Promotions and promotional messages encourage buyers to add more to their cart, as they get close to qualifying for a discount.
Note: Contact your Account Manager to enable Promotions. For more information, check out our Promotions overview, Promotions FAQ, and Promotions on order exports. For integrated brands, see also the Promotions implementation guide for integrated brands.
Create and manage Promotions
From the left navigation menu, go to Settings > Brand Admin > Promotions > Manage promotions.
The Manage Promotions table displays your Promotions and key information, such as Status (color-coded Active or Inactive), Active from, and Promotion type (Order or Product promotion). Sort by selecting a column header.
Activate, Deactivate, or Delete one or more Promotions by selecting their checkboxes and choosing an action from the options above the table.
Select a checkbox for a Promotion and click Edit to make changes, or choose Create promotion to start a new one. You can also select a Promotion and click Duplicate to create a new one based on the original Promotion's settings.
After selecting Create promotion, choose the Promotion type:
- Order promotion: Set order criteria for promotion eligibility.
- Product promotion: Set product criteria for promotion eligibility.
Promotion configurations
Promotions have multiple configuration options. Keep in mind that you must select Create or Save in the upper-right corner to create a Promotion or save any changes.
Promotion name
The Promotion Name is visible to customers. Including the type of Promotion and spend requirements can help buyers get excited about reaching the discount. For example, 10% off orders shipped between Nov 12 and Dec 12.
Promotion description
Use the Promotion Description to share the details of the Promotion. For example, Earn 10% off your orders over $10,000 placed between October 14th and December 3rd, with a delivery date between Nov 12 through Dec 12.
Active
Use the Active toggle to activate (or deactivate) the Promotion.
Audience
Select the Promotion’s Target customer and Currency.
Choose the Target Customer:
- All Customers (default): Choose this option to apply the Promotion to all customers.
-
Companies: Select one or more company contacts.
- Tip: Use the Search field to locate companies by name.
- Customer Groups: Select one, multiple, or all customer groups.
Choose the one Currency for this Promotion. To apply multiple currencies, create the Promotion, duplicate it, and then adjust the currency for each copy.
Promotion combinations
Select additional offer types to combine with this promotion. Select more than one to increase potential savings for the buyer.
| Selection | Outcome |
|---|---|
| No selections (default) | If no Promotion combinations are selected, and an order or product qualifies for this and another promotion or discount, then we’ll apply the one offering the greatest savings to the buyer. |
| Order promotions | If eligible, this promotion and all eligible order promotions apply. |
|
Product promotions |
If eligible, this promotion and all eligible product promotions apply. |
| Company discounts | If eligible, this promotion and the company discount apply. |
Note: Learn more about Promotion combinations with Promotions FAQ.
Eligibility rules
Depending on the Promotion type (Order or Product), specify the criteria needed to qualify for the Promotion.
Select + Add Rule to create more than one Eligibility rule. Each rule in a Promotion uses AND logic, so all criteria must apply. If you don’t want all rules to apply, create a new Promotion for your additional scenario.
| Order Promotion types | Selections |
|---|---|
| Conditional date range | Enter a past date range. The promotion applies if criteria are met within this range. Conditional date range must be paired with at least one other rule type. For example, Order amount total or Shipped amount. |
| Order amount total | Order amount total is based on submitted orders. Enter an amount for At least (required) and At most (optional). |
| Order delivery date | Select a Start Date and End Date. Only products ordered within the select delivery date range are eligible for the promotional discount. |
| Order level field | Choose an order Field and its required Value. |
| Order quantity | Enter order quantity values for At least (required) and At most (optional). |
| Shipped amount | Shipped amount is based on what’s been shipped from submitted orders. Enter an amount for At least (required) and At most (optional). |
For Order amount and Order quantity, you can toggle on Include threshold messaging and enter a value. Turning on threshold messaging is a best practice because it encourages buyers to add more to their cart. When the buyer reaches that threshold value, they’ll see a message, letting them know they’re close to reaching a Promotion.
| Product Promotion types | Selections |
|---|---|
| Product availability | Choose Prebook or ATS (Immediate and Future) so that only Prebook or ATS products in an order qualify for the promotional discount. |
| Select product(s) |
Select one or more products that are eligible for the Promotion. |
| Select a Product filter. Examples: Color, Season, Category, or another product custom field.* |
After selecting a field in the Product filter dropdown menu, choose its required Value(s). |
*Dates and Description product schema fields aren’t supported for Promotions.
For any Product filter, you can choose to Set minimum rules to define the trigger for the Promotion, and Include threshold messaging to notify buyers when they are close to qualifying for a Promotion. Turn on both as a best practice because this combination encourages buyers to add more to their cart.
Reward applied
Choose the Reward applied when qualifying for the Promotion and enter any associated value.
For Order Promotions, select Add discount to offer more than one reward. When adding multiple rewards, Amount off and Percentage off can’t be combined in a single Promotion. Choose one of these, but not both, while combining them with Net terms extension, Free shipping, or both.
| Order Promotion types | Details |
| Amount off | Enter the discount amount for qualifying orders. |
| Free shipping | No shipping costs are applied to qualifying orders. |
| Net terms extension | Enter the number of days after order submission until payment is due. |
| Percentage off | Enter the percentage discount for qualifying orders. |
| Product Promotion types | Details |
| Amount off each item | Enter the discount amount for qualifying products. |
| Percentage off | Enter the percentage discount for qualifying products. |
Active dates
Define the timeframe that you would like the Promotion to run. The time corresponds to your local time zone.
For example, if you want to start the Promotion on a specific date and keep it open-ended, you can set the Start Date and Start Time, but keep the End Date and End Time blank. Select the X icon to remove an entered End Date and End Time.
When you finish creating or editing your Promotion, select Create or Save in the upper-right corner. As a reminder, set the Promotion to Active for it to go live (at your chosen start date and time).
Promotion messages
Promotion messaging throughout the purchasing process helps build excitement for the buyer. NuORDER displays two message types, both within the order screen:
- When a cart is close to qualifying for a Promotion (highlighted in blue).
- When a Promotion is applied (highlighted in green).
When a buyer’s cart is close to being eligible for a discount, a blue message displays within the Working Order, encouraging the user to add more items to their order. Not only does this message specify the discount they are close to qualifying for, but also how much they could potentially save.
If the buyer adds additional items and reaches the Promotion, a green message displays, specifying the details of the discount and the total savings.
Buyers also see how much they’re saving with the original price in strikethrough text alongside their discounted price. This price comparison displays in the Working Order (example below), submitted and draft orders, and the Product Details page after the product is added to the cart.
Additionally, on the Order Review tab, this same message, with applied discount and savings, displays below the subtotal.
Promotions on orders
From the left navigation menu, go to Orders. Enter the Promotion name in the Promotion filter to refine the list to only orders with that Promotion. When using multiple Promotions in the filter the filter logic will look for orders with one of the entered Promotion names. Users are able to use additional filters to refine the order list. Promotion information appear on submitted and draft orders.
Note: See Promotions on order exports for tips on configuring order exports with Promotion information.