Offer Modifications
Offers are special Personalization Modifications that allow you to serve discounts and promotions to your visitors without code leakage, test them against each other, and track their success.
What are Offers?
Offers are Intelligems tool built to serve your visitors promotions, volume based discounts, and gifts with purchases. Just like any other modification in a Personalization, offers can be targeted to the right channels and visitors to optimize discount spend and maximize your bottom line. They can also be configured to display useful site widgets such as popups, cart progress bars, and quantity buttons.
Offers can also be tested against each other: creating a test with multiple Offer Personalizations (Personalizations containing an Offer) lets you to take the guess work out of your discount strategy by discovering which offer works best before activating it.
When setting up a Personalization containing an Offer, it can be useful to mix in a Content Edit modification as well. This allows you to fine tune any text on the site that mentions your offer, such as in your announcement bar or on the homepage.
Types of Offers
There are four types of Offer modifications.
A "Promotion" is simply a percentage or dollars savings offer
A "Gift with Purchase" is a free giveaway at a certain cart total
A "Free Shipping Offer" activates free shipping under certain conditions
A "Volume Discount" is a buy more save more offer, which can also include free shipping and free gifts
You can place at most one into each Personalization.
Each one can optionally be configured to display popups, progress bars, and other widgets to help you communicate the offers to visitors.
Promotions
Eligible Products: Select which products are eligible for your Promotion. If no products are selected, then all products will be eligible.
Should Stack: Select whether the offer should combine with other offers that are running at the same time in different Personalizations. If you leave this unchecked, customers will not be able to stack multiple Personalizations containing offers together.
Offer Type and Amount: This can be a percentage off, dollar amount off per order, or dollar amount off per item.
Minimum Purchase Requirement: The number of units or dollar amount needed to achieve the discount. "No Minimum Requirement" will be selected by default.
Maximum Discount Amount: The maximum dollar amount discount that a customer can receive in the case of a percentage off offer.
Discount Title: This is the discount name that will visible at checkout for customers who receive the discount.
Gift With Purchase
Select a Gift with Purchase: Select which product will be provided as a gift with purchase. Note that you can only select one product, and one variant if there are multiple variants of that product. If you would like your customers to be able to choose a variant, please note that Intelligems does not provide the front end component for this.
Should Stack: Select whether the offer should combine with other offers that are running at the same time in different Personalizations. If you leave this unchecked, customers will not be able to stack multiple Personalizations containing offers together.
Minimum Purchase Requirement: The number of units or dollar amount needed to achieve the discount. "No Minimum Requirement" will be selected by default.
Eligible Products: If the gift with purchase should only be applied when visitors buy select products, you can additionally specify which products count toward the gift here. If you specify eligible products, only these will count toward the minimum you set. For example, if visitors only get GWP if they buy 3 items (or $30 worth of items) and only products A and B are eligible, then they will have to buy 3 of A and/or B (or $30 worth of A and/or B) to get the gift.
Automatically Add Gift to Cart: Toggling this option on will automatically add the gift to cart when a customer has met the requirements. If this is left off, a customer will need to manually add the product to cart in order to receive the free gift. Please note that you will need to choose one product variant in order to be able to turn this option on.
Discount Label: This is the discount name that will visible at checkout for customers who receive the discount.
Free Shipping Offer
The free shipping offer activates free shipping under certain conditions, automatically removing shipping costs from a customer's checkout without any Shopify configuration work. It can be applied as its own offer, or as part of one or more tiers in a Volume Discount (see below).
Minimum Purchase Requirement: The number of units or dollar amount needed to activate free shipping. "No Minimum Requirement" will be selected by default.
Limit Ship-to Countries: If free shipping should not be offered to all countries, choose a white list here. Because customers choose ship-to country at checkout, this means they will see the free shipping progress bar and messaging in their cart until they enter checkout and choose their ship-to country, at which point their free shipping discount may be removed.
Choose Eligible Rates: Configure which of your store's saved shipping rates rates should be eligible, if not all. You can do this:
By name: for example, use "Rate name does not contain International" if you have multiple International rates that shouldn't be discounted. If you select multiple conditions here, any rates that meet at least one of your qualifications will be discounted. Any rates that do not meet any of your qualifications will not be discounted.
By amount: for example, use this if it would be too expensive for you to discount shipping on large expensive-to-ship items.
Discount Label: This is the discount name that will visible at checkout for customers who receive the discount.
Volume Discounts
To configure a Volume Discount, fill out the following fields:
Eligible Products: Select which products are eligible for your Volume Discount. If no products are selected, then all products will be eligible.
Should Stack: Select whether the offer should combine with other offers that are running at the same time in different Personalizations. If you leave this unchecked, customers will not be able to stack multiple Personalizations containing offers together.
Discount Tiers: You are able to create up to four different discount tiers using the blue + sign. For each tier, you will select:
Whether eligibility for the discount should be based on the quantity of items or the cart subtotal.
Whether the discount should be a percentage off, dollar amount off per order, or dollar amount off per item.
The number of units or dollar amount needed to achieve the discount.
What the percentage or dollar amount of the discount should be.
The name of the discount that will visible at checkout for customers who receive the discount.
Whether the tier includes a gift with purchase, and what that gift is.
Free Shipping in Volume Discounts: Intelligems' Free Shipping offer can be used as a standalone offer, or as a perk on one or more discount tiers in a Volume Discount offer. For example, you can configure a Volume Discount to give 20% off purchase to visitors buying at least one item, and 30% off plus free shipping to visitors buying two items.
One configuration: While you can offer free shipping on multiple tiers, they must all share the same free shipping configuration. This means that Tier 1's free shipping cannot be limited to certain shipping rates while Tier 2's shipping is not.
Powered by Intelligems vs Shopify: By default if you choose Free Shipping, Intelligems will automatically apply the discount in cart and checkout. If you've already configured Shopify to apply Free Shipping and simply wish for Intelligems to power the messaging, progress bars, and popups, you can choose the "Powered by Shopify" option. This allows you to communicate your specialized tiers - especially those mixing free shipping with other discounts - in a clear and unified way. Legacy existing free shipping Volume Discounts in Intelligems will be set to this option but can be changed.
Setting up Offer Widgets
You can optionally show various widgets that communicate your offer to users. The widgets vary depending on what type of Offer modification you are using, but the full options include:
Pop Up / Slide Out: This pop up will appear in the top right corner of your site. The language and colors are fully customizable so you can use this feature to highlight what you want.
Quantity Buttons: These buttons will appear on your product pages for customers to quickly add multiple units to cart. Before using these, you'll need to integrate them into your site.More info on integrating these into your site and customizing them here.
Progress Bar: This bar will appear in the cart view to show your customers how much more they need to purchase to achieve specific discounts or free shipping, prompting them to buy more to get the best deal without ever leaving their cart. More info here.
Testing Offers
You can test offers against each other to see which one is best. To do this, create an Offer Test, and select at least two Personalizations that contain Offers.
You can read our full guide here.
How do Offers Work?
Intelligems uses Shopify Discount Functions to provide the offers you set up in the Intelligems app. The necessary Function will be created automatically when you create a new Offer Personalization or Offer test in the Intelligems app, but will not be available to customers until you start your Offer test or activate your the Personalization containing your offer.
Last updated
