# AI Assistant Overview
Source: https://docs.atomcommerce.io/ai-assistant/overview

AI-powered assistant that helps you create, test, and optimize promotions using your store data and business context.

# AI Assistant

Create, test, and optimize promotions with an AI assistant that knows your store. Use everyday language to get help with promotion tasks, test discount scenarios, and make better business decisions.

The AI Assistant understands your products and business data. It suggests options for you to review and approve before making any changes to your store.

## In this section

* [Getting started](#getting-started)
* [What the AI Assistant can do](#what-it-can-do)
* [How it helps](#how-it-helps)
* [Getting the best results](#best-results)
* [Ready to get started](#ready-to-get-started)

## Getting started

Look for the chat icon in your Atom dashboard. The AI Assistant is available 24/7.

## What it can do

<CardGroup cols={3}>
  <Card title="Product management" icon="box">
    Search products, find items by ID, and get pricing details
  </Card>

  <Card title="Promotion management" icon="percent">
    Create offers, learn discount types, and track performance
  </Card>

  <Card title="Testing and validation" icon="flask">
    Test active discounts and validate conditions
  </Card>
</CardGroup>

The AI Assistant knows your store inside and out. It can search through all your products by name, type, or collection, find specific items by ID or search terms, and show how your products are organized and grouped. The AI Assistant also gets pricing, descriptions, and availability information, plus converts product names to IDs for promotion setup.

When it comes to promotions, the AI Assistant helps you create and manage offers by showing all your active, scheduled, and expired promotions. It teaches you about different offer types like volume discounts, bundles, and gift-with-purchase campaigns. The AI Assistant reviews what products and rules each promotion uses, checks which promotions are working and which need attention, and tracks your promotion performance and activity over time.

The AI Assistant connects to your Shopify store for testing by accessing your storefront and creating secure testing environments. It can test your active discounts to see exactly how they work with real customer interactions. The AI Assistant also provides contextual guidance by understanding what you're working on right now and remembering where you are in your onboarding journey. It learns your communication style and needs, then provides guidance based on your business type and goals.

## How it helps

<CardGroup cols={3}>
  <Card title="Getting started" icon="rocket">
    New to Atom and overwhelmed by options
  </Card>

  <Card title="Finding products" icon="box">
    Need product names or IDs for promotion setup
  </Card>

  <Card title="Creating promotions" icon="percent">
    Choose the right discount type for your business
  </Card>
</CardGroup>

If you're new to Atom and overwhelmed by all the options, the AI Assistant guides you through the welcome survey, explains different discount types, and helps you create your first promotion. Simply ask "I'm new to Atom - what should I do first?" or "Help me understand the different types of discounts" to get started.

When you need to create a discount but don't know the exact product names or IDs, the AI Assistant searches through your products, finds items by name or collection, and converts names to the IDs you need. Try asking "Find products with 'coffee' in the name" or "Show me all products in my electronics collection" to locate what you need.

The AI Assistant helps you create compelling promotions by choosing the right promotion type for your business. It can set up volume discounts with "buy more, save more" strategies, create bundle offers that package products together for better value, design gift-with-purchase campaigns that surprise customers with free items, and configure shipping discounts to reduce friction at checkout. The AI Assistant also helps with classic promotional strategies like "Buy X Get Y" campaigns with modern twists.

When your discount isn't working as expected, the AI Assistant tests your promotion conditions, identifies issues, and suggests fixes. It can troubleshoot problems by asking "Why isn't my discount working?" or "Test my promotion and tell me what's wrong." The AI Assistant also shows you advanced discount types, teaches optimization strategies for increasing average order value, and helps you understand which promotions drive the most sales through analytics insights.

## Best results

<CardGroup cols={2}>
  <Card title="Be specific" icon="check">
    Ask for exactly what you want with clear details
  </Card>

  <Card title="Ask for insights" icon={<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" className="lucide lucide-trending-up-icon lucide-trending-up"><path d="M16 7h6v6"/><path d="m22 7-8.5 8.5-5-5L2 17"/></svg>}>
    Request data-driven insights and trends
  </Card>
</CardGroup>

To get the best results from the AI Assistant, be specific about what you want instead of asking vague questions. Instead of "Help me with discounts," try "Help me create a volume discount for my electronics collection that encourages customers to buy 3+ items." The more specific you are, the better the AI Assistant can help you.

Always ask about your actual products and collections rather than asking general questions. Instead of "What products should I discount?" try "Find products in my 'Winter Sale' collection" or "Show me my most expensive products." This gives the AI Assistant context about your specific store and inventory.

Test your active promotions to make sure they work correctly. Instead of "Is this discount good?" try "Test this promotion" or "Show me how this discount will work with my actual products." This helps you verify your active discounts are working as expected.

## Ready to get started?

Your AI Assistant is already active and ready to help! Simply:

1. **Open the chat** - Look for the chat icon in your Atom dashboard
2. **Ask your first question** - Try "Help me create my first promotion"
3. **Follow the guidance** - The AI Assistant will walk you through everything
4. **Test and verify** - Use the testing features to confirm your active promotions work correctly
5. **Launch with confidence** - Knowing your promotions are properly configured

## Important notes

Your AI Assistant provides helpful guidance and suggestions, but like all AI systems, it can make mistakes. Always verify important information before implementing changes to your store.

Use the testing features to verify your active promotions work as expected. Double-check critical settings like discount amounts, dates, and product selections. Verify product information including names, IDs, and pricing are correct. If something doesn't seem right, reach out to [support@atomcommerce.io](mailto:support@atomcommerce.io) for help.


# Exporting Data
Source: https://docs.atomcommerce.io/analytics/exporting

Learn how to export data from Atom Commerce for external analysis, reporting, and integration with other business systems.

# Exporting Data

This guide explains how to export data from Atom Commerce for external analysis, reporting, and integration with other business systems.

## Data Export Overview

Atom Commerce allows you to export various types of data including:

* Offer performance data
* Customer information
* Campaign results
* Sales and revenue metrics
* Product performance data

## Export Methods

### Standard Export

The standard export feature is available throughout the platform:

1. Navigate to the section containing the data you want to export
2. Look for the "Export" or "Download" button (usually in the top right corner)
3. Select your preferred export format
4. Configure any export options
5. Initiate the export

### Bulk Data Export

For larger datasets or scheduled exports:

1. Go to "Analytics" in the main menu
2. Select "Data Export" from the submenu
3. Choose the data category to export
4. Configure export settings
5. Download the export or set up a scheduled delivery

## Export Formats

Atom Commerce supports multiple export formats to suit your needs:

* **CSV**: Simple tabular format compatible with most applications
* **Excel**: Native Microsoft Excel format with formatting preserved
* **PDF**: Formatted documents ideal for sharing and printing
* **JSON**: Structured data format for technical integrations

## Exporting Specific Data Types

### Offer Data Export

To export offer performance data:

1. Go to "Offers" in the main menu
2. Use filters to select the offers you want to include
3. Click "Export" in the top right
4. Select the metrics to include in your export
5. Choose your export format and download

### Customer Data Export

To export customer information:

1. Navigate to "Customers" in the main menu
2. Filter customers by segment or other criteria if needed
3. Click "Export" in the top right
4. Select the customer data fields to include
5. Choose your export format and download

### Campaign Data Export

To export campaign performance data:

1. Go to "Campaigns" in the main menu
2. Select the campaigns to include
3. Click "Export" in the top right
4. Configure the export settings
5. Download the campaign data

## Advanced Export Options

### Scheduled Exports

For recurring data needs, set up automated exports:

1. Configure your export as usual
2. Click "Schedule this Export"
3. Set the frequency (daily, weekly, monthly)
4. Enter email addresses to receive the export
5. Choose delivery format options

### Custom Data Selection

For more granular control over exported data:

1. Start a new export
2. Click "Advanced Options"
3. Select specific fields and metrics to include
4. Set filtering conditions
5. Choose aggregation and grouping options

### Large Dataset Handling

When exporting very large datasets:

1. Use date range filters to limit the data size
2. Consider using segmented exports
3. Schedule exports during off-peak hours
4. Use compression options for large files

## Data Security Considerations

* Exports may contain sensitive business or customer data
* Ensure exports are stored securely
* Consider anonymizing customer data when appropriate
* Review who has access to exported data
* Check your data handling against privacy regulations

## Integrating with Other Systems

Exported data can be used with:

* Business intelligence tools
* Spreadsheet applications
* External databases
* Marketing platforms
* Custom analysis scripts

## Next Steps

* Learn about [Performance Reports](/analytics/performance) for pre-configured analysis
* Explore [Key Metrics](/analytics/key-metrics) to understand what data to export


# Key Metrics
Source: https://docs.atomcommerce.io/analytics/key-metrics

Understand the key metrics available in Atom Commerce analytics to measure the performance of your promotions and marketing activities.

# Key Metrics

Atom Commerce provides comprehensive analytics to help you understand the performance of your promotions. This page explains the key metrics available on your dashboard.

## Performance Overview

The dashboard provides at-a-glance performance metrics:

* **Active Offers**: Number of currently running promotions
* **Revenue Impact**: Estimated additional revenue generated by your offers
* **Conversion Rate**: Percentage of visitors who make a purchase with an offer
* **Average Order Value (AOV)**: Average amount spent by customers using promotions

## Offer-Specific Metrics

For each offer, you can view:

* **Usage Count**: Number of times the offer has been applied
* **Revenue Generated**: Total revenue from orders using this offer
* **Discount Amount**: Total discount value provided by this offer
* **ROI**: Return on investment for this promotional activity

## Reading Your Analytics Dashboard

The main dashboard provides visualizations of:

1. **Daily Performance**: Charts showing offer usage and revenue impact over time
2. **Offer Comparison**: Visual comparison of different offers' performance
3. **Customer Behavior**: Insights into how customers interact with your offers

## Using Metrics for Decision Making

These metrics can help you:

* Identify your most effective promotions
* Determine optimal discount levels
* Understand customer preferences
* Plan future marketing strategies

## Next Steps

To dive deeper into analytics:

* Explore [Performance Reports](/analytics/performance) for detailed analysis
* Learn about [Exporting Data](/analytics/exporting) for further processing


# Performance Reports
Source: https://docs.atomcommerce.io/analytics/performance

Explore performance reporting capabilities in Atom Commerce to analyze the effectiveness of your promotions and marketing activities.

# Performance Reports

This guide explores the performance reporting capabilities in Atom Commerce, helping you analyze the effectiveness of your promotions and marketing activities.

## Overview of Performance Reports

Atom Commerce provides comprehensive performance reports that help you understand:

* How your offers are performing
* Which customer segments respond best
* The revenue impact of your promotions
* How to optimize future marketing efforts

## Accessing Performance Reports

To access performance reports:

1. Navigate to "Analytics" in the main menu
2. Select "Performance Reports" from the submenu
3. Choose the report type you want to view

## Types of Reports

### Offer Performance Report

This report provides detailed metrics for each offer:

* Usage count
* Revenue generated
* Average order value
* Conversion rate
* Cost of promotion
* ROI (Return on Investment)

To access the Offer Performance Report:

1. Go to Analytics > Performance Reports
2. Select "Offer Performance" from the report options
3. Choose the date range for your analysis
4. Filter by offer type, status, or campaign (optional)

### Campaign Performance Report

This report aggregates data across all offers within a campaign:

* Overall campaign revenue
* Campaign ROI
* Customer acquisition metrics
* Goal completion rates

To access the Campaign Performance Report:

1. Go to Analytics > Performance Reports
2. Select "Campaign Performance" from the report options
3. Choose a specific campaign to analyze
4. Select your preferred metrics and date range

### Customer Segment Performance

This report shows how different customer segments respond to your offers:

* Segment engagement rates
* Revenue by segment
* Offer effectiveness by segment
* Segment growth metrics

To access the Segment Performance Report:

1. Go to Analytics > Performance Reports
2. Select "Segment Performance" from the report options
3. Choose the segments to analyze
4. Compare metrics across different segments

## Customizing Reports

All reports can be customized to show the data most relevant to your needs:

1. Use the "Customize" button at the top of any report
2. Select the metrics you want to include
3. Choose your preferred visualization type
4. Set comparison parameters (e.g., compare to previous period)
5. Save your custom report configuration for future use

## Data Visualization Options

Performance data can be viewed in various formats:

* Line charts (for trends over time)
* Bar charts (for comparisons)
* Pie charts (for proportional analysis)
* Data tables (for detailed figures)
* Heat maps (for segment analysis)

## Exporting Report Data

To export report data for further analysis:

1. Navigate to the report you want to export
2. Click the "Export" button in the top right corner
3. Select your preferred format (CSV, Excel, PDF)
4. Choose to export all data or just the visible portion
5. Download the exported file

## Scheduled Reports

You can set up automated report delivery:

1. Configure a report with your preferred settings
2. Click "Schedule" at the top of the report
3. Set the frequency (daily, weekly, monthly)
4. Enter the email addresses to receive the report
5. Choose the delivery format

## Next Steps

* Learn about [Exporting Data](/analytics/exporting) for more advanced analysis
* Explore [Key Metrics](/analytics/key-metrics) to understand specific performance indicators


# Create Plant
Source: https://docs.atomcommerce.io/api-reference/endpoint/create

POST /plants
Creates a new plant in the store



# Delete Plant
Source: https://docs.atomcommerce.io/api-reference/endpoint/delete

DELETE /plants/{id}
Deletes a single plant based on the ID supplied



# Get Plants
Source: https://docs.atomcommerce.io/api-reference/endpoint/get

GET /plants
Returns all plants from the system that the user has access to



# New Plant
Source: https://docs.atomcommerce.io/api-reference/endpoint/webhook

WEBHOOK /plant/webhook
Information about a new plant added to the store



# Introduction
Source: https://docs.atomcommerce.io/api-reference/introduction

Example section for showcasing API endpoints

<Note>
  If you're not looking to build API reference documentation, you can delete
  this section by removing the api-reference folder.
</Note>

## Welcome

There are two ways to build API documentation: [OpenAPI](https://mintlify.com/docs/api-playground/openapi/setup) and [MDX components](https://mintlify.com/docs/api-playground/mdx/configuration). For the starter kit, we are using the following OpenAPI specification.

<Card title="Plant Store Endpoints" icon="leaf" href="https://github.com/mintlify/starter/blob/main/api-reference/openapi.json">
  View the OpenAPI specification file
</Card>

## Authentication

All API endpoints are authenticated using Bearer tokens and picked up from the specification file.

```json  theme={null}
"security": [
  {
    "bearerAuth": []
  }
]
```


# Budgets
Source: https://docs.atomcommerce.io/budgets/overview

How to set spending limits for your discounts and campaigns.

# Budgets Overview

Budgets in Atom Commerce help you control how much you spend on discounts and promotions. By setting a budget, you can make sure your total discount spend does not go over a set amount.

## What is a Budget?

A budget is a spending limit you assign to one or more offers or campaigns. When the total value of discounts given out reaches the budget limit, Atom Commerce will automatically stop applying those discounts. This helps you avoid overspending and gives you more control over your promotional costs.

## Why Use Budgets?

* **Prevent overspending:** Make sure you never give out more discounts than you planned.
* **Limit fraud risk:** Stop abuse by capping the total value of discounts.
* **Stay on track:** Keep your campaigns within your marketing or finance team's guidelines.

## How Budgets Work

* You can create a budget with a name, description, and a spending limit (daily or lifetime).
* Assign one or more offers to a budget.
* As customers use your offers, Atom Commerce tracks the total value of discounts given out.
* When the budget limit is reached, the assigned offers will automatically stop applying discounts.

## Setting Up a Budget

1. Go to the **Budgets** section in the Atom Commerce dashboard.
2. Click **New Budget**.
3. Enter a name and (optionally) a description for your budget.
4. Set your budget limit (for example, \$10,000).
5. Choose whether the limit is for a specific period (like daily) or for the lifetime of the budget.
6. Assign offers to the budget.
7. Save your budget.

You can view and edit your budgets at any time. The dashboard shows how much of each budget has been used and how much is left.

## Example

If you set a budget of $10,000 for your "Spring Sale" offers, Atom Commerce will keep track of all discounts given out by those offers. Once the total reaches $10,000, the discounts will stop being applied until you increase the budget or reset it.

## Best Practices

* Review your budgets regularly to make sure you’re staying within your planned spend.
* Use budgets for high-value or high-risk campaigns to avoid surprises.
* Adjust your budget limits as your marketing goals or business needs change.


# Creating Campaigns
Source: https://docs.atomcommerce.io/campaigns/creating

Learn how to create and organize marketing campaigns in Atom Commerce to group related offers and track collective performance.

# Creating Campaigns

Campaigns in Atom Commerce help you organize related promotional offers and track their collective performance. This guide walks you through creating and managing marketing campaigns.

## What is a Campaign?

A campaign is a strategic marketing initiative that groups multiple offers together for a specific purpose or time period. Examples include seasonal sales, product launches, or holiday promotions.

## Campaign Creation Process

1. From your dashboard, navigate to "Campaigns" in the main menu
2. Click the "Create New Campaign" button
3. Fill in the campaign details:
   * Name and description
   * Start and end dates
   * Campaign goals and targets
   * Budget allocation (if applicable)
4. Click "Create Campaign" to save

## Setting Campaign Goals

When creating a campaign, you can define specific performance goals:

* Revenue targets
* Customer acquisition goals
* Conversion rate objectives
* Average order value targets

These goals will be tracked against actual performance in your campaign analytics.

## Campaign Organization

Campaigns can be organized in several ways:

* **Seasonal Campaigns**: Group offers for specific seasons or holidays
* **Product-Specific Campaigns**: Focus on promoting particular products or categories
* **Customer Segment Campaigns**: Target specific customer groups
* **Promotional Initiatives**: Special events or limited-time offers

## Next Steps

After creating your campaign:

* [Link Offers](/campaigns/linking-offers) to add promotions to your campaign
* Monitor your campaign budget from the campaign details page
* Track performance using the campaign analytics dashboard


# Linking Offers to Campaigns
Source: https://docs.atomcommerce.io/campaigns/linking-offers

Learn how to connect promotional offers to marketing campaigns in Atom Commerce to create cohesive promotional strategies and track collective performance.

# Linking Offers to Campaigns

This guide explains how to connect your promotional offers to marketing campaigns in Atom Commerce, creating a cohesive promotional strategy.

## Benefits of Linking Offers to Campaigns

Connecting offers to campaigns provides several advantages:

* Organize related promotions under a single strategy
* Track the collective performance of multiple offers
* Create themed promotional experiences
* Simplify reporting and analysis
* Ensure consistent messaging across multiple offers

## Ways to Link Offers to Campaigns

You can link offers to campaigns in two ways:

### Linking During Offer Creation

To link an offer while creating it:

1. Start creating a new offer following the standard process
2. In the "Campaign" section, click "Link to Campaign"
3. Select an existing campaign from the dropdown menu
4. If needed, click "Create New Campaign" to make a new one
5. Complete the offer creation process
6. The offer will automatically be associated with the selected campaign

### Linking Existing Offers

To link offers that have already been created:

1. Navigate to "Campaigns" in the main menu
2. Select the campaign you want to add offers to
3. Click the "Linked Offers" tab
4. Click "Add Offers"
5. Select the offers you want to link from the list
6. Click "Add Selected" to link them to the campaign

## Managing Linked Offers

Once offers are linked to a campaign, you can manage them collectively:

### Viewing Linked Offers

To see all offers associated with a campaign:

1. Go to "Campaigns" in the main menu
2. Select the campaign you want to view
3. Click the "Linked Offers" tab
4. View the complete list of offers with key metrics

### Removing Offers from Campaigns

To unlink an offer from a campaign:

1. Navigate to the campaign's "Linked Offers" tab
2. Find the offer you want to remove
3. Click the "Unlink" button next to the offer
4. Confirm the removal

## Campaign-Level Actions

When offers are linked to a campaign, you can perform actions at the campaign level:

### Activating/Deactivating All Offers

To change the status of all offers in a campaign:

1. Go to the campaign details page
2. Click "Actions" in the top right
3. Select "Activate All Offers" or "Deactivate All Offers"
4. Confirm your action

### Scheduling Campaign Offers

To set consistent timing for campaign offers:

1. Go to the campaign details page
2. Click "Schedule Campaign"
3. Set the start and end dates for the entire campaign
4. Choose to apply these dates to all linked offers
5. Save your changes

## Performance Analysis

Linking offers to campaigns enables comprehensive performance analysis:

1. Navigate to the campaign details page
2. View the "Performance" tab for aggregated metrics
3. Compare individual offer performance within the campaign
4. See how offers work together to achieve campaign goals

## Best Practices

* Group related offers that support a common goal
* Ensure consistent messaging across all campaign offers
* Stagger offer start/end times to maintain campaign momentum
* Use a mix of offer types within each campaign
* Review campaign performance holistically

## Next Steps

* Monitor campaign effectiveness using the Performance dashboard
* Review campaign budget allocation and spending in the campaign details


# Channel Integration
Source: https://docs.atomcommerce.io/channels/integration

Learn how to integrate Atom Commerce offers with different marketing and sales channels including Shopify, email platforms, and mobile.

# Channel Integration

This guide explains how to integrate Atom Commerce offers with different marketing and sales channels.

## Shopify Integration

Connect your offers to your Shopify storefront:

### Automatic Integration

By default, Atom Commerce automatically integrates with your Shopify store:

1. Offers appear on product pages based on your configured rules
2. Cart offers display when qualifying conditions are met
3. Checkout promotions activate automatically

### Theme Customization

For advanced Shopify theme integration:

1. Navigate to "Channels" > "Shopify Integration"
2. Select your active theme
3. Choose placement options for offers
4. Save your settings

## Email Platform Integration

Connect your offers to email marketing platforms:

1. Go to "Channels" > "Email Integration"
2. Select your email marketing platform
3. Configure the connection settings
4. Choose which offers can be included in emails
5. Save your settings

## Mobile Integration

Set up your offers for mobile experiences:

1. Navigate to "Channels" > "Mobile Integration"
2. Configure mobile-specific display settings
3. Set up notification rules
4. Save your settings

## Custom Channel Integration

For advanced users, create custom channel integrations:

1. Go to "Channels" > "Custom Integration"
2. Get your API keys and endpoint URLs
3. Follow the developer documentation to implement the custom integration
4. Test the integration before going live

## Next Steps

* Return to [Channel Overview](/channels/overview)
* Learn about [Managing Channels](/channels/managing)


# Managing Channels
Source: https://docs.atomcommerce.io/channels/managing

Learn how to configure and manage promotional channels in Atom Commerce, including storefront and POS channel settings.

# Managing Channels

This guide covers how to configure and manage your promotional channels in Atom Commerce.

## Channel Configuration

Each channel can be configured with specific settings:

1. Navigate to "Channels" in the main menu
2. Select a channel from the list
3. Click "Edit Settings"
4. Configure the channel-specific options:
   * Display priority
   * Default messaging
   * Offer eligibility rules
   * Visual presentation options

## Default Channel Types

Atom Commerce supports online and point of sale channel types:

### Storefront

Settings for promotional offers displayed directly in your Shopify store:

* Product page placement
* Cart page offers
* Checkout offers
* Collection page promotions

### POS

Settings for offers that only apply to point of sale locations. You may enable offers
to run only for all POS locations, specific POS locations, or none at all.


# Sales Channels Overview
Source: https://docs.atomcommerce.io/channels/overview

Understand how Atom Commerce channel management controls how offers are distributed across different marketing and sales channels.

# Channel Overview

Atom Commerce's channel management allows you to control how your offers are distributed across different marketing and sales channels.

## What Are Channels?

Channels represent the different platforms and touchpoints where your offers can be presented to customers:

* Store checkout page
* Product pages
* Cart page
* Email marketing
* Mobile app

## Channel Benefits

Managing your offers through channels helps you:

* Create a consistent promotional strategy across platforms
* Track which channels drive the most engagement
* Customize offers for specific customer touchpoints
* Control where and when offers are displayed

## Getting Started with Channels

To start managing your offer channels:

1. Navigate to the Channels section in the main menu
2. Review your existing channel setup
3. Configure channel settings
4. Link offers to appropriate channels


# Creating Coupon Batches
Source: https://docs.atomcommerce.io/coupons/creating

Learn how to create and configure coupon batches in Atom Commerce to generate multiple unique coupon codes for your offers.

# Creating Coupon Batches

This guide explains how to create and configure coupon batches in Atom Commerce.

## What Are Coupon Batches?

Coupon batches allow you to generate multiple unique coupon codes for your offers:

* Share codes through different marketing channels
* Create limited-use coupons for specific campaigns
* Track redemption rates and performance
* Control distribution and expiration

## Creating a New Coupon Batch

<img src="https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/batch-coupons.png?fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=27c796d5a7d50e91d380314a60f77cf0" data-og-width="1939" width="1939" data-og-height="829" height="829" data-path="images/batch-coupons.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/batch-coupons.png?w=280&fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=42fcac93179a8bc0da7a89bca0d63dd5 280w, https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/batch-coupons.png?w=560&fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=9451111c5dc1d7376f38de394cc16e91 560w, https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/batch-coupons.png?w=840&fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=7feb1ffbfb38a67c21ad443e042b38a1 840w, https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/batch-coupons.png?w=1100&fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=00ad8a2ab5d4d271f23ad595bd60e5e9 1100w, https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/batch-coupons.png?w=1650&fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=afbcb49332f8d3ad7def908bd33893f9 1650w, https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/batch-coupons.png?w=2500&fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=fba389487531847e2b8093f5514f8f07 2500w" />

### Step 1: Navigate to Coupon Batches

1. Click "Coupon Batches" in the main navigation
2. Select "Create New Batch"

### Step 2: Configure Basic Settings

Fill in the batch details:

1. **Batch Name**: Choose a descriptive name (e.g., "Summer Sale 2023")
2. **Number of Codes**: Specify how many unique codes to generate
3. **Code Format**: Select a format (e.g., alphanumeric, custom prefix)
4. **Code Length**: Choose how long each code should be

### Step 3: Link to an Offer

Connect the coupon batch to a specific offer:

1. Select an existing offer from the dropdown menu
2. Or create a new offer specifically for this coupon batch

### Step 4: Set Distribution Rules

Configure how the coupons can be used:

1. **Usage Limit**: Set how many times each code can be redeemed
2. **Batch Limit**: Set a total redemption limit for the entire batch
3. **Customer Limit**: Restrict to one-per-customer or allow multiple uses
4. **Expiration Date**: Set when the coupons will expire

### Step 5: Generate Codes

1. Review your settings
2. Click "Generate Codes"
3. Wait for the system to create your unique coupon codes

## Coupon Batch Management

After creating your coupon batch:

1. View the list of generated codes
2. Export codes for distribution (CSV or Excel format)
3. Monitor usage statistics
4. Adjust settings if needed


# Coupon Distribution Strategies
Source: https://docs.atomcommerce.io/coupons/distribution

Learn effective ways to distribute coupon codes across email, social media, and in-store channels to maximize impact.

# Distribution Strategies

This guide covers effective ways to distribute your coupon codes to maximize their impact.

## Exporting Coupon Codes

Before distribution, you need to export your coupon codes:

1. Navigate to "Coupon Batches" in the main menu
2. Select the batch you want to distribute
3. Click "Export Codes"
4. Choose your preferred format (CSV or Excel)
5. Download the file containing your codes

## Email Distribution

Send coupon codes directly to customers via email:

### Manual Email Export

1. Export your coupon codes as described above
2. Import the codes into your email marketing platform
3. Create an email campaign with personalized coupon codes
4. Schedule and send the campaign

### Best Practices for Email Distribution

* Craft a compelling subject line mentioning the discount
* Create a sense of urgency with clear expiration dates
* Include simple redemption instructions
* Design a mobile-friendly email template
* Test your emails before sending to your full list

## Social Media Distribution

Share coupon codes on social platforms:

1. Create engaging social media posts highlighting your offer
2. Include redemption instructions
3. Consider using unique tracking codes for each platform
4. Schedule posts at optimal times for your audience

## In-Store Distribution

For businesses with physical locations:

1. Create printed cards or flyers with coupon codes
2. Train staff to distribute codes to customers
3. Include codes on receipts for future purchases
4. Use QR codes that customers can scan

## Strategic Distribution Timing

Maximize impact with strategic timing:

* **Welcome Offers**: Send codes to new subscribers or customers
* **Abandoned Cart Recovery**: Send codes to customers who didn't complete checkout
* **Win-Back Campaigns**: Send codes to previously active customers who haven't purchased recently
* **Holiday Promotions**: Distribute codes before major shopping holidays
* **Birthday Offers**: Send personalized codes on customer birthdays

## Measuring Distribution Success

Track the effectiveness of your distribution channels:

1. Create unique coupon batches for each distribution channel
2. Monitor redemption rates by channel
3. Compare performance metrics
4. Adjust your strategy based on the data


# Managing Coupon Batches
Source: https://docs.atomcommerce.io/coupons/managing

Learn how to effectively manage coupon batches in Atom Commerce, including editing, activating, and tracking redemption history.

# Managing Coupons

This guide explains how to effectively manage your coupon batches in Atom Commerce.

## Coupon Batch Dashboard

The Coupon Batches dashboard provides an overview of all your coupon batches:

1. Navigate to "Coupon Batches" in the main menu
2. View all your coupon batches in one place
3. Sort by name, creation date, or status
4. Filter by active, expired, or pending batches

## Viewing Coupon Details

To view detailed information about a specific batch:

1. Click on the batch name from the dashboard
2. View the batch details page with:
   * Usage statistics
   * Individual coupon codes
   * Distribution history
   * Performance metrics

## Editing Coupon Batches

To modify an existing coupon batch:

1. Navigate to the batch details page
2. Click "Edit Batch"
3. Update the available settings:
   * Batch name
   * Usage limits
   * Expiration date
   * Linked offer
4. Save your changes

Note: Some settings cannot be changed after coupon codes have been generated.

## Activating and Deactivating Batches

Control whether coupon batches are usable:

1. From the Coupon Batches dashboard, find the batch
2. Toggle the "Active" switch
3. Confirm your action

Deactivated batches will have all codes temporarily disabled until reactivated.

## Extending Expiration Dates

To extend the validity of coupons:

1. Navigate to the batch details page
2. Click "Edit Batch"
3. Update the expiration date
4. Save your changes

## Viewing Redemption History

Track how your coupons are being used:

1. Go to the batch details page
2. View the "Redemption History" tab
3. See detailed information on each code:
   * When it was used
   * Customer who used it
   * Order value
   * Applied discount

## Deleting Coupon Batches

To permanently remove a coupon batch:

1. Navigate to the batch details page
2. Click "Delete Batch"
3. Confirm your action

Warning: This action cannot be undone and will invalidate all codes in the batch.


# Customer Data Overview
Source: https://docs.atomcommerce.io/customers/overview

Introduction to customer data management in Atom Commerce and how to leverage customer information for better marketing decisions.

# Customer Data Overview

This guide provides an introduction to customer data management in Atom Commerce and how to leverage this information for better marketing decisions.

## Customer Data Dashboard

The Customer Data dashboard gives you a comprehensive view of your customer base:

1. Navigate to "Customers" in the main menu
2. The overview page displays:
   * Total customer count
   * New customers (last 30 days)
   * Average customer lifetime value
   * Customer retention rate
   * Customer acquisition trends

## Customer Profile Information

For each customer, Atom Commerce stores and displays:

* Basic information (name, email, phone)
* Order history and value
* Product preferences
* Campaign and offer engagement
* Communication preferences
* Segment memberships

## Viewing Individual Customer Profiles

To access detailed information about a specific customer:

1. Go to the "Customers" section
2. Use the search function to find a customer by name or email
3. Click on a customer to view their complete profile
4. Navigate between tabs to see different aspects of their data:
   * **Overview**: Key customer metrics and summary
   * **Orders**: Complete order history
   * **Engagement**: Offer usage and campaign interaction
   * **Preferences**: Product interests and communication settings

## Customer Insights

Atom Commerce automatically generates insights about your customers:

* **Purchasing Patterns**: Frequency, average value, and timing
* **Product Affinities**: Categories and products frequently purchased
* **Offer Response**: Which types of promotions drive purchases
* **Churn Risk**: Identification of at-risk customers

## Data Privacy Compliance

Atom Commerce helps you maintain compliance with privacy regulations:

* Customer data is securely stored
* Privacy preferences are tracked and honored
* Data export and deletion requests can be processed
* Consent management is built into the platform

## Data Integration

Customer data is synchronized from various sources:

* Shopify customer profiles
* Order history
* Marketing campaign interaction
* Website behavior (if tracking is enabled)

## Data Export

You can export customer data for external analysis:

1. Go to the "Customers" section
2. Click "Export" in the top right
3. Select the data fields to include
4. Choose your export format (CSV, Excel)
5. Export the data file

## Next Steps

* Learn about [Customer Segmentation](/customers/segmentation) to target specific groups
* Explore how to [Target Offers](/customers/targeting) to different customer segments


# Customer Segmentation
Source: https://docs.atomcommerce.io/customers/segmentation

Learn how to effectively segment your customer base in Atom Commerce to create targeted marketing campaigns and offers.

# Customer Segmentation

This guide explains how to effectively segment your customer base in Atom Commerce to create targeted marketing campaigns and offers.

## Understanding Customer Segmentation

Customer segmentation is the process of dividing your customers into groups based on common characteristics. This allows you to:

* Create more relevant marketing messages
* Design targeted promotions
* Improve customer experience
* Allocate marketing resources more efficiently
* Increase conversion rates and ROI

## Pre-Built Segments

Atom Commerce provides several pre-built customer segments:

* **New Customers**: Customers who made their first purchase within the last 30 days
* **VIP Customers**: High-value customers based on total spend
* **At-Risk Customers**: Previously active customers who haven't purchased recently
* **One-Time Buyers**: Customers who have made only one purchase
* **Frequent Shoppers**: Customers who purchase regularly
* **Discount-Driven**: Customers who primarily purchase during promotions

## Creating Custom Segments

To create your own customer segments:

1. Navigate to "Customers" in the main menu
2. Select the "Segments" tab
3. Click "Create New Segment"
4. Define your segment criteria using the following options:

### Available Segmentation Criteria

* **Purchase Behavior**:
  * Order count
  * Total spend
  * Average order value
  * Last order date
  * First order date
* **Product Preferences**:
  * Product categories purchased
  * Specific products purchased
  * Brand preferences
* **Demographics** (if available):
  * Location
  * Age range
  * Gender
* **Marketing Engagement**:
  * Offer usage
  * Campaign interaction
  * Email engagement

## Segment Building Interface

The segment builder allows you to:

1. Combine multiple criteria using AND/OR logic
2. Set specific threshold values
3. Create exclusion rules
4. Preview the segment size as you build
5. Save and name your segment for future use

## Analyzing Segments

Once created, you can analyze each segment:

1. Select a segment from the Segments list
2. View the "Segment Analytics" dashboard
3. Compare key metrics between segments
4. Track segment growth or decline over time

## Using Segments for Marketing

Customer segments can be used in several ways:

* **Targeted Offers**: Create promotions for specific segments
* **Marketing Campaigns**: Tailor campaign messaging to different segments
* **Personalized Content**: Customize the shopping experience
* **Customer Journey**: Design segment-specific customer journeys

## Best Practices

* Start with a clear business objective for each segment
* Keep segment definitions clear and actionable
* Regularly review and update segments as customer behavior changes
* Test marketing approaches with different segments
* Use data-driven insights to refine your segmentation strategy

## Next Steps

* Learn how to [Target Offers](/customers/targeting) to your customer segments
* Explore [Campaign Management](/campaigns/creating) to create segment-specific campaigns


# Targeting Offers to Customer Segments
Source: https://docs.atomcommerce.io/customers/targeting

Learn how to create targeted offers for specific customer segments in Atom Commerce to make promotions more relevant and effective.

# Targeting Offers

This guide explains how to create targeted offers for specific customer segments in Atom Commerce, making your promotions more relevant and effective.

## Benefits of Targeted Offers

Targeting specific customer segments with tailored offers provides several advantages:

* Higher conversion rates
* Improved customer loyalty
* More efficient marketing spend
* Better customer experience
* Increased average order value
* Stronger relationships with different customer types

## Types of Targeted Offers

Atom Commerce supports several targeting approaches:

### Segment-Based Targeting

Apply offers to specific customer segments, such as:

* VIP customers
* First-time buyers
* At-risk customers
* Frequent shoppers
* Location-based segments

### Behavior-Based Targeting

Create offers based on customer behavior patterns:

* Cart abandonment
* Browse history
* Previous purchase categories
* Average order value
* Purchase frequency

### Personalized Offers

Provide individualized offers based on:

* Purchase history
* Product preferences
* Past offer engagement
* Customer lifetime value

## Creating a Targeted Offer

To create an offer targeted to specific customers:

1. Start creating a new offer following the standard process
2. In the "Targeting" section, select "Specific Customers"
3. Choose your targeting method:
   * **Segment Selection**: Choose from your saved customer segments
   * **Customer List**: Upload or select specific customers
   * **Targeting Rules**: Build custom targeting criteria

## Setting Targeting Rules

When creating custom targeting rules:

1. Select the criteria for your target audience
2. Combine multiple conditions using AND/OR logic
3. Set exclusion rules if needed
4. Preview the estimated audience size
5. Save your targeting configuration

## Testing Targeted Offers

Before fully launching a targeted offer:

1. Create a test version with a limited audience
2. Monitor initial performance metrics
3. Gather feedback from the target segment
4. Adjust offer parameters based on early results
5. Scale up to the full target audience

## Measuring Target Offer Performance

To evaluate the effectiveness of your targeted offers:

1. Compare conversion rates to non-targeted offers
2. Analyze segment-specific engagement
3. Track incremental sales generated
4. Measure impact on customer lifetime value
5. Monitor changes in customer behavior

## Best Practices

* Start with well-defined customer segments
* Ensure offers are relevant to each segment's needs and preferences
* Create clear, personalized messaging that resonates with each group
* Set appropriate offer values based on segment value
* A/B test different offers for the same segment
* Continuously refine targeting criteria based on performance data

## Next Steps

* Explore [Analytics & Reporting](../analytics/key-metrics.md) to measure your targeted offers
* Learn about [Campaign Management](../campaigns/creating.md) to organize multiple targeted offers


# Allow Multiple Users Per Order
Source: https://docs.atomcommerce.io/discount-limits/multiple-users-per-order

Control whether the same discount can be applied multiple times within a single order

<Callout>
  <strong>Quick Summary</strong>

  <ul>
    <li>
      <b>Purpose:</b> Controls if the same discount can be used multiple times in one order
    </li>

    <li>
      <b>Default:</b> Disabled (one discount per order)
    </li>

    <li>
      <b>Use Case:</b> Managing discount behavior for multiple customers or scenarios
    </li>

    <li>
      <b>Location:</b> Discount Limits section of offer configuration
    </li>
  </ul>
</Callout>

## What This Setting Does

The "Allow Multiple Users Per Order" setting controls whether a single discount can be applied multiple times within the same order.

