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Creating discount rules

Available on Professional subscription plans.

eCom (C-Series) allows you to create discount rules that automatically apply to eligible transactions in your online store. The discount is only applied if an online order meets the conditions of the rule. For example, a discount rule may allow eligible repeat customers to receive a discount of a certain percentage on their next purchase if it meets a set value threshold.

Discounts are applied on the original purchase price of products in your online store. If your shop is tax-exclusive, you can choose to apply the discount on the original purchase price of products or after all applicable taxes have been calculated.

Discount rules differ from discount codes, where customers have to enter a code to receive the discount.

Understanding discount types

When creating a discount rule, you'll be promoted to select a discount type. Each discount rule type offers different options to help you configure how the rule behaves, like minimum spend, discount percentage or value, applicable categories, products or customer groups, usage limits, and date ranges.

Add Discount Rule pop-up with Type dropdown active.

  • Buy x Products from Categories, Get Lowest Priced for Free: Customers get the lowest-priced product for free when ordering a certain number of products from categories you specify.
  • Buy x Products from Categories, Receive y Discount on the Lowest Priced Product: Customers get a % discount on the lowest priced product when ordering a certain number of products from categories you specify.
  • Buy x Products, Get Free Shipping: Customers get free shipping if they purchase a certain quantity of a specific product in an order.
  • Buy x Products, Get Free Additional Products: Similar to a bundle discount. For example, if a customer buys 3 t-shirts, they get a 4th for free.
  • Buy x from Categories, Get Selected Products for Free: Customers have the option to add a certain number of selected free products (free gifts) to their cart when ordering from categories you specify.
  • On Orders over x (currency), Get Free Shipping: Customers get free shipping if the value of their cart meets a minimum threshold.
  • Discount for Returning Customers: Customers who make repeat purchases get a percent or value off discount. You can set a minimum number of orders before a customer becomes eligible for the discount.
  • Discount for Product Categories: Customers who order from a specific categories receive a discount on applicable products.
  • Discount for Customer Groups: Customers in a specific customer group are eligible for a discount. The discount is applied to all products in your online store.
  • On Orders over x (currency), Get Discount: Customers get a discount if the value of their cart meets a minimum threshold.

Creating discount rules

  1. Navigate to Marketing > Discount Rules.
  2. Click Add Discount Rule.

    Add Discount Rule.

  3. In the Title field, enter a name to help you identify the discount rule. This name isn’t displayed to customers, and can be edited later.
  4. From the Type dropdown, select the discount type.
  5. Click Save.

The discount rule will be added to the Marketing > Discount Rules table with the status Disabled. Discount rules won't activate in your shop until they have been configured and enabled.

Configuring discount rules

To configure a discount rule:

  1. Navigate to Marketing > Discount Rules.
  2. Click the title of the discount rule.
  3. In the Discount Rule section:
    1. (Optional) Adjust the title of the discount.
    2. (Optional) Toggle on Stop after discount rule to prevent other rules from being applied after this one.

      For example, if one discount rule gives repeat customers a 10% discount on all products and another offers a 10% discount on products from category X, a repeat customer ordering a product from category X would receive a 20% discount is the Stop after discount rule is not enabled.

      You can change the order that rules are applied by navigating to Marketing > Discount Rules > click the three bars (Order) icon in the Priority column of a discount rule > drag and drop in the appropriate order of priority. It's important to ensure multiple overlapping rules work together and are ordered correctly to prevent issues in the cart.

    3. If your shop is tax-exclusive, toggle on Apply discount before tax if you want the discount to apply to the pre-tax amount.

      Discount rule section on the Discount Rules page.

  4. Configure the discount rule according to its type:
    • Buy x Products from Categories, Get Lowest Priced for Free

      1. In the Configuration section:
        1. Enter the number of Products a customer must buy from the selected categories to activate the discount.
        2. Enter the number of Lowest priced products the customer will receive for free if the discount rule conditions are met.
      2. In the Categories section, click Select Categories > Choose next to applicable categories.

        eCom-C-Discount-rules-Categories.png

    • Buy x Products from Categories, Receive y Discount on the Lowest Priced Product

      1. In the Configuration section:
        1. Enter the number of Products a customer must buy from the selected categories to activate the discount.
        2. Enter the percentage of the discount applied to the lowest priced product if the discount rule conditions are met.
      2. In the Categories section, click Select Categories > Choose next to applicable categories.
    • Buy x Products, Get Free Shipping

      1. In the Configuration section:
        1. Click Choose product > Choose next to the applicable product.

          Choose products.

        2. Enter the number of Times the product must be purchased to get free shipping if the discount rule conditions are met.
    • Buy x Products, Get Free Additional Products

      1. In the Configuration section:
        1. Click Choose product > Choose next to the applicable product.
        2. Enter the number of Times the product must be purchased to get additional free products.
        3. Enter the number of Times the customer will receive the product for free if the discount rule conditions are met.
    • Buy x from Categories, Get Selected Products for Free

      1. In the Configuration section:
        1. Enter the number of Products the customer receives for free if the discount rule conditions are met.
        2. (Optional) Toggle on Enable extra conditions to add a minimum spend or minimum number of products that must be purchased from selected categories.

          Enable extra conditions toggled on.

