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Discounting items in a bundle

We can offer our customers a discount on certain items if the items are included in a bundle.

Let's imagine that our business is an apparel store. We can define a bundle containing 2 t-shirts and 1 jacket of the same brand and offer our customers a $20 pro rata discount on the items in every bundle they have in their carts if they spend $80 or more in our store.

This campaign can be useful to increase sales of certain items and the number of items per order.

In a standard campaign, let's create:

  1. 2 cart item filters to filter items by item category (in our example, the categories are t-shirt and jacket).
  2. A bundle definition for 2 t-shirts and 1 jacket of the same brand.
  3. A promotion rule to issue a discount on all bundles formed from the bundle definition.
note

Our items have Item category and Brand attributes. While Item category is a built-in attribute and is available to all items in any customer session, Brand is a custom attribute.

Filtering the cart items to find t-shirts​

Let's filter the customer's cart by item category to find all the t-shirts in it. This allows us to use a list with only t-shirts when defining our bundle.

Filter items by condition:

  • Attribute is Item category (Item).
  • Is equal to tshirt.
  • Save as tshirt_list.

To the right of the filter name, you can see the kind of value assigned to our filter. In this case, it is list of cart items. This means that this filter will be available wherever other lists, such as the list of cart items, are available.

Filtering the cart items to find jackets​

Let's filter the customer's cart by item category again to find all the jackets in it. This allows us to use a list with only jackets when defining our bundle.

Filter items by condition:

  • Attribute is Item category (Item).
  • Is equal to jacket.
  • Save as jacket_list.

To the right of the filter name, you can see the kind of value assigned to this filter: list of cart items.

Defining a bundle containing 2 t-shirts and 1 jacket​

Let's create a bundle definition with 2 lists of cart items and brand as a bundling attribute. This means that a bundle can only be created when all the items are of the same brand.

  • Bundle definition name is tshirts_and_jacket.
  • List of cart items is tshirt_list and Number of items is 2.
  • List of cart items is jacket_list and Number of items is 1.
  • Bundling attributes is brand.

Issuing a pro rata discount on the bundle​

Let's build the rule for customers who spend $80 or more to receive a $20 pro rata discount on each bundle they have in their cart. We can name it Pro rata discount on t-shirts + jacket bundle, and it has 1 condition and 1 effect.

Condition​

Check attribute value:

  • Attribute is Cart items total (Current session).
  • Is greater than or equal to 80.

Effect​

Discount bundles pro rata:

  • Bundle definition is tshirts_and_jacket.
  • Discount name is $20 off a bundle of items.
  • Discount value for each bundle is 20.