How to Configure Shopping Cart Price Rules in Magento 2

Use Magento 2 Shopping Cart Price Rules to launch successful promo campaigns

It’s needless to say that Magento is a great ecommerce platform chosen by millions of online merchants across the globe. And though its recent acquisition by Adobe wasn’t expected by the community, it’s understandable. The platform has many features enabling its users to work wonders, and promotions are one of them. Magento 2 shopping cart price rules are an attractive way to reward customers and manage product prices depending on specific business needs (e.g., provide seasonal discounts) and grow sales. In this article, we’re going to show you how to create such a rule.

How to Set Up Magento 2 Shopping Cart Price Rules

To create a new shopping cart price rule, log in to the store’s Admin panel, and navigate to Marketing > Promotions and choose Cart Price Rules.

To start adding a new rule, tap the ‘Add New Rule’ button. Then complete ‘Rule Name’ and ‘Description’ fields. If you want to activate the rule right after you save it, set the ‘Active’ field to ‘Yes’.

Magento allows store admins to establish the rule scope by assigning the rule to specific websites and customer groups. It means that the rule will only apply to selected websites and customer groups. To disable the rule for unregistered users, don’t choose the ‘NOT LOGGED IN’ option.

 

  • Promotional Codes

If you wish to offer your potential or existing customers a promotional code to entice them into making a purchase, you may associate a coupon with the shopping cart rule.

To use a specific code, set the ‘Code’ field to ‘Specific Code’ and add a numeric value to associate with the coupon in the field below. Need more unique codes? Take advantage of the coupon auto-generation feature, but you’ll need to save the rule beforehand.

 

  • Validity Period

You can easily manage codes by limiting the number of uses of per coupon and/or per customer. And that’s not all! You may even set the validity period for Magento codes by leveraging the Calendar.

  • RSS Feed

The rules’ priority can be managed by entering numbers in the ‘Priority’ field. A rule with ‘1’ in this field will have the highest priority if compared to other active rules. To add the rule to the RSS Feed, set the ‘Public In RSS Feed’ feature to ‘Yes’.

Introducing Conditions

Proceed to the ‘Conditions’ section to add conditions that must be met to qualify a customer for the discount. The rule will be applied only when the conditions are satisfied.

The default rule is ‘If ALL of these conditions are TRUE:’, but you can adjust it by clicking ‘All’ and ‘TRUE’ and choosing alternative options such as ‘FALSE’ or ‘ANY’. To apply the rule to all the product, leave the rule unchanged.

Hit the plus button to continue configuring condition. You may create conditions based on product attribute combination, products subselection, and conditions combination. Complete the next part of the condition according to the needs of your promotional campaign. For instance, you may create a regional price rule by introducing conditions for such cart attributes as Shipping Postcode and Shipping Country, to name a few.

Defining Actions

When you’re ready, go to the ‘Actions’ section. In this step, you are to define the actions that must be taken when the conditions are met. For example, you may subtract a percentage from the original product’s price in the shopping cart or enable a fixed amount discount.

As shipping costs are one of the biggest expenses for e-businesses, Magento takes care of them too. It’s up to you whether to apply a discount to the shipping amount or enable/disable free shipping for products associated with the rule.

If you wish to prevent customers from making use of other discounts, set the ‘Discard Subsequent Rules’ field to ‘Yes’.

Add as many extra conditions as you need and scroll down to the ‘Labels’ section. Here you can enter the text that customers will see in parentheses after the word ‘Discount’ at the shopping cart. Set a default label for all the Store Views or add custom labels for each of them.

Save the rule and test it to make sure it works as intended. And now it’s time to spread the word about your promotional campaign!

Final Thoughts

Promotional campaigns are indispensable when it comes to reaching customers and encouraging shoppers to make the first purchase in the store. Armed with Magento 2 shopping cart price rules, web stores can launch such campaigns whenever needed. In this article, we showed you how to create a new shopping cart price rule. Have any questions? Drop us a line in the comments below.

 

Aitoc Team
Aitoc is a young team of passionate professionals delivering robust Magento extensions. Founded in 2001, Aitoc has produced over 100 modules for clients worldwide. The company continuously evolves, now offering a full range of custom ecommerce development services.

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