Editing Your Offers

The Offer edit section is where the magic happens! Here you'll be able to select from 8 types of offers to provide a myriad of discounting options to your customers. Each option in this list will open up the configuration options. In this article, you'll find a description of each offer and how to configure it in your store. 

Table of Contents:

Click on the link below to be taken to the instructions for that offer type.


BOGO

How to set up a BOGO offer

There are three main configuration options to set up a BOGO offer. The first two labelled, Trigger and Offer, control the X and Y of the BOGO offer are detailed below. 

Trigger: This is the criteria that determine if the offer will be activated. You can set the quantity of how many products will be needed to meet the offer. You can choose both individual products, multiple products, individual collections, multiple collections, or a mix of each.

Offer: After the trigger criteria is met, the offer portion of the BOGO will activate. Similar to the trigger, you can select both individual products, multiple products, individual collections, multiple collections, or a mix of each.

After the products or collections for the trigger and offer have is set, you’ll need to choose a type of discount that you’d like to offer: Exact Price, Subtract Price and % off.

Offer types

  • Exact Price: This discount allows you to set an exact price for the offer portion.  For example, Buy 3 of product X, and receive 2 of product Y for $5.
  • Subtract Price:  This discount allows you to subtract a specific amount from the offer portion.  For example, Buy ten from collection A, and receive 1 of product Y for $5 off.
  • % Off:  This discount allows you to discount a percentage from the offer portion.  For example, Buy 1 of product X, and receive 2 of product Y at 50% off.


Examples:

  • Buy 3 of product X and receive 1 of product Y at 50% off.
  • Buy 1 of product X and receive 5 of product Y at $10 off.
  • Buy ten from collection X and receive 15 from collection Y at 100% off.
  • Buy one from collection X and receive 2 of product Y at $1.50.

BOGO Offer Message

The message section is where you’ll set how the notifications appear on your store.  There are three main stages to the BOGO offer messages, initial message, progress message and success message. Keep reading below our GIF for more details.


Initial Message
The initial message is what your customers will first see when viewing a product or collection that is attached to your BOGO offer. Appearing, unless customized, at the top of the page, the initial message informs your customers if the product or collection they’re viewing has any offers attached.

Examples:

  • Buy 5 X product and get product Y at 50% off!
  • Thanks for buying from the X collection, you now qualify to get anything from collection Y at $5

Progress Message
The progress message is what your customers will see after adding the trigger portion of the BOGO offer to their cart.  Depending on how the offer is set up, the progress message can be visible on the collection, product and cart page. For example, if your customer buys 3 of product X, but the trigger requires 5 of product X, instead of continuing to the success message, the customer will have an updated progress message stating that two more of product X is required to meet the offer.

Examples:

  • Buy 5 more of product X and receive 15 product Y at 90% off!
  • Congratulations, you now qualify to receive collection Y for $30!

Success Message
The success message is the third notification your customers will see. After your customer completes the criteria for the BOGO by adding the products to their cart, they’ll be presented with the success message.  


Bulk Offer

How to set up a Bulk offer

There are three main configuration options to set up a Bulk offer. The first two (Choose Item and Choose Discount) control the product selection and discount type of the Bulk offer. 

Choose Item: The choose item has three components: 

- Choose Quantity where you'll select your chosen quantity of individual products or products from collections 

- Choose Product which will popup a window allowing you to select individual products 

- Choose Collection which will popup a window allowing you to select entire collections.  You can also select all your active collections by clicking the "Select All Collections" button.

Choose Discount: After the products or collections for the Choose Item is set, you’ll need to choose a type of discount that you’d like to offer: Exact Price, Subtract Price and % off.

Discount Types

  • Exact Price: This discount allows you to set an exact price for the offer portion.  For example, Buy 3 of product X, and receive 2 of product Y for $5.
  • Subtract Price:  This discount allows you to subtract a specific amount from the offer portion.  For example, Buy ten from collection A, and receive 1 of product Y for $5 off.
  • % Off:  This discount allows you to discount a percentage from the offer portion.  For example, Buy 1 of product X, and receive 2 of product Y at 50% off.

