Promotion module

Promotion entities import / export

Screenshot_2020-04-29_at_19.12.41.png Getting started

In this article, you can find information about the entities import / export, which allows admin panel users to export already prepared promotion conditions, actions, or rules and import them on different Yves-Rocher websites or environments. The export extracts the selected promotions "as is", which means they export them without the ability to modify them on the computer and the downloaded .zip file can only be imported. Whenever the user exports the promotion rule the entities functionality automatically exports all conditions and actions used in the selected rule.

info2.svg  RememberYou can find more about the promotion module in the Promotion module introduction article. More detailed description of conditions, action and rules can be found in their respective articles: Conditions, Actions and Rules.

Table of contents:

  1. Exporting entities
  2. Importing entities

 

 

Screenshot_2020-04-29_at_19.12.41.png Exporting entities

Promotion conditions, actions, and rules can be exported in their respective tabs while editing them. It is possible to export multiple promotions at once, and by exporting the promotional rules all conditions and actions that are active in them are also automatically exported, so whenever a rule is exported there is no need to manually add the used in this rule actions and conditions.

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Visualization of the export button in the rule edition view

By clicking the button Add to export (1) you add this promotion part to the export stash (2).

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Visualization of the export stash

In the export stash, you can see all added entities with an option to clear the list or export them. By clicking the Export button the entities will be available to download.

info2.svg  RememberThe export stash holds all the added entities even after exporting them. You can clear the stash by selecting the clear button, or it will get cleared itself whenever the browser is closed.

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Visualization of the entities export

The exported .zip file shouldn't be unpacked or modified, as it contains all the necessary information for our system to reproduce these conditions, actions, and promotions whenever they are imported.

 

 

Screenshot_2020-04-29_at_19.12.41.png Importing entities

With a ready exported .zip file with entities, we are able to import it to any environment and country. This process consists of three steps:

  1. Select file - Selection of a .zip file with entities
  2. Data mapping - mapping entities to the existing promotions or creating new ones
  3. Import - importing the entities and viewing the report.

This is done in:

Import / Export > Import / entities

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Visualization of the import / entities tab

In the import entities tab, we have to choose the previously downloaded .zip file with promotions and then select the import file button. This will proceed with the import process to the second step, which is data mapping.

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Visualization of the data mapping step

In the data mapping step, there are listed all conditions, actions, and rules that are imported into a selected environment. In this step you can find the following columns:

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Visualization of the search functionality

With all entities verified, we can proceed to the third step by selecting the Accept mapping & import file.

caution.svg  Warning  Please verify thoroughly the mapping process, as it is not possible to revert the overwritten mapped conditions / actions / rules. 

In the last, third step - Import we can see the result of the entity import.

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Visualization of the import step

In this step we can see a table with three columns:

If there are any unexpected errors while importing an entity please contact the Tau Ceti helpdesk
at helpdesk@tauceti.email.

Examples of popular promotions

Screenshot_2020-04-29_at_19.12.41.png Getting started

In this article, you will find an example of the promotions that are used most frequently on multiple Yves Rocher websites. This article will only show you possible combinations of conditions and actions without the details, of how to create such promotions. You can find articles about condition, action, and rule creation with all their possibilities in the following articles:

Table of contents:

  1. Gift of choice after set cart value is exceeded
  2. Discount on 2 most expensive products when discount code is added to the cart
  3. Free delivery over set cart value
  4. Two products for one when selected products are in the cart
  5. Third product from the list for free when selected discount code is used
  6. Additional FIDEN2 loyalty points when customer exceeds set cart value

 

 

Screenshot_2020-04-29_at_19.12.41.png Gift of choice after set cart value is exceeded

Gift of choice is a list of gifts that customers can choose from. In this example, the customer will be able to do that after his cart value is over 290Kc

To create such a promotion, you have to create an Order Value condition. In this example, we used the following JSON:

{"prices":"promotion","include_payed_gifts":"TRUE","use_default_excluded_list":"FALSE","consider_discounts":"TRUE"}

Additionally, you have to create a Gift of choice action with example JSON:

{"sku_list": ["F31623","F94615","F01989","250PT","NOGIFT"],"min_cart_value_for_description":"290"}

For a promotion to work, you have to assign the above condition and action to the rule.

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Visualization of the rule configuration of the promotion.

For an Order value condition to activate above 290Kc, we have to set the logic operator to >= (1) and the value to 290 (2). The action doesn't require any operator, or value, as it doesn't use any parameters except the ones written in the JSON.

Below, you can see how a customer sees the Gift of choice (3) promotion, whenever he has more than 290Kc of products in his cart.

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Visualization of the gift of choice promotion on the website

 

 

 

Screenshot_2020-04-29_at_19.12.41.png Discount on 2 most expensive products when discount code is added to the cart

One of the most common promotion types uses discount codes as a condition with various actions. In this case, when the customer types the discount code to the cart, his two most expensive products will get discounted by -40%.

Such promotion uses the Discount code in cart condition. This condition doesn't use any parameters.

To discount the most expensive products in the cart, we have to create a discount most expensive product action. In this example, we will use the following JSON parameters:

{"type":"percentage","prices":"catalog","exclude_products":["green_point_flag"],"quantity_limit":"2"}

For a promotion to work, you have to assign the above condition and action to the rule.

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Visualization of the rule configuration of the promotion.

For a Discount code in cart condition to activate, we have to set the logic operator to = (1) and value to desired promotion code (2) - in this case, we will use MAILING11_22points one. In the action field, we have to specify the percentage discount customers will receive on the two most expensive products, as the type parameter in the action is set to percentage. In this example, we set it to 40 (3).

Below you can see how the customer can see this discount in his cart (4).

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Visualization of the applied promotion

 

 

 

Screenshot_2020-04-29_at_19.12.41.png Free delivery over set cart value

One of the most common promotions in the e-commerce platforms is free delivery. In TauCeti panel, we can set it up in two different ways:

  1. Changing the price range for set delivery methods in Altshops > delivery costs / list
  2. Creating a promotion with a free delivery action

The first method can be read about in the Delivery costs / list - browsing and managing delivery costs article.

The second method requires creating a rule that contains a selected condition and a free delivery rule. In this example, we will use an order value condition with JSON parameters:

{"prices":"promotion","consider_discounts":"TRUE","exclude_products":["green_point_flag"]}

For an action, we have to create a new action with a Free delivery type. This action type doesn't require any JSON parameters.

