Discounts

Optimizely Customized Commerce has a powerful and flexible feature for applying discounts to create targeted campaigns. Optimizely Customized Commerce offers a set of standard discounts with the most common setups, which you can customize to accommodate specific campaigns.

A discount contains three components, color-coded to help you identify them:

• Products or categories from which purchases must be made to activate the discount (gray)
• Discounted items (blue)
• Discount amount or percentage (green)

Create a discount

Create a discount to make your marketing campaign more effective. You can only add discounts to campaigns.

1. Go to Marketing > Campaigns.
2. Click Create New... > Discount. You can also click Options > Add Discount by the campaign or add a discount while creating a new campaign.
3. Assign a name to the discount.
4. Choose a discount type. See Built-in discounts for more information.
5. Edit the name and give the discount a description, if desired.
6. Upload a banner image to display on the web page, if desired.
7. Set the Scheduling and Status for the discount. By default, the discount mirrors the dates/times of the campaign. You can also set different start and end dates. Select Active to make the discount active.
8. Specify a Promotion Code, if necessary. This code acts as a coupon for customers to use to receive a discount on their order. Entering the code activates the discount.
9. Set the amount or percentage of discount.
10. Select what items not to apply the discount to, if necessary.
11. Enter any Redemption Limits, such as how many times a discount can be redeemed across all orders or per customer. You can change this number at any point without affecting the the number of redeemed discounts.
12. Click Save.

Select discount-eligible items

Drag and drop discount-eligible items from the catalog to apply the discount or click Select Content. 

You can select:

• One or more categories. Its products are eligible. Use the Include subcategories box to determine if products in selected categories' subcategories also are eligible. By default, the box is selected.
• Individual products, SKU, or package.
• A catalog (certain discounts). 

Copy a discount

You can copy (or cut) and paste any discount to another campaign using Options or drag and drop. You can also copy and paste a discount to its current campaign. A number is appended to its name to distinguish it from the original discount.

Copying a discount copies all field values except for status and dates:

• The copied discount is inactive by default.
• If the scheduling value is Same as the campaign, the value is maintained, and the dates are adjusted to match the "copy to" campaign's active dates.
• If the scheduling value is Different start and end dates, those dates are copied to the new discount.
• If one or both dates are outside of the "copy to" campaign’s date range, a warning appears next to that date. No other warning is issued either initially or if you later edit the discount.
• If a conflict exists between a campaign's and a discount's active dates, the campaign's active dates override the discount's active dates. For example, a campaign runs from June 1 until June 30 at midnight, while one of its copied discounts has a begin date of June 15 and an end date of July 15. As of July 1, that discount is no longer active.

Edit a discount

1. Click the Expand icon to view a campaign's discounts.
2. Click on the name of the discount or Options > Edit.
3. Edit the desired information, and click Save.

Delete a discount

1. Click the Expand icon to view a campaign's discounts.
2. Click Options > Delete.
3. Click Delete.

Understand item discounts

An order may have several items, some of which can be discounted. A customer buying five shirts may get a discount on two. The limit number of discounted items dropdown may restrict how many items get discounted. To determine which items are discounted, Optimizely Customized Commerce calculates the maximum customer savings.

Example

Discount: Buy at least 9 eligible items, and get a 25% discount on 3.

Sample order before discount

After discount

The discount is first applied to the two most expensive items, the yellow shirts. Next, it is applied to one of the next most expensive items, a blue shirt. Since only three items are discounted, the second blue shirt is full price.