How to Create and Apply a New Discount Promotion in Shopware?
Shopware is a scalable and customizable e-commerce platform that allows customers to launch their own online store easily. This e-commerce software is built on cutting-edge e-commerce technology, with enhanced marketing capabilities and SEO integration.
In this post, we’ll look at Shopware’s Marketing section in general and the Promotions module in particular. To be more specific, we’ll show you how to create and apply a new discount promotion in Shopware.
Let’s get started!
Table of contents
- Shopware 6 Promotions Overview
- How to Create a New Discount Promotion in Shopware?
- Common Examples of Discount Promotions in Shopware
- How to Apply Discounts in the Shopware Storefront?
- Final Words
Shopware 6 Promotions Overview
The Promotions menu item contains a module that allows you to create discount actions for your sales channels. You can use this module to establish rules restricting promotions or limiting them to a certain time frame.
The Promotions module gives you a quick overview of all your current or configured promotions. You can create new promotions or manage current ones from this page.
The Promotions module can be found under Main Menu > Marketing > Promotions.
How to Create a New Discount Promotion in Shopware?
Now it’s high time for us to learn how to create a new discount promotion in Shopware.
Step 1: Go to Marketing > Promotions
First of all, you need to go to Main Menu > Marketing > Promotions.
Step 2: Click on “Add promotion”
Now that you are on the Promotions screen, click on the Add Promotion button.
Step 3: Set the basic configuration for a new discount promotion
The system will take you to a new screen where you can see three tabs: General, Conditions, Discounts.
The first tab, however, is the only one that is active. You can configure the fundamental parameters for a new discount promotion here. To activate the Conditions and Discounts tabs, you need to save your new Shopware 6 promotion.
General settings and Promotion codes are the two sections of the General tab. We’ll look at each one in detail below.
1. General settings
- Name: Give your promotion a name and a description here. This is the tab’s only required field. You can save the promotion after you’ve filled it out.
- Valid from / Valid until: These fields can be used to specify if your promotion will run for a certain period of time and, if so, when it will end.
- Max. total uses / Max. uses per customer: Set the maximum number of times the discount promotion can be utilized in total or per customer.
- Active: Click on this button to activate or deactivate the promotion. The offer will not run during the valid period if it is disabled.
2. Promotion codes
If you don’t want the promotion to be applied instantly when one of your customers meets the requirements, you can store a promotion code in Promotion codes. The offer will be activated when the code is redeemed and the conditions are fulfilled.
- No promotion code required: The promotion does not require a separate entry.
- Fixed promotion code: With this option, you can input a single code that applies to all clients. This could, for example, be a unique code like NEWYEAR2022. You can also utilize the generate random code button to have the system generate a random code for you.
- Individual promotion codes: For each order, you can use a different code. These unique codes can only be used once, and they will not be approved if entered again. The list of codes shows you whether a code has been redeemed previously and, if so, by which customer.
Click the Generate codes button to start creating the first action codes. You’ll be sent to a window where you can customize the codes.
If you’ve previously generated action codes, you can use the Add codes button to generate more codes that follow the same pattern. This is beneficial if, for example, a considerable portion of the produced codes has already been used before the action’s specified end date.
You can specify the number of random characters the code should contain in the field code length. You can also add a prefix and suffix to the code, which will be prefixed or appended to it. The characters used here are not included in the random code’s character length.
Additionally, you can use the Use custom pattern button to specify the pattern that the codes should be organized according to. Fixed letters and numbers, as well as random characters saved by the system, can be used. To insert a random letter (A-Z), store %s, for a random number (0-9) %d.
The Promotion code preview is a visual representation of how the codes will appear. Finally, in the field number of promotion codes, you can choose how many codes should be created based on the preset pattern.
It’s worth mentioning that, as a result of the following modification and regeneration of promotional codes, the prior codes will become invalid and hence unredeemable.
You can add custom rules to the Conditions tab to determine valid promotion. This is accomplished by using your rule builder to apply certain rules to your discount promotion in order to limit it to certain situations. The tab has two sections: Pre-conditions and Rule-based conditions.
Here you can configure the conditions under which the promotions will appear.
- Sales channels: Indicate which sales channels are included in the promotion.
- Do not combine with: You can now add any current promotions that should not be combined with the new discount.
2. Rule based conditions
Conditions for which the promotion is to be implemented can be established here using the Rule Builder for your target group, the shopping cart, or the entire order. However, after the promotion has been utilized for the first time in an order, you will not be able to change the conditions.
