11 Manage Promotions

Promotions allow you to offer discounts on specific products or groups of products.

For example, you might decide to promote a range of products for Mother’s Day by highlighting them with an image on your site’s “Welcome!” page and offering a 10 percent discount if customers order them by a specific date.

This section describes how to work with promotions on the Marketing page. You can also use the Retail Digital Commerce Admin API to programmatically create a number of promotion types that are not available in the UI. For more information, see Create Custom Promotions.

Understand Promotions

A promotion defines both the conditions an order must meet before qualifying for a discount, and how the discount is applied.

For example, you can specify that a customer can get a discount on a specific video game console, on orders of more than $50, or on purchases made during July.

By default, promotions are available to all shoppers, but once you create a promotion, you can make it available only to customers who provide a coupon code. See Add a coupon code to a promotion for more information.

An order might qualify for more than one promotion. In this case, promotions are applied in order of priority, with low priority numbers applied first. Retail Digital Commerce sorts the promotions by the value of the Priority property. A promotion’s priority is evaluated against other promotions of the same type. For example, item discounts are evaluated only against other item discounts, not against order discounts. If an order qualifies for multiple promotion types, item discounts are applied first, followed by order discounts. Promotions that are of the same type and have the same priority have no guaranteed sequence, so the order in which they are evaluated is undefined.

When you preview your store, you can see how your promotions behave when users shop for items. Click the Preview button and then shop for items that you expect to trigger the promotions you want to test. For more information about previewing your store, see Preview your changes.

Retail Digital Commerce templates provide an easy way to create the following types of promotions:

• Order discount: The entire order is discounted. See Create an order discount promotion for more information.
• Item discount: The shopper receives a discount on an item or items. See Create an item discount promotion and Create a buy one get one promotion for more information.
• Shipping discount: The shopper receives discounted or free shipping. See Create a shipping discount promotion for more information.

Understand Promotion Targets

A target is an item that is discounted or given by a promotion.

This section describes how promotions are applied to items and includes the following topics:

• Understand which items cannot be discounted by default

• Understand how add-on products affect promotions

• Understand the Discountable property for products and SKUs

Understand which Items cannot be Discounted

The following items cannot be discounted by Item Discount, Buy One Get One, Buy X Get Order Discount, or Buy X Get Shipping Discount promotions. Even if you add them to a promotion’s offer, Commerce will not consider them for the promotion.

• Items already acting as qualifiers for any other Item Discount, Buy One Get One, Buy X Get Order Discount, or Buy X Get Shipping Discount promotion.
• Items already discounted by any other Item Discount, Buy One Get One, Buy X Get Order Discount, or Buy X Get Shipping Discount promotion, including the current promotion.
• Items with zero prices.
• Items with negative prices.
• Items whose prices are lower than promotion price.

Note:

By default, items on sale do qualify for promotions and can be promotion targets.

Understand how add-on Products affect Promotions

Add-on products let shoppers customize or enhance their purchases with optional extras such as monogramming, gift wrap, or warranties. Add-on products cannot be used to qualify a product for a promotion, nor can they be explicitly targeted by a promotion. However, when a promotion targets a product in the cart that includes add-ons, the promotion discounts the total item price, that is, the price of the product plus the price of any add-ons. For example, suppose a promotion offers 20% off all wireless headphones. A $200 pair of headphones comes with an optional $40 replacement warranty. When a shopper places both the headphones and the warranty in the cart, the promotion discounts the total cost of the headphones and warranty ($240) for a discount of $48. You cannot apply a discount only to a parent product and not its add-ons. Keep this in mind when designing your promotions, especially when designing promotions that might offer products with optional add-ons as free gifts. See Create add-on products for more information.

When determining if a product with add-ons can be the target of a promotion, Retail Digital Commerce considers the Discountable property of a parent product only; it does not consider the Discountable property of any of the parent’s add-ons. For example, suppose a set of wireless headphones is discountable but an optional charger available as an add-on product is not discountable. When a shopper places both the headphones and the charger in the cart, the charger will be discounted by any item or order promotion that discounts the headphones, even though the charger’s Discountable property is set to false. See Create and work with products to learn how to set the Discountable property for products and SKUs.

Understand the Discountable Property for Products and SKUs

Each product and SKU you create in Retail Digital Commerce has a Discountable property. By default, the Discountable property is set to true; this means that the product or SKU is available to be used as a promotion target for item discount and order discount promotions. (Shipping discount promotions ignore the Discountable property.) If you set the Discountable property to false, the product or SKU can never be discounted by any item or order promotion, even if you add it to a promotion’s offer condition.

Note:

The Discountable property does not affect promotions from an external system that you access with the External Promotions webhook .

Products and SKUs marked as not discountable can act as qualifiers for item and shipping discount promotions, but they cannot contribute to the qualifying order total for order discount promotions. For example, suppose a promotion offers 20% off orders of at least $65. If a cart is valued at $75 but contains a $25 shirt marked as not discountable, the order does not qualify for the promotion; the shopper must add $40 in discountable items to the cart in order for the order to qualify for the promotion.

To prevent not-discountable items from acting as qualifiers, exclude them from a promotion in one of the following ways:

• Add individual products or SKUs to the Buy Condition’s Excluded Items list.
• Create the following rule in the Buy Condition’s Excluded Items section:

  Type = Base Product, Attribute = Discountable, Value = False

Understand Currency-Specific Promotions

If your store uses price groups to support multiple currencies, you can specify that a promotion applies only to items purchased in specific currencies.

For example, you can create an order discount called “Spend 100 Euros, get 10 Euros off” that applies to the product prices in all price groups that contain the currency Euro. Or you can create a promotion that applies only if the shopper is paying with a specific credit card.

When you create a promotion, you use the Price Groups field to specify the price groups for which the promotion is valid.

If you select one or more price groups, the promotion is valid only for those price groups. If you leave the Price Groups field blank, the promotion is valid for all price groups.

Understand Audience-Specific Promotions

An audience represents a segment of the shoppers that visit your store.

You define an audience by creating a set of rules based on attributes of the shopper profile. You can create promotions that can be claimed only by shoppers who are members of specific audiences. For example, a 20% off store-wide promotion could apply only to employees of a certain company or shoppers with a high average order value.

When you create a promotion, you use the Target Audience field on the Availability tab to select the audiences whose members are eligible for the promotion. If you select one or more audiences, the promotion is valid only for members of those audiences. If the Target Audience field contains no audiences, all shoppers are eligible for the promotion, assuming they meet the other qualifying conditions.

You can select both enabled and disabled audiences for a promotion. If you select a disabled audience, the promotion is not valid for that audience until you enable the audience.

If an audience you added to a promotion is later deleted, Retail Digital Commerce does not automatically remove the deleted audience from the promotion, but adds an icon that indicates it has been deleted. You should remove deleted audiences from the promotion. If all the audiences associated with a promotion are deleted, the promotion will never be available to any shoppers.

See Define Audiences for more information about creating and managing audiences.

Understand Site-Specific Promotions

If your store supports multiple sites, you can specify that a promotion applies to items purchased only from specific sites.

