Promotion

• Here is the video tutorial that goes into detail on how to create Promotions.

The text below provides a comprehensive overview of the different elements involved in creating a promotion.

• Promotion Id : this is auto generated
• Promo Name -- Name you give to the Promotion being defined
• Promo Description -- Promotion text to display to the Customer
• User Entered --
• Display Promotion To Customer – Should the Promotion details be displayed to the Customer on All Promotions Page and Promotions Detail Page
• Req Code -- Does this Promotion require the user to enter a Promotion Code
• Use Limit Per Order – Number of times the Promotion applied to an Order
• Use Limit Per Customer – Number of times the promotion can be used be a single Customer
• Use Limit Per Promotion – Number of times the promotions can be used by customers before it expires.
• Billback Factor --
• Override Org Party Id -- Specify an Organization Party ID for accounting (different from your Company ID).
• Promotion Slug: this is auto generated.
• Product Promo Type
  • Base Promotion: can be clubbed with itself as well as Limited Exclusive promotion.
  • Limited Exclusive Promotion: can only be clubbed with Base Promotions
  • Exclusive Promotion: can’t be clubbed with any promotion.
• Product Promo Segment: Select if it’s a regular promotion or a loyalty points promotion.
• Promo Not Unique

Rules

Creating Rules can be complex; so read the section carefully. In case you’re still not too sure How to Or What Rule to create, please consult DWA Support team.

Each DWA commerce product promotion consists of one or more "rules". A rule consists of one or more “conditions" and one or more "actions". Rules are automatically processed by the DWA commerce promotional rules engine as users adds or remove items from the shopping cart.

Rule "conditions" are statements that define the "how to" of the rule. Each rule condition has a subject ("Cart Sub-total, "X Amount of Product", "Order sub- total X in last Y Months" etc.), a verb ("is", "is not", "is greater than", etc), and an optional user supplied object. Objects may have optional qualifiers. For example, the subject "Order sub-total X In last Y Months" has an object qualifier that allows for the configuration of the number of months.

The subject is combined with the verb and compared to the object to arrive at  a conditional state of either true or false. The Catalog Manager provides several predefined condition subjects and verbs in drop-down menus for use in building a promotion's rules. Conditions may be applied to one or more target products and/or categories in any combination.

Rule "actions" are the functions automatically executed if and only if all the conditions that make up the rule are true. Actions may be pricing reductions  on all or part of the order or changes to the order such as adding "free" products. Actions contain a subject ("Order Percent Discount", "Gift with Purchase", etc.) and one or more optional qualifiers such as quantity, amount, item, and party. The Catalog Manager provides several predefined action subjects in drop-down menus for use in building a promotion's rules. Actions may be applied to one or more product categories and/or individual products as desired.

For example, to build a promotion that rewards a User for buying two products together, such as in a marketing bundle or packaged deal, by discounting the order 20%, the rule outlined in following Table  may be used.

A Promotional Rule for Order Discount When Two Products are Purchased Together.

Condition # 1
	Subject	Verb	Object	Other		Target Products	Target Categories
	"X Quantity of Product"	"Is Greater Than or Equal To"	1	Not Used		Enter the product Id for the first product.	Not Used
Condition # 1
	Subject	Verb	Object		Other	Target Products	Target Categories
	"X Quantity of Product"	"Is Greater Than or Equal To"	1		Not Used	Enter the product Id for the Second product.	Not Used

 

Action # 1
	Subject	Quantity	Amount	Item	Party	Target Products	Target Categories
	"Order Percent Discount"	Not Used	20	Not Used	Not Used	Not Used	Not Used

Create Rule

• From the Promotion’s Tab menu, select Rule
• Click on “New Rule” button on the top right
• Enter the Name of the Rule in the popup screen and click “Add”

Define Conditions

Next create the condition under which the Rule will be applied (Optional: if you don’t create conditions, the promotion will always be applied).  If need be you can create more than one condition for the rule. In this case all the conditions will have to satisfied before the promotion rule will be applicable.

• On the new rule Menu click the Add condition button
• From the first drop down select the Condition Name

		Condition
Cart Sub-total: condition is based on the Cart Sub-total (Product value only; excluding discounts, shipping charges etc.)
Total Amount of Product :
X Amount of Product
X Quantity of Product
Account Days Since Created
Party
Party Group Member
Party Classification
Role Type
Order sub-total X in last Y Months
Promotion Recurrence
Order sub-total X since beginning of current year
Order sub-total X last year
List Price minus Unit Price (Amount)
List Price minus Unit Price (Percent)
Shipping Total
Call Service

• Cart Sub-total: condition is based on the Cart Sub-total (sum of the value of all the product in the cart; excluding discounts, shipping charges etc.)
• Total Amount of Product:
• X Amount of Product : condition is based on the total value of product in the shopping card 
• X Quantity of Product : condition is based on the total number of a product in the shopping card 
• Account Days Since Created
• Party
• Party Group Member
• Party Classification
• Role Type
• Order sub-total X in last Y Months
• Promotion Recurrence
• Order sub-total X since beginning of current year
• Order sub-total X last year
• List Price minus Unit Price (Amount)
• List Price minus Unit Price (Percent)
• Shipping Total
• Call Service

• Next Select the Condition Operator
  • Is
  • Is Not
  • Is Less Than
  • Is Less Than or Equal To
  • Is Greater Than
  • Is Greater Than or Equal To
• Condition Value: enter the value for the condition selected above
• Other??
• Select Shipping Method??
• Next Add Products & categories that are relevant to the condition defined. ---- is category / product selections really relevant  ????

