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3 Holiday Promotions Your Customers Will Love

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Thanksgiving is approaching, and so are two of the biggest shopping days of the year. Black Friday + Cyber Monday = Sales! However, many companies are choosing to extend the bargains past one weekend to incentive early shoppers before the last minute frenzy in December. This webinar reviews promotions you can set up in preparation for the holidays, including:

  • Flat rate shipping discounts to encourage online gift-giving
  • Flash sales for Cyber Monday that target specific products
  • Tiered quantity discounts to motivate customer to buy more!  

 

Create Flat Rate Shipping Discounts  

To put together a shipping discount, please follow these steps:

In the vinSUITE admin panel, expand the Marketing section, then click 'Discounts'. A new Promotion window will pop up. 

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General Tab

1. Name the promotion. The promotion should be named something that is customer friendly, as customers will see the discount during checkout. 

2.  Select who is eligible for this promotion. 

Available To:   
Everyone 

Everyone who visits your website is eligible for this promotion. 

No additional tab will appear in your Promotion window if you select 'Everyone'.

Specific Member Types

Only customers with the chosen Member Types will be eligible for this promotion. 

An additional tab will open, and allow you to select any member types that are eligible for this promotion. 

Note: The Member Types tab will only appear once you click the 'Save' button. 

Specific Club Levels 

Only members with an active Club Membership in the chosen Club Levels will be eligible for this promotion. 

An additional tab will open, and allow you to select any club levels that are eligible for this promotion. 

Note: The Club Levels tab will only appear once you click the 'Save' button. 

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3.  It is optional to add a promo code for this discount.

If  you do not enter a promo code... This discount will automatically apply to all orders that meet the requirements you set.  
If you enter a promo code...

Customers will need to enter the promo code in the special offers section during checkout to obtain this discount. 

Note: Even when the promo code is entered, orders will need to meet the requirements you set to obtain the discount. 

4. Select the Promotion Type.

Promotion Type The discount will apply to:
Promotion on Select Products

Products you individually choose.

A Products tab will open, and allow you to add the products that are eligible for this promotion. 

Promotion on Select Product Categories

Products added to a cart online from a chosen category.

A Categories tab will open, and allow you to select product categories that are eligible for this promotion.

Note: This selection will only apply to  orders that are created on your website, not in the admin panel. This is due to the fact that the admin panel OMS does not recognize differentiated product categories. 

It is also important to make sure that if a product is in multiple categories, all those categories are selected. 

Promotion on Select Product Types

All active products of the chosen Product Types. 

A Product Types tab will open, and allow you to select product types that are eligible for this promotion.

Promotion on Entire Store  All of the active products you have available in your store. 
Promotion on Select Brands

All active products of the chosen Brand. 

A Brands tab will open, and allow you to select brands that are eligible for this promotion.

 

5. Select where you’d like the discount applied. You can choose to apply this discount to Web and OMS Orders or Club Orders.

6. Select a Start Date and an Expiration date for the discount. 

7. If a Promo Code is being used, it is optional to check the Single Use Coupon checkbox.   

Single Use Coupon

 

Every member can use it once

The member must sign in before the promo code applies to their order.

The system will then ensure each member only uses the promo code for one order. 

One coupon code that expires on use by a single customer

Basically a first come - first serve option.

Only the first customer to enter the promo code will get it applied to their order. 

Every customer can use it once 

Any customer, member or not, can use the promo code and apply it to their order. 

The system will then ensure each customer only uses the promo code for one order. 

 

8. Click the 'Save' button. 

 

Type Tab

Complete any of the applicable Product Type tabs that may have opened, including:

  • Products
  • Product Categories
  • Product Types 
  • Brands

Promo_Types.jpg

Click the 'Save' button.  

 

Excludes Tab

Select any products you want to exclude from this promotion. 

 Click the 'Save' button. 

 

Promotion Tab

1. Select where you would like the discount to be applied. 

Products Only  Discount is only applied to Product subtotals.
Shipping Only Discount is only applied to Shipping costs.
Products & Shipping Discount is applied to both product and shipping costs.

 

2. Set the discount amount.

 

Discount

If you choose Percent Off, a percentage will be subtracted from the product/shipping total.

If you choose Dollars Off, a set dollar amount will be subtracted from the product/shipping total.

Fixed Dollars This fixed dollar amount will replace any product/shipping charges on the order. 

 

3. Choose this option if the discount should only apply to the Shipping Type designated as the Lowest Cost Shipping Type. 

Note: The Lowest Cost Shipping Type can be set in the Shipping Types section. When the 'Lowest Cost Shipping Type' toggle is turned "ON," this Shipping Type will be marked as the most inexpensive shipping option on your website. 

When this toggle is switched "ON", this shipping type becomes available for use with other promotions that are restricted to the 'Lowest Cost Shipping Type'.  

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4. It is optional to set a specified range for Order Totals or Total Quantities. Only orders that fall within this range will be eligible for this discount. 

5. Click the 'Save' button.  

 

Coupling Tab

Coupling allows multiple discounts to be applied to a single order.