Your Retail Digital Commerce instance initially has a single site, or store. You can, however, run multiple sites from a single Retail Digital Commerce instance. Each site corresponds to a store. For example, you might have a site that sells jerseys for a specific team, and you may want to apply a promotion only to items sold on that site.

When you create a promotion, you use the Sites field to specify the sites on which the promotion is valid. If you select one or more sites, the promotion is valid only for those sites. If you select the Applies to All checkbox, the promotion is valid on all sites.

Copy an Existing Promotion

Creating a new promotion based on an existing one lets you easily create a number of similar promotions, and lets you reuse promotions that were successful in the past.

When you copy an existing promotion, the following values are automatically copied to the new promotion:

• Display name (By default, this will be set to the name of the promotion that was copied, followed by (copy). For example, Summer Sale (copy).
• Description
• Price groups
• All condition and offer properties
• Priority
• Folder
• Excluded promotions

When you copy an existing promotion, the following values are not copied to the new promotion:

• Start and end dates
• Promotion ID (A new ID is automatically assigned when you save the promotion.)
• Stacking rules
• Coupon or coupon batch
• Enabled status
• Any translations for shopper-visible properties, such as the name of the promotion. You can copy an existing promotion only in the store’s default language. Once you save the copied promotion, you can translate properties into other languages your store supports. See Localize Your Store for more information.

You can copy promotions created on the Promotions page of the administration interface. You cannot copy custom promotions created with the rawPmdlTemplate promotion template. For more information about custom promotions, see Create Custom Promotions.

To copy an existing promotion:

1. On the Promotions page, click the row of the promotion to copy and then click the Copy button.

   Click anywhere in the row except on the link that is the promotion’s name. Clicking that link opens the existing promotion.

2. Enter information about the promotion that was not copied.
3. Click Save.
4. (Optional) Create a coupon code that customers must provide to redeem the promotion. See Add a coupon code to a promotion for more information.

Create an Order Discount Promotion

An order discount promotion discounts an entire order.

Retail Digital Commerce includes the following order discount promotion templates:

• Spend Y for Order Discount discounts an order when a shopper spends a specified amount. You can discount orders by a fixed amount, such as $20, or by a percentage, such as 15%.

  You can configure this promotion to apply bigger discounts as the value of an order increases. For example, a promotion might discount a $75 order by 10%, a $100 order by 15%, and an order of $150 or more by 20%.

• Spend Y in X Get Order Discount discounts an order when the shopper spends a specified amount in specified product areas. For example, Spend $50 in Back-to-School Fashions, Get 20% Off Your Entire Order.
• Buy X Get Order Discount discounts an order when a shopper buys something in a specified product area. For example, Buy 2 Kids Backpacks, Get 10% Off Your Entire Order. See Understand promotion targets for information about how this type of order discount interacts with item discounts.

  You can configure this promotion to discount any order, regardless of how much shoppers spend or what items they purchase.

When Retail Digital Commerce sends the JSON representation of an order in the body of a webhook or a response to a REST API request, order discount promotions are listed individually in an orderDiscountInfos map within each cart item's JSON representation. The map includes the promotion ID, discount amount, and coupon codes (if applicable) for each order discount applied to the order. The following sample shows part of an Order Submit webhook body for an order that is discounted by two different order discount promotions.

...
     "orderDiscountInfos": [
           {
             "couponCodes": [],
             "amount": 59.7,
             "promotionId": "orderDiscount"
           },
           {
             "couponCodes": ["coupon101"],
             "amount": 3.65,
             "promotionId": "promo10001"
           }
           ],
...

To create a new Order Discount promotion, follow these steps:

1. On the Promotions page, click New Promotion and select Spend Y for Order Discount, Spend X in Y Get Order Discount, or Buy X Get Order Discount.
2. Enter the name, description, and price groups for the promotion. See Enter general promotion information for details about each field.
3. Enter condition and offer details for the promotion. See Enter condition and offer information for details about each field.
4. On the promotion’s Availability tab, define the promotion’s lifecycle and enter information that determines when the promotion is active and usable. See Enter promotion availability information for details about each field.
5. (Optional) Specify promotions that cannot be combined with this one. See Exclude promotions for more information.
6. Click Save.
7. (Optional) Create a coupon code that customers must provide to redeem the promotion. See Add a coupon code to a promotion for more information.

Create an Item Discount Promotion

An item discount promotion discounts one or more qualifying items.

Retail Digital Commerce includes the following types of item discount promotion templates:

• Get Item Discount automatically discounts one or more qualifying items without requiring the shopper to make any other purchases. For example, 20% Off All Kids’ Backpacks.
• Spend Y in X Get Item Discount discounts one or more qualifying items when the shopper spends a specified amount in specified product areas. For example, Spend $100 in Back-to-School Fashions, Get 20% Off Kids’ Backpacks.

You can create a promotion that discounts one of more items when a customer spends the specified amount anywhere in your store (Spend Y Get Item Discount) by specifying that shoppers can spend the minimum amount on any item. For example, Spend $100, Get 20% Off Kids’ Backpacks. See Enter condition and offer information for details.

Each item in a shopper’s cart can be discounted by only one item discount promotion, even if it qualifies for more than one item discount. Item discount promotions are evaluated in order of priority, with low priority numbers applied first. Item discount promotions that have the same priority have no guaranteed evaluation order. For example if a shirt qualifies for three item discount promotions, and all three promotions have the same priority, there is no way to be certain which promotion will be applied to the shirt when a shopper places it in her cart.

To create a new Get Item Discount or Spend Y in X Get Item Discount promotion:

1. On the Promotions page, click New Promotion and select Get Item Discount or Spend Y in X Get Item Discount.
2. Enter the name, description, and price groups for the promotion. See Enter general promotion information for details about each field.
3. Enter condition and offer details for the promotion. See Enter condition and offer information for details about each field. See Sample item discount promotion for an example that explains how different condition and offer settings can affect the discount.

   Note: The Get Item Discount promotion has no buy condition.

4. On the promotion’s Availability tab, define the promotion’s lifecycle and enter information that determines when the promotion is active and usable. See Enter promotion availability information for details about each field.
5. (Optional) Specify promotions that cannot be combined with this one. See Exclude promotions for more information.
6. Click Save.
7. (Optional) Create a coupon code that customers must provide to redeem the promotion. See Add a coupon code to a promotion for more information.

Sample Item Discount Promotion

This section describes a promotion called Summer Skirt Sale. When a shopper spends $100 anywhere in the Bags and Luggage collection, the promotion discounts one skirt by 25%. The items to include and exclude for offer are the same as items in buy condition. At least one qualifying item must be purchased. The discount order is least expensive item discounted first and the promotion uses list prices to sort the discount order. The promotion discounts a maximum of one item.

A shopper’s cart contains the following items:

• One backpack, list price $100
• One skirt, list price $100, on sale for $75
• One skirt, list price $200, on sale for $50

The backpack fulfills the promotion condition. The discount is applied to the skirt that costs $75, not to the one that costs $50, because the less-expensive skirt has a higher list price.

