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Set-up Instructions : Merchandising Your Products

This help section will define all of the pages, possible fields, functions, and requirements in the Offer wizard under Merchandising.

The Offer Interface allows three different types of merchandising offers or redemption types:

  • No Redemption Code: A discount that does not require a coupon applied across the product(s) selected.
  • Promotional URL: A discount is applied to product(s) if a certain parameter and code is supplied in the purchase URL or the customer enters the code in the coupon field. Example of parameter option code: rc=45K2D45K3X

    Full Order URL: https://usd.swreg.org/s.cgi?s=43387&p=43387123&v=0&d=0&q=1&rc=JES-45K2D45K2D

  • Coupon: A discount applied to the product or cart through a coupon entered by the customer at the time of purchase which matches a predetermined list of valid coupon codes.

The pages within the offer section of the SWREG application are listed below, along with a brief description of each.

  1. Offer List: A list of all offers in the store. Users can copy, activate, revert, and retire offers form the list. Buttons to create new offers and edit those offers is also available.

    Displayed in the list are the offer name, redemption type, status, product(s), expiration date, and number of coupons remaining.
  2. Offer Details: (Step 1) This page contains the general details on the offer such as the unique offer name, and the start and end date.
  3. Redemption: (Step 2) This page allows you to choose the redemption type: No Redemption Code, Promotional URL, and Coupons. Each type has the option to set an unlimited or specified limited number of orders up to 100,000 orders. The coupon redemption type offers additional options such as:
    • Generate or import coupon codes
    • Single code with unlimited or limited number of orders or multiple codes up to 1 million
    • Option to add a custom prefix to our generated list of codes, limited to 3 characters.
  4. Products & Pricing: (Step 3) This page contains both the type of discount and products it will be applied too. Both an amount or percentage discount can be selected and these can be applied to one product, all products, or all products EXCEPT the selected down to the variation level.
  5. Review: (Step 4) Provides a summary of the offer lists all attributes entered in the previous steps. This page also serves as a landing page when editing an offer and allows you to download unused coupon codes on an offer.

Offer Status:

  • Draft: Status immediately after an offer is created. The offer can still be edited and copied in the status.
    • Allowed Status Changes:
      • Draft to Active
      • Copy Draft Offer
  • Active: Offer is LIVE and depending on the redemption type customer can receive a discount. The offer can still be edited and copied in the status.
    • Allowed Status Changes:
      • Active to Draft with Revert Button
      • Active to Retire with Retire Button
      • Copy Active Offer
  • Retired: Offer is expired or manually retired. The offer can be copied, but cannot be reverted to a draft or active status
  • Expired: Offer expires based on limitations set. For instance, offer "ABC" has not been manually retired, but is active past the End Date. The system will automatically expire the offer as based on your settings it is no longer active.
    • Allowed Status Changes:
      • Expire to Active after changes on Details
      • Expire to Retire with Retire Button
      • Copy Expired Offer

Additional Rules:

  • The coupon field is ONLY displayed in the cart if the Promotional URL or Coupon redemption types are active.
  • For products with enabled variable pricing, the offer will be applied to the price passed in the vp= parameter or the regular price if no variable price was passed.
  • The offer name and redemption codes (if applicable) are passed through the sales notification email and keygen in specific parameters (link keygen to this page: https://usd.swreg.org/keygen.htm)
  • Requires the ###GETREDEMPTIONCODE### (link token to this help page: https://usd.swreg.org/cgi-bin/tmpl-help.cgi?page=tmpl_refguide) on the Shopping Cart Template (only applicable to custom template users) to display the Coupon Field

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