What is a cart promotion and how do I create a cart promotion at my web store?

Cart Promotion:

  • Cart promotions are applied when the customer reaches the shopping cart. It is a promotion based on the cart value or cart items in the customers' shopping cart.

  • Cart promotions are created by choosing one or more rule elements which can include:
    • Rule Information - defines the promotion sequence, periodicity, applicable store locations for promotion, etc…;
    • Conditions - defines 'What should be in the cart?' based on the product or cart parameters;
    • Actions - defines what the shopper receives That means what users will get if the conditions are met?; and
    • ‘Actions Conditions’ - defines 'What are the inclusions and exclusions for fulfilling the actions?' That means they define on which product(s) promotional benefits are applied and on which product(s) promotional benefits are not applied.

  • Please analyze all possible scenarios carefully before applying for a promotion.

  • Once you understand the concept, you can create 'simple' as well as 'complex' 'cart promotions' easily through this interface.

  • The rules applied in this kind of promotion are more complex as it requires awareness of the combinations of items in a customer's cart.
    So, it's better to test the promotions at the live site before offering them to your customers.
    Please Refer: Testing Cart Promotions


The 'cart promotions' will be displayed on the following pages of your web store:

  • Cart page
  • Single page checkout page


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

Let's learn how to create a 'cart promotion' with the Rules defined as Buy any products from 'GSM Handsets' Category for greater than Rs. 5000/- and get 10% discount on the 'LG' Brand products of 'GSM Handsets' Category

  • Log in to the 'MartJack Control Panel' by using your User Name (Email Address) and Password.

 Create Cart Promotion

  • You will be navigated to the Dashboard page.


 Create Catalog Promotion

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


 Create Catalog Promotion

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


  Create Cart Promotion

  • To create a new cart promotion for your store, click Add New Promotion. You will be navigated to Manage Promotions > Add/Edit Cart Promotion page.


  Create Cart Promotion

  • For creating a cart promotion, there are three sections to be configured. They are Rule Information, Actions, and Conditions. Let's discuss them one-by-one.

Rule Information:


'Rule Information' contains the basic information of a cart promotion.

  • By default, the 'Rule Information' tab will be opened in the Manage Promotions > Add/Edit Cart Promotion page.
  • Enter the title of promotion in the Promotion Title text box.
  • Enter the order of application of the promotion in the Sequence No text box.
    • Note:
      • The active promotion having the lowest sequence number will be applied first.
      • If the sequence number is same for multiple active promotions, the most recently created promotion will be applied first.
  • Enter the description of the promotion in the Description text box. This is for your own reference.
  • Enter the help message to the users about the offer in the Message for Actions Conditions text box.
  • Note:
    • If all the conditions are met, and when offer products need to be displayed in a popup, this message will be displayed in the cart page under the Special Offers section. An example is shown in the following figure.


  Create Cart Promotion

  • This message will also be also displayed in the popup that is displaying the offer products when the Avail Offers link of the Special Offers section is clicked. An example is shown in the figure.


  Create Cart Promotion

  • The offer products need to be configured through the Actions Conditions
  • At present, the popup will not come with the following options: Weight, Quantity, Price Range.
  • When you are mentioning some Qty in Actions along with suggesting products through 'Actions Conditions', the popup will come till all the actions conditions are met and till the qty in actions is met.
  • If you want to make the promotion active, select Yes from the Is Active? drop-down. Else, select No.
  • If you want to allow further 'Cart Promotions' to be applied after applying this promotion, select Yes from the Allow further Promotions drop-down. Else, select No.
  • If you want to allow the recurrence of promotion rules after applied once, select Yes from Is Repetitive? drop-down.
    • Example: If the rule says, “Buy 'X' and get '10%' discount”. If 'Is repetitive' is Yes, when the user buys X, the user can get 10% discount; similarly, when a user buys 2X, the user can get 10+10% discount.
    • If 'Is repetitive' is No, when the user buys X, the user can get 10% discount; but when a user buys 2X, the user will not get 10+10% discount, instead, the user will get only 10% discount as the promotion is not repeated.
      • Note: The Repetition will work with ‘is’ or 'is one of the' conditions only.
  • Enable Discount Voucher Campaign? To create a discount voucher campaign coupled with current cart promotion, select the Enable Discount Voucher Campaign? checkbox. You can create discount vouchers under this campaign and the use the cart promotion rules to define the criteria for discount vouchers.
    • Note: The benefits of cart promotion in this case (i.e. when Enable Discount Voucher Campaign? checkbox is selected) will be applied only with the discount vouchers that are created under the mapped discount voucher campaign of this cart promotion.
  • Is Mapped to External Coupon System? You can also map the cart promotion to an external coupon system so that you can directly use those vouchers without creating them. The external coupons will be displayed to the applicable end-users through a popup upon clicking the 'Apply Coupons' button in the 'cart page' or 'Step-3 of Single Page' Checkout.
  • To allow map external coupon system with this promotion, select Yes from Is Mapped to External Coupon System? 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. You will be displayed the Store Location dialog box.


