Promotions allow you to specify a series of filters and actions to provide discounts.
|Name||The name of the Promotion wthin the Admin SystemTakesPayments|
|Description||The description of the Promotion (internal use only)|
|Enabled||Is this Promotion currently in use?|
|Maximum Discount||The maximum value that can be discounted with this Promotion|
|Remove Matched Items||If checked, the Promotion will remove any items that meet the Filters of this Promotion|
|Stop if Matched||If checked, the system will not proceed to the next Promotion if this one is actioned|
|Filters||The criteria that must be met for this Promotion to activate|
|Actions||The discounts/actions applied when the Filters are met|
To create a new Promotion, follow these steps:
- Go to Settings > Promotions > Promotions tab
- Click " Add Promotions"
- Provide a Name for this Promotion
- If this Promotion is to be used straight away, check "Enabled"
- Click " Save"
- Provide the Filters and Actions for this Promotion
- Click " Save and close"
The filters for a Promotion are the criteria which must be met in order for the Action to be applied. Below is a list of the current Filters that can be used:
|Booking Date||Applies if the booking is made between two specificed dates|
|Days before event||Must be booked as certain number of days before event|
|Days of Week||Applies if the event is on one of these days|
|Events based on an interval||Filters out events that don't match a specific interval based pattern - e.g. one event every 4-10 days - normally used to identify long term rentals of football pitches|
|Event Date||Applies if the booking is for an event between two specificed dates|
|Products||Applies only to the specified products|
|Event Location||Applies if the event being booked is at the specified location|
|Orderitems of a certain pattern|
|Membership Groups||Applies if the Purchaser is part of the specified Security Groups|
|Minimum Events||Applies if the number of events is equal to or greater than the specified number|
|Minimum Spend||Applies if the order total is equal to or greater than the specified number|
|One of each product|
|Promo Code||Applies if the customer enters the defined Promo Code on the Basket Page|
|Required Spaces||Applies if the number of participants is equal to or greater than the specified number|
|Same Event||Applies if all bookings in the order are for the same event|
|Same Week & One of each Product|
Note there are filters which should not be combined within one package - but this should be logical why - an example using "Must Be Same Event" and "Filter Events Based on Interval" - the first item is saying all the event should be the same and the second is saying the opposite - that it will only match separate events with a certain interval between them.
There can be multiple actions that occur when the package is triggered - the most straight forward is a fixed discount amount.
|Cost Per Item Discount||This can be a fixed amount, percentage amount or Per Hour (for Room Bookings)|
|Overall Cost Discount||Can apply an overall fixed or percentage discount - in addition you can set the target price and the system will discount towards that (for example 3 items of £10 each - you can specify the target price of £28 and the discount transaction would be £2)|
|Give Free Spaces||This creates a discount transaction of the cost of the number of spaces specified|
|Replace Product||This will change the product that has been purchased for another one - this is mainly used for financial reasons where the accounting codes are linked to product and buying one product is completely different from a certain volume purchase (e.g. hiring a pitch for a single game of football or renting the pitch over a season)|
Simple filters and a simple example...
- Minimum Events - filters orders to leave items with the minimum number of events
- Must Be Same Event - filters to leave only items where events are the same
Let's take a simple basket of...
5x EventA and 13x EventB
The above filters would be run and will match either the 5x EventA or a block of 5x EventB because they are looking for 5 events where they are the same event.
Let's assume they match the 5x EventA first, leaving 13 x EventB.
Then the process repeats until left with just 3x EventB and 3 package discount transactions linked to the order items
Another simple filter is "promo code trigger"...
- Filter Promo Code - requires that the user has entered the promo code first before the package is triggered
So using the previous example that would have been automatic, this can now be restricted to only action once the user has entered a defined promocode (on the basket page).
- "minimum of 5 events"
- "same event"
- "promo code trigger : 5EVENTPROMO"
There can be many of these Promotions active and they are triggered by the following process...
- Starting with the highest priority Package (and working down)
- Each filter is actioned on the list of order items
- If there are items that have matched the package - then this package is triggered - it's actions applied - and if this is transactions then they are linked to those order items
- If there are more order items left - the same package is matched again - and again - until there are no more matching items
- Once there are no more items to match the system repeats the process with the unmatched items with the next priority package - until there are no Promotions to process
As the Promotions filter / match events the order the Promotions are attempted to be matched is very important. Consider the following...
2 Promotions :-
- A : "minimum of 5 events" & "same event" (discount of £20)
- B : "minimum of 2 events" & "same event" (discount of £5)
...and I have a basket of 5 items.
If package A is first then it matches once (all items) and gives a £20 discount.
If package B is first then it matches twice (2x 2 events) and gives a £10 (£5 + £5) discount.