Manage Promotions

Overview

Promotions and campaigns are an integral part of growing a digital commerce business. The platform provides business users with tools to create promotions and vouchers that can be applied either at the product line or order level, and targeted to specific customer segments.

They can be used to increase revenue, improve conversion rates, reward customer loyalty, attract first-time customers, or address customer support issues.

Configurable Promotions

The platform supports a wide range of configurable promotions. These are grouped by discount type below:

Percentage-Based Promotions

Promotion Type	Description
X% Off	Flat percentage discount
X% Off on Specific Date	Discount applies on a selected date
X% Off on Specific Time	Discount valid during specific hours
X% Off Between Dates/Times	Discount active over a set date range

Fixed Value ($$) Promotions

Promotion Type	Description
$$s Off	Flat value discount
$$s Off on Specific Date	Applies on a defined calendar date
$$s Off on Specific Time	Active during a selected time window
$$s Off Between Dates/Times	Valid over a date/time range

Multi-Buy Promotions

Promotion Type	Description
N for $$	Get N items for a fixed price
Buy X Save $$	Save a fixed value when purchasing X items
Buy One Get One Free (BOGOF)	Get one item free when purchasing another
Buy One Get Cheapest Free	Get the cheapest of selected items for free
Spend $$, Get Y Free	Free product on reaching a spend threshold
Buy X, Get % Off on Y	Discount on Y when X quantity is purchased

Note: All the above promotions can include additional conditions such as:

Brand

Category

Product(s)

Promo Code requirement

Auto-Apply (no code required)

Built-in Promotion Types

Promotion Type	Description
Value Discount (Percent/Price)	Simple promotion offering % or fixed value $$ discount
Buy 1 Get 1 Free	BOGOF promotion
Buy X Cheapest Free	Buy X number of items and get the cheapest one free
Buy X Get 50 Percent on Y	Buy X items and get the X percentage of discount on next item
X For Y Fixed Price	X items for a fixed price (e.g., 2 for $10)
Spend More Than 20 Get 1XX free	Spend threshold to receive a free item
Category-Wise Discounts	One promotion with different % or $$ discounts across categories
Tiered Discounts	Get 10% off on $100, 20% off on $200, etc.
Shipping Promo	Free shipping above a certain cart threshold
Service Charge	Reverse promotion to apply a service fee to specific products or orders
Subscription Signup	Free signup offers for subscription users
Subscription GWP	Free Gift as part of a subscription promotion
Adhoc Discount	Voucher based promotion to offer custom discount against each voucher
Third Party Promo

Generating Vouchers for Promotions

The Generate Vouchers functionality in CommerceHub allows you to create unique, non-sequential voucher or promotional codes that can be used across various marketing channels.

These vouchers are linked to a promotion configured in the system and can be tailored for different usage rules based on campaign needs.

Key Capabilities

Generate unique voucher codes in bulk.
Use vouchers for online or offline campaigns.
Align voucher use with specific promotions in the system.
Support for different usage rules:
- Assigned to a specific customer email
- Usable by any customer
- Single-use or multi-use configurations

Managing Voucher Batches

Once vouchers are generated, they are grouped into batches:

View all voucher batches, including the total number of vouchers generated.
Export batches for sharing with marketing partners or for external distribution.
Click into a batch to view the status of individual vouchers:
- Claimed or unclaimed
- Cancel specific vouchers if necessary

This flexible promotion engine enables business users to run targeted marketing campaigns, boost engagement, and drive sales across multiple customer touchpoints.

Common Terminologies across Promotions Types

The following terms and configuration options are common across all promotion types in CommerceHub and are essential for setting up promotional campaigns.

General Fields

Display Name: The name of the promotion visible on the website.
Coupon Code: The unique code users enter to apply the promotion.
Campaign Code: Internal reference text used for campaign tracking, grouping promotions on the website, or passing data for website consumption.

Application Scope

Applied At:
- Order Header: Applies to the entire order (e.g., flat $10 off).
- Order Line: Applies to specific product lines (e.g., BOGOF on a product).
Use With Other Code:
- Red: Cannot be combined with any other promotion.
- Amber: Can be combined only with other amber promotions.
- Green: Can be combined with both amber and green promotions.

Promotion Configuration

Promotion Group: Used for internal reference or to label campaigns, which can also be displayed on the website to highlight specific promotions.
- Example: “NewYear2025” campaign code to track and display New Year promotional offers.
Promotion Image: Optional image to display on the site.
Description: Descriptive text displayed on the website.
Promotion Message: Message shown to users during promotion or can be used for enrichment.
Promotion Additional Message: Secondary message if needed or can be used for enrichment.
Additional Info 8, 9, 10: Custom fields used to populate content on the website as needed. -These can be leveraged to display additional promotional details or messaging.
Date Range:
- From Date: Start date and time for promotion.
- To Date: End date and time for promotion.

Eligibility & Constraints

Payment Methods: Restrict promotion to specific payment types (e.g., 5% off on prepaid).
Order Quantity: Min–Max item count in the basket for eligibility.
Order Amount: Min–Max basket value required.
Max Discount: Cap on the total discount value (e.g., 10% off up to $100).
Data Set:
- Included Items: Products eligible for promotion.
- Excluded Items: Products excluded from promotion.
Active: Toggle to enable or disable the promotion.
One Time Only: Limit promotion to one-time use per user or order.
One Time For All: Apply only once per user account.

Product-Level Settings

Product Price Range: Product value can be set for promotions
- Min Product Price
- Max Product Price

Redemption Controls

Max No. of Redemptions Allowed: Limit on total redemptions.
Max Redemption Value Allowed: Cap on the total discount value across all uses.

Taxation

Is Taxable: Whether tax applies to the discounted amount.
Price Includes Tax: If enabled the discount amount includes applicable taxes.

Channel & Customer Targeting

Channels: Define where the promotion is applicable (Web, App, Store).
Customers:
- Included Customers: List of eligible customers.
- Excluded Customers: List of ineligible customers.
Customer Groups:
- Included Customer Groups: List of eligible customer groups
- Excluded Customer Groups: List of ineligible customers groups.

Display Logic

Show for Qualified Products Only: Show the promotion only when the basket meets the criteria.

CRO Message

Message: Message shown when promotion is applicable.
Success Message: Shown when basket qualifies for the promotion.

Available Variables for Messaging:

{differenceAmount}: Amount remaining for eligibility.
{benefitAmount}: Discount amount offered.
{promo.categoryName}: Name of the applicable category.
{promo.pctValue}: Discount percentage.
{applicableItemCount}: Number of eligible items.
{freeProductName}: Free product name offered.

Use this terminology as a reference while creating or managing promotions to ensure consistency and accuracy in configuration across the platform.

How to Create a Promotions

Promotions in CommerceHub can be easily created using the built-in promotion module. Business users can choose a promotion type, define discount logic, and apply conditions like product, category, or order value. Once configured, promotions can be activated immediately or scheduled for future campaigns.
Next section of the article covers how to create promotions based on their types:

Value Discount Promotion

The Value Discount promotion enables merchants to configure either percentage-based or fixed value discounts across products or orders. Designed with flexibility and precision targeting, it caters to a wide range of business use cases such as seasonal sales, flash discounts, member promotions, and clearance events.

Basic Information

Fill in the core details that define and govern the promotion.

Core Settings

Field	Description
Display Name	Name shown to customers
Coupon Code	Optional unique code for manual redemption
Campaign Code	Internal tracking identifier
Applied At	`OrderHeader` (cart-level) or `OrderLine` (item-level)

Compatibility Settings

Setting	Options
Use With Other Code	Red (High Restriction), Amber (Medium), Green (Low)

Promotion Group

Choose the category for promotion grouping:

Flash
Clearance
Offer

Control Flags

Option	Description
Auto Apply	Automatically apply the promotion
Allow Anonymous Users	Available for guest checkouts
Exclude Markdown Products	Prevent discount on already marked-down items
Exclude Full Price Products	Prevent discount on non-discounted items
Allow Voucher Multiple Time	Redeem the same code multiple times
Badge Display	Display badge on eligible items
Allow Member Only	Restrict promotion to logged-in users
Exclude Qty Break	Exclude items using quantity break pricing

Additional Controls

Field	Description
Voucher Validity Days	Duration for voucher usage
Return Exchange Options	None, AllowReturn, AllowExchange, AllowBoth
Category Type	None, Standard, Membership, Referral
Priority Setting	Numerical value for application priority

Media and Messaging

Promotion Image Upload
Promotion Message (primary)
Additional Messages: Info 8, Info 9, Info 10

Payment Method Integration

Supported platforms:

All active payments methods/ PSP

Discount Detail Configure the core discount rules and control parameters.

Discount Type

Option	Description
Percentage Off	Discount by % of order or product value
Amount Off	Fixed amount discount (INR)

Scheduling

Field	Description
From/To Dates	Duration of the promotion
Schedule Discount	Enable scheduling logic

Order Parameters

Field	Description
Quantity Threshold	Minimum and maximum item count for eligibility
Order Amount Range	Range for total cart value (INR)

Discount Controls

Field	Description
Max Discount Amount	Upper cap on applied discount (INR)
Notes	Internal notes or description
New Promotion Name	Alternate/alias name
Status Tracking	Manage promotion lifecycle status
Search Feed Generation	Enable for search optimization

Data Set Define the target segments for applying or excluding discounts.

Inclusion Rules

Category	Description
Logical Operator	`AND` / `OR`
Products	Select SKUs or bulk upload supported
Brands	Target by brand
Sub Brands	Segment under brand
Item Categories	Apply to product categories
Item Groups	Target predefined product groups

Exclusion Rules Use same categories as above to exclude specific products or segments.

Configurations Control where, when, and how the promotion is used.

Activation Controls

Field	Description
Active Status	Toggle promotion live status
One Time Only	Restrict to one-time use per user
One Time For All	Apply once platform-wide

Price Range Parameters

Field	Description
Min Product Price	Minimum price per item (INR)
Max Product Price	Maximum price (INR)

Time Settings

From/To date range for campaign period

Redemption Limits

Field	Description
Max No. of Redemptions	Total allowed redemption count
Max Redemption Value	Total discount value allowed (INR)

Tax Configuration

Field	Description
Is Taxable	Toggle tax applicability
Price Includes Tax	Set if tax is included in product price

Channel Availability Enable or disable the promotion across:

App
Web
Store
Phone
MarketPlace
ThirdPartySSO
Email
POS

Country Configure location-specific behavior.

Geographic Targeting

Setting	Description
Country Specific	Enable location-based targeting
Multi-country Support	Select multiple regions

Localization

Support for locale-specific content (e.g., en-GB, fr-FR, de-DE)

CRO Message Configure promotional communication displayed on product pages or during checkout.

Setting	Description
Failure Message	Displayed when promotion isn't applicable
Promotional Content	Highlight key offer details
Show For Qualified Products	Display messages only for eligible items
Localization Support	Enable language-specific content customization

Buy 1 Get 1 Free Promotion

This promotion is ideal for driving higher order volumes, increasing AOV, engaging customer segments, and supporting short-term or ongoing marketing objectives with measurable results.

The Buy 1 Get 1 Free promotion allows you to configure flexible rules and conditions to offer an additional item for free when a specific product is purchased. This documentation outlines the configuration options organized into five key segments.

Basic Information Fill the essential details to define the promotion.

Core Settings

Field	Description
Display Name	Name shown to customers
Coupon Code	Unique redemption code for customers
Campaign Code	Internal tracking identifier
Applied At	`OrderHeader` or `OrderLine` level application

Usage Controls

Field	Description
Use With Other Code	Controlled via Traffic Light System:
	- Red: Strict restrictions
	- Amber: Moderate restrictions
	- Green: Flexible combinations

Promotion Settings

Setting	Description
Promotion Group	Select from Flash / Clearance / Offer
Auto Apply	Apply promotion automatically
Allow Anonymous Users	Enable for guest checkout users
Exclude Markdown Products	Prevent usage on discounted items
Exclude Full Price Products	Exclude full-priced items
Allow Multiple Usage	Allow repeated use of voucher
Voucher Validity Days	Set duration in days for voucher validity
Badge Display	Show badge on eligible products
Allow Member Only	Restrict to logged-in or member users
Exclude Qty Break	Ignore quantity break pricing logic

Additional Configuration

Field	Options
Return/Exchange	None, Allow Return, Allow Exchange, Both
Category Type	Standard, Membership, Referral
Priority	Numerical priority (higher value = higher precedence)
Promotion Image Upload	Upload promotional banner
Messages	Primary, Additional, and up to 10 Info Fields

Payment Methods Configure restrictions by payment method if required.

Data Set

Define inclusion and exclusion rules for products, brands, and categories.

Included Items

Field	Options / Description
DataSet Operator	Logical operator: `AND` / `OR`
Categories	Products (Bulk SKU upload), Brands, Sub-Brands, Item Categories, Item Groups

Excluded Items Same fields as above, applied for exclusion logic.

Discounted Items

Field	Description
Free Product Toggle	Enable selection of free item
Eligible Categories	Define categories for B1G1 eligibility: Products, Brands, Sub-Brands, Item Categories, Item Groups

Configurations

Fine-tune how and where the promotion should be applied.

Status Settings

Field	Options
Active Status	Enable or disable the promotion
Usage Restriction	One Time Only / One Time for All

Price Controls

Field	Description
Min Product Price	Minimum price of items (GBP)
Max Product Price	Maximum price (GBP)
Max Redemption Count	Total allowed redemptions
Max Redemption Value	Total value threshold for redemptions

Tax Settings

Field	Description
Is Taxable	Enable if the promotion is taxable
Price Includes Tax	Specify if price includes tax

Channel Availability Define where this promotion is active:

App
Web
Store
Phone
MarketPlace
ThirdPartySSO
Email
POS

Customer Management

Category	Fields
Included Customers	Specific customer inclusion list
Excluded Customers	Specific exclusion list
Customer Groups	Included Groups, Excluded Groups

Country Configure country-specific settings and content.

Geographic Settings

Field	Description
Country Specific	Toggle for enabling country restrictions
Country List	Select applicable countries
Localization Support	Define languages (e.g., `en-GB`)
Country-specific Fields	Names, Failure Messages, Custom Content

CRO Message Define communication and display rules for CRO-related messaging.

Message Configuration

Field	Description
CRO Message Toggle	Enable message display
Show For Qualified Products	Show only if product qualifies
Components	Name, Failure Message, Content

Display Rules

Rule Category	Options
Visibility Conditions	Display only under certain logic
Targeting Options	Based on customer, device, etc.

This structured documentation enables smooth configuration and management of Buy 1 Get 1 Free promotions across all supported platforms and channels.

Buy X Cheapest Free Promotion

The Buy X, Cheapest Free promotion enables merchants to offer discounts where the customer gets the lowest-priced item free after purchasing a specified number of items. This feature is ideal for increasing order value, driving volume sales, and moving selective inventory.

Basic Information Fill in the core configuration details for the promotion.

General Settings

Field	Description
Display Name	Name displayed to customers
Coupon Code	Optional unique redemption code
Campaign Code	Internal tracking identifier
Applied At	`OrderHeader` (cart level) or `OrderLine` (product level)

Compatibility Controls

Setting	Options
Use With Other Code	Traffic Light System: - Red: Strict - Amber: Moderate - Green: Flexible

Key Settings

Option	Description
Auto Apply	Apply automatically without coupon
Allow Anonymous Users	Allow guest users to use promotion
Exclude Markdown Products	Exclude already discounted items
Exclude Full Price Products	Exclude full-priced items
Allow Voucher Multiple Time	Allow repeated redemption
Badge Display	Show badge on product
Allow Member Only	Restrict to registered users
Exclude Qty Break	Disable application on quantity break pricing

Additional Controls

Field	Description
Return/Exchange	None, Allow Return, Allow Exchange, Both
Category Type	Standard, Membership, Referral
Priority	Numeric value for precedence
Promotion Image Upload	Upload visual banner
Custom Messages	Primary, Additional, Info fields
Payment Restrictions	Limit promotion to specific payment methods

Discount Detail

Configure discount rules and thresholds.

Field	Description
Bought Quantity	Minimum number of items required to activate
Quantity Range	Min and Max quantity thresholds
Order Amount Range	Minimum and maximum order value thresholds
Multi-Currency Support	Support for GBP / USD / EUR

Data Set Define inclusion and exclusion rules for applicable items.

Inclusion Rules

Category	Description
Logical Operator	Apply `AND` / `OR` rules
Products	Specify SKUs directly or via bulk upload
Brands	Include specific brands
Sub Brands	Include brand subsets
Item Categories	Target product categories
Item Groups	Group-based inclusion

Exclusion Rules Use the same categories to restrict specific products or segments.

Configurations Set promotion-level controls and availability.

Activation

Field	Description
Active Status	Enable or disable the promotion
Usage Limitations	One Time Only / One Time For All

Price Control & Limits

Field	Description
Min Product Price	Minimum value of eligible products
Max Product Price	Maximum value
Max Redemption Count	Limit on total redemptions
Max Redemption Value	Limit on total promotional value

Tax Settings

Setting	Description
Is Taxable	Enable if subject to tax
Price Includes Tax	Whether displayed prices include tax

Channel Availability Enable promotion across supported platforms:

App
Web
Store
Phone
MarketPlace
ThirdPartySSO
Email
POS

Country Target the promotion geographically and with localization support.

Field	Description
Country-Specific Toggle	Enable targeting by country
Country Selection	Select from supported countries
Localization	Support for en-GB, fr-FR, de-DE etc.
Country Content	Names, failure messages, localized text

CRO Message Manage how the promotion is communicated to users.

Message Configuration

Field	Description
CRO Message Toggle	Enable promotional messaging
Show For Qualified Only	Limit to qualified products
Message Components	Name, Failure Message, Promotional Content
Language-specific Support	Customize messages per locale

This structured documentation ensures that Buy X, Cheapest Free promotions are configured consistently, scale effectively, and deliver the intended business value with minimal operational overhead.

X For Y Fixed Price Promotion

The X For Y Fixed Price promotion enables merchants to offer customers a specific quantity (X) of eligible items for a fixed price (Y), regardless of their original prices. This strategy is ideal for bundling, inventory clearance, and creating attractive volume offers.

Basic Information Fill in the core details that define and govern the promotion.

Core Settings

Field	Description
Display Name	Name shown to customers
Coupon Code	Optional unique code for manual redemption
Campaign Code	Internal tracking identifier
Applied At	`OrderHeader` (cart-level) or `OrderLine` (item-level)

Compatibility Settings

Setting	Options
Use With Other Code	Red (High Restriction), Amber (Medium), Green (Low)

Control Flags

Option	Description
Auto Apply	Automatically apply the promotion
Allow Anonymous Users	Available for guest checkouts
Exclude Markdown Products	Prevent discount on already marked-down items
Exclude Full Price Products	Prevent discount on non-discounted items
Allow Voucher Multiple Time	Redeem the same code multiple times
Badge Display	Display badge on eligible items
Allow Member Only	Restrict promotion to logged-in users
Exclude Qty Break	Exclude items using quantity break pricing

Additional Controls

Field	Description
Return Exchange Options	None, AllowReturn, AllowExchange, AllowBoth
Category Type	None, Standard, Membership, Referral
Priority Setting	Numerical value for application priority
Promotion Image	Upload media for campaign display
Custom Messages	Primary and auxiliary promotional content

Fixed Price Detail Configure the X-for-Y rules for bundle pricing.

Bundle Configuration

Field	Description
Required Quantity	Quantity of items (X) required for bundle
Fixed Price Amount	Fixed price amount (Y)
Currency Selection	Select applicable currency (e.g. INR/USD)

Quantity Parameters

Field	Description
Minimum Purchase Quantity	Lower limit for eligible bundle
Maximum Purchase Quantity	Upper limit for bundle application

Price Controls

Field	Description
Minimum Order Amount	Minimum order value for eligibility
Maximum Order Amount	Upper cap for qualifying orders
Multi-currency Support	Support for EUR, GBP, USD

Discount Calculation

Field	Description
Fixed Price Distribution	Allocation logic among eligible items
Tax Calculation Method	Inclusive or exclusive of tax
Rounding Rules	Specify rounding behavior for split pricing

Data Set Define the eligible product sets for inclusion or exclusion.

Inclusion Rules

Category	Description
Logical Operator	`AND` / `OR`
Products	Select SKUs or bulk upload supported
Brands	Target by brand
Sub Brands	Segment under brand
Item Categories	Apply to product categories
Item Groups	Target predefined product groups

Exclusion Rules Use the same structure as inclusion to exclude specific products or segments. Supports complex combinations and override logic.

Data Set Operators

Combine multiple inclusion/exclusion sets using AND / OR
Handle multi-dimensional segmentation via rule nesting

Configurations Control redemption logic and platform-specific behavior.

Activation Controls

Field	Description
Active Status	Toggle promotion live status
One Time Only	Restrict to one-time use per user
One Time For All	Apply once platform-wide

Price Range Parameters

Field	Description
Min Product Price	Minimum price per item (INR)
Max Product Price	Maximum price (INR)

Redemption Limits

Field	Description
Max No. of Redemptions	Total allowed redemption count
Max Redemption Value	Total discount value allowed (INR)

Channel Availability Enable or disable the promotion across:

App
Web
Store
Phone
Marketplace
ThirdPartySSO
Email
POS

Country Configure country-specific rules and localization.

Geographic Targeting

Setting	Description
Country Specific	Enable location-based targeting
Region Specifics	Define behavior for states/provinces

Localization

Language support for messages and UI (en-GB, fr-FR, etc.)
Currency formatting and price display
Local tax and rounding behavior

CRO Message Configure communication to enhance promotion clarity.

Marketing Messages

Message Type	Description
Success Messages	Confirmation of eligible promotion use
Failure Messages	Displayed when criteria not met
Qualification Messages	Shown to suggest how to qualify

Display Rules

Rule	Description
Show For Qualified Products	Display messages only for eligible items
Message Placement	Product page, cart, or checkout
Dynamic Content	Enable contextual messaging

Spend More & Get Free Promotion

The "Spend More Than X Get Y Free" promotion incentivizes higher order value by offering customers free products when their purchase exceeds a defined threshold. For example, spending more than £20 qualifies a customer for a free item.

Basic Information

Set up the foundational information for the promotion.

Core Settings

Field	Description
Display Name	Customer-facing name (e.g., "Spend more than £20 & get 1xx free")
Coupon Code	Optional manual redemption code
Campaign Code	Internal tracking identifier
Applied At	`OrderHeader` (cart-level) or `OrderLine` (item-level)

Promotion Controls

Option	Description
Auto Apply	Automatically apply the promotion
Allow Anonymous Users	Available for guest users
Exclude Markdown Products	Skip already discounted products
Exclude Full Price Products	Skip full-price products
Allow Multiple Redemptions	Allow repeated use of promo
Badge Display Options	Visual badges for qualifying items
Member-Only Restrictions	Restrict to registered customers only
Quantity Break Exclusions	Exclude quantity break-priced items

Business Rules

Field	Options
Return/Exchange Options	None, AllowReturn, AllowExchange, AllowBoth
Category Type	Standard, Membership, Referral
Priority Setting	Numerical value between 1–100

Visual Elements

Promotion Image Upload
Badge Configuration
Display Messages

Spend & Get Detail Define spend threshold and reward logic.

Spending Threshold

Field	Description
Minimum Spend	E.g., £20
Currency Support	GBP, EUR, USD

Reward Configuration

Field	Description
Free Item Selection	Define reward products
Quantity Limits	Maximum free item count per redemption
Value Restrictions	Limit free item value

Order Parameters

Field	Description
Quantity Range	From/To quantity eligibility
Amount Range	From/To spend eligibility
Multi-buy Rules	Rules for applying multiple times if allowed

Calculation Rules

Field	Description
Pre/Post-tax Application	Whether spend calculation includes tax
Shipping Cost Inclusion	Include shipping in spend calculation
Discount Distribution	Logic for allocating value

Data Set Define inclusion and exclusion for qualified products and free items.

Qualifying Products

Category	Description
Product Selection	Select SKUs or bulk upload supported
Brands	Brand-level inclusion
Sub Brands	Sub-brand logic
Categories	Category mapping
Item Groups	Grouped product sets

Free Item Pool

Field	Description
Eligible Products	Define reward items
Value Restrictions	Cap value of free products
Stock Management	Inventory availability check

Exclusion Rules

Category	Description
Product Exclusions	Exclude specific SKUs
Brand Restrictions	Exclude brands
Category Limitations	Block certain categories

Data Set Operations

Use AND/OR logic to combine conditions
Handle complex rule-building and exceptions

Configurations Control promotion behavior across scenarios and platforms.