  Create Cart Promotion

  • Note:
    • All the locations of your store for which the Enable location wise shipments for this location checkbox is selected are displayed through this dialog box.
      Please refer: Adding A Stock Location

    • If you apply a promotion to a 'parent location', the promotion will be applied to all its child locations if there are no exclusive promotions configured to those 'child locations'. That means, if any promotion is configured to a child location, the promotion will be applied to that child location and for the rest of the child locations (which are under a parent location), the promotion of their parent location will be applied.
  • There are two methods for finding out 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.
  • 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)
          Manage the validity of a Cart Promotion
        • 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.
          Manage the validity of a Cart 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.
          Manage the validity of a Cart 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)
          Manage the validity of a Cart Promotion
        • 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.
        Manage the validity of a Cart 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.
        Manage the validity of a Cart 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.

Conditions:


  Create Cart Promotion

  • Conditions: Conditions define the eligibility criteria for availing the promotion benefits.
  • If the conditions are met as per mentioned criteria, the promotion process will look into the 'Actions Conditions' (if any).

  • If conditions are met and there are no 'Actions Conditions' or the offered product(s) specified in 'Actions Conditions' are added to cart, the 'Actions' will be applied on the respective products of the cart. i.e. promotional benefits will be directly applied to cart.

  • If conditions are met and the offer products specified through the 'Actions Conditions' are not added to cart, a popup will be displayed showing the offer products.
    • Note: This popup will be displayed after clicking the Avail Offers link in the Special Offer(s) section of the cart page. The Special Offer(s) sectionAvail Offers link will be displayed in cart page when the conditions are met and till all the actions conditions are completely met.

  • The main condition will be in the form of the following format: If All/Any of these conditions are True/False:
  • These conditions can be sub-divided into the following parameters:
    • a) Product related conditions: These are:
      • i) Single Cart Item Parameter Selection: These are in the form of the following format: If an item is Found/Not Found in the Cart with All/Any of these conditions true.
      • Now, you need to configure the required conditions from the available options. You can exclusively choose either 'Cart & Cart Item Parameter Selection' condition or 'Cart Item Parameters'; else you can choose a combination of both of them.

      • ii) Multiple Cart Items Parameter Selection: These conditions are in the form of the following format: If total quantity/total amount is/is not/less than/greater than/equals or less than/equals or greater than … for a sub-selection of items in the cart matching All/Any of these conditions
      • Now, you need to configure the required conditions from the available options. You can exclusively choose either 'Cart & Cart Item Parameter Selection' condition or 'Cart Item Parameters'; else you can choose a combination of both of them.

