How to Set Up a Holiday Sale
Steps to launch a Holiday Sale using an Offer Experience
Holiday Sale
You can use Offers to power your holiday sales. Whether you're running the offer to 100% of traffic, or a segment in Klaviyo, Intelligems makes it easy to create, schedule, and automate your offer. Our customers user Offers to power their holiday sales like Valentine's Day, Mother's Day, 4th of July, Black Friday, etc.
Goal: Increase revenue, move through inventory, make money!
Who: All visitors
What: 30% off your order
When: Fall Sale Event (example)
Offer Type: Percentage off your order; most common use case
Amount: 30%
This amount might be set based on the goal of the sale, competitive landscape, or MAP policy with retailers
Offer Experience:
Timing: Time-limited, typically 3-5 days
Where:
Website
Homepage
PDP banners
Cart
Checkout
Email & SMS
Paid ads
Influencer posts
Other marketing channels
Activation: Automatic, no code, with a scheduled start time and scheduled end time
Why it works: Customers expect deals during holidays, especially when competitors are running sales, and it's a natural urgency moment since it's time-bound.
How to Set Up This Offer in Intelligems
Go to Experiences > Offers
Select Amount off Order
Add an Offer name (internal name)
Add a Discount name that matches the sale. This will be shown to shoppers in their cart and at checkout.
e.g. Fall 30% off Sale
Select discount value
Choose percentage off order to offer a discount amount on their order
Choose dollar off per order to offer a flat dollar amount discount on their order
Choose if you want minimum purchase requirements
Select quantity of items if you want a customer to purchase a minimum X units to qualify for the discount
Select subtotal of items if you want a customer to purchase a minimum $ amount to qualify for the discount
Leave the box unchecked if there are no minimum requirements for the discount to be applied
Select which products you want this discount to be applied to. It will apply to all products by default if no products are selected.
You can select products based on Product Type, Vendor, Status, Collections, and also search for individual products
Choose if you want this discount to combine with other Shopify discounts
Examples: a Welcome Offer, loyalty, affiliate, influencer, or any other discount you have live in your Shopify backend that is set up to be combined with other discounts
Add components like Progress Bar or Offer message to support the discount messaging
Configure your components
Make sure you've previously installed these components in your theme via Global Styles tab
Click Complete offer setup
At this point, you can make additional modifications by clicking + Add modification
You can update the content, launch a different Theme or Template, and update styles or javascript
Add Targeting to choose which shoppers you want to see this 30% off discount Offer. It will be set to all visitors by default.
If you're running a specific offer to a smaller group of your shoppers, you can select your audience in the Targeting tab
Save your Offer
Preview your Offer on desktop and mobile
When everything looks good, Schedule Your Experience or Activate to go live
You can select a Start time and Stop time when Scheduling
Double-check everything else on your list to make sure you're supporting this sale like email, sms, and other marketing channels.
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