Special Promotions Pro: Magento Extension by Amasty. User Guide.

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Page 1 Support: http://amasty.com/contacts/ Magento Extension User Guide Official extension page: Special Promotions Pro Special Promotions Pro User Guide: Special Promotions Pro

description

Create personal promotions using customers' account information. Build customer loyalty with specials based on order history. Learn more at http://amasty.com/special-promotions-pro.html

Transcript of Special Promotions Pro: Magento Extension by Amasty. User Guide.

  • 1. Page 1 Support: http://amasty.com/contacts/ Magento Extension User Guide Official extension page: Special Promotions Pro Special Promotions Pro User Guide: Special Promotions Pro

2. Table of contents: 1. Extension settings .... 3 2. The Cheapest and The Most Expensive actions.................. 4 3. Each N-th with Percent Discount action ... 9 4. Each N-th with Fixed Discount action ... 11 5. Rule with Each N-th for Fixed Price action .... 13 6. Each group of N for fixed price action ... 15 7. Each group of N with percent discount action 17 8. Buy X Get Y with Percent Discount action ..... 19 9. Buy X Get Y with Fixed Discount action ..... 22 10. Buy X Get Y for Fixed Price action .. 23 11. All products after N with Percent Discount action ....... 24 12. All products after N with Fixed Discount action . 25 13. All products after N for Fixed Price action .... 26 14. Display of discounts breakdown in the cart .. 29 15. Rules with new actions in admin panel orders ... 30 16. Get $Y discount for each $X spent action ...... 31 17. Conditions on customer data and order history . 33 18. Conditions on order subselection 34 19. Fixed Price for Product Set action....35 20. Percent Discount for Product Set action...37 21. Fixed price for bundle products action ..39 22. Percent discount for bundle products action..41 23. Shopping cart rules grid functionality...43 Page 2 Support: http://amasty.com/contacts/ User Guide: Special Promotions Pro 3. Page 3 To manage the extension settings please go to admin panel -> System -> Configuration -> Special Promotions. Set Skip Items with Special Price to Yes, if you would like coupons and shopping cart price rules not to be applied to products with special price. NOTE: Special price set with Catalog price rules will be skipped as well. Support: http://amasty.com/contacts/ With Show Discount Breakdown set to Yes customers will see the list of all discounts they get with each order (e.g. if several discount rules get applied to an order, they will see how much discount they got with each rule). If you switch Show Product Names in the Breakdown to Yes in addition to the list of all discounts customers will see which discount is applied to which product (e.g. Discount 1: phone , -$50, Discount 2: camera, -$120, etc). 1. Extension settings With Calculate bundle product as simples set to Yes bundle products will be calculated as simple. User Guide: Special Promotions Pro 4. Page 4 Support: http://amasty.com/contacts/ At the Rule Information tab please specify the rule name, status, websites, customer groups, for which the rule is intended and all the information you may need. To create offers based on cheapest and/or most expensive products, please create corresponding shopping cart price rule. For this go to admin panel > Promotions > Shopping Cart Price Rules and click Add New Rule button. 2. The Cheapest and The Most Expensive actions User Guide: Special Promotions Pro 5. Page 5 Support: http://amasty.com/contacts/ Please indicate conditions, if needed (this is optional). 2. The Cheapest and The Most Expensive actions User Guide: Special Promotions Pro 6. Page 6 Support: http://amasty.com/contacts/ You can use all standard Magento conditions with the new actions. If you would like to provide for free or discount items only from a certain category or of a particular brand, etc, please indicate the category, brand, other conditions here. Choose The Cheapest action if you would like to create a rule for cheapest products or The Most Expensive for most expensive ones. You can create as many rules with these actions as needed. 2. The Cheapest and The Most Expensive actions User Guide: Special Promotions Pro 7. Page 7 Support: http://amasty.com/contacts/ Use Discount amount field to indicate discount percent for the cheapest (or most expensive) product. You can either leave it empty or type in 100 to give the cheapest (or the most expensive) item for free. Use Maximum Qty Discount is Applied To field to indicate maximum number of items for which the discount should apply. Leave it blank for no limitations. Use Discount Qty Step (Buy X) field to specify how many products customers need to buy for the rule to take effect. If you indicate 3 like here, that means that from every 3 items purchased customers will get 50% off for the most expensive one. If you leave 0 (zero), customers will get only 1 free item per order (if conditions are met). This rule may be advertised as Buy 3 and get the most expensive product for half the price, buy 6 get 2 most expensive for half the price. Please note that customers will get discount for the items from the categories with ids 8 and 12 only and they will never get discount for more than 2 items as the rule has Maximum qty the discount applied to set to 2. Please see the next page for front end example. 