For a promotion to work, you have to assign the above condition and action to the rule.

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Visualization of the rule configuration of the promotion.

For an Order value condition to activate above, for example, 499Kc, we have to set the logic operator to >= (1) and value to 499 (2). Free delivery action doesn't require any operator, or value, as it doesn't use any parameters except the ones written in the JSON.

Below, you can see how customers can see this discount in their cart (3).

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Visualization of the applied promotion

 

 

Screenshot_2020-04-29_at_19.12.41.png Two products for one when selected products are in the cart

One of the most often promotions used are two for one promotions. Such promotion can be easily configured using the two products for one action.

In this example, the promotion will work only when selected products are in the cart. For this, we need to create a condition with check if SKU(s) exist condition type. We are using the following JSON:

{"sku":["55794","55665","55692","55751","55724","81503"],"required_quantity":"2","consider_quantity":"TRUE"}

For an action, we have to create a two products for one action with the following JSON:

{"allowed_products":["55794","55665","55692","55751","55724","81503"]}

In order for a promotion to work, you have to assign the above condition and action to the rule.

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Visualization of the rule configuration of the promotion.

For a check if SKU(s) exist condition, we have to set the logic operator to = (1) and value to TRUE (2). Two products for one action doesn't require any operator, or value, as it doesn't use any parameters except the ones written in the JSON.

Below, you can see how customers can see this discount in their cart (4).

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Visualization of the applied promotion

 

 

Screenshot_2020-04-29_at_19.12.41.png Third product from the list for free when selected discount code is used

This promotion allows customers to select three products from the list and one of them (usually the cheapest one) will be for free. In order to activate such promotion customers will be required to apply a discount code in the cart.

For conditions, we need a simple Discount code in cart condition. This condition doesn't use any parameters.

In order for promotion to apply 3rd product for free to a certain list of products we need a Set of products action. Set of products can be used in various different ways according to their parameters. In the case of this promotion, we need the action with the following JSON parameters:

{"allow_same_sku":"TRUE","allowed_products":["55794","55665","55692","55751","55724","81503"],"set_size":3}

In order for a promotion to work, you have to assign the above condition and action to the rule.

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Visualization of the rule configuration of the promotion.

For a Discount code in cart condition to activate, we have to set the logic operator to = (1) and value to desired promotion code (2) - in this case, we will use Discountcode one. In the action field, we only have to specify a newly created action, as it doesn't require additional values.

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Visualization of the applied promotion

 

 

Screenshot_2020-04-29_at_19.12.41.png Additional FIDEN2 loyalty points when customer exceeds set cart value

Sometimes it is a good idea to reward customers with more FIDEN2 points whenever they spend more money on their order. In this case, it is possible to use a promotion module to automatically apply such promotion.

For this type of promotion, we require a condition that will activate an action whenever the cart value exceeds the set price point. For this, we can use Order value condition with the following JSON parameters:

{"prices":"promotion","consider_discounts":"TRUE","exclude_products":["green_point_flag"]}

In the above case promotion price of products and other promotional discounts will be counted.

For an Action, we have to use Add or multiply loyality points action. This action requires to set if we want to add or multiply by percentage the loyalty points, so we can do that like in the example below:

{"type":"amount"}

In this case, we will add a set amount of additional FIDEN2 points to the customer.

For a promotion to work, you have to assign the above condition and action to the rule.

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Visualization of the rule configuration of the promotion.

For an Order value condition to activate above, for example 499Kc, we have to set the logic operator to >= (1) and value to 499 (2). Add or multiply loyality points action requires to specify the amount of points we want to add to the order. In our case as the action is set to the amount of points if we type for example 500 points, the customer will receive additional 500 FIDEN2 points with their order.

FIDEN2

Screenshot_2020-04-29_at_19.12.41.png Getting started

FIDEN2 is a loyalty point system, where customers can earn FIDEN2 points by purchasing products on the e-commerce platform, reviewing products, or using configurated promotions. With enough FIDEN2 points customers are able to use them to receive a one-per-order FIDEN2 voucher (1), which discounts one, selected product in the cart by a selected amount (2). When the customer has more than one of the selected products in the cart the price of the products will be reduced by the selected amount.

FIDEN2 works additionally in retail stores using physical loyalty cards thanks to the JANTAR and WINSHOP integrations, so customers are able to gain FIDEN2 points by purchasing products in the stores locally.

FIDEN2 is a system that works with four separate databases to ensure correct data flow:

All above mentioned systems work together, so we ensure that the FIDEN2 system is omnichannel, which allows customers to have multiple retail and e-commerce FIDEN2 cards and all of them will be assigned to certain customer and have the same amount of points.

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Visualization of the FIDEN2 location in the cart (desktop)
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Visualization of the FIDEN2 location in the cart (mobile)
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Visualization of the adding of the discount through FIDEN2 functionality (desktop)
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Visualization of the adding of the discount through FIDEN2 functionality (mobile)

 

Table of contents:

  1. FIDEN2 system settings
    1. General
    2. Loyalty Points
    3. Webservices
    4. Balance operations export
    5. Free cards
    6. Vouchers
    7. Notifications
    8. ISAM file export
    9. FIDEN2 functions
    10. FIDEN2 loyalty card registration
    11. Card Balance Checking
    12. JANTAR API parameters
    13. ISAM Parameters
  2. FIDEN2 Card management
    1. FIDEN2 search card
    2. FIDEN2 change balance
    3. FIDEN2 automatic balance operations
    4. FIDEN2 assign card
    5. FIDEN2 / Card initialize
  3. FIDEN2 import and export operations
    1. Import points
    2. Export cards
  4. FIDEN2 report
  5. Configuring the FIDEN2 promotion

 

 

Screenshot_2020-04-29_at_19.12.41.png FIDEN2 system settings

All necessary tabs to configure the FIDEN2 functionality can be found in

System > System / Settings > FIDEN2 (1)

In the FIDEN2 tab, you can find the necessary settings (2). Each of them and their options are described in the chapters below.

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Visualization of the FIDEN2 tab in System / settings

General

In the general tab, you can find general functions described below

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Visualization of the General tab

Loyality Points

In the Loyalty Points tab, you can set values connected to loyalty points and their earnings.

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Visualization of the Loyalty points tab

Webservices

In the webservices tab, you are able to change the WSDL URL.

