Cart Promotion Example and Use Case
Use case 1: Buy 2 Get 1 Free
Requirement: Automatically discount 1 item when a customer adds 3 qualifying items to their cart.
Promotion Type: POS Cart Promotion, which automatically apply discount if the criteria are fulfilled. (no coupon code required).
Step 1: Basic Setup
- Navigate: Go to Engage+ > Campaigns > Select your active campaign.
- Create: Go to the Promotions tab and click New cart promotion.
- Define Basic Details:
- Name: Enter a clear system name (e.g., PROMO_B2G1_Coffee_Jan25).
- Description: "Buy any 2 Coffees, Get the 3rd Free. Applied to the lowest price item."
- Timezone: Specifies the timezone where the promotion was created
- Duration: Set the Start Date and End Date.
- Promotion Type: Select POS Cart Promotion. This type ensures that the POS automatically triggers the discount when the cart rules are met.
Step 2: Configuration
Scroll to the section Availing conditions and benefits.
Step 2.2: Set the Trigger (Condition)
You need to tell the system to count specific items.
- Click Add conditions/benefits.
- In the Conditions column, configure the following:
| Field Name | Selection / Value | Explanation |
|---|---|---|
| Qualifying Condition | Sum of line item quantity for the selected product | We are counting how many items are in the basket, not the price of the items. |
| Select Product | Select or upload sku | Defines which items count toward the deal. You can also select specific categories here. |
| Operator | Greater than or equal to | Allows the deal to trigger when the product quantity reaches the specified criteria. |
| Value | 3 | CRITICAL: This is the Total Cart Count required. The customer must bring 2 paid items + 1 free item to the counter (Total = 3). |
Step 2.3: Set the Reward Benefits
You need to tell the system which item gets the discount.
- In the Benefits column, configure the following:
| Field Name | Selection / Value | Explanation |
|---|---|---|
| Benefit On | Selected products in the cart | Ensures the discount applies only to the coffee, not unrelated items like gum or water. |
| Select Product | SKU | Must match the sku selected in Conditions. |
| Benefit type | Free product | This will be a free item if it fulfills the paymentmode criteria. |
Step 3: Restrictions & Limits
Prevent revenue loss and system abuse.
3.1. Repeat Behavior (Cart Limits)
Scroll to Define scope and restrictions on availing promotions Click on continue towards Restriction tab
- Field: Number of times promotion can be redeemed in a single cart
-
Option A: Add value as
1for Single Use.- Behavior: Customer buys 6 coffees -> Gets 1 free.
- Use Case: Limited-time offers.
- Option B: You can leave the value empty if you require no limit.
- Behavior: Customer buys 6 coffees -> Gets 2 free.
- Use Case: Standard "Happy Hour" behavior.
-
4.2. Stacking & Exclusivity
Navigate to Compatibility settings (bottom of page).
- Setting: Mark this promotion as exclusive at the cart level.
- Action: Turn the toggle
ON. - Why: This prevents "Double Dipping." If a customer has a "10% Off Entire Bill" coupon, enabling exclusivity ensures they cannot use it on top of getting a free coffee. The system will calculate which offer gives the customer the best deal and apply only that one.
Updated 20 days ago
