How to Increasing Sales with Promotion Programs on Odoo 18 Website

Strong capabilities for creating and overseeing marketing strategies that improve consumer interaction and increased online sales are available in the Odoo 18 Website module. The usage of program types, which enables companies to design unique incentives and rewards suited to various marketing objectives, is one of its primary characteristics. These program types offer things like coupons for future purchases, free merchandise, free delivery, and discount codes. Each kind has a distinct function, such as increasing average order value, lowering cart abandonment, promoting recurring business, or drawing in new clients.

Setting Up Gift Cards, Loyalty, and Discounts

Turning on the "Discounts, Loyalty & Gift Card" feature from the Odoo 18 Website Module's Configuration menu's Settings window. The 'Discount & Loyalty' and 'Gift Cards & e-wallets' sub-menus inside the 'e-Commerce' menu of the Website module, or the Loyalty Programs link, provide direct access to this gateway for creating or managing Gift Cards, Loyalty Cards, and other loyalty programs.

Now, under the eCommerce Menu, you have the option of discount and loyalty, as in the image below. 

On selecting the New option, you will get the creation page, as in the image below.

Here, you have the options like,

Program Name: Type the program's name in this space. The customer cannot see the program name.

Program Type: From the drop-down menu, choose the preferred program type.

The program form offers the following several program types:

• Coupons: Create and distribute one-time coupon codes that provide instant access to benefits.
• Loyalty Cards: The consumer earns points for purchases, which can then be used for incentives on present and/or future orders.
• Promotions: Establish conditional guidelines for product orders that, if met, give the consumer access to rewards.
• Discount Code: Set codes that provide customers discounts when they enter them at the register.
• Buy X, Get Y gives the consumer one credit for each (X) item they purchase. The customer can exchange their credits for the (Y) item once they have accrued a certain number of them.
• Next Order Coupons: Create and distribute one-time-use coupon codes that enable customers to receive rewards on their subsequent orders.

Currency: Decide on the program's currency.

Pricelist: To have this loyalty program applied to a particular pricelist (and customers related to the pricelist), choose a pricelist from the drop-down menu if you'd like. In this area, you can choose from many pricelists.

Points Unit: Type in the name of the Loyalty Cards program's point system (for example, Loyalty Points). The customer can see the name of the points unit. Only when Loyalty Cards is selected as the Program Type is this field accessible.

Start Date: Choose the day the program goes into effect. If you want the program to remain active and never expire, leave this option empty.

End Date: Choose the end date, which is the day the program expires. If you want the program to remain active and never expire, leave this option empty.

Limit Usage: To restrict how many times the software can be used during its validity period, check this box and enter a number of usages.

Company: Select the single company for which the program is offered if you are dealing with a multi-company database. All businesses in the database can access the program if it is left blank.

Available On: Choose which applications the program is compatible with.

Website: Choose a website that offers the program. To make it accessible on all websites, leave this form empty.

Point of Sale: Decide which point or points of sale offer the program. To make it accessible at any PoS, leave this field empty.

Moreover, you can set certain conditional rules and rewards according to the program type you select in the provided space.

Here, in this blog, we will detail the program types,  By x Get Y,  Discount Code, Promotion, and Next order coupon.

Promotion

The primary purpose of promotion codes is to draw in new clients and reward existing ones in order to boost sales. They give you a versatile approach to give clients who enter a certain code during the checkout process discounts, freebies, or other exclusive offers. The initial stages of the promotion's development are comparable to those of the other initiatives. Now let's move on to the promotion's guidelines and incentives. Select the program type as promotion, as in the image below.

After providing the currency, price list, start date, end date, company, website, and point of sale, click the Add button in the rules section to add a rule. Then, a pop up get displayed, as in the image below.

Here, the conditional rule is to buy at least two items for at least 100 dollars, including tax. Click Save & Close after setting up any conditions the business requires. Setting up the reward is next. Click the Add button beneath the rewards section to do that. Here, set the reward as free shipping.

