Buy X Get Y Promotion Step 1 - General Information

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SHOPLINE's new "Buy X Get Y Promotion" feature offers a reflexible promotion option for creating a marketing strategy and campaign. This article will be going over the "Buy X Get Y Promotion" setup process. 

This article will cover the following:

 

If you would like to offer some other discounts, such as "All Products/ Selected Products discount", "Free
shipping for orders over a thousand" or "Buy X get Y discount",
please take the below FAQ as your reference.

Promotions Step 1 - General Information

Free Shipping Promotion Step 1 - General Information

Bundle Promotion Step 1 - General Information

A+B Promotion Step 1 - General Information

 

If you would like to skip Step 1 and directly go to Steps 2, 3, 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. Setup general information

Step 1. Open the "Buy X Get Y Promotion" setup page 

Go to [Promotions & Reward] > [Bundle Promotions]. Click Add and select Buy X Get Y Promotion to begin set up.

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Step 2. Create a campaign 

On the edit page, please fill in the promotion name of the campaign. This name will appear on the checkout page as the "Applied Promotion." If you have enabled the feature of "Show promotion campaign information on product details page" in [Promotions & Reward] > [Promotions] > [Promotion Settings], the name will be shown in the product detail pages as well.

*Suggestion: For effective marketing, promotion names should be titled clearly and include the discount condition, type, and eligible customers. For example, "Buy 1 Get 1 - Selected Soap of Your Choice, and Get 1 For Free".

  • You can input only one language.
  • The Promotion Name is limited to 100 characters.
  • Do not write in {{Chinese}} format, e.g., {{聖誕優惠}}.

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Step 3. Available channel

The "Online Store" is checked by default; check "Retail Store" to synchronize this promotion.

*Note: Retail Store cannot be selected in the following scenarios:

  • Merchants with no retail POS plan or Smart OMO module
  • Promotion type as "Free Gift" or Promotion method as "For Affiliate Campaign Only"

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Step 4. Discount Summary

Once you have set up your promotion type and conditions, a summary of your promotion will show up in this field for quick reference.

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i. Set Benefit Type

The promotion is categorized into three types: Free, Special Price, and Discount %. 

*Note: The three promotion types above are "Stackable". For example, Buy 1 Get 1 will automatically apply Buy 2 Get 2; Buy 1 Enjoy 1 item for 50% off, same offer for Buy 2 Enjoy 2 items for 50% off.

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ii. Set Event(s) and Condition(s) 

The different types of discounts conditions are shown as follows: 

A. Free

Enter the number of select product items and additional discount items. For example, in Buy 1, get 1 free (i.e., buy one get one free), customers will need to buy at least two items to apply this promotion. 

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B. Special Price

Enter the number of select product items, the number of additional discount items, and their price. For example, Buy 1 Get 1 discounted for $1 (i.e., pay $1 for the second item). 
*Note: If you set "Buy 1 Get 2 for $100", the second and third items will be a total of $100, and not the second and third items cost each $100.

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C. Discount %

Enter the number of select product items, the number of additional discount items, and their discount %. For example, Buy 1 Get 1 for 50% off (i.e., the second item is half off).

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iii. Select Products Eligible for Promotion

Select an item to which the promotion can be applied. You can use search by Keywords/ Product tags/ Categories in the search bar or click "Select all in this page" to sort through quickly and select products.

*Note: You can select up to 10000 items maximum.

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Online Store View of "Buy X Get Y Promotion"

  • Promotion page
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  • Product details page
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  • Checkout page
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Retail Store View of "Buy X Get Y Promotion"

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2. Scenarios of applying "Buy X Get Y Promotion"

The following will go over the rules of how to apply the "Buy X Get Y Promotion"

Scenario 1: Select 1 items, and get 1 for free. 

The customer buys the following select items:

  • Product A $100, a total of 3 items
  • Product B $200, a total of 1 item
  • Product C $100, a total of 2 items
  • Product D $300, a total of 1 item

The customer buys a total of 7 items; due to the "Buy 1 Get 1 for Free" promotion, three sets of Buy X Get Y Promotion will be applied. The 3 products with the lowest price will be applied with the promotion (if the product prices are the same, the system will sort the products according to the time it was added to the cart).

