Creating a gift with an order promotion

This type of promotion adds a gift to orders when the total value of the order meets or exceeds a specified amount.

Promotion summary

Purchase condition

Total value of order meets or exceeds a specified amount.

Reward

A gift.

Examples of promotions that are based on this promotion type

  • Receive a free decanter with any order.
  • Spend over $100 on your order, and choose either a decanter or a carafe as a gift.

Before you begin

Ensure that your storefront supports the features of your promotion. For example:
  • If you select the Customer can choose free gifts from a list option, the storefront must display the list to customers. This feature is supported and enabled by default for the Aurora starter store.
  • If you select the Target payment type option, the storefront must apply the promotion to qualifying customer orders. To do so, enable the Payment type promotions store function. For more information, see Selecting store functions.

Procedure

  1. Open the Promotions tool.
  2. From the toolbar, click New New > Promotion.
    The Promotion Type Selector window displays.
  3. In the left pane, select the Order promotions folder.
  4. In the right pane, select Free gift with an order. Click OK.
  5. In the Promotion Properties section, define general information about the promotion:
    OptionDescription
    Administrative name Type a name that uniquely identifies the promotion. This name is displayed in the Promotions tool to identify the promotion.
    Redemption Method

    Select the redemption method that customers must use to apply the promotion to their order. You can choose from the following options:

    Combination with other promotions
    Select the degree to which multiple promotions can be combined. You can choose from the following options:
    Combine with other promotions
    This promotion can be combined with all other promotions in an order; however, the following promotion policies apply:
    • For catalog-entry promotions: If this promotion is applied to an item, no other catalog-entry promotions can be applied to the item.
    • For shipping promotions: If this promotion is applied to an item, no other shipping promotions can be applied to the item.
    • For order promotions: If this promotion is applied to the order, no other order promotions can be applied to the order.
    Combine with other promotions stackable
    This promotion can be combined with all other promotions in an order. In addition, this promotion can be stacked on top of other promotions in the same group, which overrides certain promotion policies. Specifically:
    • For catalog entry promotions: If a catalog-entry promotion is already applied to an item, then this type of promotion is applied on top of the existing promotion.
    • For shipping promotions: If a shipping promotion is already applied to an item, then this type of promotion is applied on top of the existing promotion.
    • For order promotions: If an order promotion is already applied to the order, then this type of promotion is applied on the top of the existing promotion.

    The priority of promotions determines whether a stackable promotion applies to an order. If an order qualifies for multiple promotions in the same group, the promotion with the highest priority is applied first. If subsequent promotions are stackable, then those promotions are applied in order of priority.

    Exclusive within the same group
    If a promotion with this setting is applied, no other promotions from the same promotion group can be applied to the order. For example, if this promotion is a catalog-entry promotion, no other catalog-entry promotions can be applied to the order. This setting still follows priority rules.
    Exclusive within an order
    If a promotion with this setting is applied, no other promotions can be combined in the order. This setting still follows priority rules.
    For more information about the degree to which promotions can be combined, see Combine active promotions
    Priority
    Select the priority for the promotion. You can assign a number between 0 (lowest) and 1000 (highest). When a single order qualifies for multiple promotions from the same promotion group, the promotion with the highest priority is evaluated first. If the customer qualifies, the promotion is applied. In cases where multiple promotions are permitted, the promotions are evaluated and applied in order according to their decreasing priority values. For example, consider a store that offers two order-level promotions:
    • Get 10% off your order - priority is set to 1
    • Get $15 off orders over $100 - priority is set to 10
    If a customer's order qualifies for both, then only the second promotion is applied. The second promotion has the higher priority of 10 and a single order can qualify for only one order-level promotion.
  6. In the Purchase Condition and Reward section:
    OptionDescription
    Currency

    Select the currency for the monetary values you specify in the Purchase Condition and Reward section. The list includes all the supported currencies in your store. The default setting is the default currency for your store.

    Minimum order purchase Enter the minimum value that the order must meet or exceed before the order qualifies for the promotion.
    Any shipping method

    If you want this shipping promotion to apply to all available shipping methods, select this check box. To specify a shipping method, clear the check box; then select the applicable shipping method in the Target shipping method list.

