Associating products and pricing with the offer

Use the Products and Pricing step or the Pricing step to associate products and pricing with an offer and define the discount (if any).

What you see on the Products and Pricing or Pricing step varies depending on the offer type you selected and the discount level you selected in the previous step. If you are creating a custom bundle offer, the Products and Pricing step will be very different. See How to create custom bundle offers for more information.

Pricing Information

Use the Pricing Information to select the currency you want to use for the offer.

Attribute Description
Currency

Select currency you want to use for the offer. The currencies that appear in this list correspond to the supported locales for your store. The system uses this currency to calculate the discount (if the offer provides one) and convert that discount into other currencies.

Best Practices: Select the default currency for the price list associated with the products you will add to the offer.

Product Eligibility

Use the Product Eligibility pane to define which products a shopper must purchase to be eligible to redeem the offer. The option you select here will determine what appears next in the Display Content step.

The Product Eligibility pane appears for non-bundle offers.

Attribute Description
Eligibility Determined By

Choose one of the following possible methods to determine eligibility:

  • Specific Products—Select this option if you want to choose the products a shopper must purchase to redeem this offer. If you select this option, the Add Product(s) to Offer dialog appears. To add product, click Add in the Products.

  • Specific Categories—Select this option if you want to choose the product categories a shopper must purchase a product from to redeem this offer. If the shopper purchases any products in the selected categories, they will be eligible for this offer. Use this option to add many products to your offer at once. If you select this option, the Add Categories to Offer dialog appears. To add a category, click Add the in the Categories pane.

    Note: The number of products you can add to a group is limited in a Custom Bundle offer. If the total number of products in the categories you select is greater than this setting, you will not be able to add those categories to this group.

  • All Products—Select this option if you want all products to be an eligible product.
  • All Products except Excluded products—Select this option if you want every product in your catalog to be an eligible product, except for the products you add to the Excluded Products list. Note that you do not have to exclude products if you want every product in your catalog to be eligible for the offer. When you select this option, the Excluded Products pane appears.
  • All Categories Except Excluded Categories—Select this option if you want every product in your catalog to be an eligible product, except the products in the categories you add to the Excluded Categories list. Note that you do not have to exclude categories if you want every product in every category your catalog to be eligible for the offer. When you select this option, the Excluded Categories pane appears.

When you select an eligibility method, the attributes in Products or Categories pane changes to reflect your choice.

Parent Product Eligibility

Use the Product Eligibility pane to define which products a shopper must purchase to be eligible to redeem the offer. The option you select here will determine what appears next in the Display Content step.

The Product Eligibility pane appears for bundle offers.

Note: The information in this area does not apply to custom bundle offers. See How to create custom bundle offers for more information.

 

Attribute Description
Eligibility Determined By

Choose one of the following possible methods to determine eligibility:

  • Specific Products—Select this option if you want to choose the parent and child products a shopper must purchase to redeem this offer. If you select this option, the Parent Products and Child Products panes appear. Use the Parent Products pane to add the products you want to trigger the offer and the Child Products pane to add the products that are bundled with the parent product. You must also indicate (for both parent and child products) whether you want to provide a discount for the products and whether the discount should be the same for all products or vary from product to product.
  • Specific Categories—Select this option if you want to use a category of products as the parent product. If the shopper purchases any of the products in any of the categories you add, they will be eligible for the offer and the child products will be bundled with the offer. Use this option to add many products to your offer at once. If you select this option, the Parent Categories and Child Products panes appear. Use the Parent Categories pane to add the categories of products you want to use as the parent product and the Child Products pane to add the child products. You also have to indicate (for both parent and child products) whether you want to provide a discount for the products in the categories.
  • All Products Except Excluded Products—Select this option if you want every product in your catalog to be a parent product, except for the ones you add to the Excluded Parent Products list\. When you select this option, the Excluded Parent Products and Child Products panes appear. Use the Excluded Parent Products pane to add products that you do not want to be parent products and the Child Products pane to add the child product. You also have to indicate (for both parent and child products) how you want to discount the products that will actually be used in the offer.
  • All Categories except excluded categories—Select this option if you want every product in your catalog to be a parent product except the products in the categories you add to the Excluded Parent Categories list. If you select this option, the Excluded Parent Categories pane appears where you can add the categories of products that you do not want to use as parent products. You also have to indicate how you want to discount the products in those categories that the offer will use.

