Set up promotions with incentives
An incentive is a promotion that Propeller applies by itself when an order meets your conditions: a discount, a free product or points. Use it for a volume discount, for "buy 2, get 1 free" or for a promotion code.
Before you begin
You need Backoffice access and the Configuration role. To create or delete a rule you need Owner access.
Know the limits first
- One rule counts per order. If two incentive rules are true for the same order, only one of them is used. Put all your promotions in one rule, as subrules, with the switch on all.
- In the Sales Hub a sales rep has to click. In the webshop incentives count by themselves. On a quote or order in the Sales Hub they count after a click on Apply incentives, once per quote or order. Products added later are not looked at.
- A promotion code only works in the webshop. The order editor has no field for a code.
Choose what the promotion gives
Go to Shops & Channels > Incentives, open the rule and choose the Action of a subrule under THEN.
| Action | What it gives | You fill in |
|---|---|---|
| Give discount to order item | A discount on the lines that match the conditions | The percentage or the amount |
| Give discount to order total | A discount on the whole order | The percentage or the amount |
| Add product to bonus items | An extra product, free or at a lower price | The product, the price or discount and the quantity |
| Add valuepoints to order | Points the customer earns with the order | The number of points |
| Set shipping costs | Another shipping cost for this order | The price |
| Set transaction costs | Another transaction cost for this order | The price |
Give a product away
For Add product to bonus items:
- Under Product ID, click the search icon and pick the product you give away.
- Under Price/discount, choose discount and type 100 with % to make it free. Or choose price and type what the customer pays for it.
- Type the Quantity of free pieces.
- Switch Repeat on to give the product again for every time the condition is met. With a condition of 2 pieces, a customer who orders 6 then gets 3 free. With Repeat off the customer gets 1.
Repeat has no use for a discount. A percentage already counts over the whole line.
Give a discount with a promotion code
| Part | What to choose |
|---|---|
| IF | Item Order actioncode, Condition Equals, the code, for example SPRING26 |
| THEN | Action Give discount to order total, 5 and % |
The customer types the code in the webshop.
See worked examples
Related pages
- Build a business rule - the rule builder step by step
- Give a discount on a quote or order - a discount by hand on one quote