2. The Cheapest and The Most Expensive actions User Guide: Special Promotions Pro 8. Page 8 Support: http://amasty.com/contacts/ Please see example of the rule weve created above. We have three items in the cart and subtotal is over 500. The most expensive product is Sony Notebook, however it does not belong to Cell phones or Cameras category, therefore the 50% discount is applied to the most expensive item from one of these categories Olympus camera. 2. The Cheapest and The Most Expensive actions User Guide: Special Promotions Pro 9. Page 9 Support: http://amasty.com/contacts/ Each N-th with Discount action. With this action you can create promotions like each second (third, fourth, etc) camera for 50% off (30% off or for free). Use Discount Amount field to indicate the discount size. Either leave 0 (zero) or type 100 to give 100% discount. Use Discount Qty Step (Buy X) field to indicate the discount step. If you indicate 2 like here, it means that each second item, that meets the rule conditions, will go with 50% discount. In this case I indicated that the rule should apply only to products from Cameras, Accessories and Digital Cameras categories. 3. Each N-th with Percent Discount action User Guide: Special Promotions Pro 10. Page 10 Support: http://amasty.com/contacts/ The calculation for Each N-th with Discount action works this way: 1. All items that meet the rule are counted and sorted by price from highest to lowest. Lets say you have three items that meet the rule. They cost $50, $70 and $30. The extension will create a list with such order: $70, $50, $30. 2. After that each n-th product from the list is discounted (or made free). So if the rule is set as each second for 50% off, in our case the $50 product will discounted by 50%. As you can see we have two cameras in the cart and the second camera goes with 50% discount, according to the price rule. Heres the example of application of the rule weve created above. 3. Each N-th with Percent Discount action User Guide: Special Promotions Pro 11. Page 11 Support: http://amasty.com/contacts/ 4. Each N-th with Fixed Discount action Each N-th with Fixed Discount action. With this action you can create promotions like each second (third, fourth, etc) camera $50 (100, 200, etc.) off . Use Discount Amount field to indicate the discount size. I defined $70 off for my case. Use Discount Qty Step (Buy X) field to indicate the discount step. If you indicate 3 like here, it means that each third item, that meets the rule conditions, will go with $70 discount. User Guide: Special Promotions Pro 12. Page 12 Support: http://amasty.com/contacts/ The calculation for Each N-th with Discount action works this way: 1. All items that meet the rule are counted and sorted by price from highest to lowest. Lets say you have three items that meet the rule. They cost $50, $70 and $30. The extension will create a list with such order: $70, $50, $30. 2. After that each n-th product from the list is discounted (or made free). So if the rule is set as each third with $70 discount, in our case the $99 product is discounted by $70. As you can see we have three products in the cart and the third of them is $70 off. Heres an example of application of the rule weve created above. 4. Each N-th with Fixed Discount action User Guide: Special Promotions Pro 13. Page 13 Support: http://amasty.com/contacts/ Also with the extension you get a new Each N-th for Fixed Price action. The action lets you discount price of products to a fixed value (considering that the item meets the conditions of the price rule). For example, if you have promotion all contact lenses for $20 or each second pair of jeans for $30, you can create such promotions using this action.Use Discount Amount field to indicate the fixed price. If you indicate 200 here, it means that price of the items, that meet the rule conditions, will be discounted to 200. Please use Maximum Qty Discount is Applied To to specify maximal number of items to which the discount should apply in one order. In this case we indicated that the rule should apply only to products from Cameras, Accessories and Digital Cameras categories. Use Discount Qty Step (Buy X) setting to indicate frequency for Each. If you indicate 1 like here, the rule will be applied to each item that meets the rule conditions. If you specify 2, the rule will be applied to each second item that meets the rule conditions. 5. Rule with Each N-th for Fixed Price action User Guide: Special Promotions Pro 14. Page 14 Support: http://amasty.com/contacts/ We have 2 cameras in the cart, their combined price is $879.99. The discount is $479.99, which means that price of each camera after discount is $200. Please see the example of the rule weve created above. 5. Rule with Each N-th for Fixed Price action User Guide: Special Promotions Pro 15. Page 15 Support: http://amasty.com/contacts/ Use Discount Amount field to set up a special price for the promoted groups of products. 