Step 2: Describe the conditions
In this step, the conditions are described that must be met for an order to qualify for the promotion. The rule goes into action whenever the set of conditions is met.
If you are using audiences from Real-Time CDP, skip to this section.
-
In the left panel, select Conditions.
The first condition appears by default, and states:
If **ALL** of these conditions are **TRUE**:
The statement has two bold links that you can click to display the selection of options for that part of the statement. You can create different conditions by changing the combination of these values. Do any of the following:
- Click ALL and select
ALL
orANY
. - Click TRUE and select
TRUE
orFALSE
. - Leave the condition unchanged to apply the rule to all products.
- Click ALL and select
-
Click Add (
For this example, complete the next part of the condition as follows:
-
When prompted to Choose the condition to add, choose
Products Subselection
. -
In the condition statement, click total quantity and select
total quantity
ortotal amount
.
IMPORTANT
Total amount is a row total, so taxes are not included into thetotal amount
for the Products Subselection cart price rule condition. Use the Subtotal (Incl. Tax) condition to include taxes.- In the condition statement, click is and select
greater than
.
-
-
When the next part of the condition appears, click the elements of the statement so you can see where each link with variable values is located.
-
Click the “more” (…) link, and enter
100
.This condition requires the total quantity of the cart to be
101
or greater. -
Click Add (
-
In the next part of the condition, click the more (…) link to display the input field, and then open the Chooser (
-
Select the checkbox of the category that you want to use as a condition for the price rule and click the
The condition can be based on any category that is a child of the store’s root category.
-
To add more conditions, click Add (
You can repeat the process as many times as needed to describe the conditions that must be met for the price rule. Here are some examples:
Example 1: Regional Price Rule
To create a regional price rule, use one of the following cart attributes:
Shipping Postcode
Shipping Region
Shipping State/Province
Shipping Country
Example 2: Shopping Cart Totals
To base the condition on shopping cart totals, use one of the following cart attributes:
Subtotal
Total Items Quantity
Total Weight
Add a product attribute to cart price rules
-
Go to Stores > Attributes > Product and open the product attribute.
-
In the left panel, select Storefront Properties.
-
Set Use for Promo Rule Conditions to
Yes
. -
Click Save Attribute.
-
Go to Marketing > Cart Price Rules and open the required cart price rule.
-
Expand
-
Set this condition to one of the following values:
-
Click FOUND and select
FOUND
orNOT FOUND
. -
Click ALL and select
ALL
orANY
.
-
-
Click the Add (
-
Click Save.
is not one of
condition with a SKU product attribute and configurable product, both the parent and child product SKUs must be selected. To avoid listing all child SKUs in the rule, you can use the does not contain
condition with common SKU parts of a configurable product and its child products.Use Real-Time CDP audiences to set a condition
You can set a condition for a cart price rule based on a Real-Time CDP audience.
-
Expand Conditions, click the “+” icon, and select Real-Time CDP Audience from the list.
-
Select the More (…) icon, click Open Chooser, and view all available Real-Time CDP audiences.
-
Select the Real-Time CDP audience you want to use for the cart price rule.
Option Description ID
An internal identifier of the audience used within the Admin Real-Time CDP Audience ID
Unique identifier of the audience when it was created in Experience Platform Name
Name of the audience, such as Orders over $50
Description
Description of the audience, such as People who placed an order over $50 in the last month.
.Source
Indicates where the audience came from, such as Experience Platform
.Website
Indicates which website you have linked to the datastream that contains the audiences. You create this link when you connect your Commerce instance to the Experience Platform through the Data Connection extension.
In the next step, you define the action to occur when the condition is met.
Step 3: Define the actions
The shopping cart price rule actions describe how prices are updated when the conditions are met.