- Customer rules: You can use customer rules to apply Rule Builder rules to identify which of your shop’s customers are eligible for the action you’ve developed. In this section, you can also define numerous rules. Customer rules is a drop-down menu that includes all current Rule Builder rules related to customers and allows you to create new rules.
- Shopping cart rules: These rules can be used to provide criteria for the items of the shopping cart. “Products with a total value of 100 euros or more are in the shopping cart,” for example, or “There are at least three products in the shopping cart.”
- Order rules: Here you can specify the general conditions that order must meet in order to be eligible for the discount promotion. For example, a condition might be the use or exclusion of specific payment or shipping methods.
- Promote sets of products: A set of products is a great tool for generating complicated, product-related conditions that apply to many products at once or that need a certain mix of products to be in the shopping cart to fulfill discount conditions. In the section Examples, you’ll find concrete examples that may be executed using product sets or set groups.
When this option is enabled, the Add product set button can be used to create a set group.
A set group is determined by four properties:
Mode: Indicates whether the Value field entry corresponds to numbers in the shopping cart (Number), the gross price that this set group must achieve (Value (Gross)), or the net price (Value (Net)).
Value: Entries in this field show the number or value of products that must be acquired in order to fulfill the requirements for this set group.
Sorting: Determines whether goods are sorted into a given group in ascending or descending order based on their purchase price.
Product rules: At this point, further Rule Builder rules that must be followed in order for items to be included in this set group can be implemented.
There is a group, for example, that has a selection of sneakers. For example, number is a Mode, and 3 is a value that you define. To satisfy the requirements, a customer must buy three pairs of sneakers. The group is generated once there are three pairs in the shopping cart. It makes no difference if the models are the same or different.
If there are four items that match, three of them will be grouped together while the fourth is kept separate. Two groups will be established when there are six matching sneakers.
You can determine when a discount is provided and what is discounted using the sub item Discounts. You can put a value on these and then decide what they will be applied to.
A discount promotion allows you to run many promotions at the same time. Simply hit the Add Discount button to add another discount.
Apply to: Select which products the discount would be applied to here. On the entire shopping cart, shipping costs, the complete product set (all current set groups), or one of the existing set groups defined in the shopping cart section’s conditions.
Apply to specific range of products only: This option allows you to limit the discount to a specific set of products. When this option is enabled, the fields Product rules, Apply to, and Sort by become accessible.
It’s possible to narrow down the discount promotion to certain goods using Product rules. The following example demonstrates the difference between the product rules and the conditions: If a rule is specified in the shopping cart conditions that black T-shirts must be in the cart, the condition is satisfied as soon as a black T-shirt is added to the basket. This does not mean that the discount is limited to this black T-shirt; in theory, the discount may be applied to the entire shopping cart.
If you apply the discount to chosen products in the discount settings and then apply the product rule for black T-shirts again, the discount will only be applied to black T-shirts, even if the rest of the shopping cart is still charged normally.
If there are numerous products for which a discount is offered, it can be stored here that, for instance, a discount is only granted for every second/third/xth product using the setting Apply to.
If there are many products for which a discount can be provided, the discounted products are sorted by price in ascending or descending order using the setting Sort by. This setting becomes much more crucial when combined with the Apply to and Maximum application settings.
Type: Select whether the discount is an absolute discount, a percentage discount, a fixed price, or a fixed unit price. If you choose a fixed price or fixed unit pricing, it cannot be higher than the undiscounted/normal total or unit price.
Value: This field displays the discount’s real value. For example, if you enter 20 here, you will receive a basic discount of 20 euros, a discount of 20%, or a set (unit) price of 20 euros, depending on the selected type.
Maximum discount value: If the type is a percentage discount, the Maximum discount field appears. This enables you to define a discount upper limit, ensuring that the discounted % does not exceed the amount given.
Open advanced prices view: You can adjust the discount value for each currency separately here.
Common Examples of Discount Promotions in Shopware
1. Time limited “20% off everything except…”
The goal of this promotion is to offer a limited-time discount on all items, with the exception of a certain range of products.
In the general sub-tab, you first need to give your discount promotion a name and turn it on. Then, enter the promotion time in the fields valid from and valid until. Next, you need to save this promotion.
You only need to specify which sales channel the discount promotion should apply to in the Conditions sub-tab because this promotion should apply to “all” products. The exception rule for items that are not eligible for this promotion will be set in the discounts tab later.
