Home > Converting Sales > Promotions
To add a new promotion, click the Add New button, and fill out the form:
After filling in the basic fields listed above, you'll need to setup the promo discount on the top of the right hand side of the form. Note that a promotion can contain both a discount on shipping and another discount type, but only one of the other types (indicated by the radio button selections below) can be chosen per promotion.
If your site has Multi-Ship enabled (AllowMultipleShippingAddresses Setting), you cannot use shipping discounts.
Please be aware that the shipping portion of a promotion is calculated and applied separately from the rest of the promotion. It is possible for a promotion to not be valid for any of the products in the cart, but still have the shipping part of the promotion be applied to the order.
Once you've selected the discount type above, you can specify limits on the discount. These rules limit when the coupon will work, and how much of a discount can be given through the promotion. To limit which orders a promotion will apply to, see the Promo Requirements section below.
The rules created in this section can restrict promotions to only work for certain customers, products, etc. Try to use as few of these restrictions as possible for each promotion, to limit confusion for your customers and staff.
The rules in this section set up restrictions based on what customers have bought in the past. These can be used to prevent customers from using a promotion more frequently than you want, while still allowing them to use the promo multiple times if it's been long enough (or they've purchased enough) to meet your requirements.
For all of the rules below, to set up a promotion that doesn't expire just set the end date to a date far in the future. The start date can also be set in the past, to make these restrictions include historical orders.
Payment methods that take customers off of your site to pay (PayPal Express) have limited support for promotions. Since oftentimes your customer will leave the site to pay before they have logged in, the shopping cart doesn't have information like shipping addresses, customer levels, email addresses, and so on to know whether the promo code the customer tried to use is valid. Whenever possible we update orders later on in the process to re-validate promotion codes that were entered, but keep in mind that with offsite payment methods, some rule types simply will not work as reliably as when paying onsite. If you expect many of your customers to pay with those methods, you may want to limit your promotions to rules that do not require knowledge of the customer's address, email, order history, etc.
Order-level and line-item-level promotions should not generally be used together. Order level discounts will be taken off of the base line item subtotal before any other discounts are applied, so you can end up with orders that are discounted more than desired. Use the Priority attribute on promotions to limit how many (and which) promos can be used on each order.