Once you have installed and activated the plugin, you can start creating your discount rules from the YITH > Dynamic Pricing and Discounts > Dynamic rules section by clicking on Create rule.
Now, you can choose to create a rule from scratch or start from one of the available templates.
After creating the rules, they will all be displayed in Dynamic rules where you can enable or disable, edit, duplicate or delete each rule, search for specific discount rules, and filter them by type and/or status.
If you need to add the same rule several times, without having to edit a new rule every time, you can easily duplicate the already-created rules. After clicking on ‘Duplicate’, the rule edit page will automatically open. Here you can change the title if you want to, and save the duplicated rule.
For detailed information about the configuration of the different discount rules on products, visit the pages specified below:
The quantity discount allows you to create volume pricing and offer a discount based on the quantity selected.
Please, note: only one quantity discount per product can be applied at the same time
To create a new rule, go to the tab Dynamic Rules, click on the + Add rule button and select the Qty discount template or click on Set a quantity discount.
Now, enter a name for this rule in order to easily identify it among those you will create, and give it a priority. To learn more about rule priorities, please go to this page.
Let’s now analyze the other options available for this rule type.
Create a quantity rule for the purchase of: choose if you want to create this rule for all products, specific products, or products of specific categories/tags.
All products
Specific products
Specific product categories
Specific product tags Except for Specific products option, you will be able to exclude some products through the following options.
Exclude products from this rule: enable if you want to exclude specific products from the rule and choose from:
Specific products
Specific product categories
Specific product tags
Rule configuration
Create Qty/Price table with: you can choose to configure the quantity and discount (% discount, price discount or fixed price) with intervals of units or fixed units.
Intervals of units
Fixed units
Quantity rule will check: use this option to control how the quantity of selected items will be counted.
Item quantity in cart line: regardless if there are variable products or not in the cart. If your rule is set to offer a 50% discount from the 10th item, it will check the quantity of every line in the cart. In the following screenshot, you see a 50% discount for those lines with more than 10 items, but full price for those with fewer items.
Single product quantity in cart – variations NOT counted: this option allows you to check product quantity for variable products and count all its variations as one product. For example, if you offer 50% off 10 or more items and the user adds 4 times size M and 7 times size L of the same product, the total quantity for this product would be 11, so the discount applies.
Single product quantity in cart – variations counted: this option allows you to check product quantity for variable products and count each variation as a separate product. For example, if you offer 50% off 10 or more items and the user adds 4 times size M and 7 times size L of the same product, the quantity of each variation does not reach 10, so no discount applies.
Total number of products in cart: For example, if you offer 50% off 10 or more items and the user adds 4 of product A, 3 of product B and 8 of product C, the total quantity in cart is 15, so the discount applies.
Apply discount to a different product or category: enable if you want to apply a discount for other products rather than for the products selected for this quantity rule. For example: if a customer purchases 100 business cards (product A), they can get a 10% discount on flyers (product B).
If you enable this option and if the rule conditions previously set are met, the discount will apply to what you choose from:
All products (including those that you’ve selected above as a condition)
Specific products
Specific product categories
Specific product tags
You can further restrict the products on which the discount applies by using the Exclude products option.
If you want to apply the discount to the same products that you choose above, then, leave this option disabled.
Rule application
Apply discount to: choose whether to apply the rule to all users or specific users or user roles. You can further exclude specific users or user roles from this rule.
You can also decide whether to schedule the rule through the dedicated option.
Schedule discount: choose whether to schedule the rule or activate/deactivate it manually.
Disable rule when: through this option, you can choose not to apply the discount to on-sale products and/or when a coupon code is used.
Disable other rules with lower priority: enable this option if you want to disable other rules with lower priority applied to the same products.
Customization
Show discount in loop: enable if you want to show the discounted price (based on the current rule) in the loop, so on the Shop page, category pages and tag pages.
Show quantity & prices in a table: enable if you want to show the quantity and prices in a table on the product pages.
Table style: if you enable the above option, you can choose between the classic and boxed style. Below an example of how these look like.
If you can’t see the quantity-price table on the products where this rule applies, please, make sure you have enabled the global option Show quantity tables from YITH > Dynamic Pricing > “Quantitytable“. From there, you can also manage other options related to the quantity table and what you want to show.
Finally, you can set up some additional notes on the products with the quantity rule active and/or products where the rule applies (only appears if the Apply discount to a different product or category has been enabled).
Example on frontend
If the messages do not show up, make sure you enable “messages” on a global level from Settings > Product page settings. There you can also choose the position of these messages on the product page on a global level.
