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Advanced options

You can set advanced options for your promotion code

. The Advanced Options section is available after you save your promo code.

To access Advanced Options:

 Navigate to  Options → Edit Advanced Options. 

Or if you're

OR

If editing an existing promo code,

they'll be located in a collapsed section below the main promo details:

Misc Options

Status - 'Active': the promo code

scroll down its page and open the collapsed Advanced Options section.

Misc 

• Status - determines the current status of the promo code
  - Active: the promo code has not been disabled or deleted. NOTE - is live on your site and can be used by customers
  'Disabled'- Disabled: the promo code cannot be used by customers but can be switched to 'Active'
  'Deleted'- Deleted: the promo code is deleted from use altogether and is kept for historical records only. (NOTE - A deleted promo code can be undeleted to 'disabled' and then reactivated.) Applied To - B2C / B2B / Both
  
  
• Criteria Fail Remove promo Code
  - ON: the system automatically removes the promotion code from the cart when the contents get updated and requirements are no longer met. Users will have to re-enter the promo code if they want the code to be applied;
  - OFF: the promo code is still in cart and if contents get updated and requirements are met, it will be (re-)applied. 
  
  
• Not Applicable With Other Offers;
  - ON: limits the promotion code from being used when other promotion codes are already applied to the order;
  - OFF: promo code will be applied when other promo codes have been applied to the order. 
  
  

• Free Product To Be Added in Pronto - (applies only for Promo Codes that add a free product).

  Click here for further details...

  For Promo Codes where a free product is given, you have the option of adding the free product on your website when the order is submitted or in the ERP (Pronto) when the order is integrated. Select To select the option you require by toggling , toggle 'Free Product To Be Added in Pronto' ON or OFF. Default: OFF

  Order Depending on the the option selected, order placed, received and confirmation emails will display the free product differently depending on the option selected. 

  • If toggled OFF, the free product is added on your website. In emails to the customer about the order, the free product appears as an item with a cost of $0.00 in the product line of your Order Summary
    .
  • If toggled ON, the free product is added in the ERP. When you toggle ON the option, you will be asked to confirm you want the free product added in the ERP. Clicking Confirm enables the ERP option.
    
    Note NOTE - Scroll back up to the 'Free Product' fields. The fields are now empty and disabled. The free products you previously added for this promo code still apply.  
    
    The Order Placed, Received and Confirmation emails by default will not display the free product separately in the Order Summary. 
      
    To add a note line about the free product in the Order Summary section, toggle on ON the 'Show Note Lines on Individual Lines?' option in the in any applicable email template (e.g., Order Received, Order Placed, Order Confirmation). When enabled, the Promotion Code and Description will be added to the Order Summary.
    
    
    NOTE - The free product and quantity must be added to the sales order manually in Pronto once it has been integrated for the free product to appear as a product line item in the sales receipt. 

  
  

• Postcode Exclusion List - (for free freight promo codes only) If required, enter single postcodes and/or postcode ranges (each comma-separated) to exclude. It is recommended you follow Australia Post's four digit conventions so a three digit code would be '0200' instead of '200'.  

Roles

This section allows you to include or exclude the promo code when a User is a specific Role(s). These are based on whether they are trade customers (B2B), consumers (B2C) or both. 

• Applied To: Select the customer group: B2B, B2C or both.
• Roles: (For versions 4.31+) This allows you to further limit the selected customer group(s) at Role level. Add the targeted Roles. Click Add Role , then in the dropdown, select the Role. If another role is needed, repeat this step. IMPORTANT- For selection(s) to be valid, they must fall under the customer group added in 'Applied To'.   
• Promo active for all roles excluding the ones listed above: If OFF, the added roles can use the promo code. If ON, the added roles cannot use the promo code. 
  

Usage Limits

You can set limit the maximum number of times the promo code can be used, either by an individual User, users on a particular Customer Code, or Globally (site-wide). Leaving these limits at the default 0 = unlimited use by all. From version . 

- User Usage Limit: limit the number of times an individual User can apply the promo code

- Customer Usage Limit: limit the number of times an individual Customer Code can apply the promo code

- Global Usage Limit: limit the total number of times the promo code can be used site-wide. 

- User List: (For versions 4.10+, you ) You can also specify one or more users (comma-separated list) who are permitted to can use the promotion code. Any NOTE - If one or more users are added, any user not in this list cannot apply the promo code to their order.

Messages

There are default messages Default messages to the user when they enter the promo code are set at the promotion code feature level, but these . These can be overridden for each individual this particular promotion here.  Leaving If these are left blank will use , the defaults will be used.

• Promo Code No Longer Applies Message - The notification : Notification displayed when the promo code was previously applied successfully but successfully applied is no longer valid because the cart contents have been changed so the code is no longer valid.
• Promotion Code Error Message - The notification : Notification displayed when the cart contents are not eligible for the promo code, e.g. Perhaps , the cart value is not high enough or the minimum quantity has not been reached.
• Promotion Code Applied Message - The notification : Notification displayed when the cart contents are valid for the promo code.

We recommend that Promotion Codes be configured on your Stage site and thoroughly tested to ensure behaviour is as expected.