Manage discounts on shipping

In the previous scenario, we explored how GreenLeaf Furnishings offered free shipping to customers based on their total cart value. Let’s look at two more complicated scenarios and how we can approach them.

Scenario 2: Offer free shipping based on Cart total value and Customer Group

GreenLeaf Furnishings is launching their loyalty program; the Eco Club. To differentiate their Eco Club members, GreenLeaf would like to offer their Eco Club members lower thresholds on their free shipping. Eco Club members using Standard Shipping are offered free shipping on Carts above $85 (instead of $100). The normal shipping price is $20.

Similar to the previous topic, we will explore how to implement the new shipping discount requirements using the Free Above and Cart Discount targeting shipping options.

Use Free Above

1. In the Merchant Center, navigate to Project Settings > Shipping methods.
2. Click Add shipping method to create a new Shipping Method.
3. For Shipping method name, enter Standard Delivery - Eco (US).
4. Assign a Tax category relevant to your products and regions.
5. Add a Zone that defines where this method applies. For example: United States (US).
6. Set the fixed shipping rate to $20.
7. Set the Free above value to $85.
8. Under Predicate, choose Apply to specific carts and set the predicate condition to Customer Group Key (Single) is eco-club.
9. Click Create shipping method to save your changes.

• If Standard Delivery is selected, the customer is in the eco-club Customer Group, and the Cart total is below $85, the shipping cost will be $20.
• If Standard Delivery is selected, the customer is in the eco-club Customer Group, and the Cart total is above $85, the shipping cost will be $0.

Use Cart Discounts

1. From the Merchant Center main menu, navigate to Discounts > Cart discount list.
2. Click Add cart discount to add a new Cart Discount:
   • For Cart discount name, enter Free Standard Shipping Discount - Eco Club.
   • Provide a Rank (sortOrder) value.
     For more information on how to choose a rank (sortOrder) value, see Rank Discounts and Ranking and stacking.
3. Within the Apply these discount effects section of the page, choose Shipping.
4. For Discount Type, select Percentage off.
5. Set the Discount value to 100.
6. Within the Under these cart conditions section of the page, choose apply to specific carts.
7. Set the predicate condition: Cart Total is equal to or greater than 85.00 USD.
8. Click + AND condition and add Customer Group Key (Single) is eco-club to target this discount only to customers within the eco-club Customer Group.
9. Click + AND condition and add Shipping Method Name is Standard Delivery - Eco (US) to target this discount only to eco-club customers using the standard shipping.
10. Click Save.

11. Switch the activation toggle to activate the discount.

Scenario 3: Offer free shipping discount with other Cart Discounts

Let’s look now at how GreenLeaf Furnishings might handle discounting shipping on Black Friday, their busiest shopping day of the year. They want to implement the following Black Friday promotion:

• Offer a 35% discount on carts over $300.
• Applies only when the cart includes their signature cabinets made from reclaimed wood.

GreenLeaf Furnishings decide to implement this discount using a Cart Discount, with the following requirements:

• The discount applies to the entire Cart value.
• The cart must meet both conditions:
  • Contains one or more Product Variants from the Eco-Friendly Cabinets category.
  • Has a total value of $300 or more.
• Discount is only valid on Black Friday.
• If the Black Friday discount is applied, no further discounts will be allowed.

When implementing these requirements, the team needs to be mindful of other discounts running concurrently, such as the Winter Discount, which is offering 10% off in the months of November to February.

Similar to the previous scenarios, let’s explore how GreenLeaf Furnishings can achieve their requirements using Free above and Cart Discount targeted at shipping costs.

Use Free above

Since the Free above value specified on Shipping Methods applies on the Cart total after discounts, it is not affected by the Cart Discount rank or stacking mode. The Shipping Method created in the previous scenario would correctly apply GreenLeaf Furnishing's new requirements.

Use Cart Discounts

When offering free shipping using Cart Discounts, it is important to evaluate the entire Cart Discount list. Let’s expand the Cart Discount list to include the Free Standard shipping discounts for regular customers and Eco Club members.

GreenLeaf Furnishings used a lower Rank (sortOrder) for shipping discounts in order for the shipping discount to be applied on the Cart total after all discounts. However, this presents an issue after adding the limited time Black Friday discount.

Let’s look at the solution GreenLeaf Furnishings is considering to fix this issue and achieve their discount and free shipping requirements.

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