Configuring a cart promotion involves a series of steps to define how the promotion works, who qualifies, and how it interacts with other offers. The configuration process involves:

• Creating specific types of cart promotion: Selecting the appropriate promotion structure based on the specific use case, such as Loyalty, Earning, POS, Rewards, and code-linked.
• Configuring the benefits: Defining the qualifying conditions and the specific benefits applicable to the cart.
• Defining restrictions and scope: Configuring the target scope (stores, zones, customers) and setting issuance or redemption limits.
• Configuring communication: Setting up automated messaging for events such as promotion earning or expiry reminders.
• Defining the stacking: Managing compatibility settings to determine if the promotion is exclusive or can be combined with other offers.
• These steps also include advanced benefit logic, product-level targeting, quantity rules, and time-based activation controls.

Configuring loyalty cart promotion

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Loyalty cart promotion is a type of cart level promotion. it is different from standard Loyalty Promotions, which are campaigns for earning points or upgrading tiers based on activities.

To configure Loyalty Cart Promotion, follow the steps below.

1. Define Availing conditions and benefits.
2. Add Additional Information.
3. Setup Communication.

Configuring Earning cart promotion

To Configure Loyalty earning cart promotion follow the steps below:

1. Configure the criteria for earning the promotions.
2. Configure Avail conditions and benefits . Define qualifying cart conditions & benefits.
3. Configure Additional information. Add metadata for your promotion
4. Configure Communication. Setup the schedule for this message

Configuring POS cart promotion

To configure POS promotion follow the steps below:

1. Configure Availing conditions and benefits . Define qualifying cart conditions & benefits.
2. Configure Additional information. Add metadata for your promotion.

Configuring rewards cart promotion

To configure Rewards promotion follow the steps below:

1. Configure Promotion Earning.
2. Configure Avail conditions and benefits . Define qualifying cart conditions & benefits.
3. Configure Additional information. Add metadata for your promotion.
4. Configure Communication. Setup the schedule for this message

Configuring code-linked cart promotion

To configure code linked promotion, follow the steps below:

1. Configure Availing conditions and benefits . Define qualifying cart conditions & benefits.
2. Configure Additional information. Add metadata for your promotion.

Promotion Earning

Configure the criteria that must be met in order to earn the promotion. This page is divided into two subsections based on the type of cart promotion: Loyalty Earning Cart Promotion and Rewards Promotion, each requiring specific configurations.

Under Loyalty Earning Cart Promotion, there are two types to consider: Single Activity and Activity Milestone. Follow the steps outlined below to understand how to configure each type properly.

Loyalty earning cart promotion

You can define the earn condition for the customer to earn the promotion.

For activity-based promotion earning

To configure promotion earning based on a Single activity, follow these steps:

1. Select the activity that target customer should achieve to earn promotion

2. Define the scope of the promotion.

3. Define the earning conditions for the cart promotion.

The fields are as follows:

4. Define the additional settings for the cart promotion.

Milestone based earning

For milestone-based promotions, you can target a specific audience group and set a goal they need to achieve to earn the promotion.

To configure this: In the Configure Earning section, select Activity Milestone.

1. Under Select Milestone Group, choose the milestone group. Refer to the documentation for more information on Milestones.

2. Select the target that should be achieved by the audience group in order to earn promotion

3. Enable the toggle under Maximum earning per customer and add the maximum times a customer can earn the cart promotion.

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Rewards promotion

Promotion Earning here lets you define how a customer qualifies to earn a promotion in the cart.

1. Select Direct trigger to automatically issue the promotion based on predefined customer behaviors or preferences—no manual action is required from the customer.

2. You can define maximum earning per customer that will limit the number of times a customer can earn the promotion.

3. Select Continue to proceed.

Availing conditions and benefits

This section defines the logic required to trigger a promotion. It is divided into defining the Qualifying Condition (the trigger) and the Benefit (the reward).

1. Define Qualifying Conditions

Select the primary cart property, the logic operator, and the target value.

Choose how the system evaluates the cart. Each property requires an Operator and a Value.

Multiple Conditions (AND Logic)

Click + Add condition to create complex triggers.

• Logic: The promotion will only trigger if every single condition listed is met simultaneously.
• Example: Sum of item quantity (Shirts) >= 2 AND Payment Mode is Credit Card (Both must happen for the discount to apply).

Select Product Scope

When using product-based properties, for example, "sum of item amounts for the selected product," a sidebar opens to let you define exactly which items qualify.

• List of SKU codes: You can upload a CSV file containing the specific Stock Keeping Unit (SKU) IDs that you want to include in this group.
• Selected categories/Brands/Attributes:
  • Include: You can select specific product attributes (like Brand = Nike) to target those items for the condition.
  • Exclude: You can select specific attributes to ignore (e.g., Category = Clearance), ensuring they do not contribute to the condition.

2. Select Benefit

Define who receives the reward and which products are discounted.

A. Benefit Scope

Select where the benefit applies:

• Cart: The discount is applied to the final total amount of the transaction (e.g., "Flat $10 off the bill").
• Select products in cart: The discount is applied only to specific items within the cart, rather than the whole bill.

B. Product Benefit Logic

If "Select products in cart" is chosen, you must define the target items relative to the condition:

1. Over and above the condition (Buy X, Get Y) The benefit is applied to items excluding the specific ones that triggered the condition.

• Use Case: Buy 2 Pants (Condition), Get 1 Belt for 50% off (Benefit).
• Note: In this scenario, only the belt receives the discount; the pants are paid for at full price.

