Best practices for store configuration

Last update: February 3, 2025

CREATED FOR:

  • Admin
  • Developer

For detailed information for configuring your store, sites, and websites, you may want to review the Adobe Commerce User Guide. This page provides best practices, helpful information, and guidelines for configuring your stores, sites, and more with additional content to post over time and across versions.

Marketing campaigns and promotions

This information is helpful for Adobe Commerce on cloud infrastructure 2.1.X and 2.2.X.

To create campaigns and promotions, create the options and settings in Content Staging. This feature allows you to create and preview your campaigns before making them public for customer sales. The following information provides helpful information. For exact instructions, see the linked Adobe Commerce User Guide content.

Campaigns are marketing events for seasonal sales, new product lines, and more. Each campaign can include custom themes, blocks for content, widgets to control and display content, and associated promotions with price rules. Due to the extensive nature of a campaign, you create them with a start and end date through Content Staging.

Promotions provide discounts, one time offers, coupons, first-time buyer incentives, and more. You create these promotions as Price Rules that set the terms, discounts, and options to encourage customers to buy. You can create price rules on the shopping cart or catalog, with additional options for banners, reward points, and more. You can schedule campaigns for your promotions, applying price rules for major events like a new product line or seasonal sales.

The following are tips to help create, update, and manage promotions and campaigns:

  • A promotion can be part of a campaign. A campaign cannot be a part of a promotion. You can have lists of promotions as price rules to use multiples times, with multiple campaigns.
  • When you create a promotion, it always creates an initial campaign that is inactive. It has a start date but not an end date. You can ignore this initial campaign. You can Schedule a New Update with the correct campaign schedule and make it active.
  • A campaign has a start and end date, not a promotion. The Scheduler that appears when you create a promotion does not configure the start and end dates for the promotion. It enables you to schedule a campaign for this promotion while you are on the promotion’s configuration page.
  • You cannot directly edit in Staged Content. If you must edit settings and options in the campaign, edit the original or a replica and push to overwrite in Staged Content. For example, if you do not an end date for a campaign, you must edit the original and push to update.

Advanced Pricing and Staged Content

This information is helpful for Adobe Commerce on cloud infrastructure 2.1.X and 2.2.X.

Typically, you can set Advanced Pricing for products through the Products > Catalogs area of the Admin. With Staged Content, complete a few extra steps to add the pricing to a promotion and campaign.

To edit Advanced Pricing and update Content Staging:

  1. Log in to the Admin.
  2. Navigate to Products > Catalog and select a product and edit.
  3. In the Pricing tab, select Advanced Pricing. Edit the price and Save changes.
  4. At the top of the page, click Schedule New Update.
  5. Create a promotion for the product.
  6. Complete the promotion information. For the Scheduler, enter a begin and end date and time.
  7. Save the promotion. An inactive initial campaign is created.
  8. You can Preview to review the special price, promotion name, regular price, and the scheduled date range for the campaign.

For additional steps, you can continue with instructions with Schedule Changes for Catalog Price Rules. Click Next to walk through the steps.

Price Rules

Price rules can include logic and conditions as limitless as your marketing imagination. Some popular examples include Buy One Get One Free, Buy One Get One 50% Off, a $25 dollars off on orders over $100 dollars, and more.

To create a Price Rule, see Adobe Commerce User Guide.

The following provides an example of creating a Price Rule for a First Order Only discount. For this discount, you would want to:

  • Create a price rule with a customer segment with a condition: Total Number of Orders less than 1
  • Add this customer segment as a condition to the cart rule
  • Optional - Add conditions and rules to apply the discounts to specific SKUs or categories of products for focused purchases

This ensures net-new customers or existing customers who have not made a purchase receive the discount only on their first order. You could create banners and send email promotions for the first-time purchase discount.