What Is a Promotion in Okya?
A promotion in Okya is a tool that provides a discount, reward, or incentive to customers based on predefined conditions that businesses can use to offer discounts, incentives, or special deals to their customers.
Understanding the Anatomy of Promotions in Okya
The anatomy of a promotion in Okya:
Element | Description |
Promotion Details | Contains key settings like name, description, start/end dates, and store eligibility. |
Promotion Rules | Defines the conditions that must be met for a promotion to apply. |
Promotion Actions | Specify what happens when a rule is met (e.g., discount, free product). |
Promotion Details: Elements & Descriptions
Some fields will be required, while others will be optional, input the optional fields as needed. To fully understand Promotions, we need to define the elements of the Promotion Details page further:
Element | Description |
Name (required) | The title of the promotion appears internally and externally to customers. |
Activation Type (required) | Determines how the promotion is applied to customer orders.
There are two Activation Types: 1. Voucher Code: Customers must enter a specific promo code at checkout to redeem the promotion. 2. Automatic to All Orders: The discount applies automatically when the order meets the promotion's conditions—no code is required. |
Description | A brief explanation of the promotion that customers will see. |
Usage limit | Defines how many times the promotion can be used. The usage limit is the total redemptions for the promotion. If the usage limit is set to 0, it means there is no limit on how many times the promotion can be redeemed. 1. 1000 customers redeem 1 time each to complete the promotion. 2. 1 customer redeems 1000 times to complete the promotion. 3. 250 customers redeem 4 times each to complete the promotion. |
Starts at | The date and time when the promotion becomes active. If left blank, the promotion starts immediately once created. |
Ends at | The date and time when the promotion expires. If left blank, the promotion will continue indefinitely until it is manually stopped. |
Promotion Details page setup example:
Promotion Rules: Rule Types & Descriptions
To fully understand Promotions, we need to define the elements of Promotion Rules page further:
Promotion Rule Types | Description & Example Use Case |
User(s) | The promotion applies only to specific users.
Example Use Case: Reward specific customers with personalized discounts. |
Product Variant(s) | The promotion applies only to specific product variant(s), such as size, type, or customization.
Product Variant IDs: Select variant(s) to apply the rule.
Match Policy: determines how promotion rules apply based on product variant conditions. There are two options for variant conditions: 1. Any = Promo applies if any product variant(s) matches. 2. All = Promo only applies if all product variant(s) matches.
Example Use Case: Give all customers who order a Large Pepperoni Pizza a $5 discount. |
Store(s)
| The promotion applies only when an order is placed at a specific store location.
Example Use Case: Order from the store "Southkey Mall Level 3" and get a free Sprite. |
Taxon(s) | The promotion applies only to products within specific taxon(s) (category).
Taxon ID(s): Choose taxon id(s) to apply the rule.
Match Policy: determines how promotion rules apply based on taxon conditions. There are two options for taxon conditions: 1. Any = Promo applies if any taxon id(s) match. 2. All = Promo only applies if all taxon id(s) match.
Example Use Case: Give 20% off all items in the Wings & Pizza taxons (categories). |
Order Total | The promotion applies only if the total order value reaches or exceeds a specified amount.
|
Minimum Quantity | The promotion applies when a customer purchases a minimum quantity of a specific product. Example Use Case: Buy 3 Burgers, Get 1 Free. |
Philippines Senior Citizen / Person with Disability | The promotion applies only to eligible senior citizens or customers with disabilities. Example Use Case: "Seniors and customers with disabilities get 20% off all orders." |
Promotion Rules page setup example:
Promotion Actions: Action Types & Descriptions
To fully understand Promotions, we need to define the elements of the Promotion Actions page further:
Promotion Action Type(s) | Description & Example Use Case |
Free Shipping
| Removes delivery/shipping fees from the order, making delivery free for the customer.
|
Order Adjustment
| Applies a discount to the entire order based on a percentage or fixed amount.
Calculator Info Types: determine how a discount is applied to an order. There are two options for calculator types: 1. Flat Rate: Deducts a fixed amount from the total order price. 2. Percent Per Total: Deducts a percentage of the total order value as a discount.
1. Flat Rate: "Get $4 off your total order when you spend $50 or more." 2. Percent Per Total: "Get 10% off your entire order when you spend $50 or more." |
Per Line Item Adjustment
| Applies a discount per item rather than the total order, adjusting the price of each qualifying item individually.
