QWK QwkPromo
QwkPromo - Promotion Manager

QwkPromo - Promotion Manager

Documentation for version 2.321006.

Contents

Introduction

QwkPromo gives you the ability to define a variety of sales, coupons and other promotions.

Promotions can be configured so that they are triggered by date, basket contents, affiliate associations, and / or the entry of a promotion or coupon code.

The promotion can give the customer a flat discount, a percentage discount, the cheapest product free, or free shipping. The discount or other premium can be limited to the same products that triggered the premium, or to a different set of products.

Installation

The QwkSoft Promotion Manager distribution contains 4 files: qwkpromo.mvc, qwkpromo_l.mvc, qwkpromo_s.mvc and qwkpromo.html (this documentation file). Install the *.mvc files in your domain and store as usual for Miva Merchant modules. Please refer to the documentation for your version of Miva Merchant for more information.

note: if you are using a non-compiled version of Miva Merchant you will need the non-compiled version of this module. That distribution contains *-nc.mv files in place of *.mvc files.

QwkSoft Promotion Manager is a Store Utility module. It also uses Logging and System Extension modules that must be installed in the store, but have no databases or settings of their own. Store Utilities Screen

This module places 17 tabs on the Store Utilities screen. This screen can be reached from the left navigation bar by selecting Stores->your store name-> and then selecting this module.

(Some tabs may not be visible at all times)

Settings Tab

View, add or edit Settings record.

These settings affect the overall behavior and appearance of the software.

The following tokens are available in the error messages ( though not all will have meaning in all error messages )

full The full promo or coupon code as entered by the customer
code The promo code as it appears on the promo record
name The promo name as it appears on the promo record
desc The promo description
detail_url The URL to a page displaying the promo details
detail_link A formatted hyper link to the page containing the promo links. Blank if there is no detail URL
use_count The number of times this coupon has been used.
use_limit The limit to the number of times this coupon can be used.
Multiple Promotions

Determines what happens when the order qualifies for multiple promotions.

Options
Apply All

Apply all promotions

Use Highest

Apply the promotion that results in the highest discount.

Use Lowest

Apply the promotion that results in the lowest discount.

Use First

Use the first promotion that the order qualifies for.

Use Last

Use the last promotion that the order qualifies for.

Maximum Cumulative Discount Percent

Limits the total discount to the indicated percent of the total of all products. If giving applying a given promotion to the order would exceed this amount, the promotion is skipped.

Maximum Cumulative Discount Amount

Limits the total discount to the indicated percent of the total of all products. If giving applying a given promotion to the order would exceed this amount, the promotion is skipped.

Promo not started error

The error message shown to the customer when they enter a promotion or coupon code for a promotion that has not yet started.

Promo ended error

The error message shown to the customer when they enter a promotion or coupon code for a promotion that has ended.

Promo Not Found Error

The error message shown to the customer when they enter a promotion or coupon code that does not exist, or a promotion code containing an invalid affiliate.

Promo Duplicate Error

The error message shown to the customer when they enter a promotion or coupon code twice.

Coupon Used Error

The error message shown to the customer when they enter a coupon code which has already been used.

Default Not Qualified Message

The defalt message generated when the customer enters a promotion or coupon code that is valid, but that they don't qualify for currently. For example; this message would be generated if the customer entered a promotion code that gave them free shipping on orders of $100 or more, but had not yet placed $100 worth of products in their basket.

This message can be overridden on a promotion by promotion basis. Also, this message will not show at all unless the Show message if not qualified box is checked for on the Promotion Settings tab.

Affiliate in Promo Code

Indicates where to look for the affiliate code in customer-entered promotion codes.

Options
n/a

Do not look for affiliate codes.

before

Look for affiliate codes as a prefix to the promotion code.

after

Look for affiliate codes as a suffix to the promotion code.

Affiliate Delimited By

Indicates how the affiliate code is separated from the promotion code.

Options
- (dash)
_ (underscore)
/ (slash)
. (period)

Do not recalc when saving order information.

If checked, QwkPromo will not recalculate promotion eligibility when saving order information ( the ORDR action )

Do not recalc when saving calculating tax.

If checked, QwkPromo will not recalculate promotion eligibility when calculating tax ( the CTAX action )

Do not recalc when calculating shipping.

