Configuring offer types

You must set up the offer and POP combinations for your store before you can create a specific type of offer. You can also define other settings and options for offers such as:

  • How you want "shipping order value" offers to behave
  • Whether you want inventory checks for offers that use POPs
  • Whether you want to warn shoppers that the offer they are using has a usage limit

Configure Offer Types taskbar

Button Description
Add Offer Type Create Product Add an offer type. See How to add offer types and associate POPs with offer types for more information.
Create Offer Create Product Create an offer.
Manage Offers Manage Offers Manage your offers.

Configure Offer Types attributes

Attribute Description
Shipping Order Value

Use shipping order value offers to provide a promotion or discount when the total order value reaches or exceeds a specified amount when you created the offer. Because a shopper can apply multiple offers to the same order, you may want to control whether the order value offers uses the order total calculated before or after the system applies any other discounts.

Note: The Shipping Order Value area appears when you add the Shipping Order Value offer type to your store. See How to add offer types and associate POPs with offer types for instructions on how to add the Shipping Order Value offer type.

See How to set the shipping order value for more information.
After Discount Applies the discount based on the total after other discounts are applied.
Before Discount Applies the discount based on the total before other discounts are applied.
Product Inventory Check

Use the Product Inventory Check attributes to indicate whether you want out-of-stock products to appear in offers.

Note: Only offers that use a POP to appear in your store qualifies for this option.

The inventory check only works with offers that apply to a specific product. This means that an offer that applies a discount to an entire order or the shipping costs for an entire order, regardless of the products purchased, cannot run an inventory check.

See How to set a product inventory check for more information.
Continue to display products regardless of inventory Select this option if you want all products, including out-of-stock products, to appear in offers.
Hide out of stock products in offers Select this option if you want only in-stock products to appear in offers. Note that you may also want to use Managing physical inventory to disable backorders for physical products so that shoppers cannot still place orders for out of stock options.
Offer Usage Limit Warning The Offer Usage Limit Warning pane allows you to notify shoppers who trigger an offer that the offer is nearing its usage limit and they may miss the offer if they do not act quickly to redeem it. This feature allows you to improve close ratios by warning shoppers when offers reach their usage limits. This feature applies to all offers except those without usage limits.
Display Warning

Shows an appropriate warning when an offer reaches its usage limit. Choose one of the following options:

  • Never—Select this option if you never want an offer usage warning to appear to shoppers.
  • Always—Select this option if you always want an offer usage warning to appear to shoppers.

  • Only when less than percentageValue% remains—Select this option and enter the percentage value in the field if you want to warn shoppers of usage limits when the offer reaches the specified percentage value.

    Type 50 in the field if you want to warn shoppers of the usage limits when shoppers used 50%.

    See How to set an offer usage limit warning for more information.
Restrict Deployment

The Restrict Deployment pane allows you to control who controls who can deploy offers for added security. If you restrict offers, only a user with the Merchandising Deployer role can deploy these offers.

See How to restrict deployment of offers for more information.
Restrict Deployment

Restricts who can deploy offers. Choose one of the following options:

  • Never—Select this option if you never want to restrict the deployment of an offer by role.
  • Always—Select this option if you only want a user with the Merchandising Deployment ManagerClosed This Global Commerce user role allows users to deploy offers for a site. role to deploy these offers. This includes offers created in the past and later changed (and ready to deploy again).
  • Only Specific Offers—Select this option if you want to restrict offers on a one-by-one basis. If you select this option, some options will appear in the offer wizard that allows the Merchandising Manager who created the offer to restrict the offer. This means that some offers on your site are restricted while others are not restricted.
Custom Bundle Options

The Custom Bundle pane allows you to define the maximum number of groups that can be created for a custom bundle and the maximum number of products that can be added to each group.

See How to set custom bundle options for more information.
Maximum Number of Groups Enter the maximum number of groups in a custom bundle. You can use the groups in a custom bundle organize products the shopper can purchase.
Maximum Number of Products per Group Enter the number of products allowed per group. Note that the greater number of products you have in a group affects the visual layout of the custom bundle in your store and affects the performance of the page.

