Conditions

The conditions give you a powerful way to apply promotions to everything in your store down to specific products in your catalog or orders with specific items in them.

Before setting up conditions, you will need to first decide how the rules will be matched. If set to match all conditions, every condition you add must be matched for the discount to be applied (whether to a product in the catalog, or an item in the cart, or to the shopping cart subtotal). If set to match any of the conditions, only one condition needs to match for the discount to be applied.

Targeting Where Discounts Apply

While setting up conditions, you’ll also need to decide where a promotional discount will apply. You can set up discounts to apply to: catalog products, the customer’s shopping cart or a shopping cart item.

Catalog Product Discounts

Catalog product discounts will show up in the storefront when shopper’s browse the catalog. Discounts will appear as sale prices where ever the product is listed in the storefront catalog.

When a promotional discount is applied to catalog products, the discount amount is taken off of the regular price of the product. Any sale price set on the product is replaced by the reduced price of the promotion (or promotions) that apply.

Catalog Product Rules

For discounts applied to products in the catalog, the following rules are available:
Name
Match a product by the product name.

  • Category
    Match a product if it is assigned to a specific category.
  • Variant
    Match a product based on the name of a product variant.
  • Price
    Match a product based on the price of the product or variant.
  • Sale Price
    Match a product based on the sale price of the product or variant (as set in the product editor, not by any other promotions.)
  • Type
    Match a product based on the type of product (Shipped, Download, Donation, etc)
  • In Stock
    Match a product based on the number of the product or variant in stock

Shopping Cart Discounts

Shopping cart discounts apply to the subtotal of a customer’s shopping cart, when the cart matches the conditions of the discount.

It is important to understand that a discount that applies to the cart will be taken off of the subtotal of the order. This means that taxes and shipping are still calculated based off of the unit price of items in the shopping cart. Since items themselves are not discounted, but instead, the entire order is, any taxes that apply to the cost of goods will still be charged at the full price of each item.

Shopping Cart & Cart Item Rules

Since the shopping cart and cart items share the same rules, it can be confusing to understand where the discount really applies.

The selected target setting specified where the discount is applied to. The rules select when the discount should apply.

If the discount target is set to shopping cart, the discount will be taken off the subtotal amount of the shopping cart not an item in cart, even if item criteria are specified in the conditions for the discount. All conditions are satisfied independently against the entire shopping cart, not against a specific item in the cart, even if item rules are set in the conditions.

When a promotion is set to Apply discount to shopping cart subtotal when any of these conditions match the cart any condition that matches the shopping cart will trigger the discount to apply to the order. In contrast, using Apply discount to shopping cart subtotal when all of these conditions match the cart will require that all conditions match the shopping cart at the same time. That means two item conditions can be satisfied by two different items in the shopping cart.

For promotions applied to a customer’s shopping cart or shopping cart item, the following rules are available:

  • Any item name
    Match orders where any item exists in the shopping cart with the specified item name.
  • Any item quantity
    Match orders where any item in the shopping cart has the quantity specified.
  • Any item amount
    Match orders where any line item in the shopping cart has a subtotal price specified.
  • Total quantity
    Match orders where the total quantity of items in the shopping cart matches the specified value.
  • Shipping amount
    Match orders based on the shipping cost of the order.
  • Subtotal amount
    Match orders based on the shopping cart subtotal (the total of all the items ordered before discounts, taxes and shipping are applied.)
  • Discount amount
    Match orders based on the shopping cart discount total.
  • Customer type
    Match orders based on the type of customer specified (the customer type can be set in the customer account profile editor.)
  • Ship-to Country
    Match orders based on the shipping address country specified.
  • Promo use count
    Match orders based on the number of times the current promotion has been successfully used by customers.
  • Promo code
    Match orders where the shopper has supplied the code as specified here in the conditions.

Cart Item Discounts

In many ways cart item discounts work the same way that discounts targeting the shopping cart do. They share the same conditional rules for determining when the discount applies. The most important distinctions of cart item discounts in contrast to shopping cart discounts is that taxes are calculated after per-item discounts and cart item discounts use a second set of conditions to determine which item or items in the cart to discount.

Cart Item Discount Targeting Rules

The following are rules that can be used to target items in a customer’s shopping cart:

  • Name
    Match a cart item by the name of the product.
  • Category
    Match a cart item by the name of a category to which the product is assigned.
  • Tag Name
    Match a cart item by the name of a tag the product has been assigned.
  • Variant
    Match a cart item by the name of a product variant.
  • Input Name
    Match a cart item by the name of a custom product input.
  • Input Value
    Match a cart item by the value of a custom product input.
  • Quantity
    Match a cart item by the quantity of product in the shopping cart.
  • Unit Price
    Match a cart item by the unit price of a product in the shopping cart.
  • Total Price
    Match a cart item by the total price of the line item in the shopping cart.
  • Discount amount
    Match a cart item by the discount amount of the line item in the shopping cart.

Using Promotions Effectively

It is important to understand how Shopp will apply discounts for Shopping Cart Promotions, so you know how these promotions will affect your bottom-line, and how to potentially avoid awkward customer service issues. Be aware that it is your responsibility to understand how a promotion will apply. Never assume that it is impossible for a customer to get a better deal than what you intended when you set up your promotion.

Limiting the Number of Promotions

Sometimes you want to be sure that a customer can’t “game” your store by stacking countless promotions in the cart to reduce the total to near nothing. The first limiting factor is the Promotions Limit setting. You can set this limit in from the SetupPreferences screen.
Login to the WordPress Admin and using the menus navigate to ShoppSetupPreferences, and set the Promotions Limit.

The default setting is to allow an unlimited number of promotions to apply to the shopping cart. If you make use of promotions, we recommend setting a Promotions Limit.

For each order, the total number of promotions applied to the cart will be limited to this number. When a customer reaches the limit, no other matching promotions will be allowed to apply, either automatically or by a promo code.

It is also worth noting that promo codes are not analogous to coupons, (or one-time use codes). While a promo code cannot be used twice on a single order, it can be used by customers repeatedly on separate orders unless a promo use count condition is set.

  1. Avatar of Caroline

    TIP: When entering a “ship-to-country” rule for United States, use “US” not “USA.”

    February 13th   #

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