerios to how-to guides
* added a scenario how-to for using flows in promo builder
* updated promo builder directory
---------
Co-authored-by: David Stover <[email protected]>
Copy file name to clipboardExpand all lines: docs/commerce-manager/promotions-builder/index.mdx
-135
Original file line number
Diff line number
Diff line change
@@ -41,141 +41,6 @@ Standard Promotions are always applied first, regardless of any priorities set.
41
41
42
42
:::
43
43
44
-
## Scenarios
45
-
46
-
### Scenario 1 - Creating a Promotion with Custom Attributes
47
-
48
-
Let's say you want to offer registered shoppers a 20% discount when they purchase products made of platinum metal.
49
-
50
-
The system checks if the shopper is registered and if the product they added is made of platinum.
51
-
52
-
To set this up in the Promotions Builder:
53
-
1. Create a [Cart Custom attribute](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#adding-cart-custom-attributes) that determines if your shoppers are registered when shopping. Set this value as **true** for anyone who has signed up for an account.
54
-
2. Configure a [Cart Items condition](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-items-condition) to check for the product attribute as metal type, and specify that the discount applies to product with the value as *platinum*.
55
-
3. Set up an [Item Discount](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-an-item-discount-promotion) in the **Actions** section as 20% off.
### Scenario 2 : Creating a Buy X Get Y (BXGY) Promotion
62
-
63
-
Let's consider a scenario where you want to offer a discount on silver jewelery for shoppers who buy gift cards for the holidays.
64
-
65
-
To set this up in the Promotions Builder:
66
-
67
-
1. Configure a [Cart Items condition](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-items-condition), and select **Product** option and add the eligible gift card items.
68
-
2. Create a [BXGY](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-bxgy-promotion) promotion in the **Actions** section. Configure an item discount for 70% off on all products with the *jewellery-metal-type* template, which contains *metal-type* with values as *silver*.
### Scenario 3 - Creating a Promotion with Multiple Discount Actions
73
-
74
-
Consider a scenario where you want to offer 20% off to all shoppers who spend $3000 or more on engagement rings. Additionally shoppers also receive a 10% discount on the cheapest item from the *Bangles* category.
75
-
76
-
To set this up in the Promotions Builder:
77
-
78
-
1. Configure a [Cart condition](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-condition) to check if the subtotal is equal to or greater than $3000.
79
-
2. Add a [Cart Items condition](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-items-condition) specifying the engagement rings category.
80
-
3. Set up an [Cart Discount](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-discount-promotion) in the **Actions** section for 20% off on engagement rings.
81
-
4. Configure [BXGY](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-bxgy-promotion) and create another item discount to apply a 10% discount on the cheapest item from the *Bangles* category.
Consider a scenario where you want to provide shoppers with various cart subtotal tiers to receive different discounts. Shoppers need one coupon code to trigger the various tiers. For example, use the coupon code *summer2024*.
88
-
89
-
The shoppers need to:
90
-
- Spend equal to or less than $100 and get 10% off the cart subtotal.
91
-
- Spend between $100 and $500 and get 20% off the cart subtotal.
92
-
93
-
To set this up in the Promotions Builder:
94
-
95
-
1. Configure the first promotion for the $100 tier:
96
-
1. Add a [Cart condition](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-condition) to check if the subtotal is less than $100.
97
-
1. Set up a [Cart Discount](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-discount-promotion) for 10% off the cart subtotal.
98
-
1. Use the coupon code *summer2024* to trigger this promotion.
99
-
100
-
1. Configure the second promotion for the $100 to $500 tier:
101
-
1. Add a [Cart condition](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-condition) to check if the subtotal is greater than $100 and less than or equal to $500.
102
-
1. Set up a [Cart Discount](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-discount-promotion) for 20% off the cart subtotal.
103
-
1. Again, use the coupon code *summer2024* to trigger this promotion.
104
-
105
-
The following image shows an example of the $100 tier promotion:
### Scenario 5 - Creating a Promotion with the Maximum Item Quantity Limitation
112
-
113
-
Suppose your shoppers purchase two of the same items by offering a 50% discount on one of them.
114
-
115
-
To set this up in the Promotions Builder:
116
-
117
-
1. Specify the required quantity of SKUs that need to be purchased as part of the condition. This can be done by configuring the **items quantity** parameter in [Create Cart Condition](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-condition).
118
-
2. Configure a [Cart Item condition](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-items-condition) to target the desired item.
119
-
3. Create a [BXGY discount](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-bxgy-promotion) in the **Actions** section for a 50% discount with a maximum quantity limit for the discount to apply to.
120
-
121
-
By implementing this promotion, shoppers could be encouraged to purchase two of the same items, with one item being discounted by 50%.