-
Scroll down to Actions, and expand
-
Set Apply to one of the following discount options:
Option Description Percent of product price discount
Discounts item by subtracting a percentage from the original price. The discount applies to each qualifying item in the cart. For example: Enter 10
in Discount Amount for an updated price that is 10% less than the original price.Fixed amount discount
Discounts item by subtracting a fixed amount from the original price of each qualifying item in the cart. For example: Enter 10
in Discount Amount for an updated price that is $10 less than the original price.Fixed amount discount for whole cart Discounts the entire cart by subtracting a fixed amount from the cart total. For example: Enter 10 in Discount Amount to subtract $10 from the cart total. By default, the discount applies only to the cart subtotal. To apply the discount to the subtotal and shipping separately, use the Apply to Shipping Amount option. Buy X get Y free
Defines a quantity X that the customer must purchase to receive a quantity Y of the same product/variation for free. (The Discount Amount is Y.) A total quantity of X+Y of that same item must be present in/added to the cart for the discount to be applied. -
Enter the Discount Amount as a number, without symbols. For example, depending on the discount option selected, the number 10 might indicate a percentage, a fixed amount, or a quantity of items.
-
For a Buy X get Y Free discount, enter the quantity in the Discount Qty Step (Buy X) field of a single product/SKU/line item that the customer must purchase to receive the discount on the Y quantity. Both X and Y refer to quantities of the same SKU, and that specific quantity (variations of a configurable products are counted separately) of the item must be added to the cart manually.
-
In the Maximum Qty Discount is Applied To field, enter the maximum quantity of the same product that can qualify for the discount in the same purchase.
-
Set Apply to Shipping Amount (
Option Description Yes
Applies the discount amount separately to the subtotal and shipping amounts. No
Applies the discount amount only to the subtotal. -
To stop processing other rules after this rule is applied, set Discard Subsequent Rules (
Yes
. This setting prevents multiple discounts from being applied to the same product.Option Description Yes
Prevents any other pricing rules that may apply to a product from being applied. When multiple pricing rules apply to the same product, only the pricing rule with the highest defined priority (in a rule Priority field) is applied to the qualifying product. This prevents multiple pricing rules from stacking and providing unintended additional discounts. No
Allows multiple pricing rules to apply to the same product. This could result in stacking and providing multiple discounts applied to your listing price. IMPORTANT
To discard subsequent rules, a pricing rule must use the defined priorities that are set in the Priority field of each rule, and multiple rules should not have the same priority defined . See Priority in the Add a New Rule step.
-
-
To define the exact products in the shopping cart that are affected by the cart price rule, add the additional conditions that are needed for the action.
To determine if free shipping is applied to orders that meet the conditions, set Free Shipping to one of the following:
Option Description No
Free shipping is not available. For matching items only
Free shipping is available only for items that match the conditions of the rule. For shipment with matching items
Free shipping is available for any shipment that includes matching items. The Free Shipping delivery method must be enabled to use this option. -
If reward points are not enabled, leave this field blank.
-
When complete, click Save and Continue Edit.
Step 4: Complete the labels
The label appears in the totals section of the order to identify the discount. The label text is enclosed in parentheses, after the word Discount
. You can enter a default label for all store views, or enter a different label for each view.
-
Scroll down to Labels, and expand
-
Enter the text that you want used as the Default Rule Label for All Store Views.
-
If your store has multiple views, or multiple websites with multiple views, enter the appropriate label text for each.
For example, if each store view is in a different language, enter the translation of the label for each view.
Step 5: Add related dynamic blocks (optional)
Dynamic Blocks that are associated with the rule appear in the storefront whenever the conditions are met.
-
Expand
-
Use the search filters to locate the blocks that you want to associate with the rule.
-
Select the checkbox in the first column to associate the block with the rule.
To learn more, see Dynamic Blocks in Price Rules.
Conditions
Specifies the conditions that must be met before the cart price rule goes into action. If left blank, the rule applies to all products in the cart. Conditions can be based on any combination of cart and product attributes. However, customizable options cannot be referenced in cart price rule conditions.
