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--- shared:ecommerce_promotions [2022/02/16 09:20] – created ggmei
+++ shared:ecommerce_promotions [2024/07/01 10:53] (current) – ggmei
@@ Line 1: / Line 1: @@
 ====== Ecommerce - Managing Promotions ======
-It sets the terms:
+The standard promotions can be:
-type: order total discount
+  * valid for all orders, or only when general criteria are met (e.g. more than N items, more than X euro)
-start and end date (mind that the end date is not included, so if you want the campaign to be valid on 20th Feb here you must choose 21st Feb)
+  * be of a fixed amount (€20) or percent (20%)
-state enable
+  * be valid until a certain date
-REQUIRES COUPON tick yes. Be very careful here, there are companies that went out of business for forgetting to set this (and not checking anything for months, but it’s another story)
+  * each coupon can be set to be used a fixed number of times in total (e.g. the first 100 customers) or unlimited
-cumulative: no, but not an issue if all campaigns require coupons
+  * each coupon can be set to be used for a fixed number of uses for each single customer (e.g. valid for 1 order, or 2 orders) or unlimited
-max usage: how many times this promotion can be used by each user (as identified by his email/registration). -1 means unlimited
-all user max usage: same as above but in total. I.e. if the campaign is set to be used 10 times in total, once per user, then it won’t work for the 11th user. Again, -1 means unlimited
-description: just for yourself
-min order value/quantity: just what it seems to be
-min quantity for a product: doesn’t apply to your case
-discount: numeric value, e.g. 10
-type: % (then it’s 10%) or amount (then it’s £10)
-apply discount: no effect for % discounts, while for fixed amount it means that £10 includes or not the VAT
-once this is done, click on Save
+This is all already available and requires no implementation. If you need some different logic (e.g. "valid only if one buys product A with product B") then we need to overwrite the standard modules and implement the custom logic.
-:51
-and THEN, with the right promotion selected, you can click on Coupons
-:54
-again, max usage is how many times the coupon can be used by anyone, -1 means unlimited.
-so for nominal coupons (e.g. code hellojohnsmith) can be set to 1, while for a broad campaign (e.g. code summerishere) can be set to -1 and the promotion limits would apply
-just remember this: coupons must always be associated to a promotion. So either you create them from the promotion, as I’ve said above, or
-:56
+=== 1. In KK create the Promotion, under Marketing > Promotion ===
-first you create them, and then you associate them to an existing promotion
+{{:shared:pasted:20220216-093237.png}}
+The promotion sets the terms:
+  * type: use **order total discount**
+  * start and end date: as preferred. The end date is not included, so if you want the campaign to be valid up to the 20th Feb included, set end date to 21st Feb
+  * state: set enable
+  * requires coupon: tick yes, otherwise the discount will apply to anyone. :!: Be very careful not to forget this off.
+  * cumulative: no, but not an issue if all campaigns require coupons
+  * max usage: how many times this promotion can be used //by each user// (as identified by his email/registration). -1 means unlimited
+  * all user max usage: how many times this promotion can be used //in total by all users//. -1 means unlimited
+  * description: for internal use only
+  * min order value/quantity: set 0 and 1 for no limits
+  * min quantity for a product: doesn’t apply
+  * discount: numeric value, e.g. 10
+  * type: % (then it’s 10%) or amount (then it’s £10)
+  * apply discount: no effect for % discounts, while for fix-amounts it means that £10 includes or not the VAT
+Once this is done, click on **Save**.
+=== 2. Create the coupon code(s) ===
+//With the right promotion selected//, click on **Coupons**
+Max usage is how many times the coupon can be used by anyone, -1 means unlimited. The two typical cases are:
+  * nominal coupons (e.g. code hellojohnsmith): the coupon will only be shared with a specific person, set **max usage** to the number of uses the customer can have
+  * cumulative coupons (e.g. code summer2020): the coupon will be shared with a number of people. Set the **max usage** to -1, the promotion limits would still apply. If the coupon is set for a max number of uses, it will work only for the first customers.
+Note: coupons must always be associated to a promotion. So either you create them from the promotion, as said above, or first they are created and then they are associated to an existing promotion.
+{{:shared:pasted:20220216-102230.png}}