websphere commerce promotions overview
DESCRIPTION
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.TRANSCRIPT
Promotions
Francesco SchettiniE-Commerce Solution ArchitectFreelance
@FranSchettini
http://fschettini.com
WebSphere Commerce v7 FEP5
Extracted from WCS v.7.0.0.7 Info Center
Agenda
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A1.Promotion types2.Common features3.Order Level Promotions4.CatEntry Level Promotions5.Shipping Promotions6.Examples of Promotions7.Promotion codes8.Coupon promotions9.Promotion Engine
Promotion
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“Promotions enable you to offer customers incentives to purchase.”
WebSphere Commerce introduces theManagement Center Promotion Toolin order to implement the promotion strategies!
0
The Promotion Tool
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0• Create promotions on many predefined promotion types;• Manage promotions and view scheduling;• Search for promotions.
Shipping Catentry
Category
Multiple items
Order
Promotion types
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1
types
3
4 9
9
3
28 different promotion Types
types
Promotion types - groups
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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-EntryLevel group
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OrderLevel group
3Shipping
Level group
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.”
Promotion common features
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2• Redemption methods;• Combination with other promotions;• Priority;• States;• Availability;• Applicability;• Redemption limits;• Multiple discount ranges;• Advertising.
Redemption method
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2
• Qualifying purchaseCustomers 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”
Combination with others promotions
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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”
Priority
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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”
States
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2• Inactive• Active• Activating• Suspended
Redemption limits
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2
• Maximum redemptions for this promotionThis option limits the number of times that a promotion can be used in total, by all customers.
• Maximum redemptions on a single orderThis option limits the number of times that a promotion can be used in a single order.
• Maximum redemptions by a single customerThis 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.”
Multiple discount ranges
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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;
Order level promotions – an example
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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”
Order level promotions
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3#1 Create new promotion with template “Order promotions”
and choose “Percentage off an order”
Order level promotions
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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
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3#4 Set Redemption Limits
Order level promotions
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3#5 Set Scheduling
Order level promotions
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3#6 Set Description
Order level promotions
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3#7 Activate
Order level promotions
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3Promotion working on Front End
CE level promotions – an example
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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”
CE level promotions – an example
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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”
CE level promotions – an example
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4#2 Set name, redemption method, combination with other
promo and priority
CE level promotions – an example
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4#3 Set Purchase Conditions and Reward
CE level promotions – an example
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4#4 Set Redemption Limits
CE level promotions – an example
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4#5 Set Scheduling
CE level promotions – an example
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4#6 Set Description
CE level promotions – an example
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4#7 Activate
CE level promotions – an example
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4Promotion working on front end
Shipping promotions – an example
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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”
Shipping promotions – an example
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5#1 Create new promotion with template “Shipping Promotion” and choose
Fixed price for shipping an order”
Shipping promotions – an example
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5#2 Set name, redemption method, combination with other
promo and priority
Shipping promotions – an example
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5#3 Set Purchase Conditions and Reward
Shipping promotions – an example
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5#4 Set Redemption Limits
Shipping promotions – an example
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5#5 Set Scheduling
Shipping promotions – an example
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5#6 Set Description
Shipping promotions – an example
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5#7 Activate
Shipping promotions – an example
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5Promotion working on front end
Promotion examples
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61. 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.
Promotion codes
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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.”
Promotion codes – public code
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Promotion codes – simple generation
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Promotion codes – advanced generation
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Promotion codes – import codes
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Promotion codes – import codes
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Promotion codes – export codes
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Promotion codes – codes generation
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Promotion codes – codes generation
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Promotion codes – front end
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Coupon promotions
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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”
Coupon promotions
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Coupon promotions – web activity
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Coupon promotions – web activity
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Coupon promotions – dialog activity
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Coupon promotions – coupons wallet
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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.”
Coupon promotions – front end
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8
Coupon promotions – front end
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Promotion Engine - APIs
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9This 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.
Promotion Engine – Promotion XML
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• 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.”
Promotion Engine – Promotion activation
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9
Promotion Engine – tables content
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9“Get 20% off for orders over 50 euro”
Promotion Engine – tables content
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9“Get 20% off for orders over 50 euro”
Promotion Engine – xml representation
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9Example 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 tablePX_PROMOTION
Promotion Engine – customization steps
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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
References
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• WebSphere Commerce InfoCenter v7http://pic.dhe.ibm.com/infocenter/wchelp/v7r0m0/index.jsp