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 must do for an Alert on Approaching setting.
Explain the difference between promotion types.

Introduction

Brandon Wilson is ready to create promotions for his Spring sports campaign. With so many options available in Salesforce B2C Commerce, right now he just wants to focus on promotions that meet his immediate needs. Later, he can explore other possibilities, building on the experience he gains here.

Brandon has a lot of confidence in his plan. Here’s what he has in mind.

	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 $50	Order	Without qualifying products	% off	NO
Free shipping orders over $100	Shipping	With amount of shipment qualifying products	Free Shipping	NO

Product Promotions

Here are the product promotions he wants to create.

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

He assigns the CLASS exclusivity setting to all of them, because he doesn’t want shoppers to get more than one discount. The CLASS exclusivity means that a shopper can’t use a promotion with another promotion in the same class.

Brandon selects qualifying and discounted products carefully. For example, even though shoppers can’t order a base product, Brandon can configure a base product as a discounted product so that the discount applies to all variations of the base product. He can select from these product types.

Standard product
Variation product
Product set
Product bundle

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

Here’s how he creates this promotion.

Open Business Manager.
Select site > 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. Get them while they're cool!
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 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

Brandon is thrilled to offer a new baseball to lucky shoppers. Here’s how he does it.

Open Business Manager.
Select site > 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.
Select the qualifying products by ID (all the baseball shoes).
Enter the maximum application: 1. Brandon wants 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

Brandon wants to push this great brand. He’s a huge fan.

Here’s how he creates this promotion.

Open Business Manager.
Select site > 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 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.

Order Promotions

Brandon wants to offer an order promotion where orders over $50 get 15% off. He also wants to alert the shopper when their order value approaches this discount by $10. The code for this feature is included in the Storefront Reference Architecture (SFRA) and SiteGenesis.

Brandon takes these steps.

Open Business Manager.
Select site > 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. It can be combined 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 is the alert on approaching feature.
Enter 10 as the approaching value. When the order value is $10 away from the discount, the storefront displays a message.
Click Apply.
Test the promotion on the storefront.

Shipping Promotions

Brandon wants to create a promotion with free shipping on orders over $100. He also wants to alert the shopper when their order value approaches this discount by $10. He first works with a developer to add code for the alert on approaching functionality. His developer refers to documentation in the B2C Developer Guide. Once the developer has completed the code, Brandon takes these steps.

Open Business Manager.
Select site > 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. It can be combined 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 are 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.

Best Practices

As Brandon gains experience, he learns some best practices that help ensure smooth sailing.

Create a Test Plan

He creates a simple test plan that documents all the variations of his promotions to ensure that:

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

Using this plan, he pretends to go shopping to see each promotion.

He tests his promotions in the staging environment using the Storefront Toolkit. For each promotion, he uses the Storefront Toolkit to specify a promotion’s active dates. After a data replication to the production instance, he validates that his promotions also work correctly in production.

Messaging in the Storefront

He always shows a message in the storefront about promotion restrictions, limitations, exclusions, or conditions. Here are some examples.

While supplies last
One discount per order
Following brands not eligible for this promotion

Promotion Workflow

Brandon develops a workflow for creating his promotions. The workflow shows:

Who can add content assets
How are promotion requests made
Who builds promotions
Who manages promotions once they go live
Who needs to approve the promotions and discounts, and at which steps
What are the timelines and deadlines

Next Steps

We followed along as Brandon created several promotions to include as experiences in his new Spring campaign. We also learned about best practices. Next, Brandon uses the qualifiers and promotions he configured to create a campaign.

Resources

Help: Create a Promotion

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

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