<Note>
  This feature is controlled by the **"Allow Multiple Users Per Order"** checkbox in the Discount Limits section. By default, this checkbox is **unchecked**, meaning each offer can only be applied once per order.
</Note>

## How It Works

### When Disabled (Default)

* The **"Allow Multiple Users Per Order"** checkbox is **unchecked**
* Each discount can only be applied **once per order**
* Prevents the same discount from being used multiple times
* Helps control discount costs and prevent abuse

### When Enabled

* The **"Allow Multiple Users Per Order"** checkbox is **checked**
* The same discount can be applied **multiple times per order**
* Useful for scenarios where multiple customers should benefit from the same promotion

## Real-World Examples

### Example 1: Family Shopping Scenario

**Scenario:** A parent is shopping for multiple family members and wants to use the same discount for each person.

**Discount:** "20% off any item" (code: FAMILY20)

**With Setting Disabled:**

* Parent adds 3 items to cart
* Discount applies to 1 item only
* **Result:** 20% off 1 item, full price for other 2 items

**With Setting Enabled:**

* Parent adds 3 items to cart
* Discount applies to all 3 items
* **Result:** 20% off all 3 items

### Example 2: Free Gift with Each Purchase

**Scenario:** A customer wants to buy multiple pairs of jeans and get a free gift with each pair.

**Discount:** "Get a free gift with each pair of jeans" (automatic)

**Customer Action:** Buys 3 pairs of jeans (\$150 each)

**With Setting Disabled:**

* Customer adds 3 pairs of jeans to cart
* Discount applies once (1 free gift total)
* **Result:** Customer gets 1 free gift for the entire order

**With Setting Enabled:**

* Customer adds 3 pairs of jeans to cart
* Discount applies 3 times (1 free gift per pair)
* **Result:** Customer gets 3 free gifts (one for each pair of jeans)

### Example 3: Bulk Purchase Scenario

**Scenario:** A customer wants to buy multiple quantities of the same product with a quantity-based discount.

**Discount:** "Buy 2, Get 1 Free" (automatic)

**With Setting Disabled:**

* Customer adds 6 items to cart
* Discount applies once (buy 2, get 1 free)
* **Result:** Customer pays for 4 items, gets 2 free

**With Setting Enabled:**

* Customer adds 6 items to cart
* Discount applies twice (buy 2 get 1 free, then buy 2 more get 1 free)
* **Result:** Customer pays for 4 items, gets 2 free (same result in this case)

## When to Enable This Setting

<CardGroup cols={2}>
  <Card title="Multi-Customer Orders" icon="users">
    When one person is shopping for multiple people and each should get the discount benefit
  </Card>

  <Card title="Bulk Purchases" icon="box">
    When customers are buying large quantities and should receive multiple discount applications
  </Card>

  <Card title="Generous Promotions" icon="gift">
    When you want to maximize customer value for special campaigns
  </Card>

  <Card title="Family/Group Orders" icon="layers">
    When groups or families are placing orders together
  </Card>
</CardGroup>

## When to Keep It Disabled

<CardGroup cols={2}>
  <Card title="Margin Protection" icon="percent">
    When you need to control discount costs and protect profit margins
  </Card>

  <Card title="Prevent Abuse" icon="shield">
    When you want to prevent customers from exploiting the same discount multiple times
  </Card>

  <Card title="Simple Campaigns" icon="settings">
    When you're running straightforward, one-discount-per-order promotions
  </Card>

  <Card title="Budget Control" icon="dollar-sign">
    When you have strict promotional budgets to maintain
  </Card>
</CardGroup>

## How to Configure

### Step 1: Navigate to Your Offer

1. Go to the Atom admin interface
2. Find the offer you want to configure
3. Click to edit the offer

### Step 2: Locate Discount Limits

1. Scroll down to the **Discount Limits** section
2. Look for the **"Allow Multiple Users Per Order"** setting

<img src="https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=d268b95415a48010f3bd64a050b3be24" alt="Discount Limits section in offer configuration showing both settings" data-og-width="463" width="463" data-og-height="251" height="251" data-path="images/discount-limits-ui.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?w=280&fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=f3c2446d612de62f1f0139625bcee469 280w, https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?w=560&fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=3f9b855427b6052713980ca6bd4b8558 560w, https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?w=840&fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=21b4bfaef52c69b5baf43d7c5ec6cc5f 840w, https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?w=1100&fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=7345fc87a199f5209ade1a7f8bad32e4 1100w, https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?w=1650&fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=a9ec165fa6618a0f6c049ea9e46a02a7 1650w, https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?w=2500&fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=636b9f404a09a3427fc6613bb43fb8ac 2500w" />

### Step 3: Configure the Setting

1. **Check the box** to enable multiple uses per order
2. **Leave unchecked** to limit to one use per order (default)
3. Save your changes

<Note>
  This setting is available for both automatic and code-based offers. The behavior applies regardless of how the discount is triggered.
</Note>

## Business Impact

### Positive Impacts

* **Higher Customer Satisfaction:** Customers get more value from their purchases
* **Increased Average Order Value:** Customers may buy more to take advantage of multiple discounts
* **Better Customer Experience:** More generous discount policies can improve loyalty

### Potential Risks

* **Higher Discount Costs:** Multiple applications can significantly increase promotional expenses
* **Margin Erosion:** Excessive discounting can impact profitability
* **Budget Overruns:** May exceed planned promotional budgets

## Best Practices

### Testing Your Configuration

1. **Test with small orders** first to verify behavior
2. **Monitor discount costs** after enabling the setting
3. **Track customer behavior** to ensure the setting achieves your goals

### Monitoring Performance

* **Track discount usage** to understand how customers are using the feature
* **Monitor profit margins** to ensure the setting doesn't negatively impact profitability
* **Analyze customer satisfaction** to measure the impact on customer experience

### Strategic Considerations

* **Start conservative:** Begin with the setting disabled and enable only when needed
* **Set clear budgets:** Establish limits on total discount exposure
* **Regular reviews:** Periodically assess whether the setting is meeting your business goals

## Troubleshooting

### Common Issues

**Issue:** Discount isn't applying multiple times even when enabled

* **Solution:** Check that the offer is eligible for multiple applications and that all conditions are met

**Issue:** Unexpected high discount costs after enabling

* **Solution:** Review your discount configuration and consider adding additional limits or conditions

**Issue:** Customers reporting they can't use the discount multiple times

* **Solution:** Verify the setting is properly enabled and communicate the policy clearly to customers

## Related Topics

* [Allow Items to Qualify for Multiple Offers](/discount-limits/qualifier-reuse) - Control qualifier reuse behavior
* [Offer Priority and Stacking](/offers/priority-and-stacking) - How offers are evaluated
* [Creating Offers](/offers/creating-offers) - Learn to create effective offers
* [Discount Limits Overview](/discount-limits/overview) - Complete guide to discount limits


# Discount Limits
Source: https://docs.atomcommerce.io/discount-limits/overview

Control how discounts interact with each other and prevent excessive discount stacking

<Callout>
  <strong>TL;DR</strong>

  <ul>
    <li>
      <b>Multiple Users Per Order:</b> Control whether the same discount can be applied multiple times in a single order
    </li>

    <li>
      <b>Qualifier Reuse:</b> Control whether items can qualify for multiple different offers
    </li>

    <li>
      <b>Margin Protection:</b> Prevent excessive discount stacking that could erode profits
    </li>

    <li>
      <b>Customer Experience:</b> Balance generous promotions with business sustainability
    </li>
  </ul>
</Callout>

## What are Discount Limits?

Discount limits control how discounts interact with each other in your store. These settings help you balance customer satisfaction with business profitability.

## Key Concepts

### Multiple Users Per Order

Controls whether the same discount can be applied multiple times within a single order.

### Qualifier Reuse

Controls whether items that have already qualified for one offer can also qualify for other offers.

## Why Use Discount Limits?

<CardGroup cols={2}>
  <Card title="Margin Protection" icon="percent">
    Prevent excessive discount stacking that could erode your profit margins
  </Card>

  <Card title="Controlled Promotions" icon="settings">
    Maintain predictable discount costs and avoid unexpected promotional expenses
  </Card>

  <Card title="Customer Experience" icon="gift">
    Balance generous promotions with sustainable business practices
  </Card>

  <Card title="Flexible Control" icon="layers">
    Fine-tune discount behavior for different business scenarios
  </Card>
</CardGroup>

## When to Use Each Setting

### Enable Multiple Users Per Order When:

* You want the same discount to apply multiple times in one order
* Multiple customers or use cases should benefit from the same promotion

### Enable Qualifier Reuse When:

* You want customers to receive multiple gifts from the same qualifying items
* You're running generous holiday campaigns or special promotions

### Keep Limits Disabled When:

* You need to protect profit margins from excessive discounting
* You want to maintain predictable promotional costs

## Getting Started

1. **Navigate to your offer** in the Atom admin interface
2. **Locate the Discount Limits section** on the offer configuration page
3. **Configure your desired settings** based on your business needs
4. **Test your configuration** to ensure it behaves as expected

<img src="https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=d268b95415a48010f3bd64a050b3be24" alt="Discount Limits section in offer configuration showing both settings" data-og-width="463" width="463" data-og-height="251" height="251" data-path="images/discount-limits-ui.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?w=280&fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=f3c2446d612de62f1f0139625bcee469 280w, https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?w=560&fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=3f9b855427b6052713980ca6bd4b8558 560w, https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?w=840&fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=21b4bfaef52c69b5baf43d7c5ec6cc5f 840w, https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?w=1100&fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=7345fc87a199f5209ade1a7f8bad32e4 1100w, https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?w=1650&fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=a9ec165fa6618a0f6c049ea9e46a02a7 1650w, https://mintcdn.com/atomcommerce/lAw4s1C3e2na6sP3/images/discount-limits-ui.png?w=2500&fit=max&auto=format&n=lAw4s1C3e2na6sP3&q=85&s=636b9f404a09a3427fc6613bb43fb8ac 2500w" />

## Related Topics

* [Allow Multiple Users Per Order](/discount-limits/multiple-users-per-order) - Detailed guide on managing multiple discount applications
* [Allow Items to Qualify for Multiple Offers](/discount-limits/qualifier-reuse) - Complete guide on qualifier reuse behavior
* [Offer Priority and Stacking](/offers/priority-and-stacking) - How offers are evaluated and applied
* [Creating Offers](/offers/creating-offers) - Learn how to create effective discount offers

## Best Practices

<Note>
  Start with conservative settings (limits enabled) and gradually relax them based on your business performance and customer feedback.
</Note>

* **Test thoroughly** before launching new discount configurations
* **Monitor performance** to ensure limits are achieving your business goals
* **Consider your margins** when enabling more generous discount behaviors
* **Use analytics** to track the impact of your discount limit settings


# Allow Items to Qualify for Multiple Offers
Source: https://docs.atomcommerce.io/discount-limits/qualifier-reuse

Control whether items that qualified for one offer can also qualify for other offers

<Callout>
  <strong>Quick Summary</strong>

  <ul>
    <li>
      <b>Purpose:</b> Controls if items can qualify for multiple different offers
    </li>

    <li>
      <b>Default:</b> Disabled (items can only qualify for one offer)
    </li>

    <li>
      <b>Business Impact:</b> Balances customer satisfaction with margin protection
    </li>
  </ul>
</Callout>

## What This Feature Does

This feature controls whether items that have already acted as **qualifiers** for one offer can also act as qualifiers for other offers.

<Note>
  This feature is controlled by the **"Allow items to qualify for multiple offers"** checkbox in the Discount Limits section. By default, this checkbox is **unchecked**, meaning items can only qualify for one offer at a time.
</Note>

### Key Concepts

* **Qualifier**: Items that trigger/activate a discount (e.g., items that meet the "buy X" requirement)
* **Target**: Items that receive the discount (e.g., the free gift or discounted item)
* **Qualifier Reuse**: Allowing the same item to qualify for multiple different offers

## How It Works

### When Unchecked (Default)

* The **"Allow items to qualify for multiple offers"** checkbox is **unchecked**
* Items that qualified for Offer A **cannot** qualify for Offer B
* Only the highest priority offer will apply to qualifying items
* Prevents "double qualifying" scenarios

### When Checked

* The **"Allow items to qualify for multiple offers"** checkbox is **checked**
* Items that qualified for Offer A **can also** qualify for Offer B
* Multiple offers can apply to the same qualifying items

## Real-World Examples

### Example 1: Fashion GWP Offers

**Scenario:** Two Gift With Purchase offers

* **Offer A:** "Buy any dress, get free jewelry" (Priority 1)
* **Offer B:** "Buy any dress, get free handbag" (Priority 2)

**Customer Action:** Buys 1 dress (\$50)

<CardGroup cols={2}>
  <Card title="With Feature Unchecked (Default)">
    * Dress qualifies for Offer A → Customer gets free jewelry
    * Dress cannot qualify for Offer B → Customer does NOT get free handbag
    * **Result:** Customer gets 1 gift
  </Card>

  <Card title="With Feature Checked">
    * Dress qualifies for Offer A → Customer gets free jewelry
    * Dress also qualifies for Offer B → Customer gets free handbag
    * **Result:** Customer gets 2 gifts
  </Card>
</CardGroup>

### Example 2: Beauty Product GWP Offers

**Scenario:** Multiple beauty gift with purchase offers

* **Offer A:** "Buy any skincare product, get free cleanser"
* **Offer B:** "Buy any skincare product, get free moisturizer"

**Customer Action:** Buys 1 skincare product (\$30)

<CardGroup cols={2}>
  <Card title="With Feature Unchecked (Default)">
    * Skincare product qualifies for Offer A → Customer gets free cleanser
    * Skincare product cannot qualify for Offer B → Customer does NOT get free moisturizer
    * **Result:** Customer gets 1 free product
  </Card>

  <Card title="With Feature Checked">
    * Skincare product qualifies for Offer A → Customer gets free cleanser
    * Skincare product also qualifies for Offer B → Customer gets free moisturizer
    * **Result:** Customer gets 2 free products
  </Card>
</CardGroup>

### Example 3: Beauty Product Bundle Offers

**Scenario:** Multiple beauty GWP offers requiring multiple items

* **Offer A:** "Buy 2 skincare products, get free cleanser"
* **Offer B:** "Buy 2 skincare products, get free moisturizer"

**Customer Action:** Buys 2 skincare products

<CardGroup cols={2}>
  <Card title="With Feature Unchecked">
    * Only highest priority offer applies
    * Customer gets 1 free product
  </Card>

  <Card title="With Feature Checked">
    * Both offers apply
    * Customer gets both free products
  </Card>
</CardGroup>

## When to Enable This Feature

<CardGroup cols={2}>
  <Card title="Generous Promotions" icon="gift">
    When you want customers to receive multiple benefits from the same qualifying items
  </Card>

  <Card title="Holiday Campaigns" icon="star">
    Special occasions where extra gifts increase customer satisfaction
  </Card>

  <Card title="Customer Acquisition" icon="users">
    Competitive advantage through better value propositions
  </Card>

  <Card title="Inventory Clearance" icon="box">
    Move multiple product categories simultaneously
  </Card>
</CardGroup>

## When to Keep It Disabled

<CardGroup cols={2}>
  <Card title="Margin Protection" icon="percent">
    Prevent excessive discount stacking that could erode profits
  </Card>

  <Card title="Controlled Promotions" icon="settings">
    Maintain predictable discount costs and avoid surprises
  </Card>

  <Card title="Simple Campaigns" icon="layers">
    Avoid complex qualifying scenarios for straightforward promotions
  </Card>

  <Card title="Budget Constraints" icon="dollar-sign">
    Limit total discount exposure to stay within promotional budgets
  </Card>
</CardGroup>

## How to Configure

### Step 1: Navigate to Your Offer

1. Go to the Atom admin interface
2. Find the offer you want to configure
3. Click to edit the offer

### Step 2: Locate Discount Limits

1. Scroll down to the **Discount Limits** section
2. Look for the **"Allow items to qualify for multiple offers"** setting

### Step 3: Configure the Setting

1. **Check the box** to allow qualifier reuse (items can qualify for multiple offers)
2. **Leave unchecked** to prevent qualifier reuse (default behavior)
3. Save your changes

<Note>
  This setting works with all offer types including BXGY, BMSM, GWP, Order Discount, and more. The priority system still applies - higher priority offers are evaluated first.
</Note>

## Business Impact Analysis

### Positive Impacts

* **Higher Customer Satisfaction:** Customers receive more gifts and benefits
* **Increased Average Order Value:** Better value propositions encourage larger purchases
* **Inventory Movement:** Can help clear multiple product categories simultaneously

### Potential Risks

* **Higher Discount Costs:** Multiple offers applying to the same items increases promotional expenses
* **Margin Erosion:** Excessive discounting can impact profitability
* **Budget Overruns:** May exceed planned promotional budgets

## Best Practices

### Testing Your Configuration

1. **Test with simple scenarios** first to verify behavior
2. **Create test orders** with multiple qualifying items
3. **Verify expected outcomes** match your business goals

### Monitoring Performance

* **Track discount costs** after enabling the feature
* **Monitor checkout performance** for any slowdowns
* **Analyze customer behavior** to ensure the feature achieves your goals

### Strategic Planning

* **Start with conservative settings** and gradually enable more generous behavior
* **Set clear budgets** for total discount exposure
* **Regular reviews** to assess whether the feature is meeting business objectives

## Common Use Cases

### Fashion Retail

* Multiple GWP offers on the same qualifying items
* "Buy any dress" promotions that can stack with other dress offers
* Seasonal campaigns with overlapping qualifying criteria

### Beauty & Cosmetics

* Skincare product bundles with multiple free gifts
* Makeup offers that can combine with skincare promotions
* Holiday gift sets with multiple qualifying scenarios

### Electronics

* Accessory bundles with multiple free items
* Device offers that can stack with accessory promotions
* Seasonal sales with overlapping product categories

## Troubleshooting

### Common Issues

**Issue:** Items aren't qualifying for multiple offers even when enabled

* **Solution:** Check that all offers are eligible and that qualifying conditions are met for each offer

**Issue:** Unexpected high discount costs after enabling

* **Solution:** Review your offer configurations and consider adding additional limits or conditions

**Issue:** Performance issues during checkout

* **Solution:** Monitor system performance and consider the complexity of your offer configurations

### Debugging Steps

1. **Verify the setting** is properly enabled in the admin interface
2. **Check offer priorities** to ensure they're configured correctly
3. **Test with simple scenarios** to isolate the issue
4. **Review offer conditions** to ensure they're compatible with qualifier reuse

## Related Topics

* [Allow Multiple Users Per Order](/discount-limits/multiple-users-per-order) - Control multiple discount applications per order
* [Offer Priority and Stacking](/offers/priority-and-stacking) - How offers are evaluated and applied
* [Creating Offers](/offers/creating-offers) - Learn to create effective offers
* [Discount Limits Overview](/discount-limits/overview) - Complete guide to discount limits

## FAQ

**Q: Does this feature affect all offer types?**
A: Yes, this feature works with all offer types including BXGY, BMSM, GWP, Order Discount, and more.

**Q: How does priority work with qualifier reuse?**
A: Priority still applies - higher priority offers are evaluated first. The feature only affects whether items can qualify for multiple offers after the priority evaluation.

**Q: Can I enable this for some offers but not others?**
A: Yes, this setting is configured per offer, so you can have different qualifier reuse policies for different offers.

**Q: What's the performance impact of enabling this feature?**
A: There may be a slight increase in processing time for complex cart scenarios, but it's generally minimal for most use cases.

**Q: How do I know if this feature is right for my business?**
A: Start with the default setting (disabled) and enable it only if you want to provide more generous promotions while being mindful of the impact on your margins and discount costs.


# Code Blocks
Source: https://docs.atomcommerce.io/essentials/code

Display inline code and code blocks

## Basic

### Inline Code

To denote a `word` or `phrase` as code, enclose it in backticks (\`).

```
To denote a `word` or `phrase` as code, enclose it in backticks (`).
```

### Code Block

Use [fenced code blocks](https://www.markdownguide.org/extended-syntax/#fenced-code-blocks) by enclosing code in three backticks and follow the leading ticks with the programming language of your snippet to get syntax highlighting. Optionally, you can also write the name of your code after the programming language.

```java HelloWorld.java theme={null}
class HelloWorld {
    public static void main(String[] args) {
        System.out.println("Hello, World!");
    }
}
```

````md  theme={null}
```java HelloWorld.java
class HelloWorld {
    public static void main(String[] args) {
        System.out.println("Hello, World!");
    }
}
```
````


# Images and Embeds
Source: https://docs.atomcommerce.io/essentials/images

Add image, video, and other HTML elements

<img style={{ borderRadius: '0.5rem' }} src="https://mintlify-assets.b-cdn.net/bigbend.jpg" />

## Image

### Using Markdown

The [markdown syntax](https://www.markdownguide.org/basic-syntax/#images) lets you add images using the following code

```md  theme={null}
![title](/path/image.jpg)
```

Note that the image file size must be less than 5MB. Otherwise, we recommend hosting on a service like [Cloudinary](https://cloudinary.com/) or [S3](https://aws.amazon.com/s3/). You can then use that URL and embed.

### Using Embeds

To get more customizability with images, you can also use embeds to add images

```html  theme={null}
<img height="200" src="/path/image.jpg" />
```

## Embeds and HTML elements

<iframe width="560" height="315" src="https://www.youtube.com/embed/4KzFe50RQkQ" title="YouTube video player" frameBorder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowFullScreen style={{ width: '100%', borderRadius: '0.5rem' }} />

<br />

<Tip>
  Mintlify supports [HTML tags in Markdown](https://www.markdownguide.org/basic-syntax/#html). This is helpful if you prefer HTML tags to Markdown syntax, and lets you create documentation with infinite flexibility.
</Tip>

### iFrames

Loads another HTML page within the document. Most commonly used for embedding videos.

```html  theme={null}
<iframe src="https://www.youtube.com/embed/4KzFe50RQkQ"> </iframe>
```


# Markdown Syntax
Source: https://docs.atomcommerce.io/essentials/markdown

Text, title, and styling in standard markdown

## Titles

Best used for section headers.

```md  theme={null}
## Titles
```

### Subtitles

Best use to subsection headers.

```md  theme={null}
### Subtitles
```

<Tip>
  Each **title** and **subtitle** creates an anchor and also shows up on the table of contents on the right.
</Tip>

## Text Formatting

We support most markdown formatting. Simply add `**`, `_`, or `~` around text to format it.

| Style         | How to write it   | Result            |
| ------------- | ----------------- | ----------------- |
| Bold          | `**bold**`        | **bold**          |
| Italic        | `_italic_`        | *italic*          |
| Strikethrough | `~strikethrough~` | ~~strikethrough~~ |

You can combine these. For example, write `**_bold and italic_**` to get ***bold and italic*** text.

You need to use HTML to write superscript and subscript text. That is, add `<sup>` or `<sub>` around your text.

| Text Size   | How to write it          | Result                 |
| ----------- | ------------------------ | ---------------------- |
| Superscript | `<sup>superscript</sup>` | <sup>superscript</sup> |
| Subscript   | `<sub>subscript</sub>`   | <sub>subscript</sub>   |

## Linking to Pages

You can add a link by wrapping text in `[]()`. You would write `[link to google](https://google.com)` to [link to google](https://google.com).

Links to pages in your docs need to be root-relative. Basically, you should include the entire folder path. For example, `[link to text](/writing-content/text)` links to the page "Text" in our components section.

Relative links like `[link to text](../text)` will open slower because we cannot optimize them as easily.

## Blockquotes

### Singleline

To create a blockquote, add a `>` in front of a paragraph.

> Dorothy followed her through many of the beautiful rooms in her castle.

```md  theme={null}
> Dorothy followed her through many of the beautiful rooms in her castle.
```

### Multiline

> Dorothy followed her through many of the beautiful rooms in her castle.
>
> The Witch bade her clean the pots and kettles and sweep the floor and keep the fire fed with wood.

```md  theme={null}
> Dorothy followed her through many of the beautiful rooms in her castle.
>
> The Witch bade her clean the pots and kettles and sweep the floor and keep the fire fed with wood.
```

### LaTeX

Mintlify supports [LaTeX](https://www.latex-project.org) through the Latex component.

<Latex>8 x (vk x H1 - H2) = (0,1)</Latex>

```md  theme={null}
<Latex>8 x (vk x H1 - H2) = (0,1)</Latex>
```


# Navigation
Source: https://docs.atomcommerce.io/essentials/navigation

The navigation field in docs.json defines the pages that go in the navigation menu

The navigation menu is the list of links on every website.

You will likely update `docs.json` every time you add a new page. Pages do not show up automatically.

## Navigation syntax

Our navigation syntax is recursive which means you can make nested navigation groups. You don't need to include `.mdx` in page names.

<CodeGroup>
  ```json Regular Navigation theme={null}
  "navigation": {
    "tabs": [
      {
        "tab": "Docs",
        "groups": [
          {
            "group": "Getting Started",
            "pages": ["quickstart"]
          }
        ]
      }
    ]
  }
  ```

  ```json Nested Navigation theme={null}
  "navigation": {
    "tabs": [
      {
        "tab": "Docs",
        "groups": [
          {
            "group": "Getting Started",
            "pages": [
              "quickstart",
              {
                "group": "Nested Reference Pages",
                "pages": ["nested-reference-page"]
              }
            ]
          }
        ]
      }
    ]
  }
  ```
</CodeGroup>

## Folders

Simply put your MDX files in folders and update the paths in `docs.json`.

For example, to have a page at `https://yoursite.com/your-folder/your-page` you would make a folder called `your-folder` containing an MDX file called `your-page.mdx`.

<Warning>
  You cannot use `api` for the name of a folder unless you nest it inside another folder. Mintlify uses Next.js which reserves the top-level `api` folder for internal server calls. A folder name such as `api-reference` would be accepted.
</Warning>

```json Navigation With Folder theme={null}
"navigation": {
  "tabs": [
    {
      "tab": "Docs",
      "groups": [
        {
          "group": "Group Name",
          "pages": ["your-folder/your-page"]
        }
      ]
    }
  ]
}
```

## Hidden Pages

MDX files not included in `docs.json` will not show up in the sidebar but are accessible through the search bar and by linking directly to them.


# Reusable Snippets
Source: https://docs.atomcommerce.io/essentials/reusable-snippets

Reusable, custom snippets to keep content in sync

One of the core principles of software development is DRY (Don't Repeat
Yourself). This is a principle that apply to documentation as
well. If you find yourself repeating the same content in multiple places, you
should consider creating a custom snippet to keep your content in sync.

## Creating a custom snippet

**Pre-condition**: You must create your snippet file in the `snippets` directory.

<Note>
  Any page in the `snippets` directory will be treated as a snippet and will not
  be rendered into a standalone page. If you want to create a standalone page
  from the snippet, import the snippet into another file and call it as a
  component.
</Note>

### Default export

1. Add content to your snippet file that you want to re-use across multiple
   locations. Optionally, you can add variables that can be filled in via props
   when you import the snippet.

```mdx snippets/my-snippet.mdx theme={null}
Hello world! This is my content I want to reuse across pages. My keyword of the
day is {word}.
```

<Warning>
  The content that you want to reuse must be inside the `snippets` directory in
  order for the import to work.
</Warning>

2. Import the snippet into your destination file.

```mdx destination-file.mdx theme={null}
---
title: My title
description: My Description
---

import MySnippet from '/snippets/path/to/my-snippet.mdx';

## Header

Lorem impsum dolor sit amet.

<MySnippet word="bananas" />
```

### Reusable variables

1. Export a variable from your snippet file:

```mdx snippets/path/to/custom-variables.mdx theme={null}
export const myName = 'my name';

export const myObject = { fruit: 'strawberries' };
```

2. Import the snippet from your destination file and use the variable:

```mdx destination-file.mdx theme={null}
---
title: My title
description: My Description
---

import { myName, myObject } from '/snippets/path/to/custom-variables.mdx';

Hello, my name is {myName} and I like {myObject.fruit}.
```

### Reusable components

1. Inside your snippet file, create a component that takes in props by exporting
   your component in the form of an arrow function.

```mdx snippets/custom-component.mdx theme={null}
export const MyComponent = ({ title }) => (
  <div>
    <h1>{title}</h1>
    <p>... snippet content ...</p>
  </div>
);
```

<Warning>
  MDX does not compile inside the body of an arrow function. Stick to HTML
  syntax when you can or use a default export if you need to use MDX.
</Warning>

2. Import the snippet into your destination file and pass in the props

```mdx destination-file.mdx theme={null}
---
title: My title
description: My Description
---

import { MyComponent } from '/snippets/custom-component.mdx';

Lorem ipsum dolor sit amet.

<MyComponent title={'Custom title'} />
```


# Global Settings
Source: https://docs.atomcommerce.io/essentials/settings

Mintlify gives you complete control over the look and feel of your documentation using the docs.json file

Every Mintlify site needs a `docs.json` file with the core configuration settings. Learn more about the [properties](#properties) below.

## Properties

<ResponseField name="name" type="string" required>
  Name of your project. Used for the global title.

  Example: `mintlify`
</ResponseField>

<ResponseField name="navigation" type="Navigation[]" required>
  An array of groups with all the pages within that group

  <Expandable title="Navigation">
    <ResponseField name="group" type="string">
      The name of the group.

      Example: `Settings`
    </ResponseField>

    <ResponseField name="pages" type="string[]">
      The relative paths to the markdown files that will serve as pages.

      Example: `["customization", "page"]`
    </ResponseField>
  </Expandable>
</ResponseField>

<ResponseField name="logo" type="string or object">
  Path to logo image or object with path to "light" and "dark" mode logo images

  <Expandable title="Logo">
    <ResponseField name="light" type="string">
      Path to the logo in light mode
    </ResponseField>

    <ResponseField name="dark" type="string">
      Path to the logo in dark mode
    </ResponseField>

    <ResponseField name="href" type="string" default="/">
      Where clicking on the logo links you to
    </ResponseField>
  </Expandable>
</ResponseField>

<ResponseField name="favicon" type="string">
  Path to the favicon image
</ResponseField>

<ResponseField name="colors" type="Colors">
  Hex color codes for your global theme

  <Expandable title="Colors">
    <ResponseField name="primary" type="string" required>
      The primary color. Used for most often for highlighted content, section
      headers, accents, in light mode
    </ResponseField>

    <ResponseField name="light" type="string">
      The primary color for dark mode. Used for most often for highlighted
      content, section headers, accents, in dark mode
    </ResponseField>

    <ResponseField name="dark" type="string">
      The primary color for important buttons
    </ResponseField>

    <ResponseField name="background" type="object">
      The color of the background in both light and dark mode

      <Expandable title="Object">
        <ResponseField name="light" type="string" required>
          The hex color code of the background in light mode
        </ResponseField>

        <ResponseField name="dark" type="string" required>
          The hex color code of the background in dark mode
        </ResponseField>
      </Expandable>
    </ResponseField>
  </Expandable>
</ResponseField>

<ResponseField name="topbarLinks" type="TopbarLink[]">
  Array of `name`s and `url`s of links you want to include in the topbar

  <Expandable title="TopbarLink">
    <ResponseField name="name" type="string">
      The name of the button.

      Example: `Contact us`
    </ResponseField>

    <ResponseField name="url" type="string">
      The url once you click on the button. Example: `https://mintlify.com/docs`
    </ResponseField>
  </Expandable>
</ResponseField>

<ResponseField name="topbarCtaButton" type="Call to Action">
  <Expandable title="Topbar Call to Action">
    <ResponseField name="type" type={'"link" or "github"'} default="link">
      Link shows a button. GitHub shows the repo information at the url provided including the number of GitHub stars.
    </ResponseField>

    <ResponseField name="url" type="string">
      If `link`: What the button links to.

      If `github`: Link to the repository to load GitHub information from.
    </ResponseField>

    <ResponseField name="name" type="string">
      Text inside the button. Only required if `type` is a `link`.
    </ResponseField>
  </Expandable>
</ResponseField>

<ResponseField name="versions" type="string[]">
  Array of version names. Only use this if you want to show different versions
  of docs with a dropdown in the navigation bar.
</ResponseField>

<ResponseField name="anchors" type="Anchor[]">
  An array of the anchors, includes the `icon`, `color`, and `url`.

  <Expandable title="Anchor">
    <ResponseField name="icon" type="string">
      The [Font Awesome](https://fontawesome.com/search?q=heart) icon used to feature the anchor.

      Example: `comments`
    </ResponseField>

    <ResponseField name="name" type="string">
      The name of the anchor label.

      Example: `Community`
    </ResponseField>

    <ResponseField name="url" type="string">
      The start of the URL that marks what pages go in the anchor. Generally, this is the name of the folder you put your pages in.
    </ResponseField>

    <ResponseField name="color" type="string">
      The hex color of the anchor icon background. Can also be a gradient if you pass an object with the properties `from` and `to` that are each a hex color.
    </ResponseField>

    <ResponseField name="version" type="string">
      Used if you want to hide an anchor until the correct docs version is selected.
    </ResponseField>

    <ResponseField name="isDefaultHidden" type="boolean" default="false">
      Pass `true` if you want to hide the anchor until you directly link someone to docs inside it.
    </ResponseField>

    <ResponseField name="iconType" default="duotone" type="string">
      One of: "brands", "duotone", "light", "sharp-solid", "solid", or "thin"
    </ResponseField>
  </Expandable>
</ResponseField>

<ResponseField name="topAnchor" type="Object">
  Override the default configurations for the top-most anchor.

  <Expandable title="Object">
    <ResponseField name="name" default="Documentation" type="string">
      The name of the top-most anchor
    </ResponseField>

    <ResponseField name="icon" default="book-open" type="string">
      Font Awesome icon.
    </ResponseField>

    <ResponseField name="iconType" default="duotone" type="string">
      One of: "brands", "duotone", "light", "sharp-solid", "solid", or "thin"
    </ResponseField>
  </Expandable>
</ResponseField>

<ResponseField name="tabs" type="Tabs[]">
  An array of navigational tabs.

  <Expandable title="Tabs">
    <ResponseField name="name" type="string">
      The name of the tab label.
    </ResponseField>

    <ResponseField name="url" type="string">
      The start of the URL that marks what pages go in the tab. Generally, this
      is the name of the folder you put your pages in.
    </ResponseField>
  </Expandable>
</ResponseField>

<ResponseField name="api" type="API">
  Configuration for API settings.

  <Expandable title="API">
    <ResponseField name="baseUrl" type="string">
      The base url for all API endpoints. If `baseUrl` is an array, it will enable for multiple base url
      options that the user can toggle.
    </ResponseField>

    <ResponseField name="auth" type="Auth">
      <Expandable title="Auth">
        <ResponseField name="method" type="&#x22;bearer&#x22; | &#x22;basic&#x22; | &#x22;key&#x22;">
          The authentication strategy used for all API endpoints.
        </ResponseField>

        <ResponseField name="name" type="string">
          The name of the authentication parameter used in the API playground.

          If method is `basic`, the format should be `[usernameName]:[passwordName]`
        </ResponseField>

        <ResponseField name="inputPrefix" type="string">
          The default value that's designed to be a prefix for the authentication input field.

          E.g. If an `inputPrefix` of `AuthKey` would inherit the default input result of the authentication field as `AuthKey`.
        </ResponseField>
      </Expandable>
    </ResponseField>

    <ResponseField name="playground" type="Playground">
      Configurations for the API playground

      <Expandable title="Playground">
        <ResponseField name="mode" default="show" type="&#x22;show&#x22; | &#x22;simple&#x22; | &#x22;hide&#x22;">
          Whether the playground is showing, hidden, or only displaying the endpoint with no added user interactivity `simple`

          Learn more about API configuration
        </ResponseField>
      </Expandable>
    </ResponseField>

    <ResponseField name="maintainOrder" type="boolean">
      Enabling this flag ensures that key ordering in OpenAPI pages matches the key ordering defined in the OpenAPI file.

      <Warning>This behavior will soon be enabled by default, at which point this field will be deprecated.</Warning>
    </ResponseField>
  </Expandable>
</ResponseField>

<ResponseField name="openapi" type="string | string[]">
  A string or an array of strings of URL(s) or relative path(s) pointing to your
  OpenAPI file.

  Examples:

  <CodeGroup>
    ```json Absolute theme={null}
    "openapi": "https://example.com/openapi.json"
    ```

    ```json Relative theme={null}
    "openapi": "/openapi.json"
    ```

    ```json Multiple theme={null}
    "openapi": ["https://example.com/openapi1.json", "/openapi2.json", "/openapi3.json"]
    ```
  </CodeGroup>
</ResponseField>

<ResponseField name="footerSocials" type="FooterSocials">
  An object of social media accounts where the key:property pair represents the social media platform and the account url.