    Target shipping method

    Select the shipping method that this promotion offers. This list includes all the shipping methods defined for your store.

    Target payment type To specify a payment type for the order, select an option from the list. As a result, the customer must pay for the entire order by using that method to qualify for the promotion. The list includes all the supported payment types in your store.
    Free gift options Specify how you want to present the gifts to the customer. You can choose from the following options:
    Free gifts are automatically added to the shopping cart
    When the customer's order qualifies for the promotion, the gifts that are specified in the promotion are automatically added to the customer's shopping cart. If the customer does not want the gift, the customer can remove the gift from the shopping cart.
    Make sure that your storefront supports the choice of a gift. The customer can use the gift pop up window to remove the gift.
    Customer can choose free gifts from a list
    When the customer's order qualifies for the promotion, the store page presents the customer with a list of gift options to choose from. The gifts that the customer chooses are added to the customer's shopping cart. The customer also has the option not to choose any gift.

    Before you select this option, make sure that your storefront supports the choice of a gift.

    Gifts are added to the customer's order during checkout. When a customer has a SKU or kit in their cart the same as the gift SKU or kit, they still get charged for that SKU or kit.

    If you set a redemption limit, the promotion is considered redeemed even when the customer chooses not to take a gift.

    Free gift catalog entries Specify one or more SKUs or kits to offer as gifts. You cannot specify products or bundles as gifts. You can either enter the code for the SKU or kit and click Find and Add, or click the Show utilities view Show utilities view icon to open the utilities view, and then search or browse for the appropriate SKU or kit. The SKU or kit must be a purchasable item, that is, it must have an offer price defined.

    Depending on your selection in the Free gift options field, the promotion uses entries in this table differently:

    • If the gift option is Free gifts are automatically added to the shopping cart:

      All SKUs and kits in this table are added automatically to the customer's shopping cart as gifts. If you want to offer two or more of the same SKU or kits for free, add that SKU or kit to the table multiple times.

    • If the gift option is Customer can choose free gifts from a list:

      Each SKU and kit in this table is displayed to the customer in the list of gift selections on the store page. The SKU or kit is added to the customer's shopping cart only if the customer chooses it as a gift. To display two or more of the same SKU or kits in the list of gift selections, add the SKU or kit to the table multiple times.

    Number of free gift selections customers can choose If you previously selected the Customer can choose free gifts from a list option, specify how many of the SKUs or kits that are listed in the Free gift catalog entries table a customer can choose. Each row in the table is considered 1 gift selection.

    Example:

    In the Free gift catalog entries table, you add 3 different SKUs as gift selections: a hat, a scarf, and gloves. If you specify the value 2 in the Number of free gift selections customer can choose field, the customer can choose:
    • A hat and a scarf, or
    • A hat and gloves, or
    • Gloves and a scarf
    Note: The customer is not eligible to choose 2 of the same item, such as a hat. If that is the result you want, you must add the hat SKU to the table twice.
  7. Expand the Redemption Limits section. The redemption limit defines the number of times that the promotion can be used, depending on the option you select.
    OptionDescription
    Maximum redemptions for this promotion Either select Unlimited, or select Set maximum redemption and then enter the total redemption limit in the Maximum redemptions field.

    This option limits the number of times that a promotion can be used in total, by all customers. This option can be used to define a loss-leader style of promotion that limits redemption of the promotion to the first 100 qualifying orders. When the maximum redemption limit is reached, the promotion status changes to Suspended the next time the promotion is evaluated.

    As each order is evaluated for the promotion, the limit you specify is checked against submitted orders. If multiple orders are being evaluated just before the redemption limit is reached, the number of redeemed promotions can be higher than the limit you specify.

    Maximum redemptions on a single order Either select Unlimited, or select Set maximum redemption and then enter the redemption limit per order in the Maximum redemptions field.
    This option limits the number of times that a promotion can be used in a single order. This option can be used to define a promotion that limits the redemption of the promotion to the first 5 qualifying catalog entries in an order.
    Note:
    • This option applies only to catalog entry level promotions. It has no effect on order level or shipping promotions.
    • This option applies to the following promotions:
      • Percentage off an order and Amount off an order order level promotions.
      • All catalog entry level promotions.
      It has no effect on Gift with an order order level promotions or shipping promotions.
    • If the maximum number of redemptions is left as unlimited, the behavior is the same as when the maximum number is set to 1.
    Maximum redemptions by a single customer Either select Unlimited, or select Set maximum redemption and then enter the redemption limit per customer in the Maximum redemptions field.