Create a Shipping Discount Promotion

A shipping discount promotion offers free or discounted shipping via shipping methods you associate with the promotion.

Shipping discount promotions can discount both internally-priced and externally-priced shipping methods. Shipping discount promotions you create with templates on the Promotions page apply the shipping discount to an entire order. To apply a shipping discount to an individual shipping group within an order, you must create a custom promotion with the Commerce Admin API.

Note:

Shipping surcharges are not affected by shipping promotions and are added to the order total during checkout. See Manage Your Catalog and Configure Shipping for more information about shipping methods and shipping surcharges.

You can create the following types of shipping discounts:

• Get Shipping Discount discounts shipping for all orders with no required buy condition
• Spend Y Get Shipping Discount discounts shipping when the shopper spends at least a specified amount.
• Spend Y in X Get Shipping Discount discounts shipping when the shopper spends at least a specified amount in specified product areas. For example, Spend $50 in Back-to-School Fashions, Get Free Shipping On Your Entire Order.
• Buy X Get Shipping Discount discounts shipping when the shopper purchases specified items.

To create a new shipping discount promotion:

1. On the Promotions page, click New Promotion and select Get Shipping Discount, Spend Y Get Shipping Discount, Spend Y in X Get Shipping Discount, or Buy X Get Shipping Discount.
2. Enter the name, description, and price groups for the promotion. See Enter general promotion information for details about each field.
3. Enter condition and offer details for the promotion. See Enter condition and offer information for details about each field. See Sample buy one get one promotion for an example that explains how different condition and offer settings can affect the discount.

   Note:

   Get Shipping Discount does not require a buy condition.

4. On the promotion’s Availability tab, define the promotion’s lifecycle and enter information that determines when the promotion is active and usable. SeeEnter promotion availability information for details about each field.
5. (Optional) On the promotion’s Exclusion Rules tab, specify promotions that cannot be combined with this one. See Exclude promotions for more information.
6. Click Save.
7. (Optional) Create a coupon code that customers must provide to redeem the promotion. See Add a coupon code to a promotion for more information.

Create a Gift with Purchase Promotion

Gift with purchase promotions let you give a customer a free item as part of their order.

You can create two types of gift with purchase promotions:

• Gift with Item Purchase gives the shopper a free gift with a purchase. You can offer a gift with any purchase or with the purchase of a specific item. This promotion can apply only once per shopping cart. Gift items cannot act as qualifiers for the promotion. For example, suppose you create a promotion that offers a free votive candle with any purchase. If the shopper adds one votive candle to the cart, that candle is not repriced to free. If the shopper then adds another item to the cart, that item qualifies the cart for the promotion, and the votive candle is repriced to free.
• Spend Y Get Gift with Purchase gives the shopper a free gift when they spend a specified amount. For example, “Spend $100, get a free $10 gift card.” Gift items cannot act as qualifiers for the promotion, so if a shopper adds a gift item to the cart, its price does not count toward the Spend Y total. This promotion can apply only once per shopping cart; if a shopper adds two of the qualifying item, only one will be repriced to free.

When a shopper’s cart qualifies for a gift with purchase promotion, one of the following things happens:

• If no item in the cart meets the offer criteria, the gift item is automatically added to the cart. The gift item cannot act as a qualifier for other promotions.
• If the shopper has already added the gift item to their cart, the item is repriced to be free. Once the gift item is repriced, it can no longer act as a qualifier for other promotions.

If the shopper removes the gift from a qualifying cart, Retail Digital Commerce does not automatically re-add the gift while the cart still qualifies for the promotion. There are two ways to add the gift again:

• If the shopper re-adds the gift item to the cart, the item is repriced to free if the cart still qualifies for the promotion.
• If the cart becomes unqualified (for example, if the shopper removes items required for the buy condition) and then qualified again (for example, if the shopper adds back items required for the buy condition), Retail Digital Commerce automatically re-adds the gift.

When an item appears in an order object (for example, in the body of an Order Submit webhook), the property gwp specifies whether the item was given as part of a gift with purchase promotion. For gift items, the value of the gwp property is true; for all other items, the value is false. For example:

"gwp":true,

To create a new gift with purchase promotion, follow these steps:

1. On the Promotions page, click New Promotion and select Gift with Item Purchase or Spend Y Get Gift with Purchase.
2. Enter the name, description, and price groups for the promotion. See Enter general promotion information for details about each field.
3. Enter condition and offer details for the promotion. See Enter condition and offer information for details about each field.
4. On the promotion’s Availability tab, define the promotion’s lifecycle and enter information that determines when the promotion is active and usable. See Enter promotion availability information for details about each field.
5. (Optional) Specify promotions that cannot be combined with this one. See Exclude promotions for more information.
6. Click Save.
7. (Optional) Create a coupon code that customers must provide to redeem the promotion. See Add a coupon code to a promotion for more information.

Define a Promotion

You define a promotion by entering basic descriptive information, the buy condition and offer, and the promotion's availability.

This topic contains the following sections that describe how to define a promotion:

• Enter general promotion information

• Enter condition and offer information

• Enter promotion availability information

• Understand promotion filters

Enter General Promotion Information

The following table describes the basic properties for a promotion. You set these properties on the promotion’s General tab.

Property	Description
Display Name (required)	Short, descriptive name that identifies the promotion.
Description	Short description that helps you to identify a promotion in the administration interface. The description does not appear on your store.
Sites	Select the sites this promotion applies to. Select Applies to all for a promotion that can be used on all sites. By default, the promotion applies to all sites. See Understand site-specific promotions for more information.
Price Groups	Select the price groups this promotion applies to. If you leave this field blank, the promotion applies to all price groups. See Understand currency-specific promotions for more information.

Enter Condition and Offer Information

The condition and offer determine how your promotion works, as well as what the qualifying behavior is, what type of discount results, and if there are any exclusions.

• The buy condition describes items or spend amount that qualify for the discount. (Not all promotions require a buy condition. For example, the Get Item Discount and Get Order Discount promotions do not require a buy condition.
• The offer describes items that are discounted by the promotion. Retail Digital Commerce evaluates the condition rules first before evaluating the offer rules to find target items for the discount.

You set condition and offer properties on the promotion’s General tab.

The following table describes the buy condition properties for Retail Digital Commerce promotions.

Note:

The Get Item Discount and Get Shipping Discount promotions do not have buy conditions.