  Example:

  ```json  theme={null}
  {
    "x": "https://x.com/mintlify",
    "website": "https://mintlify.com"
  }
  ```

  <Expandable title="FooterSocials">
    <ResponseField name="[key]" type="string">
      One of the following values `website`, `facebook`, `x`, `discord`, `slack`, `github`, `linkedin`, `instagram`, `hacker-news`

      Example: `x`
    </ResponseField>

    <ResponseField name="property" type="string">
      The URL to the social platform.

      Example: `https://x.com/mintlify`
    </ResponseField>
  </Expandable>
</ResponseField>

<ResponseField name="feedback" type="Feedback">
  Configurations to enable feedback buttons

  <Expandable title="Feedback">
    <ResponseField name="suggestEdit" type="boolean" default="false">
      Enables a button to allow users to suggest edits via pull requests
    </ResponseField>

    <ResponseField name="raiseIssue" type="boolean" default="false">
      Enables a button to allow users to raise an issue about the documentation
    </ResponseField>
  </Expandable>
</ResponseField>

<ResponseField name="modeToggle" type="ModeToggle">
  Customize the dark mode toggle.

  <Expandable title="ModeToggle">
    <ResponseField name="default" type={'"light" or "dark"'}>
      Set if you always want to show light or dark mode for new users. When not
      set, we default to the same mode as the user's operating system.
    </ResponseField>

    <ResponseField name="isHidden" type="boolean" default="false">
      Set to true to hide the dark/light mode toggle. You can combine `isHidden` with `default` to force your docs to only use light or dark mode. For example:

      <CodeGroup>
        ```json Only Dark Mode theme={null}
        "modeToggle": {
          "default": "dark",
          "isHidden": true
        }
        ```

        ```json Only Light Mode theme={null}
        "modeToggle": {
          "default": "light",
          "isHidden": true
        }
        ```
      </CodeGroup>
    </ResponseField>
  </Expandable>
</ResponseField>

<ResponseField name="backgroundImage" type="string">
  A background image to be displayed behind every page. See example with
  [Infisical](https://infisical.com/docs) and [FRPC](https://frpc.io).
</ResponseField>


# Enable the Shopify Checkout Extension
Source: https://docs.atomcommerce.io/fulfillment/checkout-extension

Learn how to enable the Atom Commerce Checkout Extension so discounts can be limited to specific fulfillment methods (e.g. shipping vs. local pickup).

# Shopify Checkout Extension Setup

The **Atom Checkout Extension** allows you to exclude some **fulfillment methods** from being eligible for discounts.\
For example, you can configure an offer to apply for **standard shipping**, but exclude **local pickup**.

<info>
  Note: This extension adds no visible UI components to checkout — it only enables Atom Commerce to control when discounts apply based on the customer’s chosen fulfillment method.
</info>

## Steps to Enable

<Steps>
  <Step title="Go to Shopify Checkout Settings">
    1. From your Shopify admin, navigate to **Settings → Checkout**.

       <img src="https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step1.png?fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=f63ae7d95c4ecab2597b59482c2bb9d3" alt="Step 1" data-og-width="449" width="449" data-og-height="223" height="223" data-path="images/checkout-extension-step1.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step1.png?w=280&fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=08607ea50d47e8b6b0147ac61c50ce72 280w, https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step1.png?w=560&fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=1fad67a94944c3b5868150fee94c3120 560w, https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step1.png?w=840&fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=bdba7f8eaa4e096c780aac36cbd98a6a 840w, https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step1.png?w=1100&fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=c04a038f80a5523d7c0bf802bd02a561 1100w, https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step1.png?w=1650&fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=c7e15f6dd27b268ff1532502c215cb3a 1650w, https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step1.png?w=2500&fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=d214f623761c34533c265d2e758f1910 2500w" />
  </Step>

  <Step title="Open the Checkout Editor">
    2. Click **Customize** to open the checkout customization screen.

       <img src="https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step2.png?fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=d35706c27d259b1bd457465ef519c27d" alt="Step 2" data-og-width="1052" width="1052" data-og-height="360" height="360" data-path="images/checkout-extension-step2.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step2.png?w=280&fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=e03f364533e5537f813b3d916b0436d7 280w, https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step2.png?w=560&fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=592cf4c6fcb1fa755452371495ea7bd1 560w, https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step2.png?w=840&fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=8b49c75d78569b315d7189036f8f36a8 840w, https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step2.png?w=1100&fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=384cd4abee6eca59afaa05de09230b00 1100w, https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step2.png?w=1650&fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=be8db3337df6dd011bba1e15083b43bc 1650w, https://mintcdn.com/atomcommerce/Qdf55X3VaKcwOMVo/images/checkout-extension-step2.png?w=2500&fit=max&auto=format&n=Qdf55X3VaKcwOMVo&q=85&s=94783048d6900ec9671ce3d0353c519e 2500w" />
  </Step>

  <Step title="Choose the Apps Tab">
    3. In the left sidebar, select **Apps**.
    4. Make sure the **All** tab is selected to see all available extensions.

       <img src="https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step3.png?fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=44ebe99f5834a436e6e476639ac30a77" alt="Step 3 - Choose the Apps Tab" title="Step 3 - Choose the Apps Tab" className="mr-auto" data-og-width="734" width="734" data-og-height="976" height="976" data-path="images/checkout-extension-step3.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step3.png?w=280&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=1a9a6acac561960e76cb2933107809e0 280w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step3.png?w=560&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=8638bfaa31c29a7cb468f7c5db6e088f 560w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step3.png?w=840&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=a332d1332398403a704e0f3c2d8f64a0 840w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step3.png?w=1100&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=8d8c483d7e475c8c8de1042afb19b67c 1100w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step3.png?w=1650&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=26a55f2dde378ce785c35d8b200fc605 1650w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step3.png?w=2500&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=3b6f2bc2deb4dd9f631e34b0d807ee71 2500w" />
  </Step>

  <Step title="Add the Atom Checkout Extension">
    5. Locate **atom-checkout-delivery** and click the **(+)** icon to add it to Checkout.

       <img src="https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step4.png?fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=f2fe8939b90e47c34f999791f6daec96" alt="Step 4" data-og-width="194" width="194" data-og-height="73" height="73" data-path="images/checkout-extension-step4.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step4.png?w=280&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=1f0c6feb06e6e2d42e4f67c12cdc1d30 280w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step4.png?w=560&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=7e8cd93d8a910f417fdb1912d3f5f125 560w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step4.png?w=840&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=4e4c7d2b919f422916e4516b2fa1ccf2 840w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step4.png?w=1100&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=2db39a713d02ad7c011f4083ecfab7ef 1100w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step4.png?w=1650&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=38ce93dd44b836d3db3c84f7405a8ad5 1650w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step4.png?w=2500&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=9e92e64d27e288abdbbb5f2df28a1f76 2500w" />
  </Step>

  <Step title="Confirm Placement">
    6. The extension will appear at the top of the page. It has **no visible elements**, so its position does not matter.

       <img src="https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step5.png?fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=d8f3a75834bdd2096111a546fb53b8d0" alt="Step 5" data-og-width="609" width="609" data-og-height="307" height="307" data-path="images/checkout-extension-step5.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step5.png?w=280&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=57b8cf296fd5ffcb0603a1a9bebf7910 280w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step5.png?w=560&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=d0af8b32eb0e5c236b319caedc541d14 560w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step5.png?w=840&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=44d58d1e96742d705711d930a7442daf 840w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step5.png?w=1100&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=1fc1ca32e2a62a26ff53fb9a8f73af4e 1100w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step5.png?w=1650&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=43c13a1fcc49f5f159a2cac1485ccc47 1650w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step5.png?w=2500&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=b0a6e322ce06fdbfac5f886a4222214e 2500w" />
  </Step>

  <Step title="Save Your Checkout">
    7. Finally, click the **Save** button in the checkout editor to publish your changes.

       <img src="https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step6.png?fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=aaf982e64631dd1e3066e76cfd688e62" alt="Step 6" data-og-width="1050" width="1050" data-og-height="165" height="165" data-path="images/checkout-extension-step6.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step6.png?w=280&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=02f8af2d1216b54aef4869014857ba1e 280w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step6.png?w=560&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=0cc688b5975d5c1c012c72a03ae50243 560w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step6.png?w=840&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=6b102462d8f1ff34e52fd32cfe3d7eba 840w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step6.png?w=1100&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=7ba7615fb777ee39d3fc28cf00668825 1100w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step6.png?w=1650&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=3088b3a1cc4e86445e2de1853e9835e9 1650w, https://mintcdn.com/atomcommerce/eeBgceIUudWsB5Fi/images/checkout-extension-step6.png?w=2500&fit=max&auto=format&n=eeBgceIUudWsB5Fi&q=85&s=f295f70e0d5a6ef58c6e53c2ce5b72d7 2500w" />
  </Step>
</Steps>

## Example Use Case

* **Allowed**: Apply a discount when the customer selects *Standard Shipping*.
* **Not Allowed**: Prevent the same discount from applying when the customer selects *Local Pickup*.

This ensures discounts are only used with the fulfillment methods you intend, protecting margins and keeping promotional rules consistent.

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="The discount does not appear at checkout">
    Make sure the checkout extension is **installed and saved** in Shopify. Without it, Atom Commerce cannot evaluate fulfillment method conditions.
  </Accordion>

  <Accordion title="The extension doesn’t show any visible block">
    This is expected. The extension only runs logic behind the scenes and does not render UI in checkout.
  </Accordion>

  <Accordion title="Changes aren’t taking effect">
    Double-check that you clicked **Save** in the checkout editor after enabling the extension. Also, if you just enabled your discount, be sure to make a change to items in your cart to ensure the discount is applied.
  </Accordion>
</AccordionGroup>


# Fulfillment Type Exclusions
Source: https://docs.atomcommerce.io/fulfillment/overview

Exclude specific fulfillment methods from discounts, such as pickup in store or local delivery.

# Fulfillment Type Exclusions

On the right-hand side of every discount configuration page, you’ll find a section called **Fulfillment Types**.

By default, **all fulfillment methods** are supported.\
If you want to **exclude certain fulfillment methods** from receiving discounts, you can configure it here.

*The Fulfillment Types section appears on the right side of every discount configuration page, showing checkboxes for different fulfillment methods.*

***

## Requirements

<Callout type="warning">
  The **Fulfillment Type Exclusions** feature is only available for merchants on **Shopify Plus**.
</Callout>

To enable this feature, you must also set up the **Atom Checkout Extension** in Shopify.\
Without the extension, exclusions cannot be enforced at checkout.

See [Checkout Extension Setup](/fulfillment/checkout-extension) for full setup instructions.

***

## How It Works

* If **no fulfillment types are selected**, the discount applies to **all methods**.
* If you **deselect a fulfillment type**, the discount will **not apply** to that method.
* This makes it easy to exclude specific channels (like *Pickup in Store*) while keeping others eligible.

<Callout type="info">
  Fulfillment Type Exclusions let you fine-tune where discounts apply, ensuring promotions only impact the channels you want.
</Callout>

***

## Example

In this example, **Pickup in Store** is left **unchecked**, while **Shipping** and **Local Delivery** remain selected:

*The fulfillment types selection modal shows checkboxes for Shipping, Local Delivery, Pickup in Store, Shipping to Pickup Points, and None (for digital products).*

* ✅ **Shipping** — discount is valid.
* ✅ **Local Delivery** — discount is valid.
* ❌ **Pickup in Store** — excluded, discount will **not** apply.

***

## Available Fulfillment Types

* **Shipping** — Standard shipping methods.
* **Pickup in Store** — Local pickup at a retail location.
* **Local Delivery** — Hand-delivered by staff or courier.
* **Shipping to Pickup Points** — Delivery to lockers or pickup points.
* **None** — Non-physical items (e.g. digital products).

***

## Common Use Cases

* Exclude **in-store pickup** when a promotion is intended only for shipped orders.
* Encourage adoption of **local delivery** by excluding other fulfillment methods.
* Ensure **digital products** aren’t discounted by offers intended for physical inventory.

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="My discount applies to all methods even though I excluded some">
    Double-check that you clicked **Save** after selecting fulfillment types. If no types are saved, the default is "all".
  </Accordion>

  <Accordion title="Excluded types still show discounts at checkout">
    Ensure that the **Checkout Extension** is enabled in Shopify settings. Without it, Atom Commerce cannot enforce fulfillment type exclusions during checkout.

    <br />

    See [Checkout Extension Setup](/fulfillment/checkout-extension) for details.
  </Accordion>
</AccordionGroup>


# Dashboard Overview
Source: https://docs.atomcommerce.io/getting-started/dashboard

Learn about the Atom Commerce dashboard and how to interpret key performance metrics and promotional activity data.

# Dashboard Overview

The Atom Commerce dashboard provides a comprehensive view of your store's performance and promotional activities. This guide explains the key elements of your dashboard and how to interpret them.

## Dashboard Layout

The main dashboard is organized into several sections:

1. **Navigation Bar**: Access all main features of Atom Commerce
2. **Performance Summary**: Key metrics at a glance
3. **Active Offers**: Currently running promotions
4. **Recent Transactions**: Latest orders with promotion usage
5. **Revenue Statistics**: Charts showing sales and discount impact
6. **Scheduled Offers**: Upcoming promotions on a calendar view

## Key Performance Metrics

Your dashboard highlights several important metrics:

* **Revenue Impact**: How your promotions are affecting total revenue
* **Offer Usage**: Number of times your offers have been applied
* **Average Order Value**: Average purchase amount with promotions
* **Conversion Rate**: Percentage of visitors who purchase using offers

## Customizing Your View

You can customize your dashboard view:

1. Click the "Customize" button in the top right corner
2. Drag and drop widgets to rearrange them
3. Add or remove metrics based on your preferences
4. Set your preferred date range for data display

## Dashboard Widgets

Each widget on your dashboard serves a specific purpose:

* **Revenue Chart**: Visual representation of sales over time
* **Offer Performance**: Comparison of different offer types
* **Customer Segments**: Breakdown of which customer groups are using offers
* **Calendar View**: Timeline of scheduled promotional activities

## Next Steps

Now that you understand your dashboard:

* Learn about [Navigating the Interface](/getting-started/navigation) to access all features
* Explore [Creating Offers](/offers/creating-offers) to start driving sales


# LLM-Friendly Documentation
Source: https://docs.atomcommerce.io/getting-started/llm-documentation

Learn how to access Atom Commerce documentation in LLM-friendly formats including MCP server and text formats

## LLM-Friendly Docs

The Atom Commerce documentation is available in multiple LLM-friendly formats:

### MCP Server

The Atom Commerce docs are accessible via MCP! The server URL is `https://docs.atomcommerce.io/mcp`.

You can use the Atom Commerce MCP server to search and query our documentation directly from your LLM applications.

### Text Formats

The docs are also available in [llms.txt format](https://llmstxt.org/):

* [llms.txt](https://docs.atomcommerce.io/llms.txt) - A sitemap listing all documentation pages
* [llms-full.txt](https://docs.atomcommerce.io/llms-full.txt) - The entire documentation in one file (may exceed context windows)

Any page can be accessed as markdown by appending `.md` to the URL. For example, this page becomes `https://docs.atomcommerce.io/getting-started/llm-documentation.md`.


# Navigating the Interface
Source: https://docs.atomcommerce.io/getting-started/navigation

Learn how to navigate the Atom Commerce interface efficiently, including main navigation sections and keyboard shortcuts.

# Navigating the Interface

This guide will help you understand how to navigate the Atom Commerce interface efficiently.

## Interface Overview

The Atom Commerce interface is designed to be intuitive and easy to navigate. Here are the key areas:

1. **Main Navigation**: Located on the left side of the screen, this menu provides access to all major sections of the application
2. **Top Bar**: Contains quick access to account settings, notifications, and help resources
3. **Content Area**: The main workspace where you'll interact with data and tools
4. **Action Bar**: Contains contextual actions relevant to your current view

## Main Navigation Sections

* **Dashboard**: Overview of your store's performance and key metrics
* **Offers**: Create and manage promotional offers
* **Campaigns**: Organize your marketing initiatives
* **Customers**: Access customer data and segmentation tools
* **Products**: View and manage your product catalog
* **Analytics**: In-depth reporting and data analysis
* **Settings**: Configure your account and store preferences

## Keyboard Shortcuts

For power users, Atom Commerce offers several keyboard shortcuts to navigate quickly:

* `D` - Go to Dashboard
* `O` - Go to Offers
* `C` - Go to Campaigns
* `S` - Open Search
* `?` - Show all keyboard shortcuts

## Customizing Your View

You can personalize your experience by:

1. Collapsing the side navigation to increase workspace
2. Adjusting the display density in Settings
3. Setting your default landing page

## Next Steps

Now that you understand the navigation:

* Explore the [Dashboard Overview](/getting-started/dashboard) to understand key metrics
* Start [Creating Offers](/offers/creating-offers) to boost your sales


# null
Source: https://docs.atomcommerce.io/getting-started/setup



# First-Time Setup

This guide will walk you through the initial setup process for your Atom Commerce account.

<Tabs>
  <Tab title="Shopify Merchants">
    ## Overview

    To get started with Atom Commerce on Shopify, follow these steps:

    1. **Install the Atom Commerce app for Shopify**
       Go to [Atom Commerce Connector on Shopify App Store](https://apps.shopify.com/atom-commerce-connector) and click **Add app**.
    2. **Complete the onboarding survey and getting started page**
       After installation, you'll be directed to a short survey and a getting started page. You can use our built-in AI chat system if you need help.
    3. **Enable the Shopify App Embed**
       This is the most important step! Enabling the App Embed allows our discount engine to apply discounts to your store. Follow the prompts on the getting started page to turn this on, or just ask our AI assistant for help!
    4. **Accessing Atom Commerce after installation**
       <Tip>Once installed, Atom Commerce will always be available under the **Apps** menu in your Shopify Admin.</Tip> Click **Atom Commerce Connector** to open your Atom Commerce Dashboard.

    ## Next Steps

    Once your store is connected and basic settings are configured, you're ready to Start [Creating Offers](/offers/creating-offers)
  </Tab>

  <Tab title="Custom Implementations">
    ## Accessing Your Dashboard

    After signing up for Atom Commerce, you'll receive an email with your login credentials and a link to access your dashboard.

    ## API Integration

    To integrate Atom Commerce with your custom storefront or backend:

    1. From your dashboard, navigate to "Settings"
    2. Select "API Access"
    3. Generate an API key and secret
    4. Follow the [API documentation](/api-reference/introduction) to connect your application

    ## Initial Configuration

    After setting up API access, configure your integration:

    1. **Application Settings**: Set your environment variables and endpoints
    2. **User Preferences**: Set your timezone and notification preferences
    3. **Team Access**: Invite team members if needed

    ## Next Steps

    Once your API integration is configured, you're ready to:

    * Start [Creating Offers](/offers/creating-offers)
    * Explore your [Dashboard Overview](/getting-started/dashboard)
    * Review the [API Reference](/api-reference/introduction)
  </Tab>
</Tabs>


# Glossary
Source: https://docs.atomcommerce.io/glossary

Definitions of key terms used throughout the Atom Commerce platform and documentation.

# Glossary

This glossary defines key terms used throughout the Atom Commerce platform and this user guide.

## A

**Active Offer**\
A promotion that is currently running and available to customers.

**Average Order Value (AOV)**\
The average amount spent each time a customer places an order.

## B

**Bundle**\
A type of offer where multiple products are sold together at a discounted price.

**Buy X Get Y (BXGY)**\
A promotion type where customers receive a free or discounted item Y when they purchase a specific product or quantity X.

## C

**Campaign**\
A group of related offers organized around a specific marketing initiative or time period.

**Conversion Rate**\
The percentage of store visitors who complete a purchase.

**Customer Segment**\
A defined group of customers who share common characteristics or behaviors.

## D

**Discount**\
A reduction in price, which can be a fixed amount or a percentage.

**Dashboard**\
The main control panel of Atom Commerce showing key metrics and performance data.

## G

**Gift With Purchase (GWP)**\
A promotion type where customers receive a free item when certain conditions are met, like a minimum purchase amount.

## O

**Offer**\
A promotional rule that provides discounts or other incentives to customers.

**Order Value**\
The total monetary amount of an individual customer order.

## P

**Promotion**\
A marketing activity designed to increase sales or customer engagement.

## R

**Revenue Impact**\
The effect a promotional offer has on overall sales revenue.

**ROI (Return on Investment)**\
A measure of the profitability of a promotion relative to its cost.

## S

**Scheduled Offer**\
A promotion that is set to begin at a future date.

**Shipping Discount**\
A promotion that reduces or eliminates shipping costs.

## T

**Tiered Pricing**\
A pricing structure where the price per unit decreases as the quantity purchased increases.

## V

**Volume Discount**\
A reduction in price based on the quantity of items purchased.


# How to Create Bundle Discounts on Shopify with Atom Volume & Gift Discounts: Complete Merchant Guide
Source: https://docs.atomcommerce.io/guides/bundle-discounts

Master bundle discounts on Shopify with Atom Volume & Gift Discounts. Learn how to create product bundles, fixed-price offers, and advanced bundle strategies to increase average order value and boost sales.

# Boost Your Shopify Sales: Complete Guide to Bundle Discounts Using Atom Volume & Gift Discounts

## What Are Bundle Discounts & Why They Matter for Your Store

Bundle discounts are one of the most powerful **bundle discount strategies** for ecommerce merchants looking to increase average order value and move inventory faster. A **bundle discount** works by offering customers a discount or fixed price when they purchase a specific set of products together (like "shirt + pants + belt") or a specific quantity of items (like "5 t-shirts"). This **bundle promo** strategy encourages customers to buy more items while providing genuine value through curated product combinations.

**Bundle discounts** can increase your average order value by up to 30% and are particularly effective for introducing customers to new products while moving slower-selling inventory. Whether you're running a **product bundle discount**, **fixed-price bundle**, or **advanced bundle offer**, this comprehensive **bundle discounts guide** will show you exactly how to implement these powerful promotions using Atom Volume & Gift Discounts.

<CardGroup cols={1}>
  <Card title="🚀 Get Started with Atom Volume & Gift Discounts" icon="rocket" href="https://apps.shopify.com/atom-commerce-connector?utm_source=docs&utm_medium=bundle-guide&utm_campaign=bundle-discounts">
    **Install from the Shopify App Store** to begin creating bundle discounts today. Start with our free trial and see how bundle discounts can boost your sales!
  </Card>
</CardGroup>

## Table of Contents

<CardGroup cols={2}>
  <Card title="Bundle Types" icon="box">
    3 Types of Bundle Discounts (with Examples)
  </Card>

  <Card title="Setup Guide" icon="settings">
    How to Create Bundle Discounts in Atom Commerce
  </Card>

  <Card title="Strategies" icon="lightbulb">
    Bundle Discount Strategies & Use Cases
  </Card>

  <Card title="Best Practices" icon="check-circle">
    Best Practices for Bundle Discounts
  </Card>

  <Card title="Monitoring" icon="bar-chart">
    Monitoring, Optimization & Growth
  </Card>

  <Card title="Troubleshooting" icon="help-circle">
    Troubleshooting & FAQs
  </Card>
</CardGroup>

## Why Bundle Discounts Work

Bundle discounts leverage several psychological principles:

<CardGroup cols={2}>
  <Card title="Value Perception" icon="star">
    Customers feel they're getting a "deal" when items are bundled together
  </Card>

  <Card title="Convenience" icon="clock">
    Pre-selected bundles save customers decision-making time
  </Card>

  <Card title="Inventory Management" icon="package">
    Help move slower-selling items by pairing them with popular products
  </Card>

  <Card title="AOV Increase" icon="trending-up">
    Naturally encourage customers to buy more items
  </Card>
</CardGroup>

## Types of Bundle Discounts: Percentage, Fixed Price & Advanced Templates

Atom Volume & Gift Discounts offers three main **bundle discount templates** to suit different business needs. Learn more about [all offer types](/offers/offer-types) available in Atom Volume & Gift Discounts.

<CardGroup cols={3}>
  <Card title="Percentage or Amount Bundle" icon="percent">
    Percentage or fixed amount discounts on product bundles
  </Card>

  <Card title="Fixed Price Bundle" icon="dollar-sign">
    Offer entire bundles at a single, attractive price
  </Card>

  <Card title="Advanced Bundle" icon="settings">
    Complex scenarios with exclusions and advanced rules
  </Card>
</CardGroup>

<AccordionGroup>
  <Accordion title="Percentage or Amount Bundle">
    **How it works**: Customers receive a discount (percentage or dollar amount) when they purchase a specified quantity of items from selected collections.

    <Callout>
      **Example**: "Buy 3+ items from our Summer Collection to get 15% off"

      **Real Scenario**: Customer adds Tank Top (USD 25) + Shorts (USD 35) + Sunglasses (USD 20) = USD 80 total
      With 15% bundle discount: USD 68 total (saves USD 12)
    </Callout>

    <Tip>
      Best for encouraging customers to buy more items from the same collection with consistent savings.
    </Tip>
  </Accordion>

  <Accordion title="Fixed Price Bundle">
    **How it works**: Customers pay a flat rate for a bundle of products, regardless of individual item prices.

    <Callout>
      **Example**: "Complete Workwear Bundle: Shirt + Pants + Belt for USD 89.99 (regularly USD 125)"

      **Before & After Breakdown**:

      * Individual prices: Dress Shirt (USD 45) + Dress Pants (USD 55) + Belt (USD 25) = USD 125
      * Bundle price: USD 89.99
      * **Customer saves: USD 35.01 (28% discount)**
    </Callout>

    <Tip>
      Best for creating compelling value propositions with clear savings that customers can easily understand.
    </Tip>
  </Accordion>

  <Accordion title="Advanced Bundle">
    **How it works**: Full control over bundle conditions, including exclusions, on-sale item handling, and usage limits.

    <Callout>
      **Example**: "Buy 3+ items from our Professional Collection to get 20% off with a max use of once per order"

      **Real Scenario**: Customer adds Blazer (USD 80) + Dress Pants (USD 60) + Tie (USD 30) = USD 170
      With 20% advanced bundle discount: USD 136 (saves USD 34)
      Note: Excludes clearance items, limited to once per order
    </Callout>

    <Tip>
      Best for complex scenarios where you need precise control over exclusions, stacking rules, and usage limits.
    </Tip>
  </Accordion>
</AccordionGroup>

## Understanding Qualifiers and Targets

Bundle discounts in Atom Commerce work with two key concepts:

<CardGroup cols={2}>
  <Card title="Qualifiers" icon="filter">
    The items that trigger your bundle discount (what customers must buy)
  </Card>

  <Card title="Targets" icon="bullseye">
    The items that actually receive the discount (what gets discounted)
  </Card>
</CardGroup>

<Tip>
  In most bundle offers, the qualifiers and targets are the same items. For example, in "Buy 3 shirts, get 15% off," the 3 shirts are both the qualifiers (triggering the discount) and the targets (receiving the discount).
</Tip>

## Bundle vs Other Offer Types

**Bundles** are different from other Atom Commerce offer types:

<AccordionGroup>
  <Accordion title="vs Buy X Get Y">
    <CardGroup cols={2}>
      <Card title="Bundles" icon="box">
        Discount the same items you're buying

        <br />

        <br />

        **Example**: Buy 3 shirts, get 15% off the shirts
      </Card>

      <Card title="Buy X Get Y" icon="gift" href="/offers/offer-types#buy-x-get-y">
        Get a different item for free/discounted

        <br />

        <br />

        **Example**: Buy 2 shirts, get 1 scarf free
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="vs Buy More Save More">
    <CardGroup cols={2}>
      <Card title="Bundles" icon="box">
        About specific product combinations

        <br />

        <br />

        **Example**: Complete outfit bundle
      </Card>

      <Card title="Buy More Save More" icon="layers" href="/guides/buy-more-save-more">
        About quantity thresholds

        <br />

        <br />

        **Example**: Buy 3+ items, save 10%
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="vs Gift With Purchase">
    <CardGroup cols={2}>
      <Card title="Bundles" icon="box">
        About product sets

        <br />

        <br />

        **Example**: Shirt + Pants + Belt bundle
      </Card>

      <Card title="Gift With Purchase" icon="present" href="/guides/gift-with-purchase">
        Adds a free gift to qualifying orders

        <br />

        <br />

        **Example**: Spend \$100, get free tote bag
      </Card>
    </CardGroup>
  </Accordion>
</AccordionGroup>

## How to Create Bundle Discounts in Atom Commerce: Step-by-Step Setup Guide

<Tip>
  For a general overview of creating offers, see our [Creating Offers](/offers/creating-offers) guide.
</Tip>

<Steps>
  <Step title="Start a New Offer">
    1. Navigate to your Atom Commerce dashboard
    2. Click **Offers** in the left menu
    3. Click **Create New Offer** in the top right corner
  </Step>

  <Step title="Choose Your Offer Type">
    Select **Bundles** from the offer type options. This will give you access to:

    <CardGroup cols={3}>
      <Card title="Percentage or Amount Bundle" icon="percent">
        For discount-based bundles
      </Card>

      <Card title="Fixed Price Bundle" icon="dollar-sign">
        For set-price bundles
      </Card>

      <Card title="Advanced Bundle" icon="settings">
        For complex scenarios with exclusions
      </Card>
    </CardGroup>
  </Step>

  <Step title="Set the Basics">
    Give your offer a clear, compelling name that customers will see in their cart. This will be the discount name that appears during checkout.

    <Tip>
      Choose a name that clearly communicates the value, like "Summer Collection Bundle" or "Professional Attire Package"
    </Tip>
  </Step>

  <Step title="Schedule Your Offer">
    Set your start date/time and optionally an end date. Your offer will automatically activate and deactivate based on these settings.

    <Note>
      The start and end dates follow your browser's time zone. Plan promotions around peak shopping periods for maximum impact.
    </Note>
  </Step>

  <Step title="Choose How Customers Get the Discount">
    Decide how customers access the bundle discount:

    <CardGroup cols={3}>
      <Card title="Automatic" icon="zap">
        Applies automatically when conditions are met
      </Card>

      <Card title="Discount Code" icon="code">
        Customers enter a code at checkout
      </Card>

      <Card title="Coupon Batch" icon="gift" href="/coupons/distribution">
        Distribute via coupon codes
      </Card>
    </CardGroup>

    <Tip>
      **Automatic** is recommended for bundles as it provides the smoothest customer experience. Use **Discount Code** for campaigns and **Coupon Batch** for marketing distribution.
    </Tip>
  </Step>
</Steps>

<Steps>
  <Step title="Set Conditions (Qualifiers)">
    Choose which products or collections trigger your bundle discount:

    <CardGroup cols={3}>
      <Card title="All Products" icon="globe">
        Any products in your store qualify
      </Card>

      <Card title="Specific Products" icon="package">
        Choose individual products
      </Card>

      <Card title="Specific Collections" icon="folder">
        Target entire collections

        <br />

        <br />

        **Recommended for bundles**
      </Card>
    </CardGroup>

    Set the quantity requirements for your bundle (e.g., "Buy 3+ items from Summer Collection").
  </Step>

  <Step title="Define the Discount (Targets)">
    Configure how the discount applies:

    <AccordionGroup>
      <Accordion title="Percentage/Amount Bundles">
        <CardGroup cols={2}>
          <Card title="Amount Off" icon="dollar-sign">
            Choose **Amount off** and set the discount value

            <br />

            <br />

            **Example**: \$10 off
          </Card>

          <Card title="Percent Off" icon="percent">
            Choose **Percent off** and set the discount value

            <br />

            <br />

            **Example**: 15% off
          </Card>
        </CardGroup>
      </Accordion>

      <Accordion title="Fixed Price Bundles">
        <Callout>
          Set the **Bundle Price** (e.g., USD 89.99) and choose **Fixed Price** mode
        </Callout>
      </Accordion>

      <Accordion title="Advanced Options">
        <CardGroup cols={2}>
          <Card title="On Sale Item Discounts" icon="tag">
            Choose whether to allow additional discounting on already on-sale items
          </Card>

          <Card title="Discount Strategy" icon="target">
            Apply to highest priced items first or lowest priced items first
          </Card>
        </CardGroup>
      </Accordion>
    </AccordionGroup>
  </Step>

  <Step title="Set Usage Limits (Optional)">
    <CardGroup cols={2}>
      <Card title="Multiple Uses" icon="repeat">
        **Allow multiple uses per order**: Let customers use the offer multiple times

        <br />

        <br />

        **Max Uses Per Order**: Set limit (e.g., 10)
      </Card>

      <Card title="Customer Limits" icon="user">
        **Once per shopper**: Limit to one use per customer

        <br />

        <br />

        **Total usage limit**: Set overall usage cap across all customers
      </Card>
    </CardGroup>
  </Step>

  <Step title="Configure Advanced Settings (Optional)">
    <CardGroup cols={2}>
      <Card title="Priority" icon="arrow-up" href="/offers/priority-and-stacking">
        Control application order when multiple offers apply
      </Card>

      <Card title="Channels/Stores" icon="store" href="/channels/managing">
        Limit to specific sales channels
      </Card>

      <Card title="Fulfillment Types" icon="truck" href="/fulfillment/overview">
        Target specific delivery methods
      </Card>

      <Card title="Budget" icon="credit-card" href="/budgets/overview">
        Set spending limits for the offer
      </Card>
    </CardGroup>
  </Step>

  <Step title="Review and Save">
    Double-check your settings and click **Save Offer**. Your offer will appear in your Offers dashboard where you can activate it when ready.

