Add a catalog promotion

'Catalog Promotion':

• It is the promotion that can be applied to all or selected Products of your store based on opted Product Parameters such as Categories, Brands, Product Groups, SKU, Product Tag, Price or Price Range, Weight, Attribute, Variant, etc…
  
  
• Catalog promotions are created by choosing one or more rule elements which can include: the Conditions - the promotion is applied on which products & who are eligible, for which store location the promotion is applied; the Actions - what the shopper receives; and the Capping Conditions - how to limit the promotional benefits based on defined parameters.
  
  
• Note: When a catalog promotion is applied, the web prices of the respective products will be directly visible in the applicable discounted rates in the showcase itself for the applicable end-users i.e. for whom the promotion has been applied to (i.e. to all/specific user groups).
  For others (i.e. for whom the promotion has not been applied), normal prices (i.e. without any discounts) will be displayed in the showcase.
  
  
  • Example: These catalog promotions can be applied like: 'all users' or 'users of respective user group(s)' should get 'X%' (or Rs. X amount) discount on 'LG' Brand (or you can choose any Category or Group or Product SKU, etc… conditions) Product.
    Note: In this case, if the 'LG' Brand is in any Category/Product group, the discount will be applied to it.
    
    
  • However, you can cap the benefits of promotion (if required) by defining required capping conditions.
    Example: You can limit the promotional benefits by defining a maximum number of orders having any of the promotional products that can be placed by a user during specific date range within the promotion running period.
    So, after the maximum number of orders during specific date range within the promotion running period, normal prices will be applied to the promotional products.
    
    OR
    
    You can limit the promotional benefits by defining a maximum number of promotional products that can be placed by a user during specific date range within the promotion running period.
    So, after the maximum number of products during specific date range within the promotion running period, normal prices will be applied to the promotional products.
    
    

To create a catalog promotion at your web store, do the following:


Sample Promotion:

• Let's create a catalog promotion of giving 10% discount on web price for a user from the default user group when purchases a product from any one of the Prices Test, Petticoat / Underskirt, Gowns, Salwar Kameez categories and if the product price is greater than Rs. 200 along with a capping condition of allowing the discount prices to the user only up to 5 Orders during 5th to 15th of every month in the promotion period.
  
  
• That means the respective user can buy the applicable products at 10% discounted prices only for 5 Orders from 5th to 15th of every month during the promotion period. If the user places more than 5 orders during 5th to 15th of a month in the promotion period, normal prices will be applied to those products (i.e. without 10% discount) from 6th order onwards.
  
  
• However, leaving 5th to 15th of every month during the promotion period, the respective user can get 10% discount on 'n' number of orders.
  
  
• Log in to the 'MartJack Control Panel' by using your User Name (Email Address) and Password.

• You will be navigated to the Dashboard page.

• Click the  icon. The Marketing section will be displayed as shown in the figure.

• Click Manage Promotions and select Catalog Promotion. You will be navigated to the Manage Promotions > Catalog Promotions page.

• Verify the existing promotions (if any) are listed under the Available Promotions section.
• To create a new catalog promotion, click the Add New Promotion button. You will be navigated to the Manage Promotions > Add/Edit Promotion page. By default, the Rule Information tab will be opened.

• Enter the title of promotion in the Promotion Title text box.
• Enter the sequence number, which defines the 'order of applicability', of the promotion in the Sequence text box.
  • Note: If the sequence number is same for multiple active promotions, the promotion having prior creation date and time will be applied first.
• Enter the description of the promotion in the Description text box.
• Message for Action Conditions: This feature is kept for future enhancements.
• To make the promotion active, select Yes from the Is Active? drop-down.
• Store Location: This defines the promotion is applicable to which location(s).
• To apply the promotion to required store location(s), click Choose button. You will be displayed Store Location dialog box.

• There are two methods for finding out the required Locations:
  • i) Start entering the 'Location name' in the Search Location text box slowly. You will be displayed auto-completed list according to the entered criteria. Select the required location(s) from this list.
    or
  • ii) Expand the Location hierarchy and select the required Location(s).
  • Click Submit. The Select Location dialog box will be closed and the name(s) of the selected location(s) will be displayed in the Store Location text box.
• Channel: You can apply this promotion to the required channel(s) so that you can maintain different prices (i.e. enabling Channel wise Pricing) for the same product at different channels.
  • Please Refer: Sellerworx API
  • To select the required channel(s), click Choose. You will be displayed a Store Channel dialog box.

