Gift With Purchase (Auto Add To Cart)

This is an add-on module. You may email us at support@shopcada.com for more details.

Overview

Gift with Purchase adds a free item to the shopper’s bag automatically once their cart qualifies.

You set it up as campaigns. Each campaign is one promotion: one threshold, one free gift and one schedule. Campaigns are kept after they end, so you can see what you ran before, copy it for the next promotion, and report on how each one performed.

You can:

• Set the spend or quantity a cart must reach
• Choose whether store credit, reward points, cashback and gift certificates count towards the spend
• Require the cart to contain items from particular categories or collections
• Award one gift, or one for every multiple of the threshold
• Schedule a campaign to start and end on its own
• Run several campaigns at once, with a priority to decide which one wins
• Choose the messages the shopper sees when the gift is added or removed
• See the orders, gift units, revenue and opt-outs for each campaign

How It Works

• Shopcada checks the cart every time it changes.
• Only campaigns that are enabled and within their schedule are checked.
• Campaigns are checked in order of Priority, lowest number first. The first campaign that qualifies wins.
• A cart gets one campaign’s gift at most, even when it qualifies for more than one.
• The winning campaign gives one gift, or one for every multiple of its threshold if you switch that on. See Awarding More Than One Gift.
• The gift is added to the bag on its own. The shopper does not choose it.
• If the cart stops qualifying, the gift is removed again automatically.

Because the first match wins, give your most generous campaign the lowest Priority number. See Running More Than One Campaign.

The Campaign List

• Navigate to Dashboard > Marketing > Gift With Purchase (Auto).

If your store does not have the version where the shopper picks their own gift, the menu item is called Gift With Purchase.

The page lists every campaign, including ones that have ended or been stopped.

Click Name, Gift product or Priority to sort by that column. By default, the list is sorted by Priority.

To show only some campaigns, click Filter and choose a Status:

• Active: Scheduled and Running campaigns.
• Inactive: Ended and Stopped campaigns.
• Any Status: all campaigns. This is the default.

Campaign Actions

Stop, Duplicate and Delete open a page that asks you to confirm before anything changes.

Adding a Campaign

• Navigate to Dashboard > Marketing > Gift With Purchase (Auto).
• Click Add Campaign.
• Fill in the sections below.
• Click Save. The message Gift campaign saved. confirms it.

To change a campaign, click the edit icon next to it in the list.

[Screenshot: Add Gift Campaign page]

General

Qualifying Rule — Cart Amount / Qty

This section sets the threshold the cart must reach.

Use one threshold or the other, not both. An enabled campaign needs either Minimum Cart Amount or Minimum Cart Qty. If you fill in both, or neither, saving fails with Set either a minimum amount or a minimum quantity.

Gift certificate purchases in the cart never count towards either threshold.

Required Product

This section asks a separate question: does the cart contain particular items at all? If set, the cart must also contain the required products, even when it already meets the minimum cart amount or quantity. See Requiring Items from a Category.

Gift

Set the gift product’s price to 0 so the shopper is not charged for it, and keep it in stock like any other product.

Two campaigns with overlapping schedules cannot use the same Free Product. If they do, saving fails with This gift SKU is used by another campaign with an overlapping schedule. Stopped and ended campaigns are not checked, so you can reuse the gift from an old campaign.

If you change the Free Product of a running campaign, the old gift is removed from shoppers’ open carts.

Messages

POS

Stores with Shopcada POS also get this section:

See Shopcada POS for which POS versions support each setting.

How Minimum Cart Amount Is Calculated

Shopcada adds up the items that count towards the campaign and compares the total with Minimum Cart Amount.

Each item counts at the price the shopper pays for it, times its quantity. A product on sale counts at its sale price.

The same total decides how many gifts a campaign gives when Award the gift once for every multiple of the threshold is ticked.

What Counts Towards the Total

Payments That Count Towards the Minimum

The cart page uses the total before any deduction. At checkout, Shopcada takes these off the total and checks the campaign again:

The checkboxes are under Deduct from the cart amount before checking the minimum. Discounts (always deducted) is always ticked and cannot be changed. The other four are ticked for a new campaign, which keeps the original behaviour.

