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Create item-level promotions

An item-level promotion gives customers an incentive to buy a product by changing its standard offer. For example, you can subtract a percentage or fixed amount from the regular product price, set a reduced fixed price, or define special prices for subscription billing events.

Item-level promotions can help you boost sales or reward loyal customers. Examples include:

  • Freebies.
  • Limited-time offers.
  • Holiday specials.

View existing promotions​

Go to Optimize > Promotions > Item Level Promotions.

The Item Level Promotions table provides an overview of all item-level promotions configured for your account. Use it to review promotion names, coupon codes, validity periods, and activation status. You can also display optional columns with configuration details, ownership information, and recent revenue and order performance.
Item level promotions table

Item Level Promotions table fields​

To customize the columns displayed in the Item Level Promotions table, select Manage columns.

Item level promotions table columns

All available fields​

Use the following information to understand all available fields.

View all available fields​

FieldDescription
IDUnique ID of the promotion.
NameName of the promotion.
Coupon CodeCoupon codes for the promotion.
ActiveWhether the promotion is active.
Valid fromThe first date and time when the promotion is valid.
Valid toThe last date and time when the promotion is valid.
Case-Sensitive (optional)Whether the coupon code distinguishes between uppercase and lowercase letters.
Client Sales Revenue Last 14 Days (optional)Revenue the promotion generated for the client in the past 14 days.
Client Sales Revenue Last 24 Hours (optional)Revenue the promotion generated for the client in the past 24 hours.
Client Sales Revenue Last Month (optional)Revenue the promotion generated for the client in the past month.
Created by (optional)User who created the promotion.
Date Created (optional)Date and time when the promotion was created.
Date Modified (optional)Date and time when the promotion was last edited.
Currently Active and Valid (optional)Whether the promotion is currently active and valid.
Last Modified by (optional)User who last edited the promotion.
List Type (optional)Whether products were added to the promotion using an include or exclude list.
Orders Last 14 Days (optional)Number of orders placed for the promoted products in the past 14 days.
Orders Last 24 Hours (optional)Number of orders placed for the promoted products in the past 24 hours.
Orders Last Month (optional)Number of orders placed for the promoted products in the past month.
Discount Pricing Method (optional)How the discount is priced.
Total Number of Coupons (optional)Number of coupon codes set up for the promotion.

Add an item-level promotion​

To add an item-level promotion, go to Optimize > Promotions.

Click Add Item Level Promotion and define the settings as described below:

Define the promotion​

The settings in General & Price define the promotion's overall characteristics, validity, restrictions, pricing, and eligible price configurations.

Define the promotion name​

In Name, enter a unique name for the promotion.

Promotion naming recommendations​

Use a consistent, descriptive structure that makes the promotion easy to identify later. A useful naming convention can include:

  • The type of promotion.
  • The associated product name.
  • The price, country, or other relevant information.

For example:

Email – Internet Security Basic – Germany – GIFTFORYOU

Assign a default affiliate​

To credit an affiliate for every purchase made with a coupon from the promotion, enter the affiliate's ID in Default Affiliate ID. Use this setting for affiliates who distribute coupons through media such as mailings or print media.

Add X-parameters​

Use X-Parameters to add key-value pairs to purchases that use the promotion.

note

This setting overrides any X-parameters passed to the order process or previously stored in a cookie.

A primary use case is collecting information that allows Cleverbridge to correctly credit Partnerize publishers who distribute promotional coupon codes through mailings, print media, web forums, and other channels.

Enter the Partnerize publisher information in the following format:

x-publisher-id=<partnerize publisher ID>

The <partnerize publisher ID> value can remain empty. To connect multiple X-parameters, use &.

Example

x-publisher-id=130l392

note

An active integration with a Partnerize campaign is required to use this field.

Find a Partnerize Publisher ID​

To find a publisher's Partnerize Publisher ID:

  1. In Partnerize, click Partners in the main menu.

Partnerize 1

  1. In the left column, select Status > Approved as a filter.

Partnerize 2

  1. From the Actions drop-down list, select Download CSV. Partnerize downloads a CSV file.

Partnerize 3

  1. Open the CSV file and find the publishers you want to credit. Their Partnerize Publisher IDs appear in Column E.

Partnerize 4

Define the promotion period​

The Valid Dates and Times settings determine whether and when the promotion is available.

Activate the promotion​

Use Active to determine whether the promotion is available for use.

Set the valid dates and times​

Use Valid from and Valid to to define when the promotion is available. If you do not enter valid dates and times, an active promotion remains available without a date restriction. The dates and times are based on your computer's settings.

  1. Enable the Valid from and Valid to toggles.
  2. Enter the date and time range for the promotion.

Configure discount restrictions​

The Discount settings control the discounted quantity, combination with other discounts, and application to subscription billing events.