When you select an eligibility method, the attributes under Parent Products changes to reflect your choice.

Parent Products

To select a discount option, add the products first and then select the type of discount option you want to use.

The Parent Products pane appears for bundle offers.

Attributes Description
Discount Options

Choose one of the following possible discount options:

  • No Discount—Select this option if you do not want to provide a discount with the offer.

    Offers don’t have to discount the price at all—you can create offers to up-sell or cross-sell different products to your shoppers. These types of offers encourage shoppers to purchase more from your store.

    For a Custom Bundle offer, if you want the shopper to purchase multiple products together rather than separately and you do not want to offer a discount, you can use No Discount and Always Triggered.

    For Cross-Sell and Up-Sell offers, the offer shows one or more products for purchase to the shopper when they add a product to the shopping cart. Cross-Sell offers are usually accessories for the original product or compatible with the original product. Up-Sell offers are usually higher-priced versions of the product.

    Tip: Marketing and offer report do not track most offers if the offer does not provide a discount. The system tracks all Cross‑Sell, Up‑Sell, and Bundle offer types in the Cross Sell Up Sell Reports, but the system does not track the remaining offer type. If you want information on how offers that do not provide a discount are performing in your store, you can create a program to track those offers. See Managing tracking programs for more information.

  • Apply Discount To All Products—This option appears when you determine eligibility by Specific Products or All Products Except Excluded Products.
  • Apply Discount to All Parent Products—This option appears when you determine eligibility by Specific Products.
  • Apply Individual Discounts to Products—This option appears when you determine eligibility by Specific Products.
  • Apply Individual Discounts to Parent Products—This option appears when you determine eligibility by Specific Products.
  • Apply Discount to All Categories—This option appears when you determine eligibility by Specific Categories or All Categories Except Excluded Categories.
  • Apply Discount to All Parent Categories—This option appears when you determine eligibility by Specific Categories.
Discount Type

The offer discount is one of the most important aspects of an offer. Although you don’t have to give a discount with every offer, most offers provide some sort of pricing incentive when a shopper redeems an offer.

Some offers allow you to restrict the discount to orders that match specific criteria such as a minimum number of products purchased, the total order value, or shipping method used. These types of discounts still use the amount off, percentage off, or tiered discount but they restrict how and when the system applies the discount to the product or order.

You can apply discounts to products, shipping costs, or the total order cost. Choose one of the following discount types from the Discount Type list for the selected product.

  • Amount—Select this option when you want to specify the cost of the product or bundle after the discount.

    Example: The product is $24 after discount.

  • Amount Off—Select this option when you want to specify how much you want to discount (subtract) from the price of the product or bundle.

    Example: Select this option when you want to specify how much you want to discount (subtract) from the price of the product or bundle shipping cost. If you set the currency for the offer to USD (United States Dollars) and the shopper redeems the offer in EUR (euros), the system will calculate the discount amount using the USD to EUR conversion rate, and deduct that discount amount from the cost of the product or bundle.

  • Percent Off—Select this option when you want to discount the price of the product or bundle by a percentage of the cost.

    Example: The offer takes 15% off the price of the product or bundle regardless of currency.

  • Tiered Discount—Select this option when you want to provide a discount based on the quantity purchased.

    Example: The offer takes $5 off when you purchase one product, $10 off when you purchase two products, and 15 off when you purchase three products, and so on.

Discount Type appears when you select the Apply Discount To All Parent Products option.
Discount

Enter the specifics for the discount. Your options are as follows:

  • If you selected Amount or Amount off for the Discount Type, enter the discount amount in the field and select a currency from the list.
  • If you selected Percent Off for the Discount Type, enter the percentage value in the field.

  • If you selected Tiered Discount as the Discount Type, select one of the following options from the list:

    • Tiered Qty/Amount Off—Select this option and the locale currency if you want to set up tiers based on the quantity and you want to take an amount off the purchase price.

      Example: If the selected currency is GBP, you may choose a 5 GBP discount for one of your tiers and 10 GBP for the next.

      Do not use Amount Off discount methods for offers that are localized for two or more locales. Instead, use Percent Off Discount Methods only.

    • Tiered Qty/Percent Off—Select this option if you want to set up tiers based on the quantity and want to take a percentage off the purchase price.

    you can create tiers for individual products in a bundle offer. These tiers only apply tot he parent product in the offer.
ID

This field shows the product's ID used internally by the Digital River system.

Name

This field shows the product's tracking program's name. The system uses the name internally. Customers will not see this name in your store.

Example: Holiday Promotion 1

Varying Attributes

The product's variation attributes.

Discount Type

Allows you to assign individual discounts to parent products. Choose one of the following discount types:

  • No Discount
  • Amount
  • Amount Off
  • Percent Off

Global Commerce enables this field when you select the Apply Individual Discounts to Parent Products discount option.
Display Order

Enter a number from 1 to x for each product in the list, where 1 is the first product and x is the last product to be displayed. The offer will display the products in the specified order.

Child Products

To select a discount option, add the products first and then select the type of discount option you want to use.

The Child Products pane appears for bundle offers.

Attributes Description
Discount Options

Choose one of the following discount options:

  • No Discount—Select this option if you do not want to provide a discount with the offer.
  • Apply Discount To All Child Products
  • Apply Individual Discounts to Child Products
Discount Type

Choose one of the following possible discount types.

  • Amount
  • Amount Off
  • Percent Off
  • Tiered Discount

Discount Type appears when you select the Apply Discount To All Parent Products option.
ID

This field shows the product's ID used internally by the Digital River system.

Name

This field shows the product's tracking program's name. The system uses the name internally. Customers will not see this name in your store.

Example: Holiday Promotion 1

Varying Attributes

The product's variation attributes.

Discount Type

Allows you to assign individual discounts to child products. Choose one of the following discount types:

  • No Discount
  • Amount
  • Amount Off
  • Percent Off

Global Commerce enables this field when you select the Apply Individual Discounts to Child Products discount option.
Discount

Enter the specifics for the discount. Your options are as follows:

  • If you selected Amount or Amount off for the Discount Type, enter the discount amount in the field and select a currency from the list.
  • If you selected Percent Off for the Discount Type, enter the percentage value in the field.

  • If you selected Tiered Discount as the Discount Type, select one of the following options from the list:

    • Tiered Qty/Amount Off—Select this option and the locale currency if you want to set up tiers based on the quantity and you want to take an amount off the purchase price.

      Example: If the selected currency is GBP, you may choose a 5 GBP discount for one of your tiers and 10 GBP for the next.

      Do not use Amount Off discount methods for offers that are localized for two or more locales. Instead, use Percent Off Discount Methods only.

    • Tiered Qty/Percent Off—Select this option if you want to set up tiers based on the quantity and want to take a percentage off the purchase price.

    you can create tiers for individual products in a bundle offer. These tiers only apply tot he parent product in the offer.
Display Order

Enter a number from 1 to x for each product in the list, where 1 is the first product and x is the last product to be displayed. The offer will display the products in the specified order.

Primary Group

When you create a custom bundle offer, the Primary Group tab appears in the Products and Pricing step, and the Group Type is Mandatory by default. You need at least one mandatory group for a custom bundle. Once you define and save the first group, you can create additional groups and assign the group to the Mandatory or Optional group type as needed.

The Primary Group tab appears for custom bundle offers.

