Admin panels › Marketing
Offers
One system for every kind of discount: sales, coupon codes, free shipping, buy one get one, gifts, tiers and bundles, built in a six-step editor that reads the deal back to you in plain English and lets you test it on a cart before it goes live. 11 parts.
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Where to find it:WP Admin › EasyCart › Marketing › Offers
Getting started
The overview and a new offer
What is running, and how a new deal is started.
The offers overview
What is live now, what is coming, and what it is costing you
no stored settingsThe overview answers the questions you actually have about discounting: what is running right now, what is scheduled, what is ending soon, and what it has been worth. Redemptions and discounts given over the last thirty days sit alongside the schedule, so the cost of a promotion is visible next to the promotion itself.
Offers carry a state. Draft is being written and invisible to shoppers, Live is running, Paused is configured but stopped, Expired has run its course and Archived is kept for the record. Offers can be activated, paused, archived, deleted or duplicated in bulk from the list, and duplicating always produces a draft so you cannot accidentally run two of the same thing.
One flag worth watching is live but never used. An offer that has been running for a fortnight with no redemptions is usually not being seen, and the overview points you at its display settings rather than leaving you to notice.
Starting a new offer
Pick a shape of deal, name it, and it opens in the editor
no stored settingsPress New offer and a panel asks what kind of deal you want to run. The eight starting points are Coupon Code, Percent-Off Sale, BOGO, Free Shipping Over…, Free Gift, Bundle Deal, Tiered Pricing and Mix & Match. They are templates, not types: each one pre-fills the editor, and everything can be changed afterwards.
The simple ones ask for just enough to go live from the panel: a name, the code or the percentage, an optional minimum order and an optional start and end. Tick Activate immediately and the offer is running the moment you press Create. The four marked advanced, which are the gift, bundle, tiered and mix and match deals, always start as drafts, because they need products chosen before they mean anything.
The name is customer-facing. It appears on badges and at checkout, so “Summer Sale” is a better name than “Q3 promo v2”.
The editor
Six sections, top to bottom
The editor numbers its sections and fills in a chip on each as you complete it. This is what each one asks, and why.
1. The deal
Seven shapes of discount, and the maths behind each one
no stored settingsThe first section is the discount itself. Seven cards set the shape, and the fields beneath change to suit the one you pick; a worked example under them shows what a sample cart would pay, so you can see a mistake in the numbers before a customer does.
Item discount takes money or a percentage off each matching item. Order discount takes it off the order total instead. Shipping deal makes shipping free or cheaper, and can be limited to particular rates or shipping zones; a free-shipping deal can also waive the handling fee and per-product shipping fees, which are otherwise still charged. Buy X get Y covers BOGO and multi-buy: the customer buys a quantity or spends an amount, and gets a number of items free, at a percentage off, an amount off or a fixed price. The buy and get items can come from one pool, which is classic BOGO, or two, where one set of products qualifies the deal and another receives it. It can repeat for every multiple, and you choose whether the cheapest or the most expensive matching item is the one discounted. Free gift adds one or more products to a qualifying cart at no charge, either automatically or by letting the shopper claim one from a panel at the top of the cart. Tiered pricing gives bigger discounts as quantity or spend rises, tier by tier, and warns you if the thresholds are out of order. Bundle / Mix & match sells any set number of the chosen products for one price, a percentage off each, or an amount off the set, repeating for every full set.
Behind the Advanced discount behavior fold are the settings that decide whether a deal is profitable: whether the discount is worked out from the regular price or the current price after sales, whether it also applies to items already on sale, a cap on the total discount an order can receive, and for buy X get Y and bundles, how many times the deal may apply in one order.
💡 Note: The advanced fold decides whether a discount is worked out from the regular price or the current price after sales. On a product already reduced, a 20% offer on the regular price can undercut the sale price, and one on the current price compounds it. Pick deliberately, and use the cap.