1. Flat Rate: Applies a fixed discount to the price of a specific item. 2. Percent Per Total: Applies a percentage-based discount to a specific item. Example Use Case(s): - Flat Rate: "Get $1.50 off each burger in your order." - Percent Per Total: "Get 15% off each Large Pizza in your order." |
Philippines -Senior Citizen / Person w/ Disability Order Adjustment
| Applies a required discount for eligible senior citizens or persons with disabilities in the Philippines, reducing the total order price.
|
Philippines -Senior Citizen / Person w/ Disability VAT Adjustment
| Adjusts VAT (Value Added Tax) for eligible senior citizens or persons with disabilities in the Philippines, ensuring compliance with local regulations.
|
Create Order Line Item
| Adds a free product(s) to the cart when a promotion is triggered.
|
Promotion Actions page setup example:
Common Promotion Types
Okya supports a variety of promotion types, here are some of the most common:
Promotion Type(s) | Description |
Free Shipping | Removes shipping/delivery fees from the order, making delivery free for the customer. |
Voucher Codes | A unique voucher code customers must enter at checkout to receive a discount or special offer. |
Automatic Discounts | A promotion is applied automatically at checkout without requiring a coupon code. |
Conditional Offers | A discount or reward that applies only when specific conditions are met, such as a spending threshold or minimum quantity purchase. |
Store-Specific Promotions | A discount or deal is available only at certain store locations. |
Bundle Discounts | A promotion where customers receive a discount when purchasing multiple related products together. |
Promotions With Expiration Dates | The date when a promotion becomes invalid and can no longer be used. |
Promotion Layering | Promotion layering enables businesses to set multiple promotion rules and promotion actions that customers must satisfy to receive a discount or offer. This means a promotion can require customers to meet multiple conditions—such as spending a minimum amount and purchasing from a specific category—before the discount is applied. |
Targeted Promotions | Special offers are directed at a specific customer such as high-spending users. |
Usage Limit Promotions | Set a maximum number of times a promotion can be redeemed overall. If the usage limit is set to 0, it means there is no limit on how many times the promotion can be redeemed. |
How to Set Up a New Promotion
To create Promotions in Okya, click the "Promotions" button. The next page will be the Promotions page.
The Promotion page shows all promotions created. To create a new promotion click the "New Promotions" button. The next page will be the Create a New Promotion page.
Create a New Promotion Page
The Create a New Promotion page shows all the information to create a new promotion. Some fields are mandatory and some are optional, fill in the necessary information.
To create a promotion successfully, we must fill in the mandatory fields, input the optional fields as needed, and then click the "Save" button.
After creating the new promotion you'll be redirected to the Promotions page. Find and click the Promotion you created, this will take you to the Edit Promotion page that will allow you to set specific Promotion Details, Rules, and Actions.
How to Set Promotion Details
The "Promotion Details" tab was completed when we created the new promotion. To edit click the "Promotion Details" tab, set desired promotion details.
How to Set Promotion Rules
Next click the "Promotion Rules" tab then click the "New Promotion Rule" button to create new rule(s).
Input desired "Promotion Rules"
How to Set Promotion Actions
Next click the "Promotion Actions" tab then click the "New Promotion Action" button to create new action(s).
Input desired "Promotion Actions"
Examples of How Promotions Are Used in Okya:
Simple Promotion Rules in Okya
Promotions in Okya can be tailored for a wide range of use cases, including:
Voucher Code Discounts – "Slice Saver - 10% Off Your Next Pizza Order"
Promotion Description: Encourage repeat customers by offering a discount through a unique promo code. The code is applied at checkout for instant savings.
Customer Messaging: "Use code PIZZA10 for 10% off your next pizza order. The offer starts January 30th and runs through February 8th."
User Experience:
Customers receive the promo code via email, SMS, etc.
At checkout, they enter the code in the designated field.
The discount is applied to their order total.
The promotion is only valid from January 30th to February 8th, ensuring a sense of urgency for customers to take advantage of the deal.
Steps to setup this use case:
Promotion Details Tab
Promotion Rules Tab
Promotion Actions Tab
Order Total Discounts – "Weekend Bonanza - $3 Off Orders Over $25"
Promotion Description: Boost sales by applying a $3 discount to all orders over $25 for a limited time. No code is required, making it easy for customers to use.
Customer Messaging: "Enjoy $3 off your order when you spend $25 or more! This offer is automatically applied at checkout and is valid this weekend only (1/31 - 2/2)!"
User Experience:
Customers see the promotion automatically applied at checkout if their order meets the $25 minimum spend requirement.
The promotion automatically expires after February 2nd, ensuring it is time-limited and creating urgency.
Steps to setup this use case:
Promotion Details Tab
Promotion Rules Tab
Promotion Actions Tab
Targeted User(s) Discounts – "Free Delivery on Your Next Order"
Promotion Description: Reward specific customers with personalized discounts, in this example, free delivery.
