Promotion with basket trigger

Published August 29, 2023
Modules
Difficulty

Basket trigger promotion applies to the entire contents of a shopper’s basket and the customer is entitled to the promotion when the total value of the shopping cart exceeds a designated range.

The decision to frame a promotion within a specific range of purchase values is strategic and purposeful. By setting a minimum threshold for eligibility, customers are motivated to explore additional products or services to reach the lower end of the range, often discovering new items of interest. On the other hand, those who are considering higher-value purchases find the incentive to maximize their savings by striving for the upper end of the range. This enables businesses to harmonize the promotion with their broader pricing strategy.

In this use case, if a customer’s total basket value is between 100-500 PLN, they become eligible for a generous 10% discount on their overall purchase.

Prerequisites


  • POS must be integrated with Synerise promotion engine to calculate discounted values of basket items.
  • Apply the Process basket method which sends information (basket value and purchased items) about the transaction made at the checkout to Synerise (in the case of applying promotions, also in offline stores). This way, we can determine whether the transaction qualifies for being included in this specific promotion.
  • Implement transaction events using SDK or API.
  • Implement the Promotion module with SDK mobile in your mobile application or through API in any channel.
Note: This use case only works when Synerise is the main source of promotion calculation.

Creating the promotion


  1. Go to Communication > Promotions > Add promotion.

  2. Select the For entire cart option.

  3. In the Audience section, select a group of customers for whom the promotion will be activated. Confirm your selection, by clicking Apply.

  4. In the Content section, define the name, description, and an image of the promotion. Confirm the settings by clicking Apply.

  5. In Type & limits section:

    1. As a discount type, choose Percentage.
    2. In the Value field, enter the amount of discount, in our case it’s 10.
    3. Switch the Basket trigger toggle on.
    4. Define the minimum and maximum basket value trigger to apply promotion. In our case it will be 100 and 500.
    5. Apply changes.
    The view of the configuration of the aggregate
    Configuration of the promotion
  6. In the Schedule section, define the distribution period.

  7. Optionally, in the Stores section, select the offline stores where the profiles can redeem the promotion.

  8. In the Items section, select the catalog and items to be included in the promotion.

  9. To apply all changes and run the promotion, click Publish.

Note: As the next step, you can create a document within Synerise that includes this promotion, so that it becomes visible, for example, in the mobile application. Thanks to this, you can enhance the promotion’s reach and effectiveness, potentially increasing customer engagement and sales.

Check the use case set up on the Synerise Demo workspace


You can check the promotion configuration directly in Synerise Demo workspace.

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