      2. In the Products section, click Select Products > Choose next to products that will be offered for free.
      3. In the Categories section, click Select Categories > Choose next to applicable categories.
      4. (Optional) Click Edit customer groups > Choose next to applicable customer groups.

      By default, free gift selection is only available on the default theme's legacy cart page (design/pages/cart.rain). If you’re using a custom theme, you may need to update your code to display the free product selector and eligibility message in the cart. If you're using the default theme, no action is required.

      Updating custom code to include free product selection on the cart page

      To enable free product selection in the cart on custom themes, add this snippet to your custom code:

      {% if cart.free_products %}
      <div class="gui-block gui-div-cart-block-free-products">
      <div class="gui-block-title"><strong>{{ cart.free_products.title }}</strong></div>
      <div class="gui-block-content">
      <form id="gui-form-free-products" action="{{ 'cart/addFreeProducts' | url }}" method="post">
      {% set _total_groups = cart.free_products.groups | length %}
      {% for group in cart.free_products.groups %}
      {% set _input_type = (group.max_selectable == 1 and _total_groups == 1) ? 'radio' : 'checkbox' %}
      {% if _total_groups > 1 %}
      <p>{{ 'Select $1 free product(s) below' | t(group.max_selectable) }}</p>
      {% endif %}
      <ul class="gui-products" data-free-group-max="{{ group.max_selectable }}">
      {% for product in group.products %}
      <li>
      <a href="{{ product.url | url }}">{{ product.fulltitle }}</a>
      {{ 0 | money }}
      <input type="{{ _input_type }}" name="product[]" value="{{ product.vid }}" />
      </li>
      {% endfor %}
      </ul>
      {% endfor %}
      <button type="submit">{{ 'Add to cart' | t }}</button>
      </form>
      </div>
      </div>
      <script>
      (function () {
      var $freeForm = $('#gui-form-free-products');
      $freeForm.on('submit', function () {
      $freeForm.find('ul[data-free-group-max]').each(function () {
      var $group = $(this);
      var max = parseInt($group.attr('data-free-group-max'), 10) || 0;
      if (max > 0) {
      $group.find('input[name="product[]"]:checked').slice(max).prop('checked', false);
      }
      });
      });
      })();
      </script>
      {% endif %}

      To enable optional eligibility messages in the cart on custom themes, add this snippet to your custom code:

      {% if cart.free_products.messages %}
      {% for message in cart.free_products.messages %}
      <p>{{ message }}</p>
      {% endfor %}
      {% endif %}

      Lightspeed Support does not offer support for custom theme coding in eCom (C-Series). If needed, consult your developer or customization partner for help implementing custom code.

    • On Orders over x (currency), Get Free Shipping

      1. In the Discount Rule section, toggle on Verify minimum order after discount is applied to make the minimum order value applicable on order totals after the discount is applied.
      2. In the Configuration section, enter the minimum purchase value needed to get free shipping.
    • Discount for Returning Customers

      1. In the Configuration section:
        1. Enter the number of Orders a customer must place to activate the discount.
        2. Enter the percentage, or click the dropdown > select the currency option > enter a value of the discount that will apply if the discount rule conditions are met.

          Dropdown with percentage and currency options.

    • Discount for Product Categories

      1. In the Configuration section:
        1. Enter the percentage, or click the dropdown > select the currency option > enter a value of the discount that will apply to every product from the selected categories if the discount rule conditions are met.
        2. (Optional) Toggle on Enable extra conditions to add a minimum spend or minimum number of products that must be purchased from selected categories.
      2. In the Categories section, click Select Categories > Choose next to applicable categories.
      3. (Optional) Click Edit customer groups > Choose next to applicable customer groups.
    • Discount for Customer Groups

      1. In the Configuration section, enter the percentage, or click the dropdown > select the currency option > enter a value of the discount customers will receive on every product ordered if the discount rule conditions are met.
      2. Click Edit customer groups > Choose next to applicable customer groups.
    • On Orders over x (currency), Get Discount

      1. In the Discount Rule section, toggle on Verify minimum order after discount is applied to make the minimum order value applicable on order totals after the discount is applied.
      2. In the Configuration section:
        1. Enter the minimum purchase value needed to get the discount.
        2. Enter the percentage, or click the dropdown > select the currency option > enter a value of the discount customers will receive if the discount rule conditions are met.
  5. (Optional) In the Usage section, toggle on Enable Usage Limits and enter a number of Times the discount can be used.

    Usage and Dates sections.

  6. (Optional) In the Dates section, toggle on Set period for this discount rule and select a start and end date for the discount to be available.
  7. Click Save.

Enabling discount rules

After configuring the discount rule, you must enable it to make it active in your shop.

To enable a discount rule:

  1. Navigate to Marketing > Discount Rules.
  2. Click the title of the discount rule.
  3. In the Discount Rule section, toggle on Enable discount rule to turn it on in your shop.

    Enable discount rule toggled on.

  4. Click Save.

The status of the discount rule will update to Enabled on the Discount Rules page.

Combining discount rules with discount codes

By default, discount codes and discount rules can't be combined. The option to combine discount codes and rules needs to be enabled from the discount code settings.

  1. Navigate to Marketing > Discount Codes.
  2. Create a new discount code, or click Edit beside the code.
  3. In the Settings section, toggle on Allow code to be combined with discount rules.

    The Settings section highlighting the Allow code to be combined with discount rules toggle.

  4. Click Save.

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