Customer Messaging: Enjoy a free delivery on us! This exclusive offer is automatically applied at checkout for selected users.
User Experience:
Eligible users receive a notification via email, SMS, or app informing them of the free delivery promotion.
The free delivery discount is automatically available in their account and will be applied on their next order.
When they log in and place an order, the delivery fee is waived at checkout without requiring a promo code.
Because the "Ends at" Date isn't input, the promotion is available until it is redeemed once, ensuring it applies only to the user’s next order.
Steps to setup this use case:
Promotion Details Tab
Promotion Rules Tab
Promotion Actions Tab
Product Variant Discounts – "Fabulous February - $5 Off Large Pepperoni Pizzas All Month"
Promotion Description: Create promotions for specific product options, such as sizes, types, or customizations. In this example, we provide $5 discount on the product variant "Large Pepperoni Pizza" for the month of February.
Customer Messaging: Get $5 off a Large Pepperoni Pizza! This offer is automatically applied at checkout. Valid from 2/1 - 2/28!
User Experience:
Messaging informs users about the discounted price and promotion period (2/1 - 2/29).
Customers see the discounted price after selecting the Large Pepperoni Pizza.
The promotion is highlighted at the checkout page.
The discount is applied automatically when choosing the eligible Product Variant "Large Pepperoni Pizza".
Steps to setup this use case:
Promotion Details Tab
Promotion Rules Tab
Promotion Actions Tab
Specific Stores Discounts – "Free Sprite with Any Order at Southkey Mall"
Promotion Description: Run location-based promotions to drive traffic to certain stores.
Customer Messaging: Order from Southkey Mall and receive a free sprite! No code needed – discount applies automatically at checkout.
User Experience:
The promotion is displayed when users browse the menu of the participating store.
Users must order from the specific store to qualify.
The discount or free item is automatically added at checkout.
The promotion is only valid when ordering from Southkey Mall, ensuring store-specific engagement.
Steps to setup this use case:
Promotion Details Tab
Promotion Rules Tab
Promotion Actions Tab
Taxons (Category) Discounts: 20% Off All Pizzas & Pastas (Max 3 Redemptions)
Promotion Description: Apply promotions to specific categories or groups of products to encourage purchases.
Customer Messaging: Enjoy 20% off all Pizzas and Pastas! This offer can be redeemed up to 3 times per customer.
User Experience:
The promotion is displayed when users browse the eligible categories (Pizzas and Pastas).
Users can add discounted items to their cart without entering a promo code.
The discount is applied automatically at checkout when ordering from the eligible categories.
The promotion is only valid on Pizza and Pasta menu items, ensuring category-specific engagement.
Steps to setup this use case:
Promotion Details Tab
Promotion Rules Tab
Promotion Actions Tab
Order Totals Discounts: "Spend $50 or More, Get 10% Off"
Promotion Description: Encourage larger orders by applying a discount when the total order value reaches a specified amount.
Customer Messaging: Spend $50 or more and get 10% off!
User Experience:
Users are notified about the discount via marketing.
If their order total is below $50, they may see a prompt encouraging them to add more items to qualify.
Once their order reaches $50 or more, the discount is automatically applied at checkout.
The promotion is only valid for orders totaling $50 or more, ensuring it incentivizes larger purchases.
Steps to setup this use case:
Promotion Details Tab
Promotion Rules Tab
Promotion Actions Tab
Minimum Quantity Discounts: "Buy Any 3 Menu Items, Get 10% off"
Promotion Description: Encourage bulk purchases by offering a percentage discount when users buy a minimum quantity of any menu items.
Customer Messaging: Buy any 3 menu items and get 10% off! No code needed—discount applies automatically at checkout.
User Experience:
Users see the promotion displayed when browsing the menu.
If they have fewer than 3 items in their cart, they may see a message prompting them to add more to qualify.
Once the user adds 3 menu items, a 10% discount is automatically applied at checkout.
The promotion only applies when 3 or more menu items are purchased, ensuring it incentivizes larger orders.
Steps to setup this use case:
Promotion Details Tab
Promotion Rules Tab
Promotion Actions Tab
Senior Citizens/People with Disabilities Discounts: "20% Off for Senior Citizens"
Promotion Description: Offer special discounts to senior citizens with verified government ID.
Customer Messaging: Senior citizens get 20% off their order! No code needed—discount applies automatically at checkout.
User Experience:
Eligible users must verify their senior citizen status (e.g., confirming at checkout or through account settings).
Once verified, the 20% discount is applied automatically at checkout on eligible orders.
A banner or special category section may highlight the promotion for visibility.
