Promotions
Search cart promotions, create new promotions (summary confirmed), and manage campaign groups.
The Promotions screen is where you manage discounts (promotions) applied to the cart in the web store. A promotion is a percentage or fixed amount discount applied to the order total, specific products, categories, brands, or shipping, optionally linked to a coupon code, rule requirements (cart amount, customer segment, time range, etc.), and usage limits. From this screen, you search promotions, create new promotions, and manage campaign groups used to group promotions. Rule requirements, coupon codes, and usage history are managed on the promotion detail page.
Accessing the screen
- In the left menu, Campaign & Promotion Engine › Promotions.
- In the Items window (the All products button in the top bar), the Promotions shortcut under the Campaign & Promotion Engine card.
If you do not see it in the menu, your account does not have permission for this screen. Accounts that can view but not modify promotions do not see the New promotion button, and the Campaign groups window is read-only.
Screen sections
- Title — Promotions.
- Filter card — always visible Campaign name and Coupon code fields, additional fields opened with Detailed filters; below are Clear, Detailed filters, and Filter buttons.
- List card — at the top, Per page selection, Filter result: n records counter, on the right Campaign groups and New promotion buttons, refresh button, and Columns menu; below is the promotions table and pagination.
Filtering and searching
| Field | Purpose | Tip |
|---|---|---|
| Campaign name | Filters by promotion name. | Always visible. |
| Coupon code | Filters by coupon code. | Always visible. |
| Company | Selects which company's promotions to list. | Only appears in Detailed filters if you have multiple companies in your account. If not selected, promotions of your first company are shown. |
| Coupon state | Shows With coupon (requires coupon code) or Without coupon promotions. | All does not filter. |
| Discount type | Filters by what the discount applies to: Order total, Product (SKU), Category, Manufacturer, Vendor, Carrier, Subtotal, All products. | |
| Active only | If Yes is selected, only active promotions are listed. | No filtering if No or All is selected; there is no separate option to list inactive promotions. |
- The Detailed filters button opens a list of additional fields; checked fields are added to the filter card. Your selection is remembered in your browser. The number on the button shows how many extra fields are open. Unchecking a field clears its value; changes apply with Filter.
- Filters apply when pressing the Filter button or Enter key; if there are unapplied changes, Filter is highlighted.
- Clear empties all filters and reloads the list.
- Filters are kept in the address bar; sharing the link opens the same results. A filled extra field also appears for the person opening the link.
The Company selection is not just a filter: the detail page opened from the list and the new record created with New promotion belong to the selected company. Change the filter first if you will work in a different company.
List
10 promotions are shown per page; no other values are available in Per page. Sorting by column headers is not supported.
| Column | Meaning |
|---|---|
| Campaign | The promotion name; clicking opens the detail page. Below in gray text are the campaign type (group) and description. This column cannot be hidden. |
| Type | Discount type: Order total, Product (SKU), Category, Manufacturer, Vendor, Carrier, Subtotal, All products. Unknown types show Unknown. |
| from | Promotion start date and time. |
| to | Promotion end date and time. |
| Discount | Percentage discounts show with % sign (e.g. %15), fixed amount discounts show the amount. |
| Active state | Green Live or gray Frozen badge; promotions requiring a coupon code show Coupon required below. |
| Priority | Evaluation order of the promotion; lower numbers are evaluated first. |
| (⋯) | Three-dot button (Row actions): opens Open detail detail page. |
- You can hide columns except Campaign from the Columns menu.
- The refresh button reloads the list without changing filters.
Statuses
| Status (on screen text) | Meaning | Next step |
|---|---|---|
| Live | Promotion is active; if date range and rules match, it applies in the cart. | Check rules and coupons on the detail page if needed. |
| Frozen | Promotion does not apply to any cart. Newly created promotions start as frozen by default. | After defining rules and coupons, check Active on the detail page with Edit. |
| Coupon required | Discount does not apply unless the customer enters a valid coupon code. | Add coupons on the Coupon codes tab of the detail page. |
Actions
Creating a new promotion
- Click the New promotion button in the list card. If you have multiple companies, first set the Company filter to the correct company and click Filter; the new record will be assigned to the filtered company.
