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Promotions
Francesco Schettini
E-Commerce Solution Architect
Freelance
@FranSchettini
http://fschettini.com
WebSphere Comm...
Agenda
PROMOTIONS
A
1.Promotion types
2.Common features
3.Order Level Promotions
4.CatEntry Level Promotions
5.Shipping Pr...
Promotion
PROMOTIONS
“Promotions enable you to offer customers
incentives to purchase.”
WebSphere Commerce introduces the
...
The Promotion Tool
PROMOTIONS
0
• Create promotions on many predefined promotion types;
• Manage promotions and view sched...
Shipping Catentry
Category
Multiple
items
Order
Promotion types
PROMOTIONS
1
types
3
4 9
9
3
28
different
promotion
Types
types
Promotion types - groups
PROMOTIONS
1
• Promotions are grouped according
to their type;
• There are three promotion ...
Promotions
PROMOTIONS
!
“When you are designing promotions for your site,
consider how your promotions are being evaluated...
Promotion common features
PROMOTIONS
2
• Redemption methods;
• Combination with other promotions;
• Priority;
• States;
• ...
Redemption method
PROMOTIONS
2
• Qualifying purchase
Customers who meet the purchase conditions automatically qualify
for ...
Combination with others promotions
PROMOTIONS
2
• Combine with other promotions
• Combine with other promotions stackable
...
Priority
PROMOTIONS
2
“You can assign a priority to a promotion.
When a single order qualifies for multiple promotions
fro...
States
PROMOTIONS
2
• Inactive
• Active
• Activating
• Suspended
Redemption limits
PROMOTIONS
2
• Maximum redemptions for this promotion
This option limits the number of times that a prom...
Multiple discount ranges
PROMOTIONS
2
• For certain promotion types, you can define multiple
discount ranges for a single ...
Order level promotions – an example
PROMOTIONS
3
1. Create new promotion with template “Order promotions”
and choose “Perc...
Order level promotions
PROMOTIONS
3
#1 Create new promotion with template “Order promotions”
and choose “Percentage off an...
Order level promotions
PROMOTIONS
3
#2 Set name, redemption method, combination with other
promo and priority
Order level promotions
PROMOTIONS
3
#3 Set Purchase Conditions and Reward
Order level promotions
PROMOTIONS
3
#4 Set Redemption Limits
Order level promotions
PROMOTIONS
3
#5 Set Scheduling
Order level promotions
PROMOTIONS
3
#6 Set Description
Order level promotions
PROMOTIONS
3
#7 Activate
Order level promotions
PROMOTIONS
3
Promotion working on Front End
CE level promotions – an example
PROMOTIONS
4
1. Create new promotion with template “Category
Promotion” and choose “Buy c...
CE level promotions – an example
PROMOTIONS
4
#1 Create new promotion with template “Category Promotion” and choose
“Buy c...
CE level promotions – an example
PROMOTIONS
4
#2 Set name, redemption method, combination with other
promo and priority
CE level promotions – an example
PROMOTIONS
4
#3 Set Purchase Conditions and Reward
CE level promotions – an example
PROMOTIONS
4
#4 Set Redemption Limits
CE level promotions – an example
PROMOTIONS
4
#5 Set Scheduling
CE level promotions – an example
PROMOTIONS
4
#6 Set Description
CE level promotions – an example
PROMOTIONS
4
#7 Activate
CE level promotions – an example
PROMOTIONS
4
Promotion working on front end
Shipping promotions – an example
PROMOTIONS
5
1. Create new promotion with template “Shipping Promotion”
and choose Fixed ...
Shipping promotions – an example
PROMOTIONS
5
#1 Create new promotion with template “Shipping Promotion” and choose
Fixed ...
Shipping promotions – an example
PROMOTIONS
5
#2 Set name, redemption method, combination with other
promo and priority
Shipping promotions – an example
PROMOTIONS
5
#3 Set Purchase Conditions and Reward
Shipping promotions – an example
PROMOTIONS
5
#4 Set Redemption Limits
Shipping promotions – an example
PROMOTIONS
5
#5 Set Scheduling
Shipping promotions – an example
PROMOTIONS
5
#6 Set Description
Shipping promotions – an example
PROMOTIONS
5
#7 Activate
Shipping promotions – an example
PROMOTIONS
5
Promotion working on front end
Promotion examples
PROMOTIONS
6
1. Spend over 100 euro and receive a gift;
2. Get 10 euro off orders over 100 euro;
3. Buy...
Promotion codes
PROMOTIONS
7
1. The configuration of the promotion is basically the same;
2. The redemption method (step #...
Promotion codes – public code
PROMOTIONS
7
Promotion codes – simple generation
PROMOTIONS
7
Promotion codes – advanced generation
PROMOTIONS
7
Promotion codes – import codes
PROMOTIONS
7
Promotion codes – import codes
PROMOTIONS
7
Promotion codes – export codes
PROMOTIONS
7
Promotion codes – codes generation
PROMOTIONS
7
Promotion codes – codes generation
PROMOTIONS
7
Promotion codes – front end
PROMOTIONS
7
Coupon promotions
PROMOTIONS
8
1. The configuration of the promotion is basically the same;
2. The redemption method (step...
Coupon promotions
PROMOTIONS
8
Coupon promotions – web activity
PROMOTIONS
8
Coupon promotions – web activity
PROMOTIONS
8
Coupon promotions – dialog activity
PROMOTIONS
8
Coupon promotions – coupons wallet
PROMOTIONS
8
• Customers can use coupon wallets to manage their
coupons;
• When custome...