  • Product A $100 meets the Buy X Get Y Promotion —> Free Item
  • Product A $100 meets the Buy X Get Y Promotion —> Free Item
  • Product A $100 meets the Buy X Get Y Promotion —> Free Item
  • Product C $100 meets the Buy X Get Y Promotion
  • Product C $100 meets the Buy X Get Y Promotion
  • Product B $200 meets the Buy X Get Y Promotion
  • Product D $300

Total of 1000-(100x3)=$700

 

Scenario 2: Buy 2, and get 1 for $1 (Add $1 for 1 more item) 

The customer buys the following select items:  

  • Product A $100, a total of 1 item
  • Product B $200, a total of 2 items

The customer buys a total of 3 items, so 1 set of Buy X Get Y Promotion will be applied. The product with the lowest price will be applied with a promotion of $1 total. (if the product prices are the same, the system will sort the products according to the time it was added to the cart).

  • Product A $100 meets the Buy X Get Y Promotion —> Product A will be applied with the promotion of $1 total
  • Product B $200 meets the Buy X Get Y Promotion 
  • Product B $200 meets the Buy X Get Y Promotion

Total of 500-(100-1)=$401

Scenario 3: Buy 2, get 1 for 50% off. (Half off 2nd item)

The customer buys the following select items: 

  • Product A $100, a total of 1 item. 
  • Product B $200, a total of 2 items. 

The customer buys a total of 3 items, so one set of Buy X Get Y Promotion will be applied, and the product with the lowest price will be applied with the 50% off (if the product prices are the same, the system will sort the products according to the time it was added to the cart).

  • Product A $100 meets the Buy X Get Y Promotion —> Product A will be applied with promotion of 50% off
  • Product B $200 meets the Buy X Get Y Promotion 
  • Product B $200 meets the Buy X Get Y Promotion

Total of 500-(100-50)=$450

 

3. Duplicate promotion

In the SHOPLINE Admin, go to [Promotions & Reward] > [Promotions] > [Bundle Promotions] > [Buy X Get Y]. Find the promotional campaign you would like to duplicate, click open the drop-down menu, and select Duplicate.

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The system will direct you to the promotion setup page and duplicate the following fields of the selected promotion.

Setup steps Duplicated fields
1. General Information

Duplicate all fields, including Promotion Name, Available Channel, Discount Summary, Purchase Condition, Benefit Type, Events and Conditions, and Selected Product.

2. Set Target Group

Duplicate all fields, including Target Group, Member Group, Customer Tags, and Other Settings.

3. Set Benefits & Criteria No duplication for any fields. "Auto apply promotion" is selected by default.
4.Set Valid Payment & Delivery Options

Duplicate all fields, including Payment Options and Delivery Options. 

 

*Notes:

  • Duplication of promotion pages and SEO settings are currently are not supported.
  • After duplicating a campaign, you still need to click Confirm &Publish the Discount Promotion to successfully create the campaign.

 

 

4. Notes

  • For "Auto Applied" Buy X Get Y/ A+B/ Bundle Promotions, the promotion date and target audience of the promoted select products cannot overlap. 
    For example: When Buy X Get Y Promotion A includes the select item "Essential oil", other Buy X Get Y/ A+B/ Bundle Promotions with select items that share the same promotion date and target audience will not be able to include the same "Essential oil." 

  • Each item in the shopping cart can only be applied to one type of promotion, and the order of application is as follows: 
    • Apply Method: Coupon Code > Affiliate Campaign Code > Auto Apply
    • Discount type: Buy X Get Y Promotions > A+B Promotions > Bundle Promotions > Selected Products Promotions > Selected Categories Promotions 
    • Target Group: Specific Customer Tags > Specific Membership Tier(s) > All Members > All Customers
    • The promotion that was created the earliest.
*Once you have completed Step 1, you can refer to the following
FAQs for Steps 2, 3, and 4:


Promotions Step 2 - Set Target Group

Promotions Step 3 - Benefits & Criteria

Promotions Step 4 - 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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