Quantity discounts are very popular and a good strategy to incentivize customers to buy more when you have a high stock of some products or edible products with a sell-by date to sell out, just to give some examples.
To create our rule, we have selected the Qty discount template, and then chosen the product(s), quantity ranges, and prices for the discount as in the screenshot below.
Then, we have enabled the quantity & price table to show up on this product as well as the discounted price in the loop by enabling the following options.
If the quantity table does not show up or you want it to have a different style, make sure the global option Show quantity tables has been enabled from the Quantity table settings and the layout and labels are set to your liking.
Quantity table global options in “General settings”
We have also enabled the option to make sure that this quantity discount cannot be combined with other active discounts.
We have set up a custom message to show on the product page and an additional message for higher quantities that will show below the table.
And that’s it!
Leave all the other options unchanged or refer to this page for more details about all the other settings (scheduling, excluded products, restrictions by role, combination with other discounts, etc.).
The discount type Special Offer allows you to create discounts on a certain quantity of a product, based on the quantity selected in the cart.
To create a new rule, go to the tab Dynamic Rules, click on the + Add rule button and select one of the available templates (3×2, 2×1, etc.) or click on Create a special offer.
Now, enter a name for this rule in order to easily identify it among those you will create, and give it a priority. To learn more about rule priorities, please go to this page.
Let’s now analyze the other options available for this rule type:
Create a special offer for the purchase of: choose if you want to create this rule for all products, specific products, or products of specific categories/tags.
All products
Specific products
Specific product categories
Specific product tags Except for Specific products option, you will be able to exclude some products through the following options.
Exclude products from this rule: enable if you want to exclude specific products from the rule and choose from:
Specific products
Specific product categories
Specific product tags
Rule configuration
Set the offer rules: set the number of products that have to be in the cart and how many products will get a discount (percent or fixed discount) or get a fixed price.
Repeat: enable this option to repeat the rule. For example, if you offer a 50% discount when purchasing a second product, if the user purchases four products, the rule is applied twice and the user gets a 50% discount on two of the four purchased products.
Set offer based on: use this option to control how the quantity of selected items will be counted:
Item quantityin cart line: regardless if there are variable products or not in the cart. If your rule is set to offer a 50% discount from the 10th item, it will check the quantity of every line in the cart. In the following screenshot, you see a 30% discount for those lines with more than 10 items, but full price for those with fewer items.
Single product quantity in cart – variations NOT counted: this option allows you to check product quantity for variable products and count all its variations as one product. For example, if you offer 50% off on 10 or more items and the user adds 4 times size M and 7 times size L of the same product, the total quantity for this product would be 11, so the discount applies.
Single product quantity in cart – variations counted: this option allows you to check product quantity for variable products and count each variation as a separate product. For example, if you offer 50% off on 10 or more items and the user adds 4 times size M and 7 times size L of the same product, the quantity of each variation does not reach 10, so no discount applies.
Total number of products in cart: for example, if you offer 50% off on 10 or more items and the user adds 4 of product A, 3 of product B and 8 of product C, the total quantity in the cart is 15, so the discount applies.
Apply discount to a different product or category: enable if you want to apply a discount for other products rather than for the products selected for this quantity rule. For example: if a customer purchases 100 business cards (product A), they can get a 10% discount on flyers (product B).
If you enable this option and if the rule conditions previously set are met, the discount will apply to what you choose from:
All products (including those that you’ve selected above as a condition)
Specific products
Specific product categories
Specific product tags
You can further restrict the products on which the discount applies by using the Exclude products option.
If you want to apply the discount to the same products that you choose above, then, leave this option disabled.
Rule application
Apply discount to: choose whether to apply the rule to all users or specific users or user roles. You can further exclude specific users or user roles from this rule.
You can also decide whether to schedule the rule through the dedicated option.
Schedule offer: choose whether to schedule the rule or activate/deactivate it manually.
Disable rule when: through this option, you can choose not to apply the discount to on-sale products and/or when a coupon code is used.
Disable other rules with lower priority: enable if you want to disable other rules with lower priority applied to the same products.
Customization
Promote offer in modal window: this is a conditional option available only if you have enabled Apply discount to a different product or category. It allows you to to promote the offer in a modal window and set up a custom text using the placeholder {{total_to_add}}.
Once enabled, the user will be able to add the product(s) related to this offer directly to the cart, from the modal window.
If the rule condition lets the user choose the quantity for the product, you will also be able to see a + button that will be automatically disabled when the required quantity is reached.
Also, variable products are supported in this special condition.
Please, note: this modal window will only show up if the product is added to the cart from the product page. If you add the product from other pages (for example, the shop page) the popup will not show.
Finally, you can set up some additional notes on the products with the quantity rule active and/or products where the rule applies (only appears if the Apply discount to a different product or category has been enabled).
Example on frontend
If the messages do not show up, make sure you enable “messages” on a global level from Settings > Product page settings. There you can also choose the position of these messages on the product page on a global level.
Do you want to offer conditional offers so that only if a certain product is purchased, another one can be given for free? Well, then, this is the rule you were looking for! Let’s see how to set it up.
In our example, we want to offer “Travel accessories” for free if the user buys the “Modern Suitcase”.
This rule is very similar to BOGO offers for the settings, but the discount applies to a different product of your choice instead of the same product.
First of all, we have created a new rule as Special offer.
Then, we made sure to select the condition, so that the “Modern Suitcase” product is selected in Create a special offer for the purchase of and we set the offer rule as buy 1 get 1 with 100% discount.
The Repeat option is OFF because we want to give only 1 set of travel accessories per customer, no matter how many suitcases they buy. You can enable this option if you want that for every suitcase, customers can have 1 travel set for free.
Then, we kept Item quantity in cart line selected so the quantity is calculated for that product only. It does not make any difference if you choose this or another option as long as the conditional product is just one. If the conditional products are more than one, then, refer to this page for a deeper understanding of this option.
Now, to make sure that the discount is applied to a different product, we have enabled the option Apply discount to a different product or category and selected the “Travel accessories” product.
We have chosen to apply the rule to all users. Optionally, you can also schedule the offer and combine it with other discounts or not.
Finally, we have added some custom messages to show on the pages of both products involved in the offer, so:
1. the conditional product, that is the Suitcase
2. and the discounted product, that is the travel set.
Please, note that this second box appears because you have enabled the option Apply discount to a different product or category. If you are setting up a BOGO offer (so discount on the same product), you will not see the second box, as there’s no point in showing it.
Here you can see how the custom messages show on the pages of both products.
Since this is a Special offer rule, it will be highlighted with a custom text (the rule title) on both the Cart and the Checkout page.
One of the most common promotions is the Buy 2 get 1 free (also called 3 for 2 offers), thanks to which customers can get three items of the same product and only pay for two of them. Let’s see how to configure a 3 for 2 offer on the product “Lemon skin care – cream”.
First of all, create a new rule as Special offer and make it valid for one specific product “Lemon skin care – cream” as shown below:
The Repeat option is on because the discount will apply to every 3 Lemon skin products purchased. So, if you buy 6, you will only pay for 4, and so on.
Let’s also set the quantity as based on the number of products in cart, meaning the plugin will check the total quantity of the “Lemon skin” in the cart to apply the discount.
Keep the option Apply discount to a different product or category off to make sure the discount will only apply to the same product that was selected above.
Now, make sure that this rule is valid for every user (or change the option if you want to restrict it to specific users or roles), keeping every other option disabled except for Disable other rules with lower priority, so that if more than one discount applies to “Lemon skin” and you’ve set up high priority to this rule, only this rule will apply.
Finally, you can add some custom text that will show up on the product page, so you can better promote this product.
If the messages do not show up, just make sure you’ve enabled messages on a global level from Settings > Product page settings, where you can also set the position of the message (please, consider it’s for ALL messages) to Before “Add to cart” button.
When you create a special offer, you will be able to show the rule title both in Cart and Checkout to highlight the type of discount the customer is getting.
You might want to offer a discount on a specific product variation. Thanks to the support for variable products, this can be easily achieved.
Let’s see an example where we want to offer a 50% discount on a specific size (Small) when the users purchase size Medium or Large of the product Blue man t-shirt.
First of all, we create a new rule as a Special offer.
Then, we create the condition by selecting the product variations that will trigger the discount, Blue man t-shirt Large and Blue man t-shirt Medium.
Now, we set how the discount rule will work by defining the number of products that has to be purchased (in this case 1), the number of products that will be discounted (in this case 1) and the related percentage discount (in this case 50%).
Since we want to offer a 50% discount on the size Small, we enable the option Apply discount to a different product or category, select Specific products, and add Blue man t-shirt – Small to the dedicated field.
We prefer to show the offer in a modal window, so we enable the option, set a custom message and save the rule.
The rule is now active and when users add the Blue man t-shirt to the cart after selecting the size Medium or Large, they will be able to add also the Small size with the 50% discount applied.
