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Which Promotion Type should I use?

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Overview

Promo provides multiple Promotion Types to help streamline the process of creating promotions. Some promotion types are purposefully simple, to cope with common scenarios, where others provide greater flexibility, and complexity, to cope with more intricate promotional scenarios. Where possible the simplest promotion type should be selected to ensure creating the promotion is as quick and easy as possible.


Discounting the basket total

Promo discounts the basket total by applying a discount to all items in the basket. To apply a discount to all items in the basket (for example based on passing a spend threshold, or where a customer segmentation or group is identified), use the Basket % or value off promotion type. When using this type of promotion you can indicate whether any delivery charges are included in spend validation and when applying the discount.

Discounting the delivery charge

To apply a discount to only the delivery charge, the Delivery reduction promotion type should be used. This type of promotion also supports spend validation and the normal basket, campaign/coupon, timeband and product criteria - but can only apply a discount to delivery line(s). Where a delivery charge is specified against the header of a basket, Promo will add the delivery charge as a line to the basket where it is being discounted.

Discounting one or more selected Product(s) in the basket

To discount a subset of items in the basket, a Line Level promotion must be used. For more information on Promotion Levels, please see this article.

Buy one get one free or reduced

Where you want to provide a discount to the customer where they buy two of the same product, you can use either the Buy one get one free or Buy one get one reduced promotion types. For these promotions to be applied, two of the same product must exist in the basket. The products to be discounted will always be those matched against the Product Criteria.

The Buy one get one free promotion type will always apply a 100% discount, whereas the Buy one get one reduced promotion type will allow you to specify a discount percentage, value or a new price for the second item. For these promotion types you can indicate whether to apportion the discount across the two matched items, or whether to only apply the discount to the second item.

Bundle Price

Where you need to provide a combined price for a set of products, the Bundle Price promotion type is recommended.

Spend or quantity ranges

Use the the Multi-buy promotion type to provide discounts based on a range of spend or quantity (i.e. buy 3 get 5% off, buy 5 get 10% off, etc).

Groups of Qualifying Products

Where a promotion needs to be applied based on a quantity or spend qualification on a set of products, or on multiple qualifying sets of products, use either the Product % or value off or Deal Price promotion type. To select which of these promotion types will provide the required functionality, please see the scenarios table below.


Issuing Vouchers or Loyalty Points

To issue a voucher code based on a set of criteria, use the Issue Voucher Code promotion type. To issue points to a customer based on spend or other criteria, use the Issue Points promotion type.


Workflow Trigger

To update an attribute in the basket such that a workflow or action can be triggered in an integrated system, use the Workflow Trigger promotion type.



Supported Promotional Scenarios

Action / Level Scenario Promotion Type
Discount - Basket LevelSpend value on basket (optionally including delivery)
Get basket reduced by % or value (optionally including delivery)

Basket % or value off
Discount - Basket LevelBuy quantity of X
Get basket reduced by % or value (optionally including delivery)

Basket % or value off
Discount - Basket LevelSpend value on basket (optionally including delivery) and including buy quantity of X
Get basket reduced by % or value (optionally including delivery)

Basket % or value off
Discount - Basket LevelSpend value on X
Get basket reduced by % or value (optionally including delivery)

Basket % or value off
Discount - Basket LevelSpend value on basket (optionally including delivery) and including spend value on X
Get basket reduced by % or value (optionally including delivery)

Basket % or value off
Discount - Delivery LevelSpend value on basket (optionally including delivery)
Get delivery reduced by % or value

Delivery Reduction
Discount - Delivery LevelBuy quantity of X
Get delivery reduced by % or value

Delivery Reduction
Discount - Delivery LevelSpend value on basket (optionally including delivery) and including buy quantity of X
Get delivery reduced by % or value

Delivery Reduction
Discount - Delivery LevelSpend value on X
Get delivery reduced by % or value

Delivery Reduction
Discount - Delivery LevelSpend value on basket (optionally including delivery) and including spend value on X
Get delivery reduced by % or value

Delivery Reduction
Discount - Line LevelBuy 2 of X
Get 1 of matched X free

Buy one get one free
Discount - Line LevelBuy 2 of X
Get 1 of matched X reduced by % or value

Buy one get one reduced
Discount - Line LevelBuy 2 of X
Get 1 of matched X at new price

Buy one get one reduced
Discount - Line LevelBuy quantity of/spend amount on X
Get matched X reduced by % or value

Product % or value off
Discount - Line LevelBuy quantity of/spend amount on X
Get Y reduced by % or value

Product % or value off
Discount - Line LevelBuy quantity of/spend amount on X
Get all Y in basket reduced by % or value

Product % or value off
Discount - Line LevelBuy quantity of/spend amount on X
Get cheapest Y in basket reduced by % or value

Product % or value off
Discount - Line LevelBuy X and buy Y and buy Z
Get all matched products at new combined price

