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In some cases promotion must apply to a specific segment of people, such as 'frequent buyers', 'UK buyers', 'Customers registered in August' or 'Newsletter subscribers'. It is easy to see that each segment can define very different groups of people with very diverse qualifying criteria, where each person may belong to none, few or all segments. In order to accomplish this YC recommends it is recommended to use customer tags, where each tag represents a segment that is easily understood by business user. Once customer profile tagging has been performed item, order and shipping level promotion can have simple conditions that check if customer belongs to a certain segment:
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Each customer profile can contain zero or more tags associated with them (space separated). The tags can be manually managed via customer profile management but it may be troublesome if there are many accounts. To solve this problem YC the platform defines customer level promotions to tag profiles automatically. Customer level promotion allows to select customers that qualify to be put into a segment. Then customer profile can be automatically tagged using tag specified in promotion action context. The customer promotions are evaluated in YUM by a recurring job that is run in the background. Therefore all that is necessary is to define customer level promotions and enable them and YC will the platform will automatically start tagging customer profiles.
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Because all promotion conditions are in fact Groovy scripts very complex rules can be crafted in customer promotion condition with ease. This is where YC promotion the promotion engine truly shines. Another benefit of this separation is that all complexity related to customer segmentation can be isolated into customer level promotions, which could be managed by skilled personnel with ease, leaving the day to day promotions based on tag checking very simple to craft by regular business users. This approach is straightforward, clean and simple, and flexible to avoid code changes and limitation to complex business marketing strategies.
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Another use case would be distribution of promotion flyers or coupons in newspapers, whereby a special single use or multi use code is specified that can trigger discounts.
YC support The platform supports single use and multi use coupon codes, as well as coupon codes with limited use (e.g. first 1000 customers).
The validity of the coupon is determined by the promotion (see enabled flag and active to/from configuration on the "summary" tab).
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Above examples are just few use cases, which demonstrate flexibility of YC the promotion engine. How promotions and coupons are used will depend on individual business marketing strategy.
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Usage limits must be based on the marketing strategy and can contain any value that business user sees fit for the purpose - YC just the platform just makes sure that those limits are not violated.
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Single use coupons usually refer to discounts given to specific users. They are generated in bulk sometimes in thousands, which is impractical when done manually. YC allows The platform allows to auto generate codes. All that is necessary is to specify usage limits and omit code. YC will The platform will interpret this request as auto-generation of single use codes in quantity set by usage limit.
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| Input | Required | Example value | Memo |
|---|---|---|---|
| Code |  | Omitting code tells YC means that it needs to be auto generated | |
| Usage limit |  | 10 | 10 means that 10 coupon codes are required |
| Usage limit per customer | | 1 | 1 means that each customer will only be able to use this code once |
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