The Gift products feature allows you to offer some products for free and let the customer pick them from a popup when they add one or more specific items to the cart.
To create a new rule, go to the tab Dynamic Rules, click on the + Add rule button and select the Free gift on cart template or click on Gift products.
Now, enter a name for this rule in order to easily identify it among those you will create, and give it a priority. To learn more about rule priorities, please go to this page.
Let’s now analyze the other options available for this rule type:
Offer gifts if user buys: choose if you want to create this rule for all products, specific products, or products of specific categories/tags.
All products
Specific products
Specific product categories
Specific product tags Except for Specific products option, you will be able to exclude some products through the following options.
Rule configuration
Choose which products to offer as a gift: select the product/s that you want to offer as a gift in the cart.
Add the gift product automatically: this option allows adding the gift product automatically to the cart. It only shows if you want to offer one single product as a gift and works only with simple products. If you want to offer as a gift a variable product or a specific product variation, the users will have to add it to the cart through the popup.
How many gift products the user can select?: define the number of gift products a user can choose.
select the condition to offer the gift:
In cart there is a minimum number of items: by choosing this option, you will need to define the value after selecting is greater than, is less than, is equal to, or is not equal to.
In cart there are items for a minimum subtotal: by choosing this option, you will need to define the minimum subtotal value in the related field.
Rule application
Offer gift products to: choose whether to apply the rule to all users or specific users or user roles. You can further exclude specific users or user roles from this rule.
You can also decide whether to schedule the rule through the dedicated option.
Schedule offer: choose whether to schedule the rule or activate/deactivate it manually.
Enable the rule now and end it manually
Schedule a start and end time
Disable rule when: through this option, you can choose not to apply the discount to on-sale products and/or when a coupon code is used.
Customization
Text to show in modal window: enter the text that will show up in the modal window. Use the {{total_to_add}} placeholder to show the number of items to add.
Finally, you can set up some additional notes on the products with the gift products rule active and/or products where the rule applies.
If the messages do not show up, make sure you enable “messages” on a global level from Settings > Product page settings. There you can also choose the position of these messages on the product page on a global level.
Do you want to reward your customers with a free gift they can choose from on the cart page when buying a specific product? You can!
For example, to customers who add at least 2 “Pepper green shirts” to the cart, you will offer one free gift.
Let’s create a gift product rule for that and select the products that you will offer as free gifts: one among Black & Gold earrings, Minimal poster, Customized candle.
If you want the customer to be able to pick more than 1 product, then adjust the value of How many gift products can the user select?
Now you can set up the condition for this free gift, that is adding more than 1 item of the product “Pepper green shirt”.
As an alternative, you can link this free gift to the cart subtotal amount.
Then, you can restrict the rule only to some users or make sure that everyone can benefit from this free gift as we’ve set below.
Finally, you can add some custom messages to incentivize the users to buy more and get a free gift. You can add a custom message both on the page of:
1. the conditional product (the Pepper green t-shirt)
2. and on the products selectable as free gifts (Black & Gold earrings , Minimal poster, Customized candle).
The BOGO discount allows you to create a discount rule where the customer can buy one product and automatically get one for free.
To create a new rule, go to the tab Dynamic Rules, click on the + Add rule button and select the Buy 1 Get 1 template.
Now, enter a name for this rule in order to easily identify it among those you will create, and give it a priority. To learn more about rule priorities, please go to this page.
Let’s now analyze the other options available for this rule type.
Create a BOGO rule for the purchase of: choose if you want to create this rule for all products, specific products, or products of specific categories/tags.
All products
Specific products
Specific product categories
Specific product tags Except for Specific products option, you will be able to exclude some products through the following options.
Exclude products from this rule: enable if you want to exclude specific products from the rule and choose from:
Specific products
Specific product categories
Specific product tags
Rule application
Apply BOGO rule to: choose whether to apply the rule to all users or specific users or user roles. You can further exclude specific users or user roles from this rule.
You can also decide whether to schedule the rule through the dedicated option.
Schedule offer: choose whether to schedule the rule or activate/deactivate it manually.
Disable rule when: through this option, you can choose not to apply the discount to on-sale products and/or when a coupon code is used.
Disable other rules with lower priority: enable if you want to disable other rules with lower priority applied to the same products.
Customization
Finally, you can set up some additional notes on the products with the BOGO rule active.
If the messages do not show up, make sure you enable “messages” on a global level from Settings > Product page settings. There you can also choose the position of these messages on the product page on a global level.