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Visualization of the Webservices tab

Balance operations export

In the Balance operations export, you can change the operations settings described below

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Visualization of the Balance operations export tab

Free cards

In the Free cards tab, you can set the following option:

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Visualization of the Free cards tab

Vouchers

In the Vouchers tab, you are able to configure the values and cost of the FIDEN2 promotion.

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Visualization of the Vouchers tab

Example of the JSON:

[{"name":"150Kč","value":150.00,"points_cost":2000,"description":"Věrnostní kupon"},{"name":"400Kč","value":400.00,"points_cost":4000,"description":"Věrnostní kupon"},{"name":"700Kč","value":700.00,"points_cost":6000,"description":"Věrnostní kupon"}]

Notifications

The notifications tab allows configuring if customers should receive notifications regarding their FIDEN2 card.

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Visualization of the Notifications tab

ISAM file export

The ISAM file export settings allow configuring the following option:

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Visualization of the ISAM file export tab

FIDEN2 functions

In the FIDEN2 functions tab, you can set up the basic FIDEN2 functionalities described below

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Visualization of the FIDEN2 functions tab

FIDEN2 loyalty card registration

In the FIDEN2 loyalty card registration, you can turn ON/OFF an option for customers that will allow them to assign their retail FIDEN2 cards to their newly created accounts during the registration process in the mobile app.

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Visualization of the FIDEN2 loyalty card registration tab

In this tab you can set up the following options:

 

Card Balance Checking

In the card balance checking, you can change the following option:

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Visualization of the Card balance checking tab

JANTAR API parameters

In the JANTAR API parameters, you can set up the following options:

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Visualization of the JANTAR API parameters tab

ISAM Parameters

In the ISAM parameters, you can set up the following options:

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Visualization of the ISAM parameters tab

 

 

Screenshot_2020-04-29_at_19.12.41.png FIDEN2 Card management

Customers cards can be verified, and their balance can be changed in the admin panel. Whole card management is located in the Customers tab (1).

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Visualization of the FIDEN2 card management location

FIDEN2 search card

You are able to search for a card by its number in the FIDEN2 / Search card tab, which is located in:

Customers > FIDEN2 / Search card

Below you will find all possible fields in the FIDEN2 / Search card tab.

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Visualization of the FIDEN2 / search card page

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Visualization of the operations tab

 

FIDEN2 change balance

You are able to manually change certain card balances in:

Customers > FIDEN2 / Change card balance

Below you will find all possible fields in the FIDEN2 / Change card balance tab.

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Visualization of the FIDEN2 / Change card balance page

With all fields filled you are able to confirm the operation using the Save points operation button.

 

FIDEN2 automatic balance operations

Automatic balance operations contain all FIDEN2 automatic operations, like points gained because of the newly created order. You can access FIDEN2 automatic balance operations in:

Customers > FIDEN2 / Automatic balance operations.

Below you will find a description of all visible fields.

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Visualization of the automatic balance operations page

 

FIDEN2 assign card

You are able to assign created FIDEN2 cards to selected customers in

Customers > FIDEN2 / Assign card

Below you will find a description of all visible fields.

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Visualization of the FIDEN2 / assign card page

With both fields filled you can assign the selected FIDEN2 card to the selected customer by pressing the "I confirm data validity" button.

 

FIDEN2 / Card initialize

You are able to initialize a new FIDEN2 card number in the

Customers > FIDEN2 / Card initialize

Below you will find a description of all visible fields.

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Visualization of the FIDEN2 / card initialize page

With a valid card number entered that isn't yet initiated you can create a new e-commerce FIDEN2 card using the Create card button.

 

 

Screenshot_2020-04-29_at_19.12.41.png FIDEN2 import and export operations

Import points

You are able to import FIDEN2 points using the .xlsx file to the selected cards

You will find FIDEN2 points import in the:

Import/Export > Import / FIDEN2 points

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Visualization of the FIDEN2 / card initialize page

In this tab you will find fields:

With all necessary fields filled, you can import the FIDEN2 points using the import file button

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Visualization of the FIDEN2 points import file

 

Export cards

You are able to export all FIDEN2 cards to the .csv file in the:

Import/Export > Export / FIDEN2 cards

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Visualization of the FIDEN2 / card initialize page

In the Export / FIDEN2 cards you can select a card type, and export all the cards with a selected type to the .csv file using the Export button.

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Visualization of the FIDEN2 / card initialize page

The exported .csv file contains:

 

 

Screenshot_2020-04-29_at_19.12.41.png FIDEN2 report

FIDEN2 system has its own report, where you can see statistics about the voucher and points.

You can find FIDEN 2 report in the:

Reports > FIDEN2

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Visualization of the FIDEN2 / card initialize page

In the FIDEN2 report you can find four tabs:

 

 

Screenshot_2020-04-29_at_19.12.41.png Configuring the FIDEN2 promotion

In order for a FIDEN2 system to work properly on the front end for the customers the target environment has to have configured promotion rule.

info2.svg  RememberYou can find more information about the promotional module and how to configure promotions in the Promotion module introduction article.

To create a FIDEN2 promotion first you have to create a FIDEN2 condition. Condition name and description can be set to whatever fits the user as it's not visible on the front end. You can learn more about promotion module conditions in the Conditions article.

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Visualization of the FIDEN2 condition

FIDEN2 condition has to be set to type Voucher in the cart. Parameters can be left empty, as FIDEN2 parameter is a default one.

With the created condition, we have to create an action for a FIDEN2 promotion. Action name can be set to whatever fits the user as it's not visible on the front end. You can learn more about promotion module actions in the Actions article.

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Visualization of the FIDEN2 action

In the FIDEN2 action we have to set the type of action to Apply voucher discount. Here you can configure parameters according to your needs. Available parameters are:

With created condition and action we can make them work together by creating a new rule. You can learn more about creating promotion module rules in the Rules article.

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Visualization of the FIDEN2 rule

In the FIDEN2 rule, you have to set Start date and End date within a broad range of dates, so the promotion doesn't expire anytime soon. Please remember to also be in the Alt shops list to enable the rule in all desired altshops, which customers have access to.

It is important to set Sort order to 0, so the FIDEN2 discount will be calculated and applied before any other promotion in the system. FIDEN2 is the only promotion type that can have sort order set to 0.

In the Conditions tab select your created FIDEN2 condition and set it to = TRUE, then in the actions tab select your FIDEN2 action, which doesn't take any other input.

