Configure Cart Promotion

Each type of cart promotion has a different configuration process based on its use case. Refer to the sections below for the specific promotion type you want to configure, and follow the corresponding steps to complete the setup.

Loyalty Cart Promotion

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Type of Cart Promotion. It is not same as loyalty promotion.

To configure Loyalty Cart Promotion follow the steps below.

Define Availing conditions and benefits.
Add Additional Information.
Setup Communication.

Earning Cart Promotion

To Configure Loyalty earning cart promotion follow the steps below:

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

POS Promotion

To configure POS promotion follow the steps below:

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

Rewards Promotion

To configure Rewards promotion follow the steps below:

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

Code linked promotion

To Configure code linked promotion follow the steps below:

Configure Availing conditions and benefits . Define qualifying cart conditions & benefits.
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:

Select the activity that target customer should achieve to earn promotion

Option	Description
Makes a transaction	Customer makes a purchase with your brand
Registers	Customer registers in your loyalty program
Updates profile	Customer Updates their profile

Define the scope of the promotion.

Define the earning conditions for the cart promotion.

The fields are as follows:


Criteria Name*	Name to identify the criteria
What conditions are to be met?	Condition to be evaluated. For more information refer to the document on Profiles.

Define the additional settings for the cart promotion.


Maximum Earning per Customer	Limit how many times a customer can earn the promotion
Restrict earning days	Define the promotion earning time period from the date it is issued.

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.

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

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

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

Rewards Promotion

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

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

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

Select Continue to proceed.

Availing conditions and benefits

Define the cart conditions and the associated benefits that must be met for the promotion to apply.

Define the benefits and cart/product conditions to avail the cart promotion

To define the benefits and cart/product conditions to avail the cart promotion, follow these steps:

Select Add conditions/benefits.
In Define qualifying conditions, select the cart property. Refer to the table below.

Option	Description
Cart amount	To define the qualifying condition on the entire cart amount. For example, avail the promotion only for customers whose cart value is `>= $100`.
Count of items in the cart	To define the qualifying condition on the count of items added to the cart. For example, avail the promotion only for customers whose cart count `> 5`.
Sum of line item amount for the selected product	To define the qualifying condition on the price of line items of specific products, categories, brands, or attributes in the cart. Use Select product to add your preferred products, attributes, or categories. For example, avail promotion only if the sum of the price of cart items of only shirts (product category) exceeds `$200`.
Sum of line item quantity for the selected product	To define the qualifying condition on the count of line items of specific products, categories, or attributes in the cart. Use Select product to add your preferred products, attributes, brands, or categories. For example, avail promotion only if the count of specific cart items (shirts - product category) exceeds `3`.
Payment Mode	To define what mode of payment is used to make the transaction.

Select whether the benefit is on Cart or** Selected product in the cart ** . This step is not required when the qualifying condition is payment mode.


Cart	Refers to the customers entire shopping cart
Selected products in the cart	Define specific products in the cart that the condition or benefit should apply to

Select how the benefit is offered Fixed amount or Percentage based.
Click Continue

Define scope and restriction

To define scope and restriction for cart promotion follow these steps:

Select Add scope/restrictions.
UnderDefine scope - Enter the scope of availing the promotion : specific store or zone and day/time. For more information on scope refer to the store hierarchy document.
Click on Continue to proceed.
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.

Under Redemption restriction, configure the following:

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

Field Name	Description
Restrict redemptions per earn	Toggle to enable limiting redemptions based on each earn event.
Maximum times an earn could be redeemed	Sets how many times a single earn instance can be redeemed.
Maximum transactions in which an earn could be redeemed	Sets the number of different transactions where the same earn can be used.
Maximum discount due to single earn	Specifies the maximum discount value allowed from a single earn.

ii)Individual cart limits

Field Name	Description
Number of times the promotion could be redeemed in a single cart	Sets how many times the promotion can apply within a single transaction/cart.
Maximum discount due to the promotion in a single cart	Sets a limit on the total discount provided by the promotion within one cart.

iii)Individual customer limits

Field Name	Description
Enable limit on the number of times a customer could avail the promotion	Toggle to restrict how many times a customer can use the cart promotion in total.
Maximum times a customer could avail the promotion	Defines the maximum number of times a customer is allowed to use the cart promotion.
Refresh the limit after a specified period	Sets the reset frequency for cart promotion redemption limit .
Enable limit on the number of transactions a customer could avail the promotion	Toggle to restrict the number of transactions in which a customer can apply the promotion.
Maximum transactions in which a customer could avail the promotion	Sets the maximum number of transactions that qualify per customer.
Refresh the limit after a specified period	Sets the reset frequency for transaction limit.
Enable limit on total discount a customer could avail across redemptions	Toggle to limit the total discount amount a customer can receive from all redemptions.
Maximum discount a customer could avail across redemptions	Defines the overall discount amount limit per customer across all uses
Refresh the limit after a specified period	Sets the reset frequency for discount redemption limit. Never: The limit does not get reset. Days: Select the number of days after which the limit is reset. Weeks: Select the number of days after which the limit is reset.

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Note
Redemption restrictions cannot be updated once the promotion is live

Click on Continue to proceed.
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.
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:

Enter the value for the custom field.
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).

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

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

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

Updated 8 days ago