BOGO, 3 for 2, buy X get Y
Buy a set number of items, pay for fewer.
ExampleBuy 3 yogurts, pay for 2.
Promotions & coupons
Every promotion you run, built on the same model.
BOGO, 3 for 2, tiered discounts, bundles, gifts with purchase and segment-only offers. One condition met, one benefit triggered, and the controls to make sure no promotion turns into a margin leak.
New promotionExample
Condition3 items from
dairyBenefitBuy 3, pay for 2
ScheduleFriday to Sunday
ScopeIn store and online
Limit2 uses per customer
What the shopper sees in the cartYou've got 3 dairy items, so one is on us.
ConditionSpend in
homeBenefit10% off over $100, 15% off over $200
ScheduleAll month
ScopeAll stores except Monterrey
LimitNo limit
What the shopper sees in the cartYou're $18 away from 15% off.
ConditionSubtotal over $150,
vip customerBenefitFree premium glass
ScheduleMay 1 to May 31
ScopeOnline only
Limit1 per customer
What the shopper sees in the cartA premium glass is on its way with your order.
ConditionCustomer in
premium tierBenefit20% off personal care
RequiresSigned-in customer
ScopeAll channels
LimitOnce per customer, ever
What the shopper sees in the cartPremium member perk: 20% off personal care.
Tested in the simulator
If retail runs it, Payloot can model it.
The promotion types used most in stores and online, all on the same structure. Filter by what triggers them.
Bundle
Products that unlock a benefit when bought together.
ExampleBuy 2, get the third free.
Custom bundle
Bundles with very specific product, brand or line conditions.
ExampleShampoo and conditioner from the same line.
Tiered discount
The benefit grows with quantity or order value.
Example10% off over $100, 15% off over $200.
Gift with purchase
A free product once the condition is met.
ExampleA free glass on orders over $150.
Order discount
A discount on the whole cart.
Example$20 off your order.
Segment-only offer
Benefits reserved for one customer segment or membership tier.
Example20% off for premium members.
Shipping promotions
Shipping offers that vary by store, even across franchise networks.
ExampleFree shipping from the North store.
Discount one item, or spread it across the cart.
Any discount can be a percentage or a fixed amount, applied to a single product or prorated across every line in the order.
Item-level discount
20% off the shampoo. Nothing else in the cart changes.
CartExample
- Shampoo$12.00Was $15.00, 20% off this line only
- Conditioner$10.00No discount
Total after discount$22.00
Prorated discount
$5 off, split proportionally across the lines.
CartExample
- Shampoo$12.00Was $15.00, takes $3.00 (60% of the discount)
- Conditioner$8.00Was $10.00, takes $2.00 (40% of the discount)
Total after discount$20.00
Why proration matters
When a discount is spread across lines, each product carries the price the customer actually paid. That keeps partial returns clean and lets you measure margin product by product.
Fine-grained control, without code.
Every promotion fires only when it should, for the right customers, in the right places.
Minimum spend
Require a minimum order value on participating products.
Days and hours
Run the promotion only on specific days or at specific times.
Per-customer caps
Usage limits, down to once per customer, ever.
Segments
Target by customer, membership tier or segment.
Regions
Group specific stores or exclude entire cities.
Channel
Run different promotions in store and online.
Exclusions
Leave categories or products out of any rule.
Coupons for every moment.
Coupons follow the same rules as any other promotion: schedule, limits, channel and segment.
Make up for a bad experience
Customer service issues a coupon to the specific customer who had the problem.
Social and email campaigns
A campaign code with a set schedule and number of uses.
Say thanks for a survey
A reward delivered when a customer completes a survey or another special action.
Built for high volume
The promotions engine is designed to process large volumes of coupons in online channels, while still evaluating every cart live.
Unique, campaign or customer-assigned coupons
Leak control
Deep discounts, without the leaks.
The most aggressive offers are the ones that get abused. In Payloot, a high-value promotion requires the customer to identify first, so the system can check eligibility and whether the benefit has already been used.
Our recommendation
Pair every deep discount with customer identification and a usage cap. A "once per customer" offer only works if the system knows who's using it.
- The customer identifies
They sign in online, or show their code or card in store.
- Payloot checks eligibility and history
Segment, limits and past use, across every channel.
- The benefit is applied or declined
With a clear message in the cart or at the register.
Shoppers see the deal before they pay.
Promotions are shown at every step of the journey, at the line-item level.
Where every promotion appears
Applied at the line-item level- Catalog
- Product page
- Cart
- Checkout
- Order
What isn't a promotion
Interest-free installment plans are a payment method, so your payment provider handles them. For security, card-BIN offers aren't supported in the platform.
How the best teams run promotions
Separate in-store and online promotions to measure each channel's margin, test everything in the simulator, and retire old coupons regularly.
Versus setting up promotions one channel at a time.
Most retailers manage promotions inside each sales tool: the ecommerce platform on one side, the point of sale on the other.
| Criteria | Each channel's built-in engine | Manual workarounds | Payloot |
|---|---|---|---|
| Same promotion on web, app and in store | No | Duplicated by hand | Yes |
| Changes live instantly in physical stores | Varies | No | Yes |
| Per-customer caps across channels | Within one channel | No | Yes |
| Target store groups or exclude cities | Varies | Store by store | Yes |
| Test a rule before it goes live | Varies | No | Simulator |
| Keep the promotion when the order changes | No | By hand | Recalculation |
This comparison describes common approaches. Individual tools may vary.
Questions about promotions.
What teams usually ask before they set up their first promotion.
What kinds of promotions can I create?
BOGO, 3 for 2 and any buy-X-get-Y offer, tiered discounts, standard and custom bundles, gifts with purchase, segment-only offers, order-level discounts and shipping promotions.
Can I limit a promotion to certain days, stores or customers?
Yes: by day and time, by region or store group, by channel, by segment, and with per-customer usage caps.
How do I stop a deep discount from being overused?
Require the customer to identify. Payloot then checks whether they're eligible and whether they've already used the benefit, in any channel.
Does Payloot handle installment plans or bank-specific offers?
No. Interest-free installment plans, common in Mexico as meses sin intereses, are a payment method managed by your payment provider. For security, card BINs aren't used inside the platform.
How long does a change take to reach physical stores?
It goes live instantly, in stores and online, with no sync to wait for.
Order recalculation
When a substitution changes the order, the promotion adjusts itself.
Simulator & reports
Test every rule line by line before it goes live.
Loyalty & wallets
Tiered discounts by membership level, on the same engine.
Launch your next promotion in every channel at once
We'll show you how your current promotions would run on Payloot.