With a properly configured rule, you can save it using the "Save" button, and the promotion rule should work right away on an e-commerce platform allowing users to use their FIDEN2 points on products in the cart.

Discount codes

Screenshot_2020-04-29_at_19.12.41.png Getting started

In this article, you will learn about the discount codes. Discount codes are codes that are used by the customers in the cart on the website (1) in order to get benefits from the configured promotional rules. We distinguish two types of discount codes:

  1. Main code - a custom-made code created by the administrator with unlimited amount of uses (unless specified otherwise in the promotional rule).
  2. Personal code - a code assigned inside the main code with one time use. When the main code has assigned at least one personal code, the main code itself doesn't work, and only the personal codes can be distributed among customers for it to work.

info2.svg  RememberImported discount codes that were imported without assigning them to the main codes are added to the public personal code pool, which can be used to add personal codes to the selected main codes. You can check the current amount of public personal codes in the Reports > personal discount codes. You can find more about assigning public personal codes in the Personal codes chapter.

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Visualization of discount code field in the cart

All possible operations to perform on the Discount codes / list view can be done in the Filters (2), and Discount codes / list (3) tabs.

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Visualization of the discount code / list

Table of contents:

  1. Filters section
  2. Discount codes / list
  3. Creating a new discount code
  4. Personal codes
    1. Generating new personal codes
    2. Importing of the personal codes
  5. Discount codes cart translations

 

 

Screenshot_2020-04-29_at_19.12.41.png Filters section

The Filters section allows sorting of the discount codes in the promotion module, based on the available filters. Below you will find a description of available filters

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Visualization of the filters tab in the discount codes / list module

After defining the above filters, select the Apply Filters button to get a list of sites according to the applied filters.  

 

 

Screenshot_2020-04-29_at_19.12.41.png Discount codes / list

The Discount codes / list section allows organizing the filtered discount codes, edit them and create new ones, delete them, and search for the discount codes.

Below you will find a description of all possible actions you can perform in the discount codes / list section.

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      Visualization of the discount codes / list section in the discount codes / list

 

 

Screenshot_2020-04-29_at_19.12.41.png Creating a new discount code

Add button allows users to create a new main code. During the creation of the main code, you won't have access to the Personal codes tab (1). This tab can be only accessed while editing the main code. You can read more about personal codes in the Personal codes chapter

Below, you will find a description of all possible fields that can be edited while creating a new main code.

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Visualization of the adding of the featured products list

info2.svg  RememberISAM is an external system that manages customer personal data used in the FIDEN2 system, and connects customers to the cards according to their customer data on the TauCeti platform. You can find more information about FIDEN2 functionality in FIDEN2 article.

With all necessary fields filled, you can save the changes using the save button.

 

 

Screenshot_2020-04-29_at_19.12.41.png Personal codes

Personal codes are codes assigned inside the main code with one time use. When the main code has assigned at least one personal code, the main code itself doesn't work, and only the personal codes can be distributed among customers for it to work.

Below you will find a description of all possible actions you can perform in the personal codes section and available fields.

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Visualization of the adding of the featured products list

In the Assign new personal code tab we can find information about main code how many personal codes are assigned to it, how many are reserved by the customers and how many of them are used. Except that we can assign personal codes from the public personal code pool by typing the quantity (1), which we want to assign and press the Assign button (2).

In the Personal codes (main code) tab, you can find:

 

Generating new personal codes

In the Generator / discount codes module, you are able to generate personal codes and download them in the .txt file.
Personal codes can be generated in a high volume in
Import / export > Generator / discount codes

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Visualization of the personal code generator

In this tab, you can select:

(1) Personal codes number - Number of generated personal codes.

With all fields filled, you can generate the codes by pressing the Generate and export button (4). You will be able to download the .txt file with all the codes in it. These codes can be imported to the public pool of the codes, or to the specific main code. More about importing of the personal codes can be found in the Importing of the personal codes chapter.

 

Importing of the personal codes

Generated personal codes, located in the .txt file can be imported to the public pool of personal codes, or to the selected main code. You can import personal codes in the:

Import / export > Import / discount codes

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Visualization of the personal code import

In the import / discount codes section, you can:

By pressing the Import file button (4), you will import the .txt file.

 

 

Screenshot_2020-04-29_at_19.12.41.png Discount codes cart translations

When customers adds, or tries to add a discount code to the cart he will see one of the pop-ups with a message adequate to current promotion or discount code state. The content of these pop-ups can be set in the:

System > Translations / list

info2.svg  RememberYou can learn more about translations in the [UNDER CONSTRUCTION] article.

Currently, there are four pop-up messages that customer will be able to see in the cart:

  1. Correct discount code - This pop-up will appear when promotion is active, has correct start and end dates and not used personal code. This message can be found under phrase Discount code added to cart
    POWERPNT_B7GVZfhPK9.png
    Visualization of the correct discount code message
  2.  Incorrect discount code - This pop-up occurs as the promotion is not active, has a start date in the future or is inactive in the selected altshop. This message can be found under phrase Improper discount code removed from cart
    POWERPNT_dVV2h3xsFZ.png
    Visualization of the incorrect discount code message
  3. Inactive discount code - It occurs as the end date of the promotion is in the past, so promotion is no longer valid. This message can be found under phrase Promotion with this discount code is no longer valid
    POWERPNT_d6YCfm5ujJ.png
    Visualization of the inactive discount code message
  4. Used personal code - This message occurs as the given personal code has already been used and the promotion is still active. This message can be found under phrase You provided improper discount code
    POWERPNT_26ZrGWJN6Z.png
    Visualization of the used personal code message

 

 

 

Promotion pages

Screenshot_2020-04-29_at_19.12.41.png Getting started

Promotion pages are easy to make and maintain pages with a list of products, where customers are able to select the desired products and add them separately to the cart on the website.

Promotion pages are usually created in order to hold categories of products that have discounts assigned in the Products / list - browsing and managing products in altshop module.

info2.svg  RememberYou can learn about the promotion module in the Promotion module introduction article.

info2.svg  RememberIn order for the promotion page to be visible on the website, it needs to be activated in the desired altshops. You can find more about activating the promotion pages in the Promotion pages / list - browsing and managing promotion pages in altshop module article

POWERPNT_7CndCRysHV.png
   Visualization of the promotion page (desktop view)
POWERPNT_LMNvFDedhV.png
   Visualization of the promotion page (mobile view)

To open the Promotion pages / list view, in the admin panel, navigate to:

Promotions > Promotion pages / list.