You need to assign the discount to the whole shopping cart under the Discounts tab. The only apply to selected products button needs to be turned on. Then you need to select the item create new rule from the newly accessible drop-down field product rules. A new modal will appear, which looks quite similar to the Rule Builder’s view.
You then have to give the rule a name, set the priority, and optionally provide a description here. As an example, here we choose the option Line Item as a condition. The operator is is none of, and we enter all of the products we don’t want to be included in the discount promotion here. Then we save the new rule.
Now you need to click on the drop-down field Product Rules and choose the rule you’ve just established. This ensures that the discount promotion applies to all shopping cart products except those specifically mentioned in the rule.
You have to choose the Percentage option in the Type field. You need to enter the % in the Value field. With the field maximum discount value, you need to specify an upper limit for the discounted amount if necessary. Finally, click Save to finish configuring the discount action.
The concern may emerge at this point as to why the exception for discounts was placed in the product rules rather than as a condition for shopping cart and/or set groups.
If the same product rule had been given as a condition for the shopping cart, the discount promotion would no longer be activated if there was even one exception product in the shopping cart.
If products in the shopping cart were supposed to be discounted, they would no longer be discounted. The exception items would have to be removed from the shopping cart first for the condition to revert to “true” for the discount promotion to be valid again.
2. Promotions with a minimum order value
We’ll build a discount promotion that will only be activated if a specified minimum order value is met in this example. This would be from a sum of 100 euros or more in our example.
First, you need to type in the fields name and promotion period in the general tab and activate them. Then click save to unlock the conditions and discounts tabs.
To establish a promotion that is only valid from a specific minimum order value, you need to specify a shopping cart rule under the rule-based conditions section of the conditions tab.
To enter the rule builder modal, choose the option create new rule from the shopping cart rules drop-down menu. You must then give the rule a name and set the priority here.
Depending on your preferences, two conditions can now be considered for this promotion: goods price or cart amount.
The former considers the total worth of all items in the shopping cart solely. Other costs, discounts (e.g., other discount promotions, coupons), or surcharges (e.g., COD charges) of any type are not included in this calculation. The entire amount in the cart, including any non-product-related items, is calculated using the cart amount type.
Select the suitable operator after you’ve decided which type is ideal for you. We’ll use the value of 100 as an example here. Then you need to save t he settings so that the rule is created and applied.
Lastly, select the discount that best matches your needs on the discounts tab and save the promotion to implement the changes.
3. 3 for 2
A set group is used to create a “3 for 2” action. The following example demonstrates how this is setup in detail.
The settings in the general section, with the exception of the name, are all optional.
First and foremost, the settings in the category Conditions > Rule based conditions are important for the configuration.
To use the expanded configuration, click on the button promote sets of product sets.
You can now select how the set will be put together. We enter the quantity of items and number 3 as the value in our example.
The sorting controls how the individual sets are generated, after which the discount is applied. Select price ascending here to ensure that the cheapest product in the shopping cart is always discounted.
Determine which products will be featured in the promotion by using the product rules. There should be no restrictions in our example.
In the Discount section, the following settings are required:
Apply to set group-1 for the discount. Then activate the check box apply to specific range of products only for further configuration options.
The discount is to be apply to 1.item and the sorting is in ascending order. You can also specify if the discount should only be given to a certain number of items in the shopping cart. If you choose 1x, for example, your buyer will only receive one free product, even if they purchase a total of six. In this situation, without this restriction, your buyer will receive the two cheapest products for free (one free product for every 3 products).
We utilize horizontal as the item picking mode. The cheapest goods are added for free in multiples of three products in this way.
The discount is a type percentage discount with a value of 100. You can also specify a maximum discount value.
After that, all you have to do is save and activate the action. Your consumers will then be able to use the discount.
How to Apply Discounts in the Shopware Storefront?
As you might know, Shopware 6 supports a wide range of discount configurations. Some of these may require you to enter a code to activate the discount, while others may only apply the discount if certain conditions are met.
Here are 3 steps that you need to follow to apply the discount code on the Shopware 6 storefront:
Step 1: Add items to your shopping basket.
Step 2: Enter the code in the appropriate field before going to the checkout.
Step 3: Click the tick button to confirm the entry.
The discount will appear in the cart after a successful entry:
We have collected all you need to know about how to create and apply a new discount promotion in Shopware. We hope you find this topic useful, and please feel free to reach out to us if you have any questions regarding this topic. We’d love to hear from you.
Thank you for reading and we’ll see you in the next post.
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