Organizing Discounts Using Offer Priority Groups

Offer Priority Groups let you manage the order in which Offers apply to items in the Basket/Cart when multiple Offers are available.

Before reading this article you should be familiar with:

• Introduction to Offers
• Multibuy Offers
• X for Y Offers
• Package Offers

Why use Offer Priority Groups?

While items in a Basket/Cart can be eligible for multiple Offers, each item can have only one Offer applied to it. When more than one Offer is available, Spektrix will first apply the Offer giving the largest discount to the entire Basket/Cart and then continue applying Offers until all eligible items have been discounted.

Offer Priority Groups let you specify which Offer should apply first, regardless of the discount amount.

For example, you may have an access offer and a seasonal offer. A customer is eligible for both offers. The seasonal offer should apply first as it gives the largest discount. However, you may want the access offer to always apply first. You can use Offer Priority Groups to apply the access offer first.

How Priority Groups Work

Once Priority Groups have been enabled, every Offer is assigned to the Default Priority Group. You can set up multiple groups and assign different Offers to them. A Priority Group can contain one or more Offers.

• For example, you have five Offers: a Members Offer, an access Offer, a staff Offer, a Multibuy Offer and a seasonal Offer.

  In addition to the Default Priority Group, you create two groups: High Priority and Medium Priority. You then group your Offers into:

  High Priority:

  • Access Offer
  • Members Offer
  • Staff Offer

  Medium Priority:

  • Multibuy Offer

  Default Priority:

  • Seasonal Offer

  Here are three different Basket/Cart scenarios:

  1. When Customer A adds Tickets into their Basket/Cart, they may be eligible for the access offer and the seasonal Offer. The access Offer will apply first and then the seasonal Offer.
  2. When Customer B adds Tickets into their Basket/Cart, they may be eligible for a Multibuy Offer and a seasonal Offer. The seasonal Offer may offer the largest discount to their Basket/Cart, but with Priority Groups, the Multibuy Offer will apply first.
  3. When Customer C adds Tickets into their Basket/Cart they may be eligible for the staff Offer and the member Offer. As these Offers are both in the same Priority Group, the Offer that gives the largest discount to the Basket/Cart will apply.

Viewing Priority Groups

View all your Priority Groups in the Admin Interface > Other > Offers.

TIP: To access the Admin Interface, you’ll need the General Administrator Role. If you don’t have this Role, ask the Settings Administrator in your organization to add this Role to your User Account.

At the top of the Offers page, click Edit Offer Priority Groups:

TIP: If you can't see Edit Priority Groups, contact Support.

You’ll see a list of all active Priority Groups, with the highest priority at the top and the lowest at the bottom:

Setting Up Offer Priority Groups

By default, all Offers are added to the Default Priority Group. You must set up additional Priority Groups before you can assign Offers to them. To add a new Priority Group:

1. Go to Priority Groups.
2. Select where to add the new Priority Group. Groups at the top of the list have the highest priority.
3. Enter a descriptive Name for internal use.
4. Click + Add.

Reordering Priority Groups

To reorder Priority Groups:

1. Go to Priority Groups
2. Click the arrows next to a Group to move it:
   • Up arrow icon to move once place above
   • Down arrow icon to move once place below

Editing Priority Groups

To edit the name of the Priority Group:

1. Go to Priority Groups
2. Click the pencil icon next to the name of the Priority Group
3. Enter a new name
4. Click Save to update its name

Deleting Priority Groups

You can delete a Priority Group, if there are no Offers assigned to it. To delete a Priority Group:

1. Go to Priority Groups
2. Click the red x icon next to the name of the Priority Group

TIP: If you need to delete a Priority Group with an Offer assigned to it, edit the Offer(s) first and assign to a new Priority Group.

Assigning an Offer to a Priority Group

When creating or editing an Offer, you'll have the option to choose an Offer Priority Group in the Basic Details tab.

Go to the Admin Interface > Other > Offers.

TIP: To access the Admin Interface, you’ll need the General Administrator Role. If you don’t have this Role, ask the Settings Administrator in your organization to add this Role to your User Account.

1. Click on an existing Offer or add a new Offer. For more information on creating and editing an Offer, read Multibuy Offers, X for Y Offers or Package Offers.

2. On the Basic Details tab, find Priority Group. From the dropdown, select the Priority Group for the Offer. Priority Groups are listed in alphabetical order and defaults to the first listed group:

   

3. Click Save or continue to build the Offer.

Viewing and Searching Offers by Priority Group

You can view and search Offers by Priority Group on the Offers page.

At the top of the Offers page, select a group from the Offer priority group dropdown. Click Search to filter: