Process: Create promotion

Flow

Legend

Create promotion

Objective

The objective of promotions is to encourage customers to make purchases in the store by offering various incentives to the right segment of customers at the right time.

Description

A promotion is an incentive offered to an individual customer or a group of customers within a time interval. The incentives may be offered by reducing prices on specific products, total purchase price, service charges, or even by giving away free gifts.

The Marketing Manager or Product Manager may offer percentage discounts (such as 10% off), fixed-amount discounts (such as $15 off), or a different discount scheme such as "buy one get one free". For example, she may offer a 20% price reduction for a specific cat food to senior citizens; or if she has too many red baseball caps in stock, she may offer a 25% discount on the caps for a limited time.

In addition, promotions may be targeted as coupons. A coupon is an online equivalent of a paper coupon. A coupon promotion may be set up so that customers must have a coupon assigned to them in order to redeem the promotion.

Features

Promotion types

Metrics for promotions

Customization

For more information about customizing promotions, refer to the Promotions Customization Guide.

Edition

Professional, Business, Express Edition

Tasks

Task Description Role
Set promotion properties

Each promotion has a name, description, and priority. These may be set at creation time. Promotion limits may also be set to describe how a promotion should be applied when procesing an order. The limits are as follows:

  • Limit on how many times a promotion can be applied to an order, any order;
  • Limit on how many time a promotion can be applied for an individual shopper;
  • Limit on the number of times a promotion can be applied overall.

In addition, an optional promotion code may be specified. When a promotion code is specified for a promotion, the business user may indicate whether or not the customer needs to enter the code in order to redeem the promotion.

Product Manager
Set promotion rewards

For product promotion, the following types may be selected:

  • Percentage off per item or product
  • Fixed amount off for all items or products
  • Fixed amount off per item or product
  • Buy any item or product, get one more at a discount
  • Free gift with purchase

For order promotion, the following types may be selected:

  • Percentage off
  • Fixed amount off

For shipping promotion, the following types may be selected:

  • Discounted shipping
Product Manager
Set coupon properties

Optionally set the relative number of days in which the coupon will expire after being issued.

Product Manager
Select products

Select products for which the standard price is being defined

Product Manager
Select customer segment

Select the customer segment targeted for this activity.

Product Manager
Set promotion schedule

Set effective dates, days, and times in which the promotion is valid.

Product Manager

Business artifacts

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