Promotions Step 1 - General Information

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When you are planning different promotions, SHOPLINE's "Promotions" can help you to come out with the most suitable marketing strategy.

 

If you wish to set "Free Shipping", "Bundle Promotion" or "A + B Promotion", please refer to the FAQ's below: 
Free Shipping Promotion Step 1 - General Information

Bundle Promotion Step 1 - General Information

A + B Promotion Step 1 - General Information

Buy X Get Y Promotion Step 1 - General Information

 

If you would like to skip the first step, please go directly to Step 2, 3, or 4, please refer to the links below.
Promotions Step 2 - Set Target Group

Promotions Step 3 - Set Benefits & Criteria

Promotions Step 4 - Set Valid Payment & Delivery Options

 

1. Set up a promotion

Proceed to SHOPLINE Admin > [Promotions & Reward] > [Promotions] and click View Promotions Analysis to view the effectiveness of promotions. 

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Click Add to enter the promotions setup page. In the first step, you would have to decide and set up a "Promotion Name", " Purchase Condition", " Benefit Type" and "Event(s) and Condition(s)". 

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2. Promotion Name

The promotion name would be shown on the checkout page under "Applied Promotion". If you have ticked the "Show promotion information on product details page" box in [Promotions & Reward] > [Promotions] > [Promotion Settings], it would also be shown on the product detail page.

Therefore, we strongly suggest that you clearly state the condition of the promotion in the promotion name column. A name with complete information can grab customers' attention. For example, 'Login and receive 10% Off on orders over $500." 

  • You can choose to only fill in one language.
  • Promotion names cannot exceed 100 characters.

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3. Discount Summary

When finished setting up the conditions, you could see the summary here to double-check.

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i. Set Purchase Condition

The purchase conditions are categorized into 4 types, other than "No Condition", the other three purchase conditions can be set as "Minimum amount" or "Minimum items". 

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  • No Condition: If the purpose of the promotion is to gather customers' information or to increase member count, you could set a promotion with no condition to lower the threshold. 
  • Total Order over ...: The promotion would apply when the order reaches the minimum order amount or items. If an order matches more than one product-level promotion, the system would apply to the one that was created first.
  • Selected Products over ...: The promotion would apply when selected products reach the minimum order amount or items. You could use keywords to find and select particular products in a more effective way. When you are applying multiple promotions like this, the promotion will apply following the order of "Select Products" > "Select Category", choose one of the two. 

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  • Selected Categories over ...: The promotion would apply when selected categories reach the minimum order amount or items. You could use keywords to find and select particular categories in a more effective way. If there are some products in the category that would not apply to free shipping, click Select Exclude Product(s) to exclude them.

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ii. Set Benefit Type - Discount %, Discount amount, or Free gift

  • Discount %: When selected products have reached the minimum amount/ items, this order could get a specific % discount. Just fill in numbers from 1-99 — for example, 20 means 20% off, 70 means 70 % off.
    When the customer meets the requirement, all selected products can enjoy a % discount. If the promotion is buying two, get 50% off. In other words, as you buy items over two, you'll get a discount.
  • Discount amount: This means that when selected products have reached the minimum amount/ items, this order could get a specific dollar amountThe number must be a valid number greater than 0. If you would like a discount to stack. For instance, buy two, get $50 off, buy four, get $50 off and buy six, get $150 off, and so on. Please "Add Benefits & Condition Tiers", and one promotion can only have ten conditions.
  • Free gift: You can offer free gift promotions. For example: buy A get B for free or get Free Gift A with an order over a specific amount.
    For more information about Free Gifts, please refer to the link below: Free Gifts Promotion Settings

 

To create Free Gift Promotions, please refer to following: 

Non-stackable Free Gift: Buy 1000, get A Free, Buy 2000, Get B Free, Buy 3000, get C Free

Stackable Free gift: Buy 1000 Get A free, Buy 200 Get A+B Free, Buy 3000, get A+B+C Free

For Free Gift Promotion settings, please refer to Free Gifts Promotion

 

iii. Set Event(s) and Condition(s)

Set the exact % / amount of items for this promotion. 

Example 1. 10% off on orders over $1000

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Example 2. $50 off on orders over $1000, $100 off on orders over $2000, and $150 off on orders over $3000

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*Notes:

  • If the two promotions share the same validity period and target group, they cannot apply to the same products.
  • When there are two auto-applied promotions on selected categories, the system will apply the one that starts earlier. And if they start at the same time, the system will apply the one that was created first.
  • If an order matches more than one order-level promotions and membership offers, the system will apply the one that offers more discount.
  • The add-on item/Shopping Cart Add-ons items will not have any discount, neither % nor amount.
  • The system will only apply Promotions to the first order of Product Subscription.

 

iv. After completing the first step

You can refer to the below FAQs for the following steps to set up the 2nd, 3rd, and 4th steps of the promotions setup.

Read more:

Promotions Step 2 - Set Target Group
Promotions Step 3 - Set Benefits & Criteria
Promotions Step 4 - Set Valid Payment & Delivery Options

 

* The following is a sequence diagram for the application of promotions. The promotions will be applied from top to bottom, except those related to gifts, which can be applied in a stack. As for the rest of the promotions, only one will be applied per row. 

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