Property	Description
Minimum Spend	The spend threshold for promotions that require a shopper to spend a minimum amount. Minimum Spend applies to the following promotions: Spend Y Get Gift With Purchase, Spend Y in X Get Item Discount, Spend Y for Order Discount, Spend Y in X Get Order Discount, Spend Y in X Get Shipping Discount, and Spend Y Get Shipping Discount. If you are creating a Spend Y For Order Discount promotion, you can specify one or more spend tiers and assign a discount to each tier. For example, order totals from $75 to $99.99 are discounted by 10%, order totals from $100 to $149.99 are discounted by 15%, and order totals of $150 or more are discounted by 20%. To create a promotion without tiers, that is, one that provides the same spend threshold for all orders, enter the Minimum Spend value, leave the Range End value blank, and then enter a discount amount.
Get Discount With Any Order	For Buy X Get Order Discount promotions, specifies that the shopper can make any purchase anywhere in your store. If you do not select this option, you must select individual products and collections that qualify for the promotion (Included Items).
Spend On Any Item	For Spend Y in X promotions, specifies that the shopper can spend the Minimum Spend amount anywhere in your store. If you do not select this option, you must select individual products and collections that qualify for the promotion (Included Items).
Included Items	Products, collections, and SKUs that qualify for the discount. See Include or exclude products, SKUs, or collections for more information. To qualify everything in your store for the discount, select Include Entire Catalog. Even if you select this option, you can still select products and collections that cannot qualify for the promotion (Excluded Items). Included Items applies to the following promotions: Get Item Discount, Buy One Get One, Gift With Item Purchase, Spend Y in X Get Item Discount, Spend Y in X Get Order Discount, Buy X Get Order Discount, Spend Y in X Get Shipping Discount, and Buy X Get Shipping Discount.
Excluded Items	Products, collections, and SKUs that cannot qualify for the promotion. Excluded items always take precedence over included items. See Include or exclude products, SKUs, or collections for more information. Excluded Items applies to the following promotions: Get Item Discount, Buy One Get One, Gift With Item Purchase, Spend Y in X Get Item Discount, Spend Y in X Get Order Discount, Buy X Get Order Discount, Spend Y in X Get Shipping Discount, and Buy X Get Shipping Discount.
Give Gift With Any Order	For a Gift With Item Purchase promotion, specifies that the promotion should apply to any order without requiring the purchase of specific products. If you select this option, you will no longer see the Included items, Excluded items, and Number of items required to buy to get offer fields.
Number of Items Required to Buy to Get Offer)	For a Buy One Get One promotion, the number of items the shopper must purchase in order to receive the discount.

The following table describes the offer properties for Retail Digital Commerce promotions.

Property	Description
Discount Type	For order promotions, select Amount Off or Percent. For shipping promotions and item promotions (except gift with purchase), select Amount Off, Percent, Fixed Price, or Free.
Discount Amount	Enter the amount of the discount or, if the Discount Type is Fixed Price, enter the price of the item. If the Discount Type is Free, this field does not appear.
Included Items	Products, collections, or SKUs that are discounted by the promotion. See Include or exclude products, SKUs, or collections for more information. To allow everything in your store to be discounted by the promotion, select Include Entire Catalog. Even if you select this option, you can still select products, collections, and SKUs that cannot be discounted by the promotion (Excluded Items). This offer property applies to the following promotions: Get Item Discount, Buy One Get One, and Spend Y in X Get Item Discount.
Excluded Items	Products, collections, or SKUs that cannot be discounted by the promotion. Excluded items always take precedence over included items. See Include or exclude products, SKUs, or collections for more information. This offer property applies to the following promotions: Get Item Discount, Buy One Get One, and Spend Y in X Get Item Discount.
Items to Include and Exclude For Offer Are the Same as Items in Buy Condition	For Buy One Get One promotions, you can select this option instead of selecting items to include or exclude for the offer. If you update the included and excluded items in the condition, the offer is automatically updated when you save the promotion.
Number of Items to be Discounted as Part of the Offer	Prevents discounting an unlimited number of qualifying items. Enter the number of items that can receive the discount. For instance, if a shopper purchases six items in the discounted category, you might discount five of them. By default, this is set to unlimited. This offer property applies to the following promotions: Get Item Discount, Buy One Get One, and Spend Y in X Get Item Discount.
Order by Which Discount is Applied	Select whether the discount should be applied to the lowest or the highest priced items in the order first. By default, discounts are applied to the lowest-priced items first. This setting applies only if you specified a number of items to be discounted as part of the offer. If the offer discounts unlimited items, this setting is ignored. This offer property applies to the following promotions: Get Item Discount, Buy One Get One, and Spend Y in X Get Item Discount.
Price to Use for Sorting Items	Select whether to use list prices or lowest discounted prices when Retail Digital Commerce determines which items the promotion should discount. A product’s lowest discounted price can be discounted by one or more of the following: a price group’s sale price, promotion discounts, or integration with an external pricing system. See Sample item discount promotion for details about how this setting affects items discounted by a promotion. This setting applies only if you specified the number of items to be discounted as part of the offer. If the offer discounts unlimited items, this setting is ignored. This offer property applies to the following promotions: Get Item Discount, Buy One Get One, and Spend Y in X Get Item Discount.
Include Shipping Methods	For shipping promotions, the shipping methods that qualify for the discount. To select shipping methods, begin by typing or pasting some text in the Add Shipping Methods box. If a shipping method has an internal name assigned, it appears in parentheses after the shipping method's display name. Internal names are hidden from shoppers but let you create multiple shipping methods with the same display name.
Select a Gift	For gift with purchase promotions, the product given as a free gift by the promotion. You can select any single product from your catalog.
Gift Handling When Cart No Longer Meets Buy Condition	For gift with purchase promotions, specifies what should happen to a gift item in the cart when the cart no longer qualifies for the promotion. Select one of the following options: Automatically remove gift item from cart Leave gift in cart and reprice item

Enter Promotion Availability Information

The following table describes the properties that define a promotion’s lifecycle by specifying when it is active and usable. These properties are available on a promotion’s Availability tab.

Property	Description
Start Date / Time	Date and time the promotion becomes available.
End Date / Time	Date and time the promotion is no longer available.
Target Audience	Select one or more audiences whose members are eligible for this promotion. By default, no audiences are specified and the promotion is available to all shoppers. Audiences are listed alphabetically by display name. Both enabled and disabled audiences appear in the list. See Understand audience-specific promotions for more information.
Coupon Code	The code customers use to redeem a coupon for this promotion. Coupon codes are case-sensitive. Note: You must save a new promotion before you can add a coupon code to it. See Add a coupon code to a promotion for more information.
Priority (required)	The priority of the promotion. Promotions are applied in order of priority, with low priority numbers applied first. Retail Digital Commerce sorts the promotions by the value of this property. A promotion’s priority is evaluated against other promotions of the same type. For example, item discounts are evaluated only against other item discounts, not against order discounts. If an order qualifies for multiple promotion types, item discounts are applied first, followed by order discounts, then shipping discounts. Promotions that are of the same type and have the same priority have no guaranteed sequence, so the order in which they are evaluated is undefined.
Enabled	Specifies whether this promotion can be used with a qualifying order. This setting is turned on by default, but a promotion’s availability also depends on any start and end dates you set. If Enabled is turned off, the promotion cannot be used regardless of the start and end dates.
Card IIN Range	Credit cards use an international Issuer Identification Number (IIN) that identifies the type of card, for example, MasterCard or American Express. The first 6 digits of a credit card contain the IIN. You can create a range of numbers that identify a specific credit card issuer, allowing you to create credit card-specific promotions. Entering a range of numbers allows you to identify specific credit cards that qualify for this promotion. You can use dashes (-) and commas (,) to set ranges. For example, 2 – 3 would include all credit cards that have an IIN between 200000 and 399999. The end of the range must be larger than the starting range. Use commas to specify a series of ranges, such as 222 (all numbers between 222000 and 222999), 444 (all numbers between 444000 and 444999). These conventions can be used together, for example, 1011, 122122-122925, 133-139, 15. By default, promotions are not limited to any credit card type or range. Note: Although it is possible to assign IIN ranges when working with CyberSource payment gateways, the promotions will not apply.
Folder	The folder where this promotion is stored. By default, no folder is selected. If you created the promotion by copying an existing promotion, then the value is the same folder as the promotion you copied. See Organize promotions in folders for more information.
Custom Defined Label	A custom property associated with the promotion, if one has been configured. (Custom promotion properties are configured with the Admin API. See Create custom properties for promotionsCreate custom properties for promotions for more information.)