How to set the shipping order value

  1. Choose one of the following options:

    • Select Administration, select Site, and then click Configure Offer Types.
    • Select Marketing, select Offers and Programs and then click Manage Offers. On the Offers page, click Configure Offer Types.

    The Configure Offer Types page appears.

  2. Under Shipping Order Value, select After Discounts or Before Discounts.
  3. Click Save.

How to set a product inventory check

  1. Choose one of the following options:

    • Select Administration, select Site, and then click Configure Offer Types.
    • Select Marketing, select Offers and Programs and then click Manage Offers. On the Offers page, click Configure Offer Types.

    The Configure Offer Types page appears.

  2. Under Product Inventory Check, for the Display Options option, select one of the following options:

    • Continue to display products regardless of inventory
    • Hide out of stock products in offers
  3. Click Save.

How to set an offer usage limit warning

  1. Choose one of the following options:

    • Select Administration, select Site, and then click Configure Offer Types.
    • Select Marketing, select Offers and Programs and then click Manage Offers. On the Offers page, click Configure Offer Types.

    The Configure Offer Types page appears.

  2. Under Offer Usage Limit Warning, select one of the following options:

    • Never
    • Always
    • Only when less than percentageValue% remains—and enter the percentage value in the field.
  3. Click Save.

How to restrict deployment of offers

  1. Choose one of the following options:

    • Select Administration, select Site, and then click Configure Offer Types.
    • Select Marketing, select Offers and Programs and then click Manage Offers. On the Offers page, click Configure Offer Types.

    The Configure Offer Types page appears.

  2. Under Restrict Deployment, select one of the following options:

    • Never
    • Always
    • Only specific offers
  3. Click Save.

How to set custom bundle options

  1. Choose one of the following options:

    • Select Administration, select Site, and then click Configure Offer Types.
    • Select Marketing, select Offers and Programs and then click Manage Offers. On the Offers page, click Configure Offer Types.

    The Configure Offer Types page appears.

  2. Under Custom Bundle Options, enter the maximum number of groups in the Maximum Number of Groups field.
  3. Enter the maximum number of products you want to allow per group in the Maximum Number of Products per Group field.
  4. Click Save.

How to add offer types and associate POPs with offer types

To create an offer of a certain type, you must first add the offer to your site. To use a POP with a specific offer type, you must associate that POP with the offer type.

Note: To use the related products token in offers, associate the RelatedProductsToken POP with the cross-sell offer type.

  1. Choose one of the following options:

    • Select Administration, select Site, and then click Configure Offer Types.
    • Select Marketing, select Offers and Programs and then click Manage Offers. On the Offers page, click Configure Offer Types.

    The Configure Offer Types page appears.

  2. To add an offer type to your site:

    1. Click Add Offer Type in the taskbar. The Add Offer Type dialog appears.
    2. Select an offer type from the Offer Type list and click Save.

  3. To associate a POP with an offer type on your site:

    1. From the list of offers at the bottom of the Configure Offer Types page, select the checkbox next to the offer you want to configure and then click Add Point of Promotion. The Add Point of Promotion Dialog appears.

    2. Select a POP from the Point of Promotion list and click Save.

      Note: You can only associate a POP with and offer type if you can use the POP the offer type. Note that some offers require a specific POP.

How to delete offer types

  1. Choose one of the following options:

    • Select Administration, select Site, and then click Configure Offer Types.
    • Select Marketing, select Offers and Programs and then click Manage Offers. On the Offers page, click Configure Offer Types.

    The Configure Offer Types page appears.

  2. To delete offer types:

    1. Scroll to the offer types list at the bottom of the Configure Offer Types page.
    2. Select the checkbox next to each offer type or click the checkbox at the top of the column to select all offer types from the Configure Offer Types list.
    3. Click Delete.

  3. To remove a POP associated with an offer type:

    1. Scroll to the offer types list at the bottom of the Configure Offer Types page.
    2. Click + next to the offer type to display the POPs associated with the offer.
    3. Select the checkbox next to the POP you want to remove from the Configure Offer Types list.
    4. Click Delete.