Cart promotions help to provide immediate purchase incentives by offering real-time benefits at the point of sale. Unlike loyalty programs that reward behavior over time, these promotions automatically scan the cart, check the rules, and apply rewards the moment conditions are met.

Every cart promotion is built on four key components:

Eligibility

Eligibility defines who can access the promotion and where it can be applied. A promotion is only evaluated if the transaction falls within the defined conditions.

Earning criteria for loyalty earning cart promotions

This section applies to promotions that require customers to earn the benefit first.

Duration

Duration defines the time during which a cart promotion is active.

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By default, an organisation can have up to 250 active promotions across all types. To increase this limit, raise a Jira ticket to the Capillary Product Support team.

Qualifying conditions

Qualifying conditions define what the cart must contain for the promotion to apply. The system evaluates the cart in real-time, and the promotion triggers only when ALL configured conditions are met.

Cart-level conditions

These conditions evaluate the entire cart as a single unit:

Product-level conditions

These conditions target specific items within the cart using filters:

Benefits

The benefit is the reward a customer receives when their cart meets the qualifying conditions.

Benefit scope

Benefit scope determines where the discount applies:

Product benefit logic

When applying discounts to specific products, define the relationship between triggering items and rewarded items:

Product criteria

When the benefit is set to Over and above the condition, define which specific products receive the discount.

Benefit value types

Benefit value type defines how the discount amount is calculated:

Recurring benefits

Enable Apply Benefit on Each Unit to make the benefit repeat within a single transaction:

Stacking and priority

When multiple promotions are valid for a single transaction, stacking rules and priority settings determine which promotions are applied and in what order.

Stacking behaviour

Each promotion has a stacking setting that controls whether it can be applied with other promotions on the same cart.

When exclusive and stackable promotions qualify at the same time, the exclusive promotion takes precedence and blocks all others from being applied, regardless of their individual stacking settings.

When multiple exclusive promotions qualify, only one can be applied. The system uses the promotion ranking order below to determine which exclusive promotion wins.

When multiple stackable promotions qualify, all of them are applied. The ranking order determines the sequence in which each discount is calculated — this matters because some discounts are applied to the original cart value, while others are applied to the already-discounted amount.

Promotion ranking order

When the system must choose between promotions — either because stacking is disabled or to determine the order of application — it evaluates them in the following priority order:

1. Segmented promotion (Highest priority) Targets a specific, pre-defined customer group. Because this promotion was deliberately configured for a precise audience, it is treated as the most intentional and takes precedence over all other types.

2. Reward The customer spent loyalty points or currency to acquire this promotion. Because the customer has already given up something of value to hold it, the system honours it before considering promotions they received passively.

3. Code-linked The customer actively typed in a promo code at checkout, signalling deliberate intent to use that specific offer. This explicit action gives it higher priority than promotions applied automatically.

4. Earliest expiry Among promotions that are otherwise equal in priority, the one expiring soonest is applied first. This prevents a customer from losing a nearly-expired offer because a longer-lived one was picked instead.

5. Maximum discount (Lowest priority) If no other differentiator applies, the promotion that gives the customer the greatest monetary saving is chosen. This acts as the final tiebreaker and ensures the customer always gets the best available value when all else is equal.

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The ranking order applies within the constraints of your stacking configuration. A lower-ranked stackable promotion can still be applied alongside a higher-ranked one — ranking only determines the winner when a choice must be made.

Communication

Configure automatic notifications to customers at key moments in the promotion journey.

Supported channels: SMS, Email, and Push Notifications.

Limits

Limits control how often and how widely a promotion can be used. These ensure the promotion remains financially viable and prevents misuse.

Constraint types

Available limit settings

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Redemption restrictions cannot be updated once the promotion is live.

Reset periods

A reset period makes a limit refresh automatically after a specified interval, rather than applying once for the entire promotion. When a cycle ends, the customer's usage counter clears and they can use the promotion again in the next window.

You can add a reset period to per customer, per promotion, per code, and per earn limits. Per cart limits do not support reset periods — they apply to individual transactions only, with no recurring cycle.

The following table describes the available reset period types: