Managing Promotion Preferences at Channel Level

The Promotion Preferences tool allows for defining promotion preferences that apply to all promotions in the current sales channel. This includes promotion budget sources, promotion type priorities and the validity behavior, see Promotions and Campaigns.

Defining Budget Sources

To define budget sources:
  1. Select the management context from the context selection box, then select Preferences.
    This displays the Preferences overview page.
  2. Select Promotion Preferences.
    This displays the overview page. It is divided into four tabs: Budget Sources, Type Priorities, Validity Behavior and Cashback.
  3. Open the Budget Sources tab.
    This tab displays all promotion budget sources of this sales channel.
  4. Click New.
    This displays an empty Budget Source detail view.
  5. Select the store language for which the budget source should be available, then click Apply.
  6. Specify a unique ID, a name, and a description for the budget source, then click Apply.
    The new budget source is created and will be available for assignment the next time you edit a promotion.

Defining Promotion Type Priorities

To define default promotion type priorities for the sales channel:
  1. Select the management context from the context selection box, then select Preferences.
    This displays the Preferences overview page.
  2. Select Promotion Preferences.
    This displays the overview page. It is divided into four tabs: Budget Sources, Type Priorities, Validity Behavior and Cashback.
  3. Open the Type Priorities tab.
    The tab shows a list of promotion types with their currently assigned default priorities.
  4. Select the checkboxes of the promotions you intend to promote or demote.
  5. Click the Move Up or Move Down button to change the default priority for the selected promotion(s).
    The higher the priority value, the higher the promotion ranks in the promotion hierarchy.
    Tip: If necessary, you can later overwrite the default priority defined here for individual promotions (see Creating Promotions), which gives you a more fine-grained control over promotion ranking.

Defining Validity Behavior

To define the validity behavior:
  1. Select the management context from the context selection box, then select Preferences.
    This displays the Preferences overview page.
  2. Select Promotion Preferences.
    This displays the overview page. It is divided into four tabs: Budget Sources, Type Priorities, Validity Behavior and Cashback.
  3. Open the Validity Behavior tab.
    Two options are available:
    Table 1. Promotion validity behavior
    Option Description
    Session A promotion which has been valid at the session start time is kept valid until the end of a customer's shopping session, even if the defined promotion end is reached or the budget is exceeded.
    Time A promotion is applied automatically when the start time is reached, and, accordingly, it is made invalid as soon as the end date is reached or budget is exceeded. In a running session, it will be removed from a customer's open shopping cart or checkout page, and the customer will be informed consequently.
  4. Select the intended option (Session or Time) and click Apply.
    The selected setting is applied immediately to all promotions in the sales channel.

Defining Cashback Settings

Note: This feature is available for B2C channels only.
To define cashback settings do the following:
  1. Select the management context from the context selection box, then select Preferences.
    This displays the Preferences overview page.
  2. Select Promotion Preferences.
    This displays the overview page. It is divided into four tabs: Budget Sources, Type Priorities, Validity Behavior and Cashback.
  3. Open the Cashback Tab.
    The following options are available:
    Table 2. Cashback Settings
    Option Description
    Cashback Allows to enable or disable the cashback feature for the current channel.
    Code Length Defines the number of characters per Code. The default length are 8 characters.
    Note: The generated codes are channel-wide unique. Therefore adjust the code length to the expected number of orders the cashback promotion applies to.
    Code Prefix Optional: Allows to define a prefix text with which all cashback promotion codes start, followed by the actual code.
    Excluded Characters Optional: Specify characters that must not be used within cashback promotion codes. Multiple characters are separated with a comma.