Attribute Description
Primary Group Shoppers must select at least one product from this group to be eligible for the bundle offer
Group Name

The name of the custom bundle group. Global Commerce uses this name to identify the group. See Configuring the offer's content for information on what the shopper sees.
Group Type

Choose the group type.  Your options are as follows:

  • Mandatory—Select this option if you want to define the minimum and the maximum number of products a shopper can buy from this group.
  • Optional—Select this option if you want to specify the maximum number of products a shopper can buy from this group.
Shoppers Must By at Least

Specify the number of products that the shopper must buy because the first group is mandatory. When you create optional groups, the system only enforces this minimum if the shopper chooses products from the group. The number cannot be higher than the total number of products you add to the group.
Shoppers Can Buy at Most Specify the maximum number of products a shopper can buy from this group. The number cannot be higher than the total number of products you add to the group.

Products

To select a discount option, add the products first and then select the type of discount option you want to use.

The Product pane appears for non-bundle offers.

Attributes Description
Discount Options

Choose one of the following possible discount options:

  • No Discount—Select this option if you do not want to provide a discount with the offer.

    Offers don’t have to discount the price at all—you can create offers to up-sell or cross-sell different products to your shoppers. These types of offers encourage shoppers to purchase more from your store.

    For a Custom Bundle offer, if you want the shopper to purchase multiple products together rather than separately and you do not want to offer a discount, you can use No Discount and Always Triggered.

    For Cross-Sell and Up-Sell offers, the offer shows one or more products for purchase to the shopper when they add a product to the shopping cart. Cross-Sell offers are usually accessories for the original product or compatible with the original product. Up-Sell offers are usually higher-priced versions of the product.

    Tip: Marketing and offer report do not track most offers if the offer does not provide a discount. The system tracks all Cross‑Sell, Up‑Sell, and Bundle offer types in the Cross Sell Up Sell Reports, but the system does not track the remaining offer type. If you want information on how offers that do not provide a discount are performing in your store, you can create a program to track those offers. See Managing tracking programs for more information.

  • Apply Discount To All Products—This option appears when you determine eligibility by Specific Products or All Products Except Excluded Products.
  • Apply Discount to All Parent Products—This option appears when you determine eligibility by Specific Products.
  • Apply Individual Discounts to Products—This option appears when you determine eligibility by Specific Products.
  • Apply Individual Discounts to Parent Products—This option appears when you determine eligibility by Specific Products.
  • Apply Discount to All Categories—This option appears when you determine eligibility by Specific Categories or All Categories Except Excluded Categories.
  • Apply Discount to All Parent Categories—This option appears when you determine eligibility by Specific Categories.
ID

This field shows the product's ID used internally by the Digital River system.

Name

This field shows the product's name. The system uses the name internally. Customers will not see this name in your store.
Varying Attributes

The product's variation attributes.

Discount Type

The offer discount is one of the most important aspects of an offer. Although you don’t have to give a discount with every offer, most offers provide some sort of pricing incentive when a shopper redeems an offer.

Some offers allow you to restrict the discount to orders that match specific criteria such as a minimum number of products purchased, the total order value, or shipping method used. These types of discounts still use the amount off, percentage off, or tiered discount but they restrict how and when the system applies the discount to the product or order.

You can apply discounts to products, shipping costs, or the total order cost. Choose one of the following discount types from the Discount Type list for the selected product.

  • Amount—Select this option when you want to specify the cost of the product or bundle after the discount.

    Example: The product is $24 after discount.

  • Amount Off—Select this option when you want to specify how much you want to discount (subtract) from the price of the product or bundle.

    Example: Select this option when you want to specify how much you want to discount (subtract) from the price of the product or bundle shipping cost. If you set the currency for the offer to USD (United States Dollars) and the shopper redeems the offer in EUR (euros), the system will calculate the discount amount using the USD to EUR conversion rate, and deduct that discount amount from the cost of the product or bundle.