Understand Promotion Filters

Promotions can be filtered using the options provided on the promotion's Advanced tab. Filters allow you to perform a number of actions, such as exclude or include qualified items, or include items that are on sale. Filters are based on qualifying conditions or offers presented by the promotion. To implement a filter, perform the following steps:

1. Use the administration interface to go to Promotions.
2. Select the promotion to edit.
3. Click the Advanced tab. The screen displays the filters that are available for that promotion.
4. Use the drop down menu to select the filter settings. If you do not select a setting, the default settings are used.

The following filters are available for promotions:

Filter	Description	Used on promotions
Qualified Items (Any promotion)	This conditional filter allows you to identify if a qualifier can be used only once per promotion. If you select Include, qualifiers will be used only once per promotion.	Item, Order or Shipping promotions.
Discounted Items (Any promotion)	This conditional filter allows you to include or exclude items discounted by any promotion and allow them to act as a qualifier for other promotions.	Item, Order or Shipping promotions.
Discounted Items (Current promotion)	This conditional filter allows you to determine if items discounted by the current promotion can act as a qualifier for other promotions	Item promotions.
Items on Sale	This conditional filter identifies if items that have a sale price can act as qualifiers.	Item, Order or Shipping promotions.
Items with Zero Prices	This conditional filter identifies if an item with a zero price can act as a qualifier for this promotion.	Item, Order or Shipping promotions.
Items with Negative Prices	This conditional filter identifies if items with negative prices can act as qualifiers. If you select Include, then items with negative prices will act as a qualifier.	Item, Order or Shipping promotions.
Qualified Items	This offer filter includes or excludes items that have acted as qualifiers for another discount. If you include these items, any item that acted as a qualifier for another discount can be receive the discount.	Item promotions only.
Discounted items (Any promotion)	This offer filter determines if items that have already been discounted by the current promotion can receive the discount again. If you include discounted items, the items can receive the discount again.	Item promotions only.
Discounted Items (Current promotion)	This offer filter includes or excludes discounted items from the current promotion.	Item promotions only.
Items on Sale	This offer filter includes or excludes items that were priced with a sales price from receiving the discount.	Item promotions only.
Items with Zero Prices	This offer filter includes or excludes items that have zero prices.	Item promotions only.
Items with Negative Prices	This offer filter identifies if items with negative prices can receive the discount. If you include items with negative prices, they will receive the discount.	Item promotions only.
Items with Prices Lower than Promotion Price (Fixed Price promotions only)	This offer filter includes or excludes items that have a price lower than the promotion price. This applies to fixed price promotions only.	Item promotions only.

Enable and Disable Promotions

You can enable and disable promotions within qualifying orders.

A promotion is available to be used with a qualifying order if both of the following are true:

• You have selected the Enabled checkbox on the promotion's Availability tab.
• The qualifying order is placed during the time specified by the promotion’s start and end dates.

The easiest way to disable a promotion is to uncheck its Enabled checkbox.

Important:

Deleting assets, such as products, catalogs, shipping methods, and so on, can result in discrepancies in your system, which may produce errors. It is recommended that you disable assets instead of delete them.

Organize Promotions in Folders

You can create folders to organize your promotions so they are easier to find and work with.

This section includes the following topics:

• Create a promotions folder

• Edit a promotions folder

• Add promotions to a folder

• Delete a promotions folder

Create a Promotions Folder

To create a promotions folder, follow these steps:

1. On the Promotions page, click the Manage Folders button.
2. Click Create New Folder.
3. Enter a name for the folder and, if you want it to be a child of another folder, click the Locate Folder Under drop-down list and select a parent folder.
4. Click Create.

Edit a Promotions Folder

You can change a folder’s name and parent folder. You cannot change a folder’s ID.

To edit a promotions folder, follow these steps:

1. On the Promotions page, click the Manage Folders button.
2. Click the edit icon for the folder you want to edit.
3. Change the folders name and/or parent folder.
4. Click Save.

Add Promotions to a Folder

You can add one or more promotions to a folder by selecting them from the Promotions list and then selecting a folder to add them to. You can also add a single promotion to a folder by specifying a folder while creating or editing the promotion.

To add one or more promotions to a folder, follow these steps:

1. On the Promotions page, select the promotions to move to a folder.
2. Click the Manage Folders button.
3. Select a folder from the list.

   Note: You can add the promotions only to an existing folder; you cannot create a folder and add the selected promotions to it in a single step. If you click Create New Folder in this dialog, Retail Digital Commerce does create a new folder, but does not add the selected promotions to it.

To change a promotion’s folder property follow these steps:

1. On the Promotions page, click the promotion to edit.
2. Select a folder from the Add Promotion To list.
3. Click Save.

Delete a Promotions Folder

Deleting a promotions folder does not also delete its contents. If you delete a folder that contains promotions or other folders, they are automatically moved to the top level in the folder list.

Important:

Deleting assets, such as products, catalogs, promotions, and so on, can result in discrepancies in your system, which may produce errors. It is recommended that you disable assets instead of delete them.

To delete a promotions folder, follow these steps:

1. On the Promotions page, click the Manage Folders button.
2. Click the edit icon for the folder you want to delete.
3. Click Delete.
4. Confirm that you want to delete the folder or click Cancel to keep the folder.

Include or Exclude Products, SKUs, or Collections

Most promotions must include at least one item that a shopper must buy to qualify their order for the discount (called the buy condition) and at least one item that can be discounted by the promotion (called the offer).

You can specify products to include or exclude from a promotion’s condition or offer using any combination of the following:

• Select one or more products from your catalog. All SKUs for a selected product are included or excluded from the buy condition or offer.
• Select one or more collections from your catalog. All products in a selected collection are included or excluded from the buy condition or offer.
• Select one or more SKUs from your catalog.
• Create one or more rules that automatically select products based on product, SKU, or variant properties you specify. For example, suppose you want to exclude all premium brands from a promotion that discounts athletic shoes. You would create a rule that includes the product property Brand and specifies which brands to exclude. See Create rules to include or exclude items to learn how to create a rule.

