Running Sales & Promotions

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The Shopp promotion system enables store operators to provide special offers through a number of different methods and uses a rich rule-based system to match the appropriate products or state of the shopper's order. It has been designed for flexibility and very precise control, with the trade-off that it can become complex quickly.

For an easy way to put a product on sale, you can add a sale price directly to a product in the Product Editor.

Promotions are managed under the ShoppPromotions menu. Click the New Promotion button in the upper-right to get started.

Contents

Description

When a particular promotion applies to an order, the description of the promotion typically shows up in the shopper's cart, on the order summary during checkout and in the order receipt. This behavior can be overridden by customizing theme templates.

It should be a very short label that fully describes the promotion. For example, a promotion that provides a discount of 10% on a specific item might use: 10% off Product Name!

Status

The status is used to control when the promotion is active on the store. Mark the Enabled box to activate the promotion. Use the date range to limit the promotion to a timeframe. Promotions that include a date range must also be Enabled, but are only available during the timeframe included.

For date ranges, the promotion become effective at midnight of the local timezone on the date specified first and end at 11:59:59 of the local timezone on the specified end date.

Applied To

You can apply the promotion to the Catalog, or specifically, the products shown in the catalog. Any price discounts are shown in the catalog on the products the promotion applies to based on the rules you set.

For certain promotional discount rules, you'll need to set your promotion to apply to the Order. Where this is particularly evident is for promotion rules based on the item quantity or promo code (which only exists and applies to the customer's shopping cart).

Discount Type

Shopp provides four discounts to give you more control over the types of promotions you are able to offer to your customers.

  • Percentage Off
    Takes a percentage amount off of the product unit prices if the promotion is applied to the catalog, or a percentage amount off of the order or order items depending on whether the conditions set for the promotion are met. Percentage discounts applied to the catalog show up in the catalog as a sale price. Sale prices specified and enabled in the product editor will override percentage discounts set in a promotion.
  • Amount Off
    Takes a direct currency amount off product unit prices, a specific order item or the entire order. Similarly to the percentage off discount, an amount off discount applied to the catalog will show up in the catalog as a sale price. Sale prices specified and enabled in the product editor will override amount discounts set in a promotion.
  • Free Shipping
    Overrides any shipping amount on an order setting the shipping fee to 0. As shipping prices are only available to an order, the free shipping discount will only work when applied to an order. The free shipping discount is only applied when the conditions set for the promotion are met.
  • Buy X Get Y Free
    Provides a special type of discount that allows for free additional items when a certain number of that item are ordered. Due to this discount being item quantity based, it will only work when applied to an order. If amounts are set to Buy 2 Get 1 free, the customer will need to add 3 of that item to their cart in order to see the discount applied. The order is given a discount in the amount of the unit price of the item.

Conditions

The conditions give you a powerful way to apply promotions to everything in your store down to specific products in your catalog or orders with specific items in them.

You will first need to set how the rules will be matched. If set to match all conditions, every condition you add must be matched in order for the promotion to be applied (whether to a product in the catalog, or an item in an order or to the order in general). If set to match any of the conditions, any time any one of the conditions you set are matched, the promotion will be applied.

For promotions applied to products in the catalog, the following rules are available:

  • Name - match a product by the product name
  • Category - match a product if it is in a given category
  • Variation - match a product based on the variation option label
  • Price - match a product based on the price of the product/product variation
  • Sale Price - match a product based on the sale price of the product/product variation (as set in the product editor, not by any other promotions)
  • Type - match a product based on the type of product (Shipped, Download, Donation, etc)
  • In Stock - match a product based on the number of the product/product variation in stock

For promotions applied to an order, the following rules are available:

  • Item name - match orders where an item exists in the cart/order with the given item name
  • Item quantity - match orders where an item in the cart/order has the quantity specified
  • Shipping amount - match orders based on the shipping cost of the order
  • Subtotal amount - match orders based on the cart/order subtotal (the total of all the items ordered before discounts, taxes and shipping are applied)
  • Promo code - match orders where the shopper has supplied the code as specified here in the conditions

Order Promotions Explained

It is important to understand how Shopp will apply discounts for Order Promotions, so you know how these promotions will affect your bottom line, and how to potentially avoid awkward customer service issues. Be aware that it is your responsibility to understand how a promotion will apply. Never assume that it is impossible for a customer to get a better deal than what you intended when you defined your promotion.

Limiting the Number of Promotions

Sometimes you want to be sure that a customer can't "game" your store by stacking countless promotions in the cart to widdle away the total. The first limiting factor is the Promotions Limit. You can set this limit in your Shopp Checkout Settings.

Go to your WordPress Admin page → Shopp → Settings → Checkout, and set the Promotions Limit. If you make use of promotions, we recommend setting a Promotions Limit.

For each order, the total number of promotions applied to the cart will be limited to this number. Therefore, when this limit is met, the customer is prevented from getting additional discounts, neither automatically, nor by entering a Promotions Code.

It is also worth noting that Promotions Codes are not analogous to Coupons, (or one-time use codes). While a Promotions Code can not be used twice on a single order, it can be used on each Order.

Understanding when Order Discounts Apply

To understand when a discount will be applied to the order total, remember the following:

  1. The discount target is the whole Order, not an item in cart, even if item criteria are specified in the Order promotion rule set.
  2. All criteria are satisfied independently against the whole order, not against an item in the cart, even if item criteria are specified in the promotion ruleset.

If your promotion is defined as "Apply discount to Order where ANY of these conditions are met:", any criteria that is true for the whole Order will cause the Promotion discount to apply to the whole Order.

If defined as "Apply discount to Order where ALL of these conditions are met:", all the criteria must be independently satisfied by the Order. To be clear, this means that two item criteria can be satisfied by two different items in the cart.

Order Discount Examples
Example 1

Discount Percentage: 2% Apply discount to Order where ALL of these conditions are met:

  • Any item name is equal to "1/10 Carat Diamond Journey Heart Pendant in Yellow Gold"
  • Any item quantity is greater than 3

The you may think this will apply to this particular item when the quantity for that item is greater than 3. It will, but it will also apply for the following:

Cart 1

The following cart would satisfy the criteria of Example 1 and the discount of 2% would apply to the entire order.

  • Qty 1: "1/10 Carat Diamond Journey Heart Pendant in Yellow Gold"
  • Qty 4: "10kt White Gold .02ct TDW Diamond Heart Pendant"

This will apply the discount is because both criteria are independently satisfied.

Example 2

Buy 4, Get 1 Free Apply discount to Order where ALL of these conditions are met:

  • Any item name is equal to "1/10 Carat Diamond Journey Heart Pendant in Yellow Gold"
  • Any item name is equal to "10kt White Gold .02ct TDW Diamond Heart Pendant"
  • Promo Code is equal to Buy4Get1

You may think that this will limit the Buy 4, Get 1 to only these two items, when the promo code applies. This is not correct. Remember, the Buy X Get Y Free, when applied to the order, will give the order discount for each item that has quantity X + Y. Item criteria will determine whether the Buy X Get Y Free discount will apply, but not what it will apply to. Quantity is the only implicit criteria that will limit that.

Cart 2

In this cart, the Example 2 order promotion will apply and the order will be discounted the price of one "1/8 Carat T.W. Diamond White Gold Swirl Pendant".

  • Qty 1: "1/10 Carat Diamond Journey Heart Pendant in Yellow Gold"
  • Qty 1: "10kt White Gold .02ct TDW Diamond Heart Pendant"
  • Qty 5: "1/8 Carat T.W. Diamond White Gold Swirl Pendant"
  • Promo Code: Buy4Get1