[intro] Before you begin this guide, you need to ensure you have installed the Discount Management feature and set up at least one Discount so that you are aware of the processes and details involved.[/intro]
If you intend to run several Discounts at the same time on your EKM online shop, you need to prioritise them to ensure that they work alongside each other correctly. Knowing how to prioritise Discounts will also enable you to offer some quite complex offers to your customers and encourage sales.
The Basics of Discount Priority
When you create each Discount within the Discount Management feature, during the flow you are prompted to answer whether your Discount works in conjunction with other Discounts:
The system will prompt you for this information because it needs to know what priority each of your Discounts has, over each other. For example, on this EKM online shop, there are currently two active Discounts:
The Priority of each Discount is signified in the blue squares to the left. The Priority 1 Discount is a £10 Gift Voucher, which consists of a single-use Coupon Code which will deduct £10 from the total order.
The Priority 2 Discount doesn’t require a Coupon Code and instead is triggered when the cart subtotal is over £4.00 (£5.00 - tax = £4.00).
These two Discounts could then react in two different ways, dependent on their priority and whether I had set them to work in conjunction with each other or not. The system will apply the Discounts first by looking at their priority, and then whether each is set to work in conjunction with others.
Looking again at my example Discounts, if the Priority 1 Discount was set not to work in conjunction with any others and my customer had an order which totalled £20.00 and entered the Coupon Code, the 2nd priority Discount would trigger first automatically, but this would be overwritten when the Coupon Code for the £10 Gift Voucher Discount has been added. This is because it is the first Discount that the system should apply, and it is not set to work in conjunction with any others so the system would not look any further down the Priority list to apply any more.
On the other hand, if the Priority 1 Discount was set to work in conjunction with the Priority 2 and again, the customer’s order totalled £20, the 5% Discount would trigger first automatically, and then the £10 Gift Voucher would be applied when the Coupon Code was added; the customer would be able to apply both Discounts to the same order.
In summary, the system will always look at the Priority of a Discount first and then whether it is set to work in conjunction with other Discounts. If you bear this in mind when configuring your Discounts, you are able to offer some quite complex offers.
In this example, I have set up 5 different Discounts:
- Priority 1 - £10 Gift Voucher - triggered by a single use Coupon Code. This is set to work in conjunction with other Discounts;
- Priority 2 - Spend £20 and get 20% off - triggered automatically when the cart subtotal is over £16 (£20 - tax). This is not set to work in conjunction with other Discounts;
- Priority 3 - Spend £15 and get 15% off - triggered automatically when the cart subtotal is over £13 (£15 - tax). This is not set to work in conjunction with other Discounts;
- Priority 4 - Spend £10 and get 10% off - triggered automatically when the cart subtotal is over £8 (£10 - tax). This is not set to work in conjunction with other Discounts;
- Priority 5 - Spend £5 and get 5% off - triggered automatically when the cart subtotal is over £4 (£5 - tax). This is not set to work in conjunction with other Discounts.
When customers visit my EKM online shop, the system will examine the Discounts and their Priority; it recognises that not every customer will have a Gift Voucher, so it will look at Priority 2 and see if the cart total is over £16. If it is, the Spend £20 Discount is applied.
However, if the cart total is less than £16, but more than £8, the Priority 3 Discount is applied and so on. When my customer with the single-use Coupon Code arrives at my EKM online shop and they get to the Cart page, the Discount Management feature will automatically apply a discount according to the value of goods in their Cart and also give them £10 off when they input their Coupon Code.
Changing Priority and Stopping Discounts
To change the priority of the Discounts you have set up is quite easy. Simply click the Priority button on the right of the Discount you would like to change:
Then you can choose whether it goes up or down in the list of Discounts:
It will move one place each time, so it’s worth bearing this in mind as if you plan to set up lots of Discounts at once as it would be beneficial to set up the Discounts in the order you would like them prioritised from top to bottom.
To stop a Discount, simply click the Stop button on the right of the Discount you want to stop:
The Discount will display like this:
If you want to start the Discount again, simply click the Start button.
[contact] If you need our help with your EKM online shop, contact your Account Manager or Customer Support, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm on the weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions board. If you have a non-account specific question ask the EKM Team, join us in EKM Community. [/contact]