Keep the following in mind when you include and exclude items from a buy condition or offer:

• Excluded items always take precedence over included items. For example, if an offer includes the collection Movie Store Root but excludes its child collection Clearance Movies, no items in Clearance Movies will be discounted by the promotion.

  However, if you include Clearance Movies but exclude its parent, Movie Store Root, then no movies, even those in the Clearance Movies collection, can be discounted by the promotion.

• Retail Digital Commerce does not prevent you from adding the same item to both the included and excluded items lists. In this case, the item is excluded.
• If an included or excluded items list uses a combination of selected products, selected collections, and a set of rules, Retail Digital Commerce checks each item in the shopper’s cart to see if it matches any of the products in the list or the set of rules.
• Promotions identify included and excluded products and collections by their IDs. If an item is part of a promotion and you reassign its ID to different item, the promotion automatically uses the new item with the reassigned ID. This may cause unexpected results.

To select products, collections, or SKUs to include or exclude from a buy condition or offer, follow these steps:

1. On a promotion’s details page, under Included Items or Excluded Items, click the Edit button next to the Products or Collections box.
2. Select a product or collection from the list. You can filter the list by typing or pasting some text in the Products or Collections box.

   The filter control matches letters or numbers that you type, wherever they appear in the name or ID, not just at the beginning. Usually, as you type more characters, there are fewer matches. When you see the item you want, select it.

3. Click Add Selected.
4. Click Done when you finish adding products or collections.

Create Rules to Include or Exclude Items

This section describes how to create a rule for a buy condition or offer. A rule automatically selects items based on product, SKU, or variant properties. For example, suppose you created a custom, internal property called Do Not Discount on the base product type. Merchandisers select this option for products in your catalog that should never be discounted by any promotion. To make sure that no promotions ever discount these products, create a rule for each promotion’s offer that includes the base product property Do Not Discount and specifies that its value should be True.

To create a rule that specifies products to include or exclude from a buy condition or offer, follow these steps:

1. On a promotion’s details page, under Included Items or Excluded Items, click the New Rule button.
2. Select a type of property to use from the Type list. You can select only one type per rule:
   • Base Product lets you select from all the product properties associated with your catalog’s base product type, including custom properties you created.
   • Base SKU lets you select from all the SKU properties associated with your catalog’s base product type. SKUs created from the base product type can have SKU properties but not variant properties.
   • Custom Product Type Product lets you select from all the custom product properties associated with a custom product type you created in your catalog, where Custom Product Type is the product type’s name.
   • Custom Product Type SKU or Variant lets you select a SKU property or variant property from a custom product type you created in your catalog, where Custom Product Type is the product type’s name.

   See Create and edit product types for more information about product properties and SKU properties. See Create and work with SKUs for more information about variant properties.

3. Select a property from the Attribute list. The available properties depend on the Type you selected in the previous step. You can select only one attribute per rule.
   • For Base Product, Retail Digital Commerce displays all the product properties associated with your catalog’s base product type (except ID), including custom properties you created.
   • For a custom product type, Retail Digital Commerce displays all the custom product properties associated with the product type you selected. None of the base product type properties are available in this list.
   • For Base SKU, Commerce displays all the SKU properties associated with the base product type, including custom SKU properties you created.
   • For a custom product type SKU or Variant, Commerce displays all the SKU and variant properties associated with the product type you selected. None of the base SKU properties are available in this list.
4. Select an operator that links the property to a value that you will specify in the next step.

   The operators you see depend on the kind of property you selected as an attribute. For example, if you select the base product type property Arrival Date, the available operators are Before and After.

5. Select or enter a value for the property.

   For some values, such as variant values, Retail Digital Commerce displays a list for you to choose from. (If you selected a custom product type SKU or Variant, the list includes both SKU values and variant values, with any SKU values appearing first in the list.) For others, such as Availability Date or Brand, you must type in a value. The rule editor does not validate any text or numeric values you type, so take care when you enter values and make sure you test promotions before they go live. The rule editor also does validate date values.

6. Click Done when you finish creating the rule.
7. If you create more than one rule for an included or excluded items list, select one of the following Rule Matching options to specify how the rules in this set behave together:
   • Match Any Rule: (default) If an item in a shopper’s cart matches any rule in the set, that rule applies.
   • Match All Rules: If an item in a shopper’s cart matches all the rules in the set, all the rules apply. If the item matches only some of the rules but not all, none of the rules apply.
8. Click Save.

Exclude Promotions

Exclusion rules prevent customers from taking advantage of unintended synergy among your promotions by letting you specify promotions that can never be combined with the current promotion.

For example, if a promotion offers 25% off all soccer equipment, you might want to specify that another promotion, which offers 10% off all items in your catalog, cannot be combined with it.

Keep the following in mind when you create exclusion rules for a promotion:

• Excluded promotions must have a lower priority than the promotion that is excluding them.
• Use caution when excluding promotions, to prevent confusion as to exactly when promotions apply.
• If a promotion has already been applied to an order and that promotion excludes another promotion, the excluded promotion cannot be re-included by any promotions that apply later in the pricing process.
• Exclusion rules for individual promotions are evaluated in addition to any stacking rule exclusions. See Manage promotions with stacking rules for more information.

To select promotions to exclude from the current promotion, follow these steps:

1. On a promotion’s details page, click Exclusion Rules.
2. Click the Edit button next to the Promotions to Exclude box.
3. Select a promotion from the list. You can filter the list by typing or pasting some text in the Promotions box.

   The filter control matches letters or numbers that you type, wherever they appear in the name or ID, not just at the beginning. Usually, as you type more characters, there are fewer matches. When you see the item you want, select it.

   The list contains the type of promotions you can exclude based on priority:

   • Item promotions can exclude other item promotions, plus order and shipping promotions
   • Order promotions can exclude other order promotions, plus shipping promotions.
   • Shipping promotions can exclude only other shipping promotions.
4. Click Add Selected.
5. Click Done when you finish adding promotions to exclude.

Add a Coupon code to a Promotion

Coupons make promotions available only to shoppers who enter a valid coupon code at checkout.

The administration interface lets you assign only a single coupon or coupon batch to each promotion. However, you can use the Admin API to associate multiple promotions with a coupon or coupon batch. See Assign and manage coupons for more information.

You can create a single coupon that has one code or a batch of coupons that each has a unique code all based on a prefix that you specify. If you add a coupon to a promotion, shoppers must provide a valid coupon code to apply the promotion to their order.

You cannot edit a coupon code after you create it but you can delete it and create a new one. Coupon codes are case sensitive and must be unique across all promotions, even promotions that are not enabled.

On the Marketing page, you can create one coupon or batch per promotion. However, you can use the Admin API to associate more than one coupon or batch with a promotion. If a promotion has multiple coupons or coupon batches associated with it, the promotion’s Availability page displays the number of coupons and coupon batches, plus the ID for the first of each. See Assign and manage coupons for more information.

Important:

If you delete all a promotion’s coupons, Retail Digital Commerce automatically disables the promotion until you associate it with at least one coupon or coupon batch and then re-enable it by selecting the Enabled checkbox on the promotion’s details page. See Enable and disable promotions for more information.