Bundle Price
Discount - Line LevelBuy between quantity A of X and quantity B of X
Get X reduced by % or value

Multi-buy
Discount - Line LevelSpend between value A on X and value B on X
Get X reduced by % or value

Multi-buy
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get all matched X reduced by % or value

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get all matched Y reduced by % or value

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get all matched X and all matched Y reduced by % or value

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get all matched X reduced by % or value

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get all matched Y reduced by % or value

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get all matched X and all matched Y and all matched Z reduced by % or value

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get cheapest matched X reduced by % or value

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get cheapest matched Y reduced by % or value

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get cheapest matched X or Y reduced by % or value

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get cheapest matched X reduced by % or value

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get cheapest matched Y reduced by % or value

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get cheapest matched X or Y or Z reduced by % or value

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get cheapest matched X at new price

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get cheapest matched Y at new price

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get cheapest matched X or Y at new price

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get cheapest matched X at new price

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get cheapest matched Y at new price

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get cheapest matched X or Y or Z at new price

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get each matched X at new price

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get each matched Y at new price

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get each matched X and each matched Y at new price

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get each matched X at new price

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get each matched Y at new price

Deal Price
Discount - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get each matched X and each matched Y and each matched Z at new price

Deal Price
Free Gift - Line LevelBuy quantity of/spend amount on X
Get free gift product(s) always added to basket with 100% discount

Free Gift
Free Gift - Line LevelBuy quantity of/spend amount on X
Get free gift product(s) reduced by 100% where present in basket, or added with 100% discount where not present

Free Gift
Free Gift - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get free gift product(s) always added to basket with 100% discount

Free Gift
Free Gift - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get free gift product(s) reduced by 100% where present in basket, or added with 100% discount where not present

Free Gift
Free Gift - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get free gift product(s) always added to basket with 100% discount

Free Gift
Free Gift - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get free gift product(s) reduced by 100% where present in basket, or added with 100% discount where not present

Free Gift
Free Gift - Basket LevelSpend value on basket (optionally including delivery)
Get free gift product(s) added to basket with 100% discount

Free Gift
Free Gift - Basket LevelSpend value on basket (optionally including delivery)
Get free gift product(s) reduced by 100% where present in basket, or added with 100% discount where not present

Free Gift
Free Gift - Basket LevelSpend between value A on basket and spend value B on basket (optionally including delivery)
Get free gift product(s) added to basket with 100% discount

Free Gift
Free Gift - Basket LevelSpend between value A on basket and spend value B on basket (optionally including delivery)
Get free gift product(s) reduced by 100% where present in basket, or added with 100% discount where not present

Free Gift
Issue Points - Line LevelBuy quantity of/spend amount on X
Get fixed amount of points

Issue Points
Issue Points - Line LevelBuy quantity of/spend amount on X
Get amount of points for basket spend

Issue Points
Issue Points - Line LevelBuy quantity of/spend amount on X
Get amount of points for delivey spend

Issue Points
Issue Points - Line LevelBuy quantity of/spend amount on X
Get amount of points for spend on X

Issue Points
Issue Points - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get fixed amount of points

Issue Points
Issue Points - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get amount of points for basket spend

Issue Points
Issue Points - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get amount of points for delivey spend

Issue Points
Issue Points - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get amount of points for spend on X and Y

Issue Points
Issue Points - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get fixed amount of points

Issue Points
Issue Points - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get amount of points for basket spend

Issue Points
Issue Points - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get amount of points for delivey spend

Issue Points
Issue Points - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get amount of points for spend on X and Y and Z

Issue Points
Issue Points - Basket LevelSpend value on basket (optionally including delivery)
Get fixed amount of points

Issue Points
Issue Points - Basket LevelSpend value on basket (optionally including delivery)
Get amount of points for basket spend

Issue Points
Issue Points - Basket LevelSpend value on basket (optionally including delivery)
Get amount of points for delivey spend

Issue Points
Issue Code - Line LevelBuy quantity of/spend amount on X
Get voucher code issued to basket

Issue Voucher Code
Issue Code - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get voucher code issued to basket

Issue Voucher Code
Issue Code - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get voucher code issued to basket

Issue Voucher Code
Issue Code - Basket LevelSpend value on basket (optionally including delivery)
Get voucher code issued to basket

Issue Voucher Code
Set attribute - Line LevelBuy quantity of/spend amount on X
Get attribute value updated on matched X

Workflow Trigger
Set attribute - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get attribute value updated on matched Y

Workflow Trigger
Set attribute - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y
Get attribute value updated on matched X and matched Y

Workflow Trigger
Set attribute - Line LevelBuy quantity of/spend amount on X and buy quantity of/spend amount on Y and buy quantity of/spend amount on Z
Get attribute value updated on matched X and matched Y and matched Z

Workflow Trigger
Set attribute - Basket LevelSpend value on basket (optionally including delivery)
Get attribute value updated on basket

Workflow Trigger