USER MANUAL - FOOMAN ADVANCED PROMOTIONS QUICK LINKS DEMO STORE New Settings New Conditions New Promotion Types New Actions Sample Rules 1-10 Troubleshooting A demo store is available to trial the settings of this extension. Frontend: advpromo.demo.fooman.co.nz Backend: advpromo.demo.fooman.co.nz/admin Note: When using the frontend demo store, you need to enter the coupon code of the rule you want to use at checkout. This is configured so that the various sample rules can be easily differentiated, and that an overlapping rule is not accidentally triggered. EXTENSION VERSIONS We indicate which features are available on which version of Fooman Advanced Promotions in the following way: (v1.0.0+). Free updates are available for 12 months after your initial purchase. When a new version of Fooman Advanced Promotions is released, the file will be available to download from your account on the Fooman website, under My Downloadable Products. Page 1
New Settings Advanced Promotions Settings Go to System > Configuration > Fooman Extensions > Advanced Promotions. Enable Autocoupons (1.0.4+) Set to Yes to enable promotion links to be sent without using coupon codes. When enabled, a customer can receive a discount which is applied automatically after clicking a link tagged as a utm_campaign for Google Analytics. In addition to enabling this option, you need to create a sales rule which has a coupon code matching the entered campaign string. This autoapplies to all inbound links where a matching code is found. This is a great option for companies doing a lot of email marketing, and companies trying to move away from using explicit coupon codes (read more here). Note that for testing this feature, you'll need to clear your browser cookies (the auto coupon is only applied when your initial Magento session is created). Redistribute Discount (1.3.4+) For accounting purposes, you can choose to redistribute the discount amount across all products taking part in a promotion when giving away free products. There are several different options: Page 2 Evenly among products: Eg. Product 1 costs $100, and product 2 (free product) normally costs $20. A discount of $10 will be applied to both products. Proportionally between products: Eg. Product 1 costs $100, and product 2 (free product) costs $20. A discount will be applied to each product that is proportionate to its original price ($16.67 for product 1 and $3.33 for product 2).
Shopping Cart Price Rules Screen Go to Promotions > Shopping Cart Price Rules. Action Column (1.0.0+) A new Action column allows you to manage promotions from the overview screen, without having to individually go into each promotion item. The following actions are available: Page 3 Activate: Activates the selected rule Deactivate: Deactivates the selected rule Duplicate: Creates a new rule with a default name test, based on the settings of the selected rule (Note: Any coupon code reference will be removed, as these need to be unique) Delete: Deletes the selected rule
Setting Up Promotions Go to Promotions > Shopping Cart Price Rules. Configure promotions in same way as you would with standard Magento promotions. A note about how promotions are calculated Promotions are calculated using a condition (eg. Buy 3 t-shirts), and an action (eg. get a t-shirt free). For maximum flexibility, these are calculated independently of each other. Therefore, if the free/discounted product falls into the same action category as the condition category, this will overlap and have the following effect: 3 t-shirts added to cart, 1 of which will be free (an appropriate promotion name would be Buy 2 t-shirts, get 1 free ). If you wanted to run a Buy 3 t-shirts, get 1 free promotion, you would need to set up the condition as 'Buy 4 t-shirts' and the action as 'get a t-shirt free'. Sample rule 3 outlines these complexities in more detail. Page 4
Rule Information Screen Fooman Advanced Promotions adds the following new option to standard Magento's rule information screen: Conditions Fooman Advanced Promotions adds the following new conditions to this section, which are explained in detail in the next section of this User Manual: List of Coupon Codes (1.0.0+, Magento 1.4-1.6 only) Enter the coupon code/s which will trigger the promotion rule. You can use multiple different coupon codes to trigger the same promotion rule, in order to experiment with different marketing campaigns and track the success of each. To use this feature, choose 'list of coupons' in the dropdown list for the Coupon setting. Then enter each coupon code you wish to trigger the rule, separated by a comma and without any spaces. This features comes standard on Magento 1.7+ so is only included as a feature in Fooman Advanced Promotions for Magento 1.4-1.6. Page 5
Actions Maximum Qty Discount is Applied To (Ability to Limit Automatic Multiplication) (v1.1.5+) If you enter 0 or leave this setting empty, the promotion will automatically multiply using a single rule. A buy 2, get 1 free deal will automatically become a buy 4, get 2 free deal, or a buy 6, get 3 free deal. You can limit deals to 1/2/3+ per cart by entering a maximum number for this setting. Apply (v1.0.0+) Fooman Advanced Promotions adds the following new promotion types which are explained in detail in the next section of this User Manual: Discount (ADVANCED Only) (v1.3.0+) Select whether the cheapest or most expensive item should be discounted (or given away as the free product). Apply the rule only to cart items matching the following conditions (v1.0.0+) Fooman Advanced Promotions adds the following new actions which are explained in detail in the next section of this User Manual: Page 6