Examples:

  • Buy X of product Y at 50% off.
  • Buy X of product Y at $10 off.
  • Buy X from collection Y at 100% off.
  • Buy X from collection Y at $1.50.  

Bulk Offer Message

The message section is where you’ll set how the notifications appear on your store.  There are three main stages to the BOGO offer messages: initial message, progress message and success message.

Initial Message

The initial message is what your customers will first see when viewing a product or collection that is attached to your BOGO offer.  Appearing, unless customized, at the top of the page, the initial message informs your customers if the product or collection they’re viewing has any offers attached.

Examples:

  • Buy X product at 50% off!

Progress Message 

The progress message is what your customers will see after adding the product or collection you've selected to their cart, or are viewing the product or collection.  

Examples:

  • Buy X more of product X and receive 90% off!
  • Buy X more from collection Y and receive $30 off your order!

Success Message

The success message is the third notification your customers will see.  After your customer completes the criteria for the Bulk offer by adding the products to their cart, they’ll be presented with the success message.

Examples:

  • Thanks for buying from the X collection, you now qualify for $5 off your purchase!
  • You've bought from the X collection, a 20% discount has been added to your cart!

Bundle

How to set up a Bundle offer

There are three main configuration options to set up a Bundle offer.  The first two (Bundle Item and Bundle Discount) control the X and Y of the Bundle offer.

Bundle Offer: This is what determines if the offer will be activated. You can set the quantity of how many products will be needed to meet the offer. You can choose both individual products, multiple products, individual collections, multiple collections, or a mix of each.

Bundle Discount: After the Bundle Offer criteria have is met, the discount portion of the Bundle activates. For the offer, you’ll need to choose a type of discount that you’d like to offer which are, Exact Price, Subtract Price and % off.


Offer types:

  • Exact Price: This discount allows you to set an exact price for the offer portion.  For example, Buy 3 of product X, and receive 2 of product Y for $5.
  • Subtract Price:  This discount allows you to subtract a specific amount from the offer portion.  For example, Buy ten from collection A, and receive 1 of product Y for $5 off.
  • % Off:  This discount allows you to discount a percentage from the offer portion.  For example, Buy 1 of product X, and receive 2 of product Y at 50% off.


Examples:

  • Buy 3 of product X and 2 of product Y and receive 50% off.
  • Buy 1 from collection X, 3 from collection Y and 1 product Z for $10.

Bundle Offer Message

The message section is where you’ll set how the notifications appear on your store.  There are three main stages to the Bundle offer messages: initial message, progress message and success message.

Initial Message
The initial message is what your customers will first see when viewing a product or collection that is attached to your Bundle. Appearing, unless customized, at the top of the page, the initial message informs your customers if the product or collection they’re viewing has any offers attached.

Examples:

  • Buy 1 from collection X and 3 from collection Y at 50% off!
  • Thanks for buying from the X collection, you now qualify to get anything from collection Y at $

Success Message
The success message is the third notification your customers will see. After your customer completes the criteria for the Bundle offer by adding the products to their cart, they’ll be presented with the success message.  


Discount

How to set up a Discount offer

There are two main configuration options to set up a Discount offer. There are two types:

Offer: The Offer is the criteria that determine which products and collections will receive the selected discount. You can choose both individual products, multiple products, individual collections, multiple collections, or a mix of each.

Choose discount: The Choose discount is where you'll select the discount type and discount quantity for the Offer products or collections. There are three types of discounts available: Exact Price, Subtract Price and % off.

Offer types

  • Exact Price: This discount allows you to set an exact price for the offer portion.  For example, Buy 3 of product X, and receive 2 of product Y for $5.
  • Subtract Price:  This discount allows you to subtract a specific amount from the offer portion.  For example, Buy ten from collection A, and receive 1 of product Y for $5 off.
  • % Off:  This discount allows you to discount a percentage from the offer portion.  For example, Buy 1 of product X, and receive 2 of product Y at 50% off.


Examples:

  • Discount product X by 50%.
  • Discount collection X by $10.
  • Discount product X and collection Y by 15%

Discount Offer Message

The message section is where you’ll set how the notifications appear on your store.  There are two main steps:

Notification message
The Notification message is what your customers will first see when viewing a product or collection that is attached to your Discount offer.  Appearing, unless customized, at the top of the page, the notification message informs your customers if the product or collection they’re viewing has any offers attached.

