Discounts

introduction are you looking to setup discounts and promotions for your b2b customers? the sparklayer discount engine gives you a powerful way to customise promotions that also work alongside any price lists docid\ s8xcbzgxqpgdeigwtxset rules you have set up it's a great way to offer incentives and rewards that can play an important part in helping increase sales and customer retention for your b2b business! want to try out discounts? head over to our b2b demo store and give it a go! once signed in, add some products to your cart and use coupon code save10 looking to try sparklayer for the first time? speak to our team types of discounts available sparklayer currently supports the following range of discount configurations item details discount example order total applying a discount (percentage or fixed) based on the order total e g 10% off when the order exceeds $500+ e g 10% off when the order exceeds $500+ order items applying a discount (percentage or fixed) based on the number of items in an order e g 10% off if 100+ line items are added e g 10% off if 100+ line items are added shipping applying a discount (percentage or fixed) based on the shipping method used e g free shipping over $500 e g free shipping over $500 how they are applied automatic being able to automatically apply a discount manual being able to apply a discount manually via entry of a coupon code specific requirements minimum requirements setting minimum requirements the customer must meet before qualifying e g the customer must spend $500 e g the customer must spend $500 maximum requirements setting minimum requirements the customer must meet before qualifying e g the customer must not spend more than $5,000 e g the customer must not spend more than $5,000 advanced requirements specifying the skus or tags of products that must be in the cart to qualify e g the customer must have items from the "coffee" collection e g the customer must have items from the "coffee" collection eligibility customer groups being able to apply discounts to specific customer groups e g only apply a discount to vip b2b customers e g only apply a discount to vip b2b customers scheduling & timing scheduling being able to specific when a discount starts and ends e g expire the discount on x date e g expire the discount on x date advanced settings customer usage limits how many times a discount can be used by a customer e g customer can only use the discount one time e g customer can only use the discount one time combinations combination rules optionally being able to "combine" the discount with other discounts e g the discount cannot be used with another discount e g the discount cannot be used with another discount getting started to get started with using discounts, please go to the discounts section of the sparklayer dashboard if you're viewing this for the first time, you can simply click "create discount" to start setting up a discount once you begin adding discounts, you'll see an overview of all your discounts in one central location you can also quickly see any discount requirements you've set by mousing over the icons within the "discount requirements" column active versus inactive the discount section will categorise your discounts by "active" and "inactive" allowing you to easily see which discounts can be used by your customers type details active these are discounts that are set as "enabled" if they have scheduling configured, have not yet expired have not yet expired inactive these are discounts that are set as "disabled" and/or if they have scheduling configured, have expired how discounts are applied discounts can be applied in one of two ways method details automatic the discount is automatically applied to the customer's order based on the configurations you've set (e g spend over $200 and get $50 off) manual the discount is applied when the customer enters a coupon code during the my cart interface docid\ efevur a3ycjxuhvrr7t if the discount is applicable, the rewards will be applied to the order (e g $10 off) learn more about coupon codes you can learn more about how coupon codes work and what can be customised in our guide, cart & checkout docid\ o3ndhzbcxiswh6m6satdt discount applications at this time, it is only possible to apply one discount at a time to a customer's order if you have multiple discounts setup that are applicable to a customer, the first one shown within the discounts section will be applied please note sparklayer will soon support the ability to apply multiple discounts to a customer's order sub totals and tax it's important to note that when a discount is set up that applies an "amount off an order", this will apply against the sub total of the customer's b2b order in our example above, the sub total is $200 00 and the discount is applied against this total (e g $100 off, 20% off) this total is "net" of tax and any applicable tax calculations will be applied during the final step of the checkout please note discounts will be applied to a customer's order regardless of which payment method is selected configuring discounts if you're creating a new discount or editing an existing, you'll be presented with a range of options to customise how your discount works summary the summary section allows you to set up the basic information for your discount item details status you can set a discount as enabled or disabled if disabled, the discount cannot be applied to the customer's order discount internal name this is the name used for your internal purposes and only ever shown in the sparklayer dashboard discount public name this is the name shown to customers when the discount is applied to their order and shows in the my cart interface docid\ efevur a3ycjxuhvrr7t you can optionally add a discount description that shows to your customers when a discount is successfully applied to their order it works by adding a special language string to your website that you can customise as required updating language and text you can update the default text by adding code to your frontend integration guide docid\ qwxsym9x5 pviogutekcp languages & international