New Conditions For Each Group (v1.0.0+) For X products The customer must add a fixed number of products to their cart for the discount to apply. A discount will be applied each time a customer purchases a specified group of products. There are two sub-options: 'product subselection' or 'for X products'. In Magento this condition looks like: Practical examples: Product subselection The customer must add specific products or products with specific attributes to their cart for the discount to apply. Buy any 1/2/3+ items... Buy 1/2/3+ items from category X... Buy 1/2/3+ items from category X and 1/2/3+ items from category Y... Buy 1/2/3+ items from category X, 1/2/3+ items from category Y and 1/2/3+ items from category Z... Buy 1/2/3+ items with SKU X... Buy 1/2/3+ items with attribute Z... Buy 1/2/3+ items from category X with attribute Z (eg. colour/brand/...)... Buy 1/2/3+ items from category X and 1/2/3+ items from category Y with attribute Z (eg. colour/brand/...)... Sample rule examples: Page 7 Sample rule 1 Sample rule 2 Sample rule 3 Sample rule 4 Sample rule 9
For Each Group with Attribute Z (v1.0.0+) A discount will be applied each time a customer purchases a specified group of products which share a common attribute, such as having the same brand, colour or manufacturer. There are two sub-options: 'product subselection' or 'for X products'. For X products The customer must add a fixed number of products to their cart for the discount to apply. In Magento this condition looks like: Practical examples: Product subselection The customer must add specific products or products with specific attributes to their cart for the discount to apply. All of the examples in the For Each Group condition, plus the ability to limit the condition to items with a shared/common attribute Z (eg. items of the same colour/brand/...) Buy any 1/2/3+ items of the same brand... Sample rule examples: Sample rule 5 Sample rule 7 Page 8
Basket Value (v1.1.0+) Number of Items (v1.1.0+) A discount will be applied each time a customer's cart reaches a specified value. A discount will be applied each time a customer adds a fixed number of products to their cart. The functionality is the same as if you configure the For Each Group condition defined by 'For X products'. In Magento this condition looks like: In Magento this condition looks like: Practical examples: For every $X spent... Spend $X... (this is a variation of the example above, with 'Maximum Qty Discount is Applied To' set to 1) Practical examples: Buy X items... For every X items bought... Sample rule examples: Sample rule examples: Sample rule 8 Sample rule 10 Page 9
New Promotion Types Buy X for Fixed Amount (Discount Amount = Tax Exclusive) (v1.0.0+) Use this promotion type to set up a 'Buy X for Fixed Amount' promotion. The fixed discount amount will be tax exclusive. Buy Conditions, Get Y Free (Discount Amount is Y) (v1.0.0+) Use this promotion type to set up a 'Buy X, Get Y free' promotion (the free item can be the same or different to the purchased item). Practical examples: Sample rule examples:... get 1/2/3+ items from any category free... get 1/2/3+ items from category X free... get 1/2/3+ items from category X and 1/2/3+ items from category Y free... get 1/2/3+ items from category X, 1/2/3+ items from category Y and 1/2/3+ items from category Z free... get 1/2/3+ items with attribute Z free... get 1/2/3+ items from category X with attribute Z (eg. colour/brand/...) free... get 1/2/3+ items from category X and 1/2/3+ items from category Y with attribute Z (eg. colour/brand/...) free... get 1/2/3+ items with attribute Z free Sample rule 6 Sample rule examples: Practical examples: Buy 1/2/3+ items from any category for $X Buy 1/2/3+ items from category X for $X Buy 1/2/3+ items from category X or Y for $X Buy 1/2/3+ items with SKU X for $X Buy 1/2/3+ items with attribute Z for $X Buy 1/2/3+ items from category X with attribute Z (eg. colour/brand/...) for $X Page 10 Sample rule 1 Sample rule 2 Sample rule 3 Sample rule 4 Sample rule 5 Sample rule 7 Sample rule 8
Buy Conditions, Get a Discount (v1.0.0+) Use this promotion type to set up a 'Buy X, Get X% off' promotion. Practical examples:... get X% off all items... get X% off the 2nd/3rd/4th+ item... get X% off every item after the 2nd/3rd/4th+... get X% off 1/2/3+ items from category X... get X% off 1/2/3+ items from category X and 1/2/3+ items from category Y... get X% off 1/2/3+ items from category X, 1/2/3+ items from category Y and 1/2/3+ items from category Z... get X% off all items with SKU X... get X% off all items with attribute Z... get X% off all items from category X with attribute Z (eg. colour/brand/...)... get X% off all items from category X and 1/2/3+ items from category Y with attribute Z (eg. colour/brand/...) Sample rule examples: Sample rule 9 Sample rule 10 Page 11
