The left pane of the Promotions Visibility window lists enabled, active (not expired) promotions, divided into three sections.
Applied: These are promotions that are applied to the current shopping cart. The condition and offer evaluation has passed and, in a multisite environment, the promotion is also valid on the site that the shopper is currently browsing.
Not applied: These are promotions that were not applied to the current shopping cart. The stacking rule or condition and offer evaluation has not passed and, in a multisite environment, the promotion is valid on the site that the shopper is currently browsing.
Ineligible: (multisite only) These are promotions that were not applied to the current cart. The promotion may have expired or, in a multisite environment, the promotion is not valid on the site that the shopper is currently browsing. Depending on how your administrator configured Visual Merchandising, you may not see the Ineligible list.
To view a list of promotions in the Applied, Not Applied, or Ineligible section, click the arrow next to the section’s name.
Click a promotion in the left pane to display details about that promotion in the right pane. Promotion information is divided into two tabs.
The Evaluation Tab displays results of stacking rule and condition & offer statement evaluation for the selected promotion.
The Details Tab displays information about the selected promotion.
You cannot change any information directly in the Promotions Visibility window but you can click links (for example, stacking rules, promotion upsells on the Details tab or SKUs on the Evaluation tab) or the Edit button to launch an editing window where you can make and save changes to the promotion. See Editing Promotions for more information.
You can view the following information about a promotion in the Promotions Visibility window. For more information about any of these items, see Creating Promotions.
Evaluation Tab
The following table describes the UI components of the Promotions Visibility window’s Evaluation tab.
Item | Description |
|---|---|
Stacking Rules | Stacking rules are evaluated first for every promotion. If the stacking rule passes, promotion evaluation continues and the Stacking Rules section of the Evaluation tab displays a confirmation message. If the stacking rule does not pass, promotion evaluation stops and the Stacking Rules section of the Evaluation tab displays a description of the problem. For example, a message might inform you that another promotion of the same type was already applied. For more information about stacking rules, see Managing Promotions with Stacking Rules. |
Preliminary | For item discount promotions that have passed the stacking rule evaluation, Merchandising checks that the shopping cart contains items that are valid as targets and qualifiers for the promotion. (Order discount and shipping promotions skip this step and go straight to the Condition/Offer evaluation. ) If the shopping cart contains valid targets or qualifiers, evaluation continues and the Preliminary section of the Evaluation tab displays a confirmation message. If the shopping cart does not contain valid targets or qualifiers, evaluation stops and the Preliminary section of the Evaluation tab displays a description of the problem. For more information about item discounts, see How Promotions Work. |
Condition/Offer | Merchandising evaluates condition & offer statements for every promotion that has passed the Stacking Rules evaluation and, if it is an item discount promotion, the Preliminary evaluation. The Condition/Offer evaluation determines whether the condition for a promotion has been met. For details about the information displayed in this section of the Evaluation tab, see Condition/Offer Evaluation. |
Condition/Offer Evaluation
The Condition/Offer section of the Evaluation tab specifies whether the condition for a promotion has been met and displays information about how items in the shopping cart relate to the condition and offer. Condition & offer statements are evaluated for every promotion that has passed the Stacking Rules evaluation and, if it is an item discount promotion, the Preliminary evaluation.
Depending on the promotion type, template, and structure of the condition, the Condition/Offer section can display any of the following types of detailed information about items in the shopping cart:
The Advanced tab allows you to configure filters that restrict how promotions are applied to items. Some filters can apply to any promotion type; others apply to only item type promotions.
Advanced filters change whether items are considered when determining whether a particular shopping cart qualifies for a promotion. Filter settings can be changed as part of your Commerce application (see the Qualifier Class chapter of the Commerce Programming Guide for details). Merchandising reads the settings that are in place in your Commerce application and uses those as the default. You can override those settings for individual promotions.
