You can build a comprehensive cart promotion by following this guided workflow. Define the metadata, conditions, and benefits of your promotion, then apply specific limits to ensure it reaches the right audience at the right time.

This guide provides a step-by-step walkthrough of the entire cart promotion lifecycle, from initial qualification triggers to redemption conditions and automated customer communication.

Step 1: Defining the promotion details

Start by defining the promotion's basic identification and the active window for your campaign.

1. Go to Engage+, open the campaign where you want to create the promotion, and navigate to the Promotions tab.

2. Select New cart promotion.

3. In the Promotion Name box, enter a unique name. The character limit for the promotion name is 255 characters.

4. In the Description box, outline the business case or key configuration details for internal reference.

5. In the Duration box, select the start and end date

6. You can select specific hours for the promotion by selecting the Time box at the bottom of the date picker.

7. Under Promotion type, select a specific structure based on your goal:

8. Toggle Customer Activation Required to Enabled if you want the customer to manually "claim" the benefit via an app or website before it can be used.
9. Select Continue.

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If you selected Loyalty Earning or Rewards, proceed to Step 2 to configure earning triggers. For all other promotion types, the UI skips directly to Step 3.

Step 2: Configuring promotion earning

Promotion Earning defines the specific triggers required for a customer to qualify for and "unlock" a promotion. While standard POS promotions apply automatically based on cart contents, earning-based promotions, such as Loyalty Earning and Rewards Promotions, require a specific set of actions before the benefit becomes available for redemption at the point of sale.

Loyalty earning cart promotion

Under Loyalty Earning Cart Promotion, there are two types of earning cart promotion: Single Activity and Activity Milestone.

Single activity-based promotion

A Single activity-based promotion allows you to reward customers for a one-time specific action, such as joining your program or completing a purchase.

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

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

2. Define the scope of the promotion.

Specify where the promotion should run by limiting it to specific store entities: Concepts, Stores, or Zones. so only customers transacting in those selected entities are eligible for the offer.

• Concept – A logical grouping of stores, typically by brand or business line, for example, groceries, electronics, apparel.
• Store – A physical or operational outlet (branch) that belongs to one concept and is mapped to one or more zones.
• Zone – A geographical grouping of stores used for regional structuring, categorization, and reporting, for example, India-North, Bangalore-East.

3. Define the earning conditions for the cart promotion.

Specify the earning conditions for the cart promotion by specifying what conditions must be true, for example, attributes or behaviors, so that the customer becomes eligible to earn this promotion.

The fields are as follows:

4. Define the additional settings for the cart promotion.

Specify the additional settings by restricting how long, from the date of issue, a customer is allowed to earn the promotion

Activity milestone-based earning

Activity milestone-based earning lets you reward customers only after they complete a predefined milestone. You can specify a milestone group or choose a specific target to be achieved, and also limit how many times each customer can earn the cart 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 to earn promotion

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

Rewards cart promotion

Rewards cart promotion lets you automatically issue benefit-based cart promotions when customers meet predefined behaviors or preferences, using a direct trigger and optional per-customer earning limits to control how many times the benefit can be earned.

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 the maximum earnings per customer that will limit the number of times a customer can earn the promotion.

3. Select Continue.

You have successfully configured the promotion earning; now proceed to Step 3 to define the cart conditions.

Step 3: Defining conditions to be met to earn benefit

Here, you can specify the cart rules, such as cart amount, item counts, product-level sums, payment modes, or gift vouchers, that can be configured as earning criteria for the promotion's benefit to be applied.

Understanding "product scope" & inclusions

For properties like Sum of line Item Amount for selected product or Sum of line Item Quantity for selected product, you must configure which products to count.

1. Navigate to Select product to open the Define qualifying conditions drawer.

   

2. Under Products identified based on, choose how to target your items:

   

• List of SKU codes: Select this to target specific items via a file upload.

  • Select Choose file to upload your CSV.
  

• Selected categories/Brands/Attributes: Select this to target products dynamically based on your catalog hierarchy.

  

3. Configure the Include and Exclude rules:

• Include: Only count items that match these criteria.

  • In the Select criteria dropdown, choose Categories, Brands, or Product attributes.
  
  • Search for or select the specific values (e.g., "Sandwich" or "Style") and click Select.
  

• Exclude: Count everything except these items.

  • You can exclude items based on Categories, Brands, Product attributes, or by uploading a specific List of SKU codes.
  

