Discounts: campaigns and offers

Campaigns: one per type of discount

Open a shop and go to Offers → Campaigns. Each row is a campaign, and its type tells you what kind of discount it can run:

• Order recursion
• Volume/GR discount
• First order
• Customer offers
• Shop offers
• Category offers
• Product offers
• Step offers
• Discretionary discounts
• Shipping discount
• Gifts
• Vouchers

The list shows the campaign name, how many current offers it holds, how many customers and orders it has touched. You do not create new campaigns yourself — a shop already has one of each type — you open the one whose type matches the discount you want and add an offer inside it.

Open a campaign and you land on its Overview tab, which summarises its offers. From there you can switch to the Offers tab to see or add the offers inside it, and History to see what has changed. A Volume/GR discount campaign has an extra tab, GR Amnesty, for its own kind of offer.

A campaign itself also has a state, shown against each of its offers as a group: In process, Active, Finished, or Suspended.

Offers: the actual discount rule

Each campaign has its own create button, named after what it makes — Create Product Offer, Create Voucher, Create Gift Offer — and each opens a form built for that one kind of discount. What every form asks for is:

• An offer name — the name your team will recognise it by.
• A trigger — usually a choice between By quantity and By minimum amount, plus whatever the offer hangs off: a product, a family, a customer.
• A discount — a percentage in most forms, an amount off on vouchers, free items on gifts.

The full offer, once built, also carries:

• A start date and an optional end date. Leave the start empty and the offer begins immediately.
• A duration: Permanent, meaning it runs from the start date with no end, or Interval, meaning it is bounded and an end date is required.
• One or more allowances — the actual reward. Each allowance has a type: Percentage Off, Amount Off, Free Items, Gift, Shipping, or a Mixed combination.

An offer's trigger — what a customer has to do to earn it — depends on the campaign type it lives in. A product-offers campaign triggers on ordering a given product or quantity of it; a category-offers campaign triggers on a department, sub-department, family or category; a shop-offers campaign triggers on the order total for the whole shop; a first-order campaign triggers on being a customer's first order; a voucher campaign triggers on a voucher code being entered; and a shipping campaign gives a free-shipping allowance instead of a price reduction.

Where each offer is actually created

For most campaigns the create button sits on the campaign page itself, but not for all of them:

The catalogue routes are the ones people miss. Open a family, go to its Offers tab, and you get Create Category Offer and Create Mix & Match Offer; open a product and the same tab carries Create Gift Offer and Create Step Discount. Offers built there are filed into the right campaign for you — a mix & match started from a product lands in Product offers, one started from a family lands in Category offers — so they turn up in the campaign afterwards even though you never opened it.

States: how an offer's life runs

An offer's state is shown as one of:

• Scheduled — saved with a future start date, not live yet.
• Active — running now; matching orders receive the discount.
• Finished — past its end date.
• Suspended — switched off by a team member before its natural end.

Open an offer and the page is titled with its code, showing the start and end times, its state, its type, and a preview of the discount as the customer will see it. Its tabs are Orders and Customers, showing who has used the offer, and History.

How a discount shows on an order

When an order qualifies for an offer, the reward is applied to the order automatically — you do not attach it by hand. On the order, each affected line shows a Net Amount alongside its original (gross) amount; where the two differ, the discount has been applied to that line, and the line can be reset back to the original amount if needed. Discretionary discounts — the manual, staff-applied kind rather than an automatic offer — can additionally be switched on, removed, or restored across every line of an order as a single Global discount action, with its own percentage and label.