2. What it applies to
Storewide, or narrowed to products, categories and brands
no stored settingsEvery offer starts storewide. To narrow it, search for products, categories or manufacturers and add them to the Include list; the offer then applies only to items matching at least one of them. The Exclude list is the opposite and always wins, so you can put a whole category on offer and keep one product out of it. Each chip links to the product, category or manufacturer screen it came from.
For the deals that need products to exist before they work, this is the section that makes them real: a bundle is any X of the products chosen here, a two-pool buy X get Y takes its buy and get products from here, and a free gift qualifies against what is included here.
3. Who gets it & when
Nine audience conditions, a schedule and a weekly pattern
no stored settingsEveryone qualifies until you add a condition, and conditions combine, so a cart has to meet all of them. The nine are Minimum spend and Minimum quantity on the cart itself; First order only, Logged-in customers only and Returning customers, which asks for a number of previous orders; Specific customers, chosen by searching your accounts; Email domain, for a company or a school; and Lifetime spend and Order count, for rewarding your best customers.
The schedule sets when the offer starts and ends, to the minute, in the site’s time zone. Leave both empty and it runs until you pause it. Beneath that, the day pills restrict it to particular days of the week, for a Tuesday special or a weekend sale; leave them all off for every day.
The first-order and returning-customer conditions look at the account’s order history, so they only work for shoppers who are signed in. A guest is treated as a new customer every time.
💡 Note: Customer conditions such as first order, returning, lifetime spend and order count read the account’s history, so they apply only to signed-in shoppers. If guest checkout is on under Settings › Checkout, a guest looks like a first-time customer every visit.
4. How customers get it
Automatically, or with a code they type at checkout
no stored settingsAn automatic offer applies to every qualifying cart with nothing to type, which is right for a sale, free shipping over a threshold, or anything you are advertising on the site itself. A coupon code offer only applies once the shopper enters a code, which is what you want for an email campaign, a partner deal or anything you do not want every visitor to get.
A coupon offer can hold one shared code, or hundreds. Type a code and press Add, and each row in the table shows its own limit, how often it has been used and whether it is active; a code can be switched off without deleting it, and the table pages and searches once it grows. Bulk generate codes makes single-use codes from a prefix, a count and a random length, producing something like VIP-K7M2Q9, with a per-code limit that defaults to one use.
Codes must be unique across every offer, and the editor refuses one already in use elsewhere rather than creating two offers that fight over it. Unique generated codes are the right choice for anything sent by email: a shared code ends up on a voucher site within days, and a single-use code cannot.
💡 Note: Use unique generated codes for email campaigns. A single shared code will end up on a voucher site within days, and the per-customer limit is the only thing standing between you and unlimited redemptions.
5. Limits & stacking
What happens when two offers apply to the same cart
no stored settingsThis is the part that decides whether your discounting is profitable, and it is worth slowing down for.
Three limits sit at the top: total redemptions across the whole offer, per customer, and a priority, where a lower number is evaluated first when several offers are live. Zero means unlimited for the two counts.
Then the stacking choice. This offer wins alone is exclusive: when it applies, nothing else can. Stack together combines freely with every other live offer. Custom lets you say which kinds it will join, with separate switches for other item discounts, other order discounts and shipping offers, so a sale can allow free shipping on top of it without also allowing a second sale.
The fold at the bottom, Check how this offer stacks with other live offers, lists every live offer with a verdict on whether the two can land on the same cart. It reads the last saved settings, so save first and then open it.
⚠️ Careful: Stacking is where discounting goes wrong. An offer that stacks with everything and also applies to items already on sale can take a cart below cost. Set a discount cap and a minimum spend, and open the stacking check before going live.
6. How it looks in the store
The label, the badge, the callout, the countdown and progress messages
no stored settingsAn offer nobody notices does not work, so the last section covers presentation.