Examples:

  • Product X is currently 10% off while supplies last!
  • Collection X and Product Y are $20 off today only!

The success message is the third notification your customers will see.  After your customer completes the criteria for the BOGO offer by adding the products to their cart, they’ll be presented with the success message.

Examples:

Congratulations! You've received product X and 15% off!

Thank you for purchasing from collection X.  This collection is $5 off today only!


Goal

How to set up a Goal offer

Overview: The Goal offer is ideal if you would like your customers to spend a particular amount on specific product or collections, and to then offer a discount on those products.

To configure this offer, you will first set the Spend Goal dollar amount, choose the products or collections that it applies to, and then set the discount that your customer will be rewarded with on those products or collections. 

We’ll break down those steps in further detail so keep reading! In our examples below, we are setting up an offer where we want the following to be true:

  • Customers must add at least $200 worth of products to the cart to activate the Goal;
  • The products must be from the “Skirts” collection;
  • They will then be rewarded with 20% off of those products. (Again, these are our examples.)

Name: First, give your offer a title (keeping “Goal” in the name may be a good idea so that you can easily search for it in the future). In the example below, we are calling this offer “GOAL - Skirt promo”.

Choosing a Name for your offer

Setting the Details:

Step 1: Set the Spend Goal: Set a dollar amount (based on your store’s currency settings) that will be the minimum amount your customers will need to spend on the products or collections you choose in the next step.

  • Recalling our example we outlined above, we want the spending goal to be $200, which you can see in our screenshot:

Step 2: Set Offer: You can decide to choose specific products or collections that the Spend Goal applies to, or you can select “Add all collections” in order to make the Spend Goal apply to all of your collections.

  • In our example, we clicked on “Choose collections” and then selected the “Skirts” collection that we had set up in our store’s backend. [⚠️You will need to have created your collection in order to select it.]
  • Note: You can also choose specific products, even if they are not in the same collection, by clicking on “Choose products”.

Step 3: Choose Discount: Finally, after setting the Spend Goal and choosing the products or collections you’d like to apply the Goal to, then you can decide what kind of discount the customer will be rewarded with. The discount amount will be automatically applied to the products in the cart. You can choose a percentage or dollar amount discount.

Goal Offer Message

Step 4: Goal Offer Message: This is where you will set the messages that appear on the announcement bar when a customer goes to the product page or the collection pages you set in the second step above.

  • Initial Message: The initial message is what your customers will first see when viewing your chosen product or collections (Step 2). The initial message provides customers with details on your offer and can be placed at the top or bottom of your page.
    • Example: This week only! Spend $200 on any skirt and receive 20% off!
  • Progress Message: The progress message is what your customers will see when they haven't reached your Spend Goal yet. This message will tell them how much more they need to spend in order to qualify for the offer.
    • Example: Spend another $48 on this collection to get a discount!
    • Note: Do not set a dollar amount here. The monetary amount will be automatically calculated by the app.
  • Success Message: The success message is what your customers will see after they've spent the required amount (or more!), on your chosen products (or collections) that you set in Step 2.
    • Example: Goal reached! Enjoy 20% off your skirts :)
  • ⚠️ Note: if your theme uses a “sticky header” you may need to disable this in order for the announcement bar to appear, depending on your theme. You can do that by going to your Theme Editor.

Gift

How to set up a Gift offer

There are three main configuration options to set up a Gift offer. The first two, Spend Goal and Free Gift, control the criteria of the Gift offer and are detailed below.

Spend Goal: The Spend Goal is the criteria that determine if the offer will be activated. You can set the amount required to be spent by the customer to meet the offer.

Free Gift: After the Spend Goal criteria is met, the Free Gift portion of the offer activates. For the Free Gift, you’ll need to choose a type of free gift which can be either multiple products, individual products or products from collections.

Examples:

  • Spend $100 and receive product Y for free.
  • Spend $50 and receive anything from collection Y for free.

Below the Spend Goal and Free Gift, you'll have the option to decide whether or not you want to allow multiple free gifts. For example, if you have a Free Gift offer for $50 and the customer spends $200, they'll receive 4 of the selected Free Gifts.

