IV Help Guide

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Promotions

Welcome to our tutorial on managing website promotions. Promotions enable you to temporarily adjust prices of products site wide or create promotional codes to give specific customers discounts. Promotions can also be used for things such as free shipping, buy one get one free offers, or flat discounts on orders for ordering specific combinations of products. To begin click the arrow next to a topic below and our visual guide will appear. To advance to the next step simply click the next button inside the appropriate box.

  • From the navigation menu, choose Promotions > Catalog Price Rules.
  • Click Add New Rule.
  • Enter a Rule Name.
  • Change Status to Active.
  • Click to choose which Customer Groups will be affected by the new rule. You can hold the Ctrl or Shift keys on your keyboard to select multiple groups.
  • If the rule will only apply for certain dates, you can choose a From Date and To Date.
  • If you will have multiple rules that affect specific products, enter a Priority. The lowest priority value will apply first.
  • Click Conditions.
  • To add a condition, click the green plus sign.
  • You can choose a Product Attribute, such as Category or SKU. If you want multiple conditions met, choose Conditions Combination instead.
  • Click is to open a drop-down box. If you want your rule to work with multiple options, select is one of.
  • Click ... to open a text box. You can type in the value(s) you want, separated by commas. Or you can click the icon next to the box to open a list of products you can check. Click the green checkmark once you've made your selections.
  • Click Actions.
  • Choose whether the rule will Apply as a percentage or a fixed amount.
  • Enter a Discount Amount.
  • If other rules should not apply while this one does, set Stop Further Rules Processing to Yes.
  • When you're finished, click Save and Apply.
  • From the navigation menu, choose Promotions > Shopping Cart Price Rules.
  • Click Add New Rule.
  • Enter a Rule Name.
  • Change Status to Active.
  • Click to choose which Customer Groups will be affected by the new rule. You can hold the Ctrl or Shift keys on your keyboard to select multiple groups.
  • Choose whether or not you want the rule to use a Coupon code. If you select Specific Coupon, you can enter your desired Coupon Code, or you can check the box for Use Auto Generation to have the code automatically created for each customer.
  • You can enter a maximum number of Uses per Coupon and/or Uses per Customer.
  • If the rule will only apply for certain dates, you can choose a From Date and To Date.
  • If you will have multiple rules that affect specific products, enter a Priority. The lowest priority value will apply first.
  • When you're finished, click Save.
  • Create or edit a Shopping Cart Price Rule and click on Actions.
  • Set Apply to Percent of product price discount.
  • Set the Discount Amount to the value you would like to discount.
  • Under Apply the rule only to cart items matching the following conditions, click the green plus sign.
  • Choose SKU.
  • Click is and choose is one of.
  • Click ... and then click the list icon.
  • Check the box for each product you want discounted, then click the green checkmark.
  • When you're finished, click Save.
  • Create or edit a Shopping Cart Price Rule and click on Actions.
  • Set Apply to Buy X Get Y free.
  • Set the Discount Amount to the number of products that will be free (the Get Y).
  • If the rule will only apply a certain number of times, set the Maximum Qty Discount is Applied To.
  • Set the Discount Qty Step (Buy X) to the number of products purchased to trigger the rule (the Buy X).
  • Under Apply the rule only to cart items matching the following conditions, click the green plus sign.
  • Choose SKU.
  • Click is and choose is one of.
  • Click ... and then click the list icon.
  • Check the box for each product you want to offer Buy X Get Y, then click the green checkmark.
  • When you're finished, click Save.
  • Create or edit a Shopping Cart Price Rule and click on Actions.
  • Set Free Shipping to For matching items only.
  • Under Apply the rule only to cart items matching the following conditions, click the green plus sign.
  • Choose SKU.
  • Click is and choose is one of.
  • Click ... and then click the list icon.
  • Check the box for each product you want to offer Buy X Get Y, then click the green checkmark.
  • When you're finished, click Save.
  • Create or edit a Shopping Cart Price Rule and click on Actions.
  • Set Apply to Fixed amount discount for whole cart.
  • Set the Discount Amount to the value you would like to discount.
  • Click Conditions.
  • Click the green plus sign.
  • Click the select box and choose Subtotal.
  • Click is and choose equals or greater than.
  • Click ... and enter the subtotal amount you want the discount to start at.
  • When you're finished, click Save.
  • Create or edit a Shopping Cart Price Rule and click on Actions.
  • Set Apply to Percent of product price discount.
  • Set the Discount Amount to the value you would like to discount.
  • Click Conditions.
  • Click the green plus sign.
  • Click the select box and choose Products subselection.
  • Click is and choose equals or greater than.
  • Click ... and enter the quantity you want the discount to start at.
  • Click the green plus sign below total quantity.
  • Click the select box and choose Category.
  • Click ...
  • Click the icon next to the text box.
  • Check the box for each category you want discounted, then click the green checkmark.
  • When you're finished, click Save.

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