A template is a ready-made promotion the wizard preloads so you can adjust it. It is the fastest way to start, but watch out: several templates need you to fill something in before they can be saved.
Step by step
- In the side menu, go to Catalog → Discounts.
- Click New discount.
- Pick a template from the gallery, or Start from scratch.
- Walk through the wizard steps adjusting values, scope and audience.
- On Review, look at Errors blocking save and Suggestions and warnings, then click Save.
Template gallery
| Template | What it builds | What you have to fill in |
|---|---|---|
| Buy one get one | Buy 2, pay 1, on the whole cart. The free unit comes from the cheapest product. | Nothing. You can narrow the scope. |
| 3-for-2 same product | Buy 3, pay 2, grouping Per product. | Nothing. |
| Volume discount | Quantity ladder with five tiers: 5 units 10%, 10 units 15%, 50 units 20%, 100 units 25% and 500 units 30%. Scope Whole cart. | The thresholds. And the scope, if you want it visible on the product page. |
| Volume per product | Tiers counted Per each product separately: 3 units 5% and 6 units 10%. Scope Whole cart. | The thresholds. And the scope, if you want it visible on the product page. |
| Bundle of 3 products | Scope Combo / bundle with one group of minimum 3 and maximum 3, and a bundle price of $999. | The products in the group. Without them it cannot be saved. |
| Free shipping over a minimum | Shipping at 100% off when the cart goes over $5,000, counting Over the whole cart. | The minimum amount. |
| First-purchase coupon | 15% for customers who never bought. | Switching activation to "With coupon code" in Basics, and generating the codes in Review. As it comes out of the box it is an automatic discount. |
| VIP customers | 10% with the audience limited to chosen customers. | The customers. The list comes empty. |
| Clearance | 50% on products with 5 units of stock or fewer. | Nothing, but remember: products with no stock loaded are left out. |
| Black Friday 24h | 20% on the whole cart, with a Calendar slots schedule. | The date. The calendar comes empty and saving stays blocked until you add one. |
| Saturdays | 10% on the whole cart, active only on Saturdays. | Nothing. |
| Gift — get X free | Cross-sell at 100%: the chosen product becomes free. | The product that gets the discount (B). The customer has to add it to the cart by hand. |
Three templates cannot be saved as they come
- Bundle of 3 products is born with a group that has no products.
- VIP customers is born with an empty customer list.
- Black Friday 24h is born with no date in the calendar.
In all three, the wizard shows the error on Review and the Save button stays disabled until you fill in the missing data.
Recipes by goal
Cannot find the exact template? Any promotion is built by combining the five pieces.
Amount-based discount, distributors only, one category only
- What discount: Percent off, with whatever value you want.
- Products: Categories → the category.
- Condition: Minimum amount, with the threshold. Under Where is the minimum counted?, choose Across the discount's products if the amount has to come from that category, or Over the whole cart if the entire order counts.
- Audience: Price lists → Only these → the distributor list. If you tell them apart by trade category instead of by list, use Customer classification.
Sell more by quantity (wholesale)
Volume in Retroactive mode. If you want the ladder visible on each product, set the scope by products or categories, not Whole cart.
Move seasonal stock
Scope by Categories + date-range schedule + Percent off. Add the Stock filter to clear only what is nearly gone.
Reward loyal customers
Audience segment Returning customer (or hand-picked customers) + Percent off, on Stacks with everything.
Win back dormant customers
Audience segment Inactive customer + coupon + a schedule ending soon to create urgency.
Raise the average order value
Free shipping over a minimum amount, or a "round" volume tier (12 units, say) that invites the buyer to top up. The store shows how much is missing.
Launch an event
Calendar slots schedule with the exact date + Percent off on the whole cart + stacking set to Replaces other discounts if you want it exclusive.
Push a complementary product
Cross-sell: buy A and get B at a discount. See Promotions.
Sell by pack or box
Volume in Closed pack mode, with the pack size and its price per unit.
If you cannot find it
- You picked a template and it will not let you save. Look at Errors blocking save on the Review step. The three templates above are deliberately born incomplete.
- You used "First-purchase coupon" and there is nowhere to generate the codes. That template does not switch on coupon mode: change it in Basics, under How do customers get it?, save, and go back to Review.
- You used a volume template and the product does not show the ladder. Both volume templates come with scope Whole cart. See What your customer sees.
- You do not see "Discounts" in the menu. Sellers do not manage discounts. See Introduction.
After choosing the template
- Adjust the values (thresholds, percentages, dates, products).
- Review the scope: it defines both what it applies to and where it is communicated.
- Review who it applies to and when.
- Decide how it combines with your other promotions.
- Test it in the Simulator.
- Save it and follow its performance in Reports.