By default, any shopper who has a valid coupon code can use it, but you can restrict coupon usage in the following ways:

• Limit the number of times a coupon code can be redeemed during the life of the promotion. This limitation applies to the code itself, not to individual shoppers who redeem it.
• Limit the number of times a shopper can apply a coupon code to an order.
• Specify that a coupon code can be used only by registered shoppers. (By default, a coupon can also be used by anonymous shoppers.) You can also limit the number of orders to which a registered shopper can apply the code.

To create a coupon or batch, follow these steps:

1. On the Marketing page, click the promotion you want to associate with a coupon code.
2. On the promotion's Availability tab, click Create Coupon.
3. Create a single coupon or a batch of coupon codes:

   Select Single Code to create a coupon with a one code, then enter the coupon code. (Each coupon code must be unique; you cannot use the same one for multiple promotions.)

   Select Batch of Codes to create a batch of unique coupon codes, then enter a prefix for the codes. (Each prefix must be unique; you cannot use the same one for multiple promotions.) Enter the number of coupon codes to create.

4. Enter the number of times a code can be used or select Unlimited to create a coupon or batch that has unlimited use during the time that the promotion is enabled.
5. Under Number of Uses Per Order, enter the number of times a shopper can redeem this promotion on a single order or select Unlimited to allow unlimited uses on a single order.
6. Click Create.

   Commerce creates the coupon or batch and displays options that let you further limit its use:

7. Select Registered Shoppers Only to restrict coupon redemption to registered shoppers. (See Understand the different types of shopper to learn the difference between registered and anonymous shoppers.)
8. Specify how many times (that is, on how many orders) a registered shopper can redeem the coupon. Under Grant to a registered shopper more than once, select No to limit the coupon to a single redemption or select Yes to let a registered shopper redeem the coupon more than once. If you select Yes, enter the number of valid orders on which a shopper can redeem the coupon.

   When you grant a coupon to a registered shopper more than once, Retail Digital Commerce adds a copy of the promotion to the the shopper's profile for every grant.

   Each grant applies to one order, not to one discount. If you entered a number greater than one for Number of Uses Per Order to allow the promotion to discount a single order multiple times, using the promotion on that order still counts as one grant.

View and Export Coupon Batches

You can view information about coupons within a coupon batch by exporting the batch to CSV format. The exported spreadsheet includes each code in the batch, the coupon’s ID, the prefix you specified for the codes, the maximum number of uses, and the promotion to which the coupon is assigned.

To view and export a coupon batch, follow these steps:

1. On the Promotions page, click the promotion whose coupon batch you want to export.
2. On the promotion’s Availability tab, the Export button next to the coupon code.
3. Follow your Web browser prompts to open or save the file.

Manage Promotions with Stacking Rules

Stacking rules prevent shoppers from taking advantage of unintended synergy among your promotions by combining certain offers.

This section includes the following topics:

• Understand stacking rules

• Create stacking rules

Understand Stacking Rules

Each stacking rule includes a number of promotions that you want to treat as a group. Rules are intended to prevent simple combination strategies, for example to keep customers from combining buy one get one offers with gift-with-purchase offers. In this example, you could add all your buy one get one promotions to one stacking rule and all your gift-with-purchase promotions to another. Then you specify that the buy one get one stacking rule cannot be combined with the gift-with-purchase rule.

Stacking rules have the following behavior:

• Each promotion can be associated with only one stacking rule. If a promotion is already part of a stacking rule and you add it to another, Commerce automatically removes it from the first rule.
• Within a stacking rule, promotions are applied in order, based on their priority. See Understand promotions for more information about promotion priority.
• If an order qualifies for more than one promotion, and those promotions are in mutually exclusive stacking rules, the promotion with the highest priority is applied, and all other promotions the order qualifies for are skipped.
• In addition to stacking rules, each promotion’s exclusion rules allow you to define individual promotions that cannot be combined with it. Exclusion rules override stacking rules. For example, if Promotion A excludes Promotion B, those promotions cannot be combined, even if they are in the same stacking rule or stacking rules that combine with each other. See Exclude promotions for more information.
• If a promotion has already been applied to an order and that promotion excludes another promotion, the excluded promotion cannot be re-included by any promotions that apply later in the pricing process.

Create Stacking Rules

To create a new stacking rule, follow these steps:

1. On the Promotions page, click Stacking Rules.
2. Click the New Rule button to display the details page for the rule.
3. Enter a name for the new rule.
4. Specify promotions to add to the rule.
   • Click Edit and select promotions to add to the rule. You can filter the list by typing or pasting some text in the Promotions box.

     The filter control matches letters or numbers that you type, wherever they appear in the name or ID, not just at the beginning. Usually, as you type more characters, there are fewer matches. When you see the item you want, select it.

   • Click Add Selected.
   • Click Done when you finish adding promotions to the rule.
5. Specify the maximum number of promotions that can be applied to an order from this rule. The default value is Unlimited.

   If you specify a maximum number of promotions, Commerce evaluates the rule’s promotions in order, based on their priority. See Understand promotions for more information about promotion priority.

6. Click the Create button.

Manage Upsell Messages

Upsell messages let you alert shoppers to promotions and show shoppers when they are close to fulfilling a promotion’s buy or spend condition.

For example, suppose your store is running a Gift with Item Purchase promotion that offers a free team scarf with every two jerseys from the same team shop. When a shopper begins checkout with a cart that contains one jersey, the cart page could display the following message: Wait! Buy one more jersey to get a free scarf! When the shopper adds a second jersey to the cart, the free gift is added and the message could change to: Enjoy your free scarf!

This section describes upsell messages and explains how to create them in the administration interface. To learn how to customize widgets and elements so you can display the messages on your storefront, see Set up promotion upsell messages. This section includes the following topics:

• Understand upsell messages
• Understand tags
• Create upsell messages
• Localize upsell messages
• Delete upsell messages

Understand Upsell Messages

Each promotion can have one set of upsell messages. Each set of upsell messages can contain one each of the following three types of messages:

• Not Qualified: This is a global message that alerts shoppers to a promotion. For example, Free US Flat Rate Shipping On Orders Over $75.
• Partially Qualified: This message appears when a shopper has partially qualified for the promotion. For example, Spend Just $10 More For Free Shipping!
• Success: This message appears when the shopper has qualified for the promotion. For example, Congratulations! Your Order Ships For Free!

Important:

If a promotion requires a coupon code, shoppers will not see any of its upsell messages, including the Not Qualified message, until they enter the coupon code in the shopping cart. See Add a coupon code to a promotion for more information about promotions that require coupons.

This section describes each type of upsell message you can create in the administration interface.

Not Qualified message

The Not Qualified message alerts shoppers to a promotion. You can show the message to all shoppers who can access the promotion, even if they have not yet started to qualify for it. Display a Not Qualified message where it can be easily seen by shoppers, for example, in a banner at the top of each page on your storefront.

