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Additional Options: While in the saved promo code, navigate to Options → Edit
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OR If editing an existing promo code, scroll down its page and open the collapsed
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Additional Options section.
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- Status - the current status of the promo code
- Active: the promo code is live on your site and can be used by customers. It has not been disabled or deleted. -
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- Disabled: the promo code cannot be used by customers
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- . You can switch it to 'Active'
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have already been applied to the order; - OFF: promo code can be used when other promo codes have been applied to the same order.
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| Letting customers use more than one promotion code in an order must first be enabled by Commerce Vision. Contact CV Support and request stacked promotions to be enabled. |
Free Product To Be Added in Pronto (applies only for Promo Codes that add a free product) Expand |
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title | Click here for further details... |
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| For Promo Codes with free products, you |
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can choose between adding the free product online |
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submission or in the ERP (Pronto) when the order is integrated. Toggle |
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ON or OFF Free Product To Be Added in Pronto |
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. Default: OFF Image Modified
In the order placed, received and confirmation emails, how the free product |
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is displayed depends on the option selected. - When OFF, the free product is added online. In the emails, the free product
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- displays as an item with a cost of $0.00 in the product order line of your Order Summary
Image Modified.
- When ON, the free product is added in the ERP. When you toggle ON
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- this setting, confirm you want the free product added in the ERP.
Image Modified NOTE - Scroll up to the 'Free Product' fields. The fields are now empty and disabled. The free products you previously added for this promo code still apply.
Image Modified The Order Placed, Received and Confirmation emails by default will not display the free product separately in an order line in Order Summary.
Image Modified To add a note line about the free product in the Order Summary section, toggle ON the 'Show Note Lines on Individual Lines?' option in the Email Order Summary widget
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- for any applicable email template (e.g., Order Received, Order Placed, Order Confirmation). The Promotion Code and Description will be added to the Order Summary.
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NOTE - For the free product and quantity to appear as an order line item in the sales receipt, they must be added to the sales order manually in Pronto after integration.
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- Postcode Exclusion List - (for free freight promo codes only) If required, enter single postcodes and/or postcode ranges (each comma-separated) to exclude. Follow Australia Post's four digit conventions so a three digit code would be '0200' instead of '200'.
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Include or exclude the promo code based on whether customers are B2B, B2C or both. For versions lower than 4.31 Image Added
Applied To: Select customer group: B2B, B2C or both.
For versions 4.31+
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- Applied To: Select customer group: B2B, B2C or both.
- Roles: (For versions 4.31+) Specify Role(s) for the selected customer group(s) Click Add Role
Image Modified, then in the dropdown, select the Role. If another role is needed, repeat this step. IMPORTANT- For added Roles to be valid, they must fall under the customer group added in 'Applied To'. - Promo active for all roles excluding the ones listed above: If OFF, the added roles can apply the promo code. If ON, the added roles cannot apply the promo code.
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Limit the maximum number of times the promo code can be used.
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For unlimited use, leave at the default of '0
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'. - User Usage Limit: limit the number of times an individual user can apply the promo code (available only if the promo code is for B2B users) - Customer Usage Limit: limit the number of times an individual Customer Code can apply the promo code - Global Usage Limit: limit the total number of times the promo code can be used site-wide. - User List: (For versions 4.10+) You can also specify one or more users (comma-separated list) who can use the promotion code. NOTE - If one or more users are added, any user not in this list cannot apply the promo code to their order. Image Modified
Customer list allows you to restrict a promo code to specific customer accounts. Image Added
To add a customer manually: - In Customer Code, start typing a Customer Code, and select from the dropdown list.
- Click Add. The added Customer Code is listed below.
Image Added - Continue adding one code at a time, if needed.
- To save, click Save & Exit.
To add Customers in bulk:
- Create a CSV file with the Header 'Code' as the first column
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- Populate the column with the required Customer Codes.
- Click Import Customer List.
- Follow the instructions to upload the csv file.
- Check the Import Log to ensure there are no error messages.
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Default messages to users are set at the promotion code feature level. These can be overridden for
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code. Leave blank to use defaults. - Promo Code No Longer Applies Message:
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- Displays when the promo code previously successfully applied is no longer valid because the cart contents have
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- changed.
- Promotion Code Error Message: Displayed when the cart contents are not eligible for the promo code, e.g., the cart value is not high enough or the minimum quantity has not been reached.
- Promotion Code Applied Message: Displayed when the cart contents are valid for the promo code.
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Minimum Version Requirements |
Multiexcerpt |
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MultiExcerptName | Minimum Version Requirements |
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| * .** |
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Prerequisites |
Multiexcerpt |
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| The Promotion Codes feature must be enabled for your website. |
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Self Configurable |
Multiexcerpt |
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MultiExcerptName | Self Configurable |
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| Yes |
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Business Function |
Multiexcerpt |
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MultiExcerptName | Business Function |
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| Promotions |
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BPD Only? | |
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B2B/B2C/Both |
Multiexcerpt |
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MultiExcerptName | B2B/B2C/Both |
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| Both |
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Multiexcerpt |
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MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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Contact Commerce Vision |
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Contact Commerce Vision
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Third Party Costs |
Multiexcerpt |
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MultiExcerptName | Third Party Costs |
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| n/a |
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MultiExcerptName | CMS Category |
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Campaigns & Promotions → Promotion Codes
Content by Label |
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showLabels | false |
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max | 5 |
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spaces | KB |
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showSpace | false |
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sort | modified |
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reverse | true |
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type | page |
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cql | label in ("promotion-codes"," |
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promo-codes") and type = "page" and space = "KB" | labels | kb-how-to-article |
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