In the Actions / list view, we can find two tabs: Filters (1) and Actions / list (2)

POWERPNT_UZ7T5k2JuN.png
   Visualization of the promotion pages / list section in the administrator panel

Table of contents:

  1. Filters section
  2. Promotion pages / list section
  3. Adding a new promotion page
  4. Editing of a promotion page
  5. Assigning the CMS block to the promotion page

 

 

Screenshot_2020-04-29_at_19.12.41.png Filters section

The Filters section allows sorting promotion pages by using the available filters.

POWERPNT_JPFmhxyuZU.png
   Visualization of the filters section in the promotion pages / list.

After defining the above filters, select the Apply Filters button to get a list of pages according to the applied filters.  

 

 

Screenshot_2020-04-29_at_19.12.41.png Promotion pages / list section

The Promotion pages / list section allows organizing the filtered pages, edit them, and add the new ones.

Below you will find a description of all possible actions you can perform in the promotion pages / list section.

POWERPNT_E2i8xVLVzy.png
   Visualization of the promotion pages / list section in the promotions pages / list

 

 

Screenshot_2020-04-29_at_19.12.41.png Adding a new promotion page

Add button allows users to create a new promotion page. While creating a new promotion page, you can only set key features about the promotion page, without the ability to add or remove products. In order to add or remove products to the promotion page, you have to edit the promotion page. More about editing of the promotion pages can be found in the Editing of a promotion page chapter.

Below, you will find a description of all possible fields that can be edited while creating a new promotion page.

POWERPNT_cP53DfMpvx.png
   Visualization of the promotion page creation.

With filled necessary fields, users can save the changes using the save button to save the changes and go back to the pages list, or save and continue button which will save the changes and redirect the user to the editing of a promotion page.

 

 

Screenshot_2020-04-29_at_19.12.41.png Editing of a promotion page

As products cannot be added during the creation of the promotion page they have to be configured using the edit functionality.

Below, you will find a description of all possible fields.

POWERPNT_uHjNNpMPGG.png
   Visualization of the additional edit actions

In order to save the changes, press the Save button above the add product tab.

 

 

Screenshot_2020-04-29_at_19.12.41.png Assigning the CMS block to the promotion page

Promotion pages by default do not have banners - they have to be added by assigning the CMS block into a promotion page.

In order for a CMS block to be visible on a promotion page, you have to set it's title to "promotion banner {ID}" where ID is a promotion's page internal ID. For example, correctly assigned CMS blocks have names:

As with every CMS page and CMS block, these CMS blocks contain code for both desktop and mobile banners using the responsive web design.

It is possible to add a dedicated category navigation, that is generated on all available categories from added products. Category Navigation CMS block has to be named in the following format:

promotion category navigation {ID}

Where ID is a promotion page's internal ID. For example, correctly assigned CMS blocks have names:

You can find an example code used in promotion category navigation at the bottom of this article

info2.svg  RememberYou can learn about the CMS blocks and their creation in the CMS blocks article.

Example promotion category navigation {ID} code:

Actions

Screenshot_2020-04-29_at_19.12.41.png Getting started

From this article, you will learn about promotion module actions. Actions are promotions that are applied to the products after selected conditions in the action are met.

info2.svg  RememberYou can learn about the promotion module in the Promotion module introduction article.

To open the Actions / list view, in the admin panel, navigate to:

Promotions > Actions / list.

In the Actions / list view, we can find two tabs: Filters (1) and Actions / list (2)

POWERPNT_4pvgkjGCmx.png
  Visualization of the actions / list module in the administrator panel

Table of contents:

  1. Filters section.
  2. Actions list section.
  3. Adding a new action.
  4. Action types.
    1. Discount from order value
    2. Discount the cheapest product
    3. Discount the most expensive product
    4. Gift 
    5. Gift of choice
    6. Payed gift
    7. Free delivery
    8. Free payment
    9. Show rule description
    10. Two products for one 
    11. Enrollment set
    12. Product as gift 
    13. Prima port discount 
    14. Apply voucher discount 
    15. Add or multiply loyalty points 
    16. Set of products
    17. Product value multiplication
    18. Product value multiplication - most expensive
    19. Product value multiplication - cheapest

 

 

Screenshot_2020-04-29_at_19.12.41.png Filters section

The Filters section allows sorting of the actions in the promotion module, based on the available filters. Below you will find a description of each filter.

POWERPNT_XPPmQv54Hn.png
Visualization of the filters tab in the actions / list

After defining the above filters, select the Apply Filters button to get a list of actions according to the applied filters.  

 

 

Screenshot_2020-04-29_at_19.12.41.png Actions list section

The Actions list section allows organizing the filtered actions, as well as editing, duplicating and deleting the desired actions.

Below you will find a description of all possible actions you can perform in the actions list section.

POWERPNT_VDHzVUbfwS.png
Visualization of the Actions / list tab in the Actions / list.

 

 

Screenshot_2020-04-29_at_19.12.41.png Adding a new action

Add button allows users to create a new promotion action, which can be configured and prepared for very specific needs.

Below, you will find a description of all possible actions you can perform.

POWERPNT_JJkSzLeCkX.png
Visualization of the adding of the new action.

info2.svg  RememberYou can learn about promotion conditions in the Conditions article.

info2.svg  RememberYou can learn about promotion rules in the Rules article.

 

 

Screenshot_2020-04-29_at_19.12.41.png Action types

The type of action defines what activity will apply to the products when the condition is met.

 

Discount from order value

Discounts entire order using percentage or amount.

Parameters:

JSON example:

{"type":"amount","base_prices":"promotion","allowed_products":["J0322","J0323","J0324","J0325","J0326","J0327"],"use_default_excluded_list":"FALSE","required_quantity":3}

 

Discount the cheapest product

Discounts only the cheapest products in the cart. In case there are two cheapest products in the cart with exactly the same price the promotion module chooses the first one on the list.

Parameters:

JSON example:

{"type":"percentage", "prices":"promotion","exclude_products":["I1695","I1696","BB003","BB004","BB005","BB006","BB008","BB007"],"quantity_limit":2}

 

Discount the most expensive product

Discounts for the most expensive single or multiple products are currently added to the cart. In case there are two most expensive products in the cart with exactly the same price the promotion module chooses the first one on the list.