Activation Settings

Field	Description
Start/End Dates	Campaign validity period
Active Status	Enable/disable the promotion
One-Time Usage	Restrict per-user redemption
Redemption Limits	Global cap on redemptions

Price Controls

Field	Description
Min Product Price	Minimum eligible product price (INR/£)
Max Product Price	Maximum price of qualifying items
Free Item Value Caps	Cap value of free items

Channel Management Enable or disable promotion per platform:

App
Web
Store
Phone
Marketplace
Third-party SSO
Email
POS

Customer Targeting

Segment	Description
Included Customer Groups	Whitelist by group
Excluded Customer Groups	Blacklist by group
Member Tiers	Apply to specific membership levels
New vs Existing Customers	Target by customer lifecycle stage

Country Enable location-aware logic for the promotion.

Geographic Rules

Field	Description
Country-Specific Activation	Enable by country
Regional Variations	Vary logic by state/region
Market-Specific Pricing	Localized price logic

Localization

Language customization (e.g., en-GB, fr-FR)
Currency display rules
Compliance with local regulations

Shipping Rules

Setting	Description
Eligible Countries	Countries where promo applies
Shipping Method Restrictions	Limit promo to specific shipping types
Delivery Options	Control delivery methods allowed

CRO Message Configure promotional messaging logic.

Customer Communication

Message Type	Description
Qualification Messages	Encourage spend-up
Progress Updates	Show cart progress toward threshold
Success Notifications	Confirm eligibility
Failure Alerts	Indicate unmet criteria

Display Rules

Rule	Description
Message Placement	Where messages appear (cart/product/checkout)
Timing	When to show messaging
Dynamic Content	Enable contextual messages
A/B Testing	Support variant testing for effectiveness

This promotion is highly effective for increasing basket size, introducing new products, managing inventory, and improving loyalty and conversion rates across different customer segments.

Shipping Promotion

The Shipping Promotion is a specialized promotional type that provides customers with free or discounted shipping based on defined order criteria. It is designed to drive conversions, reduce cart abandonment, and enhance customer satisfaction through optimized delivery incentives.

Basic Information

Define the essential configuration of the shipping promotion.

Core Settings

Field	Description
Display Name	Customer-facing promotion name
Coupon Code	Optional code for manual redemption
Campaign Code	Internal tracking identifier
Applied At	`OrderHeader` (cart-level) or `OrderLine` (item-level)

Promotion Group Options

Flash
Clearance
Offer

Control Flags

Option	Description
Auto Apply	Automatically apply the promotion
Allow Anonymous Users	Available to guest users
Exclude Markdown Products	Exclude already discounted products
Exclude Full Price Products	Exclude full-price items
Split Shipping Discount	Split shipping discount across order lines
Allow Voucher Multiple Time	Allow code usage more than once
Badge Display	Display badge on qualifying items
Allow Member Only	Restrict to registered customers
Exclude Qty Break	Exclude from quantity-break pricing

Additional Controls

Field	Description
Voucher Validity Days	Duration in days for voucher applicability
Return Exchange	None, AllowReturn, AllowExchange, AllowBoth
Category Type	Standard, Membership, Referral
Priority Setting	Numeric priority (lower = higher precedence)

Payment Method Integration

Supported platforms:

COD
PayPal
Klarna
Checkout ApplePay
Clearpay
Stripe
Checkout

Shipping Promo Detail

Set rules and discounts related to shipping methods.

Shipping Methods

Method	Cost
Next Day Delivery	£6.99
Click and Collect	£0.00
Standard Shipping	£9.99
Standard 2–4 Days Delivery	£0.00
Price on Request	£0.00

Discount Configuration

Field	Description
Shipping Promo Charge	Charge applicable after discount
Discount Percent	Discount percentage on shipping

Order Parameters

Field	Description
Quantity Range	Minimum and maximum quantity limits
Order Amount Range	Min/Max cart value for eligibility
Currency Support	GBP, EUR, USD

Data Set

Define target or exclusion groups for the promotion.

Inclusion Rules

Segment	Description
Products	Select or bulk upload eligible SKUs
Brands	Target specific brands
Sub Brands	Sub-division of brands
Categories	Product category-based targeting
Item Groups	Predefined product sets

Exclusion Rules

Same fields as inclusion (Products, Brands, Categories, etc.)
Use for exceptions or exclusions

Data Set Operators

Combine conditions using AND/OR
Support complex logical rules and exception handling

Configurations

Control where and how the promotion is activated and applied.

Activation Controls

Field	Description
Active Status	Enable/disable the promotion
One Time Only	Restrict to single-use per customer
One Time For All	Apply once globally per promotion

Price Range Parameters

Field	Description
Min Product Price	Minimum eligible item price
Max Product Price	Maximum price for eligible items

Redemption Limits

Field	Description
Max No of Redemptions	Global redemption cap
Max Redemption Value	Cap on total value given via promo

Tax Settings

Field	Description
Is Taxable	Whether promotion is subject to tax
Price Includes Tax	Whether prices shown are tax-inclusive

Channel Availability

Enable or disable across sales channels:

App
Web
Store
Phone
MarketPlace
ThirdPartySSO
Email
POS

Customer Management

Field	Description
Included Customers	Whitelist specific customer IDs
Excluded Customers	Blacklist specific customer IDs
Included Groups	Eligible customer groups
Excluded Groups	Excluded customer groups

Country

Configure geography-specific behavior.

Geographic Coverage

Promotion availability across:

United Kingdom
United States
EU countries
Australia
Canada
Others

Localization Support

en-GB
fr-FR
de-DE

CRO Message

Configure promotional messaging for customers.

Marketing Messages

Type	Description
Message Content	General promotional copy
Success Message	Confirmation on meeting criteria
Failure Message	Shown when criteria not met

Display Options

Option	Description
Show For Qualified Only	Only display to eligible customers
Available Variables	`{differenceAmount}`, `{benefitAmount}`, `{promo.categoryName}`, `{promo.pctValue}`, `{applicableItemCount}`, `{freeProductName}`

Variable	Description
`{differenceAmount}`	The remaining amount the customer needs to spend to qualify for the promotion (e.g., "Spend £5 more to get free shipping").
`{benefitAmount}`	The monetary value of the benefit the customer will receive (e.g., "You save £6.99 on shipping").
`{promo.categoryName}`	The name of the promotional category or group (e.g., "Free Shipping", "Holiday Express").
`{promo.pctValue}`	The percentage value of the discount applied in the promotion (e.g., "Get 100% off on delivery").
`{applicableItemCount}`	Number of items in the cart that qualify for the promotion. Helps display quantity-based messaging.
`{freeProductName}`	The name of the free product or reward item associated with the promotion (if any).

Buy X Get 50% Off on Y Promotion

The Buy X Get 50% Off on Y promotion enables merchants to offer a 50% discount on specific products (Y) when a qualifying quantity of other products (X) is purchased. It helps drive cross-category sales, move inventory strategically, and boost average order value.

Basic Information

Define essential configuration and rules for the promotion.

Core Settings

Field	Description
Display Name	Customer-facing promotion name
Coupon Code	Optional redemption code
Campaign Code	Internal tracking identifier
Applied At	`OrderHeader` (cart-level) or `OrderLine` (item-level)

Promotion Group

Flash
Clearance
Offer

Control Flags

Option	Description
Auto Apply	Automatically applies the promotion
Allow Anonymous Users	Available for guest users
Exclude Markdown Products	Exclude discounted/marked-down items
Exclude Full Price Products	Exclude full-price items
Allow Voucher Multiple Time	Allows multiple uses of the code
Badge Display	Badge display on eligible products
Allow Member Only	Restricts promotion to registered users only
Exclude Qty Break	Excludes items under quantity break pricing

Additional Controls

Field	Description
Voucher Validity Days	Duration for voucher usability
Return Exchange	None, AllowReturn, AllowExchange, AllowBoth
Category Type	Standard, Membership, Referral
Priority Setting	Application order priority (lower value = higher)

Payment Method Integration

Supported platforms:

COD
PayPal
Klarna
Checkout ApplePay
Clearpay
Stripe
Checkout

Discount Detail

Configure the core rules behind the Buy X, Get Y discount.

Purchase Requirements

Field	Description
Buy Quantity (X)	Quantity required to qualify for the discount
Discount Percentage	Fixed discount set to 50% on product Y
Order Qty Type	Both, Even, Odd – determines qualification logic

Order Parameters

Field	Description
Quantity Range	Minimum and maximum eligible quantities
Order Amount Range	Cart value threshold to trigger promotion
Currency Support	Multi-currency enabled (EUR / GBP / USD)

Data Set

Define the products involved in the promotion.