Create Action

Action defines the benefit that is offered to the customers as part of the promotion

Actions are defined with a [Subject] [Optional Qualifier] where Subjects are one of the following:

	Quantity	Amount	Item	Party
Gift with Purchase	Number of gifts included in this rule.	-NA-	Enter the product ID of the "Gift"	-NA-
X Product for Y% Discount	Number of products included in this rule.	% discount you want to offer. For 20% off, enter "20".	Enter shipping method id for free shipping method. Leave blank, for shipping methods are at no charge.	Party ID of the shipping provider if free shipping is applicable.
X Product for Y Discount	Number of products included in this rule.	Absolute amount of discount offered in INR (or local currency). Eg for INR100 discount, enter 100.	Enter shipping method id for free shipping method. Leave blank, for shipping methods are at no charge	Party ID of the shipping provider if free shipping is applicable.
X Product for Y Price	Number of products included in this rule.	Enter the % value without the % sign. For 20% off, enter "20". Need to check this rule to know what is really happening	Enter shipping method id for free shipping method. Leave blank, for shipping methods are at no charge	Party ID of the shipping provider if free shipping is applicable.
Order Percent Discount	Not used by this subject. Leave blank when configuring.	Enter the % value without the % sign. For 20% off, enter "20".	Enter shipping method id for free shipping per method. Left blank, all shipping methods are at no charge.	Used to indicate Party ID of the shipping provider for free shipping if applicable.
Order Flat Amount	Not used by this subject. Leave blank when configuring.	Enter discount amount (not a % but a dollar amount)	Enter shipping method id for free shipping per method. Left blank, all shipping methods are at no charge.	Used to indicate Party ID of the shipping provider for free shipping if applicable.
Product for [Spec Promo] Price	Enter how many of the product or gift are included in this rule.	Enter discount amount (not a % but a dollar amount)		Used to indicate Party ID of the shipping provider for free shipping if applicable.

Add Products

Add Categories

Enable the Promotions

One the promotion and its rules have been defined, you are not ready to launch the promotion and define the date from which the promotion will be effective.

• Click the Store Tab.
• On the Add Store Promotions section
  • Store Name: Select the Store Name
  • From Date Time: Select the date and time when the promotion will he enabled. You can select the current time or a Future date
  • Click the Add Button

To edit an existing promotion:

• On the Edit Product Promotion Store section
  • Through Date Time: select the date and time till which the promotion will remain active. When a promotion is applied to a store it must have a "From Date" setting. The "From Date" is the date and time at which the promotion takes effect. Empty "Thru Dates" indicate that the promotion is effective forever. Changing the "Thru Date" to a date in the past will "expire" the promotion so that it is no longer visible or applicable to the store it is set on. The change is effective immediately. By expiring and then un-expiring a promotion, the store owner does not need to remove or delete a promotion to put it into effect. Use the handy calendar icon to quickly set dates for both of these fields. Don't forget to hit the Update button after changing either the "From Date" or the "Thru Date".
  • Sequence: Enter the sequence in which the promotion should display on the All Promotions page. Promotional sequences indicate the order in which promotions will be displayed when the User selects the View All Promotions button from the eCommerce website store. Empty sequence fields are allowed. When sequences are not set, a random order is used.
  • Click the update Button

Promotion Codes

DWA commerce supports codes (also called coupons) that the store visitor might be required to enter to avail the promotion. By default, promotions are always in effect and do not require codes. Promotional codes are a way to control when and where a promotion may be used and to track the effectiveness of your marketing programs.

DWA Commerce allows you to create custom codes for you as well as automatically generate a given quantity of codes for you. Go to the Promotion Code tab of the current promotion to view the exiting promotion codes for the promotion and create new promotion codes.

To Automatically Generate Promotion Code

• Click on the Promotion Code tab.
• On the Add Set of Promotion Codes section, enter the data as below:
  • Quantity: Number of codes to be generated
  • Product promo code length: The length of promotion code/s to be generated
  • code layout: Select the layout in with the system should generate these codes
    • Smart: Generate alphanumeric codes but avoids equal Chars (0 and O, ...)
    • Normal: Generate alphanumeric codes
    • Sequence: generate SequentialNumbers
  • User Entered: Select Y/N to specify User entry of the Promo Code ID number
  • Req. Email or Party: Select Y/N for a required User identification for this Product Promo, User must provide their ID
  • Use Limits: Per Code How many times can this Promo Code ID be used?
  • Use Limits: Per Customer: How many times can one Customer use this Promo Code ID?
• Click Add button

To Manually Enter Promotion Code

• Click on the Promotion Code tab.
• Click the “New Promotion Code”
• On the Add Set of Promotion Codes section, enter the data as below:
  • Promotion Code Id : enter a custom code or leave blank to generate on automatically
  • Product Promotion Id : Select the ID from the dropdown
  • User Entered: Select Y/N to specify User entry of the Promo Code ID number
  • Req. Email or Party: Select Y/N for a required User identification for this Product Promo, User must provide their ID
  • Use Limits: Per Code How many times can this Promo Code ID be used?
  • Use Limits: Per Customer: How many times can one Customer use this Promo Code ID?
  • From Date:
  • Thru Date:
• Click Add button

 List All Promotions of the system

Goto Catalog App and click on promos menu. This will list all the promotions created. It will show all promotion irrespective of any stores.

List all Promotions of a store

To list all the promotions those have been applied to a given store:

From the "Product Store List" click on the link for the store to view

From the "Store" configuration settings form select the Promos tab

This will bring up a list of all the promotions for the selected store.