Magento Tutorials

How to Create Promotions in Magento 2

With Magento 2 Promotions, you will be able to increase your sales and attract more customers by creating coupons for discounts on special products, scheduling a specific promotion for a period of time, or even allowing customers to receive Y items when purchasing X item.

In order to help you set up your own pricing rule, Magento 2 gives you two types of Promotions programs:

  • Catalog Price Rule: selectively offer products at a discounted price, based on a set of conditions
  • Cart Price Rule: apply discounts to items in the shopping cart, based on a set of conditions

magento 2 promotion

Catalog Price Rule

As the Catalog Price Rule applies to selected products, your customers will see the discounted price for each product on the product details pages. Coupons can not be used with Catalog Price Rule because this type of rule is applied before a product is placed into the shopping cart.

With the Catalog Price Rule, you can use it to:

  • Set special fixed price for a single product/ a group of products, or all products
  • Discount a fixed amount from the original price, or adjust to a percentage for a single product/ a group of products, or all products
  • Schedule started date and ended date of the rule

To begin configuring your Catalog Price Rule, from your Admin dashboard select Catalog Price Rule > Add New Rule

Rule information

All the fields in this group are pretty much self-explanatory so you should be able to configure with ease.

Conditions

This is where it gets rough. Catalog price rules are based on condition combinations. You can set condition combinations by clicking on the corresponding bold words.

Catalog price rule - conditions

For example, we have a master condition like so: 

If ALL of these conditions are TRUE

And more subsequent rules following this condition, like so:

If ALL of these conditions are TRUE
 Features contains Lightweight 
 Material contains Leather

These condition combinations will apply for all products that have Lightweight as its feature, and Leather as its material. Alternatively, to exclude Lightweight & Leather products from inheriting this catalog price rule, set:

if ALL of these conditions are TRUE 

to

if ALL of these conditions are FALSE

Notes: For a product attribute to appear in the drop-down configurable conditions, it must be previously configured to be used in promo rule conditions.

With the above condition combinations, we can now set Actions.

Actions

Catalog price rule - action

These are four actions for your catalog price rules:

  • Apply as percentage of original: Add a percentage-based discount amount to the original price. A 20% discount, for example, can be applied by typing 20 to the discount amount
  • Apply as fixed amount: Add a fixed amount of discount to the original price. For example, to set a $50 discount (assuming that the configured currency is in USD), set the discount amount to 50
  • Adjust final price to this percentage: Set the final price to a percentage of its original price. For example, if the product’s original price is $100 and you set the discount amount to 20 (20%), the product’s price will be adjusted to 20.
  • Adjust final price to discount value: Set the final price to a discount value. For example, if the product’s original price is $100 and you set the discount amount to 15, the product’s price after discount will be adjusted to 15

Discard subsequent rules will prioritize this rule and disregard all the other rules from being processed. This will come in handy when you want to prevent multiple catalog price rules to apply on the same product.

And that’s it. Click on Save and see for yourself if the discount has been applied. 

Cart Price Rule

Cart Price Rule takes effect on the items in the shopping cart and can be applied automatically as soon as the conditions are met, or when the customer enters a valid coupon code. When applied, the discount appears in the cart under the subtotal.

With Cart Price Rule in Magento 2, you can create special discounts like Buy X get Y free (customers need to purchase X items to receive Y (quantity) items for free). Also, rules in Cart Price Rule can also apply to Shipping by allowing it to Apply to Shipping Amount or you can even apply Free Shipping for qualified carts.

Similarly to catalog price rule, you can set cart price rules with sets of condition combinations. Condition combinations in Cart Price Rules are more varied as you now get cart attributes and more product sub-selections.

To show you how to properly configure a cart price rule, we’ll be creating a new cart price rule:

Rule information

All the fields in this section should be self-explanatory to you. In addition to all the basic fields like Rule Name, Description, you can choose to set Coupon Code and Uses per Coupon, as well as Uses per Customer in this section.

Configure coupon-related information in Rule Information

Conditions

Set the condition combinations that your Actions will be applying to. Similar to configuring conditions in Catalog Price Rule, you can configure conditions by clicking on bold words.

For example, here we have a condition for purchases over $200.

Actions 

Set the discounts that you want your previously configured Conditions to take. Typically there should be four selectable action for you to take:

  • Percent of product price discount: Add a percentage-based discount to the original price. For example, to set a 30% discount, enter 30 to Discount Amount.
  • Fixed amount discount: Add a fixed amount of discount to the original price of each qualifying item in the cart. Note that the currency of the discount amount is based on your Magento configuration.
  • Fixed amount discount for the whole cart: Add a fixed amount of discount to the price of the whole cart.
  • Buy X get Y free: Set a X amount of products that customers must purchase to receive a Y number of products for free.

Labels

Set a label for the discount. The label is displayed in the Total section, enclosed in parentheses next to the word Discount. Labels can be created for all Store views or be made to be store-view-specific.

Special is a label

And that’s it for a basic Cart Price Rule. Click on Save and test for yourself if the new cart price rule works.

Congratulations, you have reached the end of the tutorial! Now the art of Promotions in Magento 2 is all yours to create more awesome promotion campaigns!

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Dom

A knowledge craver who always strive to be wiser everyday.

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