4. Select Done to save your product scope.

Understanding "AND logic" (multiple conditions)

For properties such as Sum of line item amount for selected product and Sum of line item quantity for selected product, you can combine multiple conditions to create highly specific promotion. The promotion will only trigger if every single condition defined is true.

To configure multiple conditions, follow these steps:

1. After defining your first rule, select + Add condition.

1. Choose the next Cart property from the dropdown menu, such as:

   • Sum of line item amount for selected product.

2. Select the Operator and enter the required Value.

   

3. Select Add condition again to add more conditions.

You can add a maximum of 10 conditions per promotion. All conditions are linked by AND logic, requiring every rule to be met simultaneously to activate the benefit.

Example Scenario: "Premium Weekend Sale"

• Condition 1: Sum of Line Item Amount (Electronics) >= $2000.
• Condition 2: Sum of Line Item Quantity (Accessories) >= 2.

Result: A customer buying a $2100 laptop and 2 chargers gets the benefit. If they buy the laptop but only 1 charger, the promotion will not trigger because all conditions were not met.

You have successfully defined the conditions; now proceed to Step 4 to configure the benefits.

Step 4: Defining where to apply benefits

Once the qualifying conditions are met, you must define the specific benefit the customer will receive. This involves determining whether the discount applies to the entire cart or specific items, and choosing the calculation method for the benefit.

1. Select benefit scope

Choose where the discount should be applied:

• Cart: Applies the discount to the final bill subtotal.
• Select products in cart: Applies the discount only to specific items within the cart.

2. Configure product logic

If you chose Select products in cart, you must define how the system identifies the items to be discounted:

3. Choose benefit type

Select the format of the benefit:

• Fixed amount: A specific currency value is deducted (e.g., ₹100 off).

• Percentage based: A percentage is deducted from the price (e.g., 10% off).

• Free product: A specific item is given at no cost.

• Fixed target amount: Also known as a Bundle Price, where a group of items is sold for a set price (e.g., Buy 3 for ₹999).

  

4. Recurring benefits

To allow a benefit to repeat within the same transaction, toggle Apply benefit on each unit to Enabled.

• Example: For every 2 items bought, the customer gets ₹50 off. If they buy 4 items, they get ₹100 off.

• Configuration: Set the Unit Type as Quantity or Amount and enter the Value that triggers the promotion.

  

Step 5: Define scope and restriction

Defining the where, when, and who for your promotion ensures campaign integrity and budget control. This step allows you to set boundaries on eligibility and prevent over-redemption by establishing clear usage parameters.

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

   

5.1 Defining eligibility (Scope)

Configure the physical and demographic boundaries of your promotion to ensure it reaches the intended audience.

Location and time scope

• Limit to specific store entities: Select Customize to restrict the promotion to specific physical or logical locations.

  
  • Concept: Select specific brand concepts from the dropdown.
  
  
  • Store: Choose individual stores or Upload stores via a file.
  
  
  • Zone: Restrict by geographical zones.
  
  

Limit the cart promotion to a specific day/time scope

Select Customize to define the recurring active window.

Select the Recurrence Frequency: Use the Days/month scope dropdown to decide how often the window repeats.

• Weeks: Choose this for weekly patterns, for example, every Tuesday.
• Days: Choose this for monthly patterns for example the 1st and 15th of every month).
• Does not repeat: Choose this if the promotion should run 24/7 during its active dates.

Define the days the promotion should be active

Based on your selection in Step 1, the system will enable or disable specific fields:

• If you chose "Weeks": The Days of the week field becomes active. Select the specific days (e.g., Monday, Wednesday) the promotion should run. The Dates of the month field will be greyed out.

  

• If you chose "Days": The Dates of the month field becomes active.

Set the Daily Active Window: Regardless of the recurrence, define the specific hours of the day:

• Start time: The exact time the benefit goes "live" on the selected days.

  

• Duration in hours: How long the benefit stays active from the start time.

  

Customer eligibility

Select Customize next to Limit to specific customers to define your target audience:

Customer eligibility settings allow you to narrow down your audience from the general public to specific loyalty tiers or subscription members.

1. Select the primary Audience: Under the Customers who are eligible for this promotion section, choose the primary group.

• All customers: Select this to make the promotion available to every registered user in your database.
• Loyalty customers: Select this to restrict the offer specifically to members of your loyalty program.

2. Define the Loyalty Scope: If you selected Loyalty customers, specify which members are eligible by making a selection under Who belongs to loyalty type.