New Actions Discount in Group (v1.0.0+) The discount will be applied to every item in the group, or every item in the group that matches your specified conditions. Discount is applied for each group as matched under conditions The discount will be applied on every item in the group that matches the conditions specified for the promotion. In Magento this action looks like: Practical examples: There are 2 variations that can be chosen: Discount is applied to every item in the group The discount will be applied on every item in the group there's no need to specify products or specific product attributes.... get X% off any 1/2/3+ items from category X... get X% off any 1/2/3+ items from category X and 1/2/3+ items from category Y... get X% off any 1/2/3+ items from category X, 1/2/3+ items from category Y and 1/2/3+ items from category Z... get X% off 1/2/3+ items with SKU X... get X% off 1/2/3+ items with attribute Z... get X% off 1/2/3+ items from category X with attribute Z (eg. brand/manufacturer)... get X% off 1/2/3+ items from category X and 1/2/3+ items from category Y with attribute Z (eg. brand/manufacturer) Sample rule examples: Sample rule 4 Page 12
Discount in Group Defined by Attribute Z (v1.0.0+) Automatically Add this Simple Product (v1.1.0+) The discount will be applied to every item in the group that shares a common attribute, such as having the same brand, colour or manufacturer. Simple products defined by a SKU (with no required options) can be automatically added to the cart, if you use Magento's one page checkout. In Magento this action looks like: In Magento this action looks like: Practical examples: Practical examples:... get 1/2/3+ items of each attribute Z value for free (eg. free item from each brand)... get X% off 1/2/3+ items of each attribute Z value (eg. 10% off one item from each brand)... get 1/2/3+ item X for free (simple product X is automatically added to cart) Sample rule examples: Sample rule 7 Sample rule 8 Sample rule examples: Sample rule 10 Notes 1. If the free product can't be defined by SKU due to configurable options such as size or colour, you can run the promotion using the Discount in Group or Discount in Group Defined by Attribute Z actions. The customer will need to choose the configurable options and add the product to their cart themselves for the free product to apply. 2. For global free product offers (eg. Buy one, get one free promotions applicable across the whole store), the customer needs to add both products to their cart to redeem the offer. A free product cannot be automatically added because the free product is the customer's choice. Page 13
3. A customer cannot remove free products that have been automatically added to the cart, as this can lead to confusion and enquiries with your customer support/fulfillment team (it won't be clear whether the customer removed the free item intentionally or if the free product was not added to the cart for another reason). We suggest using a customer comment field at checkout (not a standard Magento feature, but there are a range of extensions which add this functionality) where the customer can specify if they do not want the free product. This will make the situation clear to both the customer and your customer support/fulfillment team. Page 14
Sample Rules Sample Rule 1: Buy 2 Cameras and 1 Phone, Get Any 1 Item Free Sample Rule 2: Buy One Apparel Item, Get One Apparel Item Free Sample Rule 3: Buy Any 2 Electronic Items, Get 1 Camera Free Sample Rule 4: Buy 3 Cameras, Get 1 Camera and 1 Phone Free Sample Rule 5: For every laptop, get a phone of the same color for free Sample Rule 6: Buy any 3 red items from the apparel category for $30 Sample Rule 7: Auto add free Nokia phone to cart with purchase of any phone Sample Rule 8: Auto add free Samsung phone to cart for every $100 spent Sample Rule 9: For every Hoodie purchased, Get 20% off one Shirt of every colour Sample Rule 10: Get 20% off Every 3rd Item (Max 2) Page 15
Sample Rule 1: Buy 2 Cameras and 1 Phone, Get Any 1 Item Free Conditions Use the Advanced Promotions condition "For each group. Define the condition as follows: Actions Set up the following actions: For 'Apply', choose Buy Conditions, Get Y Free (Discount Amount is Y). Leave 'Apply the Rule Only to Cart Items' blank, as the free item can be any item: Page 16
Result Free item (can be from any category) Discount with label Page 17
Sample Rule 2: Buy One Apparel Item, Get One Apparel Item Free Conditions Use the Advanced Promotions condition "For each group. Define the condition as follows (category 18 is the apparel category): Actions Set up the following actions: For 'Apply', choose Buy Conditions, Get Y Free (Discount Amount is Y). For 'Apply the Rule Only to Cart Items', restrict the free item to the apparel category: Page 18
Result Free apparel item Discount Page 19
Sample Rule 3: Buy Any 2 Electronic Items, Get 1 Camera Free Conditions Use the Advanced Promotions condition "For each group, and choose product subselection. Define the condition as follows (category 13 is the electronics category): Actions Set up the following actions: For 'Apply', choose Buy Conditions, Get Y Free (Discount Amount is Y). For 'Apply the Rule Only to Cart Items', restrict the free item to the camera category (category 12): Page 20
