Sales & Discount Campaigns

Create site-wide or targeted sales campaigns to drive revenue and move inventory.

Overview

Sales campaigns automatically apply discounts to eligible products without requiring customers to enter codes. Unlike coupons, sales are:

• Automatically applied at checkout
• Visible on product pages with badges
• Great for seasonal promotions
• Can target specific products or categories

Creating a Sale Campaign

1. Go to Marketing > Sales
2. Click Create Sale
3. Configure your campaign across five tabs

Basic Information

Field	Description
Sale Name	Internal name for the campaign (e.g., "Summer Sale 2025")
Description	Internal notes about the campaign
Discount Type	Percentage off or fixed amount off
Discount Value	Amount or percentage to discount
Maximum Discount	Cap for percentage discounts (optional)
Priority	Order of application when multiple sales apply (0-100)

Discount Types

Percentage Off

• Reduces eligible product prices by a percentage
• Example: 25% off means $100 becomes $75
• Set a maximum discount cap to control costs
• Best for site-wide promotions

Fixed Amount Off

• Subtracts a fixed amount from product prices
• Example: $10 off means $50 becomes $40
• Works best for specific product categories
• More predictable cost control

TIP

For percentage discounts on high-value products, consider setting a maximum discount cap to prevent excessive discounts.

Campaign Scope

Choose which products are eligible for the sale:

All Products

• Applies to every product in your store
• Simplest option for store-wide sales
• Can still exclude specific products

Specific Products

• Hand-pick which products to discount
• Ideal for moving specific inventory
• Great for new product launches
• Good for bundled promotions

Specific Categories

• Apply discount to entire categories
• Efficient for merchandise types
• Example: "All apparel 30% off"
• Manages large catalogs easily

Excluded Products

Prevent specific products from being discounted:

• Already discounted items
• New releases
• High-demand products
• Loss-leader products

WARNING

Excluded products take priority over included items. If a product is both included and excluded, it will not be discounted.

Customer Eligibility

Restrict sales to specific customer segments:

Customer Requirements

New Customers Only

• First-time buyers only
• Reward acquisition
• Cannot combine with minimum spend

Minimum Past Spend

• Customer must have spent X amount previously
• Rewards loyal customers
• Example: "VIP Sale - $500+ spent"

Required Previous Purchases

• Customer must have bought specific products
• Upsell complementary items
• Example: "Bought base game? 50% off DLC"

Order Requirements

Setting	Description
Minimum Order Amount	Minimum cart value to activate sale
Minimum Quantity	Minimum number of eligible items required

Usage Limits

Control how sales are applied:

Total Usage Limit

• Maximum times the sale can be used across all customers
• Creates scarcity and urgency
• Example: "First 100 orders only"
• Useful for inventory management

Per Customer Limit

• Maximum times a single customer can use the sale
• Prevents abuse
• Encourages quick purchase decisions
• Standard: 1 use per customer for promotional sales

INFO

Once a usage limit is reached, the sale's status automatically changes to "Depleted" and it stops applying to new orders.

Scheduling Sales

Set start and end dates for automatic campaign management:

Start Date

• When the sale becomes active
• Leave empty for immediate activation
• Schedule in advance for promotions
• Automatically activates at specified time

End Date

• When the sale expires
• Leave empty for ongoing sales
• Creates urgency with countdown timers
• Automatically deactivates at specified time

Sale Status

Status	Description
Active	Currently applying to eligible orders
Scheduled	Configured but not yet started
Inactive	Manually disabled
Expired	End date has passed
Depleted	Usage limit reached

TIP

Schedule sales in advance and let the system automatically activate and deactivate them. This is perfect for time-zone specific launches.

Display Options

Control how customers see the sale:

Active Toggle

• Enable or disable the sale
• Temporarily pause without deleting
• Keep configuration for future use

Sale Badges

• Show "SALE" badge on product cards
• Customize badge text (20 characters max)
• Highlights discounted products
• Increases click-through rates

Badge Text Examples:

• SALE
• 25% OFF
• LIMITED TIME
• CLEARANCE
• HOT DEAL

Countdown Timer

• Display time remaining on storefront
• Creates urgency for customers
• Only shown when end date is set
• Updates in real-time

Managing Active Sales

Viewing Performance

The sales dashboard shows:

• Total number of sales campaigns
• Currently active sales
• Total times sales have been used
• Total discount amount given

Click on any sale to view:

• Usage count
• Revenue impact
• Which customers used it
• Individual order details

Editing Sales

You can modify:

• Discount value
• Target products/categories
• Usage limits
• Schedule dates
• Display settings

WARNING

Changing discount values affects new orders immediately but does not affect orders already placed.

