coreFORCE Advanced- Products: Setting up Holiday Promotions

Promotional Code

1. 1. Setting up a Promotion code

   We'll start here with establishing a promotion code in which customers can input at checkout

   

2. 2. Click on Promotions

   

3. 3. Click on Promotions

   

4. 4. Click on ADD

   

5. 5. Give your promotion a name

   

6. 6. Type in your promotional code

   This code is what your customers will enter at checkout.

   

7. 7. Start Date

   Start date will be the very first day this code will be usable at checkout. This is useful for limited run seasonal coupons!

   

8. 8. Expiration Date

   This will be the final day the promotional code will be able to be used at checkout

   

9. 9. Maximum per email/user

   If you would like a promotion to be once per customer all you will need to do is input a 1 into this field!

   

10. 10. Click on Resources

    

11. 11. Resources

    If you would prefer you are able to establish one time use codes via "Generate One-Time Codes" versus giving out a promotional code, you will be prompted with how many codes you'd like to generate!

    

12. 12. Click on Audience

    

13. 13. Audience

    Audience will allow you to curate which contact types/user types are able to utilize your promotion

    

14. 14. Click on Purchases

    

15. 15. Purchases

    Purchases will add in an extra layer where specific products will need to have been ordered in the past to be eligible for this promotion

    

16. 16. Click on Requirements

    

17. 17. Requirements

    Requirements is where we can establish items that need to be in the cart for this code to work. If you would like this to work with any cart leave this blank.
    
    Please note any parameters input here will need to all be satisfied for the promotion to be utilized.

    

18. 18. Exclusions - Requirements

    Exclusions will allow us to fine tune our requirements field to exclude certain products, for example we can establish a requirement of a Firearms department but exclude certain products in the firearms department from that requirement

    

19. 19. Click on Exclusions

    

20. 20. Rewards

    Rewards is where we can establish discounts given for this promotion code

    

21. 21. Order Discount Amount

    Order Discount Amount will be a flat $ amount off, example "5" in this field will yield $5 off of the cart total

    

22. 22. Order Discount Percent

    Order Discount Percent is a percentage of the cart total, example "5" is 5% of the cart total

    

23. 23. Exclusions - Rewards

    Exclusions will allow us to fine tune our rewards field to exclude certain products, for example we can establish a reward of the Firearms department for 10% off but exclude certain products in the firearms department from that reward and they will remain their normal price.

    

24. 24. Click on Exclusions

    

Pricing Structures

1. 25. Click on Pricing

   

2. 26. Click on Pricing Structures

   

3. 27. Click on ADD

   

4. 28. Give your pricing structure a name!

   

5. 29. Click on your desired field

   We'll use Department(s) for this example but you can establish this structure for Categories, Manufacturers and Specific Products as well!

   

6. 30. Click on your desired department

   We'll use Firearms for this example

   

7. 31. Select your calculation type

   coreFORCE supports Markup, Discount, and Margin pricing. We'll use Markup here

   

8. 32. Type in your markup percentage