Limiting Offers using Offer Limit Groups

Offer Limit Groups can restrict the number of discounted items when multiple Offers apply to a Basket/Cart.

Before reading this article you should be familiar with:

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

Why use Offer Limit Groups?

When more than one Offer is available, Spektrix will apply Offers on all eligible items in a Basket/Cart until limits are reached for each Offer.

Offer Limit Groups let you restrict the number of discounted items in the Basket/Cart, even if the limit has not been reached for each Offer.

For example, you may have two types of access offers that each discount two tickets per Instance. If a customer is eligible for both offers, they may be entitled to four discounted tickets per Instance. To restrict each customer to only receive two discounted tickets per Instance, you can use Offer Limit Groups.

How Limit Groups Work

Each Offer can have Offer Limits set to restrict the number of uses or discounted items. When an Offer is added to a Limit Group, it will have a separate set of Offer Limits. Both Offer Limits are considered when applying to a Basket/Cart.

• For example, you may have three Membership offers that discount five tickets per Event:

  • Gold Membership Ticket Discount
  • Silver Membership Ticket Discount
  • Bronze Membership Ticket Discount

  You add the offers to a Limit Group that limits a Basket/Cart up to seven tickets per Event.

  A Customer buys all three Memberships and adds 15 tickets from one Event to the Basket/Cart.

  • 5 tickets will be discounted using the Gold Membership Ticket Discount
  • 2 tickets will be discounted using the Silver Membership Ticket Discount
  • 8 tickets will not be discounted

Viewing Limit Groups

View all your Limit 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 Limit Groups:

You’ll see a list of all active Limit Groups:

Setting Up Offer Limit Groups

Before assigning Offers to different Limit Groups, you must set up your groups. To add a new Limit Group:

1. Follow the steps to view Limit Groups.

2. Click + New to open the New Offer Limit Group screen:

   

3. Enter a descriptive Name. This will only be seen internally.
    
4. Select the Limits for the group. To apply a Limit, check the box next to your preferred limit. For each Limit, you can set the maximum number of tickets or merchandise in the Max Items box. This dictates the number of tickets or merchandise this Offer group can discount in total. For an explanation of each Limit, read the Offer Limits section.
    
5. Click Save.

Offer Limits

Click through the tabs below to understand each type of Offer Limit.

• Per Event

  • Per Event: The maximum number of items discounted per Event.

  For example, if you apply a limit of "4" per Event, then the Limit Group can discount 4 items on each of the eligible Events.

  The Offers in this Limit Group can be used by any number of Customers, across any number of Instances.

• Per Event Instance

  • Per Event Instance: The maximum number of items discounted per Instance.

  For example, if you apply a limit of "4" per Instance, then the Limit Group can discount four items on each of the eligible Instances.

  The Offers in this Limit Group can be used by any number of Customers.

• Per Offer

  • Per Offer: The maximum number of items discounted in the offer’s lifetime.

  For example, if you apply a limit of "4" per Offer, then the Limit Group can discount four items across all eligible Events, Instances or Customers.

  In its lifetime, the Offers in this Limit Group can be applied to only a maximum of four items total.

• Per Customer

  • Per Customer: The maximum number of items discounted per each eligible Customer.

  For example, if you apply a limit of "4" per Customer, then an eligible Customer can receive four discounted items total through the Offers in this Limit Group. The four items can be spread across all eligible Events or Instances.

  There is no limit on how many eligible customers can use the Offers in this Limit Group, just how many times each customer can use it.

• Per Customer Per Event

  • Per Customer Per Event: The maximum number of items discounted per each eligible Customer for each eligible Event.

  For example, if you apply a limit of "4" per Customer per Event, then an eligible Customer can receive four discounted items per eligible Event.

  The four per Customer per Event limit can be spread across one or more Instances.

  There is no limit on how many eligible customers can use the Offers in this Limit Group, just how many times each customer can use it for each Event.

• Per Customer Per Instance

  • Per Customer Per Event Instance: The maximum number of items discounted per each eligible Customer and Event Instance.

  For example, if you apply a limit of "4" per Customer per Event Instance, then an eligible Customer can receive four discounted items per eligible Event Instance.

  There is no limit on how many eligible customers can use the Offers in this Limit Group, just how many times each customer can use it for each Event Instance.

• Per Membership Period

  • Per Membership Period: The maximum number of items discounted per eligible Customer during a Membership period.

  For example, if you apply a limit of "4" per Membership period, then an eligible Customer can receive four discounted items per Membership period.

  This limit should be combined with a Membership eligibility. Only one type of Membership can be added to Eligibility and should be the same across all Offers in this Limit Group. Non-members won’t be eligible if this limit is set.

Editing Limit Groups

To edit a Limit Group:

1. Follow the steps to view Limit Groups
2. Click the name of the Limit Group
3. Click Edit
4. Make required changes to name or limits
5. Click Save

Deleting Limit Groups

You can delete Limit Groups. If there are any Offers within the Offer Limit Group, these Offers will still retain their individual Offer Limits.

To delete a Limit Group:

1. Follow the steps to view Limit Groups
2. Click Delete next to the name of the Limit Group

3. If there are any Offers within that Limit Group, a warning popup will appear, asking you to confirm if you still want to delete it. Click Ok.

   

    

Assigning an Offer to a Limit Group

When creating or editing an Offer, you'll have the option to choose an Offer Limit Group in the Limits 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 Limits tab, find the Limit Group section:

   

    

3. Under Available Offer Limit Groups to choose from, click to highlight the Limit Group you’d like to include the Offer in. To highlight multiple Limit Groups, hold the CTRL key or CMD key as you click each option. You can also filter Limit Groups by name.

   TIP: If you don’t see a Limit Group, it may be restricted by Per Membership Period, which requires Membership criteria in Eligibility first.

4. Click on the right arrow to add the selected groups to Select Offer Limit Groups.
    

5. Click Save or continue to build the Offer.

    

Removing an Offer from a Limit Group

You can remove an Offer from an Offer Limit Group in the Limits 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 the Offer you’d like to remove from the Limit Group.
    
2. Go to the Limits tab and find the Limit Group section.
    

3. Under Select Offer Limit Groups, click to highlight the Limit Group you’d like to remove the Offer from. To highlight multiple Limit Groups, hold the CTRL key or CMD key as you click each option.

   

    

4. Click on the left arrow to remove the selected groups.
    
5. Click Save.