WebSphere Commerce v7 FEP5

Promotions
Francesco Schettini
E-Commerce Solution Architect
Freelance

@FranSchettini
Extracted from
WCS v.7.0.0.7 Info Center

http://fschettini.com

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Agenda

1. Promotion types
2. Common features
3. Order Level Promotions
4. CatEntry Level Promotions
5. Shipping Promotions
6. Examples of Promotions
7. Promotion codes
8. Coupon promotions
9. Promotion Engine

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Promotion

Promotions enable you to offer customers

incentives to purchase.

WebSphere Commerce introduces the

Management Center Promotion Tool
in order to implement
the promotion strategies!

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The Promotion Tool

Create promotions on many predefined promotion types;
Manage promotions and view scheduling;
Search for promotions.

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Promotion types
4

Catentr
y

Shippin
g

types
Order

28

Multipl
e items

Catego
ry

different
promotion
Types

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Promotion types - groups

Promotions are grouped according

to their type;
There are three promotion groups
Catentr
Shippin
by default:
y
g
Catalog-entry-level
promotions;
Order-level promotions;
types
Shipping promotions.
Catego
Promotion groups serve the
ry
Order
following two purposes
Multipl
All of the promotions within a
2
2
e items
1
1
group share a common group
Order
of promotion policies;
Catalog-Entry
Level group
Promotions are evaluated
Level group
according to their promotion
group.

Shipping
Level group

3
3

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Promotions

When you are designing promotions for your site,

consider how your promotions are being evaluated.
How you design your promotions and configure
your promotion evaluation process can affect your
site performance during promotion evaluation.
When you are creating promotions,
consider the promotion type, the promotion conditions,
the size of orders that are evaluated,
and the agenda builder
that is used for promotion evaluation.

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Promotion common features

Redemption methods;
Combination with other promotions;
Priority;
States;
Availability;
Applicability;
Redemption limits;
Multiple discount ranges;
Advertising.

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Redemption method

You can select the redemption method

associated with any promotion
Qualifying purchase
Customers who meet the purchase conditions automatically qualify
for the promotion.
Requires promotion codes
Customers must enter a promotion code to apply the promotion
to their order.
Coupon promotion
Customers must possess a virtual coupon to qualify for the promotion.

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Combination with others promotions

This setting governs how the promotion can

be evaluated with respect to other promotions

Combine with other promotions

Combine with other promotions stackable
Exclusive within the same group
Exclusive within an order

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Priority

You can assign a priority to a promotion.

When a single order qualifies for multiple promotions
from the same promotion group, the promotion with the
highest priority is applied first

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States

Inactive
Active
Activating
Suspended

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Redemption limits

You can impose limits on the applicability of

your promotions, called redemption limits.
Maximum redemptions for this promotion
This option limits the number of times that a promotion can be used
in total, by all customers.
Maximum redemptions on a single order
This option limits the number of times that a promotion can be used
in a single order.
Maximum redemptions by a single customer
This option limits the number of times that a promotion can be used
by a single customer..

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Multiple discount ranges

For certain promotion types, you can define multiple
discount ranges for a single promotion.
Defining multiple discount ranges increases the amount, or
percentage of a discount as the volume of the order
grows;

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Order level promotions an example

Get 20% off for orders over 50 euro
1. Create new promotion with template Order promotions
and choose Percentage off an order;
2. Set name, redemption method, combination with other
promo and priority;
3. Set Purchase Conditions and Reward;
4. Set Redemption Limits;
5. Set Scheduling;
6. Set Description;
7. Activate it!

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Order level promotions

#1 Create new promotion with template Order promotions

and choose Percentage off an order

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Order level promotions

#2 Set name, redemption method, combination with other

promo and priority

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Order level promotions

#3 Set Purchase Conditions and Reward

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Order level promotions

#4 Set Redemption Limits

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Order level promotions

#5 Set Scheduling

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Order level promotions

#6 Set Description

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Order level promotions

#7 Activate

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Order level promotions

Promotion working on Front End

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CE level promotions an example

Buy any computer accessory get 50% on inkjet printer

1. Create new promotion with template Category
Promotion and choose Buy catalog entries from
category X, get additional catalog entries from category X
at a percentage off;
2. Set name, redemption method, combination with other
promo and priority;
3. Set Purchase Conditions and Reward;
4. Set Redemption Limits;
5. Set Scheduling;
6. Set Description;
7. Activate it!

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CE level promotions an example

#1 Create new promotion with template Category Promotion and choose

Buy catalog entries from category X, get additional catalog entries from
category X at a percentage off

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CE level promotions an example

#2 Set name, redemption method, combination with other

promo and priority

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CE level promotions an example

#3 Set Purchase Conditions and Reward

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CE level promotions an example

#4 Set Redemption Limits

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CE level promotions an example

#5 Set Scheduling

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CE level promotions an example

#6 Set Description

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CE level promotions an example

#7 Activate

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CE level promotions an example

Promotion working on front end

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Shipping promotions an example

Free shipping for orders over 50 euro
1. Create new promotion with template Shipping Promotion
and choose Fixed price for shipping an order;
2. Set name, redemption method, combination with other
promo and priority;
3. Set Purchase Conditions and Reward;
4. Set Redemption Limits;
5. Set Scheduling;
6. Set Description;
7. Activate it!

