Running a Promo That Converts

A promo is easy to launch and easy to leak money on. Offers let you build one that converts cleanly — targeted to the customers you want, capped so it can't be over-redeemed, and resolved by priority so offers never stack by accident. A live preview shows exactly what the customer sees and what the discount gives back, before the offer ever goes live.

Where to find it

Go to Commerce → Offers → New Offer. The editor is organized into Definition, Discount, Guardrails, Targeting, and Schedule, with a live Customer Preview, Billing Impact, and Checks panel on the right that updates as you build.

Build a launch promo

1. Under Definition, choose Cart Promo — a one-time discount at checkout — and give it an Offer Code customers enter (for example, LAUNCH30).

2. Under Discount, set the Discount Type and Value — say 30%. The Customer Preview updates instantly to show the discounted price and the give-back.

3. Under Guardrails, protect your margin:

   • Max Total Uses caps the whole campaign.

   • Max Uses Per Customer stops one customer redeeming it repeatedly. Cap Basis decides whether that limit counts every grant ever (Lifetime) or only within a trailing window (Rolling window).

   • Cooldown (days) sets a minimum gap between grants to the same customer. These limits are enforced server-side, not just in the UI.

4. Under Targeting, select one or more Target Audiences so the offer reaches only the customers you want — leave it empty for everyone. When audiences are set, a customer must be a member of at least one (OR logic).

5. Set the Audience Priority. When a customer qualifies for more than one targeted offer, the highest priority wins — so promos resolve to a single winner instead of stacking.

6. Under Schedule, set Active, optional Start/End dates, and whether the offer Auto-Applies at checkout or requires the code. Then Create Offer.

Read the live preview before you launch

The right-hand panel is your safety check:

• Customer Preview — the exact checkout the customer sees, with the discounted price.

• Billing Impact — an illustrative order broken down to the total give-back, so the cost of the promo is visible up front (actual amounts resolve from the billing system at apply time).

• Checks — surfaced warnings, such as an offer with no end date that runs until you deactivate it.

How targeting and priority work together

• Audiences decide who is eligible — reuse the same segments you build for churn risk and campaigns (see Targeting with Audiences).

• Priority decides which offer applies when several match, so you never rely on accidental ordering.

• Guardrails decide how often — a campaign cap, a per-customer limit, and a cooldown keep a generous promo from becoming a leak.

Tip: Set a per-customer limit and a priority on every promo, even a simple one — the two together are what keep a discount from being redeemed twice or silently stacking with another live offer.

Learn more: Rules Overview · Targeting with Audiences · Pricing by Segment and Partner.