• Select the required channel(s) and click Submit. The Store Channel dialog box will be closed and the names of the selected channels will be displayed in the Channel text box.
• Periodicity: Periodicity defines the time duration for the applicability of promotion. There are two radio buttons here, namely, continuous and specific selection.
• Continuous: The 'continuous' option allows you to define the periodicity for a continuous period as per the selected periodicity option as mentioned below:
  • One Time: Select this option when the promotion is valid for a fixed date range. (Example: 12th Jan 2016 to 31st Jan 2016)
    
    
    • When this option is selected, the promotion is valid from a 'Start Date' & 'Start Time' to an 'End Date' & 'End Time'.
    • Select the 'Start Date' and 'End Date' from respective date pickers. Similarly, also select the 'Start Time' and 'End Time' from respective 'time pickers'.
  • Weekly: Select this option when the promotion is valid from a specific weekday to a specific weekday of every week within the defined validity period of the promotion. So, the promotion will be repeated on every week from a specific weekday to a specific weekday within the defined validity period of the promotion.
    
    
    • When this option is selected, Starts On and Ends On drop-down will be additionally displayed.
    • Select the 'Start Date' and 'End Date' from respective date pickers. Similarly, also select the 'Start Time' and 'End Time' from respective 'time pickers'.
    • Select the weekday for starting the promotion (Example: Sunday) from Starts On drop-down.
    • Select the weekday for ending the promotion (Example: Friday) from Ends On drop-down.
  • Monthly: Select this option when the promotion is valid from a specific date to a specific date of every month within the defined validity period of the promotion. So, the promotion will be repeated on every month from a specific date to a specific date within the defined validity period of the promotion.
    
    
    • When this option is selected, Starts On and Ends On drop-down will be additionally displayed.
    • Select the 'Start Date' and 'End Date' from respective date pickers. Similarly, also select the 'Start Time' and 'End Time' from respective 'time pickers'.
    • Select the date for starting the promotion (Example: 3, i.e. 3rd of the month) from Starts On drop-down.
    • Select the date for ending the promotion (Example: 25, i.e. 25th of the month) from Ends On drop-down.
• Specific Selection: The 'specific selection' option allows you to define the periodicity for the specific days/dates as per the selected periodicity option as mentioned below:
  • One Time: Select this option when the promotion is valid for a fixed date range. (Example: 12th Jan 2016 to 31st Jan 2016)
    
    
    • When this option is selected, the promotion is valid from a 'Start Date' & 'Start Time' to an 'End Date' & 'End Time'.
    • Select the 'Start Date' and 'End Date' from respective date pickers. Similarly, also select the 'Start Time' and 'End Time' from respective 'time pickers'.
• 2. Weekly: Select this option when the promotion is valid on the specific weekdays within the defined validity period of the promotion. So, the promotion will be repeated on every week on the specified weekdays within the defined validity period the promotion.
  
  
  • When this option is selected, Starts On and Ends On drop-down will be additionally displayed.
  • Select the 'Start Date' and 'End Date' from respective date pickers. Similarly, also select the 'Start Time' and 'End Time' from respective 'time pickers'.
  • Select the required weekdays from Sunday to Saturday.
• 3. Monthly: Select this option when the promotion is valid on the specific dates of every month within the defined validity period of the promotion. So, the promotion will be repeated on the specified dates of every month within the defined validity period of the promotion.
  
  
  • When this option is selected, Starts On and Ends On drop-down will be additionally displayed.
  • Select the 'Start Date' and 'End Date' from respective date pickers. Similarly, also select the 'Start Time' and 'End Time' from respective 'time pickers'.
  • Select the required dates from 1 to 31.
• You can save the promotion at this stage and define the Conditions and Actions later or you can define them now and save at the end.

• To define conditions, click the Conditions tab. You will be displayed a Conditions section as shown in the figure.

• Here you can define conditions that are to be satisfied for applying the promotion.
• If you want to apply the promotion when all of the following conditions are true/false, don't change All in the 'If All of these conditions are TRUE:' clause.
• If you want to apply the promotion when any of the following conditions are true/false, click All in the 'If All of these conditions are TRUE:' clause. You will be displayed the following options as displayed in the figure.

• To apply the promotion when any of the following conditions are true/false, select Any.
• If you want to apply the promotion when the following conditions are true, don't change True in the 'If All of these conditions are TRUE:' clause.
• If you want to apply the promotion when the following conditions are false, click True in the 'If All of these conditions are TRUE:' clause. You will be displayed the following options as displayed in the figure.

• To apply the promotion if the following conditions are false, select False.
• You can define the eligibility conditions for availing the promotion. To do so, click the  icon and you will be displayed the following options.

• a) Product Parameters
• b) User Group

• To select the product based parameters (conditions), click the Product Parameters option. You will be displayed the following section.

• You can again configure the options All/Any & TRUE/FALSE in the 'If All of these conditions are TRUE:' clause as explained above.
• To see the available product parameters, click the inner  icon as shown in the figure. You can find the following options in the drop-down.

• Select the required product parameter, say the Category. You will be displayed the following options.

• If you want to apply the promotion when the user selected category is one of the categories specified here, don't click the is one of the link.
• If you want to apply the promotion when the user selected category is not of the categories specified here, click the is one of the link. You will be displayed the following options.

