Promotions are stored in the Promotions repository, which is one of the default Oracle ATG Web Commerce repositories. When you create a new promotion, you must add it to the Promotions repository by doing the following:
Select Pricing from the main ATG Control Center (ACC) menu.
Select Promotions from the submenu.
The Promotions screen is displayed. You can click the List button to display all existing promotions. You can also narrow the list of displayed promotions by using the Item Type drop-down list to select a specific type of promotion to list. For example, you can list all the Item Discount promotions or, to narrow the list even further, only the Item Discount – Percent Off promotions.
Note that the type of promotions listed on the Promotions screen directly affects the type of promotion that you can create using the ACC menu commands and buttons. For example, if only the Item Discount –Percent Off promotions are listed, and you select File > New Item from the menu, you can only create a promotion of the same type. In contrast, if promotions of all types are listed on the screen, and you select File > New Item from the menu, you can create a promotion of any type.
Select File > New Item. The New Item dialog box appears:
From the Item Type drop-down list, select the type of promotion you want to create. Default choices are as follows:
Type of Promotion
Use for Discount Types
Item discount – Amount off
A specific amount off the regular price of a product. For example, you could offer any UltraLight T-Bike for $100 off the regular price.
Item discount – Fixed price
A specific product for a fixed price. For example, you could offer any UltraLight T-Bike for $500. Another example would be a “buy one item, get a special price on another” discount; for example you could offer a price of $5 for any helmet to any customer who buys a bike.
Item discount – Percent off
A specific percentage off the regular price of a product. For example, you could offer any UltraLight T-Bike for 10% off the regular price.
Order discount – Amount off
A specific amount off the total order. For example, you could offer a $50 coupon (“Use this coupon by August 31st and get $50 dollars off your total order.”). Another example would be a discount of $20 on any order over $100.
Order discount – Fixed price
The customer pays a fixed price for his or her order. For example, you could offer any product for $50 only.
Order discount – Percent off
A specific percentage off the total order. For example, you could offer a 10% discount off the total cost of an order.
Shipping discount – Amount off
A specific amount off the price of shipping. For example, you could offer $5 off the regular shipping charges for any order over $200.
Shipping discount – Fixed price
Shipping for a specific amount. For example, you could offer free shipping to customers who buy any bike today.
Shipping discount – Percent off
A specific percentage off the price of shipping. For example, you could offer a 50% discount on your regular shipping charges to anyone who buys any three items.
The options described above are provided with the system. However, the application developers working on your Web sites can add others if needed. For information on how to do this, see the Understanding Promotions chapter in the ATG Commerce Programming Guide.
After you choose the type of promotion you want to add, specify the properties for this new promotion. The following tables describe the properties.
Note that properties are listed by functional area, and may appear in a different order in the ACC.
Basic Properties
Purpose
Promotion name
Specify a name that you can use to identify this promotion elsewhere in the ATG Control Center (for example, in the Give Promotions element in scenarios).
Description
Type a short display name for this promotion. The system can use this name to identify the promotion to customers on, for example, a checkout page or order form.
Priority
If a visitor qualifies for more than one promotion, the system applies them cumulatively. The order in which the system applies discounts is vital any time more than one promotion could be applied.
For example, you give two discounts to the same customer, one (Promotion A) offering $10 off any product and another (Promotion B) offering 50% off any helmet. The customer orders a helmet that usually costs $30. If the system applies the promotions in the order A-B, the final price of the helmet is $20. If the order is B-A, the final price is $15. (Out of the box settings prevent a single item from receiving multiple discounts; see Note below.)
Use this property to define the order in which the discounts are applied. Enter
1to have the system calculate this discount first,2for second, and so on. If you give the same number to more than one promotion, the promotions are applied in order according to their item ID.Note: If you want to apply more than one discount to items, you must turn off the
filterForTargetDiscountedByAnyDiscountIdproperty in/atg/commerce/pricing/QualifierService.This property filters out items that have already received a discount, preventing them from being discounted again, and must befalsein order for combined discounts to work.Parent folder
Specify a parent folder for the promotion, if desired.
Enabled
Specify
Truewhen you are ready to activate this promotion. If you specifyTrue, the promotion does not start displaying on your site (assuming that you have coded your site for such display) until the Distribute Starting date and time, and it stops displaying on your sites on the Distribute Through date and time.If you specify
False, the promotion never takes effect regardless of the Usage Start and End Dates.Version
The system uses this property to protect against data corruption that might be caused if two ATG Control Center users attempt to edit this repository item at the same time. The system updates the value automatically.
Upsell Action Properties
Purpose
Enable promotion upsells
If true, the Promotion upsells you specify can be used as part of promotion upsells. Upsells allow you to specify conditions under which additional items can be suggested to customers.
Promotion upsells
Condition and Offer Properties
Purpose
Template
For promotions created using Oracle ATG Web Commerce Merchandising, the template on which the promotion is based. Do not use for ACC promotions.
Condition and offer
This field allows you to set up the discount rule that controls the circumstances under which the system gives the promotion to a visitor (for example, a specific product to which the discount is applied or the number of items the customer must buy to receive the discount). For information on how to use this field, see Creating a Discount Rule.
Availability & Coupons Properties
Purpose
Automatically apply to all orders
Use this property to identify the promotion as an “automatic promotion.” Automatic promotions are given to all visitors whereas non-automatic promotions are given to a restricted grouping of visitors who meet the criteria specified by additional promotion property values.
If you set this property to
true, all visitors who meet the criteria in the promotion’s discount rule (if specified) qualify for the promotion. That means the promotion is offered an unlimited number of times, to all visitors (including anonymous visitors), for use on an unlimited number of orders, for as long as the promotion is enabled.If you set this property to
false, you can specify values to the following properties in order to restrict who will receive the promotion:- Give to a customer more than once
- Give to anonymous customers
- Number of uses allowed per customer
- Usage period
- Redeemable forAlso, if you set this property to
false, you must create a scenario that offers the promotion to the appropriate visitors. For more information on how to define who qualifies for the promotion, see Specifying the People Who Receive the Promotion.Usage start date
Used in conjunction with the Usage Period property when its value is “Fixed dates.”
Defines the beginning of the period for which this discount or coupon is valid. Specify the date and time that visitors can either start purchasing a product with this discount or start using this coupon.
One use per order
Used for shipping promotions only. This property determines whether a shipping promotion can discount a single order multiple times. If you specify
True, the system permits the shipping promotion to be applied to only one shipping group in the order. If you specifyFalse, the system permits the shipping promotion to be applied to more than one shipping groups in that order.Give to a customer more than once
Tells the system whether to allow this promotion to be granted to a visitor only once.
If you specify
True, then a visitor may receive the promotion multiple times; consequently, a single order could be discounted multiple times.Note : The system ignores this property if the Automatically Apply to All Orders property is set to
True.Contrast the use of this property with the Max Uses Per Customer property.
Max uses per customer
Determines the number of orders for a given customer to which the promotion can be applied. If you specify
1, for example, the customer can use the promotion on only one order. If you specifyinfinite, the customer can use the promotion on an unlimited number of orders during the period for which the promotion is usable.Note: A promotion can sometimes discount a single order multiple times. This is still considered one “use.” For shipping promotions only, you can prevent the promotion from discounting a single order multiple times by setting the One Use Per Order property to
True. (See below.)Note: The system ignores this property if the Automatically Apply to All Orders property is set to
True.Stacking Rule Properties
Purpose
Stacking rule
The stacking rule associated with this promotion, if any.
Stacking rules are created in Oracle ATG Web Commerce Merchandising. Do not use the ACC to create or edit stacking rules.
Promotions to exclude
This property specifies promotions that can never be used with this promotion.
Stacking rules are created in Oracle ATG Web Commerce Merchandising. Do not use the ACC to create or edit stacking rules.
Promotions to include
This property specifies promotions that can be used with this promotion.
Stacking rules are created in Oracle ATG Web Commerce Merchandising. Do not use the ACC to create or edit stacking rules.
Site Properties
Purpose
Sites
If you are using Oracle ATG Web Commerce’s multisite feature, select sites on which the promotion can be used. If neither sites nor site groups (see below) are specified, the promotion is valid on all sites.
Site groups
Select site groups on which the promotion can be used. Note that if you select both a site group and a site within that group, the site does not act as a restriction; all sites in that group are eligible for the promotion.
Media Properties
Purpose
Media
Specify the presentation media (for example, text or an image) you want to associate with this promotion. The associated Distribute starting and Distribute through fields allow you to set date limits on media usage.
Distribute starting
Specify the date and time you want to start displaying this promotion on your sites.
Contrast this property with the Usage Start Date property below.
Distribute through
Specify the date and time you want to stop displaying this promotion on your sites.
Contrast this property with the Usage End Date property below.
Additional Properties
Purpose
Give to anonymous customers
Tells the system whether to apply this discount to only visitors who have registered or to all visitors.
If this property is
Falseand the Automatically Apply to All Orders property isFalse, then only registered visitors who qualify can use the promotion. If this property isTrueand the Automatically Apply to All Orders property isFalse, then anonymous visitors and registered visitors who qualify can use the promotion.Note: The system ignores this property if the Automatically Apply to All Orders property is set to
True.Usage end date
Used in conjunction with the Usage Period property when its value is “Fixed dates.”
Defines the end of the period for which this discount or coupon is valid. Specify the last date and time that visitors can purchase a product with this discount.
Redeemable for
Used in conjunction with the Usage Period property when its value is “Period following receipt.”
Specify the number of minutes for which this promotion is valid. The start date and time of a promotion of this type is set when the visitor receives the promotion; that is, the promotion is added to the list of promotions in the visitor’s
activePromotionsattribute in his or her profile. The end date and time for the promotion is then determined by the start date/time and the number of minutes you specify in this property.Note: The system ignores this property if the Automatically Apply to All Orders property is set to
True.Usage period
Defines the duration of time for which this discount or coupon is valid.
You can specify a duration of time that follows the visitor’s receipt of the promotion; in this case, select “Period following receipt” as the value. Or, you can specify a duration of time with a fixed start date and end date; in this case, select “Fixed dates” as the value.
Note: The system ignores this property if the promotion is automatic as indicated by the Automatically Apply to All Orders property.
Discount price/amount/
percentageSpecify the amount of the discount. The type of value you enter depends on the promotion; for example, for a discount in which you are offering a percentage of the usual price as the reduction, you specify the percentage here.
The most important properties of a promotion are the Discount price/amount/percentage and the Discount rule. These properties combine to define the actual amount of the discount and the products to which it applies. See the next section for more information on how these properties work together.
Note: Several factors can affect whether a new promotion is available to a user at the desired time or at all. These factors include when the new promotion was added, when the user’s session was created, and the schedule for updating automatic promotions. Your developers can take steps to ensure that site visitors receive a promotion at the time you intend. For more information, refer to the ATG Commerce Programming Guide.
When you are finished defining the properties of the promotion, click the OK button to save the promotion.