### Scenario 6 - Creating a Fixed Price Discount Promotion
126
-
127
-
Suppose you want to offer a discounted price for a particular product using the promotion code, rather than discounting the price for all shoppers in Price Books.
128
-
129
-
To set this up in the Promotions Builder:
130
-
131
-
1. Specify the cart item to target the specific product. To do this, see [Cart Item condition](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-items-condition).
132
-
2. Create an [Item Discount](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-an-item-discount-promotion) in the **Actions** section and choose **a fixed price**.
133
-
3. Specify the quantity required to avail the discounted price for the item.
134
-
135
-
By implementing this, shoppers can use a promotion code to purchase the product at a reduced price, offering targeted discounts without affecting all shoppers in Price Books.
### Scenario 7 - Creating a Promotion to Exclude Items from Promotion Eligibility
140
-
141
-
Let's say you want to create a promotion where certain products are excluded from making the cart eligible for a discount.
142
-
143
-
In this scenario, you can set a condition to exclude specific products, categories, or products with certain attributes from making the promotion eligible for a discount. For example, if shoppers buy any product in the *Fashion Rings Jewellery* category, they will receive 20% off one of the cheapest items. However, if the excluded item, such as the *Platinum Flower ring*, is the only item in the cart, the discount will not be triggered.
144
-
145
-
To set this up in the Promotions Builder:
146
-
147
-
1.**Add a condition**: Select the eligible category for the promotion condition, such as the *Fashion Rings Jewellery* category, to determine which products should be considered for the discount.
148
-
1.**Add exclusion**: Specify the specific products, categories, or attributes that should be excluded from making the cart eligible for a discount. For example, exclude the *Platinum Flower ring*.
149
-
1.**Set up the promotion**: Specify the discount details, such as the percentage off and applicable products or categories in the **Actions** section. See [Creating Actions](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-actions).
### Scenario 8 - Creating a Promotion to Exclude Products from Both Eligibility and Discount
154
-
155
-
Let's say you want to create a promotion where specific products are excluded from both making the cart eligible for a discount and from receiving the discount themselves.
156
-
157
-
In this scenario, if shoppers buy any product from the *Fashion Rings* category, they can receive a 20% discount on other products from the *Fashion Rings Jewellery* category. However, products with the attribute *Platinum Metal Type* are excluded. This means these products will not make the cart eligible for the discount, nor will they receive the discount if they are included in the cart.
158
-
159
-
To set this up in the Promotions Builder:
160
-
161
-
1.**Add a condition and exclusions**: Select the eligible category for the promotion condition, such as the *Fashion Rings* category, to define which products can qualify for the discount, and specify any products or attributes to be excluded from the promotion. For example, exclude products with the *Platinum Metal Type* attribute to ensure they do not make the cart eligible for a discount.
162
-
1.**Configure the action and exclusions**: Configure a BXGY promotion in the **Actions** section to offer 20% off products in the *Fashion Rings Jewellery* category. After configuring the action, add exclusions to ensure that products with the *Platinum Metal Type* attribute are also excluded from receiving the discount. See [Creating a BXGY Promotion](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-bxgy-promotion).
### Scenario 9 - Creating First time Shopper Promotion
167
-
168
-
You can offer First Time Shopper Promotion to attract new shoppers to your store. This promotion can be customized with various discount types and rules, but a common approach is to offer a 10% discount on their first order.
169
-
170
-
This promotion requires the creation of a public coupon code. You can configure the code so that it is only applicable to shoppers who do not have any prior paid order history in their account. See [Create a Single Code](/docs/commerce-manager/promotions-builder/creating-promotion-codes#creating-a-single-code).
171
-
172
-
**Key Conditions**:
173
-
174
-
- The shopper must have an account with no previous paid orders.
175
-
- The promotion is valid only for their first completed order.
Let's consider a scenario where you want to offer a discount on silver jewelery for shoppers who buy gift cards for the holidays.
8
+
9
+
To set this up in the Promotions Builder:
10
+
11
+
1. Configure a [Cart Items condition](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-items-condition), and select **Product** option and add the eligible gift card items.
12
+
2. Create a [BXGY](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-bxgy-promotion) promotion in the **Actions** section. Configure an item discount for 70% off on all products with the *jewellery-metal-type* template, which contains *metal-type* with values as *silver*.
13
+
14
+
title: Creating a Promotion to Exclude Products from Both Eligibility and Discount
3
+
nav_label: Excluding Items from Promotion Eligibility
4
+
sidebar_position: 80
5
+
---
6
+
7
+
Let's say you want to create a promotion where specific products are excluded from both making the cart eligible for a discount
8
+
and from receiving the discount themselves.
9
+
10
+
In this scenario, if shoppers buy any product from the *Fashion Rings* category, they can receive a 20% discount on other
11
+
products from the *Fashion Rings Jewellery* category. However, products with the attribute *Platinum Metal Type* are excluded.
