# How promotions work

> What a promotion is, a map of every promotion, and how to create one from the gallery.

Source: https://backtrackhq.com/docs/promotions/overview/

A promotion is one discount plus the storefront widgets that show it,
and often an upsell offer that nudges shoppers to add more. You pick
a card in the gallery, change what you like, and AndOr sets up all
three parts for you. For how promotions and offers fit together, see
[Promotions and upsell offers](https://backtrackhq.com/docs/get-started/promotions-and-offers/).

## Promotion map

Every promotion, in the same order as the gallery in the app. Amounts
are in your store currency.

**Promotions with an upsell offer**

| Promotion | Discount (default) | Theme block | Upsell offer and where it shows |
| --- | --- | --- | --- |
| [Volume discount](https://backtrackhq.com/docs/promotions/volume-discount/) | 10% at 3, 15% at 6, 20% at 12 items | AndOr Volume tiers (picker layout) | Volume picker: product page |
| [Bundle](https://backtrackhq.com/docs/promotions/bundle/) | 15% off 1 from Group A + 1 from Group B | AndOr Offer picker | Bundle: product page |
| [Buy X get Y](https://backtrackhq.com/docs/promotions/buy-x-get-y/) | Buy 1, next one 50% off | AndOr Offer picker | Buy X get Y: product page, cart page, cart drawer |
| [Free gift](https://backtrackhq.com/docs/promotions/free-gift/) | Free gift when the cart reaches 50 | AndOr Offer picker | Free gift: product page, cart page, cart drawer |
| [Order goal](https://backtrackhq.com/docs/promotions/order-goal/) | 5% at 50, 10% at 100, 15% at 200 | AndOr Order goal | Goal suggestions: product page, cart page, cart drawer |
| [Free shipping goal](https://backtrackhq.com/docs/promotions/free-shipping-goal/) | Free shipping at 75 | AndOr Order goal | Goal suggestions: product page, cart page, cart drawer |
| [Tiered rewards](https://backtrackhq.com/docs/promotions/tiered-rewards/) | Free shipping at 50, gift at 100, gift at 150, 10% off at 200 | AndOr Order goal, plus AndOr Offer picker (cart) for gift tiers | Goal suggestions, plus a Free gift offer per gift tier: product page, cart page, cart drawer |

**Promotions with storefront widgets** (no upsell offer)

| Promotion | Discount (default) | Theme block | Upsell offer and where it shows |
| --- | --- | --- | --- |
| [Sale price](https://backtrackhq.com/docs/promotions/sale-price/) | 20% off a collection | AndOr Sale price | None |
| [Savings badge](https://backtrackhq.com/docs/promotions/savings-badge/) | 20% off a collection | AndOr Savings badge | None |
| [Countdown sale](https://backtrackhq.com/docs/promotions/countdown-sale/) | 20% off, ends in 3 days | AndOr Countdown | None |
| [Collection banner](https://backtrackhq.com/docs/promotions/collection-banner/) | 20% off a collection | AndOr Collection banner | None |
| [Order goal bar](https://backtrackhq.com/docs/promotions/order-goal-bar/) | Same tiers as Order goal | AndOr Order goal | None |
| [Volume price table](https://backtrackhq.com/docs/promotions/volume-price-table/) | Same tiers as Volume discount | AndOr Volume tiers (table layout) | None |

Widgets for discounts you already have
([Current offers](https://backtrackhq.com/docs/widgets/current-offers/),
[Discount callout](https://backtrackhq.com/docs/widgets/discount-callout/)) are in Storefront
widgets.

## The three parts of a promotion

Every promotion page has the same parts. Each one is a section you
open and close.

(Screenshot: A promotion page with the Discount, Storefront widgets, Upsell offer, Schedule and status and Advanced sections, and the Live preview)

- **Discount**: the real Shopify discount. Shoppers get it at
  checkout.

  (Screenshot: The Discount section of a promotion page)

- **Storefront widgets**: the blocks that show the discount on your
  store, for example a sale price or a progress bar. The
  **Show storefront widgets** switch says: "Shows this discount on
  your store. Turn on the app embed for the cart drawer and your colors
  and text."

  (Screenshot: The Storefront widgets section of a promotion page)

- **Upsell offer**: a message that tells shoppers what to add to get
  the next reward. Only some promotion types have one.

  (Screenshot: The Upsell offer section of a promotion)

- **Schedule and status**: when the discount starts and ends. See
  [Schedule and status](#schedule-and-status).

  (Screenshot: The Schedule and status section of a promotion page)

- **Advanced**: the link to the full rule editor. See
  [Advanced: the full rule editor](#advanced-the-full-rule-editor).

  (Screenshot: The Advanced section with the Open in the full rule editor button)

- **Live preview**: a sticky panel on the right. It shows what the
  open section looks like on your store.

  (Screenshot: The Live preview panel beside an open section)

> **Note:** A widget shows once its block is in your theme. The block
> shows without the app embed. The app embed adds your brand color, the
> parts in the cart drawer (if any), shared look settings and your
> Storefront text. See
> [Install and turn on the app embed](https://backtrackhq.com/docs/get-started/install/#turn-on-the-app-embed).

## The Create promotion gallery

Click **Create promotion** on the Promotions page. The gallery says
"Pick a widget. You can change everything before it goes live."