Quick Actions

Duplicate Sale

• Create a copy of an existing sale
• Maintains all settings
• Great for recurring promotions
• Example: Monthly flash sales

Enable/Disable

• Quickly toggle sales on/off
• Doesn't delete configuration
• Useful for testing
• Can re-enable anytime

Delete Sale

• Permanently removes the campaign
• Cannot be undone
• Historical usage data is preserved
• Orders using the sale remain unaffected

Campaign Analytics

Track sale performance with built-in analytics:

Key Metrics

Metric	Description
Total Usages	Number of orders using this sale
Total Discounted	Revenue given as discounts
Original Amount	What customers would have paid
Discount Amount	Savings provided to customers

Usage History

View detailed usage logs:

• Order number and link
• Customer email
• Discount amount applied
• Original order amount
• Date and time of purchase

Use this data to:

• Calculate ROI of promotions
• Identify high-value customers
• Optimize discount levels
• Plan future campaigns

Priority System

When multiple sales apply to the same product, priority determines which applies:

How Priority Works

• Higher numbers = higher priority
• Default priority: 0
• Range: 0-100
• Only the highest priority sale applies

Priority Examples

Priority 80: VIP Customer Sale (30% off)
Priority 50: Category Sale (20% off)
Priority 10: Store-wide Sale (10% off)

If a VIP customer buys from a sale category:

• VIP Sale (30%) applies - highest priority
• Other sales are ignored
• Customer sees best available discount

TIP

Use priority to layer sales strategically. Give customer segment sales higher priority than product-based sales.

Best Practices

Discount Strategy

Don't Over-discount

• Start with 10-15% for first-time sales
• Reserve 30%+ for major events
• Protect brand value
• Monitor profit margins

Create Urgency

• Use end dates (24-72 hours works well)
• Enable countdown timers
• Set usage limits
• Communicate scarcity

Segment Wisely

• New customers: Welcome discounts (10-15%)
• Loyal customers: Exclusive sales (20-25%)
• VIP customers: Premium access (30-40%)
• Abandoned cart: Targeted recovery (5-10%)

Campaign Timing

Seasonal Sales

• Summer Sale: June-August
• Back to School: August-September
• Black Friday: Late November
• Holiday Season: December
• New Year: January

Flash Sales

• 24-48 hours maximum
• Creates immediate urgency
• Higher conversion rates
• Good for clearing inventory

Ongoing Sales

• No end date
• Lower discount (5-10%)
• Specific categories only
• Clear value proposition

Product Selection

What to Discount

• Slow-moving inventory
• Seasonal items
• New product launches (trial pricing)
• Bundle components

What NOT to Discount

• Best-sellers (already selling well)
• Just-released items
• Premium/luxury products
• Products with low margins

Communication

Promote Your Sale

• Email campaigns to customer list
• Social media announcements
• Storefront banner
• Discord/community channels

Be Transparent

• Show original price
• Display amount saved
• Highlight sale badges
• Show time remaining

Combining with Other Features

Sales + Coupons

• Coupons apply after sale prices
• Can stack for power promotions
• Example: 25% sale + $5 coupon code
• Control with coupon restrictions

Sales + Email Marketing

• Send targeted campaign emails
• Link directly to sale categories
• Track email-to-sale conversions
• Segment by customer type

Sales + Abandoned Cart

• Recovery emails mention active sales
• Add urgency with sale endings
• Combine with cart-specific discounts
• Higher recovery rates

Troubleshooting

Sale Not Applying

Check:

• Sale is active (not scheduled or expired)
• Product is in scope (not excluded)
• Customer meets eligibility requirements
• Order meets minimum requirements
• Usage limits not reached

Wrong Discount Amount

Verify:

• Discount type (percentage vs fixed)
• Discount value is correct
• Maximum discount cap (for percentages)
• No higher priority sale is overriding
• Product price is correct

Badge Not Showing

Confirm:

• "Show badge" is enabled
• Sale is currently active
• Using latest storefront cache
• Theme supports sale badges
• Product is eligible for sale

TIP

Clear your browser cache if sale badges or prices don't update immediately after creating a sale.

Reporting

Access detailed reports in Analytics:

Sale Performance Report

• Revenue with sales vs without
• Discount effectiveness
• Customer acquisition cost
• Profit margin impact

Customer Behavior

• Which segments respond best
• Average order value change
• Repeat purchase rate
• Customer lifetime value

Product Performance

• Best-selling sale items
• Inventory movement rates
• Optimal discount levels
• Category performance