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.

Offer Experiences are available on Core, Plus, and Blue Plans. Testing your Offers against each other is only available on Plus and Blue.

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

1. Go to Experiences > Offers

2. Select Amount off Order

3. Add an Offer name (internal name)

4. Add a Discount name that matches the sale. This will be shown to shoppers in their cart and at checkout.

   1. e.g. Fall 30% off Sale

5. Select discount value

   1. Choose percentage off order to offer a discount amount on their order

   2. Choose dollar off per order to offer a flat dollar amount discount on their order

6. Choose if you want minimum purchase requirements

   1. Select quantity of items if you want a customer to purchase a minimum X units to qualify for the discount

   2. Select subtotal of items if you want a customer to purchase a minimum $ amount to qualify for the discount

7. Leave the box unchecked if there are no minimum requirements for the discount to be applied

8. Select which products you want this discount to be applied to. It will apply to all products by default if no products are selected.

   1. You can select products based on Product Type, Vendor, Status, Collections, and also search for individual products

We recommend setting up a Sale collection in Shopify and then select that collection

1. Choose if you want this discount to combine with other Shopify discounts

   1. 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

2. Add components like Progress Bar or Offer message to support the discount messaging

3. Configure your components

   1. Make sure you've previously installed these components in your theme via Global Styles tab

4. Click Complete offer setup

5. At this point, you can make additional modifications by clicking + Add modification

   1. You can update the content, launch a different Theme or Template, and update styles or javascript

6. Add Targeting to choose which shoppers you want to see this 30% off discount Offer. It will be set to all visitors by default.

   1. If you're running a specific offer to a smaller group of your shoppers, you can select your audience in the Targeting tab

7. Save your Offer

8. Preview your Offer on desktop and mobile

9. When everything looks good, Schedule Your Experience or Activate to go live

   1. You can select a Start time and Stop time when Scheduling

10. Double-check everything else on your list to make sure you're supporting this sale like email, sms, and other marketing channels.