      • iii) Cart & Cart Item Parameter Selection: These are the combinations of conditions in the sub-level and are similar to main condition (root level). These conditions are in the form of the following format: If All/Any of these conditions are True/False:
      • Now, you need to configure the required conditions from the available options. You can exclusively choose 'Single Cart Item Parameter Selection' or 'Multiple Cart Items Parameter Selection' or 'Cart & Cart Item Parameter Selection' conditions or 'Cart Parameters'; else you can choose a combination of them.
      • By these 'Conditions Combination', you can create a different set of All/Any and True/False conditions within the main condition.
    • b) Cart related Conditions i.e. Cart Parameters:
      • Subtotal is/is not/less than/greater than/equals or less than/equals or greater than …
      • Total quantity is/is not/less than/greater than/equals or less than/equals or greater than …
      • Total weight is/is not/less than/greater than/equals or less than/equals or greater than …
      • Payment Method is/is not …
      • Shipping Method is/is not …
      • User Group is/is not …
  • You can choose All or Any from the main condition. To do so, click All. You will find a drop-down. Select Any (if required)


  Create Cart Promotion

  • Note: If 'All' is selected, the promotion will be qualified when all the defined conditions are satisfied.
  • If 'Any' is selected, the promotion will be qualified when any of the defined conditions are satisfied.
  • You can apply the promotion when the defined conditions are met or not met. To do so, click TRUE. You will find a drop-down. Select FALSE (if required)


  Create Cart Promotion

  • To add conditions, click plus '  Create Cart Promotion' icon. You will be displayed the product related and cart related options.


  Create Cart Promotion

  • In the product related conditions, you have the following options:
    • Single Cart Item Parameter Selection: These are in the form of the following format: If an item is 'FOUND/NOT FOUND' in the Cart with 'All/Any' of these conditions true:

    • Multiple Cart Items Parameter Selection: These are in the form of the following format: If total 'quantity/amount' 'is/is not/less than/greater than/equals or less than/equals or greater than' … for a sub-selection of items in the cart matching 'All/Any' of these conditions:

    • Cart & Cart Item Parameter Selection: These are the combinations of conditions in the sub-level and are similar to main condition (root level). These conditions are in the form of following format: If All/Any of these conditions are True/False:

  • So, first choose which type of format you want and you will find a wide range of option within the same.


  Create Cart Promotion

  • For example, select Multiple Cart Items Parameter Selection from the drop-down. You will find the following format: If total 'quantity/amount' 'is/is not/less than/greater than/equals or less than/equals or greater than' … for a sub-selection of items in the cart matching 'All/Any' of these conditions:


  Create Cart Promotion

  • Click total quantity and select total amount.


  Create Cart Promotion

  • Click is and select greater than.


  Create Cart Promotion

  • Click on the  and enter the Cart amount (say 5000) to qualify the Promotion.


  Create Cart Promotion

  • You can also click All and select Any (if required), but, in this example, we are not selecting the condition Any.
  • Now configure the condition(s). Click the inner '  Create Cart Promotion' icon of the Conditions section as shown in the figure.


  Create Cart Promotion

  • You will be displayed many options as shown in the figure. Select the required condition (Say, category). You will be displayed the following format.


  Create Cart Promotion

  • Click is one of the (if you don't want 'is one of the' option) and you will find is one of the, is not options. Select is not if required.
    • Note: When 'Is one of the' is selected, we can select multiple options (for example, multiple Categories) but only any one of the option will be considered among them.
    • In this example, we are continuing with the 'is one of the' option.
  • Click  and you will find the Category hierarchy of your store.


  Create Cart Promotion

  • Select the required Category (Categories) and click the '  Create Cart Promotion ' icon as shown in the figure.
  • The 'Category hierarchy' will be closed and the selected conditions will be displayed as shown in the figure.


  Create Cart Promotion

  • Note:
    • If you want to delete a condition, click the Delete '  Create Cart Promotion ' icon of the condition.
    • If you want to remove/add some categories from/to a condition, click Expand '  Create Cart Promotion ' icon of that condition. You will be displayed the Category hierarchy. Clear the checkboxes to remove the respective Categories or select new checkboxes to add respective Categories and click Select '  Create Cart Promotion ' icon.
    • To add another sub-level condition, click the inner Plus '  Create Cart Promotion' icon of the Conditions section as shown in the figure. And repeat the procedure discussed above.
    • To add the main condition, click the outer '  Create Cart Promotion' icon of the Conditions section as shown in the figure. And repeat the procedure as discussed above.
    • In this example, we are not adding any other conditions.
  • Now click Actions tab under Cart Promotion section, which is at top right corner of Manage Promotions > Cart Promotions page. You will be navigated to Actions, Actions Conditions sections.