6. Each group of N for fixed price action This action allows creating promotions like Get group of special items for 150$. Use Discount Qty Step (Buy X) to specify the N number. Here we specified 4, which means that the customer will buy 4 products for fixed price. Use conditions section of the Actions tab to specify group for special items by which the discount is triggered. In this case we indicated that group of special items should be from categories with ID 4, 16, 17 (Shirts, Men's Shoes, Women's Shoes). User Guide: Special Promotions Pro 16. Page 16 Support: http://amasty.com/contacts/ As you can see there are 4 items in the cart. Two items from category Shirts, one form category Mens shoes and one from category womens shoes. Subtotal for the whole order is 312.94$, but according to the actions which were created in previous step, we have a fixed price for all 4 items. 6. Each group of N for fixed price action User Guide: Special Promotions Pro 17. Page 17 Support: http://amasty.com/contacts/ Use Discount Amount field to indicate the discount amount for particular set of items. 7. Each group of N with percent discount action This action allows creating promotions like Get group of special items for 150$. Use Discount Qty Step (Buy X) to specify the N number. Here we specified 5, which means that the customer will buy 5 products with 10% discount. Use conditions section of the Actions tab to specify group for special items by which the discount is triggered. In this case we indicated that group of special items should be from categories with ID 4, 16, 17 (Shirts, Men's Shoes, Women's Shoes). User Guide: Special Promotions Pro 18. Page 18 Support: http://amasty.com/contacts/ As you can see there are 5 items in the cart. Two items from category Shirts, one form category Mens shoes and two from category womens shoes. Subtotal for the whole order is $363.89, but according to the actions which were created in previous step, we have a price with percent discount. 7. Each group of N with percent discount action User Guide: Special Promotions Pro 19. Page 19 Support: http://amasty.com/contacts/ Buy X Get Y with Discount action. You can create promotions like buy 3 phones and get a camera with 20% discount. Below weve replicated this rule. Use Discount Amount field to indicate the discount percent. Please see the next page for further explanation on this action. Also you can specify SKUs of the individual products to which the discount should apply (these are Y items as well). If you specify both categories and SKUs like here, the discount will apply to both individual items and to products from the categories. 8. Buy X Get Y with Percent Discount action User Guide: Special Promotions Pro 20. Page 20 Support: http://amasty.com/contacts/ Please use Maximum Qty Discount is Applied To to specify maximal number of items to which the discount should apply in one order. Use Discount Qty Step (Buy X) setting to indicate the number of X items. If you specify 3 like here, it means that a customer will have to buy 3 X items to get 20% discount for one Y item. Note: if you specify 0 (zero) in this field then a client will get the discount only for one of several Y items in the cart. Use conditions section of the Actions tab to specify X items, by which the discount is triggered. In this case we indicated that X items should be from category with ID 8 (Cell Phones). Please be aware that X items and Y items should not meet each other conditions. Use Promo Categories setting indicate to which categories the discounted items (Y items) should belong. 8. Buy X Get Y with Percent Discount action User Guide: Special Promotions Pro 21. Page 21 Support: http://amasty.com/contacts/ Lets see how the rule works. There are 3 phones in the cart and 2 cameras. Only one camera gets the 20% discount as it should according to the rule limitations. 8. Buy X Get Y with Percent Discount action User Guide: Special Promotions Pro 22. Page 22 Support: http://amasty.com/contacts/ 9. Buy X Get Y with Fixed Discount action Buy X Get Y with Fixed Discount action. You can create promotions like buy 3 phones and get a camera $50 off.Use Discount Amount field to indicate the discount amount. Use Promo Categories setting to indicate to which categories the discounted items (Y items) should belong. Also you can specify SKUs of the individual products to which the discount should apply (these are Y items as well). If you specify both categories and SKUs like here, the discount will apply to both individual items and to products from the categories. Use conditions section of the Actions tab to specify X items, by which the discount is triggered. In this case we indicated that X items should be from category with ID 8 (Cell Phones). Please be aware that X items and Y items cant be the same products. User Guide: Special Promotions Pro 23. Page 23 Support: http://amasty.com/contacts/ The only difference of Buy X Get Y for Fixed Price action from Buy X Get Y with Discount action is that instead of percent discount products are discounted to a fixed amount. By this rule if a customer buys three phones, he or she can buy any camera for just $200. Use Discount Amount field to indicate the amount to which Y products should be discounted. If you specify 200 like here, the Y products will cost 200 after the discount rule gets applied. 10. Buy X Get Y for Fixed Price action IMPORTANT. Please be aware that Buy X Get Y for Fixed Price and Buy X Get Y with Discount actions work only with simple and configurable products. User Guide: Special Promotions Pro 24. Page 24 Support: http://amasty.com/contacts/ Use Discount Amount field to indicate the discount percent. 