Implement cart promotions

A promotion encourages customers to purchase additional products. The Cleverbridge platform provides a cart promotion feature, allowing you to easily set up discounts that apply to the entire cart. This flexible option enables you to offer a discount as a specific percentage or amount off the total cart value.

Unlike item-level promotions, cart promotions apply to the total cart amount rather than individual products, regardless of which items customers add.

Settings overview

When you set up the cart promotion, you define the following factors:

• Discount type (percentage or absolute discount pricing method).
• A minimum number of product items in the cart to trigger the promotion. For example, apply the discount only when the cart contains a minimum of three product items.
• Optional volume scale discount, which means different discount tiers depending on the number of product licenses in the cart.
• Subscription intervals for which the discount applies. For example, apply the discount only to the initial purchase or include more billing intervals in the discount.

When you set up the cart promotion, you create coupon codes that enable your customers to use the discount.

If you apply price scales (also known as a volume pricing method) on the level of your product settings, this pricing shows up as usual in the checkout and is a part of the subtotal cart value. Then, the cart promotion is calculated based on the subtotal value, and the final price appears as the total value.

Limitations

Cart promotion is limited by the following conditions:

• All subscription products in the cart need to share the same billing interval.
• It is not recommended to combine cart level and item level promotions for the same product item.
• If a customer applies a new coupon to a subscription item, the old coupon is overwritten, so the old promotion does not take effect anymore.
• For the volume scale discount to take effect, the subscription products in the cart need to have the same billing interval.

note

All subscription products in the cart need to be of the same billing interval, for example, all items are billed every 6 months. If your customer’s cart contains subscription products of unequal billing intervals, for example, 6-months and 12-months products, the promotion will not take effect. Perpetual products can be mixed with subscription products in one cart, and the cart promotion applies.

Cart promotion use cases

Check the following use cases to see how you can incentivize your customers to buy more products by setting up cart promotions.

Use case: Cart promotion with absolute discount

You want to offer your customers a discount of 20 EUR during Cyber Week. The promotion applies to all the products in your account and you do not want to combine it with any other promotion. As a result, your customers get 20 EUR off from the price in the cart, no matter what products they buy or how many products they buy, as long as all the subscription products in the cart share the same billing interval.

Example

The applied promotion is visible in the summary: 20 EUR off from the subtotal price.

Set up a cart promotion

In SCM, go to Optimize > Promotions and click Add Cart Level Promotion. Then, fill in the details in the following sections:

1. In the General section, enter a name for your discount.
2. In the Valid Dates and Times section, leave the Active toggle enabled if you want the promotion to be available for use, or disable the toggle if you want to draft your settings and activate the promotion later.
3. Set the Valid from and Valid to dates and confirm with OK to define the start and the end of your promotion.
4. In the Discount section, enable the Can't be combined with other discounts toggle. Leave all the other toggles in their default settings.
5. In the Price Settings section, select Absolute Discount as a discount pricing method.
6. In Price Type for Taxation, choose Net Price or Gross Price, depending on which price you want to apply the discount.
7. In the currency table, specify the discount value. In this use case, the discount value is 20 EUR. Make sure you specify the discount value for the base currency.
8. In the Price Configurations section, leave the toggle disabled.

Example

The following screenshot shows example settings in the General & Price section.

1. In the Coupons section, specify the coupon use limit.
2. Click Add Coupons and follow the onscreen instructions to add coupons to your promotion. For example, you can manually add the cyber-week-promo code.
3. Click Save and Close. You can see the newly added promotion in the Cart Level Promotions table.

For more details on each parameter in the flow, see Implement item level promotions > Add an item level promotion.

Apply a promotion in the checkout

To trigger the promotion, follow Implement item level promotions > Trigger a promotion.

Use case: Cart promotion with a percentage discount and item threshold

You want to offer a 20% discount during Cyber Monday for the customers who buy at least three products. If a customer buys only 2 products, the promotion will not take effect. The promotion applies to all the products in your account and you do not want to combine it with any other promotion.

Example

The applied promotion is visible in the summary: 20% off from the subtotal price, which constitutes to 30 USD discount.

