This page contains instructions for configuring Loyalty Program Autoship promotion by Awarding Free Shipping on Shopping Cart Orders placed by a specific Customer Type.
When building new Promotions you will need to build each area in order; first create the Promotion Action, then create any applicable Promotion Conditions, and finally associate the areas and build the Promotion.
To configure the Promotion Action, navigate to Administration > Bonus > Promotions > Promotion Actions
- Click the "New" button
- Add a Description for the Promotion Action. (ex. Free Shipping)
- On the Action Type select "Shopping Cart - Shipping Discount"
- The "Start Date" and "End Date” is optional. These dates can be controlled from the Promotion configuration leaving the default date is recommended.
- For the field "Is this Promotion Discount Taxable?" can leave as “NO" since no shipping fee is added to the order on this example.
- In Select Discount, select the "Free Shipping" option
Available Options for Select Discount:
Free Shipping Discounts: Reduces Shipping costs to zero
Free Handling: Discounts handling costs to zero fees
Free Shipping Handling: Discounts shipping and handling costs to zero fees
Discounted Shipping: Discounts shipping costs by percentage
Flat Amount Shipping: Specify a flat rate shipping cost
- Save the Promotion Action, then proceed to configure the Promotion Conditions below.
To configure Promotion Conditions navigate to Administration > Bonus > Promotions > Promotion Conditions
- Click the "New" button
- Add a Description for the Promotion Condition. (ex. Shopping Cart Preferred Customer Type)
- For "Condition Type" select "Shopping Cart: Customer Type"
- "Start Date" and "End Date" Are optional. It is advisable to keep the default dates; you can manage these dates from the Promotion configuration page.
- For "Customer Type" select "Preferred Customer" or desired Customer Type to discount Shipping costs.
- Proceed to Save the Promotion Condition and continue to configure the Promotion Below.
To configure the Promotion, navigate to Administration > Bonus > Promotions > Promotion
- From the "Promotion Type" select "Standard Promo"
- Click on Create "New"
- Add a description for the promotion. (ex. Free Shipping for Preferred Customer's Orders)
- Select "Active" when ready to activate promotion. Otherwise, leave active flag disabled.
- Select the Promotion Action created on prior steps on the "Action" Field (ex. Autoship Free Shipping)
- Set the "Start Date" and "End Date" fields to specify the duration of this promotion
- On the "Suggest" field Select "Suggest - Default Checked"
Available “Suggest” options for Select Discount:
Do Not Suggest: Does not trigger a user prompt to select a promotion upon promotion evaluation, Used to force a promotion selection when applicable.
Suggest - Default Checked: Triggers a user prompt to select a promotion upon promotion evaluation, promotion is selected by default.
Suggest - Default UnChecked: Triggers a user prompt to select a promotion upon promotion evaluation, promotion is not selected by default.
- Leave the "Cumulative" box unchecked
- Check the "Online" box to make promotion available on Shopping Cart Area
- Check the "BackOffice" box to make promotion available on the Back Office Area
- Check the "APIs" box to make promotion available for Custom Process via API (when applicable)
- Check the "Party Orders" box to make promotion available on the Party Module area.(when applicable)
- Check the "Enrollment" box to make promotion available on the Enrollment area (when applicable)
- Select the "Target Type" option for the intended Customer Type
Available Target Type options:
Distributor: The promotion will only evaluate on Distributor orders and only a Distributor can earn the promotion.
Customer: The promotion will only evaluate for a Customer
Both: The promotion will evaluate either Distributor or Customer and apply Action to the owner of the order.
- On the "Price Types" section check the boxes for the applicable price types for the intended Customer Type.
- Retail: Customers
- Wholesale: Distributors
- Preferred
- On the "Countries" section choose "All" countries or specify the desired Country or Countries the Promotion is to be applied to.
- Proceed to "Save" the Promotion to then assign the Promotion Conditions.
- After Saving a new Promotion, the Promotion Conditions section will be available on top right corner.
- On Conditions area click on "Add" to add the condition created on prior steps.
- Then select New Condition from Drop Down List displayed and Click Add. (Ex.Preferred Customer Type)
- Then Save the Promotion to complete the configuration
Please review our tech guide section for more details to configure any applicable type of promotion action and conditions.
Promotion Action for Shopping Cart Orders: Shipping Discount
Promotion Condition for Shopping Cart Orders: Customer Type