Promotions allow you to specify a series of filters and actions to provide discounts.


Setting
Details
Name
The name of the Promotion within the Admin System
Description
The description of the Promotion (internal use only)
Enabled
Is this Promotion currently in use?
Maximum Discount
The maximum value that can be discounted with this Promotion
Remove Matched Items
If checked, the Promotion will remove any items that meet the Filters of this Promotion
Stop if Matched
If checked, the system will not proceed to the next Promotion if this one is actioned
Filters
The criteria that must be met for this Promotion to activate
Actions
The discounts/actions applied when the Filters are met


To create a new Promotion, follow these steps:

  1. Go to Settings > Promotions > Promotions tab
  2. Click " Add Promotions"
  3. Provide a Name for this Promotion
  4. If this Promotion is to be used straight away, check "Enabled"
  5. Click " Save"
  6. Provide the Filters and Actions for this Promotion
  7. Click " Save and close"


To see some Examples of how to use Promotions, please see This Article


Package Rules

The filters for a Promotion are the criteria which must be met in order for the Action to be applied. Below is a list of the current Filters that can be used:

Filter
Details
AM/PM Event
Applies when the customer books at least one event that starts before 12pm and one that starts after 12pm on the same day
Booking Date
Applies if the booking is made between two specified dates
Days before event
Must be booked a certain number of days before event
Days of Week
Applies if the event is on one of these days
Event Date
Applies if the booking is for an event between two specified dates
Events based on an interval
The Purchaser must choose a number of events within a certain interval (E.g. 3 days out of 5. 4 days in a row, etc)
Include Related Upsells
Used with the Products filter, to apply the discount to any Upsells included.
Minimum Events
Applies if the number of events is above the specified threshold
Minimum Spend
Applies if the order total is above a defined threshold
One of each product
Applies if at least one Event has been booked for each of the specified Products.
One of Each and Number of Days
Similar to One of each Product, but the events must be within a specified number of days (first event to last event)
Products
Applies only to the specified products
Promo Code
Applies if the customer enters the defined Promo Code on the Basket Page
Required Participants
Applies if the number of participants is above the specified threshold
Required Spaces
Applies if the number of Spaces (Participants x Events) being booked is above the specified threshold.
Same Event
Applies if all bookings in the order are for the same event
Valid Membership Groups
Applies if the Purchaser is part of the specified Security Groups


Note: there are filters which should not be combined within one package - but this should be logical why - an example using "Must Be Same Event" and "Filter Events Based on Interval" - the first item is saying all the event should be the same and the second is saying the opposite - that it will only match separate events with a certain interval between them.


Package Actions

There can be multiple actions that occur when the package is triggered - the most straight forward is a fixed discount amount.

Action
Details
Cost Per Item Discount
This can be a fixed amount, percentage amount or Per Hour (for Room Bookings)
Overall Cost Discount
Can apply an overall fixed or percentage discount - in addition you can set the target price and the system will discount towards that (for example 3 items of £10 each - you can specify the target price of £28 and the discount transaction would be £2)
Give Free Spaces
This creates a discount transaction of the cost of the number of spaces specified
Replace Product
This will change the product that has been purchased for another one - this is mainly used for financial reasons where the accounting codes are linked to product and buying one product is completely different from a certain volume purchase (e.g. hiring a pitch for a single game of football or renting the pitch over a season)

Ordering

There can be many of these Promotions active and they are triggered by the following process...

  • Starting with the highest priority Package (and working down)
  • Each filter is actioned on the list of order items
  • If there are items that have matched the package - then this package is triggered - it's actions applied - and if this is transactions then they are linked to those order items
  • If there are more order items left - the same package is matched again - and again - until there are no more matching items
  • Once there are no more items to match the system repeats the process with the unmatched items with the next priority package - until there are no Promotions to process
    As the Promotions filter / match events the order the Promotions are attempted to be matched is very important. Consider the following...

2 Promotions :-

  • A : "minimum of 5 events" & "same event" (discount of £20)
  • B : "minimum of 2 events" & "same event" (discount of £5)

...and I have a basket of 5 items.

If package A is first then it matches once (all items) and gives a £20 discount.
If package B is first then it matches twice (2x 2 events) and gives a £10 (£5 + £5) discount.