Field | Description |
---|---|
Cart Item Attribute | |
Price in cart | Product price. The rule applies if the product price in cart condition is met. |
Quantity in cart | Product quantity. The rule applies if the product quantity in cart condition is met. |
Row total in cart | Product row total. The rule applies if the product row total in cart condition is met. |
Product Attribute | |
Attribute Set | Product attribute set. The rule applies if the product meets the product attribute condition. |
Category/Other attribute | Product category/other attribute. The rule applies if either the product itself or children meets the category/other attribute condition. The attribute must have Use for Promo Rule Conditions set to Yes . |
Category/Other attribute (Children Only) | Child product category/other attribute. The rule applies if only the product children meet the category/other attribute condition (the product itself is not checked here). The attribute must have Use for Promo Rule Conditions to Yes . |
Category/Other attribute (Parent Only) | Parent product category/other attribute. The rule applies if only the product itself meets the category/other attribute condition (children products are not checked here). The attribute must have Use for Promo Rule Conditions set to Yes . |
Cart Attribute | |
Subtotal (Excl. Tax) | Cart subtotal (excluding tax). The rule applies if the shopping cart meets the subtotal (excluding tax) condition. |
Subtotal (Incl. Tax) | Cart subtotal (including tax). The rule applies if the shopping cart meets the subtotal (including tax) condition. |
Subtotal | Cart subtotal. The rule applies if the shopping cart meets a subtotal condition. Check includes or excludes tax according to the current tax settings. |
Total Items Quantity | Total quantity of all products in the shopping cart. The rule applies if the shopping cart meets a total items quantity condition. |
Total Weight | Total weight of all products in the shopping cart. The rule applies if the shopping cart meets the total weight condition. |
Payment Method | Payment method selected on checkout. The rule applies if the payment method condition is met. |
Shipping Method | Shipping method selected on checkout. The rule applies if the shipping method condition is met. |
Shipping Postcode | Shipping address postcode. The rule applies if the shipping address meets the postcode condition. |
Shipping Region | Shipping address region. The rule applies if the shipping address meets the region condition. |
Shipping State/Province | Shipping address state/province. The rule applies if the shipping address meets the state/province condition. |
Shipping Country | Shipping address country. The rule applies if the shipping address meets the country condition. |
Customer Segment | The rule applies if a registered or guest customer meets the customer segment condition. |
Actions
Field | Description |
---|---|
Apply | Determines the type of calculation that is applied to the purchase. Options: Percent of product price discount - Discounts item by subtracting a percentage from the original price. For example: Enter 10 in Discount Amount for an updated price that is 10% less than the original price.Fixed amount discount - Discounts item by subtracting a fixed amount from the original price of each qualifying item in the cart. For example: Enter 10 in Discount Amount for an updated price that is $10 less than the original price.Fixed amount discount for whole cart - Discounts the entire cart by subtracting a fixed amount from the cart subtotal. For example: Enter 10 in Discount Amount to subtract $10 from the cart subtotal. By default, the discount applies only to the cart subtotal. To apply the discount to the subtotal and shipping separately, see Apply to Shipping Amount.Buy X Get Y Free (discount amount is Y) - Defines a quantity that the customer must purchase to receive a quantity for free. (The Discount Amount is Y.) |
Discount Amount | (Required) The amount of discount that is offered. |
Maximum Qty Discount is Applied To | Sets the maximum number of products that the discount can be applied to in the same purchase. |
Discount Qty Step (Buy X) | Sets the number of products represented by X in a Buy X Get Y Free promotion. Also, defines how many products must be added to the cart together in batches to apply Fixed amount discount and Percent of product price discount promotions. |
Apply to Shipping Amount | Determines if the discount is applied separately to the subtotal and shipping amounts. Otherwise, it is applied only to the subtotal. Options: Yes / No |
Discard Subsequent Rules | Determines if lower priority rules (1 is the highest priority) can be applied to the product when this cart price rule is a match. Enable this option to prevent multiple discounts from being applied to the same product. Options: Yes / No |
Free Shipping | Determines if free shipping is included in the promotion, and if so, for which items. Options: No - Free shipping is not available for the current rule. For matching items only - Free shipping is available only for specific items in the cart that match the rule. For shipment with matching items - Free shipping is available for all items in the cart. The Free Shipping delivery method must be enabled to use this option. |
Add Reward Points |
|
Labels
Field | Description |
---|---|
Default Rule Label for All Store Views | A default label that identifies the discount and can be used for all store views. |
Store View Specific Labels | If applicable, specifies a different label to identify the discount for each store view. |
Related Dynamic Blocks
Identifies any dynamic blocks that are associated with the rule.