docid\ klrs7wtxn3wncdy8z5zvu about how to update text on sparklayer / add the below code into the sparklayer core script / / \[discount id] should be replaced with the string shown in the discount summary / translations { en { "discount \[discount id] message" "include a description here", } }, / end of code discount type the discount type section allows you to specify how you want your discount to work based on the options you select, this will then allow you to set rewards and configurations as required you can select from the following discount types type details give an amount off an order this will apply a discount that reduces the "sub total" of the customer's b2b order, either by a percentage discount or a fixed amount discount give a free product this will apply a discount that adds a specific product to an order at 0 00 cost (free) give a percentage off products this will apply a discount that reduces the cost of chosen products, either by a percentage, or fixed amount give a shipping reward this will apply a discount that reduces the shipping cost by a percentage, fixed amount off, or by setting it to a fixed charge advanced requirements and rewards this will apply a discount based on the customer meeting more advanced requirements such as skus within the cart and more granular and multiple rewards can be selected advanced free products this will apply discounts based on specific product(s) being within the order (e g based on sku or tag), and discounts can be set in a recursive fashion discount reward based on the discount type selected (see above), you can then specify the "reward type" you would like to apply to the customer's order give an amount off an order if you've selected "give an amount off an order", you can then choose what type of reward to give the customer, with a choice between a percentage or fixed amount discount please note the following on "give an amount off an order" the discount reward will be applied against the sub total of the order, exclusive of tax and shipping give a free product if you've selected "give a free product", you can specify which product sku you want to be added to the customer's order once added, this will then show at 0 00 cost (i e free) within their order please note the following on "give a free product" a valid sku must be specified for it to apply to the customer's order when the customer is redeeming the free product, it must be a different product to what is already within the customer's order give a percentage off products the "give a percentage off products" reward type lets you specific specific skus you want to discount when the discount is applied simply enter the sku and the percentage off and this will then reflect in the customer's order when they checkout please note the following on "give a percentage off products" you can have a maximum of 25 skus give a shipping reward if you've selected "give a shipping reward", you can then choose what type of reward to give the customer, with a choice between a percentage, fixed amount off discount, or setting the charge to a fixed amount type details percentage discount a percentage of the shipping amount to take off fixed amount discount a fixed amount to take off the shipping amount set the charge to a fixed amount change the shipping amount to this price please note the following on "give a shipping reward" this reward type can only be used if you're using shipping docid\ cfz zpgw2umovao73lc5m rules managed by sparklayer (i e not your ecommerce platform) the discount reward will be applied against the net shipping price, exclusive of tax advanced requirements and rewards if you've selected "advanced requirements and rewards", you can set up your discount to activate based on more comprehensive configurations for example, it's a great way to set discounts to trigger based on a product with a specific tag being within the customer's cart, and more than one reward can also be set up when selecting this option, you'll be prompted to configure the following type details advanced requirements this is where you set what criteria the customer must meet before the discount is applied advanced rewards this is where you set what reward(s) are then applied when setting "advanced requirements", you can choose from the following requirements and how you want to match against them using "operators" ("must equal", "must contain", etc) you can also set multiple requirements within the same discount these requirements can be configured in a number of different ways requirements can be configured to contain multiple conditions in the below example, either condition can be matched in order for the discount to apply its rewards for example, a user can add coffee 01 or coffee 02 to their cart, and the discount will trigger you can add multiple requirements to enforce multiple conditions being met in the below example, both coffee 01 and coffee 01 must be in the basket for the discount to be rewarded requirement details sku which skus must be in the customer's cart, e g abc 1, abc 2 shopify vendor which shopify vendor is applicable to products within the customer's cart, e g products that have a vendor of "dog brand 1" set shopify tags which shopify tags is applicable to products within the customer's cart, e g products that have a tag of "dog treat" set not applicable using operators, you can broaden your requirements easily for example, if you want to apply the discount to all products that have a tag that contains "dog", you can use the "contains" operator "advanced rewards" let you specify the rewards a customer gets when their cart matches the "advanced requirements" set above you can choose from the following type details sub total a percentage or a fixed amount off the cart sub total shipping a percentage or fixed amount to take off the shipping amount, or setting an explicit shipping cost requirements a percentage or fixed amount off of the requirements specified in "advanced requirements" for example, if a discount requires a product with sku of coffee 01, then all products with sku of coffee 01 will be discounted with the specified