  • Percent Off—Select this option when you want to discount the price of the product or bundle by a percentage of the cost.

    Example: The offer takes 15% off the price of the product or bundle regardless of currency.

  • Tiered Discount—Select this option when you want to provide a discount based on the quantity purchased.

    Example: The offer takes $5 off when you purchase one product, $10 off when you purchase two products, and 15 off when you purchase three products, and so on.

Global Commerce enables this field when you click Apply Individual Discount to Products.
Quantity Tier Ranges

Choose one of the following options to determine how you want to handle quantity restrictions:

  • Per Line Item—Select this option when you want to use the quantity of a single line item when determining quantity discounts.
  • Across Line Items—Select this option when you want to use the quantity of all line items to be combined when determining quantity discounts.

These options appear when you select Tiered Discount as the Discount Type.
Discount

Enter the specifics for the discount. Your options are as follows:

  • If you selected Amount or Amount off for the Discount Type, enter the discount amount in the field and select a currency from the list.
  • If you selected Percent Off for the Discount Type, enter the percentage value in the field.

  • If you selected Tiered Discount as the Discount Type, select one of the following options from the list:

    • Tiered Qty/Amount Off—Select this option and the locale currency if you want to set up tiers based on the quantity and you want to take an amount off the purchase price.

      Example: If the selected currency is GBP, you may choose a 5 GBP discount for one of your tiers and 10 GBP for the next.

      Do not use Amount Off discount methods for offers that are localized for two or more locales. Instead, use Percent Off Discount Methods only.

    • Tiered Qty/Percent Off—Select this option if you want to set up tiers based on the quantity and want to take a percentage off the purchase price.

    you can create tiers for individual products in a bundle offer. These tiers only apply tot he parent product in the offer.
From

Enter the starting value for the tier. This represents the lowest value for that tier.

This field appears when you select the Tiered Discount type.
To

Enter the ending value for the tier. This represents the highest value for the tier.

Note: If this is the last tier, you can leave the To field empty. If the To field is empty, the shopper qualifies for the tier discount when they purchase the specified minimum number of products specified for this tier.

This field appears when you select the Tiered Discount type.
Value

Enter the amount or percentage off for the tier.

This field appears when you select the Tiered Discount type.
Display Order

Enter a number from 1 to x for each product in the list, where 1 is the first product and x is the last product to be displayed. The offer will display the products in the specified order.

Discount Information

You can add a shipping discount to a discount offer.

The Discount Information pane appears when you select Discount or a Shipping Cost Discount for a shipping method or destination as the Offer Type.

Attribute Description
Discount Type

When you create a discount offer, you can choose to add a shipping discount to the offer.

  • No Discount—Select this option when you do not want to apply a shipping discount to the offer.

  • Amount Off—Select this option when you want to specify how much you want to discount (subtract) from the shipping cost.

    Example: Select this option when you want to specify how much you want to discount (subtract) from the price of the product or bundle shipping cost. If you set the currency for the offer to USD (United States Dollars) and the shopper redeems the offer in EUR (euros), the system will calculate the discount amount using the USD to EUR conversion rate, and deduct that discount amount from the shipping cost.

  • Percent Off—Select this option when you want to discount the shipping cost by a percentage of the cost.

    Example: The offer takes 15% off the shipping cost regardless of currency.
Shipping Zone Select where the product can be shipped.
Shipping Method Select the method used to ship the product.
Eligibility Determined By

Choose one of the following possible methods to determine eligibility:

  • Specific Products—Select this option if you want to choose the products a shopper must purchase to redeem shipping discount. If you select this option, the Add Product(s) to Offer dialog appears. To add product, click Add in the Shipping Discount.

  • Specific Categories—Select this option if you want to choose the product categories a shopper must purchase a product from to redeem shipping discount. If the shopper purchases any products in the selected categories, they will be eligible for this shipping discount. Use this option to add many products to your shipping discount at once. If you select this option, the Add Categories to Offer dialog appears. To add a category, click Add the in the Categories pane.

