Create and Manage Cart Promotions

Creating and managing a cart promotion is a structured process that moves from defining core metadata to establishing complex qualifying rules and redemption limits. The following steps outline the end-to-end journey of building a promotion, ensuring budget control through specific scope restrictions, and automating customer engagement via communication triggers.

This guide provides you with a step-by-step walkthrough of the cart promotion lifecycle, from initial identification and qualification triggers to complex redemption logic and automated customer messaging.

1. Defining the promotion details

You can establish the core identity of the cart promotion by setting its name, duration, and specific type (POS, Loyalty, or Rewards) to define exactly how it will behave during the campaign.

2. Configuring promotion earning

You can define the specific customer behaviors, such as registrations, profile updates, or milestone achievements, that will trigger the issuance of a cart promotion.

3. Defining conditions to be met to earn benefit

You can configure the cart-level rules, including minimum spend, item quantities, and specific product scopes that must be met before the cart promotion is activated.

4. Defining where to apply benefits

You can determine the benefit format (percentage, fixed amount, or free product) and specify whether the cart promotion applies to the entire cart or just select items.

5. Define scope and restriction

You can set the physical and operational boundaries of the campaign by restricting the cart promotion to specific stores, time windows, and customer segments while applying necessary redemption caps.

6. Additional information

You can use this section to input custom field data specific to your organization's needs, helping you with advanced internal tracking and financial reporting for the cart promotion.

7. Configuring communication triggers

You can set up automated SMS, Email, or push notifications to instantly alert your customers when they earn a cart promotion or to nudge them before it expires.

8. Managing promotion stacking

You can finalize the logic by determining if the cart promotion can be combined with other active cart promotions or if it should remain an exclusive, standalone benefit.