(Screenshot: The Create promotion gallery with Brand color and the first promotion cards)

The gallery has two sections, named as in the app: **Promotions with
an upsell offer** and **Promotions with storefront widgets**. See the
[Promotion map](#promotion-map) for every card.

Each promotion card has a **Choose** button that opens a promotion
page. The second section ends with two widget cards, **Current offers
list** and **Discount callout**. They carry a **No discount** tag and
an **Add widget** button: they add a widget for discounts you already
run, and do not create a discount. See
[Current offers](https://backtrackhq.com/docs/widgets/current-offers/) and
[Discount callout](https://backtrackhq.com/docs/widgets/discount-callout/).

A card you already use shows a badge such as **In use (2)**.

The **Brand color** picker sits on the gallery title row. See
[Brand color](https://backtrackhq.com/docs/promotions/brand-color/).

## Create a promotion

1. **Open Promotions, click Create promotion, then click Choose on the card you want.**

   The promotion page opens with a working setup. The name is the
   card's title, for example "Volume discount". Each discount needs its
   own name. If you already use the name, the **Name** field says "A
   discount with this name already exists. Choose another name."

   (Screenshot: The Promotions with an upsell offer section of the Create promotion gallery, with a Choose button on each card)

2. **Open each section and change what you need.**

   The section header shows a one-line summary, so you can check a
   section without opening it.

   (Screenshot: Closed promotion sections, each with its one-line summary)

3. **Click Make it live, or Save as draft.**

   **Make it live** starts the discount on the start date. **Save as
   draft** keeps it off.

   (Screenshot: The Make it live and Save as draft buttons on a promotion page)

4. **Follow What's next to add the widget to your theme.**

   After you click **Make it live**, a **What's next** panel lists four
   steps: **Add the widget to your theme**, **See it on your store**,
   **Try it at checkout** and **Watch the results**. It does not show
   after **Save as draft**, and it goes away when you dismiss it or
   leave the page. No What's next panel? Open **Promotions**. In the
   row's **Storefront widgets** column, click **Add block**. It shows when the block isn't in your theme yet.

   (Screenshot: The What's next panel after saving a promotion)

## Save as draft

**Save as draft** saves the discount as a draft in Shopify. Its
storefront widgets stay off and no upsell offer is created.

Storefront widgets only show active discounts, so a draft has no
storefront preview. To try a draft discount at checkout, see
[Test before going live](https://backtrackhq.com/docs/get-started/test-before-going-live/).

## Schedule and status

**Active dates** sets **Start date** and **Start time**. Tick **Set end
date** to add an **End date** and **End time**.

When you edit a saved promotion, the help text says "Saving keeps the
promotion's status. Turn it on or off in the full rule editor."

## Combine with

The **Discount** section ends with **Combine with**. Tick the kinds of
discount this one can combine with: **Product discounts**, **Order
discounts** or **Shipping discounts**. A shipping discount shows only
**Product discounts** and **Order discounts**.

"Discounts that combine can share one goal bar. Shopify applies only
the best discount when they don't."

For example, an order goal and a free shipping goal that combine can
both show on one goal bar. If they do not combine, the shopper gets
only the better one at checkout.

## Advanced: the full rule editor

Every promotion is also a rule. **Advanced** holds the link **Open in
the full rule editor**. It works after the first save.

The full rule editor has conditions, combinations and limits. When
you edit a promotion, the page also has an **Open in Rules** button.

> **Caution:** Some rule settings stop storefront widgets from showing
> the discount, for example a condition or a second rule block. The
> **Show storefront widgets** switch is then off and the page says
> why. See [Limits](#limits).

## Manage your promotions

The **Promotions** list shows every deal you run, whether it shows on
your store, and what it earns. See
[Manage promotions](https://backtrackhq.com/docs/promotions/manage-promotions/).

## Plan limits

Every plan includes promotions, the Free plan too. Discounts count
toward your plan's rule limit. When you reach it, the page says "You
reached your plan's discount limit. Make it live won't save until you
upgrade. Save as draft still works."

Drafts do not count toward the limit. Limits count active rules. See
[Plans and billing](https://backtrackhq.com/docs/get-started/plans-and-billing/).

> **Caution:** If your store reaches 110% of your plan's monthly
> orders, upsell offers and storefront widgets pause until next month
> or until you upgrade. Discounts keep working. See
> [Offers and widgets paused](https://backtrackhq.com/docs/help/paused-at-plan-cap/).

## When part of a save fails

The discount is saved first. If a later part fails, a banner says
what is missing:

- "Your discount is live, but the upsell offer was not created", with
  **Create the upsell offer**.
- "Your discount is live, but some gift offers were not created", with
  **Add gift offers**.
- "Your discount is live, but its storefront widgets are off". Open
  **Storefront widgets**, turn on **Show storefront widgets**, then
  save.

## Limits

- **Name**: up to 60 characters.
- Storefront widgets cannot show some discounts. Common reasons: it
  only applies when a condition is met, it has more than one rule
  block, it has a maximum discount amount, it rejects discount codes,
  or it applies to subscription purchases only. The page names the
  exact reason, for example "Storefront display is not available for
  this discount because it has more than one rule block."
- Storefront widgets cannot show a product tag. Pick products or a
  collection instead.