• Select the is not option.
  • Note: In this example, the category is considered one of the selected categories and hence, is one of the link will be unchanged.

• Click the … link. You will be displayed the category hierarchy.

• To view the sub-categories (if required), expand the respective parent categories and select the required categories. All the selected categories will be displayed as shown in the figure. After the selection is over, click the  icon and you will be displayed the selected categories as shown in the figure.

• If you want to define more product parameters, click the inner  icon as shown in the figure and configure the required parameters as explained above.

• If you want to apply the promotion only to the specific user groups, click the outer  icon as shown in the figure. The following options will be displayed as shown in the figure.

• Click the User Group option. You will find the following options as shown in the figure.

• You can apply the promotion to the user groups specified here.

• Click the … link. You will be displayed the available user groups in the drop-down.

• Select the required user group from the drop-down. The selected user group will be displayed as shown in the figure.

• Note: If you want to select more users, add them in the same way.
• You can define the actions and the capping conditions (optional) now. To do so, click the Actions tab. You will be displayed the following sections as shown in the figure.

• To define actions, (i.e. the actions to be performed after satisfying conditions and capping conditions) click the  icon under the Actions section as shown in the figure. You will be displayed the following options.

• There are two options here, namely, Product Price Discount and Fixed Price Discount.
  • Product Price Discount: This option can be used for offering a price discount in percentage/amount on the web price.
  • Bundle Offer Price: This option can be used for offering a product or group of products for a fixed amount irrespective of its web price.
• To give the discount for the product prices if the conditions and capping conditions are satisfied, click the Product Price Discount option. You will be displayed the following options.

• To define the value of discount (i.e. in terms of Amount or Percentage), click the … link. You will be displayed a text box.

• Enter the discount value in the text box.
  • Example: 10
• You should define whether the entered discount value is an amount or a percentage. If the entered discount value is an amount, don't click the Amount link.
• If the entered discount value as a percentage, click the Amount link. You will be displayed the following options.

• Select Percentage. The selected option will be displayed as shown in the figure.

• You can define the Capping Conditions now. In this example, we are capping the conditions based on the Orders. So, ensure the Order is selected here.
• Note: You have two options here - 'Order' & 'Item'. If you want to define the capping conditions based on number of products that can be purchased, select 'Item'; if the capping conditions are based on number orders that can be placed, select 'Order'
• To define the value of the number of orders, click the … link. You will be displayed a text box.

• Enter the value of the number of orders in the text box and click outside the text box. The entered value will be displayed as shown in the figure.

• To define other capping conditions, click the  icon as shown in the figure.
• Note: The above-mentioned order based or item based capping criteria will only work if you define at least a single Capping condition as mentioned below.

• The available options are mentioned below. Select any of them as per your requirement:
• Starting Day - Select this option if the capping criteria are to be started from a specific day (Example, 5th) of every month during the Promotion period.
• Ending Day - Select this option if the capping criteria are to be ended with a specific day (Example, 15th) of every month during the Promotion period.
• Starting Date - Select this option if the capping criteria are to be started from a specific date (Example, 15th Jan 2015) during the Promotion period.
• Ending Date - Select this option if the capping criteria are to be ended with a specific date (Example, 15th Mar 2015) during the Promotion period.
• Starting Time - Select this option if the capping criteria are to be started from a specific time (Example, 07:00:00 Hrs) of every day during the Promotion period.
• Ending Time - Select this option if the capping criteria are to be ended with a specific time (Example, 22:00:00 Hrs) of every day during the Promotion period.
• Number of Days - Select this option if the capping criteria are to be counted from a specific number of days (Example, 15 days) from current date during the Promotion period.
• Number of Hours - Select this option if the capping criteria are to be counted from a specific number of hours (Example, 240 Hrs) from the current time during the Promotion period.
• Let assume we are providing the capping criteria from a specific date (say, 5th) and to a specific date (say 15th) of every month during the promotion period. To do so, select the Starting Day option. You will be displayed the following options as shown in the figure.

• Click the less than link and you will be displayed the following options:

• Select the equals or greater than option. The selected option will be displayed as shown in the figure.

• Click the … link and you will find the following values.

• Select a suitable value. The selected value will be displayed as shown in the figure.
• Example: To start the criteria counting from 5th of every month, select 5
• The selected value will be displayed as shown in the figure.

• For the above criteria, you need to select the capping criteria's ending date. To do so, click the  icon as shown in the figure. You will be displayed following options.

• Select the Ending Day option. You will be displayed following options.

• Click the less than link. You will find the following options.

• Select the equals or greater than option. The selected option will be displayed as shown in the figure.

• Click the … link. You will find the following values.

• Select a suitable value.
• Example: To end criteria counting at 15th of every month, select 15
• The selected value will be displayed as shown in the figure.

• To save the promotion, click Save. The promotion will be saved and you will be displayed a confirmation through a dialog box.

• Click OK. The dialog box will be closed and the promotion will be listed under the Available Promotions section.