The customer-facing label is what shoppers see on cart lines and receipts, and it is translatable in the language editor, so it should be a name they recognise rather than an internal campaign code. A badge can be shown on the images of qualifying products, with your own text, colour and shape: rounded, pill, square or ribbon. A product page callout is a line of text on qualifying product pages, along the lines of “Buy 2, get 1 free this week!”.
Two switches add urgency honestly. The countdown appears only when the offer is genuinely ending soon, and progress messaging tells a shopper in the cart how close they are, as in “Spend $12 more…”. For a free-shipping threshold the progress message is the single most effective thing on this page.
Each offer promotes itself. A badge or callout set on one offer does nothing for another, and both render only for automatic offers: a coupon-code offer is promoted wherever you share the code and appears in the cart once it is applied.
💡 Note: The customer-facing label shows on cart lines and receipts and is translatable in Settings › Language. Give it a name a shopper would recognise, not an internal campaign code.
Checking your work
The preview rail and the lifecycle
Reading the offer back, testing it on a cart, switching it on, and seeing what it did.
The plain-English panel
The offer read back to you, a badge preview and a test cart
no stored settingsThe column on the right restates the offer as you build it. The top card, This offer, in plain English, turns the six sections into one sentence: what is given, on which products, under what conditions, automatically or with a code, and for how long. Each part of the sentence is highlighted while you edit the section it describes, and anything you have not filled in yet shows as a gap. If the sentence does not say what you meant, the offer will not do what you meant.
The storefront badge card previews the badge and callout on a sample product. Beneath it a note says when the offer will not be promoted on product pages at all: because it is a coupon-code offer, or because no badge or callout has been set.
Try it on a cart is a simulator. Add products, tick whether the customer entered a code, set a shipping cost for a shipping deal, and it shows the cart with the offer applied, line by line. It runs against your unsaved changes, so you can try a setting before committing to it. The status card at the bottom says whether the offer is live, when it ends and how many redemptions remain.
💡 Note: The simulator runs against what is on screen, saved or not, so it is the place to try a change. The stacking check in section 5 is the opposite: it reads saved settings, so save before you open it.
Draft, live, paused and performance
Saving, switching an offer on and off, and seeing what it did
no stored settingsThe status control in the header switches an offer between Draft, Paused and Live. A draft is hidden while you build it and a banner reminds you so; paused keeps every setting but stops the offer running. Nothing takes effect until you press Save Changes in the bar that appears at the foot of the page whenever something is unsaved, and Discard puts it all back.
The menu beside the status control duplicates, archives or deletes the offer. Duplicate always makes a draft. Archive keeps the offer and its history but takes it out of the way; delete is for offers that were never used.
Once an offer has run, the Performance panel at the bottom of the editor shows redemptions, the total discount given, the revenue on orders that used it, and a bar per day, so you can tell a promotion that drove sales from one that merely gave money away.
Moving across
The old system
Legacy coupons and promotions, and the tool that converts them.
Legacy coupons and promotions
The old system, and moving off it
no stored settingsCoupons and promotions were previously two separate systems. Both still work, and existing ones keep running, but new work should go into offers.
A review and convert tool moves them across, either one at a time or with convert all, and it is careful about it. Items with redemption history are archived rather than destroyed, anything with a configuration it cannot interpret is left alone and reported, and a converted item can be restored to its legacy version if the conversion was not what you wanted.
Convert all works through the queue in batches and tells you how many remain, so a large migration is run repeatedly rather than in one risky pass. The classic screens remain reachable for as long as you need them.
💡 Note: Converting keeps your history: anything with redemptions is archived rather than deleted, and a converted item can be restored to its legacy form if you change your mind.
Keep going
Related panels
Gift cards, which are stored value rather than a discount.
Links that pre-fill a cart, often paired with an offer.
Recovery emails, which can carry a discount code.
The offers that apply to a single product, from its own screen.
Showing promotion and coupon savings on each line.
The rates and zones a shipping deal can be limited to.
The discount figure these offers produce.
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