Coupon promotions – front end
PROMOTIONS
8
Coupon promotions – front end
PROMOTIONS
8
Promotion Engine - APIs
PROMOTIONS
9
This persistent storage allows the promotion
engine to store persistent objects such ...
Promotion Engine – Promotion XML
PROMOTIONS
9
• There are 2 types of promotions XML: authoring and runtime;
• The authorin...
Promotion Engine – Promotion activation
PROMOTIONS
9
Promotion Engine – tables content
PROMOTIONS
9
“Get 20% off for orders over 50 euro”
Promotion Engine – tables content
PROMOTIONS
9
“Get 20% off for orders over 50 euro”
Promotion Engine – xml representation
PROMOTIONS
9
Example of Runtime Promotion XML
…
<Range impl= "com.ibm.commerce.marke...
Promotion Engine – customization steps
PROMOTIONS
9
“Creating new promotion using existing elements”
1. Determine what kin...
References
PROMOTIONS
• WebSphere Commerce InfoCenter v7
http://pic.dhe.ibm.com/infocenter/wchelp/v7r0m0/index.jsp
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WebSphere Commerce Promotions overview

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An introduction of Promotion Tool provided in WebSphere Commerce v7 FEP5. This presentation describes the key elements related to promotions activities, in particular: Order Level Promotions, CatEntry Level Promotions, Shipping Promotions, Promotion codes and Coupon promotions.
It also provides an brief overview of the Promotion Engine.

Published in: Software, Business, Technology
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WebSphere Commerce Promotions overview

  1. 1. Promotions Francesco Schettini E-Commerce Solution Architect Freelance @FranSchettini http://fschettini.com WebSphere Commerce v7 FEP5 Extracted from WCS v.7.0.0.7 Info Center
  2. 2. Agenda PROMOTIONS A 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
  3. 3. Promotion PROMOTIONS “Promotions enable you to offer customers incentives to purchase.” WebSphere Commerce introduces the Management Center Promotion Tool in order to implement the promotion strategies! 0
  4. 4. The Promotion Tool PROMOTIONS 0 • Create promotions on many predefined promotion types; • Manage promotions and view scheduling; • Search for promotions.
  5. 5. Shipping Catentry Category Multiple items Order Promotion types PROMOTIONS 1 types 3 4 9 9 3 28 different promotion Types
  6. 6. types Promotion types - groups PROMOTIONS 1 • Promotions are grouped according to their type; • There are three promotion groups by default: • Catalog-entry-level promotions; • Order-level promotions; • Shipping promotions. • Promotion groups serve the following two purposes • All of the promotions within a group share a common group of promotion policies; • Promotions are evaluated according to their promotion group. Shipping Catentry Category Multiple items Order 1 Catalog-Entry Level group 2 Order Level group 3 Shipping Level group
  7. 7. Promotions 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.”
  8. 8. Promotion common features PROMOTIONS 2 • Redemption methods; • Combination with other promotions; • Priority; • States; • Availability; • Applicability; • Redemption limits; • Multiple discount ranges; • Advertising.
  9. 9. Redemption method PROMOTIONS 2 • 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. “You can select the redemption method associated with any promotion”
  10. 10. Combination with others promotions PROMOTIONS 2 • Combine with other promotions • Combine with other promotions stackable • Exclusive within the same group • Exclusive within an order “This setting governs how the promotion can be evaluated with respect to other promotions”
  11. 11. Priority PROMOTIONS 2 “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”
  12. 12. States PROMOTIONS 2 • Inactive • Active • Activating • Suspended
  13. 13. Redemption limits PROMOTIONS 2 • 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.. “You can impose limits on the applicability of your promotions, called redemption limits.”
