Overview

With Magento, you can create promotions for your store and customize them as you need for your marketing campaigns.

There are two ways to offer promotions:

• Catalog Price Rules
• Cart Price Rules

Catalog Price Rules

When would I want to use a Catalog Price Rule?

Catalog Price Rules are best used when you want to applya general discount across a group of products.One benefit of using a catalog price rule will show up on the category and product landing pages.

Scenarios of when to use Cart Price Rules

• $5 off any product with a certain brand
• 25% off an entire category

Cart Price Rules

When would I want to use a Cart Price Rule?

Cart Price Rules are best used when you want tooffer discounts depending on a promotion code or details about their cart. 

Scenarios of when to use Cart Price Rules

• $10 off your order if you purchased two shirts
• 5% off chips if you purchase a soda
• Save 5% if you use code ABC123
• Buy a shirt and get the same shirt free (Buy X Get Y Free)

For Buy X Get Y Free, the customer must have the additional item in the cart. The item will not  be added automatically

By default, Magento does not provide Buy X Get Free discounts to get a different product free. For example, you could not setup a Buy X Get Free discount to get a free bracelet if a customer purchased two shirts.One workaround is to setup a Cart Price Rule that discounts the cart by the item's price.

How do I create a Cart Price Rule?

Here, we will go over a few common promotion scenarios. You will want to adjust the settings according to your specific promotion.

• If the customer has 5 items in a particular category, those items are discounted by 5%.
• If the customer has at least one item in a particular category, 

Step-by-step guide

1. Log into the Magento backend panel.
2. Navigate toMarketing → Cart Price Rules.
   
3. Find and select the discount code you wish to change from the list to go to the edit page, or create a new one using the orangeAdd New Rulebutton in the upper right.
4. Once a rule is selected, you will be brought to the edit page:

   1. Rule Information

      1. 
         

         1. Rule Name/Description - Used as identifiers in the backend. The Description field can simply be used to add comments about the rule you are currently working on.

         2. Active- Whether the rule is actually in use on the frontend or not. If set to No, the rule will never be applied even if customers meet the necessary conditions, however you can still make configuration changes in the backend.

         3. Websites- Which storefronts the rule should be applied to. This setting is only relevant if your site uses a multi-store setup.

         4. Customer Groups - Set which customer groups are eligible for these codes.

         5. Coupon/Coupon Code -Set theCouponfield toSpecific Couponif you want customers to redeem a code to get this discount. TheCoupon Codeis what is actually entered by the customer at checkout to receive the discount.

         6. Uses per Coupon/Customer - If you want to place a limit on how many times a customer can redeem a coupon code, you may set that here. 0 represents unlimited usage, though note that this can only be enforced for customers who are logged in at checkout.

         7. From/To Date - The range of dates the code will be valid for. If the code is entered on dates not in this range, the discount will not be applied.

         8. Priority - Sets the order in which discounts are applied. This is more important if used with certain rules set on the "Actions" page.

   2. Conditions

      1. 
         
      2. TheConditionssection is for applying conditions that must be met in order for the discount code to be applied. Customers will only be eligible for the discount if they satisfy the rules set here.

         When using bundles, and are trying to include/exclude the kit by SKU, use SKU(parent only).

   3. Actions
      1. 
         1. TheActionssection is where the actual discount is defined. 
            1. Apply:
               1. Percent of Product Price Discount: Apply a percentage amount. This is equivalent to the "Percent" Discount Type in Counterpoint.
               2. Fixed Amount Discount: Apply a fixed amount discount. This is equivalent to the "Amount" Discount Type in Counterpoint.
               3. Fixed Amount For Whole Cart: Apply a fixed amount discount not just to individual items, but the whole cart, if conditions are met. This is equivalent to setting "Apply to: Document" in Counterpoint.
               4. Buy X get Y Free: Set the Discount Qty Step for X, and set the discount amount for Y.
            2. Discount Amount: The flat amount, or percentage, to discount (determined by the rule chosen in the Apply field above). If using a percentage, you do not need to enter a % sign.
            3. Maximum Qty Discount is Applied To: Set an upper limit for Qty. If the Qty of an item exceeds this, the rule will not apply for items beyond the given qty amount.
            4. Discount Qty Step (Buy X): Only used if the "Buy X get Y Free" rule is selected. This is where the "X" value is set. Otherwise, this can be left blank.
            5. Apply to Shipping Amount:Whether this discount can reduce the price of shipping or not. 

               • Applying discounts to the shipping amount is not supported by the sync - the full shipping amount will be brought down into Counterpoint

            6. Discard subsequent rules:Set whether this rule should be used in combination with other discount rules. Make sure to be aware of the Priority set under "Rule Information" if using this option. (This was previously labeledStop Further Rules Processingon Magento 1)
            7. Free Shipping:Set to yes if you would like the free shipping method to show if this cart price rule applies.

TheApply the rule only to cart items matching the following conditionssection is used to filter which items qualify for the discount rule. There are a couple of options. There is no mechanism for specifying individual items to apply the rule to, however you can set the rule to apply to a specific category.

To add a condition, select the green "+" sign shown. This will bring up the list of conditions that can be set for different items.

Once you have selected a condition, a new line will be shown in the list. For this example, we will be defining a rule to apply only to a specific category of items.


If you click on the "is" in the condition line above, you can select from the different logic rules that can be applied.

These allow various options for specifying which category to select. For this example, we will be using the "is" option to select a single category.

If you click the underlined ellipses (...), you can select which category the rule should apply to. This will show an input box as shown below:



This input box is looking for the ID number of the category you wish to select. If you don't know the ID numbers off the top of your head, you can view a list using the blue icon to the right of the input box:




Select the checkbox for the category you wish to assign the rule to, and it will automatically fill in the input box with the ID for that category. In our example, I've chosen the "Golf Balls" category, which has an ID of 16. Then, press the green checkmark button, left of the blue list icon.



Our discount can now be applied to the "Golf Balls" category on the frontend.

From here, we can continue to add more conditions with the green + icon, or remove existing ones with the red X icon.

Once finished, make sure to click the orange "Save" buttons in the top-right of the page.