If checked, QwkPromo will not recalculate promotion eligibility when calculating shipping ( the SHIP action ). Note: selecting this option will make the "free shipping" premium option work incorrectly.

Promotions Tab

Lists Promotion records.

Click the [add] link on the right side of the header line to add a new record.

Click the [edit] link on the right side of a line to edit the record.

Check one or more boxes in the delete column on the left of the list and click the update button at the bottom of the list to delete the selected records.

Click <-prev or next-> in the footer to move backwards or forward a page. Enter a new value in the field label "page" to change the number of records per page.

Affiliates Tab

Lists Global Affiliate records.

Check one or more boxes in the delete column on the left of the list and click the update button at the bottom of the list to delete the selected records.

Click <-prev or next-> in the footer to move backwards or forward a page. Enter a new value in the field label "page" to change the number of records per page.

Promotion Settings Tab

View, add or edit Promotion record.

Code

The promo code. You will give this to the customer and they will type it in to get the discount. Depending on other settings, this may need to be combined with an affiliate code to be used, or may be ignored in favor of a coupon code.

Name

The name of the promotion. This text will appear in the customers basket and on their invoice.

Desc

A longer description of the promotion. Handy for describing the requirements of the promotion to the customer.

Show Description on Summary Screen

Specifies when the description for this promo appears on the description screen.

Options
always

Always show the description for this promo.

date

Show the description for this promo when the date is within the promo's date range.

qualified

Only show the description for this promo when the customer qualifies for this promotion.

premium

Show this promotion when the customer is actually receiving a premium. Please note that this could have odd results when the premium is free shipping.

never

Never show this premium on the summary screen.

Usage Count

The number of times this promotion has been used.

Usage Amount

The total value of the discounts or premium received using this promotion code.

When

This specifies when the promotion is activated.

Options
Always

The promotion is always active if all the criteria are met. In other words, the customer does not need to enter a promotion code to get the premium.

Promotion Code Entered

The promotion is triggered when the customer enters the promotion code. There are no limits to how often a promotion code be entered.

Coupon Code Entered

The promotion is triggered when the customer enters a coupon code associated with the promotion. Promotions can be configured so that each coupon code can only be used a limited number of times, or for a limited amount of discount. See below.

Coupon Usage Limit Count

The number of times that each coupon associated with this promotion can be used, typically 1. This has no effect if "When" is not "Coupon Code Entered."

Coupon Usage Limit Amount

The total amount of discount that each coupon associated with this promotion can be used for.

Affiliates

Indicates the relationship between Affiliates and promotions.

Options
Ignore Affiliate

Affiliates have no relation to promotions.

Require Affiliate

An Affiliate must be associated with the customer for the promotion to be activated.

Optional Affiliate

An Affiliate can be associated with the customer.

Find Affiliate Code

If affiliates are associated with promotions, this indicates how the association is established

Options
On Basket

The association is established by looking for affiliate information on in the basket information. This is usually set because the customer followed a link with the affiliate encoded in it.

In Promotion Code

The association is established by looking for the affiliate code as part of the promotion code entered by the user. Whether the affiliate precedes of follows the promotion code, and how the two are separated is determined on the main Settings screen.

Either

The association is established in either way, with the promotion code being checked first.

Limit Affiliates To

Determines if there is a limit to which affiliates count

Options
Any Active Affiliate

Any active affiliate counts.

Affiliate on Global List

Only those affiliates on the global list of affiliates count.

Affiliate on Promotion List

Only those affiliates on the promotion specific list of affiliates count.

Minimum Purchase Required

Determines if a minimum purchase is required, and if so whether that minimum is based on the number of items, or their total value.

Options
None

No minimum purchase is required

Amount

The customer must purchase a minimum amount of product based on the price of the product. The amount is specified below.

Quantity

The customer must purchase a minimum number of products. The quantity is specified below.

Minimun Purchase Amount

The minimum amount of products that the customer must purchase to qualify for the premium. Note that this is based on the price of the product as it is in the basket, and so may be influenced by Price Groups.

Category Limits

This allows you to limit which products count toward purchase minimums based on categories.

Options
None

Products in all categories count towards purchase minimums.

Products in Categories in Trigger List

Only products included in the Categories listed on the Trigger Categories tab count towards minimums.

Products NOT in Categories in Trigger List

Only products NOT included in the Categories listed on the Trigger Categories tab count towards minimums.