Inclusion Rules

Qualifying Products (X)

Segment	Description
Products	Select SKUs or bulk upload
Brands	Target by brand
Sub Brands	Segment under brand
Item Categories	Category-based targeting
Item Groups	Predefined product groups

Discounted Products (Y)

Segment	Description
Products	Eligible discounted products
Brands	Brands eligible for 50% discount
Categories	Product category mapping
Groups	Group-based targeting

Exclusion Rules

Same fields as inclusion, used to restrict products or segments.

Data Set Operators

Logical AND / OR between rule sets
Support complex targeting logic

Configurations

Control the scope and conditions of the promotion.

Activation Controls

Field	Description
Active Status	Enable or disable the promotion
One Time Only	Single-use per customer
One Time For All	Single-use globally per promo

Price Range Parameters

Field	Description
Min Product Price	Minimum product value (per item)
Max Product Price	Maximum item value
Currency Support	Support for GBP, USD, EUR

Redemption Limits

Field	Description
Max No. of Redemptions	Limit on total redemptions
Max Redemption Value	Cap on total discount value (across all users)

Tax Settings

Field	Description
Is Taxable	Toggle to apply tax
Price Includes Tax	Toggle if product price includes tax

Channel Availability

Enable/disable per platform:

App
Web
Store
Phone
MarketPlace
ThirdPartySSO
Email
POS

Customer Management

Segment	Description
Included Customers	Customer ID allowlist
Excluded Customers	Customer ID denylist
Included Groups	Customer group allowlist
Excluded Groups	Customer group denylist

Country

Geographic Targeting

Setting	Description
Country Specific	Toggle to restrict promotion by location
Multi-country Support	Include EU, North America, APAC, Middle East

Localization Support

en-GB
fr-FR
de-DE

CRO Message

Control what messages are shown to customers.

Marketing Messages

Message Type	Purpose
Message Content	General description shown on eligible products
Success Message	Confirmation when user qualifies
Failure Message	Alert when criteria not met

Display Options

Field	Description
Show For Qualified Products	Show message only if item is eligible
Available Variables	`{differenceAmount}`, `{benefitAmount}`, `{promo.categoryName}`, `{promo.pctValue}`, `{applicableItemCount}`, `{freeProductName}`

Variable	Description
`{differenceAmount}`	The remaining amount the customer needs to spend to qualify for the promotion (e.g., "Spend £5 more to get free shipping").
`{benefitAmount}`	The monetary value of the benefit the customer will receive (e.g., "You save £6.99 on shipping").
`{promo.categoryName}`	The name of the promotional category or group (e.g., "Free Shipping", "Holiday Express").
`{promo.pctValue}`	The percentage value of the discount applied in the promotion (e.g., "Get 100% off on delivery").
`{applicableItemCount}`	Number of items in the cart that qualify for the promotion. Helps display quantity-based messaging.
`{freeProductName}`	The name of the free product or reward item associated with the promotion (if any).

Service Charge Promotion

The Service Charge Promotion allows merchants to apply fixed or variable service charges to orders. It supports flexible application based on order amount, quantity, product groupings, and customer segments. This is ideal for premium handling, packaging, regional services, or tiered service fees.

Basic Information

Define the essential configuration and rules for service charge setup.

Core Settings

Field	Description
Display Name	Name of the service charge promotion
Coupon Code	Optional code to activate the service charge
Campaign Code	Internal identifier for tracking
Applied At	`OrderHeader` (cart-level) or `OrderLine` (item-level)

Compatibility Settings

Level	Description
Red	High restriction
Amber	Medium restriction
Green	Low restriction

Control Flags

Option	Description
Auto Apply	Automatically applies the service charge
Allow Anonymous Users	Available to guest users
Exclude Markdown Products	Skip discounted/marked-down items
Exclude Full Price Products	Skip full-priced items
Allow Voucher Multiple Time	Allows multiple uses
Badge Display	Visual badge for applicable service
Allow Member Only	Restricts to registered users
Exclude Qty Break	Ignores qty break pricing

Additional Controls

Field	Description
Voucher Validity Days	Days until voucher expires
Return Exchange	None, AllowReturn, AllowExchange, AllowBoth
Category Type	Standard, Membership, Referral
Priority Setting	Controls priority relative to other promotions

Payment Method Integration

Supported platforms:

COD
PayPal
Klarna
Checkout ApplePay
Clearpay
Stripe
Checkout

Service Charge Detail

Configure service charge value, calculation type, and threshold conditions.

Charge Configuration

Field	Description
Apply Multiple Service Promo	Toggle to allow stacking charges
Discount Type	Fixed or Variable

Variable Options

ValuePerUnit
ValuePerLine
ValuePerOrder

Fixed Options

Currency	Amount
GBP	e.g. £2.99
EUR	e.g. €3.50
USD	e.g. $3.99

Service Charge Controls

Field	Description
Minimum Service Charges	Minimum service fee to apply
Minimum Service Cost	Cost floor for service charges
Percentage Off Options	Apply as % based on subtotal

Order Parameters

Field	Description
Quantity Range	Minimum and maximum quantity range
Order Amount Range	Order subtotal thresholds (supports multi-currency)

Data Set

Determine product or category scope for service charges.

Inclusion Rules

Segment	Description
Products	Specific SKUs / bulk upload
Brands	Brand-specific application
Sub Brands	Narrow brand segments
Item Categories	Product categories
Item Groups	Predefined product groups

Exclusion Rules

Same options as inclusion, used to exclude segments.

Data Set Operators

Logical AND / OR support
Complex combinations and multi-condition handling

Configurations

Manage promotion visibility, price rules, and targeting.

Activation Controls

Field	Description
Active Status	Enable/disable the service charge
One Time Only	Limit once per customer
One Time For All	Limit globally for promotion

Price Range Parameters

Field	Description
Min Product Price	Product price threshold
Max Product Price	Maximum item value
Currency Support	EUR / GBP / USD supported

Time Settings

Field	Description
Valid From	Start date
Valid To	End date

Channel Availability

Enable/disable per platform:

App
Web
Store
Phone
MarketPlace
ThirdPartySSO
Email
POS

Customer Targeting

Segment	Description
Included Customers	Apply to selected customer list
Excluded Customers	Skip for selected customer list
Included Groups	Eligible customer groups
Excluded Groups	Group-level restrictions

Country

Geographic Targeting

Setting	Description
Country Specific	Restrict by country
Multi-country Support	EU, North America, APAC, etc.

Localization Support

en-GB
fr-FR
de-DE
Currency and regional formatting enabled

CRO Message

Manage promotional messaging for customer awareness and conversion optimization.

Marketing Messages

Message Type	Purpose
Message Content	Description of the applied service charge
Success Message	Confirmation when criteria are met
Failure Message	Notification when criteria are not satisfied

Display Options

Field	Description
Show For Qualified Products	Display only when applicable
Available Variables	`{differenceAmount}`, `{benefitAmount}`, `{promo.categoryName}`, `{promo.pctValue}`, `{applicableItemCount}`, `{freeProductName}`

Variable	Description
`{differenceAmount}`	The remaining amount the customer needs to spend to qualify for the promotion (e.g., "Spend £5 more to get free shipping").
`{benefitAmount}`	The monetary value of the benefit the customer will receive (e.g., "You save £6.99 on shipping").
`{promo.categoryName}`	The name of the promotional category or group (e.g., "Free Shipping", "Holiday Express").
`{promo.pctValue}`	The percentage value of the discount applied in the promotion (e.g., "Get 100% off on delivery").
`{applicableItemCount}`	Number of items in the cart that qualify for the promotion. Helps display quantity-based messaging.
`{freeProductName}`	The name of the free product or reward item associated with the promotion (if any).

This promotion is ideal for recovering costs on premium services, managing delivery overheads, and introducing flexible fee structures across order channels and customer types.

The Subscription Signup Promotion is designed to encourage customers to enroll in subscription plans by offering targeted incentives and flexible configuration. It supports recurring payment models, trial periods, and multi-tier plans tailored to various markets.

