Features & Functionality - 3.13 Promotions and Pricing Rules

Question 1

What can Catalog price rules achieve?

Answer 1

• Discounts for multiple products.
• Allows you to target products through specified attribute values.
• Can be utilized for certain customer groups (this is one way to give a customer group an across-the-board discount).
• Rules must be applied to the products by clicking Apply Rules on the grid page or Save and Apply on the individual page.
• This causes the indexes to refresh and store the new pricing data.

Question 2

What can Shopping cart price rules achieve?

Answer 2

• Discounts applied to the shopping cart.
• These can be applied based on customer groups (another way to give a customer group an across-the-board discount) or with customer segments (EE-only).
• Can also be used to create coupon codes (where you can specify a number of uses per customer).
• Conditions apply to products and how they relate to the cart AND/OR product attributes

Question 3

What is the function of related products and where are they visible?

Answer 3

• Visible on the product page
• The goal is that they direct a customer’s attention to other products that can be purchased as a companion to the product they are looking at. An example here would be if the main product is an iPhone, you might list a case to go with that.

Question 4

What is the function of upsell products and where are they visible?

Answer 4

• Visible on the product page
• The goal is to show these products higher on the page (than related products) as the goal is to sell these as a higher-value item than the viewed product.

Question 5

What is the function of cross-sell products and where are they visible?

Answer 5

• Visible on the shopping cart page
• Similar to related products, these guide the shopper to additional products that might benefit their current purchase OR a smaller-value item as an impulse buy.

Question 6

What are reward points?

Answer 6

• Part of the shopping cart price rules.
• Gifts the customer with loyalty / reward points when they purchase specific products.
• Allows them to cash them back in and purchase more goods from the merchant.

Question 7

How to create a coupon?

Answer 7

• Marketing > Cart Price Rules.
• Click Add New Rule.
• Select Coupon: Specific Coupon.
• Either specify a coupon code or check “Use Auto Generation.”
• The coupon code can be limited to a number of uses per coupon (first 100 to use this coupon get it).
• OR the coupon code can be limited to a number of uses per customer (each customer can use this coupon 3 times).
• OR you can use Auto Generation to create a pool of coupons to use.

Question 8

How can product attributes be used when creating shopping cart discounts?

Answer 8

• Create a new Cart Price Rule.
• Marketing > Cart Price Rules
• Click Add New Rule.
• Go to Conditions.
• Select Products Attribute Subselection.
• Click the Plus below “if an item is found in the cart with ALL of these conditions true:”
• Select an attribute and click the ellipses (…) to the right of “is.” Specify the text value (not the attribute ID)

Question 9

How is the use of shopping cart coupon codes tracked with Magento 2 native logic?

Answer 9

• Go to the shopping cart rule.
• Click on the new Manage Coupon Codes section.
• Coupon codes that are used are visible here.
• Reports > Sales / Coupons

Question 10

What are the three common methods of creating product price discounts?

Answer 10

• Single product special price: go into the product and set the Special Price attribute and the date range that this price will be in effect.
• Catalog Price Rules: on a more global basis, use product attributes to locate the products for a discount.
• Cart Price Rules: apply blanket discounts to all products.

Question 11

How could you create a product price discount and display a related “on sale” banner on listing pages using Magento 2 Enterprise Edition functionality?

Answer 11

• Create the pricing rule:
• Marketing > Catalog Price Rules
• Create the banner:
• Marketing > Content > Banners
• Add banner.
• In “Related Promotions,” specify the price rule to be featur