PromoBuilder Best Practices

PromoBuilder Best Practices

These are a few tips and tricks from our Customer Care team to help you work successfully in the PromoBuilder.

Create Duplicate Versions of Promotions to Avoid "Double Dipping"

When you introduce a special promotion that includes a club member discount and/or a non-club member discount (e.g. case discount) you have a couple of options.

• If there are both club and non-club promotions, you will need to build a club and a non-club version of the special. Couple the non-club special with the non club normal promo. Couple the club special with the normal club promo.

• If the special is an extra discount on specific wine(s), you can set it up as an additional % off on top of the normal discount or you can set it up so that the Special promotion takes the entire amount off but then exclude the product(s) from the normal discount. In both cases you will want to couple the promotions.
  
  

Dollars Off vs. Percentage Off Promotions

This is not always as intuitive as it seems. If someone wants to do $5 off per bottle, you will need to use ?percentage off? because the dollars off is flat, not per bottle.

If someone wants to do 10% off on the first two products, and the rest of the order at full price, you would need to use ?dollars off? because if you use ?percentage off? and a member orders three products, they will not get the discount at all. This example is most likely to occur with ticket sales.

Example:

Promotion Goal: | Club members get 10% off the first two tickets. Normal retail price: $20

• 1st promotion:
• $2 off for quantities from 1 to 1.
  (if you order 1 ticket, you get $2 off, or 10% off of $20.)

• 2nd promotion:
• $4 off for quantities from 2 up.
  (If you order 2 tickets, you get $4 off, or 10% off of $40. If you order three tickets, you still get $4 off, or 10% off of the first two tickets, and the third ticket at full price.)

Promotions By Category

Does the promotion apply to CATEGORIES? If so, the product must be purchased from a category that the promotion applies to. Category based discounts only apply to wines that are added to an order from that specific section of the online store. This discount will not apply to order types other than Admin.

Example: Wine A is in both the 'Our Wines' and 'White Wines' section of the online store. Promotion A is set to apply to the White Wines category. If the consumer purchases the product from the Our Wines section, they will not receive the discount.

Help! My Discount Isn't Applying!

Use this list of basic checkpoints to ensure your promotion is set up correctly.

1. What is the expiration date?

2. Does the consumer qualify for the promotion? e.g. is the promotion available to specific member types/specific club levels, and is that member a part of that type/level?

3. Does the product qualify for the promotion?

4. Has the product been excluded from that promotion?

5. On shipping promotions, is the promotion set to apply to the lowest cost shipping price, and if so, do you have a shipping type that is designated as lowest cost?

6. Are there quantity limits on the promotion and does the order fit within those limits?

7. Is another promotion being applied to the order, and if so, is that promotion coupled with the promotion in question?

8. In order for two promotions to apply to the same order, they must be coupled.

9. If it is a case discount, is the bottles/case for that product set to 12?

My Wine Club Members Are Getting an Extra Discount...

Here's what you should check when you find your club members are getting an inexplicable additional discount.

1. What is the discount should the club member be getting?

2. Is the correct discount coupled with any other promos, and if so, are any of those promos coupled with non-club discounts?

3. Is there a Sale Price entered in addition to the promotion?

4. Is there anything entered in the Discounts tab of the product?