Gridbees

Functional documentation

Your first promotion

Step by step in the back office: we create “Weekend: 2nd item −50%”, test it on sample baskets, publish it, then generate single-use codes for a campaign.

The screens below come from the back office, with fictitious data.

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1. Open the promotions

In the menu, open Marketing › Promotions. The list shows each promotion with its status (Draft, Published, Unpublished), an Active now badge when it applies today, its trigger, its period, its market and its priority. Select promotions to Publish, Unpublish or Delete them together.

The promotions list

Click New promotion, or a promotion to open it. Copy duplicates an existing one, rules included.

2. Describe the promotion (General tab)

The General tab

  1. Title (required) and Code: how the promotion is named in the back office and in the baskets.
  2. From and Until (required): the period of purchase.
  3. Trigger:
    • No limit: every basket meeting the rules;
    • Once per customer;
    • Limited number: give a Maximum orders and/or a Maximum discount amount: the promotion stops once reached;
    • Vouchers: the customer must use a voucher of a campaign (see step 6);
    • Referral.
  4. Promotion codes (optional): the codes the customer types, separated by spaces, commas or semicolons. Without a code, the promotion applies on its own.
  5. Priority: the highest runs first.
  6. Business line, Market, Country, Language: the scope of the baskets concerned.
  7. Combinable with other promotions, Discount the selling price, Commission on the discounted price: tick what applies.

Save: the promotion is saved as a Draft; nothing is applied yet.

3. Write the rules (Rules tab)

A rule is Conditions (all must match) and Effects. Click Add a rule and give it a name.

Conditions

Pick a Type and click Add a condition, then fill its fields. Our rule requires a basket of €150 or more (BasketAmount), a Gold or Silver loyalty tier (LoyaltyTiers), the ACME application (Application), and a Saturday or a Sunday (Frequency):

The conditions of the rule

For a list of offers (Offer), choose whether the basket must hold All the offers (AND) or At least one offer (OR). The list of the conditions and what they do is in the promotion engine guide.

Effects

Pick a Type and click Add an effect. Here, TheCheapestPercent: value 50 (%), on the living-room and lighting product groups (products), except gift cards (exceptions), every 2 items (per tranche / nth), applied without the customer asking (automatic):

The effect of the rule

Each effect can also Credit the wallet (the benefit goes to the customer’s wallet instead of lowering the price), use a Reverse price (a surcharge) or a Loyalty code.

A promotion can have several rules (here a second one: €10 off baskets over €400). Save.

4. Test it (Simulation tab)

The Simulation tab

  1. In Basket 1, type an offer id or reference and its quantity; Add more lines; give a Promo code if the promotion needs one.
  2. Add a basket to compare several cases.
  3. Click Simulate.

Each basket is priced with the live promotions, then with this one added, even as a draft: you see how many baskets are affected, the discount, the change of the total to pay, and, per basket, the promotions applied and the total without and with the promotion. Save before simulating: the saved rules are used.

5. Publish

Click Publish: the promotion is live. The pricing service reloads its rules every 15 minutes; Apply now reloads them at once. Unpublish stops it without deleting it.

6. Single-use codes: a voucher campaign

For codes that can be used once each, give the promotion the Vouchers trigger, then open Marketing › Voucher campaigns and click New campaign:

A voucher campaign

  1. Campaign code, Label, and the Promotion the vouchers trigger.
  2. The validity: From and Until, or a Validity (days) from each voucher’s creation.
  3. The format of the codes: Code prefix (BF26), Code length, Excluded characters (O0I1: no letters and digits that look alike).
  4. Uses per voucher (1 for single-use codes), Capacity (uses across the campaign), One per customer (each voucher bound to one customer).
  5. Save, then in Voucher batches give a Quantity (and an Amount if the voucher carries one) and click Generate vouchers. The batch is generated in the background, by the million if needed.

Each batch shows its vouchers Created, Valid, Burned, Expired and Exported. Its icons Export the vouchers (CSV) for your partners, or Burn the batch. Find a voucher checks a code (valid, burned or expired) and can Burn it.

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