Promo Codes - Revision history

Mboyanton at 14:36, 27 September 2012

2012-09-27T14:36:39Z

← Older revision		Revision as of 14:36, 27 September 2012
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	==Customer Groups/Promo Codes Basics==		==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.		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===		===Customer Groups===

Mboyanton at 14:35, 27 September 2012

2012-09-27T14:35:08Z

← Older revision		Revision as of 14:35, 27 September 2012
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	===Customer Groups===		===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.		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.

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	===Rules/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.		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.

Mboyanton at 14:32, 27 September 2012

2012-09-27T14:32:55Z

← Older revision		Revision as of 14:32, 27 September 2012
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	===Customer Groups===		===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.		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?~~'''~~		====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.'''		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~~'''~~		====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.		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.

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	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.		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~~'''~~		====Rule Trigger Options====
	Here you will setup the rules for your promotion such as the date range, promo code, qualifying conditions, etc.		Here you will setup the rules for your promotion such as the date range, promo code, qualifying conditions, etc.
	*'''Rule Result Options~~'''~~		====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.		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.

Mboyanton at 14:31, 27 September 2012

2012-09-27T14:31:40Z

← Older revision		Revision as of 14:31, 27 September 2012
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	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.		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.

	* '''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.		===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.

	* '''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.		* '''When should customers be added?'''

	~~===~~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.'''		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~~===~~		* '''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.		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.
	===Rule Trigger Options~~===~~
			===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.		Here you will setup the rules for your promotion such as the date range, promo code, qualifying conditions, etc.
	~~===~~Rule Result Options~~===~~		*'''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.		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.

Mboyanton at 14:29, 27 September 2012

2012-09-27T14:29:13Z

← Older revision		Revision as of 14:29, 27 September 2012
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	==Customer Groups/Promo Codes Basics==		==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.		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.

			* '''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.

			* '''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.

	===When should customers be added?===		===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.'''		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===		===Other Options===
	Additional options to add a customer to a '''group'''.		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.
	===Rule Trigger Options===		===Rule Trigger Options===
	Here you will setup the rules for your promotion such as the date range, promo code, qualifying conditions, etc.		Here you will setup the rules for your promotion such as the date range, promo code, qualifying conditions, etc.

Mboyanton at 14:20, 27 September 2012

2012-09-27T14:20:56Z

← Older revision		Revision as of 14:20, 27 September 2012
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	===Rule Result Options===		===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.		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.
	==X% off Promo Code==
			==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.		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.
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	==Customer Group for Tracking Catalog/Marketing Campaigns==		===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.		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.

Mboyanton at 14:20, 27 September 2012

2012-09-27T14:20:21Z

← Older revision		Revision as of 14:20, 27 September 2012
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	===When should customers be added?===		===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.		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===		===Other Options===
			Additional options to add a customer to a '''group'''.
	===Rule Trigger Options===		===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===		===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.
	==X% off Promo Code==		==X% off Promo Code==

Mboyanton at 14:11, 27 September 2012

2012-09-27T14:11:46Z

← Older revision		Revision as of 14:11, 27 September 2012
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	Customer groups and promo codes are valuable marketing tools that allow you setup a variety of promotions and customer tracking methods.		Customer groups and promo codes are valuable marketing tools that allow you setup a variety of promotions and customer tracking methods.

			===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.
			===Other Options===
			===Rule Trigger Options===
			===Rule Result Options===

	==X% off Promo Code==		==X% off Promo Code==

Mike snyder at 23:33, 30 September 2009

2009-09-30T23:33:36Z

← Older revision		Revision as of 23:33, 30 September 2009
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	[[Image:Percent off products.jpg]]		[[Image:Percent off products.jpg]]
	* Click the '''Submit''' button at the bottom of the page.		* 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.

			# Log into eCMS and expand the '''Customers''' section.
			# Click on the '''Groups''' link.
			# Click the '''Add Customer Group''' link near the top of the page.
			# Give the group a descriptive name (example: '''Spring/Summer 2009 Catalog''').
			# 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.
			# Click the '''Submit''' button at the bottom of the page.

Malcolm at 22:42, 30 March 2009

2009-03-30T22:42:30Z

← Older revision		Revision as of 22:42, 30 March 2009
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	* In the '''"When should customers be added?"''' area select the '''All Users''' from the bottom of the list.		* In the '''"When should customers be added?"''' area select the '''All Users''' from the bottom of the list.

	[[Image:Promo name.jpg~~\|Give your promo code a name that accurately describes the promo.~~]]		[[Image:Promo name.jpg]]

	* Click on the '''Submit''' button at the bottom of the page.		* Click on the '''Submit''' button at the bottom of the page.
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	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.		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.		* 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.
	[[Image:Rule triggers.jpg~~\|Set your start/stop date and name your promo code.~~]]		[[Image:Rule triggers.jpg]]
	* From the Rule Result Options you can either give a percent off the whole order, or specific products.		* 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 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).