    <Callout>
      You can always come back and make changes later if you need to!
    </Callout>
  </Step>
</Steps>

## Bundle Discount Strategies & Marketing Use Cases by Industry

<CardGroup cols={3}>
  <Card title="Complementary Products" icon="link">
    **Strategy**: Bundle items that naturally go together

    **Example**: "Complete Workwear Bundle: Dress Shirt + Dress Pants + Belt + Dress Shoes for USD 199 (regularly USD 280)"

    **Benefit**: Increases perceived value while moving accessories
  </Card>

  <Card title="Seasonal Bundles" icon="calendar">
    **Strategy**: Create themed bundles for holidays/seasons

    **Example**: "Summer Essentials Bundle: Tank Top + Shorts + Sunglasses + Sun Hat for USD 65"

    **Benefit**: Capitalizes on seasonal demand, creates urgency
  </Card>

  <Card title="Clearance Bundles" icon="tag">
    **Strategy**: Bundle slow-moving items with popular products

    **Example**: "Bundle: 2 bestselling dresses + 1 clearance accessory for USD 120"

    **Benefit**: Moves old inventory while maintaining margins
  </Card>
</CardGroup>

## Best Practices for Bundle Discounts

### Bundle Composition

<CardGroup cols={3}>
  <Card title="Mix Price Points" icon="layers">
    Include both high and low-value items to appeal to different customer segments
  </Card>

  <Card title="Ensure Compatibility" icon="check-circle">
    Bundle items that make sense together and solve a common need
  </Card>

  <Card title="Test Combinations" icon="bar-chart">
    Use analytics to find optimal bundle mixes that drive the most sales
  </Card>
</CardGroup>

<Tip>
  **Pro Tip**: Use Atom Volume & Gift Discounts' [Offer Optimizations](/optimizations/overview) to automatically test different bundle combinations and find the most effective product mixes for your customers. The system uses AI-driven personalization to show each customer the bundle offer most likely to convert.
</Tip>

### Pricing Strategy

<CardGroup cols={3}>
  <Card title="Maintain Margins" icon="dollar-sign">
    Ensure bundle pricing preserves profitability while offering value
  </Card>

  <Card title="Create Urgency" icon="clock">
    Use limited-time offers to drive immediate action
  </Card>

  <Card title="Clear Value Proposition" icon="eye">
    Make savings obvious to customers with clear before/after pricing
  </Card>
</CardGroup>

<Callout>
  **Example**: Instead of "Save 15%", show "Complete Outfit Bundle: USD 199 (regularly USD 280) - Save USD 81"
</Callout>

### Customer Experience

<CardGroup cols={3}>
  <Card title="Clear Communication" icon="message-circle">
    Explain bundle benefits prominently on product pages and checkout
  </Card>

  <Card title="Easy Checkout" icon="shopping-cart">
    Ensure bundle application is seamless and automatic
  </Card>

  <Card title="Flexible Options" icon="settings">
    Allow customers to modify bundles when possible
  </Card>
</CardGroup>

<Tip>
  **Best Practice**: Use automatic bundle discounts rather than coupon codes for the smoothest customer experience. Customers don't need to remember codes or apply them manually.
</Tip>

## Monitoring, Optimization & Growth

### Key Metrics to Track

<CardGroup cols={2}>
  <Card title="Bundle Conversion Rate" icon="percent">
    Percentage of customers who choose bundles over individual items
  </Card>

  <Card title="Average Order Value" icon="trending-up">
    Impact on AOV - measure the lift from bundle offers
  </Card>

  <Card title="Inventory Turnover" icon="package">
    How bundles affect stock movement and clearance rates
  </Card>

  <Card title="Customer Satisfaction" icon="heart">
    Feedback on bundle offers and customer experience
  </Card>
</CardGroup>

<Callout>
  **Track These Weekly**: Bundle conversion rate, AOV impact, inventory movement, and customer satisfaction scores to identify optimization opportunities.
</Callout>

### Optimization Strategies

<CardGroup cols={2}>
  <Card title="A/B Test Bundles" icon="flask">
    Try different combinations and pricing to find what works best
  </Card>

  <Card title="Seasonal Adjustments" icon="calendar">
    Modify bundles based on trends and seasonal demand
  </Card>

  <Card title="Customer Feedback" icon="message-square">
    Use reviews and surveys to improve bundle offerings
  </Card>

  <Card title="Analytics Insights" icon="bar-chart">
    Monitor which bundles perform best and optimize accordingly
  </Card>
</CardGroup>

<Tip>
  **Growth Strategy**: Start with simple 2-item bundles, then gradually add complexity as you learn what resonates with your customers. Monitor performance closely and be ready to adjust based on data.
</Tip>

## Common Use Cases

### Fashion Retail

<CardGroup cols={2}>
  <Card title="Complete Outfit Bundle" icon="shirt">
    **Items**: Blouse + Pants + Belt + Jewelry

    **Pricing**: 20% off when buying 4+ items (saves USD 25-40)

    **Benefit**: Increases AOV, reduces decision fatigue
  </Card>

  <Card title="Professional Attire Bundle" icon="briefcase">
    **Items**: Dress Shirt + Dress Pants + Tie + Dress Shoes

    **Pricing**: Fixed price of USD 199 (vs USD 280 individual)

    **Benefit**: Moves accessories, creates complete professional look
  </Card>

  <Card title="Athletic Wear Bundle" icon="activity">
    **Items**: Athletic Top + Shorts + Sports Bra + Headband

    **Pricing**: Fixed price of USD 75 (vs USD 95 individual)

    **Benefit**: Encourages complete workout outfit purchase
  </Card>

  <Card title="Winter Essentials Bundle" icon="snowflake">
    **Items**: Sweater + Scarf + Gloves + Beanie

    **Pricing**: 25% off bundle (saves USD 20-35)

    **Benefit**: Provides complete winter outfit at discounted price
  </Card>
</CardGroup>

<Tip>
  **Fashion Tip**: Bundle complementary colors and styles together. Customers are more likely to buy complete outfits when items are visually coordinated.
</Tip>

### B2B Manufacturing & Industrial

<CardGroup cols={2}>
  <Card title="Safety Equipment Package" icon="shield">
    **Items**: Hard Hat + Safety Glasses + Work Gloves + Reflective Vest

    **Pricing**: Fixed price of USD 45 (vs USD 65 individual)

    **Benefit**: Complete safety compliance package for construction teams
  </Card>

  <Card title="Tool Set Bundle" icon="wrench">
    **Items**: Drill + Drill Bits + Screwdriver Set + Tool Bag

    **Pricing**: 15% off when buying 3+ items (saves USD 30-50)

    **Benefit**: Complete toolkit for contractors and maintenance teams
  </Card>

  <Card title="Office Supplies Bundle" icon="file-text">
    **Items**: Printer Paper + Ink Cartridges + Stapler + File Folders

    **Pricing**: Fixed price of USD 45 (vs USD 60 individual)

    **Benefit**: Complete office supply package for businesses
  </Card>

  <Card title="Cleaning Supplies Package" icon="droplet">
    **Items**: Industrial Cleaner + Microfiber Cloths + Spray Bottles + Gloves

    **Pricing**: Fixed price of USD 35 (vs USD 50 individual)

    **Benefit**: Complete cleaning solution for commercial facilities
  </Card>
</CardGroup>

<Callout>
  **B2B Strategy**: Focus on complete solutions rather than individual products. Businesses prefer buying everything they need in one transaction with clear cost savings.
</Callout>

## Troubleshooting & FAQs

<AccordionGroup>
  <Accordion title="Bundle Not Applying">
    <CardGroup cols={3}>
      <Card title="Check Conditions" icon="search">
        Verify collection selection and quantity requirements are met
      </Card>

      <Card title="Review Priority" icon="arrow-up">
        Ensure bundle has appropriate priority setting when multiple offers apply
      </Card>

      <Card title="Test Combinations" icon="check-circle">
        Confirm items meet bundle criteria and are in the correct collections
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Pricing Calculations">
    <CardGroup cols={3}>
      <Card title="Verify Discount Type" icon="percent">
        Ensure correct mode (fixed price vs. percentage) is selected
      </Card>

      <Card title="Check Exclusions" icon="x-circle">
        Review on-sale item settings and exclusion rules
      </Card>

      <Card title="Test Edge Cases" icon="flask">
        Verify behavior with various cart combinations and quantities
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Customer Confusion">
    <CardGroup cols={3}>
      <Card title="Clear Messaging" icon="message-circle">
        Ensure bundle benefits are obvious and well-communicated
      </Card>

      <Card title="Prominent Display" icon="eye">
        Show bundle options prominently on product pages and checkout
      </Card>

      <Card title="Simple Checkout" icon="shopping-cart">
        Minimize steps to apply bundle discounts automatically
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Can bundles stack with other discounts?">
    Yes, bundle discounts can be configured to stack with other discount types. In Atom Commerce, you can control which discount types can combine by setting up stacking rules in the advanced settings. This allows you to create layered promotions while protecting your margins.
  </Accordion>

  <Accordion title="What happens when one item in the bundle is out of stock?">
    If a required item in your bundle is out of stock, customers won't be able to complete the bundle purchase. Consider using flexible bundle rules that allow substitutions or create multiple bundle variations to handle stock fluctuations.
  </Accordion>

  <Accordion title="How do I exclude sale items from bundle discounts?">
    In the advanced settings, you can choose "Do not discount" for on-sale items. This prevents already-discounted items from receiving additional bundle discounts, protecting your margins on clearance or promotional items.
  </Accordion>

  <Accordion title="Can I set different bundle prices for different customer segments?">
    Yes, you can create multiple bundle offers targeting different customer segments. Use customer segmentation features to offer VIP customers premium bundles or create exclusive bundles for new customers.
  </Accordion>

  <Accordion title="How do bundle discounts affect my profit margins?">
    Bundle discounts can actually improve margins by increasing average order value and moving inventory faster. Use the budget management features to set spending limits and monitor the impact on your overall profitability.
  </Accordion>
</AccordionGroup>

## Advanced Tips

<AccordionGroup>
  <Accordion title="Dynamic Bundles">
    <CardGroup cols={3}>
      <Card title="AI-Powered Suggestions" icon="brain">
        Use customer data to recommend bundles based on purchase history
      </Card>

      <Card title="Personalized Offers" icon="user">
        Create bundles based on browsing history and preferences
      </Card>

      <Card title="Cross-Category Bundles" icon="link">
        Combine items from different product categories for unique value
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Inventory Management">
    <CardGroup cols={3}>
      <Card title="Low-Stock Alerts" icon="alert-triangle">
        Create bundles to move slow inventory and clear excess stock
      </Card>

      <Card title="Seasonal Planning" icon="calendar">
        Plan bundles around inventory cycles and seasonal demand
      </Card>

      <Card title="Supplier Coordination" icon="handshake">
        Work with suppliers on bundle pricing and inventory planning
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Marketing Integration">
    <CardGroup cols={3}>
      <Card title="Email Campaigns" icon="mail">
        Promote bundles in customer communications and newsletters
      </Card>

      <Card title="Social Media" icon="share">
        Share bundle deals on social platforms to drive traffic
      </Card>

      <Card title="Influencer Partnerships" icon="users">
        Collaborate on bundle promotions with influencers and partners
      </Card>
    </CardGroup>
  </Accordion>
</AccordionGroup>

<Callout>
  Bundle discounts are a powerful tool in your promotions toolkit for increasing sales and improving customer experience. By following this guide and implementing the strategies outlined, you can create compelling bundle offers that drive both immediate sales and long-term customer loyalty.
</Callout>

<Callout>
  **Ready to Launch?** Start with one simple bundle offer using the checklist above, monitor its performance for one week, and layer on complexity as you see what resonates with your customers. Head over to the Create Offer page in Atom Volume & Gift Discounts to build your first bundle — and don't forget to test it thoroughly before launching!
</Callout>

## Glossary: Key Bundle Discount Terms

<CardGroup cols={2}>
  <Card title="Qualifier" icon="filter">
    The items or quantity that trigger the bundle discount (what customers must buy)
  </Card>

  <Card title="Target" icon="bullseye">
    The items or quantity that receive the discount (what gets discounted)
  </Card>

  <Card title="Priority" icon="arrow-up">
    Determines which offer applies when multiple offer rules overlap
  </Card>

  <Card title="Usage Limit" icon="repeat">
    Caps on how many times an offer can be used (per order, per customer, or total)
  </Card>

  <Card title="Channels" icon="store">
    Sales channels (online, POS, etc.) where the offer is valid
  </Card>

  <Card title="Collection" icon="folder">
    Group of products that can be used together in bundle offers
  </Card>
</CardGroup>

## Related Resources & Further Reading

<CardGroup cols={2}>
  <Card title="Buy More Save More Guide" icon="layers" href="/guides/buy-more-save-more">
    Learn how to create volume discounts and tiered pricing strategies
  </Card>

  <Card title="Gift With Purchase Guide" icon="gift" href="/guides/gift-with-purchase">
    Discover how to add free gifts to qualifying orders
  </Card>

  <Card title="Offer Types Overview" icon="percent" href="/offers/offer-types">
    Explore all available promotion types in Atom Volume & Gift Discounts
  </Card>

  <Card title="Creating Offers Guide" icon="settings" href="/offers/creating-offers">
    Master the fundamentals of creating any type of offer
  </Card>

  <Card title="Priority & Stacking" icon="arrow-up" href="/offers/priority-and-stacking">
    Learn how to manage multiple offers and stacking rules
  </Card>

  <Card title="Budget Management" icon="credit-card" href="/budgets/overview">
    Set spending limits and track promotional costs
  </Card>
</CardGroup>

## Bundle Launch Checklist: 5 Steps to Get Started

<Steps>
  <Step title="Choose Bundle Template">
    Select the right template for your needs:

    <CardGroup cols={3}>
      <Card title="Percentage/Amount Bundle" icon="percent">
        For consistent savings across items
      </Card>

      <Card title="Fixed Price Bundle" icon="dollar-sign">
        For clear value propositions
      </Card>

      <Card title="Advanced Bundle" icon="settings">
        For complex rules and exclusions
      </Card>
    </CardGroup>
  </Step>

  <Step title="Select Qualifying Products">
    Choose what triggers your bundle:

    * Choose products/collections that trigger the bundle
    * Set quantity threshold (e.g., "Buy 3+ items")
    * Consider complementary products that work well together
  </Step>

  <Step title="Define Discount Structure">
    Set your pricing strategy:

    * Set discount percentage or fixed bundle price
    * Calculate savings to ensure attractive value
    * Test pricing to maintain healthy margins
  </Step>

  <Step title="Configure Advanced Settings">
    Fine-tune your offer:

    * Set usage limits (per order, per customer, total)
    * Configure priority if multiple offers exist
    * Choose sales channels and fulfillment types
    * Set budget limits if needed
  </Step>

  <Step title="Test & Launch">
    Validate before going live:

    * Preview with sample cart combinations
    * Test edge cases (out of stock, exclusions)
    * Activate and monitor performance
    * Track metrics after 1 week and optimize

    <Check>
      Verify your bundle discount appears correctly in the cart and checkout process before launching to customers.
    </Check>
  </Step>
</Steps>

## Key Takeaways

* **Bundle discounts** increase average order value by up to 30% and help move inventory faster
* Choose between **percentage/amount bundles**, **fixed-price bundles**, or **advanced bundles** based on your needs
* Use concrete examples with real pricing to help customers understand the value
* Monitor **bundle conversion rates**, **AOV impact**, and **inventory turnover** to optimize performance
* Start simple and gradually add complexity as you learn what works for your customers
* Consider **stacking rules** and **exclusions** to protect margins while maximizing customer value


# How to Create Buy More Save More Offers on Shopify with Atom Volume & Gift Discounts: Step-by-Step Guide
Source: https://docs.atomcommerce.io/guides/buy-more-save-more

Master Buy More Save More offers on Shopify with Atom Volume & Gift Discounts. Learn volume discounts, tiered pricing strategies, and proven tactics to increase cart value and boost sales.

# Boost Your Shopify Sales: How to Create Effective Buy More Save More Offers Using Atom Volume & Gift Discounts

***

## Why Buy More Save More Offers Work

Buy More Save More (BMSM) offers can increase average order value by as much as 30%. They're proven to:

<CardGroup cols={2}>
  <Card title="Boost Average Order Value (AOV)" icon="trending-up">
    Shoppers buy more items to unlock better discounts
  </Card>

  <Card title="Encourage Bulk Purchases" icon="package">
    Customers stock up on favorites to maximize savings
  </Card>

  <Card title="Clear Inventory Faster" icon="truck">
    Move more products with volume-based incentives
  </Card>

  <Card title="Build Customer Loyalty" icon="heart">
    Repeat customers learn to maximize their savings with your offers
  </Card>

  <Card title="Increase Cart Abandonment Recovery" icon="shopping-cart">
    Higher discounts motivate customers to complete purchases
  </Card>

  <Card title="Psychological Incentive" icon="brain">
    Volume-based discounts create incentive to add more items to cart
  </Card>
</CardGroup>

<Callout>
  Volume-based discounts create a psychological incentive for customers to add more items to their cart, converting browsers into bulk buyers.
</Callout>

***

## Understanding Buy More Save More Offers

Buy More Save More offers come in two main types:

<CardGroup cols={2}>
  <Card title="Volume Discounts" icon="layers">
    Customers receive the same discount for all units in an order, based on the total quantity purchased
  </Card>

  <Card title="Tier Discounts" icon="bar-chart">
    Customers receive a set discount per unit within each tier, with increasing discounts at higher tiers
  </Card>
</CardGroup>

<AccordionGroup>
  <Accordion title="Volume Discounts">
    **How it works**: Once you reach a quantity threshold, the SAME discount applies to ALL qualifying items in your cart.

    <Callout>
      **Example**: Buy 3+ items, get 10 percent off ALL items

      Cart: 2 shirts (USD 30 each) + 1 pants (USD 50) = USD 110 total
      With 10 percent volume discount: USD 99 total (saves USD 11)
    </Callout>

    <Callout>
      **Another Example**: Buy 5+ items, get 15 percent off ALL items

      Cart: 3 t-shirts (USD 20 each) + 2 accessories (USD 15 each) = USD 90 total
      With 15 percent volume discount: USD 76.50 total (saves USD 13.50)
    </Callout>

    <Callout>
      **Fixed Price Example**: Buy 1 item for USD 59.99, Buy 3+ items for USD 49.99 each

      **Scenario 1**: Customer buys 1 premium shirt (USD 79.95)

      * Pays: USD 59.99 (saves USD 19.96 = 25% off)

      **Scenario 2**: Customer buys 3 premium shirts (USD 79.95 each)

      * All 3 shirts: USD 49.99 each
      * Total: USD 149.97 instead of USD 239.85
      * **Saves: USD 89.88 (37% off)**

      **Why it works**: "Pay USD 49.99 each when you buy 3+" is more compelling than "37% off"
    </Callout>

    <Tip>
      **Key Point**: The discount rate is the same for every item once you hit the threshold. Best for encouraging bulk purchases with consistent savings.

      **Fixed Price Strategy**: Use psychological price points (USD 49.99, USD 99.99) for premium products where the fixed price is more compelling than a percentage discount.
    </Tip>
  </Accordion>

  <Accordion title="Tier Discounts">
    **How it works**: Different discount rates apply to DIFFERENT quantities within the same cart. Each item gets its own discount based on its position.

    <Callout>
      **Example**: Buy 2 get 10 percent off, Buy 3 get 20 percent off, Buy 4+ get 30 percent off

      Cart: 4 shirts (USD 25 each) = USD 100 total

      With tier discount:

      * 1st shirt: USD 25 (no discount)
      * 2nd shirt: USD 22.50 (10 percent off)
      * 3rd shirt: USD 20 (20 percent off)
      * 4th shirt: USD 17.50 (30 percent off)

      Total: USD 85 (saves USD 15)
    </Callout>

    <Callout>
      **Another Example**: Buy 1 get 0 percent off, Buy 2 get 15 percent off 2nd item, Buy 3+ get 25 percent off 3rd+ items

      Cart: 3 dresses (USD 60 each) = USD 180 total

      With tier discount:

      * 1st dress: USD 60 (no discount)
      * 2nd dress: USD 51 (15 percent off)
      * 3rd dress: USD 45 (25 percent off)

      Total: USD 156 (saves USD 24)
    </Callout>

    <Callout>
      **Fixed Price Example**: 1st item USD 59.99, 2nd item USD 49.99, 3+ items USD 39.99 each

      Cart: 4 premium hoodies (USD 85 each) = USD 340 total

      With tier fixed pricing:

      * 1st hoodie: USD 59.99 (tier 1 price)
      * 2nd hoodie: USD 49.99 (tier 2 price)
      * 3rd hoodie: USD 39.99 (tier 3 price)
      * 4th hoodie: USD 39.99 (tier 3 price)

      Total: USD 189.96 instead of USD 340
      **Saves: USD 150.04 (44% off)**

      **Why it works**: Clear escalating value - "The more you buy, the lower the price per item!"
    </Callout>

    <Tip>
      **Key Point**: Each item gets a different discount rate based on its position in the cart. Best for progressive rewards that increase with quantity.

      **Fixed Price Strategy**: Tiered fixed pricing creates even more incentive to buy additional items as each tier position gets a lower fixed price. Great for wholesale scenarios and bulk purchasing.
    </Tip>
  </Accordion>
</AccordionGroup>

## Volume vs Tier Discounts: Side-by-Side Comparison

<Callout>
  **Same Cart, Different Discount Methods**: Let's see how the same 4-item cart (USD 100 total) gets discounted differently
</Callout>

<CardGroup cols={2}>
  <Card title="Volume Discount Example" icon="layers">
    **Rule**: Buy 3+ items, get 15 percent off ALL items

    **Cart**: 4 shirts (USD 25 each) = USD 100

    **Discount Applied**:

    * All 4 shirts get 15 percent off
    * Each shirt: USD 21.25
    * **Total: USD 85** (saves USD 15)

    **Result**: Same discount rate for every item
  </Card>

  <Card title="Tier Discount Example" icon="bar-chart">
    **Rule**: Buy 2 get 10 percent off, Buy 3 get 20 percent off, Buy 4+ get 30 percent off

    **Cart**: 4 shirts (USD 25 each) = USD 100

    **Discount Applied**:

    * 1st shirt: USD 25 (no discount)
    * 2nd shirt: USD 22.50 (10 percent off)
    * 3rd shirt: USD 20 (20 percent off)
    * 4th shirt: USD 17.50 (30 percent off)
    * **Total: USD 85** (saves USD 15)

    **Result**: Different discount rate for each item
  </Card>
</CardGroup>

<Tip>
  **Key Difference**: Volume discounts apply the same rate to all items, while tier discounts apply different rates to different items based on their position in the cart.
</Tip>

***

## When to Use Fixed Price BMSM

Fixed price discounting creates compelling value propositions that can outperform percentage or amount-based discounts in specific scenarios:

<CardGroup cols={2}>
  <Card title="Premium Products" icon="gem">
    **Scenario**: High-end items where "USD 199 each" sounds better than "35% off"

    **Why**: Maintains perceived value while offering clear savings

    **Example**: Designer apparel, luxury accessories, premium electronics
  </Card>

  <Card title="Psychological Pricing" icon="brain">
    **Scenario**: Hit key price points like USD 49.99, USD 99.99, USD 199.99

    **Why**: These prices convert better than percentages

    **Example**: "All items USD 49.99 when you buy 3+" vs "25% off"
  </Card>

  <Card title="Wholesale Pricing" icon="boxes">
    **Scenario**: Bulk buyers want simple per-unit pricing

    **Why**: "Buy 12+ for USD 15 each" is clearer than "25% off at 12+"

    **Example**: B2B sales, bulk orders, restaurant supplies
  </Card>

  <Card title="Flash Sales" icon="bolt">
    **Scenario**: Limited-time offers with compelling pricing

    **Why**: "USD 39 doorbusters!" is more urgent than "40% off"

    **Example**: Black Friday, Cyber Monday, seasonal clearance
  </Card>

  <Card title="Mixed Price Points" icon="dollar-sign">
    **Scenario**: Products with varying original prices in same collection

    **Why**: Fixed price simplifies value prop - all items same price

    **Example**: "All t-shirts USD 19.99" regardless of original USD 25-45 prices
  </Card>

  <Card title="Inventory Liquidation" icon="warehouse">
    **Scenario**: Need to move inventory quickly at specific target price

    **Why**: Direct control over final selling price

    **Example**: "Everything must go - USD 9.99 each!"
  </Card>
</CardGroup>

### Fixed Price vs Percentage/Amount: Quick Decision Guide

<AccordionGroup>
  <Accordion title="Use Fixed Price When:">
    ✅ Selling premium products (USD 100+)

    ✅ Targeting psychological price points

    ✅ Running flash sales or doorbuster events

    ✅ Serving wholesale/B2B customers

    ✅ Simplifying mixed-price collections

    ✅ Creating urgency with clear pricing

    **Example**: "Premium hoodies - 1st for USD 59.99, 2nd for USD 49.99, 3+ for USD 39.99 each"
  </Accordion>

  <Accordion title="Use Percentage When:">
    ✅ Maintaining consistent margins

    ✅ Products with wide price variation

    ✅ Customers expect % off (Black Friday)

    ✅ Easy margin calculation needed

    ✅ Psychological appeal of "% off"

    **Example**: "Buy 3+ items, save 20% on all"
  </Accordion>

  <Accordion title="Use Amount Off When:">
    ✅ Similar price points across products

    ✅ Simple math for customers

    ✅ Predictable discount costs

    ✅ Stacking with other offers

    ✅ Gift card or voucher style offers

    **Example**: "Buy 2+ items, save USD 15 on each"
  </Accordion>
</AccordionGroup>

***

## Why Atom Volume & Gift Discounts Is Ideal for BMSM on Shopify

Atom Volume & Gift Discounts simplifies creating powerful volume promotions without technical hassle:

<CardGroup cols={2}>
  <Card title="Easy Visual Builder" icon="edit">
    Set up offers visually—no coding needed
  </Card>

  <Card title="Flexible Volume Rules" icon="settings">
    Create volume or tiered discounts with custom breakpoints
  </Card>

  <Card title="Advanced Targeting" icon="target">
    Qualify by products, collections, or specific criteria
  </Card>

  <Card title="Exclusion Controls" icon="shield">
    Exclude specific items from qualifying or being discounted
  </Card>

  <Card title="Strategy Options" icon="arrow-up">
    Choose highest or lowest priced items first for discount application
  </Card>

  <Card title="Advanced Scheduling" icon="calendar">
    Plan promotions around specific dates, events, or sales
  </Card>

  <Card title="Real-time Analytics" icon="bar-chart">
    Track redemption rates and sales performance clearly
  </Card>

  <Card title="Built-in Storefront UI" icon="eye">
    Shoppers see their savings in real-time as they add items
  </Card>
</CardGroup>

<Callout>
  Unlike Shopify's built-in discount tools, Atom Volume & Gift Discounts provides deeper control, advanced targeting, and precise volume management.
</Callout>

***

## Buy More Save More Template Types

Atom Volume & Gift Discounts offers three template types to suit different business needs. Learn more about [all offer types](/offers/offer-types) available in Atom Volume & Gift Discounts.

<CardGroup cols={3}>
  <Card title="Volume Discount" icon="layers">
    Encouraging bulk purchases with consistent savings
  </Card>

  <Card title="Tier Discount" icon="bar-chart">
    Progressive savings that increase with quantity
  </Card>

  <Card title="Advanced Buy More Save More" icon="settings">
    Complex promotions with exclusions and advanced targeting
  </Card>
</CardGroup>

<AccordionGroup>
  <Accordion title="Volume Discount">
    **How it works**: Discount applies when volume breakpoint is reached and applies to all qualifying items.

    <Callout>
      **Example**: Buy 3 items to get 10% off all three items
    </Callout>

    <Tip>
      Best for when you want customers to buy more of the same or different products with consistent savings.
    </Tip>
  </Accordion>

  <Accordion title="Tier Discount">
    **How it works**: Discount increases at higher thresholds with different rates for different quantities.

    <Callout>
      **Example**: Buy 3 and get 10% off two items, then get 20% off the 3rd item
    </Callout>

    <Tip>
      Best for when you want to reward customers more for buying additional items with progressive savings.
    </Tip>
  </Accordion>

  <Accordion title="Advanced Buy More Save More">
    **How it works**: Specify exclusions, on sale items, and more for precise control.

    <Callout>
      **Example**: Buy 4 (exclude new arrivals) to get 10% off
    </Callout>

    <Tip>
      Best for when you need precise control over what qualifies and what gets discounted.
    </Tip>
  </Accordion>
</AccordionGroup>

***

## Step-by-Step: Creating a Buy More Save More Offer

<Tip>
  For a general overview of creating offers, see our [Creating Offers](/offers/creating-offers) guide.
</Tip>

<Steps>
  <Step title="Install Atom Volume & Gift Discounts on Shopify">
    * Install the **Atom Volume & Gift Discounts** app from the Shopify App Store
    * Follow prompts to authorize the app with your Shopify store
  </Step>

  <Step title="Open the Offers Dashboard">
    * Navigate to your Shopify admin sidebar and select **Apps → Atom Volume & Gift Discounts**
    * Choose **Offers** from the sidebar
  </Step>

  <Step title="Create a New Offer">
    * Click **Create New Offer** (top right)
    * Enter an easy-to-identify name like "Summer Volume Discount"
    * Optionally, add a description for internal reference
  </Step>

  <Step title="Choose Buy More Save More Template">
    Select from three template options:

    <CardGroup cols={3}>
      <Card title="Volume Discount" icon="layers">
        For consistent savings across all items
      </Card>

      <Card title="Tier Discount" icon="bar-chart">
        For progressive savings that increase with quantity
      </Card>

      <Card title="Advanced Buy More Save More" icon="settings">
        For complex promotions with exclusions
      </Card>
    </CardGroup>
  </Step>
</Steps>

### Step 5: Configure Offer Details

#### Basic Information

* **Name**: The discount name your shoppers will see
* **Badge Text**: Badge label for product page images (max 15 characters)
* **Active Dates**: Set start date/time and optional end date

#### Method Selection

Choose how customers receive the discount:

* **Automatic**: Customers don't need to enter a code at checkout
* **Discount Code**: Customers enter a specific code
* **Coupon Batch**: Use pre-generated coupon codes

### Step 6: Set Customer Purchase Requirements

Define what customers must purchase to qualify:

* **Any Products**: All products in your store qualify
* **Specific Products**: Choose individual products
* **Specific Collections**: Target entire collections

#### Purchase Requirement Options

* **Any Product**: Customer needs to buy any of the selected products
* **All Products**: Customer must buy all selected products
* **Purchase Type**: Choose One Time Purchase, Subscription, or Both

### Step 7: Configure Discount Structure

#### For Volume Discounts:

* **Volume Breakpoints**: Set quantity thresholds and discount amounts
* **Max Quantity**: Choose unlimited or set a maximum
* **Breakpoint Options**:
  * Breakpoint quantity based on unique product count
  * Select breakpoint titles for better customer communication

#### For Tier Discounts:

* **Discount Tiers**: Set quantity ranges and discount amounts per tier
* **Max Quantity**: Choose unlimited or set a maximum
* **Tier Options**:
  * Tier quantity based on unique product count
  * Select tier titles for better customer communication

### Step 8: Set Discount Preferences

#### Discount Mode

Choose how the discount is calculated:

<CardGroup cols={3}>
  <Card title="Amount Off" icon="dollar-sign">
    Fixed dollar discount per item

    **Example**: Save USD 10 per item
  </Card>

  <Card title="Percent Off" icon="percent">
    Percentage discount per item

    **Example**: Save 15% per item
  </Card>

  <Card title="Fixed Price" icon="tag">
    Set a specific price per item

    **Example**: Pay USD 49.99 per item
  </Card>
</CardGroup>

#### When to Use Each Discount Mode

<AccordionGroup>
  <Accordion title="Amount Off">
    **Best for**: Consistent dollar savings across different price points

    <Callout>
      **Example**: Buy 3+ items, get USD 10 off each

      * USD 50 item becomes USD 40
      * USD 30 item becomes USD 20
      * Same dollar discount regardless of price
    </Callout>

    **Use when**: You want predictable discount amounts, simple math for customers, or consistent savings across varied prices.
  </Accordion>

  <Accordion title="Percent Off">
    **Best for**: Maintaining margin ratios across different price points

    <Callout>
      **Example**: Buy 3+ items, get 20% off each

      * USD 50 item becomes USD 40 (saves USD 10)
      * USD 30 item becomes USD 24 (saves USD 6)
      * Discount scales proportionally with item price
    </Callout>

    **Use when**: Maintaining consistent margins, scaling with product value, or when percentages are psychologically appealing.
  </Accordion>

  <Accordion title="Fixed Price">
    **Best for**: Creating clear value propositions and psychological pricing

    <Callout>
      **Example**: Buy 3+ items, pay USD 39.99 each (regardless of original price)

      * USD 50 item becomes USD 39.99 (saves USD 10.01 = 20% off)
      * USD 30 item stays USD 30 (no discount - fixed price is higher)
      * USD 45 item becomes USD 39.99 (saves USD 5.01 = 11% off)

      **Important**: Fixed pricing only discounts items if the fixed price
      is **lower** than the original price. Higher-priced items are excluded automatically.
    </Callout>

    **Use when**: Premium products where "USD 99 each" is more compelling than "30% off", wholesale scenarios, psychological price points (USD 49.99, USD 99.99), or flash sales with clear pricing.

    <Tip>
      Fixed pricing is powerful for premium products and creates urgency with
      messaging like "Premium items now USD 49.99!" instead of percentage discounts.
    </Tip>
  </Accordion>
</AccordionGroup>

#### On Sale Item Discounts

* **Do not discount**: Exclude items already on sale
* **Allow additional discounting**: Apply BMSM discounts to sale items

#### Discount Strategy

* **Highest priced items first**: Apply discounts to most expensive items first
* **Lowest priced items first**: Apply discounts to least expensive items first

### Step 9: Configure Advanced Settings (Optional)

#### Priority

* **Set an offer priority**: Control which offers apply first when multiple are eligible

#### Channels

* **Choose specific channels/stores**: Limit offer to certain sales channels

#### Fulfillment Types

* **Choose fulfillment types**: Limit to shipping, pickup, delivery, etc.

#### Budget

* **Assign a budget**: Set spending limits for the promotion

### Step 10: Review & Activate

* Review the offer summary in the right panel
* Double-check all configuration details
* Click **Save Offer**, then toggle **Activate** to launch

*(Upon activation, your offer immediately goes live and becomes trackable in Atom Commerce.)*

***

## Best Practices for BMSM Offers

<AccordionGroup>
  <Accordion title="Volume Discount Best Practices">
    <CardGroup cols={2}>
      <Card title="Clear Breakpoints" icon="hash">
        Use round numbers (3, 5, 10) for easy customer understanding
      </Card>

      <Card title="Meaningful Savings" icon="dollar-sign">
        Ensure discounts are substantial enough to motivate bulk purchases
      </Card>

      <Card title="Complementary Products" icon="link">
        Target products that customers naturally buy together
      </Card>

      <Card title="Seasonal Timing" icon="calendar">
        Launch during peak shopping periods for maximum impact
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Tier Discount Best Practices">
    <CardGroup cols={2}>
      <Card title="Progressive Increases" icon="trending-up">
        Make higher tiers significantly more attractive
      </Card>

      <Card title="Reasonable Gaps" icon="minus">
        Don't make tier jumps too large (customers won't reach them)
      </Card>

      <Card title="Clear Communication" icon="message-circle">
        Use tier titles to explain benefits at each level
      </Card>

      <Card title="Inventory Planning" icon="package">
        Ensure you have enough stock for higher tiers
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Advanced Template Best Practices">
    <CardGroup cols={2}>
      <Card title="Strategic Exclusions" icon="shield">
        Exclude new arrivals or premium items from qualifying
      </Card>

      <Card title="Target Exclusions" icon="target">
        Exclude specific products from being discounted
      </Card>

      <Card title="Test Combinations" icon="flask">
        Experiment with different exclusion rules
      </Card>

      <Card title="Monitor Performance" icon="bar-chart">
        Track which exclusions improve margins
      </Card>
    </CardGroup>
  </Accordion>
</AccordionGroup>

***

## Monitoring & Optimizing Your BMSM Promotions

Consistently track performance in Atom Commerce:

* **Redemption Rate**: Percentage of shoppers reaching volume thresholds
* **Average Order Value Lift**: Revenue boost directly linked to your BMSM offer
* **Tier Distribution**: How many customers reach each discount tier
* **Product Performance**: Which products drive the most volume purchases

Review these metrics weekly, especially in the initial month, to quickly identify areas for improvement:

* Test different volume thresholds or discount amounts
* Adjust product targeting based on customer behavior
* Optimize tier structures for better conversion

***

## Common BMSM Scenarios

<AccordionGroup>
  <Accordion title="Fashion Retailer Volume Discount">
    <CardGroup cols={3}>
      <Card title="Setup" icon="settings">
        Buy 3+ items from Summer Collection, get 15% off all items
      </Card>

      <Card title="Strategy" icon="target">
        Target complementary products in the same collection
      </Card>

      <Card title="Result" icon="trending-up">
        Increased AOV and customer satisfaction with bundled savings
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Athletic Wear Tier Discount">
    <CardGroup cols={3}>
      <Card title="Setup" icon="settings">
        Buy 2 get 10% off, buy 4 get 20% off, buy 6 get 30% off
      </Card>

      <Card title="Strategy" icon="target">
        Encourage customers to build complete workout outfits
      </Card>

      <Card title="Result" icon="trending-up">
        Higher cart values and reduced return rates
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="B2B Tool Store Advanced BMSM">
    <CardGroup cols={3}>
      <Card title="Setup" icon="settings">
        Buy 3+ tools (exclude new releases), get 25% off
      </Card>

      <Card title="Strategy" icon="target">
        Clear older inventory while protecting new product margins
      </Card>

      <Card title="Result" icon="trending-up">
        Inventory turnover and maintained profitability
      </Card>
    </CardGroup>
  </Accordion>
</AccordionGroup>

***

## Wrapping Up

Setting up a Buy More Save More offer on Shopify is straightforward with Atom Commerce. Choose the template type that best fits your business goals, configure your volume thresholds or tiers, and set the conditions that work best for your store. Whether you're encouraging bulk purchases with volume discounts or rewarding progressive buying with tier discounts, Atom Commerce gives you the tools to create compelling promotions that boost your bottom line.

If you have questions or run into any issues, check the help resources or reach out to support for assistance.


# How to Create Gift With Purchase Offers on Shopify: Merchant's Guide
Source: https://docs.atomcommerce.io/guides/gift-with-purchase

Learn how to create high-converting Gift With Purchase offers on Shopify. Step-by-step guide with real examples, best practices, and proven strategies to boost AOV and customer loyalty.

# Boost Your Shopify Sales: How to Create Effective Gift With Purchase Offers Using Atom Commerce

***

## Why Gift With Purchase Offers Work

Gift With Purchase (GWP) offers can increase average order value by as much as 20%. They're proven to:

* **Boost Average Order Value (AOV)**: Shoppers spend more to unlock a free or discounted gift.
* **Encourage Customer Loyalty**: Exclusive gifts delight buyers and encourage repeat purchases.
* **Clear Excess Inventory**: Pair slow-moving items as complimentary gifts to manage stock.
* **Differentiate Your Store**: Stand out from competitors with valuable promotions.

A compelling gift often motivates shoppers to add just one more item to their cart, converting browsers into buyers.

***

## Understanding Gift With Purchase Offers

A successful GWP offer has two main components:

1. **Qualifier**: The requirement a customer must meet (e.g., specific product, minimum spend) to unlock the gift.
2. **Gift**: The free or discounted item customers receive once they meet the qualifier.

For example:

* **"Spend \$100 on skincare products, get a travel-sized moisturizer free."**
  * **Qualifier**: Spending \$100 on skincare
  * **Gift**: Free moisturizer

***

## Why Atom Commerce Is Ideal for GWP on Shopify

Atom Commerce simplifies creating powerful promotions without technical hassle:

* **Easy Visual Builder**: Set up offers visually—no coding needed.
* **Flexible Conditions**: Qualify by products, collections, or minimum spend.
* **Customizable Gifts**: Select gifts easily and determine discounts.
* **Advanced Scheduling**: Plan promotions around specific dates, events, or sales.
* **Exclusion Rules**: Easily exclude specific items from qualifying or being discounted.
* **Real-time Analytics**: Track gift redemption rates and sales performance clearly.
* **Built-in Storefront UI Widgets**: Shoppers can easily select their preferred gift from a list, or have a gift automatically added to their cart—no extra setup required.

Unlike Shopify’s built-in discount tools, Atom Commerce provides deeper control, advanced scheduling, and precise targeting.

***

## Step-by-Step: Creating a Gift With Purchase Offer

### Step 1: Install Atom Commerce on Shopify

* Install the **Atom Commerce** app from the Shopify App Store.
* Follow prompts to authorize the app with your Shopify store.

### Step 2: Open the Offers Dashboard

* Navigate to your Shopify admin sidebar and select **Apps → Atom Commerce**.
* Choose **Offers** from the sidebar.

### Step 3: Create a New Offer

* Click **Create New Offer** (top right).
* Enter an easy-to-identify name like "Spring GWP: Free Tote Bag."
* Optionally, add a description for internal reference.

### Step 4: Choose Gift With Purchase Type

* Select **Gift With Purchase (GWP)** as your offer type.

### Step 5: Set Qualification Conditions

Clearly define the conditions:

* **Minimum Spend** (e.g., Spend \$50)
* **Specific Products or Collections** (e.g., Buy 2 products from the “Summer Collection”)

> **Tip:** Simple conditions like "Spend \$50" tend to have higher conversion rates.

### Step 6: Select Your Gift

* Choose the product or variant to offer as a gift.
* Set the discount level (e.g., 100% off for free).

> **Best Practice:** Ensure your gift complements the qualifier products to maximize appeal.

### Step 7: Configure Exclusions (Optional)

Exclude products, variants, or collections from qualifying criteria if needed:

* Avoid clearance or premium items triggering the promotion unintentionally.

> **Example:** Run a "Spend \$50, get a free gift" offer, excluding "Clearance" products so they don't qualify for the offer.