Gift Offer Message

The message section is where you’ll set how the notifications appear on your store. There are two main stages to the Free Gift offer which are initial message and success message:

Initial Message
The initial message is what your customers will first see when viewing a product or collection. Appearing, unless customized, at the top of the page, the initial message informs your customers of any Free Offers that are active.

Examples:

  • Spend $100 and receive product X for free!
  • Spend $200 and receive 4 products from collection X for free!

Success Message

The success message is the third notification your customers will see. After your customer completes the criteria for the Free Gift offer by spending a specific amount they’ll be presented with the success message.  


Upsell

How to set up an Upsell offer

There are three main configuration options to set up an Upsell offer. 

Trigger: Thos the criteria that determine if the offer will be activated. You can set the product to purchase or the collection to purchase from that will trigger the offer.  You can choose both individual products, multiple products, individual collections, multiple collections, or a mix of each.

Promotion: After the trigger criteria have is met, the offer portion of the Upsell activates. Similar to the trigger, you can select both individual products, multiple products, individual collections, multiple collections, or a mix of each.

After the products or collections for the trigger and Promotion have been set, you’ll need to set the message portion of the offer.

Upsell Offer Message

The Upsell message is what your customers will see when purchasing a product or collection that is attached to your Upsell offer.  Appearing, unless customized, at the top of the page, the Upsell message informs your customers if the product or collection they’re viewing has any offers attached.

Examples:

  • Thanks for purchasing product X.  You might also enjoy product Y!
  • You've purchased from the X collection.  Customers who purchase this frequently buy product Y.
  • You've purchased product X from X collection.  Check out collection Y for similar products!

Volume

How to set up a Volume offer

There are three main configuration options to set up a Volume offer. 

Details: The details are the first criteria that determine if the offer will be activated. You can set the product to purchase or the collection to purchase from that will trigger the offer. You can choose both individual products, multiple products, individual collections, multiple collections, or a mix of each.

Price Tiers: This is the second criteria that determine the tiers of the Volume offer. You can set the quantity of how many products will be needed to meet each tier as well as the discount for each tier.

Volume Discount Type: There are three types of discount types available for Volume offers and are Per product variant, Per product and Per entire product selection.

Discount types:

  • Per product variant: This discount type checks each variant of a product against the volume tiers. For example, if a customer purchases 4 different variants from 1 product, it will count as 3 for the volume tiers.
  • Per product: This discount type checks products rather than variants against the volume tiers. For example, if a customer purchases 3 variants from product X and 2 variants from product Y, it will only count as 2 for the volume tiers.
  • Per entire product selection: This discount type checks both products and variants against the volume tiers.  For example, if a customer purchases 3 different variants from the same product and 2 additional products, it will count as 5 for the volume tiers.

Volume Offer Message

The message section is where you’ll set how the notifications appear on your store. 

Product Page Message
The product page message is what your customers will first see when viewing a product or collection that is attached to your Volume offer. Appearing, unless customized, at the top of the page, the product page message informs your customers if the product or collection they’re viewing has any offers attached.

Examples:

  • Buy 1 more product X and receive an additional 10% off!
  • Purchase 1 more product from collection X and receive 5% off.

Cart Line Message 
The cart line message is what your customers will see under each product while viewing their cart if there's an attached Volume offer.

Examples:

  • Buy 1 more to get an additional 20% off!
  • You've purchased product X.  Purchase 2 more to receive $5 off.

Success Message
The success message is the third notification your customers will see. After your customer completes the criteria for the Volume offer by adding the highest price tier to their cart, they’ll be presented with the success message.  

Availability

This section allows you to specify when the offer is available to your customers. Choose to offer it on the online store or POS (Point of Sale) system, or both! You can select a start and end date for the offers if you'd like - if you don't select anything, the offer will be available immediately with no end date. You can use tags to enable/disable offers for certain customers or allow a specific link for certain customers to be able to access and view an offer.


Further assistance

Still have questions? We have your back — our amazing email support team is standing by six days a week to help! Get in touch with us here: https://www.pixelunion.net/contact