Product Limits

This allows you to limit which products count toward purchase minimums. Product settings override category settings where there is a conflict.

Options
None

All product count towards purchase minimums (unless excluded by category ).

Products in Trigger List

Only products listed on the Trigger Products tab count towards minimums. These will be in addition to those products selected due to category settings.

All Products in Trigger List

Only products listed on the Trigger Products tab count towards minimums, and at least one of each product must be purchased. These will be in addition to those products selected due to category settings.

Products NOT in Trigger List

Products listed on the Trigger Products tab do NOT count towards minimums.

Start Date

The promotion will not be applied prior to the date and time entered.

End Date

The promotion will not be applied after the date and time entered.

Premium

This specifies what the customer gets if they qualify for the promotion.

Options
Discount Amount

The customer gets a flat discount amount, for example $5. The amount is specified below.

Discount Percent

The customer gets a percentage discount, for example 15%. The amount is specified below.

Cheapest Free

The customer gets the cheapest product free. This is implemented by giving the customer a discount equal to the price of the product.

Free Shipping

The customer gets free shipping. This is implemented by giving the customer a discount equal to the cost of shipping.

Premium Amount or Percent

The amount of the discount the customer receives. It only applies if discount amount or percent are selected above.

Apply Discount to

What the discount is applied to

If the premium is a discount amount, it will be limited in total value to the total price of the indicated products.

If the premium is a discount percent, it will be calculated as a a percent of the indicated products.

If the premium is a free product, it will be the cheapest of the indicated products.

This setting has no effect on free shipping.

Options
Entire Order

The discount is applied to the entire order.

All Products

The discount is applied to all the products in the basket, but not to shipping, tax, or other basket charges.

Qualifying Products [products that triggered discount]

The discount is applied to the same products that were counted to determine if minimum purchase was met.

Other Selected Products / Categories

The discount applies to a set of products as specified below.

Discount Category Limits

Limits which products the discount applies to based on category. This setting only applies if "Other Selected Products / Categories" was select above.

Options
None

Discount is not limited by category

Products in Categories in Premium List

The Discount is limited to products in the categories listed on the Premium Categories List.

Products NOT in Categories in Premium List

The Discount is limited to products not in the categories listed on the Premium Categories List.

Discount Product Limits

Limits which products the discount applies to. This setting only applies if "Other Selected Products / Categories" was select above.

Options
None
Products in Premium List
Products NOT in Premium List

Multiple premium for multiple minimums

If this box is checked, then the customer will receive premium multiple times if they meet the requirements multiple times.

For Example: If your trigger is buy 5 videos and your premium is get one free, setting this option would mean that if the customer buys 10 videos they get 2 free.

This option has no effect on free shipping, but does apply to percent discounts.

Maximum Premium Value

The total maximum value of discount that this promotion can generate in a single use. For example, you could give 10% off the entire order, with a total limit of $100.

Show message if not qualified

If this box is checked, the a message is generated when the customer enters a promotion or coupon code that is valid, but that they don't qualify for currently.

Message to show if not qualified

The message generated when the customer enters a promotion or coupon code that is valid, but that they don't qualify for currently. For example; this message would be generated if the customer entered a promotion code that gave them free shipping on orders of $100 or more, but had not yet placed $100 worth of products in their basket.

This message only appears if the above box is checked. If this message is blank, the default from the main Settings tab is used.

Trigger Products Tab

Lists Trigger Product records.

Check one or more boxes in the delete column on the left of the list and click the update button at the bottom of the list to delete the selected records.

Click <-prev or next-> in the footer to move backwards or forward a page. Enter a new value in the field label "page" to change the number of records per page.

Trigger Categories Tab

Lists Trigger Category records.

Check one or more boxes in the delete column on the left of the list and click the update button at the bottom of the list to delete the selected records.

Click <-prev or next-> in the footer to move backwards or forward a page. Enter a new value in the field label "page" to change the number of records per page.

Affiliates Tab

Lists Affiliate records.

Check one or more boxes in the delete column on the left of the list and click the update button at the bottom of the list to delete the selected records.

Click <-prev or next-> in the footer to move backwards or forward a page. Enter a new value in the field label "page" to change the number of records per page.

Premium Products Tab

Lists Premium Product records.

Check one or more boxes in the delete column on the left of the list and click the update button at the bottom of the list to delete the selected records.

Premium Categories Tab

Lists Premium Category records.