### Step 8: Schedule Your Promotion

Plan your timing effectively:

* Set clear **Start/End Dates and Times**.
* Confirm your store's time zone in **Settings → General**.
* Schedule around peak shopping seasons (e.g., holidays, weekends).

> **Example:** Schedule GWP promotions during major events like Black Friday to maximize sales impact.

### Step 9: Review & Activate

* Double-check all offer details.
* Click **Save Offer**, then toggle **Activate** to launch.

*(Upon activation, your offer immediately goes live and becomes trackable in Atom Commerce.)*

***

## Best Practices for GWP Offers

* **Relevant Gifts**: Match gifts logically to qualifier products (e.g., skincare products with cosmetic samples).
* **Tiered Gifting**: Offer better gifts for higher spending (e.g., spend $50, get Gift A; spend $100, get Gift A + Gift B).
* **Inventory Limits**: Control quantities to avoid overselling.
* **Seasonal Rotations**: Regularly refresh gifts for different seasons or sales events.
* **Promotion Visibility**: Use banners, emails, and pop-ups featuring relevant keywords like "Shopify GWP" to enhance visibility and SEO.

***

## Monitoring & Optimizing Your GWP Promotions

Consistently track performance in Atom Commerce:

* **Redemption Rate**: Percentage of shoppers redeeming your gift.
* **Average Order Value Lift**: Revenue boost directly linked to your GWP.
* **Total Redemptions**: How often your gifts are claimed.

Review these metrics weekly, especially in the initial month, to quickly identify areas for improvement:

* Test different gift items or spending thresholds.
* Adjust promotional schedules or messaging based on customer response.

***

## Wrapping Up

Setting up a Gift With Purchase offer on Shopify is straightforward with Atom Commerce. Just follow the steps above to create your promotion, choose your gift, and set the conditions that work best for your store. If you have questions or run into any issues, check the help resources or reach out to support for assistance.


# Order Discounts with Exclusions: Complete Guide
Source: https://docs.atomcommerce.io/guides/order-discounts

Learn how to create order-level discounts that exclude specific collections. Understand how exclusions work and see detailed examples.

# Order Discounts with Exclusions: Complete Guide

Order discounts apply savings to the entire cart when customers meet certain conditions. With exclusions, you can prevent specific collections from receiving the discount while still allowing the offer to apply to other items.

***

## Understanding Order Discounts

<CardGroup cols={2}>
  <Card title="What Are Order Discounts?" icon="percent">
    Discounts that apply to the entire order total, rather than individual products
  </Card>

  <Card title="Why Use Exclusions?" icon="shield">
    Protect margins on premium collections while still offering value to customers
  </Card>
</CardGroup>

Order discounts are powerful tools for driving overall sales volume and increasing average order value. They offer customers savings on their total cart value when they meet defined conditions.

***

## Core Concepts

Before diving into examples, it's important to understand these key terms:

<AccordionGroup>
  <Accordion title="Qualifying Items">
    Items in the cart that meet the basic requirements of the offer. For order discounts, this typically means any physical product (not gift cards or virtual products).
  </Accordion>

  <Accordion title="Eligible Items">
    Qualifying items that are <b>not</b> in any excluded collections. The discount is only applied to eligible items.
  </Accordion>

  <Accordion title="Excluded Items">
    Items that belong to collections you've configured to exclude from the discount. These items do not count toward the discount calculation.
  </Accordion>
</AccordionGroup>

***

## How Exclusions Work for Order Discounts

The exclusion behavior for order discounts is different from item-level discounts:

<CardGroup cols={2}>
  <Card title="All Items Excluded" icon="x-circle">
    If <b>all items</b> in the cart are from excluded collections, the discount will <b>not trigger</b> at all.
  </Card>

  <Card title="Mixed Cart" icon="check-circle">
    If <b>some items</b> are excluded and some are not, the discount <b>will trigger</b> and apply only to eligible items.
  </Card>
</CardGroup>

<Note>
  The discount is calculated based on the total price of all <b>eligible items</b> (items not in excluded collections). Excluded items are not included in the discount calculation.
</Note>

***

## Example: "Buy 1 Get 10% Off Your Order" with Exclusions

Let's walk through a complete example to see how this works in practice.

### Setup

**Offer Name:** Buy 1 get 10% off your order

**Offer Type:** Order Discount

**Discount:** 10% off entire order

**Exclusion:** "New Snowboards" collection

### Cart Scenarios

#### Scenario 1: Cart with Only Eligible Items

<Callout>
  All items in the cart are eligible for the discount.
</Callout>

**Cart Contents:**

* Item 1: Snowboard (Price: \$500, Not in "New Snowboards")
* Item 2: Boots (Price: \$200, Not in "New Snowboards")

**Calculation:**

* Subtotal: \$700
* Discount: 10% of $700 = $70
* **Final Total: \$630**

***

#### Scenario 2: Cart with Only Excluded Items

<Callout type="warning">
  When all items are excluded, the discount does not apply.
</Callout>

**Cart Contents:**

* Item 1: Snowboard (Price: \$500, In "New Snowboards")
* Item 2: Binding (Price: \$200, In "New Snowboards")

**Calculation:**

* Subtotal: \$700
* Discount: \$0 (No discount applied because all items are excluded)
* **Final Total: \$700**

<Note>
  This is a key difference from item-level discounts. For order discounts, if all items are excluded, the offer doesn't trigger at all.
</Note>

***

#### Scenario 3: Cart with Both Eligible and Excluded Items

<Callout>
  The discount applies only to eligible items.
</Callout>

**Cart Contents:**

* Item 1: Snowboard (Price: \$500, In "New Snowboards" - **excluded**)
* Item 2: Boots (Price: \$200, Not in "New Snowboards" - **eligible**)

**Calculation:**

* Subtotal: \$700
* Eligible items total: \$200 (only the boots)
* Discount: 10% of $200 = $20
* **Final Total: \$680**

<Tip>
  The discount applies to the eligible items only, even though excluded items remain in the cart at full price.
</Tip>

***

#### Scenario 4: Multiple Quantities

<Callout>
  The discount calculation works the same way with multiple quantities.
</Callout>

**Cart Contents:**

* Item 1: Snowboard (Price: $500, Quantity: 2, In "New Snowboards") - Total $1,000
* Item 2: Boots (Price: $200, Quantity: 3, Not in "New Snowboards") - Total $600

**Calculation:**

* Subtotal: \$1,600
* Eligible items total: \$600 (only the boots)
* Discount: 10% of $600 = $60
* **Final Total: \$1,540**

***

## Real-World Examples

### Example 1: Basic Order Discount (No Exclusions)

**Setup:**

* Offer: "Buy 1 get 10% off your order"
* No exclusions configured

**Customer Cart:**

* Snowboard: \$500

**Result:**

* Discount: 10% of $500 = $50
* Final Total: \$450

***

### Example 2: Excluding Sale Items Collection

**Setup:**

* Offer: "Buy 1 get 10% off your order"
* Excluded Collection: "Sale Items"

**Customer Cart:**

* Jacket (regular price): \$200
* T-shirt (on sale, in "Sale Items" collection): \$50

**Result:**

* Discount applies only to jacket: 10% of $200 = $20
* Final Total: $200 + $50 - $20 = $230

<Note>
  The sale item doesn't receive the discount, but the regular-priced jacket does.
</Note>

***

### Example 3: No Qualifying Items

**Setup:**

* Offer: "Buy 1 get 10% off your order"
* Active and enabled

**Customer Cart:**

* Gift card: \$100

**Result:**

* Discount: \$0 (Gift cards are not qualifying items)
* Final Total: \$100

<Warning>
  Order discounts require at least one qualifying physical product. Gift cards and virtual products don't qualify.
</Warning>

***

## Edge Cases and Special Scenarios

<AccordionGroup>
  <Accordion title="Gift Cards">
    If the cart <b>only</b> contains gift cards, the offer will not apply, even if the gift cards are not in an excluded collection. The offer requires at least one physical product.
  </Accordion>

  <Accordion title="Zero-Price Items">
    If an item's price is zero (e.g., a free gift), it is still considered a qualifying item unless it is in an excluded collection. However, it won't contribute to the discounted amount since it has no price.
  </Accordion>

  <Accordion title="Multiple Exclusions">
    If a product is in multiple collections, and <b>any</b> of those collections are excluded, the product is excluded from the discount.
  </Accordion>

  <Accordion title="On-Sale Items">
    Order discounts apply to the original price of the item before any other discounts. If an item is already on sale, the order discount still applies to its regular price.
  </Accordion>

  <Accordion title="Items in Multiple Collections">
    Exclusion applies at the collection level. If a product belongs to an excluded collection, it will be excluded from the discount, even if it also belongs to other, non-excluded collections.
  </Accordion>
</AccordionGroup>

***

## How Priority Affects Order Discounts

<Note>
  Order discounts are evaluated <b>after</b> item discounts in the discount evaluation order.
</Note>

### Evaluation Order

1. **Item Discounts** (Product Discounts, BXGY, BMSM, Bundles)
2. **Order Discounts** (like "Buy 1 get 10% off your order")
3. **Shipping Discounts**

### Interaction with Item Discounts

* If an item has an item discount applied, it can still be considered a qualifying item for order discounts
* The order discount is calculated on the prices after item discounts have been applied
* Order discounts apply to the remaining subtotal after item discounts

### Multiple Order Discounts

If multiple order discounts are active:

* The one with the **highest priority** will be applied first
* Only one order discount typically applies per order (unless configured otherwise)
* Priority helps determine which discount takes precedence

<Tip>
  For more information on how priority works, see our [Priority and Stacking Guide](/offers/priority-and-stacking).
</Tip>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Discount Not Applying">
    <b>Check these common issues:</b>

    * ✅ Verify that the cart contains at least one qualifying item (physical product)
    * ✅ Check if all items in the cart are in excluded collections
    * ✅ Confirm that the offer is active (not disabled or scheduled for the future)
    * ✅ Verify the offer is assigned to the correct sales channel
    * ✅ Check if another order discount with higher priority is taking precedence
  </Accordion>

  <Accordion title="Incorrect Discount Amount">
    <b>Verify these settings:</b>

    * ✅ Ensure that the discount is being calculated only on the <b>eligible</b> items (those not in excluded collections)
    * ✅ Double-check the prices of the items in the cart
    * ✅ Verify that excluded collections are correctly configured
    * ✅ Check if item discounts have already been applied (order discounts apply after item discounts)
  </Accordion>

  <Accordion title="Discount Applies to Excluded Items">
    <b>Possible causes:</b>

    * ✅ Verify that the exclusion is correctly configured in the offer settings
    * ✅ Check that the product is actually in the excluded collection
    * ✅ Ensure the collection exclusion was saved properly
    * ✅ Test with a different product to confirm the exclusion is working
  </Accordion>

  <Accordion title="Discount Doesn't Trigger When All Items Excluded">
    <b>This is expected behavior:</b>

    For order discounts, if all items in the cart are from excluded collections, the discount will not trigger. This is different from item-level discounts where excluded items simply don't receive the discount.

    To fix: Ensure at least one item in the cart is not in an excluded collection.
  </Accordion>
</AccordionGroup>

***

## Best Practices

<CardGroup cols={2}>
  <Card title="Test Thoroughly" icon="flask">
    Always test your offers with different cart combinations to ensure they behave as expected
  </Card>

  <Card title="Clear Communication" icon="megaphone">
    Clearly communicate to customers which items are excluded from the discount
  </Card>

  <Card title="Protect Margins" icon="shield">
    Use exclusions to protect margins on premium or low-margin collections
  </Card>

  <Card title="Monitor Performance" icon="chart">
    Track how exclusions affect conversion rates and average order value
  </Card>
</CardGroup>

***

## Related Documentation

* [Creating Offers](/offers/creating-offers) - Learn how to set up offers
* [Offer Types](/offers/offer-types) - Explore different offer types
* [Priority and Stacking](/offers/priority-and-stacking) - Understand how discounts interact
* [Condition Exclusions](/offers/creating-offers#choose-condition-exclusions) - Learn more about exclusions

***

<Tip>
  Remember: For order discounts, exclusions prevent items from being included in the discount calculation. If all items are excluded, the discount won't trigger at all. If some items are excluded, the discount applies only to eligible items.
</Tip>


# How to Create Product Discounts on Shopify with Atom Volume & Gift Discounts: Complete Guide
Source: https://docs.atomcommerce.io/guides/product-discounts

Master Product Discounts on Shopify with Atom Volume & Gift Discounts. Learn single product and collection-based discounts with maxQuantity control to boost sales and protect margins.

# Boost Your Shopify Sales: Complete Guide to Product Discounts Using Atom Volume & Gift Discounts

***

## Why Product Discounts Work

Product Discounts are one of the most straightforward and effective promotional strategies for Shopify stores. They can increase conversion rates by up to 25% and help you strategically manage inventory while maintaining control over your margins.

<CardGroup cols={2}>
  <Card title="Increase Conversion Rates" icon="trending-up">
    Clear, direct discounts on specific products drive purchase decisions
  </Card>

  <Card title="Clear Inventory Strategically" icon="boxes">
    Target specific products or collections that need to move
  </Card>

  <Card title="Protect Your Margins" icon="shield">
    Control discount limits with maxQuantity per order
  </Card>

  <Card title="Simple for Customers" icon="smile">
    Easy to understand - customers see the discount immediately
  </Card>

  <Card title="Seasonal Promotions" icon="calendar">
    Perfect for holiday sales, end-of-season clearance, and flash sales
  </Card>

  <Card title="Precise Targeting" icon="bullseye">
    Discount exactly what you want - single products or entire collections
  </Card>
</CardGroup>

<Callout>
  Product Discounts offer the perfect balance of simplicity and control, allowing you to create compelling offers while protecting your bottom line with features like maxQuantity limits.
</Callout>

***

## Understanding Product Discount Types

Atom Commerce offers four types of Product Discounts to match your promotional needs:

<CardGroup cols={2}>
  <Card title="Single Product Discount" icon="tag">
    Apply discounts to specific individual products with simple setup
  </Card>

  <Card title="Collection Discount" icon="folder">
    Discount all products in a collection with one offer
  </Card>

  <Card title="Advanced Single Product" icon="sliders">
    Single product with exclusions and purchase type restrictions
  </Card>

  <Card title="Advanced Collection" icon="folder-gear">
    Collection discounts with exclusions, purchase type restrictions, and maxQuantity control
  </Card>
</CardGroup>

<AccordionGroup>
  <Accordion title="Single Product Discount">
    **How it works**: Apply a discount directly to a specific product. Perfect for promoting individual items, clearing specific SKUs, or running flash sales on featured products.

    <Callout>
      **Example**: Get 20% off "Premium Wireless Headphones" (regularly USD 199)

      Customer adds Premium Wireless Headphones to cart:

      * Original price: USD 199
      * With 20% discount: USD 159.20
      * **Customer saves: USD 39.80**
    </Callout>

    <Callout>
      **Another Example**: Save USD 50 on "Professional Camera Lens"

      Customer adds Professional Camera Lens to cart:

      * Original price: USD 349
      * With USD 50 discount: USD 299
      * **Customer saves: USD 50**
    </Callout>

    <Tip>
      **Best for**: Flash sales, featured products, overstocked items, new product launches with introductory pricing.
    </Tip>
  </Accordion>

  <Accordion title="Collection Discount">
    **How it works**: Apply the same discount to all products within a Shopify collection. Ideal for seasonal sales, category promotions, and clearing entire product lines.

    <Callout>
      **Example**: Get 15% off all items in "Winter Coats" collection

      Cart: 2 winter coats (USD 150 and USD 200) = USD 350 total

      With 15% collection discount:

      * Coat 1: USD 127.50 (saves USD 22.50)
      * Coat 2: USD 170 (saves USD 30)
      * Total: USD 297.50
      * **Customer saves: USD 52.50**
    </Callout>

    <Callout>
      **Another Example**: Save USD 10 on each "Summer T-Shirts" collection item

      Cart: 3 different t-shirts (USD 30, USD 25, USD 35) = USD 90 total

      With USD 10 off each:

      * T-shirt 1: USD 20 (USD 30 - USD 10)
      * T-shirt 2: USD 15 (USD 25 - USD 10)
      * T-shirt 3: USD 25 (USD 35 - USD 10)
      * Total: USD 60
      * **Customer saves: USD 30**
    </Callout>

    <Tip>
      **Best for**: Seasonal clearance, category-wide promotions, brand-specific sales, new collection launches.
    </Tip>
  </Accordion>

  <Accordion title="Advanced Single Product Discount">
    **How it works**: Apply discounts to a specific product with advanced conditions like product exclusions or purchase type restrictions (one-time vs subscription).

    <Callout>
      **Example**: Get USD 50 off "Premium Headphones" - one-time purchases only

      **Scenario 1** - Qualifies:

      * Cart: 2 Premium Headphones (USD 199 each) as one-time purchase
      * Discount: USD 50 off each headphone = USD 100 total discount
      * Final total: USD 298

      **Scenario 2** - Doesn't qualify:

      * Cart: 1 Premium Headphone (USD 199) as subscription purchase
      * No discount (subscription purchases excluded)
    </Callout>

    <Tip>
      **Best for**: Purchase-type specific pricing, excluding certain product variants, subscription-only or one-time-only discounts.
    </Tip>
  </Accordion>

  <Accordion title="Advanced Collection Discount">
    **How it works**: Apply discounts to all products in a collection with advanced rules like per-product minimums, exclusions, and maxQuantity limits to protect margins.

    <Callout>
      **Example**: Get 25% off "Premium Accessories" collection, maxQuantity = 3 items

      Customer adds 5 premium accessories (USD 50 each) = USD 250 total

      With maxQuantity = 3:

      * Items 1-3: USD 37.50 each (25% off applied)
      * Items 4-5: USD 50 each (full price - maxQuantity reached)
      * Total: USD 212.50
      * **Discount limited to 3 items, protecting your margins!**
    </Callout>

    <Tip>
      **Best for**: Collection sales with margin protection, excluding specific products, targeting non-sale items only, controlling discount exposure.
    </Tip>
  </Accordion>
</AccordionGroup>

***

## Single Product vs Collection Discounts: Which to Choose?

<CardGroup cols={2}>
  <Card title="Use Single Product When:" icon="tag">
    * Promoting one specific product
    * Flash sale on a featured item
    * Clearing a specific SKU
    * Testing discount effectiveness
    * New product launch
  </Card>

  <Card title="Use Collection When:" icon="folder">
    * Seasonal category sales
    * Clearing entire product lines
    * Brand-wide promotions
    * Category-specific offers
    * Simpler management of many products
  </Card>
</CardGroup>

<Tip>
  **Pro Tip**: Use Collections for scalability. If you add new products to the collection later, they automatically inherit the discount!
</Tip>

***

## Understanding maxQuantity: Control Your Discount Exposure

The **maxQuantity** feature is a powerful margin protection tool that limits how many items can receive a discount in a single order.

<CardGroup cols={2}>
  <Card title="Unlimited (-1)" icon="infinity">
    **All** qualifying items receive the discount

    **Use when**: Clearing inventory, aggressive promotions, high-margin products
  </Card>

  <Card title="Limited (e.g., 3)" icon="hashtag">
    **Only first X** qualifying items get discounted

    **Use when**: Protecting margins, controlling costs, testing offers, creating urgency
  </Card>
</CardGroup>

### maxQuantity in Action

<Callout>
  **Scenario**: 20% off "Premium T-Shirt" collection, maxQuantity = 3

  Customer adds 5 Premium T-Shirts (USD 30 each) to cart:

  * Items 1-3: USD 24 each (20% off applied)
  * Items 4-5: USD 30 each (full price - maxQuantity limit reached)

  **Without maxQuantity**: Total would be USD 120 (USD 30 discount)
  **With maxQuantity = 3**: Total is USD 132 (USD 18 discount)

  **Your margin is protected by USD 12 while still offering value!**
</Callout>

### When to Use maxQuantity Limits

<AccordionGroup>
  <Accordion title="Protect Margins">
    Prevent excessive discounting on bulk orders while still offering attractive deals.

    **Example**: Luxury items with lower margins - limit to 2 discounted items per order.
  </Accordion>

  <Accordion title="Create Urgency">
    "First 3 items only!" creates scarcity and drives faster purchase decisions.

    **Example**: Flash sale messaging - "Save 30% on your first 3 items!"
  </Accordion>

  <Accordion title="Test Offers">
    Limit exposure while testing new discount strategies before rolling out unlimited offers.

    **Example**: Test with maxQuantity = 2 for one week, then increase based on performance.
  </Accordion>

  <Accordion title="Budget Control">
    Cap promotional costs and maintain predictable discount expenses.

    **Example**: Campaign budget of USD 5,000 - use maxQuantity to control total discount exposure.
  </Accordion>
</AccordionGroup>

<Tip>
  **Strategic Tip**: Use maxQuantity = 3-5 for most product discounts. This allows customers to stock up while protecting you from margin erosion on very large orders.
</Tip>

***

## Step-by-Step: Creating Product Discounts

<Tip>
  For a general overview of creating offers, see our [Creating Offers](/offers/creating-offers) guide.
</Tip>

<Steps>
  <Step title="Start a New Offer">
    1. Navigate to your Atom Commerce dashboard
    2. Click **Offers** in the left menu
    3. Click **Create New Offer** in the top right corner
  </Step>

  <Step title="Choose Your Product Discount Type">
    Select the Product Discount type that matches your needs:

    <CardGroup cols={2}>
      <Card title="Single Product" icon="tag">
        For promoting individual products
      </Card>

      <Card title="Collection" icon="folder">
        For category-wide sales
      </Card>

      <Card title="Advanced Single Product" icon="sliders">
        Single product with conditions
      </Card>

      <Card title="Advanced Collection" icon="folder-gear">
        Collection with advanced rules
      </Card>
    </CardGroup>
  </Step>

  <Step title="Name Your Offer">
    Give your offer a clear, descriptive name:

    * **Good examples**: "Winter Coats 25% Off", "Premium Headphones Flash Sale", "Summer Clearance - T-Shirts"
    * **Avoid**: "Discount 1", "Test Offer", "New Promo"

    <Tip>
      Use names that help you identify the offer at a glance in your dashboard and reports.
    </Tip>
  </Step>

  <Step title="Choose Activation Method">
    <CardGroup cols={3}>
      <Card title="Automatic" icon="wand-magic-sparkles">
        Applies automatically at checkout

        **Best for**: Most product discounts
      </Card>

      <Card title="Discount Code" icon="ticket">
        Requires customer to enter a code

        **Best for**: Targeted campaigns, influencer codes
      </Card>

      <Card title="Coupon Batch" icon="layer-group">
        Generate unique codes for distribution

        **Best for**: Email campaigns, gift cards
      </Card>
    </CardGroup>
  </Step>

  <Step title="Select Products or Collections">
    **For Single Product:**

    * Click **Select Products**
    * Search and select the specific product(s)
    * You can select multiple variants of the same product

    **For Collection:**

    * Click **Select Collections**
    * Choose one or more Shopify collections
    * All products in selected collections will be discounted

    <Tip>
      **Pro Tip**: Collections are dynamic - add products to the collection later and they automatically get the discount!
    </Tip>
  </Step>

  <Step title="Set Discount Amount">
    Choose your discount mode and amount:

    <AccordionGroup>
      <Accordion title="Amount Off">
        Fixed dollar discount per item

        **Example**: USD 10 off each item

        <Callout>
          **When to use**: Consistent dollar savings, easy for customers to calculate, works well across similar price points.
        </Callout>
      </Accordion>

      <Accordion title="Percent Off">
        Percentage discount per item

        **Example**: 20% off each item

        <Callout>
          **When to use**: Maintaining margin ratios, scaling with product prices, psychological appeal of percentages.
        </Callout>
      </Accordion>

      <Accordion title="Fixed Price">
        Set a specific price per item

        **Example**: Pay USD 49.99 per item

        <Callout>
          **When to use**: Creating clear value propositions, psychological pricing (USD 49.99, USD 99.99), premium products where "USD 99 each" is more compelling than "30% off".

          **Important**: Fixed pricing only discounts items if the fixed price is **lower** than the original price. Higher-priced items are excluded automatically.
        </Callout>
      </Accordion>
    </AccordionGroup>
  </Step>

  <Step title="Configure maxQuantity">
    Set how many items can be discounted per order:

    <CardGroup cols={2}>
      <Card title="Unlimited" icon="infinity">
        Enter **-1** to discount all qualifying items

        **Use for**: Aggressive clearance, high-margin products
      </Card>

      <Card title="Limited" icon="hashtag">
        Enter a number (e.g., **3**) to limit discounted items

        **Use for**: Margin protection, controlled promotions
      </Card>
    </CardGroup>

    <Tip>
      **Recommended**: Start with maxQuantity = 3-5 for most offers to balance customer value and margin protection.
    </Tip>
  </Step>

  <Step title="Set Conditions (Advanced Only)">
    For Advanced Product Discounts, configure additional conditions:

    <AccordionGroup>
      <Accordion title="Exclusions">
        Exclude specific products or collections from the discount

        **Example**: Exclude already-on-sale items or specific premium products
      </Accordion>

      <Accordion title="Purchase Type">
        Limit to one-time purchases, subscriptions, or both

        **Example**: Subscription-only discount or one-time purchase only
      </Accordion>
    </AccordionGroup>
  </Step>

  <Step title="Configure Discount Preferences">
    **On Sale Item Discounts:**

    * **Do not discount**: Exclude items already on sale
    * **Allow additional discounting**: Stack with existing sales

    **Discount Strategy:**

    * **Highest priced items first**: Apply to most expensive items first
    * **Lowest priced items first**: Apply to least expensive items first

    <Tip>
      Use "Highest priced items first" when maxQuantity is limited - customers get better perceived value.
    </Tip>
  </Step>

  <Step title="Set Schedule (Optional)">
    Configure when your offer is active:

    * **Start Date/Time**: When the offer begins
    * **End Date/Time**: When the offer expires (optional)
    * **Time Zone**: Automatically uses your store's timezone

    <Tip>
      Leave end date blank for ongoing offers. Set specific dates for flash sales and seasonal promotions.
    </Tip>
  </Step>

  <Step title="Configure Advanced Settings (Optional)">
    **Priority:**

    * Set offer priority for stacking with other offers
    * Higher numbers = higher priority

    **Channels:**

    * Choose which sales channels (Online Store, POS, etc.)

    **Fulfillment Types:**

    * Limit to shipping, pickup, delivery, etc.

    **Budget:**

    * Assign a budget to cap total discount spending
  </Step>

  <Step title="Review & Activate">
    1. Review the offer summary in the right panel
    2. Verify all settings are correct
    3. Click **Save Offer**
    4. Toggle **Activate** to launch

    <Callout>
      Upon activation, your offer immediately goes live and becomes trackable in Atom Commerce analytics.
    </Callout>
  </Step>
</Steps>

***

## Product Discount Strategies by Industry

<AccordionGroup>
  <Accordion title="Fashion & Apparel">
    <CardGroup cols={2}>
      <Card title="Seasonal Clearance">
        **Strategy**: 30% off entire "Winter Collection"

        **Type**: Collection Discount

        **maxQuantity**: Unlimited

        **Goal**: Clear seasonal inventory before new season
      </Card>

      <Card title="New Arrival Promotion">
        **Strategy**: 15% off "Spring Dresses", maxQuantity = 2

        **Type**: Advanced Collection

        **Goal**: Drive traffic while protecting margins
      </Card>

      <Card title="Flash Sale">
        **Strategy**: USD 50 off "Premium Denim Jacket"

        **Type**: Single Product

        **Duration**: 24 hours

        **Goal**: Create urgency and boost daily sales
      </Card>

      <Card title="Multi-Buy Incentive">
        **Strategy**: 20% off "Basic Tees" when buying 3+

        **Type**: Advanced Collection

        **Condition**: Minimum 3 items

        **Goal**: Increase units per transaction
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Electronics & Technology">
    <CardGroup cols={2}>
      <Card title="Clearance Pricing">
        **Strategy**: USD 100 off "Last Gen Smartphones"

        **Type**: Collection Discount

        **Goal**: Move inventory before new model launch
      </Card>

      <Card title="Accessory Promotion">
        **Strategy**: 25% off "Phone Cases", maxQuantity = 3

        **Type**: Advanced Collection

        **Goal**: High-volume sales with margin control
      </Card>

      <Card title="Premium Product Launch">
        **Strategy**: USD 200 off "4K Drone" for first week

        **Type**: Single Product

        **Schedule**: 7 days only

        **Goal**: Generate initial sales momentum
      </Card>

      <Card title="Bulk Business Discount">
        **Strategy**: 15% off "Monitors" when buying 5+, cart USD 2000+

        **Type**: Advanced Single Product

        **Goal**: Attract business/wholesale customers
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Home & Garden">
    <CardGroup cols={2}>
      <Card title="End of Season">
        **Strategy**: 40% off "Patio Furniture" collection

        **Type**: Collection Discount

        **Goal**: Clear summer inventory in fall
      </Card>

      <Card title="Holiday Decor">
        **Strategy**: 30% off "Christmas Decorations", maxQuantity = 10

        **Type**: Advanced Collection

        **Goal**: Volume sales with margin protection
      </Card>

      <Card title="Featured Product">
        **Strategy**: USD 75 off "Premium Garden Hose System"

        **Type**: Single Product

        **Goal**: Promote high-margin featured item
      </Card>

      <Card title="Bundle Incentive">
        **Strategy**: 20% off "Gardening Tools" with maxQuantity control

        **Type**: Advanced Collection

        **maxQuantity**: 5 items per order

        **Goal**: Increase category sales while protecting margins
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Beauty & Cosmetics">
    <CardGroup cols={2}>
      <Card title="New Product Introduction">
        **Strategy**: 20% off "New Skincare Line"

        **Type**: Collection Discount

        **Duration**: First 30 days

        **Goal**: Build awareness and trial
      </Card>

      <Card title="Stock Up Deal">
        **Strategy**: Use maxQuantity to control bulk discount costs

        **Type**: Advanced Collection

        **maxQuantity**: Limit to 3 items per order

        **Goal**: Encourage purchases while protecting margins
      </Card>

      <Card title="Limited Edition">
        **Strategy**: 15% off "Holiday Gift Sets", maxQuantity = 3

        **Type**: Advanced Collection

        **Goal**: Control limited inventory discounting
      </Card>

      <Card title="Subscription Incentive">
        **Strategy**: 25% off for subscription purchases only

        **Type**: Advanced Collection

        **Condition**: Subscription only

        **Goal**: Convert to recurring revenue
      </Card>
    </CardGroup>
  </Accordion>

  <Accordion title="Food & Beverage">
    <CardGroup cols={2}>
      <Card title="New Flavor Launch">
        **Strategy**: USD 3 off "New Coffee Blend"

        **Type**: Single Product

        **Duration**: First 2 weeks

        **Goal**: Drive trial of new product
      </Card>

      <Card title="Bulk Savings">
        **Strategy**: 20% off "Protein Bars" when buying 6+

        **Type**: Advanced Single Product

        **Condition**: Minimum 6 units

        **Goal**: Increase order volume
      </Card>

      <Card title="Seasonal Promotion">
        **Strategy**: 15% off "Summer Beverages" collection

        **Type**: Collection Discount

        **Schedule**: June-August

        **Goal**: Boost seasonal category sales
      </Card>

      <Card title="Sample Promotion">
        **Strategy**: 30% off "Sample Packs", maxQuantity = 2

        **Type**: Advanced Collection

        **Goal**: Let customers try multiple products affordably
      </Card>
    </CardGroup>
  </Accordion>
</AccordionGroup>

***

## Best Practices for Product Discounts

### When to Use Product Discount vs Other Offer Types

<CardGroup cols={3}>
  <Card title="Use Product Discount" icon="tag">
    * Direct product/collection sales
    * Seasonal clearance
    * Simple, clear offers
    * Inventory management
    * Flash sales
  </Card>

  <Card title="Use BXGY" icon="gift">
    * Cross-selling products
    * "Buy this, get that" mechanics
    * Introducing new products
    * Moving slow items with popular ones
  </Card>

  <Card title="Use BMSM" icon="layer-group">
    * Volume purchasing incentives
    * Progressive savings
    * Tiered discounts
    * Encouraging bulk buys
  </Card>
</CardGroup>

### maxQuantity Strategy Recommendations

<Steps>
  <Step title="For High-Margin Products">
    **Use**: Unlimited maxQuantity (-1)

    **Why**: You can afford to discount heavily without margin concerns

    **Example**: Jewelry, digital products, premium accessories with 60%+ margins
  </Step>

  <Step title="For Medium-Margin Products">
    **Use**: maxQuantity = 3-5

    **Why**: Allows stocking up while protecting margins on very large orders

    **Example**: Apparel, home goods, electronics accessories with 30-60% margins
  </Step>

  <Step title="For Low-Margin Products">
    **Use**: maxQuantity = 1-2

    **Why**: Strict control to prevent margin erosion

    **Example**: Electronics, wholesale items, commodities with \<30% margins
  </Step>

  <Step title="For Flash Sales & Urgent Promotions">
    **Use**: maxQuantity = 2-3 with messaging

    **Why**: Creates scarcity and urgency

    **Example**: "Limited to 3 per customer - act fast!"
  </Step>
</Steps>

### Collection vs Single Product Selection

<AccordionGroup>
  <Accordion title="Choose Single Product When:">
    ✅ Promoting one specific SKU

    ✅ Testing discount effectiveness on individual items

    ✅ Flash sale on featured product

    ✅ Clearing specific overstock

    ✅ New product launch with introductory pricing

    ✅ Different discount amounts needed per product
  </Accordion>

  <Accordion title="Choose Collection When:">
    ✅ Category-wide seasonal sales

    ✅ Brand-specific promotions

    ✅ Managing many products easily

    ✅ Dynamic inventory (products frequently added/removed)

    ✅ Consistent discount across related products

    ✅ Simplifying offer management
  </Accordion>
</AccordionGroup>

### Margin Protection Tips

<CardGroup cols={2}>
  <Card title="Use maxQuantity Wisely" icon="shield">
    Set appropriate limits based on product margins

    **Rule of thumb**: Lower margin = lower maxQuantity
  </Card>

  <Card title="Exclude Sale Items" icon="ban">
    Prevent double-discounting by excluding items already on sale

    **Setting**: "Do not discount on-sale items"
  </Card>

  <Card title="Use Purchase Type Restrictions" icon="filter">
    Limit discounts to specific purchase types for strategic targeting

    **Example**: "Subscription-only: 20% off" or "One-time purchases only"
  </Card>

  <Card title="Use Budgets" icon="piggy-bank">
    Cap total promotional spending with budget limits

    **Example**: "USD 5,000 campaign budget"
  </Card>

  <Card title="Monitor Performance" icon="chart-line">
    Track offer performance and adjust based on margin impact

    **Tools**: Atom Commerce analytics dashboard
  </Card>

  <Card title="Test Before Scaling" icon="flask">
    Start with limited maxQuantity, then expand based on results

    **Example**: Test maxQuantity = 2 for one week
  </Card>
</CardGroup>

### A/B Testing Suggestions

<Steps>
  <Step title="Test Discount Depth">
    **Variant A**: 15% off\
    **Variant B**: 20% off\
    **Measure**: Conversion rate vs margin impact
  </Step>

  <Step title="Test maxQuantity Limits">
    **Variant A**: maxQuantity = unlimited\
    **Variant B**: maxQuantity = 3\
    **Measure**: Units per order vs total margin
  </Step>

  <Step title="Test Discount Type">
    **Variant A**: USD 10 off (amount)\
    **Variant B**: 20% off (percent)\
    **Measure**: Psychological appeal and conversion
  </Step>

  <Step title="Test Messaging">
    **Variant A**: "20% Off Collection"\
    **Variant B**: "Flash Sale - 3 Item Limit"\
    **Measure**: Urgency impact on conversion
  </Step>
</Steps>

### Common Pitfalls to Avoid

<AccordionGroup>
  <Accordion title="❌ No maxQuantity on Low-Margin Items">
    **Problem**: Large orders can turn profitable sales into losses

    **Solution**: Always set maxQuantity for products with margins \<40%

    **Example**: Set maxQuantity = 3 for electronics accessories
  </Accordion>

  <Accordion title="❌ Overlapping Discounts Without Priority">
    **Problem**: Multiple conflicting offers cause confusion

    **Solution**: Set clear priorities and ensure only one item discount applies per line

    **Example**: Product Discount (Priority 10) vs BXGY (Priority 5)
  </Accordion>

  <Accordion title="❌ No End Date on Test Offers">
    **Problem**: Test offers run indefinitely, impacting margins

    **Solution**: Always set end dates for promotional tests

    **Example**: 7-day flash sale with clear end date
  </Accordion>

  <Accordion title="❌ Discounting Already-On-Sale Items">
    **Problem**: Double discounting erodes margins unnecessarily

    **Solution**: Use "Do not discount on-sale items" setting

    **Example**: Exclude clearance items from collection discount
  </Accordion>

  <Accordion title="❌ Unclear Offer Names">
    **Problem**: Can't quickly identify offers in reporting

    **Solution**: Use descriptive names with product and discount info

    **Example**: "Winter-Coats-25Off-MaxQty3" vs "Discount1"
  </Accordion>

  <Accordion title="❌ Not Monitoring Performance">
    **Problem**: Ineffective offers continue running, wasting budget

    **Solution**: Weekly review of offer performance metrics

    **Example**: Check conversion rate, AOV, and margin impact
  </Accordion>
</AccordionGroup>

***

## Monitoring & Optimization

### Key Metrics to Track

<CardGroup cols={2}>
  <Card title="Conversion Rate" icon="percentage">
    **What**: % of visitors who purchase discounted products

    **Target**: 2-5% increase vs non-discounted

    **Action**: If low, test deeper discounts or better messaging
  </Card>

  <Card title="Average Order Value (AOV)" icon="dollar-sign">
    **What**: Average total of orders with the discount

