coreFORCE Advanced- Products: Setting up Holiday Promotions
RB

Ryan Botelho

Created Oct 31, 2024

coreFORCE Advanced- Products: Setting up Holiday Promotions

As the holidays draw near, it’s an ideal time to revisit your holiday markup strategies! In this article, we’ll cover how to offer promotional codes or coupons to your customers and how to adjust your pricing markup for the season.

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Promotional Code

24 Steps
1

Setting up a Promotion code

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

Setting up a Promotion code
2

Click on Promotions

Click on Promotions
3

Click on Promotions

Click on Promotions
4

Click on ADD

Click on ADD
5

Give your promotion a name

Give your promotion a name
6

Type in your promotional code

This code is what your customers will enter at checkout.

Type in your promotional code
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!

Start Date
8

Expiration Date

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

Expiration Date
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!

Maximum per email/user
10

Click on Resources

Click on Resources
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!

Resources
12

Click on Audience

Click on Audience
13

Audience

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

Audience
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Click on Purchases

Click on Purchases
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

Purchases
16

Click on Requirements

Click on Requirements
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.

Requirements
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

Exclusions - Requirements
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Click on Exclusions

Click on Exclusions
20

Rewards

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

Rewards
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

Order Discount Amount
22

Order Discount Percent

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

Order Discount Percent
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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.

Exclusions - Rewards
24

Click on Exclusions

Click on Exclusions

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Pricing Structures

8 Steps
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Click on Pricing

Click on Pricing
26

Click on Pricing Structures

Click on Pricing Structures
27

Click on ADD

Click on ADD
28

Give your pricing structure a name!

Give your pricing structure a name!
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!

Click on your desired field
30

Click on your desired department

We'll use Firearms for this example

Click on your desired department
31

Select your calculation type

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

Select your calculation type
32

Type in your markup percentage

Type in your markup percentage
Well done!
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