Check one or more boxes in the delete column on the left of the list and click the update button at the bottom of the list to delete the selected records.

Coupon List Tab

Lists Coupon records.

Click the [add] link on the right side of the header line to add a new record.

Check one or more boxes in the delete column on the left of the list and click the update button at the bottom of the list to delete the selected records.

Click <-prev or next-> in the footer to move backwards or forward a page. Enter a new value in the field label "page" to change the number of records per page.

Generate Coupons Tab
Coupon Prefix

A prefix that will be applied to all the generated coupon codes. It defaults to the promotion code and a dash.

Length

The length of the randomly generated part of the coupon code. Longer codes are harder for the customer to type, but offer more possible codes and are therefore harder to guess.

Number to Generate

The number of coupons that you would like to generate.

Bailout Threshold

Coupon codes are generated randomly, then checked against the database to be sure that the coupon code does not already exist. If it does exist, and new code is generated and checked. The bailout is the number of times the system will do that before giving up and returning an error.

Show Coupons Generated

If this is checked, you will be shown a list of the new coupon codes generated.

Screens Tab

Lists Screen records.

Click the [add] link on the right side of the header line to add a new record.

Click the [edit] link on the right side of a line to edit the record.

Check one or more boxes in the delete column on the left of the list and click the update button at the bottom of the list to delete the selected records.

Click <-prev or next-> in the footer to move backwards or forward a page. Enter a new value in the field label "page" to change the number of records per page.

Summary Screen Tab

View, add or edit Summary Screen record.

Header

text to be displayed at the top of the Summary Screen

None Message

Message to be displayed when there are no promotions displayed on the summary screen.

Footer

text to be displayed at the bottom of the Summary Screen

Promo List Screen Tab

View, add or edit Promotion Screen record.

Header

text to be displayed at the top of the Promotion Screen

None Message

Message to be displayed when the user has entered no codes.

Submit Button Type

Determines how the submit button will be displayed on the Promotion Screen

Submit Button Text

The text that will be displayed on the Submit Button, if it's a text style button.

Submit Button Image

The image to be displayed as the Submit Button, if it's an image style button.

Footer

text to be displayed at the bottom of the Promotion Screen

Offer Detail Screen Tab

View, add or edit Offer Screen record.

Header

The message to be displayed at the top of the Offer Screen

None Message

Message to be displayed when there are no such coupon or promo.

Footer

The message to be displayed at the bottom of the Offer Screen

Screen Tab

View, add or edit Screen record.

Screen Code

The Miva Merchant action code for the action you want to intercept to display this screen, or an arbitrary code to use. Interception occurs after the indicated action. This field is case sensitive, and Miva Merchant action must be in all caps, as shown below:

ALGI Affiliate Login
UAFL Affiliate Update
IAFL Affiliate Insert
AFPW Affiliate Email Lost Password
LOGN Customer Login
EMPW Customer Email Lost Password
UCST Customer Update
ICST Customer Insert
ADPR Add Product To Basket
AUPR Add Upsold Product To Basket
QNTY Update Quantity
RPRD Remove Product From Basket
ORDR Save Order Information
CTAX CalculateTax
SHIP Calculate Shipping
AUTH Authorize Payment
Name

The name of the screen, for your information only.

Header

The header for the screen. It appears before the line where the promotion code is entered.

Prompt

The prompt for the promotion code.

Submit Button Type

Determines how the submit button will be displayed on this Screen

Submit Button Text

The text that will be displayed on the Submit Button, if it's a text style button.

Submit Button Image

The image to be displayed as the Submit Button, if it's an image style button.

Request additional code if code entered

Check this box if you want the screen to redisplay when a promotion code is entered, allowing the customer to enter another code.

Display addition codes checkbox

Check this box if you want to display a checkbox asking the customer if they have another promotion code to enter.

If this box is checked, then "Request additional code if code entered" becomes the default value of this box.

The Label for above checkbox if shown

The text to appear after the above checkbox if it is displayed to the user.

Footer

The footer for the screen. It appears after the line where the promotion code is entered.

License Tab

Enter licensing information here. Please note that once you have entered your license information this tab will no longer be visible.

License

Enter the license number that you were issued when you purchased this software.

By checking the preceding box I state that I have read and agree to the End User License Agreement

Check this box if you have read and and agree to the EULA. You must agree to the EULA to use this software.