Partially Qualified message

The Partially Qualified message appears when a shopper begins to qualify for the promotion. Partially Qualified messages are triggered by a value you specify, often called a closeness qualifier. For example, suppose a promotion offers free shipping when a shopper spends $75 anywhere in the store and you want to display the Partially Qualified message when a shopper places anything in their cart. Set this value to 1 to display the message when any item that costs $1 or more is added to the cart. To display the message only when a shopper needs to spend $25 or less to qualify for the promotion, set the value to 50.

Partially Qualified messages include variables that represent values to display in the message. When the message is displayed on the storefront, Retail Digital Commerce replaces the variables with the actual values that represent a shopper’s cart and its qualification for the promotion.

The following table describes each variable and lists the promotion templates for which it is available.

Variable	Description	Promotion Templates
{{AmountSpent}} {{AmountStillNeeded}}	{{AmountSpent}} specifies the shopper’s current qualifying spend amount. {{AmountStillNeeded}} specifies the minimum spend amount to qualify for the promotion minus the shopper’s current qualifying spend amount. Note: Retail Digital Commerce automatically adds the appropriate currency symbol and separator to the amounts specified by these variables.	Spend Y Get Gift with Purchase Spend Y in X Get Item Discount Spend Y in X Get Order Discount Spend Y for Order Discount Spend Y Get Shipping Discount Spend Y in X Shipping Discount
{{QuantityBought}} {{QuantityStillNeeded}}	{{QuantityBought}} specifies the number of qualifying items in the shopper’s cart. {{QuantityStillNeeded} specifies the minimum number of items to qualify for the promotion minus the number of qualifying items in the shopper’s cart.	Buy One Get One Gift With Item Purchase Buy X Get Order Discount Buy X Get Shipping Discount

For promotions whose Partially Qualified messages use the {{QuantityBought}} and {{QuantityStillNeeded}} variables, Retail Digital Commerce does not change the message text based on singular or plural quantities. For example, suppose a promotion offers 10% off with the purchase of three toys and the message displays when a shopper adds one toy to the cart. The message “Buy 2 more toys to get 10% off!” makes sense, but when the shopper adds a second toy to the cart, the message changes to “Buy 1 more toys to get 10% off!” A better message in this instance is one that accommodates one item or multiple items. For example, “Toy Sale! Buy {{QuantityStillNeeded}} more to get 10% off.”

You cannot create a Partially Qualified message for the following types of promotions, because they do not require buy or spend conditions:

• Get Item Discount
• Get Shipping Discount
• Gift with Item Purchase if the buy condition is set to Give Gift with Any Order.

Success message

The Success message lets a shopper know they have successfully qualified for the promotion. The success message is displayed when the shopper’s cart qualifies for the promotion.

Understand Tags

Tags are strings that establish a relationship between upsell messages and the widgets that will display them on your storefront. You add tags to upsell messages when you create them on a promotion’s Messaging tab. Then storefront developers add the tags to widgets and that will display the messages to shoppers.

You can assign one or more tags to a single upsell message. You can create and save a message without adding tags to it, but a message with no tags cannot be displayed on your storefront.

Once you create a tag, it is available to all upsell messages in all promotions. You can assign the same tag to more than one message, including messages for different promotions. This can be useful if, you create similar promotions for different audiences or different sites. For example, you can assign the tag home to Not Qualified messages you want to display on your store's Home page to alert shoppers to promotions. Similarly, you can assign the tag cart to Partially Qualified messages so shoppers can see how close they are to qualifying when they go to check out.

If you assign the same tag to all three of a promotion’s upsell messages, the messages replace each other on the storefront wherever the tag displays them. For example, suppose you assign the tag FreeShip to all three upsell messages for a promotion that offers free shipping to any shopper who spends $150 on a single order. You configure the Partially Qualified message so that it appears when the value of a shopper’s cart is at least $10. You add the FreeShip tag to a banner on your storefront. When a shopper arrives at the site, they see the Not Qualified message (FREE U.S. Flat Rate shipping when you spend $150). in the banner. When the shopper places an item priced at $49.99 in the cart, the Not Qualified message is replaced by the Partially Qualified message (Only $50.01 away from FREE U.S. Flat Rate shipping!). When the shopper places another item, priced at $75 in the cart, the Partially Qualified message is replaced by the Success message (Your order qualifies for FREE U.S. Flat Rate shipping!). If the shopper removes one of the items from the cart, the Success message is once again replaced by the Partially Qualified message.

For more information about how Retail Digital Commerce determines which messages to display for a specific tag, see Set up promotion upsell messages.

Keep the following in mind when you create tags:

• Tags are case sensitive; for example, Retail Digital Commerce treats banner and BANNER as two different tags.
• Do not use the following characters in tags: < > { } {{ }} “
• Tags must be published before widgets can use them on your storefront. See Publish Changes for more information.

You cannot delete tags in the administration interface. You must use the Admin API messageTags endpoints to delete tags. See Set up promotion upsell messages for more information.

Create Upsell Messages

This section describes how to create upsell messages and tags in the administration interface. To learn how to customize widgets and elements so you can display the messages on your storefront, see Set up promotion upsell messages.

You create the messages on a promotion’s details page, with an HTML editor called CKEditor. You can write, update, and apply rich-text formatting to upsell messages.

To create upsell messages for a promotion:

1. On a promotion’s details page, click Messaging.
2. Enter and format the text for each message type.
3. Create or select tags to add to each message.
   • Click the Tag box and begin typing to display a list of existing tags. You can filter the list by typing or pasting more text in the box.
   • To add a tag from the list, select it and press Enter.
   • To add a new tag, continue typing the text for the tag and then press Enter.
4. For Partially Qualified messages, enter an amount that will trigger display of the message.
5. Click Create to save the message.
6. Publish your changes.

If you edit a promotion, check its upsell messages to see if they need to be updated. Changing a promotion’s condition or offer without changing its upsell messages can cause unexpected results. For example, suppose a promotion offers free shipping when a shopper spends $100 and its Partially Qualified message is configured to appear when the shopper has spent $60. If you change the promotion’s condition to offer free shipping when the shopper spends $50, the unchanged Partially Qualified message might never appear, and when it does, it will present incorrect information.

Localize Upsell Messages

You can translate the text of Not Qualified, Partially Qualified, and Success messages the same way you translate other text that appears on your storefront. (See Translate store text for more information.) You cannot translate tags or the variables you use with Partially Qualified messages.

Retail Digital Commerce does not convert minimum spend amounts in promotions and upsell messages across different currencies your store supports. If your store supports multiple currencies, create a separate version of each minimum-spend promotion for each currency. See Understand currency-specific promotions for more information.

Delete Upsell Messages

You can delete one or more upsell messages from a promotion. Deleting a promotion also deletes its upsell messages. Deleting upsell messages does not delete any tags assigned to them. You must use the Admin API to delete tags. See Set up promotion upsell messages for more information about deleting tags.

To delete an upsell message from a promotion:

1. On a promotion’s details page, click Messaging.
2. Click the Delete icon for the message you want to delete.
3. Confirm that you want to delete the message.
4. Publish your changes.