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Managing general settings

Manage the general settings of your Application. These settings are applied to all the campaigns you create and manage in the Application.

Feature access

Only users with full access to a given Application can use the General Settings section.

Code case sensitivity​

When creating an Application, you can choose to take the case of the codes into account when your customers enter coupon codes, and how these are stored in the database. If necessary, you can edit your Application's code case sensitivity later.

important

Editing code case sensitivity after creating the Application makes the codes in your database that are not in the newly selected case unredeemable. The way codes have been stored cannot be modified.

Example

If you created your Application with Case insensitive - Lowercase, all your codes are stored in lowercase.

When you change the code case sensitivity to uppercase, codes created before the case change can only be redeemed if they are entered in lowercase, regardless of how rules refer to them and of the new code case sensitivity option.

Editing code case sensitivity​

  1. On the left-side menu of your Application, click Settings > General Settings.

  2. Select your preferred option:

    • Case Insensitive, stored in uppercase (recommended) for codes to be stored in uppercase and the Rule Engine to ignore the case when customers type the codes.
    • Case Insensitive, stored in lowercase for codes to be stored in lowercase and the Rule Engine to ignore the case when customers type the codes.
    • Case Sensitive for codes to be stored and evaluated as they are provided to Talon.One.
note

If your Application type is live, click Update Application name in the pop-up that appears to confirm this action.

Cascading discounts​

Use cascading discounts to build campaigns that consider discounts given by other campaigns in one session.

You can set the order and mode by which campaigns are validated in the Application's Campaign Evaluation section.

Example

If you have two campaigns running, one providing a $10 discount and the second offering a 20% discount in a given session update:

  1. Campaign 1 applies a $10 discount on a $100 session total.
  2. Campaign 2 applies a 20% discount on the newly discounted session total of $90.

By enabling cascading discounts, you make the following built-in attributes available in the Attribute Selector for all the campaigns within the Application:

  • Discounted Cart Items Total (Current Session) to be used in place of the Cart items total attribute.
  • Discounted Additional Costs Total (Current Session) to be used in place of the Additional costs total attribute.
  • Discounted Price of Item (Item) to be used in place of the Price of item attribute.
  • Discounted Session Total (Current Session) to be used in place of the Session total attribute.

Enabling cascading discounts​

Before you start, ensure you have set the evaluation of your campaigns.

  1. On the left-side menu of your Application, click Settings > General Settings.

  2. Enable Cascading Discounts.

  3. Choose what the Discount Session Total and Discount Individual Items effect should apply to:

    • Cart items only (default)
    • Cart items and additional costs
    • Additional costs only
note

You can use any of the cascading discount-specific attributes when building your rules, regardless of the discount calculation behavior selected. The discount calculation behavior refers to the discount scope set by default for your Application, but it can be overridden in the Rule Builder.

Partial discounts and rewards​

Partial discounts​

When you create a discount effect, you can allow a lower discount to be issued if the remaining budget is insufficient to issue the full discount.

For example, if there is a discount effect applying a $20 discount when the conditions of the rule are met but the remaining campaign budget is $10, a partial discount will be applied and your customer will receive a $10 discount.

If you use the Discount individual items effect in your rules and partial discounts is enabled, the rule passes even if the budget is insufficient to apply the full discount to every eligible cart item. In this case, one of the items in the list receives a lower discount and some items may receive no discount.

Partial rewards​

When you create a reward effect to add loyalty points, you can allow a lower amount of points to be awarded if the remaining budget is insufficient to award the full reward.

For example, if there is a reward effect awarding 100 loyalty points when the conditions of the rule are met but the remaining campaign budget is 40, a partial reward will be awarded and your customer will receive 40 loyalty points.

Enabling partial discounts and rewards​

To activate partial discounts and rewards:

  1. On the left-side menu of your Application, click Settings > General Settings.
  2. Enable Partial Discounts and Rewards.
note

The option selected in the General Settings section refers to the default behavior of your Application, but it can be overridden in the Rule Builder when creating discount effects and loyalty effects.

Campaign staging and revisions​

Limited access
You may not have access to this feature. For details, contact your Customer Success Manager.

This campaign feature allows you to do the following:

Considerations​

If you enable this feature, you can expect the following changes to your Application:

Enabling campaign staging and revisions​

caution

After enabling campaign staging and revisions, you can no longer do the following:

  • Disable the feature.
  • Unarchive and edit Archived campaigns.
  • Use the Update campaign endpoint and certain rule-related endpoints.

We highly recommend you contact our support team to understand how enabling this feature affects your integration.

To enable campaign staging and revisions:

  1. On the left-side menu of your Application, click Settings > General Settings.
  2. Scroll down the page and select Campaign staging and revisions.