Basic Information

Core Settings

Field	Description
Display Name	Customer-facing promotion name for subscription
Coupon Code	Optional code required to trigger the promotion
Campaign Code	Internal reference to track the promotion
Applied At	`OrderHeader` (cart-level) or `OrderLine` (item-level)

Promotion Controls

Option	Description
Auto Apply	Auto-apply subscription offer to eligible users
Allow Anonymous Users	Allow guests to use the promotion
Exclude Markdown Products	Avoid applying on marked-down items
Exclude Full Price Products	Avoid applying on full-price products
Allow Multiple Subscriptions	Enable multi-subscription enrollment
Badge Display	Show subscription badge on eligible items
Allow Member Only	Restrict to logged-in users
Exclude Qty Break	Avoid usage when quantity-based pricing applies

Business Rules

Field	Description
Subscription Validity	Duration the subscription remains active
Return/Exchange Options	`None`, `AllowReturn`, `AllowExchange`, `AllowReturnAndExchange`
Category Type	`Standard`, `Membership`, `Referral`
Priority Setting	Determines execution priority of the rule

Payment Integration

Supported Payment Methods
Credit Card
Direct Debit
PayPal
Stripe
Digital Wallets
Other Gateways

Subscription Detail

Plan Configuration

Field	Description
Subscription Types	`Monthly`, `Quarterly`, `Annual`
Pricing Tiers	`Basic`, `Premium`, `Enterprise`
Billing Frequency	Defines how often customer is billed
Trial Period Options	Offer free/discounted trials for onboarding

Billing Parameters

Field	Description
Initial Payment Amount	Amount collected at time of signup
Recurring Amount	Payment due on each billing cycle

Order Parameters

Field	Description
Minimum Commitment	Minimum duration before cancellation
Max Subscription Period	Subscription expiration time
Auto-renewal	Enable auto-renewal toggle
Cancellation Terms	Define cancellation window and refund policy

Data Set

Eligible Products/Services

Segment	Description
Products	Select individual SKUs or bulk upload
Brands	Brand-level eligibility
Sub Brands	Nested segments under brand
Item Categories	Category-based inclusion
Item Groups	Defined groups such as bundles or kits

Exclusion Rules

Segment	Description
Non-subscribable	Items that cannot be subscribed to
Restricted Categories	Items based on restriction logic
Geographic	Limited by country/region

Data Set Operators

Combine rules using AND / OR
Complex nested rule support
Custom exceptions allowed

Configurations

Activation Settings

Field	Description
Active Status	Enable or disable promotion
Subscription Start/End	Campaign timeline
Trial Configuration	Days/periods for trial plan setup
Renewal Rules	Controls for auto-renewal and changes

Price Controls

Field	Description
Base Price	Original price before discount/promo
Promotional Price	Offered price during promotion
Volume Discounts	Tiered pricing based on quantity/group
Currency Support	Supports GBP, EUR, USD, etc.

Customer Management

Segment	Description
New vs Existing Users	Target onboarding or retention use cases
Loyalty Program Users	Integration with point/membership schemes
Account Requirements	Sign-up/login criteria
Usage Restrictions	Per-user or per-plan limits

Country

Geographic Rules

Field	Description
Country Targeting	Enable/disable by region
Regional Variants	Country-specific plans and configurations
Market-based Pricing	Adjust pricing and plans per market

Localization

en-GB
fr-FR
de-DE
Multi-language and regional compliance

Compliance Settings

Regulation	Purpose
GDPR/CCPA	Privacy and opt-in validation
Tax Rules	Compliance with jurisdictional tax rates
Payment Compliance	Meets local gateway and legal standards

CRO Message

Subscription Communications

Message Type	Description
Welcome Message	Sent upon successful signup
Trial Notification	Reminder about upcoming plan conversion
Renewal Reminder	Alert user before next billing cycle
Cancellation Notice	Confirmation of termination

Variable	Description
`{differenceAmount}`	The remaining amount the customer needs to spend to qualify for the promotion (e.g., "Spend £5 more to get free shipping").
`{benefitAmount}`	The monetary value of the benefit the customer will receive (e.g., "You save £6.99 on shipping").
`{promo.categoryName}`	The name of the promotional category or group (e.g., "Free Shipping", "Holiday Express").
`{promo.pctValue}`	The percentage value of the discount applied in the promotion (e.g., "Get 100% off on delivery").
`{applicableItemCount}`	Number of items in the cart that qualify for the promotion. Helps display quantity-based messaging.
`{freeProductName}`	The name of the free product or reward item associated with the promotion (if any).

Subscription GWP Promotion

The Subscription GWP Promotion is designed to reward users with gifts upon purchasing a qualifying subscription. This drives subscription conversions, strengthens loyalty, and enhances the value perception of your offerings.

Basic Information

Define the core settings and fundamental controls for your subscription GWP promotion.

Core Settings

Field	Description
Display Name	Name visible to customers
Coupon Code	Optional promotion code for eligibility
Campaign Code	Internal reference for tracking and analytics
Applied At	`OrderHeader` (cart-level) or `OrderLine` (item-level)

Control Flags

Option	Description
Auto Apply	Automatically applies the promotion
Allow Anonymous Users	Guest users eligible
Exclude Markdown Products	Exclude discounted items
Exclude Full Price Products	Exclude non-discounted products
Allow Multiple Redemptions	Allow repeated gift redemptions
Badge Display	Show visual badge on qualifying subscriptions
Allow Member Only	Restrict to logged-in users
Exclude Qty Break	Ignore quantity-based pricing breaks

Additional Controls

Field	Description
Return Exchange	AllowReturn, AllowExchange, AllowBoth, or None
Category Type	Standard, Membership, Referral
Priority Setting	Determines promo execution order

Payment Method Integration

Supported payment platforms:

Credit/Debit Cards
PayPal
Digital Wallets
Direct Debit
Other Gateways

Subscription GWP Detail

Configure the subscription qualification rules, gift logic, and delivery controls.

Gift Configuration

Field	Description
Gift Selection Rules	Logic for determining eligible gifts
Gift Value Parameters	Minimum/maximum value per gift
Quantity Limits	Restriction on gift quantities
Gift Combinations	Define gift bundles or multiple-gift logic

Subscription Requirements

Field	Description
Min Subscription Period	Minimum commitment required
Subscription Value Threshold	Minimum spend to qualify
Subscription Type	Monthly, Annual, Tier-based, etc.

Order Parameters

Field	Description
Quantity Range	Subscription quantity conditions
Order Amount Range	Total order value criteria
Currency Support	Supported: EUR, GBP, USD

Gift Delivery Rules

Initial Subscription Gift
Renewal Gifts
Loyalty Milestone Gifts
Special Occasion Gifts

Data Set

Define product, subscription, and gift eligibility and exclusions.

Inclusion Rules

Segment	Description
Products	Subscribable items
Brands	Brand-level eligibility
Sub Brands	Refined brand segments
Categories	Category-based targeting
Groups	Predefined group selections

Gift Pool

Segment	Description
Gifts	Eligible gifts for selection
Gift Categories	Type-based selection logic
Value Tiers	Group gifts by monetary value

Exclusion Rules

Segment	Description
Restricted Items	Items excluded from GWP
Categories	Blocklisted product categories
Geographic Restrictions	Country-based exclusions

Data Set Operations

Logical AND / OR between inclusion/exclusion
Complex rule logic and exception handling

Configurations

Setup campaign duration, activation logic, redemption controls, and visibility.

Activation Controls

Field	Description
Active Status	Enable or disable the promotion
One Time Only	Per-customer single redemption
One Time For All	Global single redemption

Gift Value Parameters

Field	Description
Min Gift Value	Lower bound for gift value
Max Gift Value	Upper bound for gift value
Calculation Method	Formula or fixed tier

Channel Availability

Enable or disable per channel:

App
Web
Store
Phone
MarketPlace
ThirdPartySSO
Email
POS

Customer Management

Segment	Description
Included Customers	Allowlist
Excluded Customers	Blocklist
Groups	Customer groups and loyalty tiers

Country

Configure region-specific rules, localization, and shipping logic.

Geographic Controls

Field	Description
Country Specific	Restrict promotion to selected countries
Multi-country Support	Supports global deployment

Localization

Language Support: en-GB, fr-FR, de-DE, more
Currency Display: EUR / GBP / USD
Regional Gift Selection

Shipping Rules

Gift Delivery Options
Country Restrictions
Shipping Method Requirements

CRO Message

Customer-facing communications, notifications, and message logic.

Marketing Messages

Message Type	Purpose
Gift Announcement	Highlight available gifts
Success Message	Confirmation upon qualification
Failure Message	Message if customer doesn't qualify

Display Rules

Field	Description
Show For Qualified Products	Limit visibility to eligible items
Progress Indicators	Show gift progress status
Gift Interface	Allow gift selection or preview

Variable	Description
`{differenceAmount}`	The remaining amount the customer needs to spend to qualify for the promotion (e.g., "Spend £5 more to get free shipping").
`{benefitAmount}`	The monetary value of the benefit the customer will receive (e.g., "You save £6.99 on shipping").
`{promo.categoryName}`	The name of the promotional category or group (e.g., "Free Shipping", "Holiday Express").
`{promo.pctValue}`	The percentage value of the discount applied in the promotion (e.g., "Get 100% off on delivery").
`{applicableItemCount}`	Number of items in the cart that qualify for the promotion. Helps display quantity-based messaging.
`{freeProductName}`	The name of the free product or reward item associated with the promotion (if any).