    **Target**: Should remain profitable after discount

    **Action**: If too low, add minimum order requirements
  </Card>

  <Card title="Units Per Order" icon="boxes">
    **What**: Average discounted items per order

    **Target**: Monitor against maxQuantity limits

    **Action**: Adjust maxQuantity based on average
  </Card>

  <Card title="Margin Impact" icon="chart-line">
    **What**: Profit margin after discounts applied

    **Target**: Maintain target margin % for category

    **Action**: Reduce discount or lower maxQuantity if needed
  </Card>

  <Card title="Discount Usage Rate" icon="users">
    **What**: % of eligible customers using the offer

    **Target**: 15-30% usage rate

    **Action**: If low, improve visibility or offer value
  </Card>

  <Card title="Revenue Lift" icon="trending-up">
    **What**: Incremental revenue from the offer

    **Target**: Positive ROI after discount costs

    **Action**: Calculate: (Revenue - Discount Cost) vs baseline
  </Card>
</CardGroup>

### Optimization Strategies

<Steps>
  <Step title="Week 1: Launch & Monitor">
    * Launch offer with conservative maxQuantity
    * Track daily performance metrics
    * Monitor customer feedback
    * Watch for margin impact
  </Step>

  <Step title="Week 2: Analyze & Adjust">
    * Review conversion rates and AOV
    * Check if maxQuantity is being hit
    * Analyze which products selling best
    * Consider adjusting discount depth
  </Step>

  <Step title="Week 3: Optimize">
    * Increase maxQuantity if margins allow
    * Adjust discount % based on performance
    * Refine product/collection selection
    * Test different messaging
  </Step>

  <Step title="Week 4: Scale or Pivot">
    * Scale successful offers
    * Pause underperforming ones
    * Document learnings
    * Plan next test
  </Step>
</Steps>

***

## Common Use Cases

<AccordionGroup>
  <Accordion title="Flash Sale - Single Product">
    **Scenario**: 24-hour flash sale on premium product

    **Setup**:

    * Type: Single Product Discount
    * Product: "Premium Wireless Speaker"
    * Discount: 30% off
    * maxQuantity: 2
    * Schedule: 24 hours
    * Method: Automatic

    **Expected Results**:

    * High urgency drives quick purchases
    * Limited maxQuantity protects margins
    * Short duration creates FOMO

    **Typical Performance**: 3-5x normal daily sales of the product
  </Accordion>

  <Accordion title="Seasonal Clearance - Collection">
    **Scenario**: End-of-season clearance for entire category

    **Setup**:

    * Type: Collection Discount
    * Collection: "Summer Apparel"
    * Discount: 40% off
    * maxQuantity: Unlimited (-1)
    * Schedule: 30 days
    * Method: Automatic

    **Expected Results**:

    * Clear seasonal inventory
    * Make room for new season
    * Accept lower margins for inventory turnover

    **Typical Performance**: 60-80% inventory clearance
  </Accordion>

  <Accordion title="New Product Launch - Advanced Single">
    **Scenario**: Introductory pricing for new product with minimum order

    **Setup**:

    * Type: Advanced Single Product Discount
    * Product: "New Smart Watch Model"
    * Discount: USD 50 off
    * Minimum Quantity: 1
    * Minimum Order Total: USD 200
    * maxQuantity: 1 per order
    * Schedule: First 14 days
    * Method: Automatic

    **Expected Results**:

    * Generate initial sales momentum
    * Attract early adopters
    * Ensure orders are profitable (USD 200 minimum)

    **Typical Performance**: 20-30% of new product awareness converts
  </Accordion>

  <Accordion title="Stock Liquidation - Advanced Collection">
    **Scenario**: Clear overstocked items with margin protection

    **Setup**:

    * Type: Advanced Collection Discount
    * Collection: "Overstock Items"
    * Discount: 35% off
    * maxQuantity: 3
    * Exclude: Sale items
    * On-Sale Items: Do not discount
    * Schedule: Until inventory cleared
    * Method: Automatic

    **Expected Results**:

    * Move excess inventory
    * Protect margins with maxQuantity limit
    * Avoid double-discounting sale items

    **Typical Performance**: 50% inventory reduction per month
  </Accordion>

  <Accordion title="Wholesale Discount - Advanced Single">
    **Scenario**: Special pricing for subscription customers

    **Setup**:

    * Type: Advanced Single Product Discount
    * Product: "Office Chair - Bulk"
    * Discount: 20% off
    * Purchase Type: Subscription only
    * maxQuantity: Unlimited
    * Schedule: Ongoing
    * Method: Discount Code "SUBSCRIBE20"

    **Expected Results**:

    * Incentivize subscription sign-ups
    * Recurring revenue stream
    * Customer loyalty through subscription perks

    **Typical Performance**: 15-20% of customers convert to subscriptions
  </Accordion>
</AccordionGroup>

***

## Troubleshooting & FAQs

<AccordionGroup>
  <Accordion title="Why isn't my discount showing in the cart?">
    **Common causes**:

    ✅ Check offer is **Activated** (toggle on)

    ✅ Verify product/collection is correctly selected

    ✅ Check schedule - offer may not have started or may have ended

    ✅ Ensure purchase type restrictions are met (one-time vs subscription)

    ✅ Check if customer has reached maxQuantity limit

    ✅ Verify sales channel is included in offer settings

    ✅ Check priority - another offer may be taking precedence
  </Accordion>

  <Accordion title="Discount applies to more items than maxQuantity setting?">
    **Possible reasons**:

    ✅ Check if "Allow multiple uses per order" is enabled

    ✅ Verify maxQuantity value is saved correctly

    ✅ Ensure you're testing in the correct sales channel

    ✅ Check if customer has multiple carts or sessions

    **Solution**: Review offer settings and re-save maxQuantity
  </Accordion>

  <Accordion title="How do I prevent stacking with other offers?">
    **Options**:

    1. **Use Priority**: Set Product Discount to higher priority than other item discounts

    2. **Disable Stacking**: Only one item discount applies per line (default behavior)

    3. **Exclude Collections**: Use exclusions to prevent overlap

    4. **Different Channels**: Assign offers to different sales channels

    **Remember**: Only one item discount can apply per cart line
  </Accordion>

  <Accordion title="Can I discount specific variants only?">
    **Yes!**

    When selecting products:

    * Expand the product in the selector
    * Check only the specific variants you want
    * Unchecked variants won't be discounted

    **Example**: Discount "Red" and "Blue" t-shirts but not "Green"
  </Accordion>

  <Accordion title="What happens if I change the collection after creating the offer?">
    **Dynamic Updates**:

    ✅ **Add products to collection**: They automatically get the discount

    ✅ **Remove products from collection**: They lose the discount

    ✅ **No need to edit the offer**: Collection discounts are dynamic

    **Best Practice**: Use this for seasonal rotations and inventory management
  </Accordion>

  <Accordion title="How do I target subscription products only?">
    **Use Advanced Product Discount**:

    1. Select Advanced Single Product or Advanced Collection
    2. In Conditions section, find "Purchase Type"
    3. Select "Subscription" only
    4. Discount will only apply to subscription purchases

    **Use Case**: Encourage subscription adoption with exclusive pricing
  </Accordion>

  <Accordion title="Can I exclude items already on sale?">
    **Yes - Highly Recommended**:

    In Discount Preferences:

    * Select **"Do not discount on-sale items"**

    **Why**: Prevents double-discounting and margin erosion

    **How it works**: Checks Shopify's compare-at price vs current price
  </Accordion>

  <Accordion title="What's the difference between maxQuantity and maximum discount per order?">
    **maxQuantity**:

    * Limits NUMBER of items that can be discounted
    * Example: maxQuantity = 3 means first 3 items get discount

    **Maximum Discount Per Order**:

    * Caps TOTAL DOLLAR AMOUNT of discount
    * Example: Max USD 100 means discount stops at USD 100 total savings

    **Use Both**: For ultimate control over discount exposure
  </Accordion>
</AccordionGroup>

***

## Product Discount vs Other Offer Types: Quick Comparison

| Feature                    | Product Discount                | BXGY          | BMSM                         | Bundles                      |
| -------------------------- | ------------------------------- | ------------- | ---------------------------- | ---------------------------- |
| **Best For**               | Direct product/collection sales | Cross-selling | Volume incentives            | Pre-defined sets             |
| **Discount Modes**         | Amount, Percent, Fixed Price    | % Off only    | Amount, Percent, Fixed Price | Amount, Percent, Fixed Price |
| **Setup Complexity**       | ⭐ Simple                        | ⭐⭐ Moderate   | ⭐⭐ Moderate                  | ⭐⭐⭐ Complex                  |
| **Customer Understanding** | ⭐⭐⭐ Very Easy                   | ⭐⭐ Easy       | ⭐⭐ Easy                      | ⭐ Requires explanation       |
| **Margin Control**         | ✅ maxQuantity                   | ✅ Limits      | ✅ Tiered                     | ⚠️ Fixed bundle              |
| **Inventory Management**   | ✅ Excellent                     | ⭐⭐ Good       | ⭐⭐ Good                      | ⭐ Limited                    |
| **Seasonal Sales**         | ✅ Perfect                       | ⚠️ Not ideal  | ⭐⭐ Good                      | ⚠️ Not ideal                 |
| **Flash Sales**            | ✅ Excellent                     | ⭐⭐ Good       | ⚠️ Complex                   | ⚠️ Not ideal                 |
| **AOV Increase**           | ⭐ Limited                       | ⭐⭐⭐ Excellent | ⭐⭐⭐ Excellent                | ⭐⭐⭐ Excellent                |

***

## Related Resources

<CardGroup cols={3}>
  <Card title="Creating Offers" icon="plus" href="/offers/creating-offers">
    General guide to creating any offer type
  </Card>

  <Card title="Offer Types" icon="layer-group" href="/offers/offer-types">
    Overview of all available offer types
  </Card>

  <Card title="Priority & Stacking" icon="arrow-up" href="/offers/priority-and-stacking">
    How offers interact and stack
  </Card>

  <Card title="BMSM Guide" icon="chart-line" href="/guides/buy-more-save-more">
    Buy More Save More promotions
  </Card>

  <Card title="Bundle Discounts" icon="box" href="/guides/bundle-discounts">
    Creating product bundles
  </Card>

  <Card title="Gift With Purchase" icon="gift" href="/guides/gift-with-purchase">
    GWP promotional strategies
  </Card>
</CardGroup>

***

## Key Takeaways

* **Product Discounts** are perfect for direct, simple promotions on specific products or collections
* Use **maxQuantity** to protect margins while still offering compelling value to customers
* **Collection Discounts** are dynamic - add products to collections and they automatically inherit the discount
* **Advanced options** give you precise control with conditions, exclusions, and purchase type restrictions
* Start with **maxQuantity = 3-5** for most products to balance customer value and margin protection
* **Monitor performance** weekly and adjust based on conversion rates, AOV, and margin impact
* Use **Single Product** for focused promotions, **Collections** for scalability and category sales
* **Exclude sale items** to prevent double-discounting and protect margins
* **Set end dates** for test offers and promotional campaigns
* **A/B test** discount depth, maxQuantity limits, and messaging to optimize performance

<Callout>
  Ready to create your first Product Discount? Head to your [Atom Commerce Dashboard](https://admin-us-central1.atomcommerce.io) and start boosting your sales today!
</Callout>


# Offer Best Practices
Source: https://docs.atomcommerce.io/offers/best-practices

Strategies and recommendations for creating effective promotional offers that drive sales and enhance customer experience while protecting margins.

## Overview

This guide provides strategies and recommendations for creating effective promotional offers that drive sales and enhance customer experience.

<Tip>
  Start with clear goals, then build offers that align with your business objectives. Test and iterate based on performance data.
</Tip>

## Strategic Planning

### Setting Clear Goals

Before creating any offer, establish clear objectives:

* Increase revenue
* Boost average order value
* Clear excess inventory
* Acquire new customers
* Reward loyal customers
* Encourage repeat purchases

### Timing Your Promotions

Strategic timing can significantly impact offer effectiveness:

* **Seasonal Offers**: Align with holidays and seasonal buying patterns
* **Competitive Timing**: Consider your competitors' promotional calendars
* **Customer Behavior**: Schedule based on when your customers typically shop
* **Product Lifecycle**: Time promotions with new product launches or inventory cycles

## Offer Structure Best Practices

### Buy X Get Y (BXGY) Offers

* **Value Perception**: Offering a free item often has better psychological impact than an equivalent discount
* **Complementary Products**: Pair products frequently bought together
* **New Product Introduction**: Use popular items to introduce customers to new products

### Volume Discounts

* **Tiered Thresholds**: Set realistic tier thresholds based on customer buying patterns
* **Increasing Value**: Ensure higher tiers offer noticeably better value
* **Clear Communication**: Make the tiered structure easy to understand

### Bundles

* **Logical Grouping**: Create bundles of products that naturally go together
* **Value Clarity**: Clearly show the savings compared to buying items separately
* **Flexibility**: Consider allowing some customization within bundles

### Gift With Purchase (GWP)

* **Gift Value**: Ensure the gift has perceived value to the customer
* **Relevance**: Make gifts relevant to the purchasing context
* **Exclusivity**: Use limited-edition or exclusive items as gifts for premium appeal

## Customer Targeting

* **Segmentation**: Target offers to specific customer segments for higher relevance
* **Personalization**: Use customer purchase history to personalize offers
* **First-Time vs. Repeat**: Create different strategies for new and returning customers

## Communication Strategies

* **Clear Terms**: Make offer conditions easy to understand
* **Highlight Benefits**: Focus on the value to the customer, not just the discount
* **Multiple Touchpoints**: Promote offers across channels (email, site banners, product pages)
* **Urgency**: Create a sense of urgency with limited-time offers

## Testing and Optimization

* **A/B Testing**: Test different offer structures with similar customer segments
* **Incremental Analysis**: Measure the incremental lift from promotions, not just raw sales
* **Iterative Improvement**: Use performance data to refine future offers

## Common Pitfalls to Avoid

* **Discount Dependence**: Avoid training customers to only buy when there's a sale
* **Margin Erosion**: Calculate the profitability impact of each promotion
* **Complexity**: Keep offer terms simple and straightforward
* **Brand Perception**: Ensure promotions align with your brand positioning

## Measuring Success

Key metrics to track for each promotion:

* Revenue impact
* Profit margin impact
* Average order value
* Customer acquisition cost
* Customer lifetime value
* Repeat purchase rate

## Next Steps

* Explore [Analytics & Reporting](../analytics/key-metrics.md) to measure your offer performance
* Learn about [Campaign Management](../campaigns/creating.md) to organize your promotional strategy


# Creating Offers
Source: https://docs.atomcommerce.io/offers/creating-offers

A step-by-step guide for merchants to create, schedule, and manage promotions in Atom Commerce.

This page will walk you through creating your first promotion in Atom Commerce. Just follow each section below.

## Start a New Offer

Go to your Atom Commerce dashboard and click on **Offers** in the left menu. Then, click **Create New Offer** in the top right corner.

## Pick Your Offer Type

Choose the kind of promotion you want to run. Here are your options:

<CardGroup cols={2}>
  <Card title="Buy X Get Y (BXGY)" icon="gift">
    Give a free or discounted product when customers buy something else.
  </Card>

  <Card title="Buy More Save More (BMSM)" icon="layers">
    Offer bigger discounts when customers buy more items.
  </Card>

  <Card title="Bundles" icon="box">
    Sell groups of products together at a special price.
  </Card>

  <Card title="Gift With Purchase (GWP)" icon="present">
    Add a free or discounted gift to qualifying orders.
  </Card>

  <Card title="Order Discount" icon="percent">
    Take money off the whole order when certain conditions are met.
  </Card>

  <Card title="Shipping Discount" icon="truck">
    Reduce or remove shipping costs for your customers.
  </Card>
</CardGroup>

<Tip>
  Not sure which to pick? Check out our{" "}
  [Offer Types Guide](/offers/offer-types) for more details.
</Tip>

## Set the Basics

Give your offer a name, for most offers this will be the discount name that applies in the shopping cart.

<Note>
  Buy More Save More Volume discount types allow you to choose a separate
  discount title for each pricing tier. "Great Deal", "Super Discount", etc...
</Note>

## Schedule Your Offer

Decide when your offer should run. You can set start and optionally an end date.

<AccordionGroup>
  <Accordion title="Why schedule offers?">
    Scheduling lets you plan ahead for sales, holidays, or special events. Your
    offer will turn on and off automatically.
  </Accordion>

  <Accordion title="Tip: Time zones">
    The start and end dates of your offer will follow your browser’s current
    time zone. For example, if you’re in New York and schedule your offer to
    begin at midnight on June 1, it will start at midnight Eastern Time.
  </Accordion>
</AccordionGroup>

## Choose How Customers Get the Discount

Decide if the discount should apply automatically or if customers need to enter a code at checkout. You can also set limits, like how many times a code can be used.

<Note>
  For large campaigns, you can generate bulk coupon codes. This is especially
  useful for distributing unique codes to many customers and tracking individual
  redemptions.
</Note>

## Qualifiers and Targets

Offers in Atom Commerce revolve around two key roles: **qualifiers**—the items that trigger your discount—and **targets**—the items that actually receive it.

<CardGroup cols={2}>
  <Card title="Qualifier" icon="filter">
    <b>Qualifiers</b> are the items in the cart that trigger your discount. For
    example, in a "Buy any 3 items from the Boots collection, get a 10%
    discount" offer, the three qualifying items are the qualifiers—they meet the
    condition you set for the offer.
  </Card>

  <Card title="Target" icon="bullseye">
    <b>Targets</b> are the items that actually receive the discount. Sometimes,
    the qualifiers and targets are the same, but not always. For example, in a
    "Buy 2 items, get the 3rd item for 50% off" offer, the third item is the
    target—it receives the discount.
  </Card>
</CardGroup>

Don’t worry if this feels a bit confusing at first. The key takeaway is that qualifiers trigger the discount, and targets receive the discount. Later, when we discuss qualifier exclusions, it will be important to understand the difference between these two concepts.

## Set Conditions

Choose which products, collections, or customers the offer applies to. For example, you might want the offer to work only for certain products or for first-time buyers.

You may choose to discount any of the following, including combinations:

* All Products
* Specific Variants
* Specific Products
* Specific Collections

## Choose Condition Exclusions

If there are items you don’t want to count toward your qualifying criteria—while still allowing them to receive the discount—you can exclude any variants, products, or collections from acting as qualifiers:

* **Variants**: Exclude specific SKUs so they won’t trigger the discount condition.
* **Products**: Prevent entire products from qualifying.
* **Collections**: Omit whole collections (e.g., "Clearance") from counting toward the threshold.

<Tip>
  Use exclusions to fine-tune your promotions. For example, you might run a
  Spend \$50, Get 10% Off sale store-wide but exclude every product in the Apple
  collection so those items don’t count toward the \$50 threshold.
</Tip>

### How Exclusions Work for Order Discounts

For **Order Discounts**, exclusions work differently from item-level discounts:

* **If all items in the cart are excluded**: The discount will **not trigger** at all.
* **If some items are excluded and some are not**: The discount **will trigger** and apply only to eligible items (those not in excluded collections).

<CardGroup cols={2}>
  <Card title="Example: All Items Excluded" icon="x-circle">
    **Cart**: Only items from "Apple" collection (excluded)

    **Result**: Discount does not apply
  </Card>

  <Card title="Example: Mixed Cart" icon="check-circle">
    **Cart**: Items from "Apple" collection + other items

    **Result**: Discount applies to non-Apple items only
  </Card>
</CardGroup>

<Note>
  For order discounts, the discount is calculated based on the total price of all **eligible items** (items not in excluded collections). Excluded items are not included in the discount calculation.
</Note>

<Note>
  For detailed examples and troubleshooting, see our [Order Discounts Guide](/guides/order-discounts).
</Note>

## Define the Discount

Set the details of your discount—like how much off, which items are discounted, or if there's a maximum number of uses.

## Review and Save

Double-check your settings. When you're happy, click **Save Offer**. Your offer will appear in your Offers dashboard, where you can edit, duplicate, or activate it anytime.

<Note>
  Want to see more examples? Visit our [Offer Types](/offers/offer-types){" "}
  page for inspiration.
</Note>

## Define the Targets

Some discount types like Buy X get Y or Gift with Purchase allow you to specify discount targets that are different from the qualifiers. For these type sof discounts you simply choose the items that you wish to have discounted, and the quantity of those items which should be discounted.

## Choose Target Exclusions

If there are items you don’t want to count toward your qualifying criteria—while still allowing them to receive the discount—you can exclude any variants, products, or collections from acting as qualifiers:

* **Variants**: Exclude specific SKUs so they won’t trigger the discount.
* **Products**: Prevent entire products from qualifying.
* **Collections**: Omit whole collections (e.g., “Clearance”) from counting.

<Note>
  Excluded items will not count toward meeting the qualifying conditions, but
  they can still receive the discount if you include them as targets.
</Note>

<Tip>
  For example, you might run a “Buy any two pairs of shoes, get 50% off socks”
  promotion. Here, socks should receive the discount (as targets), but they
  shouldn’t count toward the two qualifying pairs of shoes—so you exclude the
  “Socks” collection from qualifiers.
</Tip>

<AccordionGroup>
  <Accordion title="How do I manage my offers after creating them?">
    After creating offers, you can:

    <ul>
      <li>View all active, scheduled, and expired offers</li>
      <li>Edit existing offers by clicking on them</li>
      <li>Duplicate offers to create similar promotions quickly</li>
      <li>Activate or deactivate offers as needed</li>
      <li>Monitor performance metrics for each offer</li>
    </ul>

    All of this is done from the Offers dashboard.
  </Accordion>

  <Accordion title="What should I do next?">
    <ul>
      <li>
        Learn about different [Types of Offers](/offers/offer-types) for
        more promotional ideas
      </li>

      <li>
        Understand [Scheduling Offers](/offers/scheduling) for future
        promotions
      </li>

      <li>
        Explore [Best Practices](/offers/best-practices) for effective
        promotion strategies
      </li>
    </ul>
  </Accordion>
</AccordionGroup>


# Managing Active Offers
Source: https://docs.atomcommerce.io/offers/managing

Learn how to effectively manage active promotional offers in Atom Commerce, including monitoring performance and making adjustments.

# Managing Active Offers

This guide covers how to effectively manage your active promotional offers in Atom Commerce.

## Active Offers Dashboard

The Active Offers dashboard provides an overview of all currently running promotions:

1. Navigate to "Offers" in the main menu
2. Select the "Active" tab to view all currently running offers
3. The dashboard displays:
   * Offer name and type
   * Start and end dates
   * Performance metrics
   * Status indicators

## Monitoring Offer Performance

For each active offer, you can monitor real-time performance:

1. Click on an offer to view its details
2. The Overview tab shows:
   * Usage count
   * Revenue generated
   * Average order value
   * Conversion rate
3. The Analytics tab provides more detailed metrics and trends

## Making Quick Adjustments

You can make several adjustments to active offers without needing to create new ones:

### Extending or Shortening Duration

1. Select the offer you want to adjust
2. Click "Edit" and navigate to the "Schedule" section
3. Modify the end date/time
4. Save your changes

### Pausing an Offer

If you need to temporarily stop an offer:

1. Find the offer in the Active Offers list
2. Click the "Pause" button or toggle
3. The offer will remain in your system but won't be applied to any orders
4. You can resume it at any time by clicking "Activate"

### Ending an Offer Early

To permanently end an offer before its scheduled end date:

1. Select the offer from the Active Offers list
2. Click "End Now" or "Deactivate"
3. Confirm your action

## Duplicating Successful Offers

When an offer performs well, you might want to duplicate it:

1. Select the offer you want to duplicate
2. Click the "Duplicate" button
3. Make any necessary adjustments to the copy
4. Save as a new offer or schedule it for future activation

## Bulk Actions

For managing multiple offers simultaneously:

1. Use the checkboxes to select multiple offers
2. Use the "Bulk Actions" dropdown to:
   * Pause selected offers
   * Activate selected offers
   * Delete selected offers
   * Export offer data

## Best Practices

* Regularly review active offers to ensure they're performing as expected
* Consider ending underperforming offers early to focus on better strategies
* Avoid having too many similar offers active simultaneously
* Use tags to organize and categorize your offers

## Next Steps

* Learn about [Best Practices](/offers/best-practices) for effective promotions
* Explore [Analytics & Reporting](/analytics/key-metrics) to measure performance


# null
Source: https://docs.atomcommerce.io/offers/offer-types



# Types of Offers

Atom Commerce offers a variety of promotion types to help you grow your business. Explore each type below to find the best fit for your goals.

<CardGroup cols={3}>
  <Card title="Product Discount" icon="tag" href="#product-discount">
    Apply discounts directly to specific products or collections with quantity
    control.
  </Card>

  <Card title="Buy X Get Y" icon="percent" href="#buy-x-get-y">
    Reward customers with a free or discounted product when they buy something
    else.
  </Card>

  <Card title="Advanced Buy X Get Y" icon="percent" href="#advanced-buy-x-get-y">
    Per-item minimums,order minimums, and precise targeting for the discounted
    items.
  </Card>

  <Card title="Buy More Save More" icon="percent" href="#buy-more-save-more">
    Offer bigger discounts as customers buy more items.
  </Card>

  <Card title="Bundles" icon="box" href="#bundles">
    Sell groups of products together at a special price.
  </Card>

  <Card title="Gift With Purchase" icon="gift" href="#gift-with-purchase">
    Add a free or discounted gift to qualifying orders.
  </Card>

  <Card title="Order Discount" icon="percent" href="#order-discount">
    Take money off the whole order when certain conditions are met.
  </Card>

  <Card title="Shipping Discount" icon="truck" href="#shipping-discount">
    Reduce or remove shipping costs for your customers.
  </Card>
</CardGroup>

## Product Discount

<Tip>
  Product Discounts are perfect for targeted promotions, seasonal sales,
  and clearing specific inventory with precise margin control.
</Tip>

Product Discounts allow you to apply discounts directly to specific products
or entire collections. Unlike BXGY offers, these apply immediately without
requiring purchase of qualifying items. Use the **maxQuantity** feature to control
how many items can be discounted per order, protecting margins while offering value.

<ul>
  <li>
    <b>Single Product Discount:</b> Apply discounts to specific individual
    products. For example, "Get 20% off Premium Headphones."
  </li>

  <li>
    <b>Collection Discount:</b> Discount all products in a collection. For
    example, "Save 15% on all Winter Coats."
  </li>

  <li>
    <b>Advanced Single Product:</b> Single product with conditions like
    exclusions or purchase type restrictions (one-time vs subscription).
  </li>

  <li>
    <b>Advanced Collection:</b> Collection discounts with advanced rules,
    exclusions, purchase type restrictions, and maxQuantity control for margin protection.
  </li>
</ul>

### Capabilities

* **Product Selection** – Choose *Specific Products* or *Specific Collections*

* **Discount Modes** – **Amount Off**, **Percent Off**, or **Fixed Price**

* **maxQuantity Control** – Set unlimited (-1) or limit discounted items per order\
  Example: maxQuantity = 3 means only the first 3 qualifying items get discounted

* **Conditions** (Advanced only):

  * **Exclude** specific products or collections
  * **Purchase Type**: One-time, Subscription, or Both

* **Sale item handling** – Allow or block additional discounting on already-on-sale items

* **Discount strategy** – Apply to *Highest priced items first* or *Lowest priced items first*

* **Limits** – Cap the **maximum discount per order** and choose whether to **allow multiple uses per order**

* **Method** – Automatic, single discount code, or coupon batch distribution

* **Scheduling** – Start date/time with optional end date/time

***

### Example 1: Simple Collection Discount with maxQuantity

<Callout>
  **Goal**: Promote Winter Collection with 25% off, limit 3 items per customer
  to protect margins
</Callout>

#### How to set this up

1. **Name** your offer "Winter Sale 25% Off"
2. **Method**: Select **Automatic**
3. **Type**: Choose **Collection Discount**
4. **Select Collections**: Choose "Winter Collection"
5. **Discount Mode**: Select **Percent Off** and enter **25**
6. **maxQuantity**: Enter **3** (only first 3 items discounted per order)
7. **On-Sale Item Discounts**: Choose based on your strategy (recommend "Do not discount")
8. **Discount Strategy**: Pick *Highest priced items first* to maximize perceived value
9. Save and activate

#### Behavior notes

* Customers adding 5 winter items: first 3 get 25% off, last 2 are full price
* Discount applies automatically at checkout
* No minimum purchase required (unless added in Advanced version)
* maxQuantity protects margins on bulk orders

<Callout>
  **Example Cart**:

  * Item 1 (USD 150): USD 112.50 after 25% off
  * Item 2 (USD 120): USD 90 after 25% off
  * Item 3 (USD 100): USD 75 after 25% off
  * Item 4 (USD 80): USD 80 full price (maxQuantity reached)
  * Item 5 (USD 60): USD 60 full price (maxQuantity reached)

  **Total**: USD 417.50 instead of USD 382.50 if all discounted
  **Your margin protected by**: USD 35
</Callout>

***

### Example 2: Advanced Single Product - Subscription Discount

<Callout>
  **Goal**: USD 50 off "Premium Headphones" for subscription purchases only
</Callout>

#### How to set this up

1. **Name** your offer "Premium Headphones Subscription Deal"
2. **Method**: Select **Automatic**
3. **Type**: Choose **Advanced Single Product Discount**
4. **Select Product**: "Premium Headphones"
5. **Conditions**:
   * **Purchase Type**: **Subscription Only**
6. **Discount Mode**: **Amount Off** → **50**
7. **maxQuantity**: **-1** (unlimited)
8. **On-Sale Item Discounts**: Select "Do not discount on-sale items"
9. Save and activate

#### Behavior notes

* Discount only applies to subscription purchases of Premium Headphones
* One-time purchases do not receive the discount
* Great for encouraging recurring revenue through subscriptions
* Helps build customer loyalty and predictable revenue stream

***

### Example 3: Collection Discount with Exclusions

<Callout>
  **Goal**: 20% off "Accessories" collection but exclude already-on-sale items
  and specific premium products
</Callout>

#### How to set this up

1. **Type**: Choose **Advanced Collection Discount**
2. **Select Collection**: "Accessories"
3. **Discount Mode**: **Percent Off** → **20**
4. **maxQuantity**: **5**
5. **Exclusions**:
   * Select specific premium products to exclude
   * Or exclude entire "Premium Accessories" collection
6. **On-Sale Item Discounts**: Select **"Do not discount on-sale items"**
7. **Discount Strategy**: *Highest priced items first*

#### Behavior notes

* Only non-sale accessories (excluding premium ones) get the discount
* Maximum 5 items discounted per order
* Highest priced eligible items discounted first
* Prevents double-discounting and protects premium product margins

***

### Example 4: Collection Discount with Fixed Price

<Callout>
  **Goal**: Flash sale on "Premium T-Shirts" collection - all items USD 29.99 each
</Callout>

#### How to set this up

1. **Type**: Choose **Collection Discount**
2. **Select Collection**: "Premium T-Shirts"
3. **Discount Mode**: **Fixed Price** → **29.99**
4. **maxQuantity**: **5**
5. **On-Sale Item Discounts**: Select **"Do not discount on-sale items"**
6. **Discount Strategy**: *Highest priced items first*

#### Behavior notes

* All premium t-shirts (originally USD 45-65) now USD 29.99 each
* Items priced below USD 29.99 are automatically excluded
* Maximum 5 items get the fixed price per order
* Clear value: "All Premium T-Shirts USD 29.99!" is more compelling than "40-55% off"
* Great for flash sales and psychological pricing

<Callout>
  **Example Cart**:

  * Item 1 (originally USD 65): USD 29.99 (saves USD 35.01)
  * Item 2 (originally USD 55): USD 29.99 (saves USD 25.01)
  * Item 3 (originally USD 45): USD 29.99 (saves USD 15.01)
  * Item 4 (originally USD 25): USD 25 (no discount - fixed price is higher)
  * Item 5 (originally USD 50): USD 29.99 (saves USD 20.01)

  **Total Savings**: USD 95.04 on 4 discounted items
</Callout>

<Tip>
  **Fixed Price Strategy**: Perfect for creating urgency with clear pricing like "Everything USD 29.99!"
  Works best for premium products and flash sales where the psychological impact of the price point
  matters more than the percentage discount.
</Tip>

***

<Tip>
  Use **Simple** versions (Product or Collection) for straightforward sales.
  Use **Advanced** versions when you need conditions, exclusions, per-product
  minimums, or sophisticated targeting.
</Tip>

<Tip>
  **When to use maxQuantity**: Set limits on medium to low margin products
  (maxQuantity = 3-5). Use unlimited (-1) only for high-margin items or
  aggressive clearance sales.
</Tip>

**For complete setup guides, examples, and best practices, see our**\
**[Product Discounts Guide](/guides/product-discounts)**

***

## Buy X Get Y

When a customer buys a certain product or quantity, they get another product
for free or at a discount.

<ul>
  <li>
    <b>Buy One Get One Free (BOGO):</b> Buy any sweater, get a scarf free.
  </li>

  <li>
    <b>Buy X, Get Y at a Discount:</b> Buy a laptop, get 20% off any laptop
    bag.
  </li>

  <li>
    <b>Buy X, Get Y at a Fixed Price:</b> Buy a camera, get a tripod for
    \$19.99.
  </li>
</ul>

<ul>
  <li>Set clear purchase requirements.</li>
  <li>Use limited-time offers to create urgency.</li>
  <li>Communicate the value clearly to your customers.</li>
</ul>

***

## Advanced Buy X Get Y

<Tip>
  Use Advanced BXGY to combine product/collection qualifiers, per-item minimums,
  order minimums, and precise targeting for the discounted items.
</Tip>

### Capabilities

* **Qualifiers (X)** – Choose *Specific Products* or *Specific Collections*.\
  Supports:

  * **Minimum quantity of items** or **Minimum spend on items**
  * **Specify quantities individually** for each product in the qualifier set
  * **Exclude** specific products or collections from qualifying
  * **Require minimum order total** (order-level threshold)

* **Purchase requirement options**

  * Apply to *Any product* in the qualifier set or *All products*
  * Limit by:
    * **One-time purchase**
    * **Subscription**
    * **Both**

* **Targets (Y)** – Discount *Specific Products* or *Specific Collections*\
  Modes: **Amount Off**, **Percent Off**, **Fixed Price**, or **Free**

* **Sale item handling** – Allow or block additional discounting on already on-sale items

* **Discount strategy** – Apply to *Highest priced items first* or *Lowest priced items first*\
  Optional:

  * **Discount only the highest priced item**
  * **Only items that meet minimum requirements** (limit the Y discount to lines that satisfy X)

* **Limits** – Cap the **maximum discount per order** and choose whether to **allow multiple uses per order**

* **Method** – Automatic, single discount code, or coupon batch distribution

* **Scheduling** – Start date/time with optional end date/time

{" "}

<Tip>
  Combine order minimums with per-item minimums, then turn on **Only items that
  meet minimum requirements** to ensure the discount applies only to qualifying
  lines.
</Tip>

***

### Example 1: Wholesale tier with order minimum & per-item minimum (Percent Off)

<Callout>
  **Goal**: Orders of **\$3,500 or more** receive **40% off the regular price**
  on items where the shopper buys **10 or more units of the same product**.
  Smaller-quantity items can be in the cart but are not discounted. **Coupon
  code**: `BULK40`
</Callout>

#### How to set this up

1. **Name** your offer and (optionally) add badge text.
2. **Method**: Select **Discount Code** and enter `BULK40`.
3. **Dates**: Set your start date/time (and end date/time if needed).

**Customer Purchases (Qualifiers)**

* Choose **Specific Products** or **Specific Collections** that qualify.
* Under **Conditions**, enable **Minimum quantity of items**.
* Enable **Specify quantities individually** and set the minimum **10** for each product.
* Turn on **Require minimum order total** and set it to **\$3,500**.
* **Purchase Requirement Options**: Use *Any product* (best for mix-and-match across your wholesale catalog).
* **Purchase Type**: Choose *One-Time*, *Subscription*, or *Both*.

**Customer Receives Discount On (Targets)**

* Choose the same **Specific Products** or **Specific Collections** you want discounted.
* **Discount Mode**: Select **Percent Off** and set to **40%**.
* **On-Sale Item Discounts**: Choose whether to allow additional discounting on already on-sale items.
* **Discount Strategy**: Pick *Highest priced items first* (or *Lowest*).
* **Target Options**: Enable **Only items that meet minimum requirements** to restrict discounts to 10+ unit lines.
* (Optional) Leave **Discount only the highest priced item** off to discount all qualifying lines.

**Discount Limits**

* (Optional) Set a **maximum discount per order**.
* (Optional) **Allow multiple uses per order** if you want the rule to scale across many qualifying lines.

4. Save and test: Add several products at **10+ units** each plus some single-unit products.\
   The 40% discount should apply only to the 10+ unit lines once the cart total reaches **\$3,500 or more** and `BULK40` is applied.

#### Behavior notes

* Smaller-quantity lines (fewer than 10 units) are not discounted.
* Only the portion of the order that meets the per-product minimum *and* overall order minimum is discounted.

***

### Example 2: Seasonal special with fixed-price reward

<Callout>
  **Goal**: Buy 5 or more from the *Winter Collection* and get \*\*any matching
  hat for $10** *(regularly $25)\*. Applies automatically — no coupon code
  needed.
</Callout>

#### How to set this up

1. **Name** your offer and (optionally) add badge text like *“Hat for \$10”*.
2. **Method**: Select **Automatic**.

**Customer Purchases (Qualifiers)**

* Choose the **Winter Collection** as the qualifier.
* Under **Conditions**, enable **Minimum quantity of items** and set to **5**.
* Leave **Specify quantities individually** disabled unless each product needs its own minimum.
* **Require minimum order total**: *Not needed* for this example.
* **Purchase Requirement Options**: Use *Any product*.
* **Purchase Type**: Choose *One-Time*.