percentage or fixed amount cart lines a percentage or fixed amount off the cart lines based a range of criteria sku, tags (or labels), vendor it's also possible to apply multiple "advanced rewards" within a discount when doing so, you can also choose whether to apply all the rewards, or only the highest or lowest value awards (with a specific number being applicable) advanced free products "advanced free products" allows you to give more comprehensive free product rewards based on specific configurations being met for example, you may want to give away free product(s) based on the customer having a range of products that have a specific tag, or you may want to provide a “buy one get one free” style discount that rewards additional free product(s) when a user adds the product to the basket please note unlike the type "give a free product", with "advanced free products" you can also set multiple products to be added to the customer's cart when selecting this option, you'll be prompted to configure the following type details advanced free product requirements this is where you set what criteria the customer must meet before the discount is applied advanced free product rewards this is where you set which free products are added and how you want this to behave when setting "advanced free product requirements", you can choose from the following requirements and how you want to match against them using "operators" ("must equal", "must contain", etc) you can also set multiple requirements within the same discount requirement details sku which skus must be in the customer's cart, e g abc 1, abc 2 shopify vendor which shopify vendor is applicable to products within the customer's cart, e g products that have a vendor of "dog brand 1" set shopify tags which shopify tags is applicable to products within the customer's cart, e g products that have a tag of "dog treat" set not applicable using operators, you can broaden your requirements easily for example, if you want to apply the discount to all products that have a tag of "dog", you can use the "equals" operator "advanced fee product rewards" let you specify the rewards a customer gets when their cart matches the requirements set above once you’ve specified the products to be rewarded, you can then choose how you want to apply them type details once only the free product(s) will be added only one time to the customer's cart when the required product and quantity are added recursively the free product(s) will be added each time the customer adds the required products and quantity to the cart with no limit to how many rewarded products can be added limited similar to the above, this lets you specify a limit to how many times the rewarded product will be added to the cart please note the following on "advanced free products" when this is enabled, this replaces the "rules" (or "order rules") configuration order rules advanced order rules it's also possible to setup more advanced order rules for your discounts, e g triggering them based off the "tags" of products see "advanced requirements and rewards" above to learn more order rules let you set specific requirements that the customer must meet before the discount is applied currently, sparklayer supports the ability to set "product rules" that allow you to apply discounts based on the customer having specific product(s) within their order to get started, click the "new product rule" button and then add the skus you'd like the discount to apply against once you've specified the skus, you can then set the total quantity the customer must have before the discount applies this quantity can apply to any combination of the skus you've entered for example, you may have entered sku abc sku xyz required quantity of 2 the customer could meet the discount requirements with any of the following combinations 2 x abc 2 x xyz 1 x abc and 1 x xyz please note the following on "order rules" valid skus must be specified for the discount to apply to the customer's order you can have a maximum of 10 order rules you can have a maximum of 10 skus per order rule customer groups by default, discounts will be applied to all customers however it's possible to restrict your discount to specific customer groups docid 5 lwmnohhjbjjppg9e6vh the customer groups section lets you select which customer groups are applicable to your discount and will have the discount reward applied you can also select multiple customer groups i f you'd like the discount to be used by more than one customer group scheduling if you want to set up a time based discount, you can set a "schedule" for the discount there are two dates that can be selected, both of which are optional item details start date of discount this is the date and time the discount will be applicable from expire date of discount this is the date and time the discount will expire please note the following on time configurations the scheduling will use the timezone of your specific computer for example, if you are based in germany but you're setting up a discount for canada, please be aware that you will need to change the date and time accordingly selecting a time of 00 00 will start the discount at the beginning of the date selected selecting a time of 23 59 will start the discount at the end of the date selected coupon codes coupon codes allow you to specify a unique code that the customer must enter in order to qualify for the discount reward this is termed a "manual discount" in that the customer won't have the discount automatically applied by default, unless they manually add the coupon code to add a coupon code, you can simply type in your coupon code reference into the field below once you've added a coupon code, this will then be required to apply the discount when the customer then goes through the checkout, they can simply apply the coupon to their order when the order comes through to your website, you'll then see the coupon codes used within the order's "additional notes" please note the following on coupon codes coupon codes will automatically be saved in uppercase for example, if you type in code abc , this will be