Create Promotions

Learning Objectives

After completing this unit, you’ll be able to:

Explain why it’s important to select qualifying and discounted products carefully.
Explain how exclusivity works.
Describe what you do for an Alert on Approaching setting.
Explain the difference between promotion types.

In this unit, you create promotions for the Spring campaign. With so many options available in Salesforce B2C Commerce, we keep things simple and focus on promotions that address the playbook outlined in Unit 1.

Here’s a review of the promotions called out in the playbook.

	Class	Discount Type	Discount	Exclusivity
20% off Brand-X SuperSpeed running shoes	Product	Without qualifying products	% off	CLASS
Free baseball with a pair of baseball shoes	Product	With qualifying products	Bonus	CLASS
Buy one, get one half-off Brand-Y Xcel athletic shorts and t-shirts	Product	Buy X/ Get Y	Buy one / Get one	CLASS
15% off orders over US$50	Order	Without qualifying products	% off	NO
Free shipping orders over $100	Shipping	With amount of shipment qualifying products	Free Shipping	NO

Product Promotions

The playbook specifies three product promotions.

20% off Brand-X SuperSpeed running shoes
Free baseball with a pair of baseball shoes
Buy one, get one half off Brand-Y Xcel athletic shorts and t-shirts

Because you don’t want shoppers to get more than one discount, assign the CLASS exclusivity setting to all of them. The CLASS exclusivity means that a shopper can’t use a promotion with another promotion in the same class.

Make sure that you select the qualifying and discounted products carefully. For example, even though shoppers can’t order a base product, you can configure a base product as a discounted product. When you select the base product, the discount applies to all variations of the base product.

Select these product types, not the base product.

Standard product
Variation product
Product set
Product bundle

Create Promotion: 20% Off Brand-X SuperSpeed Running Shoes

Here’s how you create this promotion.

In Business Manager, click App Launcher, and select Merchant Tools | Online Marketing | Promotions.
Click New.
Enter or select the general promotion information.

Enter the ID: 20off-brandxsuperspeed
Enter the name: 20% Off Brand-X SuperSpeed
Enable it and make it searchable.
Enter the callout message: Great News! 20% off Brand-X SuperSpeed sneakers!
Enter the promotion details: 20% Off Brand-X SuperSpeed
Select an image.
Select exclusivity: CLASS
Click Apply.

Scroll down to the rules section.
Select the promotion class: Product
Select a promotion type: Without Qualifying Products
Enter 20. This value applies to each applicable line item.
Select the discount: Percent off

Click Edit beside Discounted Products
Select Brand, equals, and the brand: Brand-X
Click Save.

Leave the Maximum Applications field empty. This discount applies to every product that qualifies in the cart.
Test the promotion on the storefront.

Create Promotion: Free Baseball with a Pair of Baseball Shoes

In Business Manager, click App Launcher, and select Merchant Tools | Online Marketing | Promotions.
Click New.
Enter or select the general promotion information.

Enter the ID: freebaseballwithbaseballshoes
Enter the name: Free baseball with a pair of baseball shoes
Enable it and make it searchable.
Enter the callout message: Pitch a new baseball wearing your new baseball shoes. One per order. Always tell the shopper about the discount’s limitations.
Enter the promotion details.
Select an image.
Select exclusivity: CLASS
Click Apply.

Scroll down to the rules section.
Select the promotion class: Product
Select a promotion type: With Number of Qualifying Products
Enter 1.
Select bonus product.
Select the bonus product.
For Qualifying Products, click Edit. Select the qualifying products by ID (all the baseball shoes).
Enter the maximum application: 1. You want shoppers to get only one baseball per order.
Click Apply.
Test the promotion on the storefront

Create Promotion: Buy One Get One Half Off Brand-Y Xcel Athletic Shorts and T-Shirts

A Buy One Get One (BOGO) promotion is a great way to push popular brands.

In Business Manager, click App Launcher, and select Merchant Tools | Online Marketing | Promotions.
Click New.
Enter or select the general promotion information.

Enter the ID: buyonegetonehalfoff-brand-y
Enter the name: Buy one get one half off Brand-Y Xcel
Enable it and make it searchable.
Enter the callout message: Buy One Get One Half Off Brand-Y Xcel Athletic Shorts and T-Shirts! You’ll love this awesome new brand!
Enter the promotion details.
Select an image.
Select exclusivity: CLASS
Click Apply.

Scroll down to the Rules section.
Select the promotion class: Product
Select a promotion type: Buy X / Get Y
Enter and select: Buy 1 or more and get 1 discounted product for 50 Percent Off
Select the qualifying products with attribute Brand equal to Y-Xcel.
Select Discounted Products: Same as qualifying products
Enter maximum application: 1
Click Apply.
Test the promotion on the storefront.

Create an Order Promotion

For the Spring campaign order promotion, orders over $50 get 15% off. You can also alert the shopper when their order value approaches this discount by $10. Storefront Reference Architecture (SFRA) includes the code for this feature.

In Business Manager, click App Launcher, and select Merchant Tools | Online Marketing | Promotions.
Click New.
Enter or select the general promotion information.

Enter the ID: 15%off-ordersover$50
Enter the name: 15% off orders over $50
Enable it and make it searchable.
Enter the callout message: Thanks for your business! Get 15% off orders over $50.
Enter the promotion details.
Select an image.
Select exclusivity: NO. You can combine it with any promotion.
Click Apply.

Scroll down to the rules section.
Select the promotion class: Order
Select: With Amount of Qualifying Products
Enter and select: Buy 50 or more and get 15 Percent Off
Don’t select any products because it doesn’t matter which products the shopper buys.
Select Return as approaching promotion. This sets the Alert on Approaching feature.
Enter 10 as the approaching value. When the order value is $10 away from the discount, the storefront shows a message.
Click Apply.
Test the promotion on the storefront.

Create a Shipping Promotions

Create a promotion with free shipping on orders over $100. You can alert the shopper when their order value approaches this discount by $10. Work with your developer to add code for the alert on approaching functionality.

In Business Manager, click App Launcher, and select Merchant Tools | Online Marketing | Promotions.
Click New.
Enter or select the general promotion information.

Enter the ID: freeship-ordersover100
Enter the name: Free shipping on orders over $100
Enable it and make it searchable.
Enter the callout message: Great News! Free shipping on orders over $100!
Enter the promotion details.
Select an image.
Select exclusivity: NO. You can combine it with any promotion
Click Apply.

Scroll down to the rules section.
Select the promotion class: Shipping
Select With Amount of Shipment-Qualifying Products.
Enter and select: Buy 100 or more and get Free shipping
Don’t select any products because it doesn’t matter which products the shopper buys.
Select the shipping methods to trigger the discount.
Select Return as approaching promotion to alert the shopper that they’re about to get a discount.
Enter 10 as the approaching value.
Enter Maximum application 1 per order.
Click Apply.
Test the promotion on the storefront.

Create a Test Plan

Creates a simple test plan that documents each variation of your promotions to make sure that:

Qualifiers work as intended.
Descriptions appear as intended.
Discount rules apply only when the conditions are met.
A discount is removed when the qualifying condition is removed

Tests the promotions in the staging environment by using the Storefront Toolkit. For each promotion, you use the Storefront Toolkit to specify a promotion’s active dates. After a data replication to the production instance, you validate that the promotions also work correctly in production.

Next Steps

In this unit, you created several promotions to include as experiences in the Spring campaign. Next, you use the qualifiers and promotions you configured to create a campaign.

Resources

Help: Create a Promotion

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