    This option limits the number of times that a promotion can be used by a single customer. This option can be used to define a promotion that limits redemption of the promotion to a single use per customer.

  8. Expand the Schedule section; then set the schedule for the promotion:
    OptionDescription
    Start date, End date Enter a Start date and End date for the promotion. If you do not specify a start date, the start date is set to the current server date at 12:00 AM after saving the promotion. If you do not specify an end date, the promotion is in effect until you deactivate it.

    Optionally, you can specify a time of day for the Start date and for the End date. For example, you can specify that the promotion starts February 1, 2013 at 7:00 AM and ends February 14, 2013 at 10:00 AM

    These fields use the time zone set in your Management Center preferences.

    The Start date and End date fields define the continuous period that this promotion can be available on the storefront. To further define the schedule within this continuous period, use the Days promotion is available and Time of day promotion is available sections.

    Days promotion is available If you want the promotion to be available on specific days of the week, select Selected days of the week. Then select the individual days when the promotion is available.

    This setting uses the time zone for the computer where HCL Commerce is installed.

    Time of day promotion is available If you want the promotion to be available only during a specific block of time each day, select During a specified time and then enter the Start time and End time. For example, for an early bird promotion, you can specify that the promotion starts at 7:00 am and ends at 10:00 am each day.

    These fields use the time zone set in your Management Center preferences.

    Keep in mind that all the schedule conditions must be met for the promotion to be available to customers. Consider the following promotion schedule:
    Example promotion schedule
    Setting for the Start date and End date fields Start date: December 1, 2013 at 12:00 a.m.

    End date: December 31, 2013 at 11:59 p.m.

    Setting for the Days promotion is available section Friday only
    Setting for the Time of day promotion is available section Start time: 7:00 am

    End time: 10:00 a.m.

    Based on these settings, this promotion is available to customers on the store only from 7:00 am to 10:00 am on Fridays in December 2013. The start and end times in the first and third row are different, however, the promotion is available during the common window, from 7:00 am to 10:00 a.m.

    If a customer that qualifies for a promotion is in the checkout process beyond the shopping cart page when the promotion becomes inactive, the customer remains entitled to the promotion. The evaluation to determine if an order or a customer qualifies for a promotion does not occur beyond the shopping cart page during the checkout process. If the customer returns to the shopping cart page, leaves the checkout process, or updates their cart, they no longer qualify for the inactive promotion.

  9. Optional: Expand the Target Customer Segment section.
    In the Customer segments table, specify the customer segments to which a customer must belong in order to qualify for the promotion. You can either enter the name of the customer segment and click Find and Add, or click the Show utilities view icon to open the utilities view. Within the utilities view, you can search or browse for the appropriate customer segments. If you include multiple customer segments in a promotion, the promotion applies to customers that belong in any of the segments. The customer does not need to belong in all of the segments.
  10. Optional: Expand the Miscellaneous section.
    • Target sales volume

      Use this field to record the target sales objective for the promotion. This information field is only used to record the goal of the promotion and does not affect the application of the promotion to an order.

  11. Click the Descriptions tab. Enter the descriptions as appropriate.
    OptionDescription
    Administrative description Enter a description to be used internally by your company. This description displays on the Promotions - List page in the Management Center.
    Customer viewable short description Enter a short description of this promotion for display on your storefront, for example, 20% Off Dresses. The short description is typically displayed on product details and checkout pages as the text that links to the discount details page.
    Customer viewable long description Enter a long description of the promotion for display on your storefront. This description is typically used in the discount details page to provide customers information about the promotion. For example, the long description might describe redemption limits, exclusions, and the time frame for the promotion.
  12. Click Save Save to save the promotion, or click Close to close the promotion editor, and return to the updated Promotions - List page.
    The promotion is displayed in the Promotions - List page, and its Status is set as Inactive.

What to do next

To make the promotion available on your storefront, you must activate it.