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Shipping promotions an example

#1 Create new promotion with template Shipping Promotion and choose

Fixed price for shipping an order

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Shipping promotions an example

#2 Set name, redemption method, combination with other

promo and priority

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Shipping promotions an example

#3 Set Purchase Conditions and Reward

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Shipping promotions an example

#4 Set Redemption Limits

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Shipping promotions an example

#5 Set Scheduling

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Shipping promotions an example

#6 Set Description

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Shipping promotions an example

#7 Activate

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Shipping promotions an example

Promotion working on front end

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Promotion examples
1. Spend over 100 euro and receive a gift;
2. Get 10 euro off orders over 100 euro;
3. Buy 2 or more items from the Pantalones category, get
free shipping;
4. Buy any 2 items from the Pijamas category, pay 40 euro
for both;
5. Buy Chndal de rayas con camiseta and Abrigo Trenka
de pao get 10% off all these items.

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Promotion codes
Customers must enter a promotion code
to apply the promotion to their order.
1. The configuration of the promotion is basically the same;
2. The redemption method (step #2) has to be Promotion
code specification;
3. The promotion code can be public or private;
4. A public promotion code is a reusable public code;
5. A private promotion code is a unique code can be created
with:
1. Simple system-generation;
2. Advanced system-generation;
3. Importing codes.

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Promotion codes public code

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Promotion codes simple generation

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Promotion codes advanced generation

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Promotion codes import codes

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Promotion codes import codes

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Promotion codes export codes

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Promotion codes codes generation

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Promotion codes codes generation

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Promotion codes front end

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Coupon promotions

Coupon promotions are a special kind of promotions,

designed to mimic the experience of a customer
clipping a coupon from a newspaper, or something similar,
and redeeming it at a store
1. The configuration of the promotion is basically the same;
2. The redemption method (step #2) has to be Coupon
promotion;
3. A coupon can be distributed to the customers,
1. Using a web activity- when the customer clicks on
the adv the coupon is placed in its wallet;
2. With a dialog activity- the coupon is placed in the
customers wallet after predefined action (for
example, registration)

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Coupon promotions

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Coupon promotions web activity

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Coupon promotions web activity

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Coupon promotions dialog activity

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Coupon promotions coupons wallet

A coupon wallet is a container for coupons
a customer has received.
Customers can use coupon wallets to manage their
coupons;
When customers check out, they can choose to apply
coupons in their coupon wallet;
If the order qualifies for the coupon promotion, then the
server applies the adjustment to the order.

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Coupon promotions front end

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Coupon promotions front end

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Promotion Engine - APIs

It defines objects
dependencies the
promotion engine has
with the data model

This persistent storage allows the

promotion engine to store
persistent objects such as
promotions, promotion policies, the
results of applying promotions to
an order, and statistics.

It provides promotion
engine configuration
information and instructs
the promotion engine to
initialize itself.

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Promotion Engine Promotion XML

The promotion XML is the name that is given to the XML

representation of a promotion type.
The promotion engine uses the runtime promotion XML
to evaluate the promotion on the storefront.
There are 2 types of promotions XML: authoring and runtime;
The authoring promotion XML contains the data about a promotion that
business users input into the Promotions tool user interface when authoring
promotions;
The runtime promotion XML is used by the server to evaluate promotions
during the shopping flow.
When a business user activates a promotion, the following process
transforms the authoring promotion XML into the runtime promotion XML.

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Promotion Engine Promotion activation

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Promotion Engine tables content

Get 20% off for orders over 50 euro

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Promotion Engine tables content

Get 20% off for orders over 50 euro

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Promotion Engine xml representation

Example of Runtime Promotion XML

<Range impl= "com.ibm.commerce.marketing.promotion.reward.DistributionRange>

<LowerBound>50</LowerBound>
<RewardChoice>
<Reward impl= "com.ibm.commerce.marketing.promotion.reward.DefaultReward">
<AdjustmentFunction impl="com.ibm.commerce.marketing.promotion.reward.AdjustmentFunction">
<FilterChain impl= "com.ibm.commerce.marketing.promotion.condition.FilterChain">
<Filter impl= "com.ibm.commerce.marketing.promotion.condition.DummyFilter" />
</FilterChain>
<Adjustment impl= "com.ibm.commerce.marketing.promotion.reward.FixedAmountOffAdjustment">
<AmountOff>15</AmountOff>
<Currency>EUR</Currency>
<AdjustmentType>wholeOrder</AdjustmentType>
</Adjustment>
Stored in the
</AdjustmentFunction>

</Reward>
</RewardChoice>
</Range>

table
PX_PROMOTION

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Promotion Engine customization steps

Creating new promotion using existing elements

1. Determine what kind of promotion your store requires;
2. Understand the promotion XML presentation and build it:
a. Identify any similar promotion types among the default promotions;
b. Retrieve the necessary XML from the database;
c. Create the new promotion as an XML file;
d. Combine the nodes as necessary to create your custom condition or
reward.
3. Understand where the promotion is persisted and cached:
a. Create the promotion definition in the database manually;
b. Test your custom promotion.
4. Update the user interface as needed.
Reference:
http://pic.dhe.ibm.com/infocenter/wchelp/v7r0m0/topic/com.ibm.commerce.customizetools.doc/tasks/tprcspromtype.htm

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References
WebSphere Commerce InfoCenter v7
http://pic.dhe.ibm.com/infocenter/wchelp/v7r0m0/index.jsp