Parameters:

JSON example:

{"type":"percentage", "prices":"catalog","exclude_products":["BB012","BB011","I1695","I1696","BB003","BB004","BB005","BB006","BB008","BB007"]}

 

Gift 

Adds gift to the cart. Product that will be added to the cart must have the GIFT flag
activated. If the product has at the same time activated GIFT and GIFT OF CHOICE flags
product won’t be visible.
This action doesn’t have any parameters. The price of the gift is taken from the product price.

You can find more about product flags in the [Under construction] article

 

Gift of choice

Adds to the cart the list of the gifts, that customers can choose one from.
Those gifts must have GIFT and GIFT OF CHOICE flags. The price of the gift of choice is
taken from the product price.

Parameters:

JSON example:

{"sku_list": ["F06881","F94615","F44972","250PT","NOGIFT"],"min_cart_value_for_description":"290"}

 

Payed gift

Shows in the cart product that can be optionally bought by the customer usually in the promotional price (1). The price of the payed gift is taken from the product price.

Parameters:

JSON example:

{"sku_list": ["OI0811"],"min_cart_value_for_description":"899.00"}
POWERPNT_CLyPZnzJw9.png
  Visualization of the payed gift in the cart

 

Free delivery

Makes that every delivery option is free of charge. This action doesn’t have any parameters.

 

Free payment

Makes that every payment option is free of charge. This action doesn’t have any parameters.

 

Show rule description

Shows the description of the promotion from rules / list in the cart (2).

POWERPNT_8Brg7Vb6Yr.png
Visualization of the show rule description action.

info2.svg  RememberYou can learn about promotion rules in the Rules article.

 

Two products for one 

Takes the product from the allowed_products parameter, and if it is in the cart, adds another same product, but for free

Parameters:

JSON example:

{"catalog_price":"TRUE","exclude_products":["green_point_flag","set_flag"],"limit":"50"}

 

Enrollment set

Exact same functionality as Gift of Choice, but with bigger product images. Adds a list of products that customers can choose one.

Parameters:

JSON example:

{"sku_list": ["P26885","P27300","P27714","P28172"],"must_to_buy": "TRUE"}

 

Product as gift 

Creates the button with text from the “text” parameter and puts it in the product catalog right next to the “add to cart” button. With this button, customers can buy selected products from the “sku_list” parameter in the promotional price from the “price” parameter.

caution.svg  Warning  Only one action of this type should exist in the altshop. Having more than one product as gift action active in the same altshop may result in unexpected behaviour.

Parameters:

JSON example:

{ "sku_list" : ["36454","87816","77108","37086","26091","20410","87476","27899","70215","66318","05006","84299",],"limit":"1", "price" : "0", "text" : "Vybrat jako dárek"}

 

Prima port discount 

This type of action is no longer supported since the Prima port is no longer used.

 

Apply voucher discount 

Applies the FIDEN2 Voucher to the product. This functionality only works when FIDEN2 functionality is turned on in system / settings. You can learn more about FIDEN2 in the FIDEN2 article.

Parameters:

JSON example:

{"exclude_products":["85949","set_flag"]}

 

Add or multiply loyalty points 

Replaces the amount of points per product set in FIDEN2 system / settings with the new value. You can learn more about FIDEN2 in the FIDEN2 article.

Parameters:

JSON example:

{"type":"percentage"}

 

Set of products

Allows to create sets of products. In those sets, it can be set that if for example, we have three products from the “allowed product” parameter the third product will be for free as a gift or for reduced price. It is possible to set "set_size" and "discounted_amount" to the same value, so every product in the set will be discounted to the "discounted_price" value.

Parameters:

JSON example:

{"prices":"catalog","discounted_price":"75","allow_same_sku":"TRUE","quantity_limit":"1","allowed_products":["76938","92335","62967","60160","61731"],"cmsblock":"shampoo_desc"}

 

Product value multiplication

Product value multiplication discounts the product according to a multiplication of its current catalog or promotional price i.e. if the multiplication is set to 10 and discount to 2 euro, the promotion will discount 2 euro for every 10 euro in the product, so a product that costs 50 euro will have 10 euro of discount.

Parameters:

JSON example:

{"multiplication_value":10,"prices":"catalog","allowed_products":[""36454","87816","77108","37086","26091","20410"]}

 

Product value multiplication - most expensive

Product value multiplication discounts the most expensive product according to the multiplication of its current catalog or promotional price i.e. if the multiplication is set to 10 and discount to 2 euro, the promotion will discount2 euro for every 10 euro in the product, so a product that costs 50 euro will have 10 euro of discount.

Parameters:

JSON example:

{"multiplication_value":10,"prices":"catalog","allowed_products":[""36454","87816","77108","37086","26091","20410"]}

 

Product value multiplication - cheapest

Product value multiplication discounts the cheapest product according to a multiplication of its current catalog or promotional price i.e. if the multiplication is set to 10 and discount to 2 euro, the promotion will discount 2 euro for every 10 euro in the product, so a product that costs 50 euro will have 10 euro of discount.

Parameters:

JSON example:

{"multiplication_value":10,"prices":"catalog","allowed_products":[""36454","87816","77108","37086","26091","20410"]}

Rules

Screenshot_2020-04-29_at_19.12.41.png Getting started

From this article, you will learn about promotion module rules. Rules are whole promotions that contain in themselves conditions and actions and make them work together in selected altshops and date ranges. They are essential parts for a promotion to work.

info2.svg  RememberYou can learn about the promotion module in the Promotion module introduction article.

To open the Rules / list view, in the admin panel, navigate to:

Promotions > Rules / list.

In the Rules / list view, we can find two tabs: Filters (1) and Rules / list (2)

POWERPNT_GgMEH2m3fJ.png
  Visualization of the rules / list module in the administrator panel

Table of contents:

  1. Filters section
  2. Rules list section
  3. Adding a new rule

 

 

Screenshot_2020-04-29_at_19.12.41.png Filters section

The Filters section allows sorting of the rules in the promotion module, based on the available filters. Below you will find a description of each filter.

POWERPNT_f6VCsxqMBY.png
Visualization of the filters tab in the rules / list

After defining the above filters, select the Apply Filters button to get a list of rules according to the applied filters.  

 

 

Screenshot_2020-04-29_at_19.12.41.png Rules list section

The Rules list section allows organizing the filtered rules, as well as editing, duplicating, and deleting the desired rules.

Below you will find a description of all possible actions you can perform in the rules list section.

POWERPNT_7WugyYXTJK.png
Visualization of the Rules / list tab in the Rules / list.

