> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voucherify.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create cart promotions

> Configure a cart-level promotion campaign in Voucherify

This is a step-by-step guide on configuring a cart-level promotion campaign in Voucherify, covering all steps shown in the campaign builder.

Go to **Campaign hub** > **Campaigns** to **Create campaign** and select **Promotion**.

<Tip>
  <Badge color="green">Campaign draft</Badge>

  If you can't configure the whole campaign in one go, don't worry.

  You can **Save draft** of the campaign. Draft campaigns are inactive until their configuration is finished and saved.

  If you **Cancel** the campaign builder, you can return to the builder of that campaign by going to **Create campaign** > **Continue work**. However, if in the meantime you've started creating a new campaign, you won't be able to return to the previous one.

  That's why it's best to save campaigns as drafts if you need to stop your work on campaign configuration.
</Tip>

<Steps>
  <Step>
    ## Promotion details

    Define the basic settings and timeframe for your promotion.

    Start by defining the core identity of your campaign:

    1. Enter unique **Campaign name**.
    2. Optionally, select a **Category** to group this campaign.

    You can add the following optional time limitations:

    * **Starts on** and **Expires** dates
    * **Duration and interval time frame** (for example, every 2 days for 3 hours)
    * **Valid days of the week** (for example, only Wednesdays)
    * **Valid hours per day** (for example, happy hours between 16:00 and 22:00 every Friday and Saturday)
  </Step>

  <Step>
    ## Discount tiers

    Each **Discount tier** defines a specific discount amount and the rules that must be met to activate it. You can create one or multiple tiers.

    **Create tier** to configure the promotion tier.

    <Steps>
      <Step title="Details">
        Define **Details**:

        1. **Tier name**.
        2. **Banner message**: Optional; message shown to customers.
        3. **Category**: Optional; used for stacking rules.
        4. **Tier timeframe**: Optional; if not set, it inherits the campaign timeframe.
      </Step>

      <Step title="Discount">
        Configure the discount details and effects for the following types in a separate discount builder.

        Select one of the following types:

        * **Order discount**: Discounts applied to a customer's cart.
        * **Product discount**: Discounts applied to specific products or product collections.
        * **Rewards**: Free products added to the cart.
        * **Free shipping**: Order shipment is free of charge.
        * **Bundles**: "Buy X, Get Y" and similar scenarios.

        <Note>
          Read [Discount types and effects](/build/discount-types-and-effects) guide for a detailed description of discount types, effects, and other settings.

          Read [Dynamic formula builder](https://support.voucherify.io/article/568-how-to-create-dynamic-discount-value) to learn how to create formulas that apply different discounts depending on defined conditions.
        </Note>

        In the discount builder, you can also set up additional conditions like validation rules to limit the discount behavior (for example, only orders above \$100).

        <Note>
          Read [Create validation rules](/optimize/create-validation-rules) to learn how to set the rules.

          Read [Validation rules](/optimize/validation-rules-reference) for a detailed description of all validation rules and other settings.
        </Note>
      </Step>

      <Step title="Metadata">
        Add custom attributes for tracking, optimizing, or experimenting.

        You can either:

        * **Use an existing metadata schema**.
        * **Add unknown property**: metadata that isn't defined and won't be added to the schema.
        * **Add to schema**: define new metadata schema. Once saved, reload the schema to use the new metadata.

        <Note>
          Read [Metadata](/prepare/metadata) to learn more about custom attributes.
        </Note>
      </Step>
    </Steps>

    <Tip>
      <Badge color="green">Create Tier from Template</Badge>

      You can generate a new discount tier based on a defined **Campaign template**. Templates allow you to reuse configuration settings for a tier that is commonly used across different campaigns, saving setup time.

      You can use templates from a discount campaign or a promotion tier to create a new discount tier.

      To learn more about pre-configured discount structures, see the [Campaign Templates guide](https://support.voucherify.io/article/620-campaign-templates).
    </Tip>
  </Step>

  <Step>
    ## Discounts application rules

    This section determines how the different tiers you defined in the previous step interact with each other. Voucherify supports two main application modes: **Tiers only** and **Tiers and stacks**.

    <Tabs>
      <Tab title="Tiers only">
        This is the default setting. Only individual promotion tiers can be used.

        You can use one or many tiers in your promotion activities.
      </Tab>

      <Tab title="Tiers and stacks">
        You can combine multiple individual discount tiers into one unified promotion stack that applies together. In your promotion activities, you can also use promotion stacks together with separate promotion tiers.

        <Tip>
          A promotion stack works like a bundle of promotion tiers that act as one combined promotion.