When you select an eligibility method, the attributes in Products or Categories pane changes to reflect your choice.

Order Amount

Select the order amount you want to apply to the offer.

Attributes Description
Minimum Order Amount The minimum amount for the selected currency the customer must order to receive the offer.

Order Quantity

Select the order quantity you want to apply to the offer.

Attributes Description
Minimum Product Quantity Enter the minimum number of products that can be shipped.
Limit Maximum Product Quantity Select this checkbox if you want to limit the maximum number of products that can be shipped.
Maximum Product Quantity

Enter the maximum number of products that can be shipped.

This field appears when you select the Limit Maximum Product Quantity checkbox.

Categories

You can use the Categories pane to determine eligibility by specific categories.

Attribute Description
ID The categories ID.
locale-name Internal Category Name The localized internal name of the category.

Excluded Products

This pane appears when you select the All Products Except Excluded Products eligibility method. Use the Exclude Products pane to add products that you do not want to use to determine eligibility for the offer.

The Excluded Products pane appears for non-bundle offers.

Attributes Description
Discount Option

Choose one of the following discount options:

  • No Discount
  • Apply Discount To All Products
ID

This field shows the product's ID used internally by the Digital River system.

Name

This field shows the product's tracking program's name. The system uses the name internally. Customers will not see this name in your store.

Example: Holiday Promotion 1

Excluded Parent Products

This pane appears when you select the All Products Except Excluded Products eligibility method. Use the Exclude Parent Products pane to add products that you do not want to use to determine eligibility for the offer.

The Excluded Parent Products pane appears for bundle offers.

Attributes Description
Discount Options

Choose one of the following discount options:

  • No Discount—Select this option if you do not want to provide a discount with the offer.
  • Apply Discount to All Products—This option appears when you determine eligibility by All Products except excluded products.
Discount Type

Choose one of the following discount types:

  • Amount Off
  • Percent Off

Discount Type appears when you select the Apply Discount To All Products option.
ID

This field shows the product's ID used internally by the Digital River system.

Name

This field shows the product's tracking program's name. The system uses the name internally. Customers will not see this name in your store.

Example: Holiday Promotion 1

Varying Attributes

The product's variation attributes.

Excluded Categories

This pane appears when you select the All Categories Except Excluded Categories eligibility method. Use the Exclude Categories page to add the categories of products that you do not want to use for eligibility.

The Product Eligibility pane appears for non-bundle offers.

Attribute Description
Discount Option

Choose one of the following discount options:

  • No Discount
  • Apply Discount to All Categories
ID

This field shows the product's ID used internally by the Digital River system.

Name

This field shows the product's tracking program's name. The system uses the name internally. Customers will not see this name in your store.

Example: Holiday Promotion 1

Add Product(s) to Offer

The Add Product(s) to Offer pane appears for non-bundled and bundle offers.

Attribute Description
Search Products

Choose one of the following options to search for products and enter the value for that option in the adjacent field:

  • Product ID
  • External Reference ID
  • Internal Product Name
  • SKU
Catalog Select the catalog you want to search from the list.
Product Type

Select the product type you want to search for from the list. Your options are as follows:

  • Individual and Base
  • Individual and Variation
  • Product Combination
  • All
Status

Select one or more of the following status checkboxes:

  • Draft
  • Design
  • Retired
  • Deploy
Select All

Select all products from the list.

Clear All

Clear all products from the list.

Add Categories to Offer

Use the Add Categories to Offer dialog to add categories of products for eligibility and indicate whether you want to provide a discount for the products in the categories. Enter the Category ID or Localized Internal Category Name and then click Search Search to populate the fields.

The Product Eligibility pane appears for non-bundled and bundle offers.

Attribute Description
Category ID

The category's ID.

Localized Internal Category name The localized internal name for the category.
Select All

Select all products from the list.

Clear All

Clear all products from the list.