2. Selected in condition (Buy X, Get % off X) The benefit applies to the same product (or a subset of them) that satisfied the condition.

• Use Case: Buy 2 Pants, Get 10% off on those same Pants.

C. Define Benefit Products

Define the specific products eligible for the reward using the toggle options:

• Single SKU: You can enter a specific code which is valid in your organisation.
• Multiple SKUs: You can upload a CSV file containing a list of eligible product codes (SKUs) to apply the benefit to a large batch of items at once.
• Brand/Category/Attribute: You can select a dynamic group of products defined by shared characteristics, such as all items under the "Nike" brand or "Summer" category.
• Include/Exclude: You can further refine the product selection by explicitly adding desirable attributes or removing specific ones (e.g., Include "Shirts" but Exclude "New Arrivals").

D. Apply Benefit on Each Unit

Toggle this ON to make the reward recurring for every set of qualifying items found in the cart.

• Unit type: This defines the "block" size or threshold required to trigger one instance of the reward.
  • Value: The numerical count required (e.g., 2).
  • Quantity/Amount: The unit of measure (e.g., Items or Dollars).
• Example: "Every 2 items get ₹50 off."
  • Unit type: 2 Quantity.
  • Result: Buying 2 items = ₹50 off. Buying 4 items = ₹100 off.

3. Benefit Details

Select the Benefit type from the final dropdown to define the actual reward value.

Define scope and restriction

To define the scope and restrictions for the cart promotion, follow these steps:

1. Select + Add scope/restrictions under Define scope and restrictions on availing promotions.

2. UnderDefine scope:

   1. Select Customize under Limit to specific store entities and then select Concept, Store or Zone and the specific option from the drop-down menu to select a specific store, zone or scope. For more information on scope, refer to the store hierarchy document.

   2. Select Customize under Limit to specific day/time scope and then configure the day/time scope by selecting the specific options from the drop-down menus.

   • Days of Week – Limits the promotion to selected weekdays.
   • Dates of Month – Activates the promotion only on specific calendar dates.
   • Start Time – Defines when the promotion begins during the day.
   • Duration in Hours – Determines how long the promotion remains active after the start time.

   iii. Select Customize under Limit to specific customers and then configure the customer by selecting the specific options. The options available are as follows:

   Configuration	Description
   Customers who are eligible for this promotion	Define the customers who are eligible for the cart promotion. All customers: All registered (loyal and non-loyal) customers are eligible for the cart promotion. Loyalty customers: All registered customers who are part of the loyalty program are eligible for the cart promotion.
   Who belongs to loyalty type	Define the loyalty program type that qualifies customers for the cart promotion. All: All registered customers who are part of any loyalty program type are eligible for the cart promotion. Supplementary program: All registered customers who are part of a supplementary/subscription program are eligible for the cart promotion. Tier: All registered customers who are part of a tier-based loyalty program are eligible for the cart promotion.

   
   

3. Click on Continue to proceed.

4. UnderIssual restrictionsdefine the individual promotion issual limit.

   

• **Individual promotion issual limit **- Use this option to limit the number of promotions every customer can get. You can also select No limit.

5. Under Redemption restriction, configure the following:

i)Earn Limits (This step is only available for Loyalty Earning Cart Promotion and Rewards Cart Promotion)

ii)Individual cart limits

iii)Individual customer limits

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Note

Redemption restrictions cannot be updated once the promotion is live

6. Click on Continue to proceed.

7. In Set expiry of the promotion. Enter the limit till when the promotion can be applied in a cart. This can be used for sending expiry communication.

   

8. Click on Continue to proceed.

Additional Information

This section allows you to enter the value for custom field that have been configured for the organisation. To learn more about how to configure refer to the Cart Promotion Settings page.

To enter the Additional Information follow these steps:

1. Enter the value for the custom field.
2. Select Continue

Communication

It allows you to configure automated messages to customers based on their interaction with a promotion or reward. To understand how to create content used for different channels like mobile push, SMS templates, and more refer to Content Management. You can set communication for two types of messages On Earning (this is only available for Loyalty Earning Cart Promotion and Rewards Cart Promotion) and to Set Expiry Reminder. Follow the steps below to understand how to set it.

On earning

It allows you send a creative message (email, SMS, push, etc.) when a customer earns a reward (e.g., loyalty points, discount, voucher).

1. Click Add creative on earning
2. Select either one: SMS, Email, Push notification
3. Select Create new to create a new template or choose from the list of available templates.
4. Select Done to save the changes.

Set expiry reminder

This feature lets you notify customers before a reward or benefit expires, encouraging them to use it before it becomes invalid.

1. Click Add creative expiry reminder
2. Select either one: SMS, Email, Push notification
3. Select Create new to create a new template or choose from the list of available templates.

4. Configure the Expiry Reminder by clicking the icon
5. Select Done to save the changes.

Managing Promotion Stacking

This feature allows you to set a promotion to be applied exclusively at the cart level. You can choose to allow this promotion to be applied with other offers or set it as exclusive to prevent any other promotions from being applied.

To configure stacking settings, follow these steps:

1. Click "Show" next to "Compatibility settings" at the bottom of the page.

2. Toggle "Mark this promotion as exclusive at cart level" to make the promotion exclusive at the cart level.

• Enabled_: If this promotion is applied, no other promotions will be applied to the cart.
• Disabled: Other applicable promotions can be applied to the cart along with this promotion.

3. Click Continue to save the settings.