11. All products after N with Percent Discount action All products after N with Discount action works on analogy with All products after N for Fixed Price. Only in this case customers get percent discount instead of fixed price. With this setup customers would have to buy 3 items for the full price. They get 20% discount for additional items. The discount is limited to two items, so not more than 2 items will be discounted by 20%. User Guide: Special Promotions Pro 25. Page 25 Support: http://amasty.com/contacts/ Use Discount Amount field to indicate the fixed discount amount. 12. All products after N with Fixed Discount action All products after N with Fixed Discount action works on analogy with All products after N with Percent Discount. Only in this case customers get fixed discount amount (e.g. $70) instead of percent discount like 30%. User Guide: Special Promotions Pro 26. Page 26 Support: http://amasty.com/contacts/ Use Discount Amount field to indicate the amount to which products after N should be discounted. If you specify 100 like here, all products which exceed the N number will cost 100 after the discount rule gets applied. 13. All products after N for Fixed Price action With this action you can create promotions like buy 4 products for full price and get each additional product for $100. Or Buy 5 shirts for full price and get each additional one for $20 Use Discount Qty Step (Buy X) to specify the N number. Here we specified 4, which means that the customer will buy 4 most expensive products for full price and all additional products for the fixed price $100. Please see the next page for further explanation on this action. User Guide: Special Promotions Pro 27. Page 27 Support: http://amasty.com/contacts/ Please use Maximum Qty Discount is Applied To to specify maximal number of items to which the discount should apply in one order. If you specify 3 like here, I means that the customer will get not more than 3 products for the fixed price of $100. 13. All products after N for Fixed Price action User Guide: Special Promotions Pro 28. Page 28 Support: http://amasty.com/contacts/ As you can see there are six items in the cart. Two cheapest items (Ottoman and BlackBerry 8100 Pearl) are for $100 according to the discount rule. 13. All products after N for Fixed Price action User Guide: Special Promotions Pro 29. Page 29 Support: http://amasty.com/contacts/ In configuration section of the extension you can enable display of discount breakdown. So customers will be able to see what discounts they are getting with each particular order. Also if you enable display of products in the breakdown, customers will see which products are discounted. Rule labels (filled in at the Labels tab of the shopping cart price rule in admin panel) are displayed in this block. In this case Buy any phone for $100 and each 2nd camera for 50% are labels of the corresponding rules. 14. Display of discounts breakdown in the cart User Guide: Special Promotions Pro 30. Page 30 Support: http://amasty.com/contacts/ Rules with new discount actions work for orders in admin panel as well. As you can see at this screenshot, Buy any phone for $100 and each 2nd camera for 50% rules got applied correctly for order placed via admin panel. 15. Rules with new actions in admin panel orders User Guide: Special Promotions Pro 31. Page 31 Support: http://amasty.com/contacts/ 16. Get $Y discount for each $X spent action This action allows creating promotions like Get $50 discount for each $300 spent. Use Discount Amount field to set up a discount which will customer have for each total spent. Use Discount Qty Step (Buy X) to specify the X number. Here we specified 300, which means that the customer will take a $50 discount for each $300 spent. User Guide: Special Promotions Pro 32. Page 32 Support: http://amasty.com/contacts/ For the whole order is 337.93$, but according to the actions which was created in previous step, customer will have a 50$ discount for the order, because the cart subtotal is more that 300. 16. Get $Y discount for each $X spent action User Guide: Special Promotions Pro 33. Page 33 You can specify either complete email or just email domain if want all customers with certain email domain to receive a discount (in such case you will need to use contains operator instead of is). You can specify similar masks for first name and last name. The extension adds a number of new conditions to the Conditions tab: - Based on customers personal data such as email, first name, last name, date of birth, gender and ID. - Based on customers order history, such as number of completed orders and total amount previously spent at the store. - Orders subselection to define average order value, total sales amount and number of placed orders with additional condition based on sttaus of order ( complete, etc.) and period after order was placed. 