**Customer Receives Discount On (Targets)**

* Choose **Specific Products**: select the matching hats you want discounted.
* **Discount Mode**: Select **Fixed Price** and set it to **\$10**.
* **On-Sale Item Discounts**: Allow or block depending on your sale policy.
* **Discount Strategy**: Pick *Lowest priced items first* if multiple hat styles are available.
* **Target Options**: Keep **Only items that meet minimum requirements** enabled to ensure the discount only applies when the cart has 5+ qualifying items.

**Discount Limits**

* Set a **maximum discount per order** if you want to limit hats per purchase (e.g., max \$30 off).
* Keep **Allow multiple uses per order** off to prevent customers from repeating the discount in a single cart.

3. Save and test: Add 5 qualifying Winter Collection items and a hat.\
   The hat should price at $10 automatically, even if its original price is $25.

#### Behavior notes

* The discount only applies to hats listed as target products.
* If fewer than 5 qualifying items are in the cart, the hat remains full price.

<Callout>
  For **Budgets**, **Sales Channels**, and **Priority**, see the overview and related sections in your documentation.
</Callout>

***

## Buy More Save More

Buy More Save More (BMSM) promotions create a compelling incentive for customers
to increase their purchase quantity or spending amount by offering progressive
discounts. These offers tap into the psychology of value perception, where customers
feel they're getting a better deal as they add more to their cart, driving higher
average order values and increased revenue.

<ul>
  <li>
    <b>Volume Discount:</b> Reward customers for purchasing multiple units
    with the same discount for all items. For example, "Buy 3+ t-shirts, save
    10% on all" or "Buy 5+ items, pay USD 29.99 each."
  </li>

  <li>
    <b>Tiered Discount:</b> Create multiple spending or quantity thresholds
    with progressively better discounts at each level. For example, "Buy 2
    items, save 5%; Buy 3 items, save 10%; Buy 4+ items, save 15%" or
    "1st item USD 49.99, 2nd item USD 39.99, 3+ items USD 29.99 each."
  </li>

  <li>
    <b>Advanced BMSM:</b> Provide customizable rules and conditions to
    create precisely targeted promotions. For example, combine spending
    thresholds with product category requirements.
  </li>
</ul>

### Discount Modes

BMSM offers support three discount modes:

* **Amount Off**: Fixed dollar discount per item (e.g., USD 5 off each)
* **Percent Off**: Percentage discount per item (e.g., 15% off each)
* **Fixed Price**: Set specific price per item (e.g., USD 49.99 each)

<Callout>
  **Fixed Price Example**: "Buy 1 for USD 59.99, Buy 3+ for USD 49.99 each"

  Customer adds 3 premium shirts (USD 79.95 each):

  * All 3 shirts: USD 49.99 each
  * Total: USD 149.97 instead of USD 239.85
  * Saves: USD 89.88 (37% off)

  **"Pay USD 49.99 each" is often more compelling than "37% off"!**
</Callout>

<Tip>
  Use **Fixed Price** for premium products where "USD 99 each" creates more
  impact than "30% off". Perfect for psychological pricing, wholesale scenarios,
  and creating clear value propositions.
</Tip>

<ul>
  <li>
    Display progress toward the next threshold during the shopping
    experience.
  </li>

  <li>Balance discount depth with your margin requirements.</li>
  <li>Consider fixed pricing for clear value propositions on premium items.</li>
</ul>

**For complete BMSM setup guide with fixed pricing examples, see our**\
**[Buy More Save More Guide](/guides/buy-more-save-more)**

***

## Bundles

Bundle promotions allow you to group complementary products together and offer
them at a special price or discount when purchased as a set. This strategy increases
average order value, introduces customers to new products, and provides a convenient
shopping experience by presenting logical product combinations. Bundles also
simplify the decision-making process by offering pre-selected product groups
that work well together.

<ul>
  <li>
    <b>Percentage or Amount Bundle:</b> Offer a discount when customers
    purchase a specific combination of products. For example, "Purchase
    these 3 skincare products together and save 15%."
  </li>

  <li>
    <b>Fixed Price Bundle:</b> Set a specific price for a collection of
    products when purchased together, typically lower than the sum of their
    individual prices. For example, "Complete home gym set: $299 (normally
        $450)."
  </li>

  <li>
    <b>Advanced Bundle:</b> Provide customizable rules and conditions. For
    example, create conditional product combinations with variable discount
    structures.
  </li>
</ul>

<ul>
  <li>
    Consider offering different bundle configurations for different customer
    segments.
  </li>

  <li>
    Create bundles of various price points to appeal to different customer
    budgets.
  </li>
</ul>

***

## Gift With Purchase

Gift With Purchase (GWP) promotions reward customers with free or heavily discounted
items when they make qualifying purchases. This strategy creates a strong perceived
value, encourages customers to reach specific spending thresholds, and provides
an opportunity to introduce them to new products they might not have tried otherwise.
GWP offers combine the psychological appeal of "free" with strategic product
sampling, making them particularly effective for boosting customer satisfaction
and average order value.

<ul>
  <li>
    <b>Spend X Get Free Gift:</b> This classic GWP format offers a free item
    when customers reach a specified order value. For example, "Spend \$100,
    get a free tote bag."
  </li>

  <li>
    <b>Buy X Get Free Gift:</b> Rather than focusing on order value, this
    GWP type rewards customers for purchasing specific products or
    categories. For example, "Buy any foundation, get a free makeup sample."
  </li>

  <li>
    <b>Spend X Get Discounted Gift:</b> Offer premium items at a
    significantly reduced price when customers reach a spending threshold.
    For example, "Spend \$75, get this \$50 diffuser for just \$20."
  </li>

  <li>
    <b>Buy X Get Discounted Gift:</b> Similar to the above, but triggered by
    the purchase of specific products rather than spending amount. For
    example, "Buy any dress, get this \$40 necklace for \$15."
  </li>

  <li>
    <b>Advanced GWP:</b> For sophisticated marketing strategies, allow for
    customizable rules and tiered gifts. For example, multiple gift tiers
    based on spending levels.
  </li>
</ul>

<ul>
  <li>Select gifts that complement the qualifying purchases.</li>
  <li>Use premium or exclusive gifts for higher spending thresholds.</li>
  <li>Consider seasonal or limited-edition gifts to create urgency.</li>
  <li>Rotate GWP offers to keep the promotion fresh and engaging.</li>
</ul>

***

## Order Discount

Order discounts apply to the entire purchase rather than specific products, offering
customers savings on their total cart value when they meet defined conditions.
These promotions are particularly effective for driving overall sales volume,
encouraging customers to reach specific spending thresholds, and creating straightforward,
easy-to-understand value propositions. Order discounts provide flexibility in
promotional strategy while being simple for customers to understand and redeem.

<ul>
  <li>
    <b>Spend X Get Amount Off:</b> This straightforward discount offers a
    fixed dollar amount reduction when the cart reaches a specified
    threshold. For example, "\$10 off when you spend \$50."
  </li>

  <li>
    <b>Spend X Get Percentage Off:</b> Percentage-based order discounts
    offer a proportion of the total purchase as a discount when customers
    reach a spending threshold. For example, "15% off when you spend \$100."
  </li>

  <li>
    <b>Buy X Get Order Discount:</b> This hybrid approach applies an
    order-level discount when customers purchase specific products,
    connecting product-specific promotions with total order benefits. For
    example, "Buy any jeans, get 10% off your entire order."
  </li>

  <li>
    <b>Advanced Order Discount:</b> For complex promotional strategies,
    provide customizable rules and conditions. For example, multi-tiered
    spending thresholds with progressive benefits.
  </li>
</ul>

### Exclusions for Order Discounts

Order discounts support exclusions to prevent specific collections from receiving the discount. The exclusion behavior is important to understand:

<CardGroup cols={2}>
  <Card title="All Items Excluded" icon="x-circle">
    If <b>all items</b> in the cart are from excluded collections, the discount will <b>not trigger</b> at all.
  </Card>

  <Card title="Mixed Cart" icon="check-circle">
    If <b>some items</b> are excluded and some are not, the discount <b>will trigger</b> and apply only to eligible items.
  </Card>
</CardGroup>

<Callout>
  <b>Example:</b> "Buy 1 get 10% off your order" with "New Snowboards" collection excluded.

  * Cart with only excluded items: Discount doesn't apply
  * Cart with excluded + eligible items: Discount applies to eligible items only (10% of eligible items total)
</Callout>

<Note>
  The discount is calculated based on the total price of all <b>eligible items</b> (items not in excluded collections). Excluded items are not included in the discount calculation.
</Note>

<ul>
  <li>Consider progressive tiers to encourage even higher spending.</li>
  <li>Use limited-time offers to create urgency.</li>
  <li>Use exclusions to protect margins on premium collections while still offering value.</li>
</ul>

For complete setup guides and detailed examples, see our [Order Discounts Guide](/guides/order-discounts).

***

## Shipping Discount

Shipping discounts reduce or eliminate delivery costs for qualifying orders,
addressing one of the most common causes of cart abandonment in e-commerce. By
offsetting or removing shipping fees, these promotions can significantly improve
conversion rates, increase average order value, and enhance customer satisfaction.
Shipping discounts create a powerful incentive for customers to complete their
purchase while also encouraging them to add more items to their cart to qualify
for better shipping rates.

<ul>
  <li>
    <b>Free Shipping:</b> The most popular shipping promotion removes
    delivery costs entirely when orders meet specific conditions. For
    example, "Free shipping on orders over \$75."
  </li>

  <li>
    <b>Discounted Shipping:</b> This approach offers a percentage reduction
    on delivery fees when qualifying conditions are met. For example, "50%
    off shipping when you spend \$75."
  </li>

  <li>
    <b>Fixed Shipping:</b> This promotion sets a flat shipping rate
    regardless of order size, weight, or destination (within defined
    parameters). For example, "\$5 flat-rate shipping on all orders."
  </li>

  <li>
    <b>Advanced Shipping Discount:</b> For sophisticated logistics
    strategies, provide customizable rules and conditions. For example,
    destination-based shipping promotions.
  </li>
</ul>

<ul>
  <li>
    Clearly communicate shipping offer terms, including any geographic
    limitations.
  </li>

  <li>Consider time-limited shipping promotions to create urgency.</li>

  <li>
    Test different shipping discount structures to find what resonates best
    with your customers.
  </li>

  <li>
    Ensure your margins can support the shipping promotion without eroding
    profitability.
  </li>
</ul>

## Next Steps

* Understand [Scheduling Offers](/offers/scheduling) for future promotions
* Explore [Best Practices](/offers/best-practices) for effective promotion strategies
* Learn how [Offer Priority and Stacking](/offers/priority-and-stacking) affects which discounts apply


# Offer Priority and Stacking
Source: https://docs.atomcommerce.io/offers/priority-and-stacking

How Atom evaluates discounts by class (item, order, shipping), then by priority within each class.

<Callout>
  <ul>
    <li>
      <b>Evaluation order:</b> Item → Order → Shipping. Within each class,
      higher priority runs first.
    </li>

    <li>
      <b>Ties (same class + same priority):</b> Older offer evaluates first.
      Prefer unique priorities for critical offers.
    </li>

    <li>
      <b>Qualifier consumption:</b> Item offers can use up qualifiers before
      order offers run; avoid sharing the same qualifier.
    </li>

    <li>
      <b>Spend thresholds:</b> Higher priorities see the original order total;
      lower priorities see the current total.
    </li>
  </ul>
</Callout>

## How Offer Priority Works

<Note>
  Offers are evaluated by class in this order:{" "}
  <strong>Item → Order → Shipping</strong>. Within each class,{" "}
  <strong>higher priority numbers are applied first</strong>.
</Note>

<Steps>
  <Step title="Evaluate item discounts first">
    One discount per product line. Within item discounts, higher priority applies first.

    **Item discounts include**: Product Discounts, BXGY, BMSM, and Bundles
  </Step>

  <Step title="Evaluate order discounts next">
    Applied after item discounts to the current order total. Within order
    discounts, higher priority applies first.
  </Step>

  <Step title="Evaluate shipping discounts last">
    Within shipping discounts, higher priority applies first.
  </Step>
</Steps>

### Key Terms

* **Order Total**: The original cart value before any discounts are applied (also called "cart total")
* **Current order total**: The cart value at the time an offer is evaluated (after earlier discounts in the sequence)
* **Final total**: The cart value after all applicable discounts have been applied
* **Minimum Order Value**: The minimum cart value required for an offer to be eligible (evaluated against order total or subtotal depending on priority)
* **Discount Class**: A category of discount that determines evaluation order (item, order, or shipping)
* **Item Discounts**: Discounts that apply to specific product lines (Product Discounts, BXGY, BMSM, Bundles). Only one item discount can apply per product line.
* **maxQuantity**: Feature in Product Discounts that limits how many items can receive a discount per order, protecting margins on bulk purchases

## Conflict Resolution

When multiple offers target the same line or total, Atom resolves conflicts using this sequence:

1. **Eligibility** – Only eligible offers are considered
2. **Class, then Priority** – Apply by discount class (item → order → shipping); within each class, apply higher-priority offers first
3. **Tie handling** – If two offers in the same class share the same priority, the older offer is evaluated first.
4. **Budget/Cap Checks** – If an offer hits a per-order cap or budget limit, the engine may proceed to the next eligible offer in that class

### Tie-Breaking Logic

When multiple offers have the same class and priority:

* **Current behavior**: If two offers have the same priority and the same class, the older offer is evaluated first.
* **What this means for you**: Do not rely on implicit tie-breaking for critical scenarios.
* **If you need a guaranteed tie-breaker**: Assign unique priorities to critical offers. If your team later configures an explicit tie-break rule (for example, newer first), that rule will control the order for equal-priority offers.

<Tip>
  For critical offers, avoid relying on implicit tie-breaking when priorities
  are the same. Prefer assigning unique priorities within each discount class to
  guarantee evaluation order.
</Tip>

#### Examples

1. Two item discounts, both Priority 5:

   * Result: The older item discount is evaluated first.

2. One item discount (Priority 5) and one order discount (Priority 5):
   * Result: The item discount is evaluated first because item discounts run before order discounts. Having the same priority does not change the class order.

## Setting Offer Priority

To set the priority for an offer in the Atom admin interface:

1. Navigate to the offer you want to configure
2. On the right side of the offer page, locate the **Priority** card

<img src="https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/default_priority.png?fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=d41f76683f114adb3b73fb8c3db3fce8" alt="Priority card showing default unchecked state" data-og-width="463" width="463" data-og-height="149" height="149" data-path="images/default_priority.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/default_priority.png?w=280&fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=b9cae461ea30fce344faf82f9419bbcc 280w, https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/default_priority.png?w=560&fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=bf6a4c534c120a33beabf09bc97e49f8 560w, https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/default_priority.png?w=840&fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=5eb0f6728ef9fdd28b49346954397b9c 840w, https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/default_priority.png?w=1100&fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=b7ffaf0e4266eee0b87141cbbfa5e8d9 1100w, https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/default_priority.png?w=1650&fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=722d48a7e49763c90c8b585eebff6905 1650w, https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/default_priority.png?w=2500&fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=809697b2feafa667d8cdd25ac2dfebfa 2500w" />

3. Check the **"Set an offer priority"** checkbox to enable priority settings
4. Enter your desired priority value in the input field (higher numbers = higher priority)
5. Use the up/down arrow buttons to increment or decrement the value

<img src="https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/priority_10.png?fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=3d1c01e694aa334e3e87f87dca590f4a" alt="Priority card with checkbox checked and priority set to 10" data-og-width="467" width="467" data-og-height="249" height="249" data-path="images/priority_10.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/priority_10.png?w=280&fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=8bf043183f1282585903fae947d19c7c 280w, https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/priority_10.png?w=560&fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=935ee4d1bd4fb43809164c94a3aee86f 560w, https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/priority_10.png?w=840&fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=97d9460a65e2e69592892dc64bf8e560 840w, https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/priority_10.png?w=1100&fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=3626774479caeab40091f6a7ac2a4da1 1100w, https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/priority_10.png?w=1650&fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=e1ecc725bd9e03ae3cef405048e5388b 1650w, https://mintcdn.com/atomcommerce/ZbEe9jyMIHGFBHBQ/images/priority_10.png?w=2500&fit=max&auto=format&n=ZbEe9jyMIHGFBHBQ&q=85&s=47fa8f341a549877c6c8951bea804a98 2500w" />

<Note>
  Offers start with a default priority of 0 if none is specified. Discounts with
  higher priority (higher numbers) will be applied first when multiple offers
  are eligible for the same cart. Priority values range from 0-100.
</Note>

## Offer Priority and Minimum Order Value

When an offer has a minimum order value (spend threshold), it applies only if the cart meets or exceeds that threshold. Priority determines which cart value the rule uses at evaluation time.

### How priority affects spend-based offers

Offers are evaluated in priority order (higher number = evaluated earlier). For spend thresholds, each offer reads the cart value at the moment it runs:

* **Higher-priority offers** evaluate against the original **order total** (pre-discount)
* **Lower-priority offers** evaluate against the **current order total** after higher-priority discounts have been applied

### Example: Priority Impact on Minimum Order Value

Let's say you have two offers:

1. **Spend USD 120, Get a Free Gift** (Priority 3 - higher priority)
2. **Buy More Save More: 30 percent off all items** (Priority 1 - lower priority)

**Customer's cart:** USD 150 worth of items

#### Scenario A: Current Priority Setup (Gift offer has higher priority)

1. **Gift offer evaluates first** -> Sees USD 150 **order total** -> **Qualifies** (at least USD 120) -> Free gift applied
2. **BMSM offer evaluates second** -> Sees USD 150 **order total** -> **Qualifies** -> 30 percent discount applied

**Result:** Customer gets both the free gift AND the 30 percent discount

#### Scenario B: Reversed Priorities (BMSM has higher priority)

1. **BMSM offer evaluates first** -> Sees USD 150 **order total** -> **Qualifies** -> 30 percent discount applied -> New **current order total**: USD 105
2. **Gift offer evaluates second** -> Sees USD 105 **current order total** -> **Does NOT qualify** (less than USD 120) -> No free gift

**Result:** Customer gets only the 30 percent discount, no free gift

### Strategic Priority Planning

**Use higher priorities (larger numbers) for offers you want to:**

* Apply to the original **order total**
* Ensure customers qualify for before other discounts reduce the total
* Maximize customer value (like free gifts or shipping)

**Use lower priorities (lower numbers) for offers that:**

* Can work with **order subtotals** (after higher-priority discounts)
* Are percentage-based discounts
* You want to apply after other promotions

### Quick Reference

| Priority Level               | Spend threshold evaluated against                 | Best For                                        |
| ---------------------------- | ------------------------------------------------- | ----------------------------------------------- |
| **Higher Priority (90-100)** | **Order total (original, pre-discount)**          | Minimum spend offers, free gifts, free shipping |
| **Lower Priority (0-89)**    | **Current order total (after earlier discounts)** | Percentage discounts, volume discounts          |

## Qualifier Consumption Across Classes

Some offers use products in the cart as “qualifiers” to trigger a discount. When an item is used as a qualifier by an earlier-evaluated class, it may not be available to qualify another offer that runs later. Because Atom evaluates by class in this order — Item → Order → Shipping — item-level offers can consume qualifiers before order-level offers are evaluated.

### Scenario: BXGY item discount and an order discount share the same qualifier

* Setup:
  * Item discount (BXGY): “Buy 1 Tan Shirt, get Jeans 50% off.”
  * Order discount: “Buy a Tan Shirt, get 10% off your order.”
  * Both are automatic and have the same priority.
* What happens:
  * Item discounts run before order discounts. The Tan Shirt is used as a qualifier for the BXGY offer.
  * When the order discount evaluates, the Tan Shirt has already been used as a qualifier, so the order discount does not apply.
* Guidance:
  * If you want both to apply, avoid competing for the same qualifier. Options include using different qualifying conditions, adjusting priorities, or adding exclusions so each offer uses different qualifiers.

<Note>
  While the example above uses a Buy X Get Y offer, the same qualifier
  consumption behavior applies to any item-level discount type.
</Note>

## Discount Combinations

For code-based offers, you can configure which types of discounts can be combined together. This allows customers to benefit from the best possible total discount based on their cart.

### Setting Discount Combinations

To configure discount combinations for a code offer:

1. Navigate to the offer you want to configure
2. On the right side of the offer page, locate the **Combinations** card
3. Check the boxes for the discount classes you want this offer to combine with:
   * **Product discounts** - Apply to specific items or collections
   * **Order discounts** - Apply to cart subtotals
   * **Shipping discounts** - Modify shipping costs

### Types of Valid Combinations

There are five types of discount combinations:

1. **Order discounts with shipping discounts**
2. **Product discounts with shipping discounts**
3. **Product discounts with other product discounts**
4. **Product discounts with order discounts**
5. **Order discounts with other order discounts**

### How Combinations Work

* **Multiple discounts can apply** to the same order when combinations are enabled
* **Order discounts are applied** on the current order total after product discounts have been applied
* **Automatic discounts** always allow combinations
* **Code discounts** require explicit combination configuration

> **Related**: See [Priority and Order Value Calculation](/offers/priority-and-stacking#offer-priority-and-minimum-order-value) to understand how priority affects which order total each discount sees during evaluation.

### Customer Experience

When customers enter multiple discount codes during checkout:

* **Compatible codes**: The best discount or combination of discounts automatically applies
* **Incompatible codes**: The message "Discount couldn't be used with your existing discounts" displays

<Warning>
  Discount combinations can only be selected for code discounts. Automatic
  discounts allow discount combinations by default.
</Warning>

## Stacking Rules

**Advanced Stacking Rules Coming Soon**

Atom supports sophisticated stacking controls to protect margins and avoid double-discounting. While the basic stacking behavior is already working, advanced stacking rules will be available in the admin UI soon.

### Current Stacking Behavior

* A product line receives **at most one item-level discount** (see [Priority Resolution](#conflict-resolution) for how conflicts are resolved)
* **Order-level and shipping discounts may stack** with one item-level discount when allowed by configuration
* **Priority determines evaluation order** within each discount class (see [How Offer Priority Works](#how-offer-priority-works))

### Coming Soon: Advanced Stacking Rules

When this feature launches, you'll be able to:

* **Create stacking rule groups** to control which discounts can be combined
* **Set exclusive discounts** that prevent other discounts from applying
* **Configure combination rules** between different discount types
* **Define stacking hierarchies** to ensure the most valuable discounts are prioritized

This will give you fine-grained control over how discounts interact, helping you maximize customer value while protecting your margins.

### Examples

1. Buy X Get Y (item-level) + Free Shipping (shipping):

   * Result: Both may apply if the cart qualifies for each rule

* **Cross-reference**: See [Discount Combinations](/offers/priority-and-stacking#discount-combinations) for configuration details

2. Two item-level discounts target the same SKU:

   * Result: The higher priority offer applies; the other is skipped on that line

* **Cross-reference**: See [Conflict Resolution](/offers/priority-and-stacking#conflict-resolution) for priority resolution logic

3. Order-level percent-off plus item-level percent-off:

* Result: Item-level applies to discounted lines; order-level applies to the remaining **current order total**
  * **Cross-reference**: See [Priority and Order Value Calculation](/offers/priority-and-stacking#offer-priority-and-minimum-order-value) for evaluation order

## Practical Guidance

### Recommended Priority Strategy

TL;DR (set priorities fast and safely):

* Item discounts: Use higher numbers for mission-critical offers; only one item discount applies per line. Avoid sharing qualifiers with order discounts.
* Order discounts: Thresholds evaluate after item discounts. If relying on a product as a qualifier, don’t compete with item discounts for the same product.
* Shipping: Runs last; use priority to pick the single shipping incentive if multiples qualify.
* Ties: Same class + same priority → older offer evaluates first. Prefer unique priorities for critical offers; don’t rely on implicit tie-breaks.

## FAQs

**Can two BXGY offers apply to the same cart line?**

No. A line receives at most one item-level discount. If multiple are eligible, the highest priority number (highest priority) applies.

**How do budgets affect priority?**

Budgets and per-order caps are enforced after selection. If a cap is hit, the engine can fall back to the next eligible offer based on priority.

## See Also

* [Types of Offers](/offers/offer-types)
* [Creating Offers](/offers/creating-offers)
* [Scheduling](/offers/scheduling)


# Scheduling Offers
Source: https://docs.atomcommerce.io/offers/scheduling

Learn how to schedule promotional offers to run at specific times and dates, including best practices for offer scheduling.

# Scheduling Offers

This guide explains how to schedule your promotional offers to run at specific times and dates.

## Understanding Offer Scheduling

Scheduling allows you to create offers in advance and have them automatically activate and deactivate at specific times. This is useful for:

* Seasonal promotions
* Holiday sales
* Limited-time offers
* Flash sales
* Special event promotions

## Setting Up Offer Schedules

### Basic Date Scheduling

1. During offer creation or editing, locate the "Active Dates" section
2. Configure the following settings:
   * **Start Date**: When the offer will automatically activate (required)
   * **End Date**: When the offer will automatically deactivate (optional - leave empty for an offer with no end date)
   * **Time Zone**: Select the appropriate time zone for your business

<img height="200" src="https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/offer-dates.png?fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=19678b140a3c037c923f5116dbce0afa" data-og-width="1274" data-og-height="239" data-path="images/offer-dates.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/offer-dates.png?w=280&fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=ad07307558f8c5eacef5fe8a0abbf2cd 280w, https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/offer-dates.png?w=560&fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=0f52a61478dbbeca53d8b567e9d3b47b 560w, https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/offer-dates.png?w=840&fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=dbb7b310bc7b21d8bbadb6d43d804535 840w, https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/offer-dates.png?w=1100&fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=b5eee744adfe19f8bfb36f07fcc4660e 1100w, https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/offer-dates.png?w=1650&fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=b0192daee9dfc6355cfed8db12b4106f 1650w, https://mintcdn.com/atomcommerce/6YnNr18GRTwas2c0/images/offer-dates.png?w=2500&fit=max&auto=format&n=6YnNr18GRTwas2c0&q=85&s=e227c960e1a0fc48ecce1ac6ceb86063 2500w" />

## Viewing Scheduled Offers

After creating scheduled offers, you can manage and monitor them in several ways:

### Offers Dashboard

1. Navigate to the Offers section in your admin panel
2. View the status column to see which offers are:
   * **Active**: Currently running
   * **Scheduled**: Set to start in the future
   * **Expired**: End date has passed
   * **Inactive**: Manually deactivated

### Filtering Offers by Status

You can filter the offers list to focus on specific types:

1. Use the Status filter dropdown
2. Select "Scheduled" to see all future offers
3. Select "Active" to see currently running offers

## Editing Scheduled Offers

You can modify the schedule of an existing offer at any time:

1. Find the offer in your offers list
2. Click on it to open the editing view
3. Navigate to the Active Dates section
4. Update the start date, end date, or time restrictions
5. Save your changes

## Best Practices for Offer Scheduling

* **Plan ahead**: Schedule offers at least 24 hours in advance to ensure proper setup
* **Avoid overlaps**: Be careful with overlapping offers that target similar products
* **Consider time zones**: If you serve customers globally, choose the time zone that makes the most sense for your primary audience
* **Use date restrictions strategically**: Combine date and time restrictions for highly targeted promotions such as "Weekend Morning Specials"
* **Review regularly**: Periodically check your scheduled offers to ensure they align with your current marketing strategy

## Next Steps

* Learn about [Managing Active Offers](/offers/managing)
* Explore [Best Practices](/offers/best-practices) for effective promotions


# Contextual Bandits for Personalization
Source: https://docs.atomcommerce.io/optimizations/contextual-bandits

Learn how Atom Commerce uses contextual bandits to personalize discount offers for individual customers, moving beyond traditional A/B testing.

# Contextual Bandits for Personalization

Atom Commerce leverages contextual bandits—a type of reinforcement learning—to optimize promotions by personalizing discount offers for individual customers. This approach moves beyond traditional A/B testing to deliver true 1:1 personalization.

## Understanding Contextual Bandits

Contextual bandits extend the classic multi-armed bandit framework by incorporating customer-specific features when making decisions. They consist of two main components:

### Promotion Performance Predictor

Our Promotion Performance Predictor forecasts how well each discount or promotion option is likely to work by looking at key customer data:

* **Purchase history**
* **Average spend**
* **Engagement level** (e.g. email opens, clicks)
* **Browsing behavior**
* **Current cart contents**
* **Other behavioral signals**

By using these insights, Atom Commerce can estimate which discount will drive the best results for each shopper—so you can deliver smarter, more effective promotions without any guesswork.

### Exploration Strategy

Alongside exploitation (choosing the current best-known discount), the bandit occasionally explores other options to discover potentially better strategies. This exploration is balanced against exploitation to continually refine the system's choices.

## How Atom Commerce Applies Contextual Bandits

### Personalized Discount Optimization

Atom Commerce uses contextual bandits to evaluate a range of discount options and select the one most likely to be effective for each individual customer. By leveraging rich customer data, the system can predict how an individual will respond to a specific discount offer, leading to a tailored promotion strategy instead of a uniform discount applied across the board.

### Dynamic Learning from Customer Behavior

Every interaction with a discount offer—whether accepted or not—provides immediate feedback. The model uses this data to update its predictions continuously, ensuring that the promotion strategy adapts in real time. As a result, the system refines its choices and consistently prioritizes the best-performing offers.

### Efficient Handling of a Large Decision Space

Marketing promotions can vary along multiple dimensions, such as discount amount, type, timing, and delivery channel. Traditional A/B testing struggles as the number of combinations grows exponentially. In contrast, contextual bandits efficiently navigate this complex landscape by making one-to-one decisions for each customer rather than relying on aggregated group-level comparisons.

## Advantages Over Traditional A/B Testing

### Accelerated Learning

Traditional A/B testing splits traffic evenly among a few static variants and requires a long period to gather enough data for statistically significant results. In contrast, contextual bandits learn from every individual interaction in real time, requiring less data and time to converge on an optimal strategy.

### Individual-Level Customization

A/B testing generates aggregate data that may overlook important behavioral differences among customer segments. Contextual bandits make decisions at the individual level, ensuring that each customer receives the discount most likely to maximize their conversion or engagement.

### Scalability for Complex Marketing Campaigns

When multiple promotion dimensions are involved—such as discount type, messaging, timing, and channel—the total number of possible combinations becomes unmanageable with A/B testing. Contextual bandits efficiently manage this multi-dimensional decision space, scaling gracefully as complexity increases.

### Resource Efficiency

Faster convergence toward effective strategies reduces the risk and cost associated with prolonged experimentation. Marketers achieve better outcomes sooner, translating into improved conversion rates and higher overall return on investment.

## Using Offer Optimizations in Atom Commerce

To leverage contextual bandits for your promotions:

1. Create multiple offer variants (e.g., different discount amounts or types)
2. Navigate to "Offer Optimizations" in the main menu
3. Create a new optimization group containing your offer variants
4. Activate the optimization group
5. The system will automatically show the most appropriate offer to each shopper based on their profile and behavior

## Monitoring Performance

Track how your personalized offers are performing:

1. Go to the "Offer Optimizations" dashboard
2. View real-time performance metrics for your optimization groups
3. See how different offers perform across various customer segments
4. Monitor overall lift compared to standard, non-personalized offers

## Best Practices

* Include diverse offer variants in your optimization groups
* Allow enough time for the system to gather sufficient data
* Use meaningful offer differences (e.g., 10% vs. 20% off rather than 19% vs. 20%)
* Review performance regularly but avoid making premature conclusions
* Consider seasonal factors that might influence customer behavior


# Optimization Overview
Source: https://docs.atomcommerce.io/optimizations/overview

Learn how Atom Commerce Offer Optimizations maximize promotional effectiveness through AI-driven personalization and advanced testing capabilities.

# Optimization Overview

Atom Commerce's Offer Optimizations help you maximize the effectiveness of your promotional strategy through AI-driven personalization, data-driven insights, and advanced testing capabilities.

## What Are Offer Optimizations?

Offer Optimizations are tools and features that help you:

* Deliver personalized offers to individual shoppers based on their behavior
* Identify which promotions generate the best results for different customer segments
* Test different discount approaches against each other
* Refine your promotional strategy based on performance data
* Automate optimization for continuous improvement
* Make data-driven decisions about your discount strategy

## Key Optimization Features

### Personalized Offer Delivery

Our advanced [Contextual Bandits](/optimizations/contextual-bandits) system provides true 1:1 personalization:

* **Individual-Level Decisions**: Each shopper receives the offer most likely to convert based on their specific profile
* **Continuous Learning**: The system automatically improves over time as it learns from customer interactions
* **Dynamic Adaptation**: Offer selection adapts to changing customer behavior patterns
* **Multi-Variant Testing**: Test multiple offer variations simultaneously with efficient resource allocation

### Performance Analytics

Get insights into how your offers are performing:

* **Conversion Rate Analysis**: See which offers drive the most conversions
* **Revenue Impact Assessment**: Measure how offers affect your bottom line
* **Customer Behavior Tracking**: Understand how shoppers interact with offers
* **Trend Identification**: Spot patterns in offer performance over time

### Optimization Groups

Create groups of related offers for intelligent distribution:

* **Multiple Offer Variants**: Group similar offers with different parameters
* **Automated Distribution**: Let the system determine which offer to show each customer
* **Performance Tracking**: Compare how offers perform across different customer segments
* **Easy Management**: Control multiple offers as a single optimization unit

## Optimization Dashboard

The central hub for all your optimization activities:

* **Performance Overview**: Quick view of key optimization metrics
* **Active Optimizations**: Status of current optimization groups
* **Improvement Tracking**: Measure optimization impact over time

## Getting Started with Optimizations

### 1. Baseline Analysis

Before optimizing, establish your current performance:

1. Navigate to the Optimizations section
2. View the "Performance Baseline" dashboard
3. Note your current conversion rates, AOV, and revenue
4. Identify offers with potential for improvement

### 2. Creating Your First Optimization Group

Start personalizing your offers:

1. Create multiple offer variants (e.g., different discount amounts)
2. Go to "Offer Optimizations" in the left menu
3. Click "Create New Optimization Group"
4. Select your offers to include in the group
5. Configure the optimization settings
6. Activate your optimization group

### 3. Analyzing Results

Understand and apply your findings:

1. Monitor optimization progress in the Results dashboard
2. Review performance across different customer segments
3. Identify which offers perform best for specific customer types
4. Use these insights to refine your promotional strategy
5. Create additional optimization groups based on your learnings

## Optimization Best Practices

* **Include Diverse Offers**: Create meaningful variations between offers in an optimization group
* **Allow Learning Time**: Give the system enough time to gather sufficient data
* **Consider Multiple Metrics**: Look beyond just conversion rate to revenue impact and AOV
* **Seasonal Adjustments**: Account for seasonal variations in behavior
* **Continuous Improvement**: Use insights from one optimization to inform the next

## Advanced Optimization Capabilities

### Automatic Customer Segmentation

Unlike traditional approaches that require predefined customer segments, our contextual bandits algorithm:

* **Discovers Natural Segments**: Automatically identifies patterns in customer behavior without manual segmentation
* **Personalizes at Scale**: Delivers the right offer to each customer based on their unique characteristics
* **Reduces Manual Setup**: Eliminates the need to create and maintain customer segments
* **Finds Unexpected Patterns**: Discovers relationships between customer attributes and offer preferences that might not be obvious

### Adaptive Learning Over Time

Our bandit algorithms continually adapt to changing customer preferences:

* **Responds to Seasonal Changes**: Automatically adjusts to shifts in buying behavior during different seasons
* **Adapts to Trends**: Quickly identifies and responds to emerging trends and changing preferences
* **Balances Exploration and Exploitation**: Continuously tests new approaches while leveraging what's already working
* **Eliminates Outdated Assumptions**: Never gets stuck in outdated patterns as preferences evolve

This automatic adaptation is particularly valuable as consumer trends can change rapidly (consider how quickly TikTok trends come and go), ensuring your promotional strategy stays current without manual intervention.


# Performance Analysis
Source: https://docs.atomcommerce.io/optimizations/performance

Learn how Performance Analysis in Atom Commerce provides insights into promotional offer performance to optimize discount strategy.

# Performance Analysis

Performance Analysis in Atom Commerce provides deep insights into how your promotional offers are performing, helping you optimize your discount strategy for maximum results.

