Help CenterHelp Center / Discounts and marketing · How-to
Build an offer in eight numbered steps and check it on a sample cart before it goes live.
The rule builder is one page with eight cards and a live Preview. Only the fields your offer type uses are shown.
| Offer card | Guide |
|---|---|
| Order discount | Order discount |
| Product discount | Product discount |
| Flash sale | Flash sale |
| Spend more, save more | Spend more, save more |
| Volume pricing | Volume pricing |
| Buy X get Y | Buy X get Y |
| Bundle price | Bundle price |
| Free delivery | Free delivery |
| Free gift | Free gift |
| Payment method offer | Payment method offer |
| Pickup or slot offer | Pickup or slot offer |
| Bonus reward points | Bonus reward points |
The fields here change with the offer type. Follow the guide for your type in the table above.
Every type shares these cards. All of them are optional.
| Card | Guide |
|---|---|
| 3. Which products | Products and exclusions |
| 4. Who and where | Customers, channels and locations |
| 5. When | Schedule |
| 6. Code and limits | Code, limits and budget |
| 7. Combining with other offers | Priority and combining |
| 8. In the online store | Show the offer in the online store |
It shows one sentence describing the offer, the conditions that limit it, and a Sample cart of your own products with the discount the engine gives each line. Nothing is saved by the preview.
A yellow box lists conflicts with your other rules, for example two exclusive rules on the same products. A red box lists fields to fix.
Select Create rule. You return to the list.
Open the rule with Edit and select Save changes. On a saved rule, Check before you save under the preview repeats any conflict warnings.
Orders already placed keep the terms they were placed with. Editing or deleting a rule does not change them.