Creating and managing offers
An offer pushes a coupon to a targeted group of Wollette customers — you set the discount, then say who should see it and where.
Before you start: Your account currency needs to be set, and any products the discount applies to should already exist in your catalogue.
Where to find it: Sidebar → Quick access → Offers.
The page lists your offers with the columns Name, Offer type, Valid from and Valid to.
Creating an offer
The form is a four-step wizard: Basic information → Coupon details → Base targeting criteria → Offer rules. Move through it with Next; Back returns to the previous step and Cancel on step 1 closes the window.
Steps
- Click New offer. The New offer window opens on Basic information.
- Enter an Offer name, then pick Available from and Available to. Available to stays locked until you've chosen a start date, and must be at least a day after it. Add a Description if you want one.
- Click Next. Wollette checks the name isn't already in use before moving on.
- On Coupon details, choose a Discount type. The boxes below change to suit it:
- a fixed amount off particular products → Discount amount, Applicable products, Minimum quantity, Maximum quantity
- a percentage off particular products → Discount percentage, Applicable products, Minimum quantity, Maximum quantity
- a fixed amount off the whole order → Discount amount, Minimum amount, Excluded products
- a percentage off the whole order → Discount percentage, Minimum amount, Excluded products
- Enter a Discount code and, if you'd like, a Discount description.
- Set Coupon valid for and Validity period unit — how long the coupon lasts once a customer has it — and fill in the Terms and conditions.
- Click Next.
- On Base targeting criteria, click into Location and type the address you want to centre the offer on. Keep typing: the box only starts looking for matches once you've given it a fairly complete address, so a town name on its own usually returns nothing. Pick a result from the list.
- Set the Radius and choose a Unit — Mile or Kilometre.
- In Allowed countries, choose the countries whose customers can receive the offer. Your own country is filled in for you; you can add more or remove it.
- Click Next.
- On Offer rules, add any of the optional filters described below to narrow the audience further. You can leave all of them empty, in which case the offer goes to everyone inside the area you set on the previous step.
- Click Save.
The Offer rules filters
Each filter is a section with its own heading. Gender and Age range are simply multi-select boxes — pick as many values as you like, or leave them blank. The other three start empty; click Add to open them, and use the bin icon beside the heading to clear a filter you've added.
| Filter | What it does | Fields | How many entries |
|---|---|---|---|
| Gender | Limits the offer to the genders you choose | One multi-select box | Any number of values |
| Age range | Limits the offer to the age bands you choose | One multi-select box | Any number of values |
| Transaction frequency | Targets customers who shop at least so many times in a period | Minimum frequency, Coupon valid for, Validity period unit | One entry only |
| Transaction amount | Targets customers who spend at least so much in a period | Minimum amount, Coupon valid for, Validity period unit | One entry only |
| Line item purchase frequency | Targets customers who buy a particular product often enough | Product name, Minimum frequency, Coupon valid for, Validity period unit | As many as you need — use Add again to add another product |
The product search inside Line item purchase frequency only works once you've completed Location, Radius and Unit on the previous step, so fill those in first.
What happens next
The window closes and you'll see "Offer created successfully". The offer appears in the list, with Coupon offer in the Offer type column.
Field reference
Step 1 — Basic information
| Field | What to enter | Rules |
|---|---|---|
| Offer name | A name for the offer | Required; must not already be used by another offer |
| Available from | The day the offer starts | Required; today or later |
| Available to | The day the offer ends | Required; at least a day after Available from |
| Description | A short description of the offer | Optional |
Step 2 — Coupon details
| Field | What to enter | Rules |
|---|---|---|
| Discount type | What the coupon takes off | Required; changing it clears the boxes below |
| Discount code | The code that identifies this discount | Required |
| Discount description | A short description of the discount | Optional |
| Discount amount | The money value taken off | Required for the fixed-amount types; a positive amount |
| Discount percentage | The percentage taken off | Required for the percentage types; more than 0 and no more than 100 |
| Minimum amount | The order value needed before the discount applies | Required for the two order-level types; a positive amount |
| Applicable products | The products the discount applies to | Required for the two product-level types; at least one product |
| Excluded products | Products the discount must not apply to | Optional, on the two order-level types |
| Minimum quantity | Fewest units the discount applies to | Required for the two product-level types; must not exceed the maximum |
| Maximum quantity | Most units the discount applies to | Required for the two product-level types |
| Coupon valid for | How long the coupon lasts once issued | Required; at least 1 |
| Validity period unit | The unit that number is measured in | Required |
| Terms and conditions | The terms shown with the coupon | Required |
Step 3 — Base targeting criteria
| Field | What to enter | Rules |
|---|---|---|
| Location | The address at the centre of the target area | Required; type a fairly complete address, then pick a result from the list |
| Radius | How far around that point the offer reaches | Required; at least 1 |
| Unit | Mile or Kilometre | Required |
| Allowed countries | The countries whose customers can receive the offer | Required; at least one country |
Editing an offer
Steps
- Find the offer in the list and open its actions menu.
- Choose Edit. The Edit offer window opens on Basic information with the offer's current values filled in.
- Work through the same four steps. Note that Discount type is locked when editing — if you need a different kind of discount, delete the offer and create a new one.
- On the last step, click Update.
What happens next
The window closes and you'll see "Offer updated successfully". The list refreshes with the new values.
Deleting an offer
Steps
- Find the offer in the list and open its actions menu.
- Choose Delete.
- A Delete offer? confirmation appears: "Are you sure you want to delete this offer?"
- Click Delete to confirm, or Cancel to keep it.
What happens next
You'll see "Offer deleted" and the offer disappears from the list. This can't be undone.