Set up a cart promotion

In SCM, go to Optimize > Promotions and click Add Cart Level Promotion. Then, fill in the details in the following sections:

1. In the General section, enter a name for your discount.
2. In the Valid Dates and Times section, leave the Active toggle enabled if you want the promotion to be available for use, or disable the toggle if you want to draft your settings and activate the promotion later.
3. Set the Valid from and Valid to dates and confirm with OK to define the start and the end of your promotion.
4. In the Discount section, enable the Minimal item quantity toggle and specify how many product items in the cart activate the promotion. In this use case, the threshold is 3.
5. Enable the Can't be combined with other discounts toggle. Leave all other toggles in their default settings.
6. In the Price Settings section, select Percentage Discount as a discount pricing method and specify the percentage value. In this use case, it is 20%.
7. In the Price Configurations section, leave the toggle disabled.

Example

The following screenshot shows example settings in the General & Price section.

1. In the Coupons section, specify the coupon use limit.
2. Click Add Coupons and follow the onscreen instructions to add coupons to your promotion. For example, you can manually add the 20%OFF-cyber-monday code.
3. Click Save and Close. You can see the newly added promotion in the Cart Level Promotions table.

For more details on each parameter in the flow, see Implement item level promotions > Add an item level promotion.

Apply a promotion in the checkout

To trigger the promotion, follow Implement item level promotions > Trigger a promotion.

In this use case, the threshold activating the promotion in the cart is set to at least three product items. If a customer buys only two products, the promotion will not take effect.

Use case: Cart promotion with a percentage volume scale discount

You want to offer a volume scale discount to your customers with the following license quantity tiers:

• 5% discount for customers who buy 2 licenses
• 10% discount for customers who buy 3 licenses
• 15% discount for customers who buy 4 licenses
• 20% discount for customers who buy 5 licenses The promotion applies to all the products in your account and you don't want to combine it with any other promotion.

In this case, if your customer has two products in the cart - two licenses of product A, and five licenses of product B - then the cart will be discounted 5%, as the minimal item quantity of all items in the cart is taken into account. In this case, the minimal item quantity is two.

If your customer has three products in the cart - four licenses of product A, five licenses of product B, and six licenses of product C - then the cart will be discounted 15%, because in this case, the minimal item quantity of all items in the cart is four.

Set up a cart promotion

In SCM, go to Optimize > Promotions and click Add Cart Level Promotion. Then, fill in the details in the following sections:

1. In the General section, enter a name for your discount.
2. In the Valid Dates and Times section, leave the Active toggle enabled if you want the promotion to be available for use, or disable the toggle if you want to draft your settings and activate the promotion later.
3. Set the Valid from and Valid to dates and confirm with OK to define the start and the end of your promotion.
4. In the Discount section, enable the Can't be combined with other discounts toggle. Leave all other toggles in their default settings.
5. In the Price Settings section, select *Percentage Discount (volume scale) as a discount pricing method and add new rows to specify the percentage discount per given license quantity.
6. In the Price Configurations section, leave the toggle disabled.

Example

The following screenshot shows example settings in the General & Price section.

1. In the Coupons section, specify the coupon use limit.
2. Click Add Coupons and follow the onscreen instructions to add coupons to your promotion. For example, you can manually add the 20%OFF-cyber-monday code.
3. Click Save and Close. You can see the newly added promotion in the Cart Level Promotions table.

For more details on each parameter in the flow, see Implement item level promotions > Add an item level promotion.

Apply a promotion in the checkout

To trigger the promotion, follow Implement item level promotions > Trigger a promotion.

In this use case, the minimum number of licenses of all items in the cart is taken into account. If a customer buys two products, one license each, the promotion will not take effect. If a customer buys just one product with two licenses, the promotion will take effect.

Example

Depending on the number of licenses in the checkout, the customer gets different discount as shown in both examples below:

• 5% off from the subtotal price, when a customer buys two products: 2 licenses of product A, and 5 licenses of product B.

Settings of a percentage discount with volume scale	Value
Number of products in the cart	2
License quantity per product	2 and 5
Minimum number of licenses in the checkout	2
Original individual price	$35 (7 x $5)
Discount	5%
Price after the discount	$33.25 ($35 - 5%)

• 15% off from the subtotal price, when a customer buys three products: 4 licenses of product A, 5 licenses of product B, and 6 licenses of product C.

Settings of a percentage discount with volume scale	Value
Number of products in the cart	3
License quantity per product	4, 5, and 6
Minimum number of licenses in the checkout	4
Original individual price	$75 (15 x $5)
Discount	15%
Price after the discount	$63.75 ($75 - 15%)

For information on how to set up promotions using Commerce Assistant (CA), see Promotions.

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