saved as code abc you can save multiple coupon codes against a discount for example, you may have the same discount promoted in different locations but you want to set up different codes for example, you could add code abc and code 123 on your website, the my cart interface docid\ efevur a3ycjxuhvrr7t will only allow the customer to apply a maximum of 3 coupon codes against an order for example, if a customer has 3 coupons applied to their order and they add a 4th, the most recently added coupon will not be applied order sub total limits it's possible to set "order sub total limits" that allow you to specify the sub total rules the customer must meet before being able to qualify for the discount for example, you may want the customer to reach a certain amount before they can qualify for a discount (e g spending over $400 and getting 5% off) once enabled, you'll see the option to enter a minimum and maximum sub total please note the following on order sub total limits when setting this up, please bear in mind the discount is calculated based on the sub total of the customer's order the is the total without tax and shipping costs being added to the order order item limits order item limits allow you to set requirements on how many items the customer must have in their order to qualify for the discount there are two ways to define the order item limits type details quantity across all line items this is the total quantity of items within the customer's order across all products for example, the customer may have 1 x red shoe 5 x blue shoe 4 x green shoe sparklayer would calculate this as a quantity of 10 number of line items this is the total unique items within the customer's order across all products for example, the customer may have 1 x red shoe 5 x blue shoe 4 x green shoe sparklayer would calculate the number of line items as 3 for each option selected, you can then define the minimum and maximum number that the customer must have within their order to qualify usage limits the usage limits configuration lets you define how often a customer can qualify for the discount for example, you may want to restrict the discount to only be used once by a customer, or a specific number of times please note the following on usage limits the limit will apply to the specific customer placing the order and is applied against their specific customer record currency if you've set your discount to "get an amount off an order" with a "fixed amount discount", you can also specific the currency that the discount should be applicable to please note the following on currency by default, this configuration will automatically set the currency as the "default" currency of your store (e g usd, gbp, eur) if you have multiple currencies setup for your price lists docid\ s8xcbzgxqpgdeigwtxset which are then assigned to a customer, the currency must match the currency the customer is placing orders in compatible discounts when you create a discount it will be able to be used in conjunction with all other discounts by default if you would prefer to restrict which discounts can be used alongside others, you can enable this within the "compatible discounts" section of the discount edit screen once enabled, you can then select the discounts that you wish to be compatible by selecting them from the menu please note the following on compatible discounts you can set the priority in which they apply against a customer's order by using the "discount priorities" feature (see below) discount priorities by default, customers can apply a maximum of one discount to their order if you have multiple discounts setup that are applicable to your customers, you may want to specify the order in which they get applied this is particularly useful if you have multiple "competing" discounts and you need to ensure your customers have the right one applied when you have more than one discount setup, you'll see a manage priorities button within the discounts section to get started, click this button and you'll then see all discounts listed you can then simply drag the discounts up and down in the priority you'd like them to apply when a customer then qualifies for a discount, it'll use the highest one in the list if you have discounts that aren't active (see above "active versus inactive"), you can also manage the priority of these within the list please note you can also manage which discounts are compatible by editing a discount and going to "compatible discounts" (see below) updating the default text if you'd like to update the text shown to customers in the my cart interface docid\ efevur a3ycjxuhvrr7t , you can update the default language strings on your store updating language and text you can update the default text by adding code to your frontend integration guide docid\ qwxsym9x5 pviogutekcp languages & international docid\ klrs7wtxn3wncdy8z5zvu about how to update text on sparklayer / add the below code into the sparklayer core script / / please refer to our help guide on how to do this / translations { en { "cart checkout coupons apply" "apply", "cart checkout coupons input placeholder" "enter discount code here and click 'apply'", "cart checkout coupons not found" "discount code ''{couponcode}'' not found", "cart checkout coupons already applied" "discount code ''{couponcode}'' already applied", "cart checkout coupons successful apply" "you've successfully added discount code ''{couponcode}''!", "cart checkout coupons max reached" "you can only add a maximum of 3 discount codes", "cart checkout discount cta" "enter a discount here or view discounts", "cart checkout discount success message" "discounts have successfully been applied to your order", "cart checkout discount totals row text" "discounts applied", "cart checkout discount no of discounts applied" "{numberof} {numberof, plural, =1 {discount applied} other {discounts applied}}" } }, / end of code / duplicate discounts you can now create duplicate discounts in sparklayer these are discounts that share the same structure, rules, and logic of a existing one this is useful when you want to run the same discount for different