- Fill out the form on the New promotion page (fields described in the table below).
- Click Review and save. If the form has errors, a box titled Fix the following before saving: appears at the top with warnings under the invalid fields.
- If the form is valid, the Campaign summary window opens. Review the information.
- Click Confirm and save. Use Go back to return to the form for corrections; entered values are preserved.
If saved successfully, a Promotion created notification appears and the new promotion detail page opens; define rule requirements and coupon codes there. If saving is rejected, the reason is shown at the top of the form.
Use Cancel or the Back to promotions button at the top left to exit the page without saving.
Form fields
The form consists of four cards.
Definition card
| Field | Required | Description / rule |
|---|---|---|
| Campaign name * | Yes | Up to 400 characters. |
| Description | No | Visible under the name in the list. |
| Discount type * | Yes | What the discount applies to. Options come from setup: Order total, Products (SKU), Categories, Manufacturers, Vendors, Carrier, Order subtotal, All products. Defaults to Order total for new records. |
| Campaign type | No | The campaign group the promotion belongs to; options come from the Campaign groups window, showing name and code together. Leave empty for No group. If no groups are defined, the field becomes free text with the note No discount group is defined; you can type the code. below. |
| Price type | No | Which price the discount is calculated from: Price, List price, Last price. Defaults to Price for new records. |
| Priority | No | Evaluation order when multiple promotions apply; lower numbers are evaluated first. Default 0. |
Discount card
| Field | Required | Description / rule |
|---|---|---|
| Discount as a percentage | — | If checked, discount is percentage; if not, fixed amount. Defaults unchecked. |
| Discount percentage * | If percentage selected | Greater than 0, up to 100. |
| Max discount | No | Only visible for percentage discounts. Upper bound of the percentage discount; 0 means no bound. |
| Discount amount * | If fixed amount selected | Must be greater than 0. Not required if Let a plugin compute the amount is checked. |
| Amount distribution | No | How the discount amount is distributed across the cart items. Options come from setup: To cart, To related products, or To one product. Defaults to To cart. |
| Max quantity | No | Maximum quantity of products the discount applies to. Can be left empty. |
Duration and usage card
| Field | Required | Description / rule |
|---|---|---|
| Start date * | Yes | Date and time. Start of the discount period. Entered in your browser's timezone, stored as UTC. |
| Expiry date * | Yes | Date and time; must be after start date. |
| Usage limit | No | How many times the promotion can be used in total or per customer. Options: Unlimited, N times total, or N times per customer. Defaults to Unlimited. |
| Limit count | If limit selected | Visible only if not Unlimited; must be an integer greater than 0. |
| Active | — | An inactive promotion does not apply to any cart. Defaults unchecked. |
| Coupon required | — | If checked, customers must enter a valid coupon code to apply the discount. Defaults checked. |
| Reusable | — | Visible only if Coupon required is checked: If checked, the same coupon code can be used more than once. If you uncheck Coupon required, this option closes and the note Coupon reuse does not apply because coupon is not required. appears. |
| Cumulative | — | If checked, this discount can be used together with others. Only applies to discounts of the same type; different types are already combined. |
Store and plugin card
| Field | Required | Description / rule |
|---|---|---|
| Only in the selected stores | — | If checked, the promotion applies only in the selected stores. When checked, the note To use this feature, the "Ignore store limit (sitewide)" setting under Configuration > Catalog settings > Performance must be off. appears below. |
| Stores | No | Visible only if the above box is checked; multiple stores can be selected. If the store list cannot be loaded, it becomes a text box where you enter store names separated by commas. |
| Let a plugin compute the amount | — | The discount amount is calculated by the selected discount provider instead of the promotion's own settings. |
| Plugin | No | Visible only if the above box is checked. Note below: The provider's parameters are below; saved with the promotion. The selected provider's settings open immediately below (see table). If no plugin is selected yet, the note This plugin has no parameters defined in the console; existing values are preserved as is. appears; selecting a plugin replaces this note with setting fields. |
Discount providers and settings
| Plugin | Settings |
|---|---|
| Category spend | No settings: This provider needs no settings. |
| Gift product | Gift product SKU, Cart note |
| Buy X pay Y | Quantity bought (X), Quantity paid (Y), Calculation type (Quantity, Percent, Amount, SalePrice), Apply to cheapest |
| Non-discounted product campaign | Threshold amount (minimum cart amount), Upper limit amount (maximum cart amount), Discount amount, Discount percentage. If percentage is filled, fixed amount is ignored; if both are filled, a warning Fixed discount amount will not be applied because discount percentage is filled. appears. |
| Employee discount | No settings: This provider needs no settings. |
| Loyalty point discount | Point amount |
The plugin settings are saved with the promotion.