 

 

Screenshot_2020-04-29_at_19.12.41.png Adding a new rule

Add button allows users to create a new promotion rule, which can be configured to very specific needs.

Below, you will find a description of all possible actions you can perform while creating a new rule.

POWERPNT_MrdMLNUqnQ.png
Visualization of the adding of the new rule.

POWERPNT_EtpRitCDNZ.png
Visualization of the condition creating window

POWERPNT_ygnpa7kjvg.png
Visualization of the action editing window

info2.svg  RememberYou can learn about promotion conditions in the Conditions article.

info2.svg  RememberYou can learn about promotion actions in the Actions article.

In the example below, you can see a promotion with:

POWERPNT_VdCR2KLMJs.png
Visualization of the example promotion rule configuration

 

Conditions

Screenshot_2020-04-29_at_19.12.41.png Getting started

This article will teach you about conditions, their types, and how to configure them. Conditions are used to determine whether a customer is eligible to get a promotion.

Conditions can be found in the

Promotions > Conditions / list

At the Conditions / list window Filters (1) can be found which will help search for a specific type of conditions, and the list of Conditions (2) itself, which allows for searching conditions by name, editing, deleting, and adding new ones. 

Screenshot_2022-09-14_154342.png
Visualization of the Promotions, Conditions / list

 

info2.svg  RememberConditions and Actions are integral to Promotion Rules. All three can't be used individually. You can learn more about actions and rules in the Actions and Rules articles

Table of contents:

  1. Conditions / list
    1. Filters
    2. Conditions
  2. Creating new condition
  3. Condition types
    1. Discount code in cart
    2. Discount code is empty in cart
    3. Order value
    4. Check if SKU(s) exist
    5. Active alt shop
    6. Sum of quantities from SKU list
    7. Prima port ID in cart
    8. Count of orders
    9. Days from last order
    10. Voucher in cart
    11. Empty gift of choice in the cart
    12. Delivery method
    13. Payment method
    14. Customer title
    15. Regular account
    16. Order items count
    17. Promotion rules active in cart

 

Screenshot_2020-04-29_at_19.12.41.png Conditions / list

Filters

Filters are the first tab in Conditions / list. It is used to narrow the results in the Conditions list.

(1) Is active? - Shows only active or inactive conditions.

(2) Type - Shows only active or inactive conditions.

(3) Two buttons:

Screenshot_2022-09-14_161027.png
Visualization of Filters, Conditions / list

 

Conditions

The conditions list is the main tab in this module. Here new conditions can be added (1), bellow there is a search field (2) that will filter out conditions names to typed letters. The table list itself (3) contains several columns, these are:

Screenshot_2022-09-14_163202.png
Visualization of Filters, Conditions / list

 

Screenshot_2020-04-29_at_19.12.41.png Creating new condition

The condition has three fixed options that will stay the same (1), these are:

There are also two (2) configurable options that determine its behavior, these are:

Screenshot_2022-09-15_152600.png
Visualization of Filters, Conditions / list

 

info2.svg  RememberJSON is a light-weighted format to exchange data. More about this format you can learn from here.

 

Screenshot_2020-04-29_at_19.12.41.png Condition types

The type of condition defines what it's supposed to look for when calculating cart items and values. Here are described all types of conditions and their parameters

 

Discount code in cart

This condition checks if there is a discount code in the cart (more about discount codes can be found in the Discount codes article).

info2.svg  Remember
Since this condition type is so general and lacks any parameters. There is usually one of this type in the environment.

 

Discount code is empty in cart

This condition checks if there isn't a discount code in the cart.

info2.svg  RememberSince this condition type is so general and lacks any parameters. There is usually one of this type in the environment.

 

Order value

This condition checks the current cart value.

 

Check if SKU(s) exist

This condition checks if the product SKUs from the selected array are present in the cart.

 

Active alt shop

This condition checks the altshop. This type is deprecated and unused. Promotion rules already are able to filter altshops.

 

Sum of quantities from SKU list

This type sums up all pieces from the SKU list set in the parameters.

 

Prima port ID in cart

This type of condition is no longer supported since Prima port is no longer used.

 

Count of orders

This type count the number of orders in the customer account.

 

Days from last order

This condition count passed days from the last order.

caution.svg  Warning  If there are no order-matching rules defined by parameters, the condition will return 999 days. We strongly recommend pairing this condition with "Count of closed orders > 0"

 

Voucher in the cart

This condition verifies whether there is applied promotion code in the cart.

 

Empty gift of choice in cart

This condition will check if the customer chooses a certain, empty gift from the Gift of choice action type. You can learn more about actions in the Actions article.

 

Delivery method

This type checks chosen delivery method.

 

Payment method

This type checks chosen payment method.

 

Customer title

This type checks current customer title.

 

Regular account

This type checks if a customer is logged in to a registered account (not one-time).

 

Orders item count

This type checks the number of items in the cart.

 

Promotion rules active in cart

This type checks if a set of rules is active in a cart. A rule is considered an active one when its conditions are met. A rule with no conditions is always considered as active. It is important to remember to set a sort order in a rule with this condition to a high value, so it is read last by the promotion module.

Promotion module introduction

Screenshot_2020-04-29_at_19.12.41.png Getting started

In this article, you will learn about a promotion module, and what can you do by using that module.

Promotion module is a complex group of categories that together create a base for all the promotions on the website. By using the promotion module, you can create and configure your own promotions, or create a ready promotion pages and opensets for customers to select from.

Promotion module consists of many parts, described below:

POWERPNT_dYA29V35mt.png
Visualization of the promotion module
POWERPNT_bHhHaYXTSe.png
Visualization of the promotions in the cart on the website

Table of contents:

  1. Promotion logic
    1. Excluded products
  2. Discount codes
  3. Promotion pages
  4. Opensets
  5. FIDEN2 vouchers
  6. Push messages

 

 

Screenshot_2020-04-29_at_19.12.41.png Promotion logic

Promotion logic allow creating custom promotions that will be applied according to the customer's cart value on the website. As an example of the promotion rules, we can distinguish:

Promotion logic consist of three parts:

  1. A condition
  2. An action
  3. A rule

Condition is a backbone of the promotion, as it dictates what conditions need to be fulfilled in order for the promotion to work. For example, in this section the "Order has to be greater than 50 euro" condition will be located.

An action applies the selected promotional action to the customer's cart, when the selected condition is met. In this section, the "discount 20% off catalog price of all the products in the cart" action will be located.

