Discounts - Overview

IntelliCart Discounts allow you to create permanent discounts for your customers.

Before you get started... 

HOW TO CREATE INTELLICART DISCOUNT

Step 1: Create an IntelliCart Discount

  • Choose IntelliCart and click on Discounts tab. 
  • In the top right corner of the tab, click on Create New.

mceclip0.png

Step 2: Write Your Discount

1) Name - Name your discount as you wish to make it more specific for your audience.

NOTE: This field is required.

2) Start Time - Enable start time to select the date when the discount will be available for use.

3) End Time - Enable end time to select the date when the discount will no longer be available for use.

4) Can be used times per user - Add the number of times how much this discount can be applied by one user.

5) Products maximum number can be applied - Add the number of products this discount can be applied for.

6) Discount (%) - Add the amount of discount.

NOTE: This field is required.

7) Status - Choose whether the coupon is visible or hidden.

8) Type - Select the type of discount.

  • All Products - the discount will be applied for products participating in the discount only when all of them are added to the cart
    • I.e., 5 products participate in the discount, and a discount is 50% - the user will receive 50% on all products
  • Any Product - the discount will be applied for any product participating in the discount; you could add a value to "Products maximum number can be applied" box above to limit the number of products user could get a discount (0 is for unlimited)
    • I.e., setting up the discount as in the example below will allow user to receive a 100% discount on two products, (user can buy them immediately, one by one, or in the package of available products)

mceclip1.png

  • Condition - add the minimum/maximum number of products that should be in the cart for discount 
    • I.e., setting up the discount as in the example below will allow user to receive a 10% discount, if he buys from 2 to 5 products in one purchase

mceclip1.png

  • Seats Condition - add the minimum and/or maximum number of seats of one product that should be in the cart for discount
    • I.e., setting up the discount as in the example below will allow user to receive a 10% discount, if he buys from 10 to 19 seats in a product 

mceclip2.png

  • Product Quantity Cumulative - add the minimum and/or maximum number of products that customer should buy in summary for discount
    • I.e., setting up the discount as in the example below will allow user to receive a 10% discount, if he buys from 10 to 19 products at all (even if he/she buys them one by one)

mceclip0.png

  • Session Condition - add the minimum and/or maximum number of sessions of one product that should be in the cart for discount
    • I.e., setting up the discount as in the example below will allow user to receive a 10% discount, if he buys from 10 to 19 sessions in a product 

mceclip2.png

9) Minimum numberAdd the minimum number of products / seats / sessions that must be in the customer's cart for using this discount.

NOTE: Select "Condition" / "Seats Condition" / "Product Quantity Cumulative" / "Session Condition" discount type from the drop-down above to enable this field.

10) Maximum number - Add the maximum number of products / seats / sessions that must be in the customer's cart for using this discount.

NOTE: Select "Condition" / "Seats Condition" / "Product Quantity Cumulative" / "Session Condition" discount type from the drop-down above to enable this field.

11) Save - Save your changes.

mceclip0.png

Step 3: Assigning Products

After discount creation you have to assign products to this so it can be successfully used.

  • From the Discounts tab click on 3 blocks near the discount name
  • Select Products from the drop-down (you can also select all products by clicking the check box under this drop-down)
  • Save settings (selected products will appear below in the table)

I.e., if you assign Spanish Ebook product to the discount, users will be able to apply the discount only to purchase this product.

mceclip0.png

DISCOUNT FEATURES - OVERVIEW

When you are done creating, you'll see all discounts in the next view.

1) Status filter - Filter your discounts by their status (active/inactive).

2) Search - Search discounts by their names.

3) Name - Discount Name as entered.

4) Start Time - Discount's start time as entered.

5) End Time - Discount's end time as entered.

6) Discount - The amount of discount as entered.

7) Applied - The number of times discount was already applied.

8) Created - The date when the discount was created.

9) Edit - Edit your discount.

10) Delete - Delete your discount.

11) Status - Choose whether the discount is visible or hidden.

12) Assign Products - Assign Products to the selected discount. Read more about Products HERE.

13) Filter by Profile Fields - Assign profile fields to your discount for filtering.

I.e., if you assign Company profile field and add the company name into the Field Value box, only users who are in this company will be available to apply the discount for buying the product.

NOTE: If you assign 2 or more profile fields, all users whose profile field values match at least with one parameter will be able to apply this discount.

14) Filter by Cohorts - Assign cohorts to your discount for filtering.

I.e., if you assign Cohort A to the discount, only users from this cohort will be available to apply the discount for buying the product.

NOTE: If you assign 2 or more cohorts, all users are at least in one of these cohorts will be able to apply this discount.

15) Assign Vendors - Assign Vendors to the selected discount. Read more about Vendors HERE.

I.e., if you assign Acme Corp vendor to the discount, only users from this vendor will be available to use the assigned discount.

NOTE: If you assign 2 or more vendors, all users are at least in one of these vendors will be able to use the discount.

mceclip0.png

 

For additional assistance, please email helpdesk@intelliboard.net.

Was this article helpful?
0 out of 0 found this helpful