How to setup discount coupon triggers / requirements and events

Popular ways to give discounts

Create a 'Buy 2 or more and get 1 item free' discount
Create a discount for a product category
Setup 'Free Shipping' discount

Setting up your own marketing discounts

We will be going through all the available triggers and events you can use when setting up a discount.

  1. From the Neto dashboard, navigate to Marketing > Discounts/coupons.

  2. Click Add New button on the top right hand side.

  3. Add your Discount Details, including your discount code, name and status.

  4. Set your Discount Type. Private means the user has to be logged into the system to use, public means guests can use this discount. If you only want customers to use the discount once, you will need to set the discount to private.

  5. Set Exclusivity of your discount. It’s recommended setting this to: Cannot be used with other offers to ensure a double up of discounts does not occur.

  6. Set the remaining options and click Save Changes.

  7. Click on the Discount Requirements/Triggers tab. Discount triggers are a set of requirements that must be met before a discount will be applied. Eg. A customer must purchase a quantity of 5 or more of the same product in order for the discount to trigger.

  8. Each trigger will have its own spend requirement which is nothing by default and have an “Exclude” option which if ticked will cause the trigger to fail if its conditions are met.

    The Category trigger requires that a product belonging to the category specified exists in the customers cart.

    The Coupon code trigger is used as an alternative to using the Discount Code, but more importantly allows you to assign codes to customers so that a specific code will only work for a specific user.

    See popular examples below:

  9. Using the Category trigger, a customer must purchase $500.00 or more in the Sample Product Category.

  10. Using the Order subtotal trigger, a customer must have a checkout subtotal of $100.00 or more.

  11. Using the Order subtotal trigger, a customer must have a checkout subtotal of $100.00 or more AND in combination with the Coupon Code trigger, a customer must also add the FREESHIP coupon into the checkout.

  12. Trigger Description
    User Group The customer buying your products belongs to the specified price group.
    Customer Username Will only activate if the customer’s username matches one you have entered.
    Dropship Supplier Activates when the customer has ordered an item that is supplied from a dropshipper.
    Order Subtotal Refers to either the product Subtotal or the Shipping Subtotal
    Product on Order Requires that a product with the SKU specified exists in the cart.
    Quantity of Components on Product Used to specify how many pieces of a kit are required.
    Quantity of Product on Order Used to specify how many of a product are required for a discount.
    Shipping Identifier of Product The trigger requires that products belong to the shipping category specified.
    Shipping method Selected by Customer mandates what shipping methods are permitted for the discount.

  13. Once you’ve completed this, click Save Changes.

  14. Select the next tab called Discount Events (What’s on Offer). These specify what the customer actually receives as their discount. These can be set by selecting the “Discount Events (What’s On Offer)” section of the discount page. All discount events can have specified a max amount, a maximum number of repeats and can be deactivated like triggers.

  15. Set your conditions for the discount event and click Save Changes.

  16. Click on the Lightbox Pop-up tab.

  17. If you want a pop-up box to appear once a condition for discount has been met, simply set Show lightbox pop-up to yes and insert the content. Once done, click Save Changes.

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Last Modified: 25/05/2017