          Promotion stacks are useful for creating complex incentives like applying "10% off + free shipping" in a single action.
        </Tip>

        **Create combined promotion** and:

        1. Enter **Name** (for example, *Summer stack*).
        2. Optionally, select **Category** for the stack or create a new one.
        3. In the **Selected Tiers** drop-down, select discount tiers to include them in this stack.
        4. Once added, use the up/down arrows to set the application order. The tier at the top of the list is applied first in the transaction sequence.
        5. **Save** to add the promotion stack to the campaign.

        You can add many promotion stacks to the campaign.

        <Info>
          A single promotion stack can have up to 30 tiers.
        </Info>
      </Tab>
    </Tabs>

    <Note>
      Read [Create validation rules](/optimize/create-validation-rules) to learn how to set the rules.

      Read [Validation rules](/optimize/validation-rules-reference) for a detailed description of all validation rules and other settings.
    </Note>
  </Step>

  <Step>
    ## Promotions hierarchy

    If a customer's cart qualifies for multiple discount tiers, you can set the order in which the tier discounts are applied.

    Use the arrows to place the highest priority tier at the top of the list and set the rest in the correct order. The tier at the top will be applied first.
  </Step>

  <Step>
    ## Metadata (optional)

    Add custom attributes for tracking, optimizing, or experimenting.

    You can either:

    * **Use an existing metadata schema**.
    * **Add unknown property**: metadata that isn't defined and won't be added to the schema.
    * **Add to schema**: define new metadata schema. Once saved, reload the schema to use the new metadata.

    <Note>
      Read [Metadata](/prepare/metadata) to learn more about custom attributes.
    </Note>
  </Step>

  <Step>
    ## Access settings

    Check areas, stores, and all stores to limit the access to the campaign by restricted users and API keys.

    <Note>
      <Badge color="blue">Enterprise feature</Badge>

      This step is available for Enterprise clients who have the Areas and stores feature enabled.

      Contact your technical account manager or [Voucherify support](https://www.voucherify.io/contact-support).

      Read [Areas and stores](/orchestrate/areas-and-stores) to learn more about access settings.
    </Note>
  </Step>

  <Step>
    ## Summary

    Review your configuration if everything's correct. If you see something that needs editing, go back to a given step.

    If the setup is correct, click **Save** to launch your campaign.
  </Step>
</Steps>

<Tip>
  <Badge color="green">Campaign calendar</Badge>

  Once you save your campaign or save it as a draft, you can see when it will be active in **Campaign Calendar** in the **Marketer Hub** sidebar section. **Campaign Calendar** shows an overview of all campaigns and their time frames and additional information when you click on a given bar.
</Tip>

## Related features

Experiment with other features to improve your campaign results.

<AccordionGroup>
  <Accordion title="Campaign templates">
    You can turn your discount campaign into a campaign template.

    In the campaign detail view, click the **Create template** button in the top right bar.

    You can reuse the template to quickly recreate the campaign in the same project or create it in another project.

    <Tip>
      <Badge color="green">Moving to production environments</Badge>

      Campaign templates are especially useful when you want to migrate a campaign you've tested in a Sandbox environment to your production project.
    </Tip>

    Read [Campaign templates](https://support.voucherify.io/article/620-campaign-templates) to learn more.
  </Accordion>

  <Accordion title="Campaign tracking">
    Once your campaign is live, you can track its progress in the dashboard. This way you can quickly react when it underperforms and tweak its settings or experiment with your setup.

    <Tip>
      <Badge color="green">Dev tools</Badge>

      Devs can use the following tools for campaign tracking:

      * [Voucherify Core MCP](/guides/voucherify-core-mcp)
      * [Campaign summary API](/api-reference/get-campaign-summary)
    </Tip>
  </Accordion>

  <Accordion title="Distribution">
    Once you've created the campaign, you can set up a distribution to notify your customers about new promotions, discounts, and other offers, or assign vouchers to them.

    These articles can help you with further fine-tuning:

    * [Distribution guidebook](https://support.voucherify.io/article/19-how-does-the-distribution-manager-work) explains how distributions work in Voucherify
    * [Create distribution](https://support.voucherify.io/article/19-how-does-the-distribution-manager-work) will help you with setting up a distribution message
  </Accordion>

  <Accordion title="Fraud prevention">
    Even best campaigns can be a target of fraud or exploited by customers who spot weak spots in the promotion setup.

    You can stop that from happing by using fraud prevention and tracking tools built in Voucherify.

    Learn more about stopping incentive fraud in:

    * [Interactive tour](https://www.voucherify.io/product-tours/stop-incentive-fraud).
    * [Fraud prevention and tracking](https://support.voucherify.io/article/516-fraud-prevention) article.
  </Accordion>
</AccordionGroup>