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- Open the Campaigns record, if not already opened.
- Click Discounts tab.
- Click Product Categories sub-tab.
- Click New icon to open a Campaign Product Categories record.
- Enter a category whose products you want to discount for this campaign in the Product Category field.
- Select the type of discount in the Type field.
- Discount: An amount off a product's price (on the order this will be converted to a percentage off the original price).
- Discount %: A percentage off a product's price. Note that if using Discount %, the discount type applies to all orders placed for the campaign, independent of the order's Currency Type and the Currency Type field is disabled.
- Amount: The specified amount replaces a product's price (on the order this will be converted to a percentage off the original price).
- If you select Discount or Amount in the Type field, select the Currency Type for the discount.
- The Currency Type field defaults to your organization's functional currency. You can modify the currency type as needed to base your discount in a different currency.
- The Currency Type field defaults to your organization's functional currency. You can modify the currency type as needed to base your discount in a different currency.
- Depending on the type of discount selected in the previous field, enter the amount off the original price, the percentage off the original price, or the new amount for a product in this category in the appropriate field.
- If you want the specified discount rate to also apply to products in any sub-category of the specified category, place a check mark in select the Apply To Sub-Categories box option.
- Enter the type of customer who is eligible to receive the specified discounted rate in the Member Type field.
- As of Aptify 5.5.1, you can apply a product category discount to the group of sub-members for the defined Member Type by selecting the Include Sub Member Types option.
- Click OK to add the record to the campaign's Discounts > Product Categories sub-tab.
- Create additional Campaign Product Categories record, as necessary, to create a matrix of categories and member types.
- Each product category may have multiple records, one per Member Type per currency type, since different member types can have different discount rates for a particular category and currency type.
- Save and close the Campaigns record when finished.