Rules are whole promotions that contain in themselves conditions and actions and make them work together in a selected altshops and date ranges.

You can find articles about these three parts in the following articles:

 

Excluded products

Products excluded from promotion (global) is a tab where users are able to exclude the list of SKU's globally, so these products won't be affected by any created promotions until they are excluded in this list.

POWERPNT_PUnATmux5q.png
Visualization of the products excluded from promotion (global) tab.

 

 

Screenshot_2020-04-29_at_19.12.41.png Discount codes

Discount codes are codes that are used by the customers in the cart on the website in order to get benefits from the configured promotional rules. We distinguish two types of discount codes:

  1. A main code
  2. A personal code

Main code is a custom-made code created by the administrator with unlimited amount of uses (unless specified otherwise in the promotional rule).

Personal code is a code assigned inside the main code with one time use. When the main code has assigned at least one personal code, the main code itself doesn't work, and only the personal codes can be distributed among customers for it to work.

 

You can find more about discount codes in the Discount codes article

 

 

Screenshot_2020-04-29_at_19.12.41.png Promotion pages

Promotion pages are easy to make and maintain pages with a list of products, where customers are able to select the desired products and add them separately to the cart on the website.

Promotion pages are usually created in order to hold categories of products that have discounts assigned in the Products / list - browsing and managing products in altshop module.

POWERPNT_pCJSLs4a6S.png
Visualization of the promotion page

You can learn more about promotion pages in the Promotion pages article.

 

 

Screenshot_2020-04-29_at_19.12.41.png Opensets

Opensets are a set of products that are bundled into a single package.

We distinguish three types of opensets:

  1. Normal openset
  2. DIY openset
  3. DIY catalog price openset

Normal openset is a webpage where all the products are visible and selectable. The customer is able to select a configured amount of products and then bundle them together into an openset and added to the cart.

POWERPNT_V9zhDNqMAT.png
Visualization of the normal openset

DIY (Do it yourself) openset and DIY catalog price openset are webpages that use the JSON of products and categories and shows them this way on the openset page. Customer is able to select a product from a category and is being moved automatically to another one. Once customer select at least one product in all available categories, the products will get bundled into an openset and added to the cart.

POWERPNT_JQX3PPcweF.png
Visualization of the DIY openset

You can find more about opensets in the Opensets article.

 

 

Screenshot_2020-04-29_at_19.12.41.png FIDEN2 vouchers

FIDEN2 vouchers are vouchers that use FIDEN2 points and assign a configured discount to the selected product and remove the configured amount of points from the customer's account.

Customer is able to earn FIDEN2 points by buying products on the website, creating reviews or inviting its friends to create an account on the website and creating a new order on it.

POWERPNT_QJrMu9BkJ3.png
Visualization of the adding of the discount through FIDEN2 functionality

You can learn more about FIDEN2 in the FIDEN2 article.

 

 

Screenshot_2020-04-29_at_19.12.41.png Push messages

Push messages functionality allows creating and send push messages to the customers. This functionality  is no longer used and maintained as for YR5 version of the web application

Opensets

Screenshot_2020-04-29_at_19.12.41.png Getting started

This article describes openset promotion functionality, which allows users to create a web page with set of products, where the customer is able to select desired products from the list, and add them to the cart as a set.

We distinguish three types of opensets – “Normal”, “DIY” and “DIY catalog price”, which are described in the following chapters.

POWERPNT_weGuVk7X9h.png
   Visualization of the DIY openset

Table of contents

  1. Creating an Openset
    1. Creating a normal openset (tab “General”)
    2. Creating a normal openset (tab “CMS blocks”)
    3. Creating a DIY or DIY catalog prices openset
      1. JSON construction

 

 

Screenshot_2020-04-29_at_19.12.41.png Creating an Openset

In order to create an Openset, in the administration panel navigate to the Admin panel > Promotions > Opensets / list section and click Add button (1), that will redirect you to the Openset creation page.

POWERPNT_jjmTvPbvuN.png
   Visualization of the opensets / list tab

 

Creating a normal openset (tab “General”)

Below you will find a description of all parameters needed to create an Openset.

POWERPNT_q8fYm8Qjvh.png
   Visualization of the normal openset creation.

After filling in all the above parameters, select Save button to save the changes or Cancel button to cancel adding an Openset.

info2.svg  RememberIn order for the element to be fully activated and visible on the e-commerce platform, remember to activate the openset in the Altshops module.

Below you’ll find the visualization of normal openset on the e-shop website.

POWERPNT_sHZ26M9P2v.png
   Visualization of the normal openset on desktop
POWERPNT_QqYWL5Gxgi.png
   Visualization of the normal openset on mobile

 

Creating a normal openset (tab “CMS blocks”)

CMS Blocks tab allows us to see header CMS blocks (automatically created by the application) that will be used by the openset.

CMS block is required to have openset ID in its name, for example:

openset / header / 47 (where 47 is openset ID)

We can press “add” button, which will create a new CMS block for us with the appropriate block name.

Search button will search the CMS blocks in order to find blocks that meet the required name (openset / header / ID). Mobile openset header is no longer used as the website is in a responsive design, so desktop and mobile headers should be located in the openset / header / ID CMS block

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   Visualization of the CMS blocks tab

info2.svg  Remember The header of the openset cannot be wider than 1248px.

Section CMS block is the same for Normal as well as DIY opensets. And it looks as in the example displayed below (1).

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   Visualization of the openset CMS block

 

Creating a DIY or DIY catalog prices openset

The process of creating a DIY opener is identical to a Normal type openset. The only differences between normal and DIY sets are:

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   Visualization of the DIY openset in the admin panel

 

JSON construction

Below you can find an example JSON that can be used in the openset

[{"name":"Krem do rąk","products":[["27300","8.60"],["27714","8.60"],["28172","8.60"],["26885","8.60"]]},
{"name":"Mydło","products":[["05764","7.15"],["44059","7.15"],["42871","7.15"],["43332","7.15"],["43643","7.15"]]},
{"name":"Balsam do ust","products":[["00174","7.15"],["00392","7.15"],["00599","7.15"],["01030","7.15"],["01881","7.15"],["02092","7.15"],["89856","7.15"]]}]

The number of categories (3) is taken from the Products number field of the openset.

Below you’ll find the visualization of DIY openset on e-shop website.

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   Visualization of the DIY openset