Promo Codes

From NewHaven Software Wiki

Current revision as of 14:36, 27 September 2012

Click on the Groups link to view or setup a customer group/promo

Customer Groups/Promo Codes Basics

Customer groups and promo codes are valuable marketing tools that allow you setup a variety of promotions and customer tracking methods. There are two components here: groups and rules. It can be a little confusing at first so think of it this way: Groups are for marketing and Rules are for promotions.

Customer Groups

This is used to define a segment of existing customers or members. For example, say you want to generate a list of previous customers that have purchased bird houses from an Alabama billing address so you can send them an email letting them know you will be at the 42nd Annual Mobile Bird Lovers gathering.

When should customers be added?

This feature allows you to add customers to a specific group after they have completed an order and met certain criteria. This is often a source of confusion as on first glance you might think there is where you would setup a promo code or trigger option. For most promo codes, discounts, specials, etc. you should only have all users checked.

Other Options

Additional options to add a customer to a group. These options are only for adding customers to groups, you will not likely use these for most promotions.

Rules/Promotions

These are the actual promotions you want to setup. Say you want to create 25% off promo code and send it out in a mass mailer, or setup a BOGO to get rid of those dusty jars of prune juice bought at a steep discount.

Rule Trigger Options

Here you will setup the rules for your promotion such as the date range, promo code, qualifying conditions, etc.

Rule Result Options

This is the meat and potatoes of most promotions. Here is where you will actually setup discount such as 15% off, free shipping, buy 3 get 1 free, special pricing, etc.

Examples

X% off Promo Code

Say you would like to give your customers that respond to a mailing 10% if they enter a special promo code you provided on the back of your catalog. This is how you would accomplish that.

• Login in to eCMS and expand the Customers section from the left side menu by clicking on the plus (+) sign next to the Customers tab.
• Click on the Add Customer Group from the top left of the Customer Groups page.
• Give your promo an accurate and descriptive name that will help you quickly tell it apart from other promo codes (10 Percent off).
• In the "When should customers be added?" area select the All Users from the bottom of the list.

• Click on the Submit button at the bottom of the page.
• You will now be back at the Customer Groups main page. Select the promo you just created (10 Percent Off in my example).
• From the top menu select Add Rule.

Now you can define the Rule Trigger Options and the Rule Result Options. The Rule Trigger Options are the actions a customer will need to use to trigger a promotion. The Rule Result Options are what you are going to offer a customer that triggers the rule.

• Set the date for your promotion by clicking on the box next to the start date: and stop date:. Select the duration of your promotion. If the promotion is going to be ongoing just select a year far out from the current year.

• From the Rule Result Options you can either give a percent off the whole order, or specific products.
  • To give xx% off of the order click the box next to the field give % off of order then put the percent you want to give off in the box (10% for our demonstration).

• • To give xx% off of certain products place a check next to the give % of selected products: then put the percent you want to give off in the box (10% for our demonstration). Note: You probably do not want to give 10% off the order and 10% off specific products at the same time.
    • Now select the products you would like to give a percentage off of and then click the "<<" to move them to the left box.

• Click the Submit button at the bottom of the page.

Customer Group for Tracking Catalog/Marketing Campaigns

In this example, you want to track purchases made by customers who have received your seasonal print catalog. This is done by having them key in a code that is printed on the back of said catalog during the checkout process.

1. Log into eCMS and expand the Customers section.
2. Click on the Groups link.
3. Click the Add Customer Group link near the top of the page.
4. Give the group a descriptive name (example: Spring/Summer 2009 Catalog).
5. In the "When should customers be added?" section:
   • Check the when customer completes order using promo code box.
   • Enter the code from the back of your catalog in the text field.
6. Click the Submit button at the bottom of the page.