This topic covers the process of creating a buy-get promotion.

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Prerequisites

  • Ensure that you have Admin or Editor privileges for Offers. For more detailed information on these settings, see Role-Based Access Control.

  • Ensure that you have added at least one item in fabric Product Catalog. For more detailed information, see Adding an Item.

  • Ensure that you have created at least one price list in fabric Offers. For more information, see Pricing.

  • If you plan to create a promotion based on Categories or Collections, ensure you have set up these features in Product Catalog and added items to them.

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Procedure

  1. In the left menu, click Offers > Promotions.
    The Promotions page is displayed.
  2. Click Add Promotion. The Create Promotion page is displayed.
  3. In the Select type field, select Buy X - Get Y.
  4. Click Next. The Basic details menu is displayed.
  5. In the Promotion name field, enter a name for the promotion.
    This name is for internal use only. fabric recommends giving it a unique, descriptive name that will help you differentiate this promotion from other promotions you may be running concurrently. For example, Labor Day Dining Set Clearance.
  6. (Optional) In the Notes field, enter any internal-facing details that might be relevant to this promotion.
  7. In the Start date and Start time fields, enter the date and time the promotion begins.
    The start date and time must be in the future.
  8. In the End date and End time fields, enter the date and time the promotion ends.
    The end date and time must be after the start date and time.
  9. In the Price lists field, select one or more price lists.
    The promotion will only apply to eligible SKUs on the price lists you select. If selecting multiple price lists, they must all use the same currency. For more information, see Price lists.
  10. In the Apply promotion to field, select a price type.
    For more information on price types, see Price lists.
  11. Click Next.
    The Conditions menu is displayed.
  12. To define the conditions that must be met to receive the promotional offer, do one of the following:
    • Select Buys min. qty of SKUs.
      • In the A minimum of field, enter a number of SKUs.
    • Select SPends a min. amount.
      • In the A minimum amount of field, enter a dollar amount.
  13. To select the items that are eligible for the promotion, in the From field, make one or more selections.
    For more information, see Product eligibility definitions for promotions.
  14. Click the Browse button.
    The Browse SKUs customers must buy window is displayed.
  15. Select the SKUs that are eligible for the promotion and click Add.
    The SKUs you selected are added to the list of SKUs that are eligible for the promotion.
  16. If you selected multiple conditions in step 12, select the AND or OR operator to choose how your selections interact with each other. For more information on these settings, see Product eligibility definitions for promotions.
  17. (Optional) To exclude items from the promotion, in the Exclude field, select one or more options and configure as required. For more information on excluding products, see Excluding products.
  18. To set up the type of discount, in the Customer gets section, take one of the following steps.
    For more information on the Customer gets section, see Defining discounts and how they’re applied.
    • To apply the discount to individual SKUs, in the Discount on field, select SKU. a. In the Discount type field, select a discount type. b. (Optional) To allow the promotion to have variable discount amounts to prevent over-discounting when promotions stack, click Dynamic discount and do the following:
      • In the Additional discount (If discount already exists) field, enter a value. c. In the Discount value field, enter a value.
    • To apply the discount to the cost of shipping, in the Discount on field, select Shipping and do the following: a. In the Discount type field, select a discount type.
      b. In the Shipping type field, choose one or more shipping methods the discount applies to. c. In the Applicable on field, select Entire Cart or Entire Shipment. d. (Optional) To allow the promotion to have variable discount amounts to prevent over-discounting when promotions stack, click Dynamic discount and do the following:
      • In the Additional discount (If discount already exists) field, enter a value. e. In the Discount value field, enter a value.
    • To apply the discount to the entire cart, in the Discount on field, select Cart and do the following: a. In the Discount type field, select a discount type.
      b. In the Discount value field, enter a value.
  19. (Optional) To add another discount, select Add Another Discount and set up the discount as required.
  20. Click Next.
    The Stacking & additional settings menu is displayed.
  21. To set how this promotion can be combined with or restricted by other promotions you are running, in the Set promotion stacking field, select a stacking type, and, if applicable, set the priority.
    For more information on promotion stacking and priority, see Stacking & additional settings.
  22. (Optional) To create tailored messaging about the promotion on various pages of your commerce site, click the arrow icon next to Promotion messaging.
    • In the Choose where to add messaging field, select one or more places to add the messaging.
    • In the Locale set 1 field, select the locales where this messaging will appear.
    • Enter a title for the message.
    • Enter the message body. For more information on promotion messaging, see Promotion messaging.
  23. (Optional) To add interal-facing tags to help you identify or classify the promotion, click the arrow icon next to Promotion attributes and do the following:
    • In the Attribute name field, select a name.
    • In the Attribute values field, select one or more values. Attribute names and attribute values are user-generated and can be created by visiting Offers > Settings > Attributes in Copilot. For more information, see Creating an attribute.
  24. (Optional) To target the promotion to specific customer segments, click the arrow icon next to Customer segments and do the following:
    • Select Segment.
      • In the Segment name field, select a name.
      • In the Segment values field, select one or more values.
    • (Optional) To exclude segments, select Exclude Segment.
      • In the Segment name field, select a name to exclude.
      • In the Segment values field, select one or more values to exclude. Segment names and segment values are user-generated and can be created by visiting Offers > Settings > Customer segments in Copilot. For more information, see Customer segments.
  25. (Optional) To set the maximum number of times the promotion can be used, click the arrow icon next to Usage limits and enter a number.
  26. Click Next.
    The Review & create menu is displayed.
  27. Verify that all promotion details are correct.
    Use the Back button to move to previous steps in the process.
  28. Click Create.

The promotion is created with the settings you specified.

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