Settings
Introduction
To manage price lists, global exclusions, and customer segments, click on the Settings menu under Offers in the left-hand navigation.
Price Lists
Price lists is the default view when accessing the Offers Settings menu.
For a new price list, enter a name under Price List Name and then click the Add price list button.
The new price list you create will be listed along with other existing prices lists under Manage Price List. Use the buttons at the left to choose which price list is set as the Default List.
The Default Price List serves as the master price list in cases of conflicting prices. For example, if you have a single SKU that appears at different prices on five different price lists, the SKU’s price as it appears in the Default Price List will be shown.
Sort price lists by clicking on the arrow next to Price List ID. To change a Price List Name, click on its corresponding pencil icon and enter a new name. Click the checkmark to save or the X to cancel.
Global exclusions
Global Exclusions allows you to protect SKUs from being discounted by active promotions.
To set up Global exclusions, select Global exclusions from the Settings menu and click the Create exclusion list button.
- Give the list a title
- Set the start and end dates/times. This sets the duration that the SKUs in the list will be protected from discounts.
- Set whether you want the SKU price, Shipping price, or both to be protected
- SKU price - This protects the SKU’s price from being discounted
- Shipping price - This will ensure that the shipping price is applied during checkout for this SKU.
- Select the SKUs to be excluded from discounts
- Bulk upload - Use a CSV file to import SKUs
- Browse SKUs - Browse SKUs that are in your Product Catalog and select
- Click Save
To edit a Global exclusion list, mouse over the list and click on the edit icon that appears. Make your changes, and then click save.
To delete a Global exclusion list, mouse over the list, click on the delete icon that appears, and then click confirm in the dialog box.
Customer Segments
Offers allows you to target promotions at specific groups of customers. To use this feature, your customers must first be segmented outside of fabric Offers. Segmentation can be achieved through one of the following external methods:
- Third-party segmentation tools: Group customers by their traits and behaviors. Each group is assigned a unique segment identifier that can be stored with the customer’s profile.
- Customization of your online store: Use browser-based information to segment customers by device type, location, or other factors.
- Customer tagging: Add custom traits to customer profiles, which can then be configured into segments.
After a customer is assigned to a segment, fabric Cart include the segment information when passing data to fabric Offers when evaluating promotions. The customer segment ID must be included in the Profile section of the promotion evaluation request.
Creating a customer segment
- To set up customer segments in fabric Offers, go to Settings > Customer Segments and click Create Segment, and do the following:
- Segment name: Enter a name for your segment type. For example, Loyalty Tier or Region.
- Segment values: Define multiple options within the segment type. For example, for a Loyalty Tier segment, values might include Gold, Silver, and Bronze. Enter each value and press Enter to save it.
Customer segments created in fabric Offers must align with the segment identifiers passed from your external tools through fabric Cart.
Linking a customer segment to a promotion
After creating a customer segment in Offers > Settings menu, follow the steps in the Offers Promotions section to link the customer segment to a promotion. Linking customer segments allows you to target specific customer groups with custom discounts or incentives.
Attributes
With the attributes feature, you can create internal-facing tags to help you identify or classify promotions and coupons.
For example, business intelligence or reporting tools can use the attribute and value you set up for querying purposes. Two attributes can share the same name, such as seasonal Sales, with values such as summer or fall to differentiate them.
Creating an attribute
- In the left menu, click Offers > Settings. The Settings page is displayed.
- Select the Attributes tab. The Create attribute tab is displayed.
- In the Attribute name field, enter a name for the attribute.
- In the Attribute values field, enter an attribute value.
- Click Create Attribute.
The attribute is created. You can assign the attribute when creating or editing a promotion or coupon.