Actions, Actions Conditions:


  Create Cart Promotion

Actions:

  • 'Actions' define what user gets by this promotion after fulfilling the conditions.
  • Click the plus '  Create Cart Promotion' icon of the Actions sections.


  Create Cart Promotion

  • You can find the following options:
    • Product Price Discount: This option can be used for offering a price discount in percentage/amount for specific product quantity.
    • Bundle Offer Price: This option can be used for offering two or more products as a bundle for a fixed amount irrespective of their cumulative web price.
    • Product Offer Price: This option can be used for offering a product for a fixed amount irrespective of its web price.
    • Cart Sub Total Discount: This option can be used for offering a price discount in percentage/amount on the cart subtotal.
    • Shipping Cost Discount: This option can be used for offering a price discount in percentage/amount on the shipping cost.
    • Buy X Get Y Free: This option can be used for offering a specific quantity of 'Y' product free on buying 'X' product.
  • To give percentage discount on the product price (i.e. on 'Web Price'), select Product Price Discount from the drop-down. You can now define the 'Actions' in the following format: Product Price Discount … in Amount/Percentage on … quantity


  Create Cart Promotion

  • Click  and enter the discount value (say, 10 because, in this example, we want to give 10% discount) in the text box.


  Create Cart Promotion

  • To give the discount in 'Percentage', click Amount and select Percentage from the drop-down.
  • You can restrict the number of products to be discounted even after meeting all the required conditions. To do so, click  and enter the number of products to be eligible for discount (say, 2) by this Promotion.
    • Note:
      • If you don't mention anything here, it means there is no such restriction and discount can be applied to any number of products.
      • If you mention some numeric value (say, 2) here, the discount will be applied to first two products (i.e. as per the defined number of products) that are eligible for promotion.
      • If the first product that is eligible for promotion is having the quantity equal or more than the above-mentioned quantity, the promotional discount will be applied to first product only up to that defined quantity (i.e. 2 in this example).


  Create Cart Promotion

  • To add more actions, click plus '  Create Cart Promotion' icon of the Actions and follow the procedure as discussed.

Actions Conditions:

  • Actions conditions are optional. They define 'the inclusions and exclusions for fulfilling the actions.
    • They define 'the inclusions and exclusions for fulfilling the actions'.
  • In other words, actions conditions define on what products the promotional benefits are applied or on what products promotional benefits not applied.

  • The offer products (i.e. products on which promotional benefits are available) matching the Actions Conditions will be displayed through a pop-up when the conditions are met and the offer products are not added to cart.


  Create Cart Promotion

  • Note: This popup will be displayed after clicking the Avail Offers link in the Special Offer(s) section of the cart page. The Special Offer(s) sectionAvail Offers link will be displayed on cart page when the conditions are met and till all the actions conditions are completely satisfied.


  Create Cart Promotion

  • If conditions are met and offer products matching to Actions Conditions is added to the cart, the promotional benefits (i.e. 'Product Price Discount, Cart Sub Total discount) will be directly applied to the offered product in the cart itself. In the case of 'Shipping Cost Discount', it will be applied in 'Step-3' of Single Page Checkout page. So, the Special Offer(s) sectionAvail Offers link will not be displayed in cart page; so popup also will not be displayed.

  • Note: In the case of 'Buy 'X' and Get 'Y' free' type of promotions, if 'X' product is added to the cart, the 'Y' product will be directly added to the cart and the Special Offer(s) section & Popup will not be displayed provided the following conditions are satisfied:
  • i) The free (i.e. 'Y') product is a single product (i.e. not various products). However, the quantity of 'Y' product can be multiple.
  • ii) The free product does not have 'Product Variants'
  • iii) The free product is an Active product.
  • iv) The checkbox stating 'Enable Display Cart Showcase' in 'Display Cart Showcase' section of 'Settings > Application Settings > Store Settings' page is selected and the 'Quick Addition' option from 'Add to Cart Type' drop-down in the 'Display Cart Showcase' section is selected.