## Understanding Offer Performance

Effective performance analysis helps you:

* Identify your most successful discount strategies
* Understand which offers drive the most revenue
* Determine the true ROI of your promotional activities
* Spot trends and patterns in customer response
* Make data-driven decisions about future promotions

## Performance Analysis Dashboard

### Accessing the Dashboard

1. Go to "Offer Optimizations" in the left navigation menu
2. Select "Performance Analysis"
3. View the main performance dashboard

### Key Dashboard Components

The dashboard provides several important views:

* **Performance Overview**: Summary metrics of all active offers
* **Offer Comparison**: Side-by-side analysis of different offer types
* **Trend Analysis**: Performance changes over time
* **Top Performers**: Your most successful offers by key metrics
* **Opportunity Analysis**: Areas for potential improvement

## Key Performance Metrics

### Revenue Impact Metrics

* **Total Revenue**: Overall sales generated from offers
* **Incremental Revenue**: Additional revenue attributed to offers
* **Average Order Value (AOV)**: Average purchase amount with offers
* **AOV Lift**: Increase in average order value compared to non-offer purchases

### Conversion Metrics

* **Offer Conversion Rate**: Percentage of offer views resulting in purchases
* **Cart Conversion**: Percentage of offers added to cart that convert to sales
* **Add-to-Cart Rate**: Frequency of offers being added to shopping carts
* **Browsing-to-Purchase**: Conversion from product browsing to completed purchase

### Discount Efficiency Metrics

* **Discount Percentage**: Average discount provided across offers
* **Return on Discount Investment (RODI)**: Revenue generated per dollar discounted
* **Discount Depth Analysis**: Performance by discount percentage tiers
* **Margin Impact**: Effect of discounts on product margins

### Customer Behavior Metrics

* **New vs. Returning Customers**: How different customer types respond
* **Repurchase Rate**: Frequency of repeat purchases after offer redemption
* **Cart Size**: Number of items in carts with offers
* **Browse Time**: Time spent shopping with active offers

## Performance Analysis Tools

### Offer Performance Comparison

Compare different offers side-by-side:

1. Go to "Performance Analysis" > "Offer Comparison"
2. Select the offers you want to compare
3. Choose metrics for comparison
4. View the comparative performance chart
5. Export results if needed

### Time-Based Analysis

Track performance changes over time:

1. Navigate to "Performance Analysis" > "Trend Analysis"
2. Select offers to analyze
3. Choose your time period and granularity (daily, weekly, monthly)
4. View performance trends with trend lines and moving averages
5. Identify seasonal patterns or performance shifts

### Discount Type Analysis

Compare performance across different discount structures:

1. Go to "Performance Analysis" > "Discount Type Performance"
2. View aggregated performance by discount type (percentage, fixed, BXGY, etc.)
3. Compare conversion rates, AOV, and revenue across types
4. Identify which discount structures work best for your store

### Product Performance

See how offers affect specific product performance:

1. Navigate to "Performance Analysis" > "Product Impact"
2. Select products or collections to analyze
3. View how different offers affect product sales
4. Identify which products respond best to promotions

## Creating Custom Analysis Reports

Build tailored reports for your specific needs:

1. Go to "Performance Analysis" > "Custom Reports"
2. Click "Create New Report"
3. Select metrics and dimensions to include
4. Choose visualization types (charts, tables, heat maps)
5. Save your custom report for future reference
6. Schedule automated delivery if desired

## Performance Insights

### Automated Insights

Atom Commerce automatically identifies important patterns:

* **Key Findings**: Automatically highlighted significant trends
* **Anomaly Detection**: Identification of unusual performance patterns
* **Opportunity Alerts**: Notification of potential optimization opportunities
* **Predictive Insights**: Projections based on current performance

### Viewing Insights

Access system-generated insights:

1. Go to "Performance Analysis" > "Insights Feed"
2. View the latest generated insights
3. Filter insights by category or importance
4. Take recommended actions based on insights

## Exporting Analysis Data

Share performance data with your team:

1. From any analysis view, click the "Export" button
2. Select your preferred format (CSV, Excel, PDF)
3. Choose which metrics and charts to include
4. Add optional notes or explanations
5. Download or email the export

## Setting Performance Goals

Establish benchmarks to measure success:

1. Navigate to "Performance Analysis" > "Goals"
2. Click "Create New Goal"
3. Select the metric to track (conversion rate, revenue, etc.)
4. Set your target value
5. Define the timeframe
6. Save your goal

## Performance Analysis Best Practices

* **Compare Similar Time Periods**: Account for seasonal variations
* **Look Beyond Conversion Rate**: Consider revenue and profit metrics
* **Segment Your Analysis**: Break down performance by customer type, device, etc.
* **Consider External Factors**: Account for market conditions, competitors, etc.
* **Focus on Trends**: Pay attention to directional changes over time
* **Use Multiple Metrics**: Don't rely on a single measurement

## Performance Optimization Workflow

Implement a continuous improvement process:

1. **Analyze Current Performance**: Identify strengths and weaknesses
2. **Develop Hypotheses**: Form theories about potential improvements
3. **Test Changes**: Implement changes based on your hypotheses using optimization groups
4. **Measure Results**: Analyze outcomes
5. **Implement Improvements**: Apply successful changes
6. **Repeat the Process**: Continue refining your approach


# Atom Commerce – Smart Discount & Promotion Engine for Shopify
Source: https://docs.atomcommerce.io/overview

Atom Commerce is a smart offer engine built for Shopify merchants and API-first platforms. Build, manage, and optimize promotions (BOGO, bundles, volume pricing, gift with purchase), while letting the system choose the best discount per customer to maximize revenue and maintain margins.

## Introduction

Atom Commerce is a smart **offer & promotion engine** for Shopify merchants. Move beyond static discounts — with a flexible rule builder, real-time decision logic, robust analytics, and seamless Shopify integration, you can run smarter promotions (BOGO, bundles, tiered/volume pricing, gift with purchase) that adapt per customer rather than using one-size-fits-all deals.

## What Atom Commerce Does

Atom Commerce transforms how you create and manage promotions on Shopify. Instead of static, one-size-fits-all discounts, you get a powerful system that:

<CardGroup cols={2}>
  <Card title="Flexible Offer Types" icon="layers">
    Create BOGO, bundles, volume discounts, gift with purchase, and more with an intuitive interface
  </Card>

  <Card title="Smart Decision Logic" icon="brain">
    Automatically applies the best discount per customer to maximize revenue while protecting margins
  </Card>

  <Card title="Real-Time Analytics" icon="chart-line">
    Track performance, measure ROI, and optimize offers based on actual data
  </Card>

  <Card title="Seamless Integration" icon="plug">
    Works directly with Shopify - no coding required, automatic discount application
  </Card>
</CardGroup>

## Key Features

### Offer Management

Create and manage multiple promotion types:

* **Product Discounts**: Direct discounts on products or collections with margin protection
* **Buy X Get Y (BXGY)**: Reward customers with free or discounted products
* **Buy More Save More (BMSM)**: Progressive discounts that encourage larger orders
* **Bundles**: Group complementary products at special prices
* **Gift With Purchase (GWP)**: Add free or discounted gifts to qualifying orders
* **Order Discounts**: Cart-level discounts based on spending thresholds
* **Shipping Discounts**: Reduce or eliminate shipping costs

### Advanced Capabilities

<Tabs>
  <Tab title="Priority & Stacking">
    Control how multiple offers interact:

    * Set offer priorities to determine evaluation order
    * Configure discount stacking rules
    * Protect margins with intelligent conflict resolution
    * Understand how item, order, and shipping discounts work together

    <Tip>
      Learn more about [Offer Priority and Stacking](/offers/priority-and-stacking)
    </Tip>
  </Tab>

  <Tab title="Discount Limits">
    Fine-tune discount behavior:

    * Control multiple uses per order
    * Manage qualifier reuse across offers
    * Set maximum discount amounts
    * Protect margins with quantity limits

    <Tip>
      Explore [Discount Limits](/discount-limits/overview) for detailed controls
    </Tip>
  </Tab>

  <Tab title="Optimization">
    Maximize performance:

    * AI-powered contextual bandits for offer selection
    * Performance analytics and reporting
    * A/B testing capabilities
    * Revenue optimization strategies

    <Tip>
      See [Optimization Overview](/optimizations/overview) for advanced features
    </Tip>
  </Tab>
</Tabs>

## Getting Started

<Steps>
  <Step title="Connect Your Store">
    Install the Atom Commerce app from the Shopify App Store and complete the quick setup process.

    <Note>
      See our [First-Time Setup Guide](/getting-started/setup) for detailed instructions.
    </Note>
  </Step>

  <Step title="Create Your First Offer">
    Start with a simple product discount or collection sale to get familiar with the system.

    <Note>
      Follow our [Quickstart Guide](/quickstart) for a step-by-step walkthrough.
    </Note>
  </Step>

  <Step title="Explore Offer Types">
    Learn about different promotion types and when to use each one.

    <Note>
      Check out [Types of Offers](/offers/offer-types) for comprehensive information.
    </Note>
  </Step>

  <Step title="Optimize & Scale">
    Use analytics to measure performance and create more sophisticated promotions.

    <Note>
      Review [Best Practices](/offers/best-practices) for proven strategies.
    </Note>
  </Step>
</Steps>

## Popular Use Cases

<AccordionGroup>
  <Accordion title="Seasonal Sales">
    Run category-wide promotions for holidays, end-of-season clearance, or special events. Use collection discounts with scheduling to automate your seasonal campaigns.
  </Accordion>

  <Accordion title="Inventory Management">
    Clear overstocked items with targeted product discounts. Use maxQuantity limits to protect margins while moving inventory.
  </Accordion>

  <Accordion title="Customer Acquisition">
    Create compelling first-time buyer offers using order discounts or gift with purchase promotions to attract new customers.
  </Accordion>

  <Accordion title="Average Order Value">
    Increase cart size with Buy More Save More offers, bundles, or volume discounts that reward customers for purchasing more.
  </Accordion>

  <Accordion title="Product Launches">
    Generate buzz for new products with limited-time discounts, BOGO offers, or introductory pricing strategies.
  </Accordion>
</AccordionGroup>

## Resources

<CardGroup cols={3}>
  <Card title="Quickstart" icon="rocket" href="/quickstart">
    Get up and running in minutes
  </Card>

  <Card title="Creating Offers" icon="plus" href="/offers/creating-offers">
    Step-by-step guide to creating promotions
  </Card>

  <Card title="Offer Types" icon="layers" href="/offers/offer-types">
    Explore all available promotion types
  </Card>

  <Card title="Guides" icon="book" href="/guides/product-discounts">
    Detailed guides for specific offer types
  </Card>

  <Card title="Best Practices" icon="star" href="/offers/best-practices">
    Strategies for effective promotions
  </Card>

  <Card title="Analytics" icon="chart-line" href="/analytics/key-metrics">
    Track and measure performance
  </Card>
</CardGroup>

## Support

Need help? We're here for you:

* **AI Assistant**: Built-in chat in your dashboard for instant answers
* **Email Support**: [support@atomcommerce.io](mailto:support@atomcommerce.io)
* **Documentation**: Browse our complete guides and references

<Callout>
  Ready to get started? Head to your [Atom Commerce Dashboard](https://admin-us-central1.atomcommerce.io) or follow our [Quickstart Guide](/quickstart) to create your first offer.
</Callout>


# POS Setup
Source: https://docs.atomcommerce.io/pos/setup

Learn how to configure Atom Commerce discounts for Point of Sale (POS) devices in Shopify

# POS Setup

This guide shows you how to set up Atom Commerce discounts on your Shopify Point of Sale (POS) devices for the first time. After you finish, your staff can use Atom Commerce discounts right from the POS device.

## Prerequisites

Before you start, make sure you have:

* An active Atom Commerce account
* Shopify POS installed and set up on your device (supports both POS PRO and POS LITE)
* You can log into your Shopify store as an admin
* You have your POS device with you

## Shopify Admin Configuration

First, you need to turn on the Atom Commerce Discounts app in your Shopify POS settings.

### Step 1: Navigate to POS Settings

1. In your Shopify admin, go to **Sales channels** > **Point of Sale**
2. Click **Settings** in the left sidebar

### Step 2: Access POS Apps

1. In the **General** section, click **POS apps**
2. You'll see a list of installed POS applications

### Step 3: Configure Atom Commerce Discounts

1. Find **Atom Commerce Discounts** in the app list
2. Click on **Atom Commerce Discounts** to open its settings
3. In the **Customize this app** section, check that **Smart grid tile** shows **Added** with a green checkmark
4. If it shows **Remove** instead, click the **Add** button to turn on the smart grid tile

<Tip>
  The smart grid tile adds a button on your POS device. Your staff can tap this button to use Atom Commerce discounts.
</Tip>

<img src="https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-admin-settings.png?fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=d6a8b82562e788e64fa3548d2675a575" alt="Shopify POS Settings" data-og-width="3589" width="3589" data-og-height="3869" height="3869" data-path="images/pos-admin-settings.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-admin-settings.png?w=280&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=daf040516917d835f411e1ba94bcd75b 280w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-admin-settings.png?w=560&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=98ebac04ab1e13b424895950853e021c 560w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-admin-settings.png?w=840&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=f60d7f1659017d1d0e1f59460b6ebe82 840w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-admin-settings.png?w=1100&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=3a88821233920dcd6e72abe18bab969a 1100w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-admin-settings.png?w=1650&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=1c540aed8758bf540ddf5557a6656a07 1650w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-admin-settings.png?w=2500&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=d20196a24acd13f2cc1b3674520da350 2500w" />

## POS Device Configuration

After you turn on the smart grid tile in Shopify admin, you need to check and set up the settings on your POS device.

### Step 1: Find the Atom Commerce Tile

1. On your POS device, open the smart grid (the main screen with buttons)
2. Look for the **Atom Commerce Ready** tile (it shows the Atom Commerce logo with circles)
3. You should see this tile on your smart grid screen with your other POS buttons

<img src="https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-smart-grid-tile.png?fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=64a7eda3d6654ed3de35ace2eb80233d" alt="POS Smart Grid Tile" data-og-width="2616" width="2616" data-og-height="2778" height="2778" data-path="images/pos-smart-grid-tile.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-smart-grid-tile.png?w=280&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=11b81509dd395fd60268be69bff71d60 280w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-smart-grid-tile.png?w=560&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=e8ca74b6bb9e2f69476b8d1455982202 560w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-smart-grid-tile.png?w=840&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=0dedd015c1ea5fb191eeaaff09fb32b1 840w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-smart-grid-tile.png?w=1100&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=259baeab1ec872ac9161e97ab3e93454 1100w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-smart-grid-tile.png?w=1650&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=edfc47b618fb252c49623c6c4b10c8ea 1650w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-smart-grid-tile.png?w=2500&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=70fd3aefa12a9ffac4b08be12e93c2fa 2500w" />

### Step 2: Open Atom POS Configuration

1. Tap the **Atom Commerce Ready** tile
2. This opens the **Atom POS Configuration** screen

### Step 3: Verify POS Mode

1. In the **Atom Commerce Connector** section, find **POS Mode**
2. Confirm that the displayed mode matches your Shopify POS subscription:
   * If you have **POS PRO**, it should show **PRO**
   * If you have **POS LITE**, it should show **LITE**
3. If the wrong mode is displayed, switch to the correct mode:

   * Scroll down to the **Mode & Discount Management** section
   * Click the **Switch to PRO** button (if you need PRO mode)
   * Or click the **Switch to LITE** button (if you need LITE mode)
   * Wait a few seconds for it to update

<Warning>
  If you're having trouble setting the correct mode, contact [support@atomcommerce.io](mailto:support@atomcommerce.io) for assistance.
</Warning>

### Step 4: Clear Atom Session (If Needed)

If you just switched modes or something isn't working:

1. Scroll to the bottom of the **Atom POS Configuration** screen
2. Click **Clear Atom Session**
3. This refreshes the connection between your POS device and Atom Commerce

<img src="https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-configuration-screen.png?fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=d07c93df6c3ecf12c9d9eac13bf34272" alt="Atom POS Configuration" style={{ maxWidth: '300px', borderRadius: '0.5rem', display: 'block', margin: '0 auto' }} data-og-width="1284" width="1284" data-og-height="2778" height="2778" data-path="images/pos-configuration-screen.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-configuration-screen.png?w=280&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=acfd43a65299000ada061b8ee4f10cb2 280w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-configuration-screen.png?w=560&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=136fc48ea31499b8026f3c5dbfd5646c 560w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-configuration-screen.png?w=840&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=d597f489b5baf7368d57a5e4f3af2f46 840w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-configuration-screen.png?w=1100&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=5b350b81a67e2d4fc863b20f1ea2e882 1100w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-configuration-screen.png?w=1650&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=8add10acd8251c14fc0d913fed558466 1650w, https://mintcdn.com/atomcommerce/mn7yctUUQ6GCV8Kf/images/pos-configuration-screen.png?w=2500&fit=max&auto=format&n=mn7yctUUQ6GCV8Kf&q=85&s=bad8a0829346531dbcbb082450e8724e 2500w" />

## Verification

After you finish the setup, check that everything is working:

1. **Shopify Admin**: Make sure the Smart grid tile is set to "Added" for Atom Commerce Discounts
2. **POS Device**: Check that the "Atom Commerce Ready" tile shows up in your smart grid
3. **POS Mode**: Verify that POS Mode shows the correct mode (PRO or LITE) matching your Shopify POS subscription
4. **Test a Discount**: Try using an Atom Commerce discount on a test sale on your POS device

## Troubleshooting

### Smart Grid Tile Not Appearing

If the "Atom Commerce Ready" tile doesn't show up on your POS device:

* Check that the Smart grid tile is set to "Added" in Shopify admin POS settings
* Refresh your POS device or close and reopen the POS app
* Make sure you have the latest version of the Atom Commerce Connector installed

### POS Mode Not Correct

If POS Mode doesn't match your Shopify POS subscription:

* Click **Switch to PRO** or **Switch to LITE** in the POS configuration screen to match your subscription
* Click **Clear Atom Session** to refresh the connection
* If you're unable to set the correct mode, contact [support@atomcommerce.io](mailto:support@atomcommerce.io) for assistance

### Discounts Not Applying

If discounts aren't working on POS sales:

* Make sure POS Mode matches your Shopify POS subscription (PRO or LITE)
* Check that your offers are set up to work with POS channels
* Make sure your offers are active and the dates are correct
* See the [Managing Channels](/channels/managing) guide for help with channel settings

## Next Steps

Now that POS is set up, you can:

* Learn about [Managing Channels](/channels/managing) to set up offers for POS
* Check out [Creating Offers](/offers/creating-offers) to make discounts that work with POS
* Read the [Channel Overview](/channels/overview) to learn how channels work in Atom Commerce


# Quickstart Guide
Source: https://docs.atomcommerce.io/quickstart

Get started with Atom Commerce in minutes. Learn how to create your first promotion and start driving sales.

## Welcome to Atom Commerce

Atom Commerce is a smart offer engine that helps Shopify merchants create, manage, and optimize promotions. This quickstart guide will help you create your first offer in just a few steps.

<CardGroup cols={2}>
  <Card title="What You'll Learn" icon="book">
    * How to connect your Shopify store
    * How to create your first offer
    * Basic offer types and when to use them
  </Card>

  <Card title="Time Required" icon="clock">
    * Setup: 5-10 minutes
    * First offer: 5 minutes
    * Total: \~15 minutes
  </Card>
</CardGroup>

## Step 1: Connect Your Shopify Store

Before creating offers, you need to connect Atom Commerce to your Shopify store.

<Steps>
  <Step title="Install the App">
    Go to the [Atom Commerce Connector on Shopify App Store](https://apps.shopify.com/atom-commerce-connector) and click **Add app**.
  </Step>

  <Step title="Complete Onboarding">
    After installation, you'll be directed to a short survey and getting started page. You can use our built-in AI chat system if you need help.
  </Step>

  <Step title="Enable App Embed">
    This is the most important step! Enabling the App Embed allows our discount engine to apply discounts to your store. Follow the prompts on the getting started page to turn this on.
  </Step>
</Steps>

<Tip>
  Once installed, Atom Commerce will always be available under the **Apps** menu in your Shopify Admin. Click **Atom Commerce Connector** to open your dashboard.
</Tip>

<Note>
  For detailed setup instructions, see our [First-Time Setup Guide](/getting-started/setup).
</Note>

## Step 2: Create Your First Offer

Now that your store is connected, let's create a simple product discount to get you started.

<Steps>
  <Step title="Navigate to Offers">
    1. Open your Atom Commerce Dashboard
    2. Click **Offers** in the left menu
    3. Click **Create New Offer** in the top right corner
  </Step>

  <Step title="Choose Offer Type">
    For your first offer, we recommend starting with a **Product Discount**:

    * **Simple**: Easy to understand and set up
    * **Flexible**: Works with single products or entire collections
    * **Effective**: Direct discounts drive immediate sales

    Select **Product Discount** or **Collection Discount** from the offer type options.
  </Step>

  <Step title="Configure Basic Settings">
    * **Name**: Give your offer a clear name (e.g., "Summer Sale - 20% Off")
    * **Method**: Choose **Automatic** (applies automatically) or **Discount Code** (requires code entry)
    * **Discount**: Set your discount amount (e.g., 20% off or \$10 off)
  </Step>

  <Step title="Select Products or Collections">
    * For **Product Discount**: Select specific products
    * For **Collection Discount**: Select one or more Shopify collections
  </Step>

  <Step title="Set Schedule (Optional)">
    * **Start Date**: When the offer begins
    * **End Date**: When the offer expires (optional)
  </Step>

  <Step title="Save and Activate">
    1. Review your offer settings
    2. Click **Save Offer**
    3. Toggle **Activate** to launch your offer
  </Step>
</Steps>

<Callout>
  Your offer is now live! Customers will see the discount automatically applied at checkout (if using automatic method) or can enter your discount code.
</Callout>

## What's Next?

Now that you've created your first offer, explore these resources to get the most out of Atom Commerce:

<CardGroup cols={3}>
  <Card title="Learn Offer Types" icon="layers" href="/offers/offer-types">
    Discover all the different promotion types available
  </Card>

  <Card title="Advanced Features" icon="sliders" href="/offers/creating-offers">
    Learn about qualifiers, targets, exclusions, and more
  </Card>

  <Card title="Best Practices" icon="star" href="/offers/best-practices">
    Strategies for creating effective promotions
  </Card>

  <Card title="Priority & Stacking" icon="arrow-up" href="/offers/priority-and-stacking">
    Understand how multiple offers work together
  </Card>

  <Card title="Analytics" icon="chart-line" href="/analytics/key-metrics">
    Track your offer performance
  </Card>

  <Card title="Guides" icon="book" href="/guides/product-discounts">
    Step-by-step guides for specific offer types
  </Card>
</CardGroup>

## Common First Offers

Here are some popular first offers to try:

<AccordionGroup>
  <Accordion title="Simple Collection Sale">
    **Type**: Collection Discount\
    **Discount**: 20% off\
    **Collection**: Choose a seasonal collection (e.g., "Summer Apparel")\
    **Why**: Easy to set up, works immediately, great for seasonal promotions
  </Accordion>

  <Accordion title="Flash Sale on Featured Product">
    **Type**: Product Discount\
    **Discount**: \$50 off\
    **Product**: Select a featured or new product\
    **Schedule**: 24-48 hours\
    **Why**: Creates urgency, drives quick sales, perfect for testing
  </Accordion>

  <Accordion title="Buy More Save More">
    **Type**: Buy More Save More (BMSM)\
    **Tiers**: Buy 2 items, save 10%; Buy 3+ items, save 15%\
    **Why**: Encourages larger orders, increases average order value
  </Accordion>
</AccordionGroup>

## Need Help?

* **AI Assistant**: Use the built-in AI chat in your dashboard for instant help
* **Support**: Email us at [support@atomcommerce.io](mailto:support@atomcommerce.io)
* **Documentation**: Browse our [complete documentation](/overview) for detailed guides

<Callout>
  Ready to create more advanced offers? Check out our [Creating Offers Guide](/offers/creating-offers) for detailed step-by-step instructions.
</Callout>


# First-Time Setup
Source: https://docs.atomcommerce.io/setup

Complete guide to setting up your Atom Commerce account, connecting your Shopify store, and configuring initial settings.

# First-Time Setup

This guide will walk you through the initial setup process for your Atom Commerce account.

## Accessing Your Dashboard

After signing up for Atom Commerce, you'll receive an email with your login credentials and a link to access your dashboard.

## Connecting Your Shopify Store

The first step is connecting your Shopify store to Atom Commerce:

1. From your dashboard, click on "Settings" in the main navigation

2. Select "Shopify Integration"

3. Click "Connect Store"

4. Follow the prompts to authorize Atom Commerce with your Shopify store

## Initial Configuration

After connecting your store, you'll need to configure some basic settings:

1. **Store Information**: Verify your store details are correct

2. **User Preferences**: Set your timezone and notification preferences

3. **Team Access**: Invite team members if needed

## Next Steps

Once your store is connected and basic settings are configured, you're ready to:

* Explore your [Dashboard Overview](/getting-started/dashboard)

* Learn about [Navigating the Interface](/getting-started/navigation)

* Start [Creating Offers](/offers/creating-offers)


# Connecting Your Shopify Store
Source: https://docs.atomcommerce.io/shopify/connecting

Learn how to connect your Shopify store to Atom Commerce and understand what data is synchronized between platforms.

# Connecting Your Shopify Store

Atom Commerce integrates seamlessly with your Shopify store. This guide explains how to connect your store and what data is synchronized.

## Connection Process

1. From your Atom Commerce dashboard, navigate to "Settings"
2. Select "Shopify Integration" from the menu
3. Click the "Connect Store" button
4. You'll be redirected to Shopify's authorization page
5. Review the permissions requested and click "Allow"
6. You'll be returned to Atom Commerce with your store connected

## Required Permissions

When connecting your Shopify store, Atom Commerce will request access to:

* Products and inventory
* Orders and customers
* Discounts and price rules
* Themes and assets (for frontend integration)

These permissions are necessary for the full functionality of the platform.

## Data Synchronization

After connecting your store, Atom Commerce will automatically sync:

* Your product catalog (products, variants, collections)
* Customer information
* Order history
* Store settings and configuration

This initial sync may take a few minutes depending on the size of your store.

## Connection Status

You can check your connection status at any time:

1. Go to "Settings" > "Shopify Integration"
2. View the "Connection Status" section
3. If needed, you can disconnect and reconnect your store

## Troubleshooting Connection Issues

If you encounter problems connecting your store:

* Ensure you're logged into your Shopify admin account
* Check that you have administrative privileges in Shopify
* Verify that your Shopify plan supports third-party app installations
* Try disconnecting and reconnecting your store

If problems persist, contact our support team via the help icon in the application.

## Next Steps

After connecting your Shopify store:

* Learn about [Product Synchronization](/shopify/products)
* Begin [Creating Offers](/offers/creating-offers) for your products


# Product Synchronization
Source: https://docs.atomcommerce.io/shopify/products

Learn how Atom Commerce synchronizes with your Shopify product catalog and how to manage product integration.

# Product Synchronization

This guide explains how Atom Commerce synchronizes with your Shopify product catalog and how you can manage this integration.

## Product Synchronization Overview

Atom Commerce maintains a synchronized copy of your Shopify product catalog to:

* Enable you to create offers for specific products
* Provide accurate product information in your dashboard
* Allow for advanced targeting and segmentation
* Keep your promotional offers up-to-date with your inventory

## Initial Synchronization

When you first connect your Shopify store, Atom Commerce performs an initial synchronization:

1. All products, variants, collections, and inventory data are imported
2. Product images and details are synchronized
3. Product relationships and categorizations are established
4. This process may take a few minutes to complete, depending on catalog size

## Viewing Synchronized Products

To view your synchronized products:

1. Navigate to "Products" in the main menu
2. Browse your complete product catalog
3. Use filters and search to find specific products
4. Click on any product to view its details and variants

## Automatic Updates

Atom Commerce automatically stays in sync with your Shopify catalog:

* **Real-time Updates**: When you make changes in Shopify, they are reflected in Atom Commerce
* **Inventory Tracking**: Stock levels are updated to prevent offers on out-of-stock items
* **New Products**: Newly added products in Shopify are automatically imported
* **Product Changes**: Updates to product details are synchronized

## Manual Synchronization

If you need to force a synchronization:

1. Go to "Settings" in the main menu
2. Select "Shopify Integration"
3. Click "Synchronize Products"
4. Wait for the synchronization to complete

## Synchronization Status

You can check the status of your product synchronization:

1. Navigate to "Settings" > "Shopify Integration"
2. View the "Product Synchronization" panel
3. See the last successful sync time
4. Check for any synchronization errors or warnings

## Using Products in Offers

Synchronized products can be used in your promotional offers:

1. When creating an offer, navigate to the product selection section
2. Browse or search for products from your catalog
3. Select individual products, variants, or entire collections
4. Set offer conditions based on product attributes

## Product Attributes

Atom Commerce synchronizes several product attributes that can be used in offers:

* Product title and description
* Price and compare-at price
* SKU and barcode
* Variants (size, color, material, etc.)
* Product type and vendor
* Tags and collections
* Weight and dimensions
* Inventory status

## Collections Synchronization

In addition to individual products, Atom Commerce synchronizes Shopify collections:

* Both manual and automatic collections are imported
* Collection memberships are kept up-to-date
* Collection-based offers automatically include the right products

## Troubleshooting Synchronization Issues

If you encounter product synchronization problems:

1. Check your connection status in "Settings" > "Shopify Integration"
2. Verify your Shopify API access is still valid
3. Look for specific error messages in the synchronization logs
4. Try a manual synchronization
5. Contact support if issues persist

## Next Steps

* Explore [Creating Offers](../offers/creating-offers.md) using your product catalog


# Common Issues and Troubleshooting
Source: https://docs.atomcommerce.io/troubleshooting/common-issues

Find solutions to frequently encountered issues in Atom Commerce, including offer creation, Shopify integration, and reporting problems.

# Common Issues

This guide addresses frequently encountered issues in Atom Commerce and provides step-by-step solutions.

## Offer Creation Issues

### Offers Not Applying to Orders

If your offers aren't being applied to customer orders:

1. **Check Offer Status**: Ensure the offer is active in the Offers dashboard
2. **Verify Dates**: Confirm the offer's start date has passed and end date hasn't occurred
3. **Review Conditions**: Make sure all offer conditions are correctly configured
4. **Check Product Availability**: Confirm the products in the offer are in stock
5. **Test with Different Scenarios**: Try different cart configurations to test the offer

### Can't Save an Offer

If you're unable to save a new offer or changes to an existing offer:

1. **Look for Validation Errors**: Red error messages should indicate the problem
2. **Check Required Fields**: Ensure all required fields are completed
3. **Verify Product Selection**: Make sure products or collections are properly selected
4. **Check Discount Values**: Ensure discount amounts or percentages are valid
5. **Review Date Settings**: Confirm start and end dates are set correctly

## Shopify Integration Issues

### Connection Problems

If your Shopify store disconnects or shows integration errors:

1. **Check Connection Status**: Go to Settings > Shopify Integration to verify status
2. **Verify API Access**: Ensure API permissions haven't been revoked in Shopify
3. **Reconnect the Store**: Try disconnecting and reconnecting your store
4. **Check for Shopify Outages**: Verify Shopify's system status
5. **Contact Support**: If problems persist, contact Atom Commerce support

### Product Synchronization Issues

If products aren't syncing correctly:

1. **Check Last Sync Time**: Verify when the last successful sync occurred
2. **Force Manual Sync**: Try a manual synchronization from Settings
3. **Look for Specific Errors**: Check for error messages in the sync logs
4. **Verify Product Status**: Ensure products are published in Shopify
5. **Check for Large Catalog Issues**: Very large catalogs may take longer to sync

## Reporting and Analytics Issues

### Missing or Incomplete Data

If reports or analytics appear incomplete:

1. **Verify Date Range**: Ensure you've selected the correct date range
2. **Check Data Processing**: Recent data may still be processing
3. **Look for Filtering Issues**: Remove filters that might be excluding data
4. **Verify Offer Tagging**: Make sure offers are properly tagged for reporting
5. **Clear Cache**: Try refreshing the page or clearing your browser cache

### Export Problems

If you're having trouble exporting reports:

1. **Check File Size**: Very large exports may time out
2. **Try Different Format**: Switch between CSV, Excel, or PDF formats
3. **Reduce Data Size**: Export a smaller date range or fewer metrics
4. **Check Browser Downloads**: Ensure downloads aren't being blocked
5. **Try Again Later**: System load may temporarily affect export capabilities

## Account and Access Issues

### Login Problems

If you're unable to log in to your account:

1. **Verify Credentials**: Ensure your email and password are correct
2. **Check Account Status**: Verify your account is active
3. **Reset Password**: Use the "Forgot Password" option
4. **Clear Browser Cache**: Try clearing cookies and cache
5. **Use a Different Browser**: Switch browsers to eliminate browser-specific issues

### Permission Issues

If you're unable to access certain features:

1. **Check User Role**: Verify your assigned role has the necessary permissions
2. **Contact Account Admin**: Ask your account administrator to modify permissions
3. **Verify Subscription Level**: Certain features may require a higher subscription tier
4. **Check for Temporary Restrictions**: Some features may be temporarily unavailable

## Performance Issues

### Slow Loading Times

If the application is loading slowly:

1. **Check Internet Connection**: Verify your internet speed
2. **Clear Browser Cache**: Clear cookies and cached data
3. **Close Unused Tabs**: Too many open tabs can slow performance
4. **Check for Large Data Sets**: Filtering to smaller data sets may improve speed
5. **Try a Different Browser**: Some browsers may perform better than others

## Testing Your Offers

If you need to verify that your offers are working correctly before they go live, Atom Commerce provides a testing tool to help you validate discount behavior.

### Using the Offer Testing Tool

1. **Access the Testing Tool**: Navigate to [https://admin-us-central1.atomcommerce.io/testOffers](https://admin-us-central1.atomcommerce.io/testOffers)
2. **Select Your Discount**: Use the dropdown at the top of the screen to choose the discount you want to test
3. **Test Your Discount**: You have two options:
   * **Manual Testing**: Add specific products manually to a test cart to see how the discount applies
   * **AI Agent Testing**: Click **Test with Agent** to open a copilot tool that will automatically add items to a test cart and help you test the discount

<Tip>
  The AI Agent testing feature can help you quickly test different scenarios and cart configurations without manually building test carts.
</Tip>

### When to Use the Testing Tool

Use the offer testing tool when:

* You've created a new offer and want to verify it works as expected
* An offer isn't applying correctly and you need to debug the issue
* You want to test different cart configurations to understand discount behavior
* You need to validate complex discount rules before going live

## Getting Additional Help

If you've tried the troubleshooting steps and still need assistance:

1. **Check Documentation**: Review other documentation sections for guidance
2. **Use the Testing Tool**: Test your offers using the [offer testing tool](https://admin-us-central1.atomcommerce.io/testOffers) to identify issues
3. **Contact Support**: Reach out to Atom Commerce support via the help icon in the application
4. **Provide Details**: Include specific error messages and steps to reproduce issues
5. **Share Screenshots**: Visual documentation can help identify problems


# Discount Upsell Capabilities
Source: https://docs.atomcommerce.io/upsells/overview



# Discount Upsells: Turn "Almost" Into "Yes!"

Atom Commerce helps you maximize your store’s revenue by automatically showing customers what they need to do to unlock your best promotions. Our Discount Upsell system detects when a shopper is close to qualifying for a discount and displays a friendly, actionable message—right in the cart or as a store banner.

## What Are Discount Upsells?

Discount Upsells are smart notifications that:

* Tell shoppers how close they are to a reward (like a discount or free shipping)
* Suggest exactly what to add or spend to qualify
* Highlight relevant products to help them reach the goal

This turns missed opportunities into extra sales, and helps your customers feel rewarded for buying more.

***

## How It Works

Every promotion you create in Atom Commerce can be configured to show upsell messages when a customer is close to qualifying. These messages are tailored to the type of promotion:

### 1. Product Discounts (Buy X, Get Y, Volume, etc.)

When a shopper is just short of a product-based deal, they’ll see a message like:

> **Add 1 more to save \$X!**

**Example:**

* Promotion: “Buy 3, get 1 free” on light bulbs
* Cart: Customer has 2 boxes
* Upsell: “Buy one more box of light bulbs and get the next one free!”

If the promotion targets specific products or brands, the upsell can highlight those items (e.g., “Add 1 more Brand X windbreaker to save 20%!”).

### 2. Order Discounts (Spend Thresholds)

For order-wide discounts, Atom Commerce will show:

> **Spend \$25 more to get 10% off your order**

**Example:**

* Promotion: “10% off orders over \$100”
* Cart: \$75 subtotal
* Upsell: “Spend \$25 more to qualify for 10% off your order!”

### 3. Shipping Upsells (Free Shipping Bars)

For free shipping promotions, you can display a dynamic bar or message:

> **Spend \$100 more for FREE DELIVERY**

**Example:**

* Promotion: “Free shipping on orders over \$2500”
* Cart: \$2400 subtotal
* Upsell: “Spend another \$100 to qualify for free shipping. Check out our Brand X windbreakers!”

You can even suggest specific products that would help the customer reach the threshold.

***

## Why Use Discount Upsells?

* **Increase Average Order Value:** Shoppers are more likely to add items when they see a clear, achievable reward.
* **Reduce Cart Abandonment:** Customers know exactly what’s needed to unlock a deal, so they’re less likely to leave.
* **Personalized Experience:** Upsell messages are tailored to each shopper’s cart and your active promotions.
* **No Coding Required:** All logic is handled by Atom Commerce—just configure your promotions and enable upsells.

***

## How to Enable Upsells

1. **Create or Edit a Promotion** in Atom Commerce.
2. **Enable Discount Upsells** (closeness qualifiers) for that promotion.
3. **Customize Your Message** (optional):
   * Use default messages, or
   * Add your own text and product suggestions
4. **Publish and Go Live!**

Atom Commerce will automatically detect when a customer is close to qualifying and show the right upsell message at the right time.

***

## Real-World Examples

* **Buy X Get Y:** “Add 1 more box of gloves to get the next one free!”
* **Order Discount:** “Spend \$50 more to unlock 20% off your order.”
* **Free Shipping:** “Spend $100 more for free delivery. See our $100+ jackets!”

***

## Frequently Asked Questions

**Q: Which products are suggested in the upsell?**
A: If the shopper has not yet qualified for your offer, the products you chose as your condition will be suggested. For example, in a "Buy 2, get the 3rd item free" offer, if the shopper already has two items, the upsell product will be the third item. However, if your discount is different—such as "Buy 2 pairs of shorts, get 50% off a belt"—then when 2 pairs of shorts are already in the cart, the belt will be the suggested upsell.

**Q: Will customers see multiple upsell messages?**
A: If a customer is close to qualifying for more than one promotion, Atom Commerce will prioritize and show the most relevant upsell(s) based on your settings.

**Q: Is this compatible with Shopify’s checkout and cart?**
A: Yes, Atom Commerce is designed for seamless integration with Shopify stores.

***

## Get Started

Discount Upsells are available for all Atom Commerce merchants. To start using them, just enable upsells on your next promotion and watch your average order value grow!

For more details, see our [Offers Setup Guide](/offers/creating-offers).