Promotions Explainer

<aside> Promotions can be configured to reduce the price of items in your customer’s cart - whether in the widgets or from the POS, or for recurring subscriptions.

When promotions are applied to a transaction, adjustments are added to individual line items to alter their subtotal. These adjustments are applied before tax is calculated. If you are using any of our accounting integrations, the post-adjustment total is sent to the accounting service.

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Promotions are great for:

tracking the total amount you would have taken in had you charged full price
configuring automatic price variations for subscription holders
defining the positive outcome of a transactional email campaign </aside>

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ATTENTION: Editing a promotion does not impact previous usages, any incomplete transactions will have their values recalculated if the line items are adjusted or the promotion is re-applied.

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ATTENTION: Discounts are in the process of being deprecated, and replaced with Promotions.

Read the Promotions Explainer

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<aside> Attention: Promotions will gradually replace Discounts.

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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> See how promotions are applied in the POS.

Promotions in the POS

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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Looking to see how to create Promotions?

Promotion Examples and Setups

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FAQs

What is a promotion?
How can I setup a promotion?
How do promotions get applied?
Can promotions be used both online and in the POS?
What happens if a promotion has no end date?
What happens if a promotion has no start date?
Will editing a promotion’s value affect historic transactions?

⤷ Promotion Type

Type determine how the adjustment amount is computed on the transaction.

Promotions types include fixed amount, percentage-based, or BOGO (buy-one-get-one) offers.

These calculations ensure the correct discount is applied based on the promotion’s structure and rules. They can be applied to individual lines or to the entire transaction.

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    **› Type: Percent off matched items**

Reduce all matching items by a set percentage. The transaction must include at least one line item that meets each price rule to qualify. Every item matching one or more price rules receives the percentage discount.

Set price rules to control which items promo is applied to. If no price rules are set, all non-gift card items are matched.

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Get 10% off a t-shirt.

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    **› Type: Value off matched items**

Reduce a value of each matching item in the price rules, by a fixed monetary amount when qualifying. The transaction qualifies if at least one price rule is matched, and the promotion value is applied to each line that matches at least one price rule, times the quantity in the line. The adjustment value cannot exceed the value of the line.

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If multiple items are added to the cart, and multiple categories are added to the cart - it will reduce that total value of each prices matching your Price Rules.

If you wish to reduce a total value of the matched items CUMULATIVELY then use a Total transaction amount off Promo Type, with Price rules set to those prices.

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Get $5.00 off any t-shirt.

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