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Promo Builder

Our powerful PromoBuilder allows for the creation of volume based discounts and promotional codes to help drive traffic and increase sales. Discounts can be applied to products, shipping or both and can be added as percentages or dollars off. Discounts can be applied to mixed orders, to certain products only, or to all products with certain exclusions. Discounts can apply across the board or to certain member types only. Start and end dates are also available. Watch the video below for step by step instructions.

Here’s a video showing how to set up a free shipping/shipping included promotion:

 

How To Setup A Promotion:

Step 1

After clicking on “PromoBuilder” at the top, you will select “Add a Promotion” at the top of your PromoBuilder screen. You will begin by giving your promotion a name. This name will display in the shopping cart, so use a descriptive name. If you would like to offer a coupon code to mailing list subscribers or tasting room visitors, for example, you can define your coupons in the next field. Decide on a “coupon code” and enter it here. If you leave the coupon code blank the promotion will automatically apply to anyone who qualifies for it (i.e. if it’s a case discount, for 12+ bottles, once they reach the 12+ bottle mark the promotion will be added to their products that are included in the promotion.

Next, choose a group to make this promotion available to. You can choose to make it available to “Everyone”, to “Specific Contact Types” (such as club members, subscribers, or the trade), or to “Specific Club Levels” (such as Club A or Club B). Your choice here will determine which tab is displayed as your second tab. For example, if you choose “Specific Contact Types”, the second tab displayed will allow you to choose between your various contact types (i.e. newsletter subscribers, employees, etc.).

Next, decide whether you would like to offer the discount on “Select Products” (i.e. a product of the week promotion), “Select Product Categories” (i.e. all products appearing in a specific category), “Select Product Brands” (i.e. first party wine, or products), or the “Entire Store”. After you make your choice and click “Save”, a third tab will appear, allowing you to further define your discount based upon your choice in this field.

Finally, set both a start and an expiration date for your offer and click “Save” to move to the next tab. Note: Promotions will become active at 12:00am PST on the set start date and end at 11:59pm PST on the set end date. So if your end date is 01/01/2000 your promo will end at the end of the day on January 1st.

Step 2

The second tab of the PromoBuilder is determined by your choice in the “Available To” field of step 1. If you chose “Everyone”, there will be no added tab here and the promotion will in fact be available to everyone. If you chose “Specific Contact Types”, the second tab will allow you to choose between the various user groups available on your website such as: “club members”, “employees”, “friends and family”, “the trade”, “purchasers”, or “subscribers”. If you chose “Specific Club Levels” in step 1, you will be prompted to choose between your different club levels in this step.

Step 3

The third tab of the PromoBuilder is determined by your choice in the “Type” field of step 1. If you chose “Promotion on Select Products” you will see a prompt which asks you to “Click to add a product to this promotion”. After clicking you will see a drop down list of all of the products in your store. Choose the product you would like to apply the discount to and click save. You can add additional products to this promotion in the same manner. If you chose “Promotion on Select Categories” in step 1, a “Categories” tab will appear and you will be prompted to select the appropriate categories for your promotion. If you chose “Promotion on Select Brands”, you will be prompted to choose between your various brands. If you chose “Promotion on Entire Store”, tab 3 will not appear and your promotion will apply to everything in your store.

Step 4

The fourth tab of the PromoBuilder “Exclusions” allows you to exclude specific products from this promotion. Simply choose the products you wish to exclude from the drop down list that appears. All of the products in your store will appear in the drop down. Search functionality in this tab helps you to filter your results by category, brand, etc.

Step 5

The fifth tab of the PromoBuilder is where you will define your promotion. First choose a discount amount. The discount can be either a percent off or dollars off. Next decide whether you would like your discount to apply to “Products Only”, “Shipping Only”, or to “Products and Shipping”. If you choose “Shipping Only” a check box appears which will allow you to make this discount apply to the lowest shipping rate. You will most likely want to check this box so that the discount applies to ground rates only. Next you can set either minimum dollar amounts (before shipping and taxes) or minimum quantities before the discount applies.

Step 6

The sixth tab of the PromoBuilder allows you to couple this promotion with other offers (i.e. customers may be eligible for more than one offer at once). If you do not couple the offer, our system will choose the best option for the customer and he/she will be eligible for only that offer. We have found that it is best to not run too many offers at once as this will inevitably complicate things.

Once you have set up your promotion, it is always a good idea to test it in the shopping cart and make sure everything is working in the way you intended.

Be Careful!

Promotions can be difficult to set up if your offering many promotions with different criteria. Be careful when you set them up and think through the scenarios that your promotions create. You should ALWAYS test your promotions fully (test by having a coupon code so it won’t be a live promotion) to make sure you’re not over discounting your products.

To/From Fields - If you're wanting to offer a discount, in this example free shipping for orders that are greater than or equal to $150 and/or orders that are over 12 bottles (or items), you will need to create two promotions, this is necessary because they should get free shipping if they order $150 or more and they should also get free shipping is they order 12 or more bottles. If you set this up as one promotion, the promo would give free shipping if they orders 12+ bottles AND their cart was at $150 or more which is not desired.

Promotion On Select Product Categories Promotions - “Promotion On Select Product Categories” based promotions can only be used on orders placed the frontend of the website. These promotions apply to products purchased from the specific WebPages that you specify on the Product Categories tab of the promotion. If the promotion is set to your Red Wine store page, only wines purchased from the Red Wines page will qualify for the promotion. Orders placed on the Admin Panel will not qualify for “Promotion On Select Product Categories” based promotions.

Coupling Promos – Our system will automatically give the best promotion possible to the customer that they qualify for. Because there are two promotions for free shipping in the example above in the ‘To/From Fields’ section, and you want them both to couple with an additional promotion you’re creating, like a ‘15% Discount on 6 Bottles Mix & Match’, our system sees that both the 12+ bottles and $150+ promos are both coupled, so in the scenario that a customer has 12 or more bottles and the total is $150 or more, the would receive free shipping twice. Our system doesn’t allow shipping or products to go into the negative. This would be a big issue if your shipping discounts were a product discount, the customer would receive a greater discount that you wanted. To handle this, you need to duplicate the ‘15% Discount on 6 bottles mix and match’ promo, and have one couple with the 12+ bottle promo and one couple with the $150+ promo. You’ll see that I’ve already done this for you.

Promo Not Working? If your promotion isn't working after you've changed everything, you may need to close your internet browser completely (or open a new internet browser) for the promotion to take affect (you need to do this because your internet browser will cache the old promotion, closing the browser will remove the cache).

Advanced Promotions in URL String »

 

 

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