When Let a plugin compute the amount is checked, Discount amount is not required and the form does not validate if a plugin is selected. Make sure to fill the Plugin field before saving.
Validation rules
When you click Review and save, these rules are checked; violations are listed at the top of the form:
- "Campaign name is required."
- "Discount type must be selected."
- For percentage discounts: "Discount percentage must be greater than 0." / "Discount percentage cannot be greater than 100."
- For fixed amount discounts (if no plugin): "Discount amount must be greater than 0."
- "Start date is required." / "Expiry date is required." / "Expiry date must be after start date."
- If N times total or N times per customer is selected: "The "N times" value must be greater than 0 for the selected limit."
Campaign summary window
Before saving, it shows these lines:
| Field | Value |
|---|---|
| Campaign name | The entered name. |
| Campaign type | Plugin name if selected, otherwise the Amount distribution choice. (Different from the Campaign type group field in the form.) |
| Discount type | Selected discount type. |
| Discount amount / rate | For example %15, %15 (max 200), or 100 amount. |
| Start date / Expiry date | Entered dates. |
| Coupon required | Yes / No. |
| Coupon code | Defined on the "Coupon codes" tab after saving |
| Campaign rules | Defined on the "Requirements" tab after saving; the tab is named Requirements on the detail page. |
| Valid brand / channel | All stores / channels, selected stores, or No store selected. |
| Usage limits | Limit type; with count if applicable. |
The window's description is Check the details before saving. If Coupon required is not checked, a warning appears: Warning: "Coupon required" is not selected. This campaign will apply to all customers without coupon entry. For customer-specific coupon campaigns, this option must be checked. Make sure the no-coupon setup is intentional before saving.
Managing campaign groups
Campaign groups are the groups selected in the promotion's Campaign type field. The window description: The promotion's "campaign group" field is selected from this list. Group code is required and unique. Groups are stored in the selected company's record.
- Click the Campaign groups button in the list card.
- To add a new group, fill Group code (up to 100 characters, required) and Group name (up to 400 characters) in the top form and click Add. A Group added notification appears.
- To edit, click the pencil button on the row; values fill the top form and the row is highlighted. Change values and click Update or Cancel to exit without saving. A Group updated notification appears.
- To delete, click the trash button on the row. The Delete campaign group? window warns that the group will be permanently deleted and shows how many promotions use it. Confirm with Delete. A Group deleted notification appears.
The table has Group code, Group name, and Used by promotions (number of promotions using this group) columns.
- If the group code is empty, a "Group code is required." warning appears.
- If the code is used by another group, a "This group code is already in use." warning appears.
- Deleting a used group leaves those promotions without a group. Deletion cannot be undone.
- If you lack permission to modify, only the list is visible; the form and row buttons are hidden.
- If no groups exist, No campaign groups defined is shown.
Opening promotion details
Click the promotion name in the list or select Open detail from the three-dot (⋯) menu at the end of the row. The detail page opens with the company selected in the list.
Common situations
"Promotion service is not configured." message appears. No promotion connection is defined for your workspace. This cannot be resolved by you; contact your system administrator.
The New promotion button is not visible. Your account lacks permission to modify promotions.
I selected "No" in Active only but active promotions still appear. This filter only works when Yes is selected. To see inactive promotions, check the Active state column in the list.
I cannot see promotions of another company. If you have multiple companies, open Company in the Detailed filters menu, select the company, and click Filter.
When I click save, a "Fix the following before saving:" box appears. Fix each item in the box. The most common reasons are empty start/end dates and discount percentages of 0 or greater than 100.
The list does not load, showing "Something went wrong." Click the Retry button. If the problem persists, contact your system administrator with the Technical detail message.