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Choose What Qualifies for a Promotion for a B2B Store from Within the Guided Workflow

Choose What Qualifies for a Promotion for a B2B Store from Within the Guided Workflow

Use a qualifier to set specific requirements for a discount to be added to a promotion. For example, you can require that customers spend a minimum amount to qualify for a percentage discount on a particular product.

Required Editions

  1. In the promotion’s guided workflow, next to the qualifier section, click Add.
  2. Select a qualifier type to specify what you want to apply the qualifier to.
    • To base your qualifier on a specific product, select Product. You can have up to 200 product qualifiers. You can qualify all variants of the product or later use variation attributes to restrict the qualifier to specific variants of the variation base products.
    • To base your qualifier on a set of products in a catalog, select Category. You can add up to 25 category qualifiers. You can qualify all variants or later use variation attributes to restrict the qualifier to specific variants of the variation base products.
    • To base the qualifier on the transaction total, select Transaction. You can add one transaction total qualifier per promotion. Select this qualifier if you’re creating a promotion with an approaching discount alert.
  3. Select a quantifier type to limit your promotion to either a quantity or an amount.
  4. Enter a qualifier value.
    You can include up to four digits after the decimal point.
  5. (Optional) Enter an approaching discount threshold value.
    This field is available only to promotions that target shipping, shipping rates, or transactions. This value determines when a customer sees an alert that their cart is approaching a discount. For example, if you set a qualifier amount at $100 and a threshold value at 70, customers see a message that their cart is approaching a discount when they have spent $70.
  6. (Optional) To add more conditions to the discount, select Apply Rules.
    • Any Condition Is Met—The promotion is applied if any condition is met. For instance, the promotion offers a 10% discount on the entire order if the customer buys either red or purple shoes. The customer receives the 10% discount on the total purchase as long as they have either red or purple shoes in their cart.
    • All Conditions Are Met—The promotion is applied only if all conditions are met. For example, the promotion offers a 10% discount on the entire order only if the customer purchases both red and purple shoes.
  7. Click Add Rule.
    • Target Type–The type of item to apply the discount to. For instance, to apply a discount to shoes, select Product as the rule’s target type. If the main target type is a parent product or a category, you can select an attribute as the rule’s target type.  
    • Operator Type–The condition that determines which item within the target type is or isn’t eligible for a discount. For instance, to apply a discount to shoes, select Product as the rule’s target type, select Is as the operator type, and choose shoes as the target.
    • Target–The specific item or attribute value to apply the discount to‌. For example, if you select Product as the rule’s target type, you can enter shoes as the target. If the target type is an attribute, such as color, you can select a value, such as red, as the target.
    Note
    Note Product search supports only product names. Searching by SKU, product ID, or custom attributes isn't supported.
  8. Save your work.
Example
Example To encourage larger purchases, you want to discount all orders over $100, no matter what’s in the order. When you create a promotion qualifier:
  • For Qualifier type, select Transaction.
  • For Quantifier type, select amount.
  • Set the value to 100.