Promotion Overview

Promotional discount codes can be used across sales channels and across all order types. They can be configured to offer customers a range of benefits & incentives, and their usage and applicability can also be customized and restricted to meet your business needs & goals.

To set up and manage your promotion codes, Admin > Marketing > Promotions. Select Create Promotion in order to add a new promotion. 

Create Promotion

Within the Create Promotion page, you will need to enter the following:

• Code - the code that the customer will enter at checkout, codes should be all caps. 
• Category - choose a promotion category from pre-configured promotion categories (promotion categories are configured within settings > marketing > promotion categories)
• Start date - When does the promotion start?
• Expiration date - When does the promotion end?
• Description - What will this promotion offer to the customer?

Discount Details

• Discount type - set the type of discount the promotion should be
  • percentage - % off discount (e.g. 10%)
  • fixed dollar amount - $ off discount (e.g. $10 off)
  • free product quantity - # of item discount (e.g. 3 items free)
• Discount amount - set the amount of the discount based on the discount type
• Free Delivery - add extra incentive to your promotion by offering free delivery
  • select yes or no

Promotion Rules

• Min. Purchase Amount - Must spend at least this dollar amount to get the discount. 
• Min. Items Quantity - Use this field for “buy X, get Y free” discounts. This value represents the number of items that must be purchased to receive the free discount.
  • Example: set this to 3, for a “buy 3, get 2 free” promo. The shopping cart must contain at least 5 items to receive the discount.
• Max Discount Amount - Use this field if you want to cap the total discount amount that a customer can get.
  • Example: for a 40% off promotion, you might want to set this to $50.00 so that customers cannot receive more than $50.00 off their purchase.
• Max Uses Per Customer - restricts how many times a customer can use a promo
• Max. Uses Per Subscription - Use this field if the promotion is applicable to subscription orders in order to offer promotions such as:
  • $50 off across 2 subscription deliveries. To set up this type of promotion:
    • Set the Discount Amount to the PER ORDER discount amount (example: $25)
    • Set the Maximum Uses Per Subscription to 2
• Allowable Customer - Determine the customers that are eligible for this promotion.
  • ALL customers, regardless of prior order history
  • ONLY customers that have never placed any order
  • ONLY customers that have never placed a subscription order
    • can be used by customers that have placed a prior one-time order
  • ONLY customers that have never placed a one-time order
    • can be used by customers that have placed a prior subscription order
• Applicable Orders - determine the order types that are eligible for this promotion
  • ALL orders
  • Subscription orders only
  • One-time orders only
• Applicable Channels - Determine the channel that is eligible for this promotion
  • All orders
  • Only delivery orders
  • Only in-store orders (at all locations)
  • Only in-store orders (at only specific locations)
  • Only in-store orders (at all locations except specific locations)
• Applicable Products- Determine the products eligible for this promotion
  • All products/categories
  • Only specific categories
  • All categories except specific categories
  • Only specific products
  • All products except specific products