This promotion type is especially effective for increasing subscription engagement, building loyalty, incentivizing upgrades, and rewarding long-term users.

Category Wise Value Discount Promotion

The Category Wise Value Discount promotion enables merchants to apply specific discount strategies based on product categories, providing precise control over pricing and customer incentives across different segments.

1. Basic Information

Short: Configure the foundational settings and control flags that govern how the promotion behaves.

Core Settings

Field	Description
Display Name	Internal and customer-facing label
Coupon Code	Optional promo code for eligibility
Campaign Code	Identifier used for internal tracking
Applied At	`OrderHeader` (cart level) or `OrderLine` (item/category level)

Control Flags

Option	Description
Auto Apply	Automatically activates the promotion
Allow Anonymous Users	Allows use by guests
Exclude Markdown Products	Ignores already-discounted items
Exclude Full Price Products	Skips items sold at full price
Allow Multiple Redemptions	Enables repeated discount application
Badge Display	Shows visual promo badge
Allow Member Only	Restricts to logged-in users
Exclude Qty Break	Ignores items with quantity-based discounts

Additional Controls

Setting	Options
Return Exchange	None, AllowReturn, AllowExchange, Both
Category Type	Standard, Membership, Referral
Priority Setting	Promotion priority during evaluation

Payment Integration

Supported platforms:

COD
PayPal
Klarna
Checkout ApplePay
Clearpay
Stripe
Checkout

2. Category Discount Detail

Short: Define how category-based discounts are structured and calculated.

Discount Configuration

Option	Description
Discount Type	Percentage Off, Fixed Amount, Tiered
Primary Category	Root category the discount applies to
Sub-categories	Narrowed categories
Combinations	Cross-category setups

Value Parameters

Field	Description
Min/Max Value	Category spend limits for eligibility
Discount Caps	Maximum discount allowed per order

Multi-currency Support

Supports: EUR, GBP, USD

Order Parameters

Field	Description
Quantity Range	Minimum and maximum items per category
Order Amount Range	Total spend threshold
Combination Rules	Allow/disallow cross-category use

3. Data Set

Short: Specify which categories, brands, and products are eligible or excluded.

Category Inclusion

Segment	Description
Products	Within categories
Brands	By brand or sub-brand
Categories	Specific or grouped
Groups	Predefined collections

Exclusion Rules

Segment	Description
Categories	Disallowed for this promotion
Brands	Excluded brand lists
Products	Specific product blocks

Operations & Hierarchy

Logical AND/OR between rules
Parent/Sub-category linkage
Cross-category handling
Exception rules

4. Configurations

Short: Control activation timing, price limits, channels, and customer eligibility.

Activation Controls

Field	Description
Active Status	Toggle to enable/disable
One Time Only	Per-user redemption limit
One Time For All	Global limit across users

Price Range

Parameter	Description
Min Product Price	Lowest priced product to qualify
Max Product Price	Maximum item price
Value Thresholds	Based on category value

Channel Availability

Available on:

App
Web
Store
Phone
MarketPlace
ThirdPartySSO
Email
POS

Customer Management

Segment	Description
Included Customers	Specific user list
Excluded Customers	Denied customer access
Customer Groups	Eligibility based on group membership
Loyalty Tiers	Reward-specific customer segments

5. Country

Short: Set up region-specific behavior and language/local pricing variations.

Geographic Controls

Option	Description
Country Specific	Enable/disable per country
Multi-country Support	Supports deployment in multiple regions
Regional Variations	Rules for localized usage

Localization

Languages: en-GB, fr-FR, de-DE, more
Regional category names
Country-specific pricing

Market-Specific Rules

Local category hierarchies
Legal & compliance alignment
Tax configuration

6. CRO Message

Short: Manage customer-facing communication messages and logic for visibility.

Marketing Messages

Message Type	Purpose
Promo Announcement	Promote category discounts
Success Message	Show when user qualifies
Failure Message	Show when user doesn’t qualify

Display Rules

Setting	Description
Qualified Products Only	Show messages on eligible categories only
Category-specific Messaging	Personalized per category
Progress Indicators	Let users track qualifying progress

Message Variables

Variable	Description
`{differenceAmount}`	Remaining value needed to qualify
`{benefitAmount}`	Discount amount applied
`{categoryName}`	Name of the category involved
`{discountValue}`	Discount value (fixed or percentage)
`{applicableItemCount}`	Number of items qualifying in the category

Tiered Discount Promotion

The Tiered Discount promotion enables merchants to encourage higher order values through structured, progressive discounts based on predefined thresholds. This strategy motivates customers to increase their basket size by offering incremental incentives.

1. Basic Information

Short: Core identifiers, control settings, and application rules for the tiered promotion.

Core Settings

Field	Description
Display Name	Unique name for internal/external reference
Coupon Code	Optional promo entry code
Campaign Code	Identifier for tracking and analytics
Applied At	`OrderHeader` (cart level) or `OrderLine` (item level)

Control Flags

Auto Apply
Allow Anonymous Users
Exclude Markdown Products
Exclude Full Price Products
Allow Multiple Redemptions
Badge Display
Allow Member Only
Exclude Qty Break

Additional Controls

Option	Values
Return/Exchange Options	None, AllowReturn, AllowExchange, Both
Category Type	Standard, Membership, Referral
Priority Setting	Controls promotion execution order

Payment Integration

Supported methods include:

Credit/Debit Cards
PayPal
Digital Wallets
Bank Transfers
Other Payment Gateways

2. Tiered Discount Detail

Short: Define how tiers function, including thresholds, discount values, and conditions.

Tier Configuration

Attribute	Description
Max Tiers	Maximum of 5 tiers supported
S.No	Sequential tier indexing
Tier Minimum Threshold	Trigger amount/quantity per tier
Discount Value	Amount/percent discount per tier

Threshold Types

Amount Based (multi-currency supported)
Quantity Based (units/volume)

Discount Types

Percentage
Fixed Amount

Order Parameters

Parameter	Description
Order Quantity	From/To values by unit count
Order Amount	Min/Max spend thresholds, currency-specific

3. Data Set

Short: Specify which products, brands, or categories the tiers apply to or exclude.

Inclusion Rules

Products (individual or bulk)
Brands/Sub-brands
Categories
Item Groups

Exclusion Rules

Restricted Products
Excluded Brands
Category Restrictions

Data Set Operations

AND/OR logic
Complex Rule Combinations
Exception Handling

Tier Application Rules

Define which products contribute to tier progress
Set stackability rules
Manage progression logic

4. Configurations

Short: Fine-tune behavior based on activation status, price caps, channels, and customer segments.

Activation Controls

Option	Description
Active Status	Toggle promotion on/off
One Time Only	Limit redemption per user
One Time For All	Global promotion limit

Price Range Parameters

Field	Description
Min Product Price	Minimum product value
Max Product Price	Maximum eligible item price
Tier Value Caps	Discount caps at each tier

Channel Availability

Available through:

App
Web
Store
Phone
MarketPlace
ThirdPartySSO
Email
POS

Customer Management

Field	Description
Included Users	Targeted customer list
Excluded Users	Blacklisted customers
Customer Groups	Segment-based eligibility
Loyalty Tiers	Tier-based targeting

5. Country

Short: Enable geography-specific variations and regional logic for tiers and pricing.

Geographic Controls

Option	Description
Country Specific	Enable on a per-country basis
Multi-country Support	Enable for several countries
Regional Variations	Rule variation by geography

Localization

Language Support: en-GB, fr-FR, de-DE, others
Currency Display and Tier Threshold Localization

Market-Specific Rules

Local Tax Laws
Tier Variations
Pricing Compliance

6. CRO Message

Short: Define how to communicate tier-related messages and savings to users during their shopping journey.