Result This is an unusual case because the free item being given away (a camera) is also in the electronics category (the qualifying condition). The camera therefore counts towards meeting the promotion condition, AND qualifies as a free item. Free camera 1 (cheapest in cart) The cart contains 5 items from the electronics category. This means we will give away 2 free cameras (the 2 cheapest of the 3 in the cart), because the rule has automatically multiplied. Free camera 2 (second cheapest in cart) Discount with label Page 21
Sample Rule 4: Buy 3 Cameras, Get 1 Camera and 1 Phone Free Actions Set up the following actions: Conditions Use the Advanced Promotions condition "For each group, and choose product subselection. Define the condition as follows: For 'Apply', choose Buy Conditions, Get Y Free (Discount Amount is Y). For 'Apply the Rule Only to Cart Items', choose Discount in Group (to discount more than one item). Restrict the free items to the camera and phone categories: Page 22
Result Free phone Four cameras in the cart (one is free) Discount Page 23
Sample Rule 5: For every laptop, get a phone of the same color for free Conditions Use the Advanced Promotions condition For each group with attribute Z, and choose product subselection. Define the condition as follows (category 28 is the laptop category): Actions Set up the following actions: For 'Apply', choose Buy Conditions, Get Y Free (Discount Amount is Y). For 'Apply the Rule Only to Cart Items', choose Apply the rule only to cart items matching Advanced Promotions > Discount in group. Also restrict the free item to the group as matched under conditions (the same colour as the purchased laptop), and to phones (category 8): Page 24
Result 1 black HTC phone free with black Acer laptop 1 silver Samsung phone free with silver Apple laptop (cheapest of the 2 silver phones in the cart) Remaining silver AT&T phone sold at full price (most expensive of the 2 silver phones in the cart) Discount Page 25
Sample Rule 6: Buy any 3 red items from the apparel category for $30 Conditions Leave this section empty: Actions Set up the following actions: For 'Apply', choose Buy X for Fixed Amount (Discount Amount = Tax Exclusive). For 'Apply the Rule Only to Cart Items', to apply the discount only to the red apparel items, add these attribute restrictions as two separate entries: Page 26
Result 3 red items for $30 (cheapest 3 red items in the cart) Remaining red item sold at full price (most expensive item in cart) Discount with label Page 27
Sample Rule 7: Auto add free Nokia phone to cart with purchase of any phone Every time a phone is added to the cart, a free Nokia phone will be automatically added to the cart. Actions Set up the following actions: Conditions Use the Advanced Promotions condition For each group with attribute Z, and choose product subselection. Define the condition as follows (category 8 is the phone category): For 'Apply', choose Buy Conditions, Get Y Free (Discount Amount is Y). For 'Apply the Rule Only to Cart Items', choose Automatically add this simple product : Page 28
Results Free product notification Any phone added to cart Free Nokia 2610 phone automatically added to cart Page 29
Sample Rule 8: Auto add free Samsung phone to cart for every $100 spent For every $100 spent, a free Samsung Ace phone will be added to the cart (these are obviously surplus stock!). Conditions Use the Advanced Promotions condition "Basket value. Define the condition as follows: Actions Set up the following actions: For 'Apply', choose Buy Conditions, Get Y Free (Discount Amount is Y). For 'Apply the Rule Only to Cart Items', choose Automatically add this simple product : Page 30
Results Free product notification 3 free Samsung Ace phones added to cart (1 for every $100 spent) Page 31
Sample Rule 9: For every Hoodie purchased, Get 20% off one Shirt of every colour Actions Set up the following actions: Conditions Use the Advanced Promotions condition For Each Group. Define the condition as follows: For 'Apply', choose Buy Conditions, Get a Discount. For 'Apply the Rule Only to Cart Items', choose Discount in Group Defined by Attribute Z (in this case, attribute Z will be colour): Page 32
Results 4 t-shirts have been added to the cart: 2 white, 1 red and 1 green. The 20% discount has been taken off the red t-shirt, green t-shirt and the lowest price white t-shirt. The second (highest price) white t-shirt does not quality for a discount. Discount with label Page 33
Sample Rule 10: Get 20% off Every 3rd Item (Max 2) Conditions Use the Advanced Promotions condition Number of Items. Define the condition as follows: Actions Set up the following actions: For 'Apply', choose Buy Conditions, Get a Discount. Leave 'Apply the Rule Only to Cart Items' blank, as the discounted item can be any item: Page 34
Results There are 9 products in the cart, but the promotion has a maximum of 2 uses, so only 2 products are eligible to be discounted by 20%. The 20% discount was applied to the cheapest 2 items. All other products are full price. Discount with label Page 35
Troubleshooting For FAQ s, troubleshooting, uninstall instructions and more, check out the Fooman Support Centre. Page 36