Create Cart Promotion

  • v) Stock is available for 'Y' product.
  • If the stock is not available for the free product, Special Offer(s) will be displayed in respective cart page. When the user clicks the Avail Offer link, the following popup will be displayed.


  Create Cart Promotion

  • If no actions conditions are defined, the promotional benefits will be applicable to all products of your store if the Conditions are satisfied.

  • Actions conditions are more useful when you want to restrict the promotional benefit to particular products or certain conditions.
    • For Example, the Rule says: Buy any products from 'Mobiles and Accessories' Category for greater than Rs. 5000/- and get 10% discount on the 'LG' Brand products of 'Mobile and Accessories' Category. So, here the 'LG' Brand should be defined in 'Actions Conditions' so that the discount will be exclusively 'applied on LG' brand products.
  • Now you can define the Actions Conditions as per requirement. To add more actions conditions, click All of the Actions Conditions and select Any if required.


  Create Cart Promotion

  • When All is selected, the actions will be fulfilled only when all 'Actions Conditions' are met.
  • When Any is selected, the actions will be fulfilled if any of the 'Actions Conditions' are met.
  • In our example, All is to be selected.


  Create Cart Promotion

  • Click TRUE and select FALSE if required.
    • When TRUE is selected, the actions will be fulfilled only when all 'Actions Conditions' are 'True'.
    • When FALSE is selected, the actions will be fulfilled only when all the 'Actions Conditions' are 'False'.
    • In our example, TRUE is to be selected.
  • To add 'Actions Conditions', click the '  Create Cart Promotion' icon of the Actions Conditions.
    In this example, we need to mention the promotion is applied on which 'Category' (i.e. GSM Handsets) and limited to which 'Brand' (i.e. LG)


  Create Cart Promotion

  • Select Brand from the drop-down. The drop-down will be closed and you will be displayed the following format.


  Create Cart Promotion

  • You can click is one of the and found the options is one of the and is not. In this example, we will consider is one of the only.
  • Click  and you will be displayed 'Brand hierarchy'.


  Create Cart Promotion

  • Select the applicable Brand(s). In this example, let's select 'LG' Brand and click the '  Create Cart Promotion ' icon as shown in the figure.
  • The 'Brand hierarchy' will be closed and the selected conditions will be displayed as shown in the figure.


  Create Cart Promotion

  • Note:
    • Add as many actions conditions as you want.
    • If you want to delete an action condition, click the '  Create Cart Promotion ' icon of the condition.
    • If you want to remove/add some Brands from/to an action condition, click the '  Create Cart Promotion ' icon of that Action condition. You will be displayed the Brand hierarchy. Clear the check boxes to remove the respective Brands or select new checkboxes to add respective Brands and click the '  Create Cart Promotion ' icon.
  • To add further Actions conditions, click the outer '  Create Cart Promotion' icon of the Actions Conditions section as shown in the figure.


  Create Cart Promotion

  • Click Category and select the required Category(s) from the 'Category hierarchy' as explained earlier. In this example, we have selected the GSM Handsets Category.

      Create Cart Promotion
  • To save the Cart Promotion, click Save. The cart promotion will be saved and you will be displayed a relevant Success message.


  Create Cart Promotion

Let's have a glance at few examples of cart promotions for a quick and easy understanding:
Please Refer: Examples of Cart Promotions

Learn More:


learnmore2.jpg
1. At a time only one active cart promotion (which is having lowest sequence number) can be applied.

2. If the sequence number is same for multiple active promotions, the most recently created promotion will be applied first.

3. You can allow/deny further active 'cart promotions' after applying a current 'cart promotion' by selecting Yes/No from the Allow further Promotions? drop-down in the Rule Information section.

4. Be cautious while creating Rules carefully. Create a 'User Group' for yourself and apply the Promotion only to that user group first (through 'Conditions') and have a thorough test before allowing the promotion to all users.
Please Refer: Testing Cart Promotions