Marketing Messages

Message Type	Purpose
Tier Announcements	Promote discount levels and benefits
Progress Updates	Inform customer how far they are from next tier
Achievement Notifications	Let users know when they’ve reached a new tier
Next Tier Incentives	Encourage spending to unlock higher tiers

Display Rules

Show for Qualified Products Only
Display Tier Progress Indicators
Show Savings/Benefit Calculations
Message Variables

Variable	Description
`{currentTier}`	Current tier level achieved by the customer
`{nextTierThreshold}`	Value/quantity needed to reach next tier
`{currentDiscount}`	Discount amount applied at the current tier
`{potentialSavings}`	Estimated discount if next tier is reached
`{remainingAmount}`	Value or quantity still needed to reach next tier

Adhoc Discount ValueDiscount Promotion

The Adhoc Discount ValueDiscount promotion allows merchants to configure flexible discount campaigns quickly for specific customer segments, products, or events. It supports percentage or fixed-amount discounts with granular targeting and scheduling controls.

1. Basic Information

Short: Set foundational promotion metadata, logic level, controls, and compatibility flags.

Core Details

Field	Description
Display Name	Promotion label shown to users/admins
Coupon Code	Optional code for manual application
Campaign Code	Internal tracking identifier
Applied At	`OrderHeader` or `OrderLine` level logic

Promotion Settings

Setting	Description
Use With Other Code	Restriction control: Red, Amber, or Green
Promotion Group	Assign to Flash, Clearance, or Offer campaigns

Control Options

Auto Apply
Allow Anonymous Users
Exclude Markdown Products
Exclude Full Price Products
Allow Voucher Multiple Time
Voucher Validity Days
Badge Display
Allow Member Only
Exclude Qty Break

Additional Configuration

Setting	Description
Return/Exchange	None, AllowReturn, AllowExchange, AllowReturnAndExchange
Category Type	None, Standard, Membership, Referral
Priority Setting	Defines rule stacking priority
Promotion Image Upload	Optional image display
Promotion Messages	Custom promo label/message
Payment Methods	Enable for supported payment types

2. Discount Detail

Short: Define the actual discount logic, applicable timeframe, order conditions, and caps.

Discount Types

Percentage Off
Amount Off (Supports EUR / GBP / USD)

Scheduling

Field	Description
Schedule Discount	Enable scheduling option
From/To Dates	Validity duration for discount
Notes Field	Optional notes for admin/ops use

Order Parameters

Field	Description
Order Quantity	Quantity From/To range
Order Amount	Value From/To per currency (EUR/GBP/USD)
Max Discount	Maximum total discount in GBP

Status Management

Field	Description
Start Status	Initial state of the promotion
End Status	Termination state of the promotion
Original Promotion Name	Used for cloning/reference
Search Feed Generation	Include in search feed toggle

3. Data Set

Short: Define included/excluded product segments with logical operations.

Included Items (DataSetOperator: OR/AND)

Products (via Search or Bulk Upload)
Brands
Sub Brands
Item Categories
Item Groups

Excluded Items

Products (via Search or Bulk Upload)
Brands
Sub Brands
Item Categories
Item Groups

4. Configurations

Short: Fine-tune behavior via status flags, pricing rules, tax settings, and availability controls.

Status Settings

Setting	Description
Active	Promotion enabled or disabled
One Time Only	Redeemable once per customer
One Time For All	Global single-use promotion

Price Control

Field	Description
Min Product Price	Minimum item price to be eligible
Max Product Price	Maximum item price to be eligible
Valid Date Range	From/To range for activation

Limitations

Field	Description
Max No of Redemptions	Global redemption count limit
Max Redemption Value	Maximum total discount value allowed

Tax Settings

Is Taxable
Price Includes Tax

Channel Availability

App
Web
Store
Phone
MarketPlace
ThirdPartySSO
Email
POS

Customer Management

Included Customers
Excluded Customers
Included Groups
Excluded Groups

5. Country

Short: Define country-specific controls, localization, and regional policy support.

Country Selection

Option	Description
Country Specific Toggle	Enable region-restricted activation
Country List	United Kingdom, United States, Europe, Asia, Middle East, Rest of World

Regional Settings

Multi-country selection support
Country/region-specific business rules

6. CRO Message

Short: Display customer-facing messages to show discount info and progress.

Message Configuration

Field	Description
Show For Qualified Products	Toggle to limit messages to eligible items
Message Content	Primary display message
Success Message	Confirmation text after applying discount
Failure Message	Message shown when not eligible

Message Variables

Variable	Description
`{differenceAmount}`	Amount remaining to qualify
`{benefitAmount}`	Discount or benefit applied
`{promo.categoryName}`	Category name where promo is applied
`{promo.pctValue}`	Discount percentage applied
`{applicableItemCount}`	Number of qualifying items
`{freeProductName}`	Free product name (if applicable)

Localization

Supported languages:

en-GB
fr-FR
de-DE

Message Components

Name
Failure Message
Content

The Third Party Promo promotion allows BetterCommerce clients to configure and execute custom promotional campaigns integrated with external systems. It supports advanced controls, flexible product targeting, and seamless API-based validation to enhance promotional agility and scale.

1. Basic Information

Short: Define foundational settings for a third-party powered promotion.

Core Details

Field	Description
Display Name	Custom label to identify the promotion
Coupon Code	External or internal voucher code
Campaign Code	Internal campaign tracking code
Applied At	`OrderHeader` (cart level) or `OrderLine` (product level)

Usage Controls

Option	Description
Use With Other Code	Red: Not combinable Amber: Conditional Green: Freely combinable

Promotion Settings

Promotion Group Selection (Flash / Clearance / Offer)
Auto Apply
Allow Anonymous Users
Exclude Markdown Products
Exclude Full Price Products
Allow Voucher Multiple Time
Voucher Validity Days
Badge Display
Allow Member Only
Exclude Qty Break

Additional Configuration

Setting	Description
Return/Exchange	None, AllowReturn, AllowExchange, AllowReturnAndExchange
Category Type	None, Standard, Membership, Referral
Priority Setting	Execution order priority
Promotion Image Upload	Visual identification for display
Promotion Message	Summary message for end-user communication
Payment Method Support	Integrate with enabled payment gateways

2. Discount Detail

Short: Define eligibility criteria, integration rules, and discount validation logic.

Order Parameters

Field	Description
Order Quantity	From / To quantity values
Order Amount	From / To cart value (EUR / GBP / USD)
Max Discount	Maximum allowed discount (GBP)

Third Party Integration

Feature	Description
API Configuration	Connect with external promo validation
Response Handling	Interpret third-party system feedback
Error Management	Gracefully handle failures
Transaction Processing	Confirm successful redemption

3. Data Set

Short: Configure eligible and excluded product datasets, including upload and rule logic.

Included Items (DataSetOperator: OR / AND)

Products (via Search by ProductCode or Bulk Stock Code Upload)
Brands
Sub Brands
Item Categories
Item Groups

Excluded Items

Products
Brands
Sub Brands
Item Categories
Item Groups

Data Management

Capability	Description
Bulk Upload	Upload product sets
Data Validation	Ensure correctness before activation
Error Handling	Show errors in upload or setup
Update Mechanisms	Sync and refresh dataset

4. Configurations

Short: Activate and manage behavior, constraints, price thresholds, and user access.

Status Settings

Setting	Description
Active Status	Enables or disables the promotion
One Time Only	Single-use per customer
One Time For All	One-time use for all users collectively

Product Price Range

Minimum Product Price (GBP)
Maximum Product Price (GBP)

Validity Settings

Field	Description
From Date	Promotion start
To Date	Promotion end
Max No of Redemption	Global redemption cap
Max Redemption Value	Global discount value cap

Tax Configuration

Is Taxable
Price Includes Tax

Channel Availability

App
Web
Store
Phone
MarketPlace
ThirdPartySSO
Email
POS

Customer Management

Included Customers List
Excluded Customers List
Included Groups
Excluded Groups

5. Country

Short: Enable country-specific control and regional compliance for international rollouts.

Country Selection

Field	Description
Country Specific	Toggle to restrict by country
Available Countries	UK, US, Europe, Asia, Middle East, RoW

Multi-region Support

Currency Management
Regional Pricing
Local Tax Compliance

6. CRO Message

Short: Manage what customers see on eligible products, cart, or summary views.

Localization Support

en-GB
fr-FR
de-DE

Message Components

Name
Failure Message
Content

Display Configuration

Show For Qualified Products Only
Message Content
Success Message
Dynamic Variables

Variable	Description
`{differenceAmount}`	Amount needed to qualify for promo
`{benefitAmount}`	Discount value awarded
`{promo.categoryName}`	Name of affected product category
`{promo.pctValue}`	Percentage discount
`{applicableItemCount}`	Number of qualifying products
`{freeProductName}`	Name of the associated free product

Message Management

Multi-language Support
Dynamic Content Rendering
Error Messaging
Success Notifications