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How Do I Set up a “Spend $X to Receive Free Item” Sale?
How Do I Set up a “Spend $X to Receive Free Item” Sale?

Step-by-step guide to set up a sale that will add a free gift to the customer's cart if they meet certain conditions.

Maysa Wozeer avatar
Written by Maysa Wozeer
Updated over 3 months ago

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'

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