This tutorial will take you through the steps to set up a sale that will add a free gift to the customer's cart if they meet certain conditions.
In this example, we will be setting up a Valentine's Day sale where if the customer spends $150 or more on Giftware or Fragrances, a free "ticket product" will be added to their cart. This will indicate to staff members processing their orders, that they are eligible for the sale and that they should be given the free tickets.
This sale can also be used to receive a regular product for free e.g. spend $200 or more on Natio and receive a free body bar. This body bar might be a 'purchase-able' item but you are willing to add it to the cart for free for the sale.
Creating the 'symbolic' product
Step 1
Go to ‘Catalog’ in the left-hand side menu
Step 2
Select 'Products’
Step 3
Press 'Add Product'
Step 4
Fill in the below fields to create a basic product
a. | Enable Product | Set to "Yes" |
b. | Visibility | Set to "Not Visible Individually" |
c. | SKU | Enter in a SKU for this product |
d. | Product Name | Enter a product name for this product noting that this will be visible to the customer |
e. | Price | Set a price - this can be $0.00 |
f. | Categories | Select a category - this is option but can be a home brand |
g. | Images and Videos | Insert an image that will be used for the thumbnail of the product when added to cart |
h. | Short Description | Enter in a short description of the offer including some information about the conditions and sale terms |
Step 5
Scroll up to Sources and press 'Assign Sources'
Step 6
Check the boxes for the stores you want to be involved in the sale (generally this will be every active store) as well as 'default'
Step 7
Press 'Done'
Step 8
Change the Qty for each store to 1000
Step 9
Press 'Advanced Inventory'
Step 10
Uncheck the 'Use Config Settings' box
Step 11
Change the dropdown to 'No'
Step 12
Press 'Done'
Note: This will make it so the SOH will not decrease/change for this item
Step 13
Press 'Save'
Setting up the sale
Step 14
Go to ‘Marketing’ in the left-hand side menu
Step 15
Select 'Rules Management’ under Free Gifts
Step 16
Press 'Add New Rule'
Step 17
a. | Name | Enter in the name of the sale |
b. | Status | Set the status to 'Active' |
c. | Description | Add in a description of the offer and terms/conditions |
d. | Customer Groups | Select all customer groups |
e. | Active from | Select the date you want the sale to start |
f. | Active to | Select the date you want the sale to end |
Step 18
Go to 'Conditions'
Step 19
Set the rules that dictate which customers/carts are eligible for the free item
In the below example, we have set up the rules that outline the following:
The cart must be equal or greater than $150 (including GST)
This $150 must be made up of items from the selected categories (giftware and fragrances)
ALL of these conditions MUST be met for the customer to receive the free gift
Important Note: Use the price excluding GST when setting up the rule.
In this example, the customer must spend $150 including GST to be eligible for the sale which is equivalent to about $136.36 excluding GST.
Step 20
Go to 'Actions'
Step 21
Set number of gifts allowed to "1"
Step 22
Press 'Add Gift'
Step 23
Use 'Visibility' to find the product that will be gifted to the customer
Important Note: Using the name or SKU field might cause the interface to crash and lose your progress. You might need to go back to your product and set the visibility to "Catalog" to find it here.
Step 24
Select the checkbox of the free item being added to cart
Step 25
Select 'Add' in the dropdown
Step 26
Press 'Submit'
Step 27
Press 'Save'