1. Select any discounts to couple with the new promotion. 

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If an order is eligible for multiple discounts that are not coupled...

Only the largest discount will be applied.

Example: If an order is eligible for a 10% Off discount and 15% Off discount, only the 15% Off discount will apply.  

If an order is eligible for multiple discounts and the discounts are coupled...

All discounts will be applied.

Example: If an order is eligible for a 10% Off discount and 15% Off discount, both discounts will apply for a total of 25% Off.  

 

2. Click the 'Save" button. 

 

Admin Panel Review

 These screens demonstrate the correct settings for a $1 Shipping promotion. 

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Website Examples

Customers apply the promo code at checkout. 

Once the promo code has been applied, the promotion will appear under Applied Discounts. The shipping charge has been changed to $1 and the customer can view the amount of money they saved with this discount.  

 

 

Create Flash Sale for Cyber Monday

For Cyber Monday, you can offer a discount that is only available for one day and only applies to specific products. 

Note: To add text to the Category page, navigate to Products > Product Categories. Edit the appropriate Category and add your new text in the Category Content. 

To create a promotion similar to the example, please follow these steps: 

General Tab

1. Name the promotion appropriately. 

2. Make this discount Available To: Everyone 

3. Enter a promo code that your customers will use. We used WHITEWINES in this example. 

4. Select Type: Promotion on Select Products if you only want this discount to apply to specific products. 

5. Apply To: Web and OMS Orders 

6. Note that the Single Use Coupon checkbox is not selected. By not selecting this checkbox, your customers will be able to use this discount on multiple orders.

7. Make sure the End Date is the same as your Start Date for a one day sale. 

 8. Click the 'Save" button. 

 

Products Tab

1. Add the appropriate products you want this discount to apply towards. 

2. Click the 'Save" button. 

 

Excludes Tab

1. You can skip this tab, as you just specified all the products you want this discount to apply towards.

 

Promotion Tab 

1. This discount should Apply To: Products Only

2. Set the Discount to 10 Percent Off

3. Do not set any perimeters for the price range or quantity range of the order. 

4. Click the 'Save" button. 

 

Coupling Tab

1. Select any promotions you'd like to couple this promotion with.  

2. Click the 'Save" button. 

 

 

Website Example

Customers apply the promo code at checkout. 

Once the promo code has been applied, the promotion will appear under Applied Discounts. The Cyber Monday Flash Sale discount has been applied to the white wines and the customer can view the amount of money they saved with this discount. 

 

Create Tiered Discounts to Motivate More Spending

You can offer larger discounts as a customer spends more! 

Note: To add text to the Category page, navigate to Products > Product Categories. Edit the appropriate Category and add your new text in the Category Content. 

Tiered discounts involve creating two (or more) separate discounts that will apply to different spending levels. To create a promotion similar to the example, please follow these steps: 

Tier 1 Promotion

On the General Tab:

1. Name the promotion appropriately. 

2. Make this discount Available To: Everyone 

3. Select Type: Promotion on Entire Store 

4. Apply To: Web and OMS Orders 

5. Set an appropriate Start and End Date for your promotion.

6. Click the 'Save" button. 

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Skip the Excludes Tab

On the Promotions Tab

1. This discount should Apply To: Products Only

2. Set the Discount to 10 Percent Off

3. Set the price range from $200.00 to $299.99   

4. Click the 'Save" button. 

 

On the Coupling Tab:

1. Select any promotions you'd like to couple this promotion with.  

2. Click the 'Save" button. 

If applicable for this discount, your customer will see this promotion applied during checkout.  

 

Tier 2 Promotion

On the General Tab:

1. Name the promotion appropriately. 

2. Make this discount Available To: Everyone 

3. Select Type: Promotion on Entire Store 

4. Apply To: Web and OMS Orders 

5. Set an appropriate Start and End Date for your promotion.

6. Click the 'Save" button. 

Skip the Excludes Tab

On the Promotions Tab

1. This discount should Apply To: Products Only

2. Set the Discount to 15 Percent Off

3. Set the price range for $300.00 up.   

4. Click the 'Save" button. 

 

On the Coupling Tab:

1. Select any promotions you'd like to couple this promotion with.

2. Click the 'Save" button. 

If applicable for this discount, your customer will see this promotion applied during checkout. Right now, the order total is only $270 so only the 10% Off discount applied to this order. 

Once your customers adds another product, the order total is over $300 so the 15% Off discount is applied to this order.  

 

Best Practices for Better Holidays 

Always test your discounts! 

  • Be sure to set up multiple members in your admin panel for testing
  • Have a least one test member for each club level
  • Log in on your website and place test orders to make sure discounts are applying correctly

What to do if your promotion isn't working

  • Discounts will only be applied if an order meets all the requirements set up in the discount (and they can get pretty specific!)
  • Review each setting in the admin panel for the discount to find out which requirement is not being met.
  • Adjust the discount requirements if necessary

 

If you have any questions about these features or applying discounts, please reach out to our Client Services Team at support@vinsuite.com

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