The promotion only applies to verified senior citizens, ensuring targeted eligibility.
Steps to setup this use case:
Promotion Details Tab
Promotion Rules Tab
Promotion Actions Tab
Layered Promotion Rules in Okya
In Okya, you can combine multiple promotional rules to create highly targeted and customized offers. By layering rules, you can ensure your promotions are more dynamic and aligned with your business goals, targeting specific customer behaviors, products, or scenarios.
Benefits of Layering Promotional Rules:
Precision Targeting: Reach specific customer groups or encourage certain behaviors.
Increased Revenue: Incentivize customers to spend more or add extra items to their cart.
Flexibility: Customize promotions for different products, locations, or customer types.
Layering rules allows you to craft creative, impactful promotions that drive sales while aligning with your business objectives.
Examples of Layered Promotional Rules:
1. Voucher Code + Minimum Order Total: "Use code SAVE20 to get 20% off when you spend $50 or more!"
Promotion Description: Require customers to enter a voucher code to unlock a discount, but only if their order meets a specified minimum amount.
Customer Messaging: Use code SAVE20 to get 20% off when you spend $50 or more! Enter the code at checkout to apply the discount.
User Experience:
Customers must enter the voucher code "SAVE20" at checkout.
Once their order reaches $50 or more and the code is entered, a 20% discount is applied automatically.
The promotion only applies when both conditions are met, ensuring a layered discount strategy.
Steps to setup this use case:
Promotion Details Tab
Promotion Rules Tab
Promotion Actions Tab
2. Product Variant + Store-Specific Rule: "Get $5 off a Large Spirit of Detroit Pizza All of February at Southkey Mall!
Promotion Description: Offer discounts on specific product variants, but only at a designated store location.
Customer Messaging: Get $5 off a Large Spirit of Detroit Pizza at Southkey Mall! This exclusive discount is only available at Southkey Mall, applies automatically at checkout, and is valid throughout February.
User Experience:
The promotion is only visible when customers browse Southkey Mall’s menu.
Users must select the Large Spirit of Detroit Pizza to qualify for the discount.
Once the Large Spirit of Detroit Pizza is added to the cart, the $5 discount is applied automatically.
The promotion only applies the month of February at Southkey Mall and does not apply at other locations or to other pizza sizes, ensuring store-specific engagement.
Steps to setup this use case:
Promotion Details Tab
Promotion Rules Tab
Promotion Actions Tab
3. Taxon + Minimum Quantity: "Buy 3 or more pasta dishes and get 10% off!"
Promotion Description: Provide a discount when customers buy a minimum number of items from a specific product category.
Customer Messaging: Buy 3 or more pasta dishes and get 10% off! No code needed—discount applies automatically at checkout.
User Experience:
Once the user adds 3 or more pasta dishes, a 10% discount is applied automatically at checkout.
The promotion only applies to the "Pasta Dishes" Taxon (category) and requires at least 3 items, ensuring it encourages bulk purchases.
Steps to setup this use case:
Promotion Details Tab
Promotion Rules Tab
Promotion Actions Tab
4. Senior Citizens + Minimum Quantity + Store-Specific Rule: "Senior Special: Buy 2 pizzas or 2 pastas or 1 pizza & 1 pasta from Southkey Mall and Receive 2 Free Coca-Colas!"
Promotion Description: Reward senior citizens with 2 free Coca-Colas when they purchase 2 pizzas or 2 pastas or 1 pizza & 1 pasta, exclusively at Southkey Mall.
Customer Messaging: Senior Special: Buy 2 pizzas or 2 pastas or 1 pizza & 1 pasta from Southkey Mall and Receive 2 Free Coca-Colas! No code needed—discount applies automatically at checkout.
User Experience:
The promotion is only available when browsing Southkey Mall’s menu.
Eligible senior citizens must verify their status (e.g., through account settings or at checkout).
Once the user adds 2 pizzas or 2 pastas or 1 pizza & 1 pasta, 2 free Coca-Colas are automatically added to the cart at checkout.
The promotion only applies when ordering from Southkey Mall, requires at least 2 qualifying items, and is exclusive to verified senior citizens, ensuring targeted eligibility.
Steps to set up this use case:
Promotion Details Tab
Promotion Rules Tab: This example is more complex and requires the setup of 3 Promotion Rules - Taxon, Minimum Quantity, and Store. The Promotion Rules tab should appear the same as the screenshot below after you input all three rules for the following elements: Taxon, Minimum Quantity, and Store.
1. How to set up the "Store(s)" Promotion Rule.
2. How to set up the "Minimum Quantity" Promotion Rule.
3. How to set up the "Taxon" Promotion Rule.
Promotion Actions Tab
