Marketing
Customer segments
Customer Segments are rule-based constructs that define groups of customers and/or users. They can be used to dynamically tailor site content, improve product recommendations, and boost relevant products.
Apply product badging
Use product badging in Optimizely Configured Commerce to apply visual indicators to product cards displayed on pages such as Product List, Product Detail, and other pages that may have product carousel widgets, like the homepage. These indicators (icons, images, and text badges) show important information to help your customers make purchasing decisions.
Import lists, customers, or wishlist products
You can import lists, customers, and wishlist products in Optimizely Configured Commerce. Go to Marketing > Lists .
Select rule types to include in a customer segment rule
A customer segment is built on the user and customer characteristics that you add to a customer segment rule. You select these characteristics from groups of similar characteristics like the data fields on the Customer screen.
Customize the prefix and format for order and customer numbers
Configured Commerce provides the option to customize the prefix and format of the auto-generated Order and Customer numbers. The default settings for Order Number and Customer Number Prefix are set to "WEB" and the respective number formats are both set to "000000".
Work with URLs
Optimizely Configured Commerce uses a set of conventions to generate URLs for website pages. These different conventions are identified and explained below, along with how each URL is crafted.
Get started with promotions
Optimizely Configured Commerce includes a sophisticated promotions engine that allows for the creation and management of complex promotional incentives that can be applied to customer orders. These promotions can be applied automatically to customer orders or triggered by a promotional code entered by the customer during the checkout process.
Manage discounts and promotional displays
Site administrators can control how discounts and promotions are displayed to customers on the website. Optimizely Configured Commerce contains customizable and translatable labels for prices that display when products are on sale, discounted for the customer or promotions are applied.
Manage promotions
Working with promotions includes creating a promotion, adding rules, adding results and assigning a promotion to a website. Due to the numerous configuration possibilities, this article provides general descriptions and steps, not specific promotion scenarios.
Itemized discounts and promotions
When a customer either adds a promotional item to their cart or applies a promotion to their cart, the promotion name and any discounts appear on the Cart, Review and Pay, Order Confirmation, and Order History pages. Optimizely Configured Commerce has two kinds of promotions line level and order level.
Promotion result type descriptions
Optimizely Configured Commerce includes several promotion results that define what happens when a promotion's rules are met. These results range from adding free products to applying various discounts across orders, shipping, categories, or specific product lines.
Promotion rule type descriptions
Promotion Rules define a set of criteria that a customer must meet (by adding products to their cart and completing their order) to be eligible to receive the promotional incentive. There are essentially two steps within the Optimizely Configured Commerce Promotion workflow Rule Types- provide the If portion of the If/Then statement logic Result Types- provide the Then portion of the logic.