customer groups, sales campaigns, or pricing scenarios without rebuilding each one from scratch to duplicate a discount, simply click the '⋯' next to the discount you want to copy, then select 'duplicate' a new discount will be created with the same setup by default the discount public name will remain the same unless edited the discount internal name will have “ copy” added to the end you can then edit any details as needed before saving each duplicate discount is treated as a separate entry in your system which means you can assign different coupon codes to each duplicate data & backend when a customer uses a discount, this will store a range of data against the order that will give you further details about the discount that has been applied this data includes the coupon codes applied the ids/handles of the discounts applied (discount slugs) the cost of the order pre discount the amount taken off by the discount please note all monetary values are in the currency the customer used to place the order the discount data is stored in the "additional details" section of the shopify order from the shopify api this is called note attributes and you'll see the following b2b discount coupon codes a comma separated list of the coupon codes used this is separate so you can easily view it at a glance sparkdiscountdata the rest of the discount data, stored in a json string including skus order, net pricing, and the internal "id" of the discount if you need to access this data through code, you can use the shopify api to access the order data ( learn more ) the data is stored in the "staff notes " section of the bigcommerce order we add two lines to these notes for each order with a discount b2b discount coupon codes a comma separated list of the coupon codes used this is separate so you can easily view it at a glance b2b discount data the rest of the discount data, stored in a json string you can access this by clicking the 3 dots under "action" in your orders table, then click "view notes" if you need to access this data through code, you can use the bigcommerce api to access the order data ( learn more ) please refer to out technical docs for further information reporting on discounts currently, there isn't built in reporting with sparklayer to analyse your discounts usage however, we have some recommended approaches that we have included below shopify has a built in automation tool called shopify flow using shopify flow, it's possible to perform actions based on discounts being used by your b2b customers our example shopify flow works as follows an order is created by the customer (e g draft order) the flow detects if a discount has been applied by searching the "b2b discount data" field applied to an order you'll see this when viewing an order in shopify under "additional details" if the "b2b discount data" field includes a specific discount id (within the discountslugs data), it will then automatically add a tag to the order in our example above, the discountslugs is set to free product test and this subsequently adds a tag of b2b free product test to the order you can find the id of a discount within sparklayer by editing a discount and viewing "discount handle (or id)" once a tag has been added to a b2b order, within shopify you can then easily segment order data by this either by going to the analytics section or by filtering within the orders section in shopify not applicable get started with shopify flow you can download and edit our sample discount specific shopify flow here troubleshooting i don't see the discount coupon box on the checkout the coupon code box will only show for your customers if there is a "active" discount code that is "enabled" if you don't see the discount coupon box, check your discounts in the sparklayer dashboard how do i see discount details within an order in my store when a customer places an order and uses a discount, you'll see special data show against the order when you view it within your store (e g shopify or bigcommerce) to learn more, see "data & backend" above how should i inform my customers about discounts? there are a variety of ways you could inform your customers about discount codes method details email notifications send personalised emails to your b2b customers highlighting the discount codes, their benefits, and usage instructions website banner display a banner on your website’s homepage or relevant pages to announce the availability of discount codes order confirmation add a note in order confirmation emails or invoices, reminding customers of any applicable discount codes for future purchases sales reps ensure your sales team informs b2b customers about discount codes during interactions or negotiations printed materials include discount codes in printed b2b marketing materials implementing these methods will effectively communicate discount opportunities to your b2b customers, encouraging increased engagement and sales limitations the sparklayer discount system will be subject to many ongoing improvements, however please be aware of the following limitations currently item description discount usage at this time, it is only possible to apply a maximum of 4 discounts at a time to a customer's order if you have multiple discounts setup that are applicable to a customer, you can use the "discount priority" feature to set the order payment specific discounts it is not possible to set discounts based on the payment methods the customer uses for example, $10 if the customer pays by "pay online by card" applying a discount via a url it is not possible to apply a discount via the customer entering a url for example, $100 if visiting mystore com/?discount=abc available on the growth plan and above by default, all plans benefit from our discount functionality and there are some additional features that are available on our growth plan and above these include give a free product give a percentage off products order rules usage limits compatible discounts advanced requirements and rewards (e g tag based discounts) pro plan advanced free products (multiple free products, tag based, and more) pro plan