Creating your first Discount

In this guide we're going to walk through setting up a discount that gives 10% off a users basket when they spend 30 GBP.

Firstly you need to create a project in the portal. If you haven't done this yet see Account Setup for details of how to do this.

Basic Discount Setup

Once you have a project setup you can use the tooling or Builder APIs to start setting up data. You can use the Management Tool link in the portal to access the tooling.

When you first log into the management tooling you will see an empty discounts page:

empty discounts page

Click the Add Discount button and you will be presented with the discount builder page:

blank discount builder page

Use this page to create a discount that gives 10% off a users basket when they spend 30 GBP:

  1. Click the Add Condition button and click the edit icon:
default condition
  1. In the sidebar choose a type of Minimum Spend and add an entry for 30 GBP:
edit condition
  1. Click Done in the sidebar to finish editing the condition.

  2. Click the Add Action button. Choose Amount off Basket.

add action
  1. Click the edit icon on the Amount Off Basket Action.

  2. In the sidebar, make sure Percent Off is selected in the Amount off Type drop down and enter 10%:

amount off basket
  1. Click Done to finish editing the action, give the discount a name and then click the Create button. Once created the discount should look similar to this:
created discount

This discount will then be available on the staging data instance which can be used for preview/testing.

To publish the discount to the live data instance click the Publish button:

publish discount

The discount will then have a status of Live:

discount with live status

Next Steps

Now you have setup your first discount, review the guides in the Overview section to gain understanding of how the system works.

Review the Management Tooling section to more details on how to work with the tooling.

For developers, the API Intro guide runs through how to create the discount created in this guide using the Builder API and also how to call the Processor API to evaluate the discount.