Excluded Items: Displays information about items in the shopping cart that have been excluded from the promotion by advanced filters. Filters restrict how promotions are applied to items. For example, the promotion might restrict items already on sale from being discounted further by the promotion. Excluded items can appear for both the condition and the offer.
Information displayed for each item in the list includes the product’s display name, the number of items that were excluded, the reason the item was excluded, and the ID of each applicable SKU in the shopping cart. Click the SKU ID to view or edit the SKU properties in the window that appears.
For more information about advanced filters, see Advanced Filters.
Qualifying Items: Displays information about items in the shopping cart that qualify for the promotion. Qualifying items appear only for the condition.
Information displayed for each item in the list includes the product’s display name, the number of this item that qualify , the remaining number of this item that can act as qualifiers when added to the shopping cart, and the ID of the SKU in the shopping cart. Click the SKU ID to view or edit the SKU properties in the window that appears.
For more information about qualifying items in condition and offer statements, see Condition & Offer Templates.
Target Items: Displays information about items that are discounted or given by the promotion. Target items appear only for the offer.
Information displayed for each item in the list includes the product’s display name, the number of this item that can act as a target for the promotion , the remaining number of this item that can act as targets when added to the shopping cart, and the ID of the SKU in the shopping cart. Click the SKU ID to view or edit the SKU properties in the window that appears.
For more information about target items in condition and offer statements, see Condition & Offer Templates.
Note: Detailed information is displayed only for items, not for other aspects of the promotion. For example, suppose you are testing a promotion that applies a 15% discount to all orders that include $100 in accessories and are placed by shoppers in the Fashionista user segment. The Evaluation tab displays information about the items in the shopping cart and how they affect the promotion. No information is displayed about the scenario that determines that only shoppers in the Fashionista segment qualify for the promotion.
Depending on the structure of the condition, Merchandising may need to perform the Condition/Offer evaluation more than once. For these promotions, the Evaluation tab displays the results of each iteration in a separate Condition/Offer section. For example, suppose you are testing the following promotion: “Buy 2 bath towels, get 50% off a hand towel,” and the shopping cart contains four bath towels, four hand towels, and a bath mat. The system applies the discount twice, once per iteration as the condition is met and valid targets are found. Within each condition/offer evaluation items will be filtered out from acting as condition items or offer items.
If the condition & offer statement does not pass, promotion evaluation stops and the Condition/Offer section of the Evaluation tab displays the message Not Applied.
Details Tab
The following table describes the UI components of the Promotions Visibility window’s Details tab.
Item | Description |
|---|---|
Template | The template provides a starting point for your promotion, and determines what condition and offer options apply. |
Description | Short description of the promotion. |
Priority | The priority of the promotion. Promotions are applied in order of priority, with low priority numbers applied first. Engines sort the promotions by the value of this property. Note that a promotion’s priority is secondary to the promotion type. For example, you can specify how a given Item Discount promotion is applied compared to other Item Discount promotions, but not the order in which Item Discounts are applied compared to Shipping Discounts. |
Usage period | You can define the promotion’s usage period either with a start and end date, or as a period of time starting from the moment the customer receives the promotion (for example, creates a customer profile). Promotions with no usage period expire only when they are disabled. |
Promotion upsells | If promotion upsells are enabled, a list of upsells available to this promotion. Click an upsell to launch a new window where you can edit it as you normally would in Merchandising. |
Coupons | Coupons associated with this promotion. Click a coupon to launch a new window where you can edit it as you normally would in Merchandising. |
Promotion availability | Whether the promotion is available to all customers, can be used only with a coupon or scenario, or is available to registered customers. |
Stacking rule | The stacking rule associated with this promotion. Stacking rules allow you to control which promotions can be used together. Click the stacking rule to launch a new window where you can edit it as you normally would in Merchandising. |
Maximum promotions per stacking rule | The maximum number of promotions that can be combined using this stacking rule. |
Stacking rule combinations | Additional stacking rules that can be used with the current rule. |
Promotions to exclude | Promotions that can never be used with this promotion. |
