Implement Cart Promotions

A promotion gives customers an incentive to buy more products. The Cleverbridge platform offers cart promotion, a quick and easy way to set up a promotion that is applicable to the cart. Cart promotion is a simple and flexible way to give your customers a discount, either a specified percentage or amount of money off of the total cart value.

It differs from the item level promotion, because the cart promotion is not bound to specific products but to the total value of the cart, regardless of which products your customers add to the cart.

Read through the following use cases to understand how to incentivize your customers to buy more by setting up the cart promotion.

If you want to set up a promotion for just one product or selected products (item level promotion), see Add a Promotion.

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 3 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 An order made by a customer and the records associated with it. 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 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 An individual or business purchasing your product or service by placing an order through Cleverbridge. The customer is the end user of this product, as they are not allowed to resell the purchased products or services. ​ A customer is unique per client. If a customer purchases products or services from two different clients, there are 2 separate records of said customer.​ applies a new coupon to a subscription item A subscription item is component of a subscription with its own set of attributes including price, description and feature set., 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.

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.

Set Up Cart Promotion

In our web admin tool, go to Optimize > Promotions and click the Add Cart Level Promotion button.
Result: The General & Price view opens.

General & Price

1. In the General section, enter a name for your discount.

   Use a good naming convention, so you can easily find the promotion later, see Best Practice: Conventions to Structure and Name your Data

2. In the Valid Dates and Times section, leave the Active toggle on if you want the promotion to be available for use, or deactivate 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, activate 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 deactivated.

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

9. At the top of the screen, navigate from the General & Price view to the Coupons view.

Coupons

1. In the Coupons view, 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.

   Result: Your cart-level promotion is created.

4. Go to the Cart Level Promotions table to see the newly added promotion.

For more details on each parameter in the flow, see Add a Promotion.

Apply Promotion in Checkout

Follow the steps in Implement a Promotion for Customers to trigger the promotion.

Use Case: Cart Promotion with Percentage Discount and Item Threshold

You want to offer a 20% discount during Cyber Monday for the customers who buy at least 3 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.

Set Up Cart Promotion

In our web admin tool, go to Campaigns > Promotions and click the Add Cart Level Promotion button.
Result: The General & Price view opens.

General & Price

1. In the General section, enter a name for your discount.

   Use a good naming convention, so you can easily find the promotion later, see Best Practice: Conventions to Structure and Name your Data

2. In the Valid Dates and Times section, leave the Active toggle on if you want the promotion to be available for use, or deactivate 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, activate 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. Activate the Can't be combined with other discounts toggle. Leave all the 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 deactivated.

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

8. At the top of the screen, navigate from the General & Price view to the Coupons view.

Coupons

1. In the Coupons view, 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.

   Result: Your cart level promotion is created.

4. Go to the Cart Level Promotions table to see the newly added promotion.

For more details on each parameter in the flow, see Add a Promotion.

Apply Promotion in Checkout

Follow the steps in Implement a Promotion for Customers to trigger the promotion.

In the above use case, the threshold activating the promotion in the cart is set to at least three product items. If a customer buys only 2 products, the promotion will not take effect.