17. Conditions on customer data and order history User Guide: Special Promotions Pro Support: http://amasty.com/contacts/ 34. Page 34 With Orders Subselection you can adjust conditions based on order value and amount more accurately. You can define: - Average order value - Total sales amount - Number of placed orders For each of these conditions you can define additional conditions: - Order status (cancelled, complete, etc.) - Period after order was placed 18. Conditions on order subselection How it works? Lets say the customer created a number of orders which were later cancelled. With these functionality its easy to count only complete orders to give a discount for a customer. User Guide: Special Promotions Pro Support: http://amasty.com/contacts/ 35. Page 35 Support: http://amasty.com/contacts/ This action enables you to offer a fixed price for a particular product set. Specify the categories to which the rule should be applied. Note: you shouldnt apply both Promo Categories and Promo Items at the same time. In this field specify the fixed price for the product set. 19. Fixed Price for a Product Set action User Guide: Special Promotions Pro 36. Page 36 Support: http://amasty.com/contacts/ The items weve added to cart meet the conditions weve specified in the Actions tab (see previous step), therefore the product set costs a fixed price $300 instead of $449. 19. Fixed Price for a Product Set action User Guide: Special Promotions Pro 37. Support: http://amasty.com/contacts/ Page 37 This action enables you offering a percent discount for a particular product set. 20. Percent Discount for product set action Specify the SKU of the promo items to which the rule should be applied. Specify the discount amount in this field. You can use Promo Categories instead of Promo Items. Note: you shouldnt apply both Promo Categories and Promo Items at the same time. User Guide: Special Promotions Pro 38. Support: http://amasty.com/contacts/ Page 38 Weve added to cart particular products listed in the rule actions (see previous step), thus a 25% discount is applied to the whole product set. 20. Percent Discount for product set action User Guide: Special Promotions Pro 39. Support: http://amasty.com/contacts/ Page 39 Create a new rule and choose Fixed amount discount for this field. Specify bundle products to which you want to apply the rule. 21. Fixed discount for bundle products action User Guide: Special Promotions Pro 40. Support: http://amasty.com/contacts/ Page 40 You can see that a customer get fixed amount discount equal 100$ (as we set up on previous page) for the bundle product. 21. Fixed discount for bundle products action User Guide: Special Promotions Pro 41. Support: http://amasty.com/contacts/ Page 41 22. Percent discount for bundle products action Create a new rule and choose the type of discount you want to apply. Specify bundle products to which you want to apply the rule. User Guide: Special Promotions Pro 42. Support: http://amasty.com/contacts/ Page 42 See the example of the percent discount applied to a bundle product. 22. Percent discount for bundle products action User Guide: Special Promotions Pro 43. Page 43 With the extension you get several new columns at the shopping cart price rules grid (admin panel -> Promotions -> Shopping Cart Price Rules): Action (shows the action chosen for the rule), Discount (shows the discount amount for the rule), Stop (whether to stop rules processing after this rule). It adds Actions dropdown to the grid. You can apply the actions both to single and to multiple rules right on the grid (explained in more detail further on). Also theres new Duplicate action, with the help of which you can duplicate individual rules. It can be very useful when you have several similar rules, this way you will use the first rule as a template, which will save you a lot of time with complex rules. User Guide: Special Promotions Support: http://amasty.com/contacts/ 23. Shopping cart rules grid functionality 44. Page 44 Once you click the Duplicate action link, you will get to the page of the duplicate rule, where you will be able to make the necessary edits and save the new rule. User Guide: Special Promotions Support: http://amasty.com/contacts/ 23. Shopping cart rules grid functionality 45. Page 45 Activate action lets you activate any number of price rules. Just pick the rules and click Submit button next to the Actions dropdown. Deactivate action on the opposite enables you to deactivate shopping cart price rule. To make it work please take the same steps as with the Activate action. User Guide: Special Promotions Support: http://amasty.com/contacts/ 23. Shopping cart rules grid functionality 46. Page 46 Top Priority action lets you raise priority of any price rule (or a number of rules) to the top. If you had some rules with 0 (zero) priority before applying the action, these rules would get downgraded. Lowest Priority action vice versa will help you quickly downgrade rules to the lowest priority. User Guide: Special Promotions Support: http://amasty.com/contacts/ 23. Shopping cart rules grid functionality 47. Page 47 Delete action lets you get rid of unnecessary price rules. It can be used for quick deleting of test/demo rules , rules that were created by mistake or the ones you just dont need anymore. User Guide: Special Promotions Support: http://amasty.com/contacts/ 23. Shopping cart rules grid functionality 48. Thank you! Should you have any questions or feature suggestions, please contact us at Support: http://amasty.com/contacts/ Your feedback is absolutely welcome! Page 48 Support: http://amasty.com/contacts/ User Guide: Special Promotions Pro