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.

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. 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. 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. The Promotion Tool
PROMOTIONS
0
• Create promotions on many predefined promotion types;
• Manage promotions and view scheduling;
• Search for promotions.

5. Shipping Catentry
Category
Multiple
items
Order
Promotion types
PROMOTIONS
1
types
3
4 9
9
3
28
different
promotion
Types

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. 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. Promotion common features
PROMOTIONS
2
• Redemption methods;
• Combination with other promotions;
• Priority;
• States;
• Availability;
• Applicability;
• Redemption limits;
• Multiple discount ranges;
• Advertising.

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. 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. 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. States
PROMOTIONS
2
• Inactive
• Active
• Activating
• Suspended

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. 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. 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. Order level promotions
PROMOTIONS
3
#1 Create new promotion with template “Order promotions”
and choose “Percentage off an order”

17. Order level promotions
PROMOTIONS
3
#2 Set name, redemption method, combination with other
promo and priority

18. Order level promotions
PROMOTIONS
3
#3 Set Purchase Conditions and Reward

19. Order level promotions
PROMOTIONS
3
#4 Set Redemption Limits

20. Order level promotions
PROMOTIONS
3
#5 Set Scheduling

21. Order level promotions
PROMOTIONS
3
#6 Set Description

22. Order level promotions
PROMOTIONS
3
#7 Activate

23. Order level promotions
PROMOTIONS
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Promotion working on Front End

24. CE level promotions – an example
PROMOTIONS
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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. 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. CE level promotions – an example
PROMOTIONS
4
#2 Set name, redemption method, combination with other
promo and priority

27. CE level promotions – an example
PROMOTIONS
4
#3 Set Purchase Conditions and Reward

28. CE level promotions – an example
PROMOTIONS
4
#4 Set Redemption Limits

29. CE level promotions – an example
PROMOTIONS
4
#5 Set Scheduling

30. CE level promotions – an example
PROMOTIONS
4
#6 Set Description

31. CE level promotions – an example
PROMOTIONS
4
#7 Activate

32. CE level promotions – an example
PROMOTIONS
4
Promotion working on front end

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. Shipping promotions – an example
PROMOTIONS
5
#1 Create new promotion with template “Shipping Promotion” and choose
Fixed price for shipping an order”

35. Shipping promotions – an example
PROMOTIONS
5
#2 Set name, redemption method, combination with other
promo and priority

36. Shipping promotions – an example
PROMOTIONS
5
#3 Set Purchase Conditions and Reward

37. Shipping promotions – an example
PROMOTIONS
5
#4 Set Redemption Limits

38. Shipping promotions – an example
PROMOTIONS
5
#5 Set Scheduling

39. Shipping promotions – an example
PROMOTIONS
5
#6 Set Description

40. Shipping promotions – an example
PROMOTIONS
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#7 Activate

41. Shipping promotions – an example
PROMOTIONS
5
Promotion working on front end

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. 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. Promotion codes – public code
PROMOTIONS
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45. Promotion codes – simple generation
PROMOTIONS
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46. Promotion codes – advanced generation
PROMOTIONS
7

47. Promotion codes – import codes
PROMOTIONS
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48. Promotion codes – import codes
PROMOTIONS
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49. Promotion codes – export codes
PROMOTIONS
7

50. Promotion codes – codes generation
PROMOTIONS
7

51. Promotion codes – codes generation
PROMOTIONS
7

52. Promotion codes – front end
PROMOTIONS
7

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. Coupon promotions
PROMOTIONS
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55. Coupon promotions – web activity
PROMOTIONS
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56. Coupon promotions – web activity
PROMOTIONS
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57. Coupon promotions – dialog activity
PROMOTIONS
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58. Coupon promotions – coupons wallet
PROMOTIONS
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• 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. Coupon promotions – front end
PROMOTIONS
8

60. Coupon promotions – front end
PROMOTIONS
8

61. Promotion Engine - APIs
PROMOTIONS
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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. 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. Promotion Engine – Promotion activation
PROMOTIONS
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64. Promotion Engine – tables content
PROMOTIONS
9
“Get 20% off for orders over 50 euro”

65. Promotion Engine – tables content
PROMOTIONS
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“Get 20% off for orders over 50 euro”

66. Promotion Engine – xml representation
PROMOTIONS
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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. 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. References
PROMOTIONS
• WebSphere Commerce InfoCenter v7
http://pic.dhe.ibm.com/infocenter/wchelp/v7r0m0/index.jsp