12
+
This means these products will not make the cart eligible for the discount, nor will they receive the discount if they are included in the cart.
13
+
14
+
To set this up in the Promotions Builder:
15
+
16
+
1.**Add a condition and exclusions**: Select the eligible category for the promotion condition, such as the *Fashion Rings* category, to define which products can qualify for the discount, and specify any products or attributes to be excluded from the promotion. For example, exclude products with the *Platinum Metal Type* attribute to ensure they do not make the cart eligible for a discount.
17
+
1.**Configure the action and exclusions**: Configure a BXGY promotion in the **Actions** section to offer 20% off products in the *Fashion Rings Jewellery* category. After configuring the action, add exclusions to ensure that products with the *Platinum Metal Type* attribute are also excluded from receiving the discount. See [Creating a BXGY Promotion](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-bxgy-promotion).
18
+
19
+
title: Creating a Promotion to Exclude Items from Promotion Eligibility
3
+
nav_label: Excluding Items from Promotion Eligibility
4
+
sidebar_position: 70
5
+
---
6
+
7
+
**Use Case:** You want to create a promotion where certain products are excluded from making the cart eligible for a discount.
8
+
9
+
In this scenario, you can set a condition to exclude specific products, categories, or products with certain attributes from making the promotion eligible for a discount. For example, if shoppers buy any product in the *Fashion Rings Jewellery* category, they will receive 20% off one of the cheapest items. However, if the excluded item, such as the *Platinum Flower ring*, is the only item in the cart, the discount will not be triggered.
10
+
11
+
To set this up in the Promotions Builder:
12
+
13
+
1.**Add a condition**: Select the eligible category for the promotion condition, such as the *Fashion Rings Jewellery* category, to determine which products should be considered for the discount.
14
+
1.**Add exclusion**: Specify the specific products, categories, or attributes that should be excluded from making the cart eligible for a discount. For example, exclude the *Platinum Flower ring*.
15
+
1.**Set up the promotion**: Specify the discount details, such as the percentage off and applicable products or categories in the **Actions** section. See [Creating Actions](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-actions).
16
+
17
+
**Use Case:** You want to offer a First-Time Shopper Promotion to attract new shoppers to your store.
8
+
This promotion can be customized with various discount types and rules, but a common approach is to offer a 10% discount on their first order.
9
+
10
+
This promotion requires the creation of a public coupon code. You can configure the code so that it is only applicable to shoppers who do not have any prior paid order history in their account. See [Create a Single Code](/docs/commerce-manager/promotions-builder/creating-promotion-codes#creating-a-single-code).
11
+
12
+
**Key Conditions**:
13
+
14
+
- The shopper must have an account with no previous paid orders.
15
+
- The promotion is valid only for their first completed order.
**Use Case:** You want to offer a discounted price for a particular product using the promotion code, rather than discounting the price for all shoppers in Price Books.
9
+
10
+
To set this up in the Promotions Builder:
11
+
12
+
1. Specify the cart item to target the specific product. To do this, see [Cart Item condition](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-a-cart-items-condition).
13
+
2. Create an [Item Discount](/docs/commerce-manager/promotions-builder/creating-a-promotion-in-promotions-builder#creating-an-item-discount-promotion) in the **Actions** section and choose **a fixed price**.
14
+
3. Specify the quantity required to avail the discounted price for the item.
15
+
16
+
By implementing this, shoppers can use a promotion code to purchase the product at a reduced price, offering targeted discounts without affecting all shoppers in Price Books.
17
+
18
+
title: Creating Promotions using Promotions Builder
3
+
nav_label: Creating Promotions using Promotions Builder
4
+
sidebar_position: 0.5
5
+
---
6
+
7
+
The Promotions Builder enables you to offer a wide range of targeted discounts to shoppers, from straightforward percentage discounts to complex, multi-tiered promotions. Each guide in this section provides step-by-step instructions for setting up specific types of promotions to help you meet your business objectives.
8
+
9
+
These guides will show you how to:
10
+
11
+
- Set up discounts based on product attributes and shopper profiles
12
+
- Create "Buy X, Get Y" offers and multiple discount actions
13
+
- Build tiered promotions for varying cart totals
14
+
- Limit discounts based on quantity or excluding specific products
15
+
and more!
16
+
17
+
Explore each guide to master Promotions Builder and customize your store’s promotional offerings.
18
+
19
+
## Guides
20
+
21
+
[Promotion with Custom Attributes](/guides/How-To/Promotions Builder/promotion-with-custom-attributes)
22
+
[Buy X, Get Y Promotion](/guides/How-To/Promotions Builder/buy-x-get-y-promotion)
23
+
[Promotion with Multiple Discount Actions](/guides/How-To/Promotions Builder/promotion-with-multiple-discount-actions)
0 commit comments