In this case, the reward takes the form of free shipping. Next, proceed to the sale order and draft a sale order for a client. Let's investigate how it occurred. Thus, visit the website and select a store.

The client bought a customizable desk, as in the screenshot below. Two quantities were added to the cart by the consumer.

Both of the requirements that were added to the promotion rule are met in this case. Let's examine the process by which the award is given. A shipping option is selected here. The delivery fee is subtracted from the total.

Once more, return and review the recently developed promotional program. One promo is visible on the smart tab. Details such as the customer's name and order reference information are shown when the promotion is opened.

On opening, you will have the promotion window, as in the image below.

Discount Code

The discount code comes next. The second recently introduced promotion program is the discount code. The code can be used by customers to receive discounts or other benefits.

Here, there is a 10% discount on Bacon Burger, as in the screenshot below.

To receive the discount, the buyer must buy a minimum of one quantity of the product, according to the new rule. It is possible to manually add the discount code. 10pc is the code that is provided.

The reward part comes next. Ten percent is the reward. A Bacon Burger is the discounted item.

To see how the discount code works, visit the online store.

This adds one piece of Bacon Burger to the cart. The discount code part is where you can add the code that is mentioned within the program.

If the coupon code is included. Press the Apply button.

To finish the order, claim the reward, as in the image below.

You can see, the discount is successfully applied to the product. Now, make the remaining payment process complete.

Buy X Get Y

A minimum of two amounts must be purchased by the customer when the rule is open. They will receive one point for the paid unit. Therefore, if a consumer purchases two products, they will receive two reward points. Additionally, a reward of one quantity of the same goods may be offered in exchange for these two points.

A free product is then offered as a reward. The Storage Box is then the complimentary item.

In order to receive one free storage box, let's buy two. Therefore, put two Storage Boxes in the cart. The consumer can then pick out another Storage Box as a prize.

The incentive product will be automatically added to the cart if the buyer claims it. The client is able to view the order.In this case, the buyer receives three storage boxes, but he only has to pay for two of them. It implies complete freedom.

Next Order Coupon

The next order discount is a new feature in Odoo 18 and a separate software. There may be conditions in the program. Therefore, after completing their order, the buyer who meets those requirements receives a coupon. The customer can utilize that coupon to get the incentive when they place their next order.

This is the recently developed voucher for 50% off your next order. As the name suggests, the consumer will receive a 50% discount on his subsequent order if he complies with the guidelines provided in the coupon.

Let's examine the configured condition. The buyer must make a minimum purchase of $10,000 in order to receive this next order coupon. Each purchase earns the customer one point. 

As previously stated, the consumer will receive a discount as a reward. There is a 50% order discount here. However, this is also where the maximum discount amount is set. This indicates that the discount does not exceed $5,000.

Let's buy a few items from an online store. In this case, the client bought three distinct items. Two sets of large meeting tables, two sets of customizable desks, and a three-seat sofa.

In this case, the consumer bought more than $10,000 because the entire price, including tax, was $11000. Thus, the Next Order coupon is valid for this customer.

Incorporate payment to finalize the order.

Let's return to the back end and examine the generated coupon program.

There, one voucher is created. Get the coupon for the smart tab open. Within the coupon, the order reference is also updated. The customer receives the incentive by using the promo code. Thus, take a copy of this code.

Visit the store once more and place another order. Therefore, the same buyer put five Large Cabinets in their cart this time. Thus, $3750 is the total sum.

The consumer can therefore use the promo code this time to receive 50% off of his entire purchase. To receive the incentive, paste the code in the Discount Code field and click the Apply button.

The sum in this case is $3750. Thus, $1875 is half of the total. Thus, that sum is deducted from the sum. This implies that the client simply needs to make a portion payment. The successful application of the code is indicated by a message.

To finish the order, select the payment option and make the payment.

By employing coupons wisely and efficiently, the business may increase sales and customer engagement on the website and draw in both new and repeat clients.

To read more about How to Boost Sales with Cross-Selling and Upselling in Odoo 18 Website, refer to our blog How to Boost Sales with Cross-Selling and Upselling in Odoo 18 Website.