• All: The promotion is open to every member across all programs and tiers.
• Supplementary program: Choose this to target members of a specific sub-program, such as a paid subscription or a partner program.
• Tier: Select this to target specific status levels, for example, Gold or VIP tier.

Targeting by Tier

1. Select Main program: Navigate to the Main program dropdown and select the primary loyalty program, for example, Group Loyalty Program.

2. Select Tier: Once the program is selected, the Tier dropdown becomes active. Select a specific tier, for example, the Gold tier, from the list.

3. Select Done.

Targeting by Supplementary Program

1. Select Main program: Navigate to the Main program dropdown and select the primary loyalty program associated with the subscription.

2. Select Supplementary program: Once the program is selected, the Supplementary program dropdown becomes active.

3. Select Done .

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To prevent configuration errors, the specific Tier or Supplementary program lists remain greyed out until a Main program is defined. If you change the Main program, the sub-selections reset to ensure the logic remains valid.

5.2 Understanding restrictions by promotion type

Different promotion goals require different levels of control; the fields available under Issual and Redemption restrictions vary by promotion type.

The following table shows what type of limits are supported by each promotion type.

5.3 Managing issuance and access restrictions

The following settings define how a promotion is issued to a customer or how they access it via codes, and how many times it can be redeemed. By configuring issual, code-level, cart-level, customer-level, and cross-customer limits, you can prevent misuse and limit overall discounts provided based on your requirements.

1. Individual promotion issual limit

Available for Loyalty, Loyalty Earning, and Rewards promotions.

1. Locate the Individual promotion issual limit field.

2. Enter the numerical value for how many times a customer can be issued this promotion.

   📘The maximum allowed limit is 50.

   

2. Individual code limits

This section appears only for Code-linked promotions.

i. Toggle Enable limit on the number of times a promo code can be redeemed to Enabled.

• In the Maximum times a promo code could be redeemed box, enter the total global limit.

• Under Refresh the limit after a specified period, enter the numerical value and select the frequency (Never, Days, Weeks, or Months).

  

ii. Toggle Enable limit on the number of transactions a promo code can be redeemed to Enabled.

• In the Maximum transactions in which a promo code could be redeemed box, enter the numerical limit.
• Under Refresh the limit after a specified period, enter the value and select the frequency. (Never, Days, Weeks, or Months).

iii. Toggle Enable limit on total discount a code can provide across redemption to Enabled.

• In the Maximum discount a promo code could provide across redemptions box, enter the INR value.

• Under Refresh the limit after a specified period, enter the value and select the frequency.

  

5.4 Configuring redemption restrictions

You can specify restrictions to control how often a promotion can be used and how much discount it can give. Here you can set limits per earn, per cart, per customer, and across all customers, and these settings can’t be changed after the promotion goes live.

1. Earn limits

You can use earn limits to control how many times each earned benefit can be redeemed and how much discount a single earn can give.

Earn limits are available only for Loyalty Earning and Rewards promotions.

1. Toggle Restrict redemptions per earn to Enable
2. Maximum times an earn could be redeemed: Enter a value to limit how many times the discount from a single earning event can be applied. This prevents a customer from reusing the same benefit multiple times if they have not met the criteria for a new one.
3. Maximum transactions in which an earn could be redeemed: Enter the allowed transaction count value. This restricts the benefit to a specific number of checkouts. For example, setting this to "1" ensures the benefit is "single-use only" and cannot be spread across multiple smaller purchases.
4. Maximum discount due to single earn: Enter the maximum currency (INR) value for the discount. Regardless of the percentage offered, the total discount will never exceed this amount, protecting your margins on high-value carts.

2. Individual cart limits

Available for all promotion types.

1. Number of times the promotion could be redeemed in a single cart: Enter the allowed quantity per order. This prevents a single customer from "bulk-buying" a promotion within one transaction. For example, if you have a "Buy 1 Get 1" benefit, setting this limit to 1 ensures the customer only gets one free item, even if they have four eligible items in their cart.
2. Maximum discount due to the promotion in a single cart: Enter the INR value to limit the discount per order. Even if a customer qualifies for a high percentage discount (e.g., 50% off), this setting ensures that the total discount amount for that specific order never exceeds your defined amount limit.

3. Individual customer limits

Available for POS, Loyalty, Earning, and Rewards.