• Ticked: the amount the shopper pays this way is taken off. A shopper who spends $150 and pays $20 with store credit has a total of $130.
• Not ticked: the amount still counts towards the minimum. The same shopper has a total of $150.

Untick a payment if you want shoppers who pay with it to still qualify for the gift. Each checkbox only shows when that feature is switched on for your store.

A shopper can see the gift added on the cart page and removed at checkout. This happens when a deduction brings the total below Minimum Cart Amount.

Example

The campaign has a Minimum Cart Amount of $100, excludes the Accessories category, and has Gift certificate unticked. The cart holds:

• A dress on sale at $90, down from $120.
• A tote bag at $20.
• Socks at $10, from Accessories.

On the cart page the total is $110: the dress at its sale price plus the tote bag. The gift is added.

At checkout the shopper pays $15 with a gift certificate. Gift certificate is unticked, so the total stays at $110 and the gift stays.

The shopper then applies a 10% discount code. It takes $9 off the dress, $2 off the tote bag and $1 off the socks. Shopcada deducts $11, the part on the dress and tote bag. The total drops to $99, so Shopcada removes the gift.

Stores that sell in more than one currency set a Minimum Cart Amount for each currency. Shopcada compares the total in the shopper’s currency with the amount for that currency.

Requiring Items from a Category

Required Product lets a campaign insist that certain items are in the bag, on top of the spend or quantity threshold. Both conditions must be met before the gift is given.

This is the difference between the two category settings, and it is worth being clear about:

Example: spend $150 and buy at least 2 items from NEW IN

• Set Minimum Cart Amount to 150. Leave the include and exclude category fields empty, so the whole cart counts towards the $150.
• In Required Product, set Required categories to NEW IN.
• Set Minimum Qty from Required Categories to 2.
• Choose the Free Product and click Save.

A $500 cart containing one NEW IN item does not qualify. A $150 cart containing two NEW IN items does.

Example: buy any 2 items from NEW IN, any cart value

• Leave Minimum Cart Amount empty and set Minimum Cart Qty to 2.
• Set Include categories to NEW IN, so only NEW IN items count towards that quantity.

You do not need the Required Product section for this one.

Awarding More Than One Gift

By default a qualifying cart receives one gift, however much the shopper spends. Tick Award the gift once for every multiple of the threshold to scale the gift quantity with the cart.

The setting sits in the Gift section, below Free Product. It is off for every existing campaign, so nothing changes until you turn it on.

Part-multiples never round up. A cart has to reach the next full multiple before the next gift is added.

Stock Limits the Quantity

The gift quantity can never exceed the stock you have of the gift product. If the shopper qualifies for five and you hold two, they get two. Where a shopper has also bought the same product as a paid item, that paid quantity is set aside first, so the gift never eats into stock already in their bag.

If you do not track inventory on the gift product, there is no cap.

The Quantity Follows the Cart

• Add more qualifying items and the gift quantity goes up.
• Remove some and it comes back down.
• The shopper cannot type a different quantity on the gift line. Removing the whole line still opts them out.

If your storefront theme shows a quantity box on cart lines, make sure it is read-only on the gift line. Ask your Shopcada contact if you are unsure.

Amount Thresholds Need Exact Figures

With this option on, Minimum Cart Amount must be at least 0.01 and use no more than two decimal places. Saving fails with Enter a positive amount; multiplied thresholds need at most two decimal places.

Running More Than One Campaign

Use several campaigns to give a better gift for a bigger basket. Because the first qualifying campaign wins, give the highest threshold the lowest Priority number.

A $250 cart does not reach the Weekend bag campaign, then qualifies for the Cosmetic pouch campaign and receives the pouch. If the Tote bag campaign had Priority 1, every cart over $100 would get the tote bag, so the order matters.

To add a higher tier later, create a new campaign with a lower Priority number than the others. You do not need to change the existing campaigns. If two campaigns have the same Priority, the one created first is checked first.

Campaigns that run at the same time each need a different Free Product.

Running the Same Promotion Again

To repeat a promotion, use Duplicate on the old campaign. Change the name and dates on the copy, tick Enable Gift With Purchase and save. The old campaign and its report stay as they were.

Campaign Report

Each campaign has its own report.

• Navigate to Dashboard > Marketing > Gift With Purchase (Auto).
• Open the menu (⋮) next to the campaign and choose Report.
• Set Date Between and and to the date range you want.
• Click View Online to see the report, or Download to export it as a CSV file.

[Screenshot: campaign report]

The first table gives the totals for each sales channel and POS outlet:

The second table lists each order, with its Order ID, Date, Channel / Outlet, Currency, Gift Units, Order Revenue and Opt-Outs.

Cancelled orders and orders still in checkout are not counted.

You need the Manage Free Gift or Access Reports permission to see the report.

What the Shopper Sees

• The gift appears in the bag by itself as soon as the cart qualifies, along with your Add Message at Review Page.
• If they remove the items that made the cart qualify, the gift is removed too and your Remove Message is shown. This happens on the cart page as well as at checkout.
• If the cart moves up to a higher-priority campaign, its gift replaces the one already in the bag.
• Where a campaign awards more than one gift, the quantity on the gift line rises and falls as they change the cart.
• The gift cannot be used to qualify for itself, so removing a paid item always ends the promotion for that cart.
• While a campaign is scheduled or running, its gift product is hidden from product listings, so shoppers cannot add it as a paid item. When the campaign ends or is stopped, the product shows in listings again.

Shopcada POS

Campaigns with Enable Auto Add To Cart At POS Terminal ticked are sent to your POS terminals when they sync, in Priority order. Scheduled campaigns are sent too, so they start at the POS on their start date without another sync. The POS only gives the gift while the campaign is within its schedule. Stopped and ended campaigns are not sent.

If a cart at the counter moves from one campaign to another, the cashier sees a Gift has been changed message.

Gifts given at the POS appear in the campaign report, under the outlet.

Some settings need a recent version of the Shopcada POS app:

Important Notes

• Only one campaign applies to an order. Campaigns do not stack.
• Required Product does not multiply. It stays a yes-or-no condition. A cart with six items from a required collection does not earn six gifts on that basis; the multiple is worked out from Minimum Cart Amount or Minimum Cart Qty only.
• Quantities count units, not different products. Two of the same item satisfy a required quantity of 2. There is no setting for “two different styles”.
• Free gifts never help a cart qualify. A gift added by one campaign is left out of the calculation for every campaign, including its own.
• Gift certificates bought in the cart never count towards the minimum cart amount or quantity. Paying with a gift certificate is different: see Payments That Count Towards the Minimum.
• Exclude Backorder applies to the threshold only. A backordered item still counts towards Minimum Qty from Required Categories.
• Campaigns used in orders cannot be deleted. Stop them instead.
• Your old rules are now campaigns. Rules 1 to 5 were turned into campaigns named “Gift with Purchase – Rule 1” to “Rule 5”, with the same settings, Priority 1 to 5, and every payment checkbox ticked, so they behave as before. Orders placed before the upgrade do not show in campaign reports.

Tips

Setting Up a Promotion

• Give each campaign a clear name with the month or event, so you can find it in the list and in reports later.
• Set the gift product’s price to 0 and keep stock on it. The gift is a real product and will run out.
• Use Schedule Start Date and Schedule End Date rather than remembering to switch the campaign on and off.
• Use Duplicate for repeat promotions instead of editing an old campaign. That keeps each promotion’s report separate.
• Test with a real cart before you announce the promotion. Add the qualifying items, check the gift appears, then remove one and check it disappears.
• Before switching on Award the gift once for every multiple of the threshold, check you hold enough stock of the gift. A generous multiple empties gift stock quickly.

Choosing the Right Setting

• To reward spending on particular products, use Include categories in the Qualifying Rule section.
• To reward spending anywhere while insisting on a particular product, use Required Product.
• To do both, set a Minimum Cart Amount with no include categories, and add your Required Product condition on top.
• To let shoppers who pay with store credit, reward points, cashback or a gift certificate still qualify, untick that payment under Deduct from the cart amount before checking the minimum.

Related articles

• Discount
• Gift With Purchase (Customer Manually Select)
• Store Credit: Setting
• Reward Points: Setting, Manual Issue and Record
• Gift Certificate
• Shopcada POS: Introduction to the interface