  14. 14. Multiple discount ranges PROMOTIONS 2 • 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;
  15. 15. Order level promotions – an example PROMOTIONS 3 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! “Get 20% off for orders over 50 euro”
  16. 16. Order level promotions PROMOTIONS 3 #1 Create new promotion with template “Order promotions” and choose “Percentage off an order”
  17. 17. Order level promotions PROMOTIONS 3 #2 Set name, redemption method, combination with other promo and priority
  18. 18. Order level promotions PROMOTIONS 3 #3 Set Purchase Conditions and Reward
  19. 19. Order level promotions PROMOTIONS 3 #4 Set Redemption Limits
  20. 20. Order level promotions PROMOTIONS 3 #5 Set Scheduling
  21. 21. Order level promotions PROMOTIONS 3 #6 Set Description
  22. 22. Order level promotions PROMOTIONS 3 #7 Activate
  23. 23. Order level promotions PROMOTIONS 3 Promotion working on Front End
  24. 24. CE level promotions – an example PROMOTIONS 4 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! “Buy any computer accessory get 50% on inkjet printer”
  25. 25. CE level promotions – an example PROMOTIONS 4 #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”
  26. 26. CE level promotions – an example PROMOTIONS 4 #2 Set name, redemption method, combination with other promo and priority
  27. 27. CE level promotions – an example PROMOTIONS 4 #3 Set Purchase Conditions and Reward
  28. 28. CE level promotions – an example PROMOTIONS 4 #4 Set Redemption Limits
  29. 29. CE level promotions – an example PROMOTIONS 4 #5 Set Scheduling
  30. 30. CE level promotions – an example PROMOTIONS 4 #6 Set Description
  31. 31. CE level promotions – an example PROMOTIONS 4 #7 Activate
  32. 32. CE level promotions – an example PROMOTIONS 4 Promotion working on front end
  33. 33. Shipping promotions – an example PROMOTIONS 5 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! “Free shipping for orders over 50 euro”
  34. 34. Shipping promotions – an example PROMOTIONS 5 #1 Create new promotion with template “Shipping Promotion” and choose Fixed price for shipping an order”
  35. 35. Shipping promotions – an example PROMOTIONS 5 #2 Set name, redemption method, combination with other promo and priority
  36. 36. Shipping promotions – an example PROMOTIONS 5 #3 Set Purchase Conditions and Reward
  37. 37. Shipping promotions – an example PROMOTIONS 5 #4 Set Redemption Limits
  38. 38. Shipping promotions – an example PROMOTIONS 5 #5 Set Scheduling
  39. 39. Shipping promotions – an example PROMOTIONS 5 #6 Set Description
  40. 40. Shipping promotions – an example PROMOTIONS 5 #7 Activate
  41. 41. Shipping promotions – an example PROMOTIONS 5 Promotion working on front end
  42. 42. Promotion examples PROMOTIONS 6 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 “Chándal de rayas con camiseta” and “Abrigo Trenka de paño” get 10% off all these items.
  43. 43. Promotion codes PROMOTIONS 7 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. “Customers must enter a promotion code to apply the promotion to their order.”
  44. 44. Promotion codes – public code PROMOTIONS 7
  45. 45. Promotion codes – simple generation PROMOTIONS 7
  46. 46. Promotion codes – advanced generation PROMOTIONS 7
  47. 47. Promotion codes – import codes PROMOTIONS 7
  48. 48. Promotion codes – import codes PROMOTIONS 7
  49. 49. Promotion codes – export codes PROMOTIONS 7
  50. 50. Promotion codes – codes generation PROMOTIONS 7
  51. 51. Promotion codes – codes generation PROMOTIONS 7
  52. 52. Promotion codes – front end PROMOTIONS 7
  53. 53. Coupon promotions PROMOTIONS 8 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 customer’s wallet after predefined action (for example, registration) “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”
  54. 54. Coupon promotions PROMOTIONS 8
  55. 55. Coupon promotions – web activity PROMOTIONS 8
  56. 56. Coupon promotions – web activity PROMOTIONS 8
  57. 57. Coupon promotions – dialog activity PROMOTIONS 8
  58. 58. Coupon promotions – coupons wallet PROMOTIONS 8 • 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. “A coupon wallet is a container for coupons a customer has received.”
  59. 59. Coupon promotions – front end PROMOTIONS 8
  60. 60. Coupon promotions – front end PROMOTIONS 8
  61. 61. Promotion Engine - APIs PROMOTIONS 9 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 defines objects dependencies the promotion engine has with the data model It provides promotion engine configuration information and instructs the promotion engine to initialize itself.
  62. 62. Promotion Engine – Promotion XML PROMOTIONS 9 • 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. “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.”
  63. 63. Promotion Engine – Promotion activation PROMOTIONS 9
  64. 64. Promotion Engine – tables content PROMOTIONS 9 “Get 20% off for orders over 50 euro”
  65. 65. Promotion Engine – tables content PROMOTIONS 9 “Get 20% off for orders over 50 euro”
  66. 66. Promotion Engine – xml representation PROMOTIONS 9 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> </AdjustmentFunction> </Reward> </RewardChoice> </Range> … Stored in the table PX_PROMOTION
  67. 67. Promotion Engine – customization steps PROMOTIONS 9 “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
  68. 68. References PROMOTIONS • WebSphere Commerce InfoCenter v7 http://pic.dhe.ibm.com/infocenter/wchelp/v7r0m0/index.jsp

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