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Sample Promotion Set Up

As an example, we will set up a simple promotion for some new arrivals. For this, we will create a custom new arrivals segment and reconfigure the New Arrivals to use this segment. The promotion will last one day and give 20% off all orders. When the promotion ends, we will roll back to the standard New Arrivals segment.

To set up a sample promotion, we go through the following steps:

Set up a Segment with Products to Promote

To set up such promotion in the management console, we first need to make sure that a product segment is created that would include the items intended for sale.

To set up such segment:

  1. Navigate to Reports&Segments in the main menu and click Manage Segments.

  2. Click Create Segment in the top right corner.

  3. Create a Sale segment, populate it with the products for sale and save it.

    As an example, we added four products to the segment.

Ensure Easy Access to the Promoted Products

To add product for sale to the new arrivals block:

  1. Proceed to system configuration in the main menu (System > Configuration) and click Commerce > Product > Promotions in the panel on the left.

  2. In the New Arrivals section, select the Sale segment from the Product Segment list.

  3. Set Maximum Items to 4.

  4. Save the settings.

Create a Promotion

To create a promotion:

  1. Navigate to Marketing > Promotions > Promotions in the main menu.

  2. Click Create a Promotion.

  3. In the Discount Options section, set the discount option to order, the discount Type to percent, the discount Value to 20%.

  4. In the Schedules section, set the Active Date to July, 13, 2017, 12 AM, and Deactivate at to July, 13, 2017, 11:59PM.

  5. In the Matching Items section, click Advanced Filter, drag Apply Segment to the field on the right, choose the Sale segment and click Preview Results to load the list of products for sale.

  6. Enable and save the promotion.

View a Discount When Placing an Order in the Front Store

To view how the discount from the promotion applies in the front store:

  1. Create a shopping list with the 4 items for sale from the New Arrivals Block.

  2. Once we open the shopping list, we can see the 20% discount of $1124.75 for the order of 4 items for the subtotal of $5623.74.

  3. Create the order by clicking Create Order.

Review Discount in the Front Store After You Place an Order

To view applied discount for the submitted order in the front store:

  1. Click Click Here to View in the pop up window that appears after you place the order.


    Navigate to Orders and in Past Orders, click on the required order.

  2. The discount is seen in the order summary.

Review Promotion Results in the Management Console

To view applied discount in the management console:

  1. Navigate to Sales > Orders and open the placed order.

  2. In the Promotions section, you can view the details of the promotion applied to the order.