Limit the discounted license quantity​

Use Discount limit for quantity of licenses to set the maximum number of units that can receive the discount when a customer purchases multiple units of the same product.

Example​

The quantity limit is set to 2, and a customer purchases 5 units. The discount applies to the first 2 units, while the remaining 3 units remain at full price.

Control combinations with other discounts​

Use Can't be combined with other discounts to prevent other Cleverbridge platform discounts, such as discounts from price configurations, from being combined with this promotion.

Behavior and limitations​

This setting is useful when partners may have access to other platform discounts that you do not want to apply in addition to this promotion.

warning

A dynamic discount created in Link Generator can still apply in addition to this discount, even when Can't be combined with other discounts is enabled. To avoid this scenario, in Link Generator under Marketing, disable Enable coupon code entry field in cart.

  • Enable this option to prevent partners from receiving another discount after this discount is applied.
  • Leave this option disabled if partners can receive additional discounts. The item-level promotion is deducted first, followed by the additional discounts.

Apply the discount to subscription billing events​

The subscription settings determine how many billing events receive the promotion.

Apply to billing interval(s)​

Use Apply to billing interval(s) to apply the discount to the initial purchase and a defined number of subsequent subscription billing events. Configure this option as follows:

  • Enter 0 to discount only the initial purchase. Later billing events use the full price.
  • Enter a number greater than 0 to define how many rebilling events receive the discount in addition to the initial purchase.
  • Disable the toggle to apply the coupon to all subscription billing intervals.
Example

A subscription product is billed monthly, and you create a promotion for the first six months free. Set Apply to billing interval(s) to 5. The discount applies to the initial billing event and the next five rebilling events. Starting with the seventh billing event, the customer pays the full monthly subscription price.

Apply to one subscription billing interval only​

Use Apply to one subscription billing interval only to apply the discount to no more than one billing interval per subscription.

Behavior and example​

Use the following information to understand behavior and example.

View single-interval behavior and example​

Example

A subscription product is billed monthly. You create a promotion and select Apply to one subscription billing interval only. The discount applies to the initial billing event. Starting with the second billing event, the customer pays the full monthly subscription price.

note

You can select only one of the following settings in the Discount section:

  • Apply to one subscription billing interval only under Limit Discount.
  • Apply to subscription billing intervals under Subscription Interval Settings.

Select a discount pricing method​

The Price Settings section determines how the promotion changes the product price. First, select a Discount pricing method. SCM then displays the additional fields required for that method.

Cleverbridge provides four basic pricing methods, each of which is also available with a volume scale:

  • Percentage discount.
  • Absolute discount.
  • Fixed price.
  • Recurring price.
note

The currencies you can add and the prices or discounts you can define depend on your user permissions and the currencies available for the account. If you cannot add a currency or define a value for an additional currency, contact your Customer Success Manager.

Discount the existing price​

Use a percentage or absolute discount to subtract a percentage or fixed amount from the regular product price.

Percentage discount​

Use Percentage Discount to subtract a specified percentage from the product price.

  1. From Discount pricing method, select Percentage Discount. The Percentage field appears.
  2. Enter the percentage to offer as a discount.
  3. Click Save.
Example

In the following cart, Internet Security Basic Extended has a 25% promotion. The promotion does not apply to Mobile Internet Security. The discount is deducted only from Internet Security Basic Extended, not from the total order price.

Example

Percentage discount with volume scale​

Use Percentage Discount (Volume Scale) to subtract different percentages based on the purchased quantity. This method is useful for products sold in multiple quantities.

  1. From Discount pricing method, select Percentage Discount (Volume Scale). A grid with quantities and percentages appears.
  2. In Quantity, enter the volume scale, with each row representing the next tier. For more information, see Volume pricing method.
  3. In Percentage, enter the discount percentage for each volume tier. For more information, see Volume pricing method.
  4. Click Save.
Absolute discount​

Use Absolute Discount to subtract a specified amount from the product price.

Configuration, warning, and example​

Use the following information to understand configuration, warning, and example.

  1. From Discount pricing method, select Absolute Discount.
  2. Select the Price type for taxation.
  3. Enter the discount amounts in the Price grid.
  4. Click Save.
warning

Be careful when an absolute discount applies to multiple products with different prices. The promotion might reduce some prices more than intended.

Example

In the following cart, Internet Security Basic Extended has an absolute discount of $5 from the original product price.

Example

Absolute discount with volume scale​

Use Absolute Discount (Volume Scale) to subtract different amounts based on the purchased quantity. This method is useful for products sold in multiple quantities.

  1. From Discount pricing method, select Absolute Discount (Volume Scale).
  2. Select the Price type for taxation.
  3. Configure the Volume pricing method. For more information, see Volume pricing method.
  4. Enter the discount amounts in the Price grid.
  5. Click Save.

