Defining the Conditions and Awards, and Targeting the Discount

  • Article

You identify the product or category of products in the catalog to which you want to apply the discount, and state the amount of the discount (either in a dollar value or unit value). You can apply a discount against an entire order (an order-level discount), or you can apply it against specific items in the order (an item-level discount).

To define the discount definition, you set up the conditions of the discount, the award, and the eligibility requirements. Eligibility requirements determine to which users the discount should apply.

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  • For examples that show how to set up different types of discount conditions, awards, and eligibility requirements, see Discount Examples. The examples display the Business Desk Discount Definition screen for each discount, and the discount results for each user basket.

Click the followinginteractive screen for detailed information about each of the highlighted Discount Definition components.

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  • Before you can save the discount, you must set up the discount display. For information about setting up the discount display, see Specifying the Discount Display.

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To define the discount definition

  • In the Campaign Manager <Customer Name> <Campaign Name> - New (discount) screen, in the Discount Definition section, do the following:
    Use this To do this
    Buy: Anything Select this check box if there is no condition requirement. If this check box is selected, if there is a product in the basket that can be awarded, the discount will always apply. For more information about the Buy Anything condition, see Discount Conditions.

    Leave this check box unchecked if the discount is to be applied to specific products or categories of products that are purchased, and then follow the remaining steps outlined in this procedure.
    Buy: Buy Condition box

    • Type box. Select the type of Buy condition.

      The type can be either Value or Quantity. For example, the user can buy 3 CDs (quantity) or spend $40.00 (value) to receive an award.

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      • Commerce Server 2002 does not support decimals in quantity values.
    • Value box. Enter the dollar value or unit value of the discount, depending on the measure you selected in the Type box for the discount.

    • Catalog expression. Select the option that pertains to this discount from the drop-down list. Values for this box are [any product], [Product Picker] and [Expression Builder]:

      [any product]. Select this option if the discount will be applied to any product that is purchased.

      [Product Picker]. Select this option if the discount will be applied if a specific product or category of products is purchased from your catalog. Use the Product Picker dialog box to find specific products or categories in your catalogs. For information about how to use the Product Picker, see New from Product Picker.

      -Or-

      Click the ellipsis […] button or select the [Expression Builder] option to open the Catalog Expressions dialog box. You use catalog expressions to specify a product or category of products to which the discount will be applied. For information about building catalog expressions, see Creating a Catalog Expression.

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      • Both AND and OR cumulative conditions are allowed in the Catalog Expression Builder, but only the OR condition is supported for discounts. The AND condition is not supported and should not be used.
      • Additional products and categories appear in the drop-down list if they have been previously selected.

    For information about discount conditions, see Discount Conditions.
    Get: Free Shipping Select this check box to provide free shipping as a discount award to all products ordered.

    Leave the Free Shipping check box unchecked to specify the products or category of products that will receive discount awards, and then follow the remaining steps outlined in this procedure.

    For information about free shipping as a discount award, see Free Shipping.
    Get: Order Subtotal Discount Select this check box to apply the discount to the order subtotal.

    The amount of the order subtotal is distributed across the line items in the user basket.

    For information about order subtotal discounts, see Order Subtotal Discounts.
    Get Get Condition box
    • Number. Type the number of units of the catalog item that the user is awarded when the rules of the discount are met.

    • Catalog expression. Select the option that pertains to this discount from the drop-down list. Values for this box are [any product], [Product Picker], and [Expression Builder].

      [Any product]. Select this option if the discount award pertains to any product in your catalog.

      [Product Picker]. Select this option if the award pertains to a specific product or category in your catalog. The Product Picker dialog box provides an interface you use to find specific products or categories in your catalogs. For information about how to use the Product Picker, see New from Product Picker.

      -Or-

      Click the ellipse button […] or select the [Expression Builder] option to open the Catalog Expressions dialog box. You can create a catalog expression to specify which categories or products you want to apply the award to. For information about building catalog expressions, see Creating a Catalog Expression.

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      • Both AND and OR cumulative conditions are allowed in the catalog Expression Builder, but only the OR condition is supported for discounts. The AND condition is not supported and should not be used.
      • Additional products and categories appear in the drop-down list if they have been previously selected.

    • Type. Select the unit of measure for the discount award from the drop-down list.

      The unit of measure can be either Price or Percent.

    • Value. Enter the dollar value or unit value of the discount award, either by price or percent depending on the measure you selected for the discount award.

    For information about discount awards, see Discount Awards.
    Limit Select a discount limit from the drop-down list. A limit of None indicates no limit for the discount. There is a maximum discount of 10 awards per basket.

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    • If you want to specify a limit on the number of awards a user can receive on multiple baskets, contact your site developer.

    For information about discount limits, see Discount Limits.
    Apply offer on Get product alone Select this disjoint discount option if you do not want the buy condition to be reused as an award.

    For information about disjoint discounts, see Disjoint Discounts.
    Apply offer on both Get and Buy Products Select this disjoint discount if you want the buy condition to be reused as an award.

    For information about disjoint discounts, see Disjoint Discounts.
    Discount is click required. Only apply discount when discount ad is clicked Select this check box to have the discount apply only when the user clicks on the discount.

    If you do not want the discount to be click-required, leave this box unchecked.

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    • Site developers can extend this type of discount for other uses, such as offering coupons, which the user must have in order to enjoy the discount.

    For information about click required discounts, see Click Required Discounts.
    Eligibility Requirements: Expression Available Select the expression(s) for the discount from the list of available expressions, and then click Add. For example, you can select target expressions that you have created to target the user(s) or user group(s) of users that will receive the discount. For information about creating target expressions, see Creating a Target Expression.
    Discount Interactions:

    Allow conditions of this discount to be reused as the conditions for other discounts

    		 Select this check box if you want a condition item to be reused as another condition item.

    For information about discount interaction policies, see Multiple Discounts.
    Discount Interactions:

    Allow conditions of this discount to enjoy awards of other discounts

    		 Select this check box if you want a condition item to be reused as an award item.

    For information about discount interaction policies, see Multiple Discounts.
    Discount Interactions:

    Allow awards of this discount to be reused as conditions of other discounts

    		 Select this check box if you want an award item to be reused as a condition item.

    For information about discount interaction policies, see Multiple Discounts.
    Discount Interactions:

    Allow awards of this discount to also enjoy awards of other discounts

    		 Select this check box if you want an award item to be used as another award item.

    For information about discount interaction policies, see Multiple Discounts.

The condition, award, and eligibility requirements are specified for the discount.

Before you can save the discount, you must set up the discount display. For information about setting up the discount display, see Specifying the Discount Display.

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See Also

Discount Examples

Adding Discount Properties

Targeting a Discount to Page Groups and Target Groups

Specifying the Discount Display

Publishing Campaign Changes on Your Web Site

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