1. Toggle Enable limit on the number of times a customer could avail the promotion to Enabled.

   • Enter the Maximum times a customer could avail the promotion. This sets a limit on the usage per customer. For example, setting this to "1" ensures the promotion is a "one-time-only" benefit per customer.
   • Under Refresh the limit after a specified period, enter the value and select the frequency. This enables the customer to avail the promotion after a specific interval. For example, a "Monthly Treat" promotion can be set to refresh every 1 month, allowing the customer to use the discount once every billing cycle.
   

2. Toggle Enable limit on the number of transactions a customer could avail the promotion to Enabled.

   • Enter the Maximum transactions in which a customer could avail the promotion Enter the total number of unique checkouts allowed per user.
   • Under Refresh the limit after a specified period, enter the value and select the frequency. This allows you to create a "Per-Visit" promotion. For example, setting a limit of 1 transaction every 1 week encourages the customer to return to your store once a week to use their reward.
   

3. Toggle Enable limit on total discount a customer could avail across redemptions to Enabled.

   • Enter the Maximum discount a customer could avail across redemptions in INR. This limits the maximum discount allowed per customer. For example, if you set a limit of ₹2,000, the customer can keep using the promotion across multiple visits until their total discount reaches that amount, after which the benefit will no longer apply to them.
   • Under Refresh the limit after a specified period, enter the value and select the frequency. This creates a recurring "savings budget" for the customer. For example, a ₹500 monthly limit allows a customer to save up to ₹500 every month; once the month ends, their savings balance resets to zero, and they can earn the discount again.
   

4. Promotion limits across customers

Available for POS and Loyalty promotions.

1. Toggle Enable limit on the number of times customers could avail the promotion to Enabled.

   • Maximum times customers could avail the promotion : Enter the total number of redemptions allowed across the entire organization. This creates a "first-come, first-served" scenario. For example, if you set a limit of 10,000 redemptions, the promotion will automatically deactivate for everyone the moment the 10,000th transaction is completed.

   • Under Refresh the limit after a specified period, enter the value and select the frequency. This allows you to set periodic campaign goals. For example, a limit of 1,000 per week ensures your marketing spend is distributed evenly over the course of a month, rather than being exhausted in the first few days.

     

2. Toggle Enable limit on the number of transactions in which customers could avail the promotion

   • Enter the Limit the maximum times customers could avail the promotion. This limits the number of times customers can avail this discount. For example, if you set a limit of 5,000 transactions, the system will stop applying the discount as soon as the 5,000th transaction occurs, regardless of which customers are shopping.
   • Under Refresh the limit after a specified period, enter the value and select the frequency. This allows you to manage "transaction pacing." For example, a limit of 500 transactions every 1 day ensures that the promotion stays active over a longer campaign period by preventing the entire budget from being used up in a single morning sale.

2. Toggle Enable limit on total discount customers could avail across redemptions to Enabled.

• Enter the Maximum discount customers could avail across redemptions in INR.
• Under Refresh the limit after a specified period, enter the value and select the frequency.

5.5 Set the expiry of the earned promotion

For Loyalty Earning and Rewards promotions, define when the issued benefit becomes invalid.

1. Select Along with the promotion to sync expiry with the main campaign end date.

2. Select From the date of earning and enter the number of Days the promotion remains valid after it is issued to the customer.

   

Step 6: Additional information

This section allows you to enter the value for a custom field that has been configured for the organisation. To learn 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

Step 7: Configuring communication triggers

This section defines how the system automatically interacts with your customers. You can configure automated messages (SMS, Email, or Push Notifications) to notify customers when they receive a benefit or to nudge them before it expires.

1. Navigate to Communication: Scroll to the communication section on the main promotion configuration page.

2. Define "On Earning" Messages:

   • Select: Navigate to + Add creative on earning.

     

   • Action: Choose a pre-defined template from the SMS, Email, or Push notification tabs to notify customers the moment they qualify for the benefit.

   

3. Set Expiry Reminders:

   • Select: Navigate to + Add creative expiry reminder.
   
   • Action: Choose a template to alert customers before their earned benefits expire, encouraging timely redemption.
   

Step 8: Managing promotion stacking

This 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. Select "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. Select Continue to save the settings.

You have successfully configured the benefits, scope, restrictions, and communication settings; now proceed to finalize the promotion.

Review your configuration and select Create promotion to activate the cart promotion

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Note

By default, an organization can have up to 250 active promotions across all types. If needed, this limit can be increased based on requirements.