Limit the promotion by price configuration​

The Price Configurations section limits the promotion to, or excludes it from, selected price configurations.

  1. Enable Limit by these price configurations.
  2. From List type, select one of the following:
  • Exclude List to exclude selected price configurations from the promotion. Use this option when only a few price configurations should not be included.
  • Include List to include only selected price configurations in the promotion. Use this option when the promotion applies to a limited number of price configurations.
  1. In Price Configurations, select the price configurations to include or exclude, depending on the selected list type.

For more information about combining price configurations and promotions, see Use a price configuration for combining discounts and coupons.

Create coupon codes​

Use the Coupons section to configure coupon behavior and create new coupon codes or copy existing coupon codes into the promotion.

Configure coupon behavior​

The settings at the top of the Coupons section apply to all coupon codes in the promotion.

Set the coupon use limit​

Use Coupon use limit to restrict the total number of times a unique coupon code can be used for the promotion.

Limit behavior and recommendation​

Use the following information to understand limit behavior and recommendation.

warning

This field limits the total number of uses across all customers. For example, a limit of 1,000 allows the coupon code to be used 1,000 times. A limit of 1 means that only one customer can receive the discount before the coupon expires, regardless of the total number of customers.

tip

Depending on your business model, use the coupon use limit to create urgency. For example, set the limit to 500 and promote the offer to the first 500 customers.

Make coupon codes case-sensitive​

Enable Case-sensitive to require coupon codes to distinguish between uppercase and lowercase letters.

Set up coupon codes​

You can generate new coupon codes in SCM or paste existing codes from another source.

Generate new coupon codes​

Generate coupon codes when you want SCM to create the codes based on criteria you define.

Configuration and recommendations​

Use the following information to understand configuration and recommendations.

  1. Click Add Coupons > Generate Coupons. The Generate Coupons window opens.
  2. Enter the settings that determine how the coupon codes are created.
  3. Click OK. SCM adds the coupon codes to the promotion.
tip

You can personalize coupon codes by including customer information, such as an email address or phone number. Personalized codes can create a positive customer experience.

tip

To edit a coupon code name, click the coupon code line item and enter the new text.

Copy existing coupon codes​

Copy coupon codes when you already have pre-generated codes in a spreadsheet, text file, or another source.

Configuration and coupon behavior​

Use the following information to understand configuration and coupon behavior.

  1. In the source file, select and copy the coupon codes.
  2. Click Add Coupon > Paste Coupons. SCM adds the coupon codes to the promotion.

Depending on your business model, you can create one coupon code for multiple uses or multiple coupon codes for one use each. You can also activate or deactivate individual coupon codes. The Quantity Used column shows how many times each coupon code has been used.

Assign products to the promotion​

Use the Products section to specify which products are eligible for the promotion.

Include or exclude products​

Choose whether the promotion applies only to selected products or to all products except the selected products.

  1. From List type, select one of the following:
  • Include List to apply the promotion only to selected products. Use this option when the promotion applies to a limited number of products.
  • Exclude List to apply the promotion to all products except the selected products. Use this option when only a few products should not be included.
Important

To include all products in the promotion, select Exclude List and do not select any products.

  1. Above the Selected Products table, click Select Product.
  2. Search for and select the products to add to the promotion.
  3. Click OK.

Remove a product​

Remove a product when it should no longer be included in, or excluded from, the promotion.

In the Selected Products table, click the bin icon next to the product you want to remove.

Trigger an item-level promotion​

Customers can receive an item-level promotion in either of the following ways:

  • The customer enters a coupon code during checkout.
  • The coupon code is passed in the checkout URL, and the discount is applied automatically.

Let customers enter a coupon code​

With this method, customers manually enter the coupon code in the coupon code field during checkout.

Customer experience example​

In the following cart, the customer clicks Check to enter coupon code to display the coupon code field. The customer enters the code and clicks Apply to activate the discount for the applicable product.

View coupon entry customer experience

Example - coupon code field

Pass a coupon code in a URL​

With this method, the coupon code is added to the checkout URL, and the discount appears in the cart automatically. The customer does not need to enter the code manually.

Implementation and example​

You can implement this method with Link Generator or URL parameters:

View coupon URL implementation example
  • In Link Generator, enter the coupon code in Use coupon code. The generated link automatically applies the discount in the cart.
  • To append the coupon code directly to the URL, use the &coupon= parameter.
Example

In the following cart, the discount was applied automatically. The URL includes the coupon code &coupon=1XQ-XUA-3EJ.

A complete checkout link follows this pattern:

https://<your.domain>/<your-accountID>/?scope=checkout&cart=<productID>&coupon=<your-promo-coupon>

Example - coupon code in URL

Set up promotions in Commerce Assistant​

For information about setting up promotions in Commerce Assistant (CA), see Promotions.


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