# Creating an Offer

How to access on Fynd Commerce 
Commerce panel → Sales Channel (select application) → Marketing → Offers

This guide walks you through every section of the offer creation form. To begin, click the **Create Offer** button. A modal will appear asking you to choose your offer type - refer to the [Overview](/commerce/docs/marketing/offers/overview) page for help selecting the right one. Once you click Create, you’ll be taken to the form described below.

## Step 1: Mode Selection

The very first choice you make is how customers will receive this offer. There are two modes:

| Mode | Description |
|  --- | --- |
| Auto-Applied Offer (Automatic) | The discount is applied automatically when the customer meets the eligibility criteria — no action needed from them. Best for: sitewide sales, seasonal promotions, loyalty rewards. |
| Redeem via Code (Coupon / Manual) | The customer must enter a specific code during checkout to unlock the discount. This is your traditional coupon code system. Best for: influencer codes, email campaigns, and exclusive member discounts. |


Priority Number (Step 5) does not apply to Redeem via Code offers. It is only relevant for Auto-Applied offers.

## Step 2: Basic Details

This section captures the identifying information for the offer.

| Field | Details |
|  --- | --- |
| Offer Title (required) | The display name of your offer, up to 50 characters. This is what you’ll see in your offers list. E.g. “Monsoon Sale 30% Off” or “SUMMER20”. |
| Short Description (required) | A brief summary of the offer, up to 100 characters. May be visible to customers on the storefront. E.g. “Get 30% off on all apparel this monsoon.” |
| Description (optional) | A longer, more detailed explanation of the offer terms. Useful for internal reference or showing detailed T&Cs. Click ‘+ Add Description’ to expand the field. |


## Step 3: Offer Details

This is where you define the discount rules and the conditions that trigger the offer. It is the most detailed section of the form, with three sub-sections.

### 3a. Apply Offer When — Customer Buys

This sub-section answers the question: “What must be true about the customer’s cart before the offer kicks in?” You set one or more rules using a three-part condition builder:

| Part | What It Is | Example |
|  --- | --- | --- |
| Condition Attribute (Dropdown 1) | Which aspect of the cart or product are you checking? | Cart Item Quantity |
| Operator (Dropdown 2) | How should the value be compared? | Greater than or equal to |
| Value (Text Field) | The number or amount to check against. | 3 (cart has 3 or more items) |


#### Adding Multiple Rules

Click ‘+ Add Rule’ to stack multiple AND conditions. For example: Cart Item Quantity ≥ 2 AND Brand = H&M. All rules must be satisfied simultaneously for the offer to apply.

#### All Available Condition Attributes (Dropdown 1)

The first dropdown gives you a wide range of attributes to build your condition from:

| Attribute | What It Checks | Example Use Case |
|  --- | --- | --- |
| Cart Item Quantity | The total number of individual items in the cart (counting duplicates). E.g. 2 shirts + 1 mug = 3. | Apply 10% off when the cart has 3 or more items. |
| Cart Total | The total monetary value of the cart before discounts. | Apply free shipping when the cart total is ₹500 or more. |
| Selling Location | The physical or virtual store/channel where the purchase is happening. | Apply a special discount only at the Mumbai store location. |
| Seller | The specific merchant fulfilling the order. Used in marketplace or multi-merchant setups. | Apply 15% off only for products sold by Seller XYZ on your marketplace. |
| Brand | The brand of the products in the cart. | Apply 20% off when the cart contains products from the Brand Vivo. |
| Exclude Brand | The offer does NOT apply to products from a specific brand. | Give 10% off on everything except the brands Apple and Samsung. |
| Category L1 | Top-level product category (the broadest grouping). E.g. Apparel, Electronics. | Apply the offer when the cart has items from the Apparel category. |
| Exclude Category L1 | The offer does not apply to products in a particular top-level category. | Offer valid on all categories except Electronics. |
| Category L2 | Second-level category (a sub-category within L1). E.g. within Apparel: Indian Wear. | Apply when the cart has items from Indian Wear. |
| Exclude Category L2 | The offer does not apply to products from a specific sub-category. | Offer not valid on the Western Wear sub-category. |
| Category L3 | Third-level category (the most specific grouping). E.g. within Men’s: T-Shirts, Jeans. | Apply when the cart has items specifically from the T-Shirts sub-sub-category. |
| Exclude Category L3 | Exclude products from a specific L3 category. | Offer not valid on Formal Shoes. |
| Department | A broader organisational grouping, often used by large retailers. E.g. Home, Fashion, Sports. | Apply the offer when items belong to the Home&Living department. |
| Product | A specific individual product by name or SKU. | Offer applies only when the cart includes a specific Hand Towel SKU. |
| Unique Line Item Quantity | The number of distinct quantities of a product in the cart. E.g. 3 units of Hand Towels = 1 unique line item. | Apply when the customer buys 3 or more units of the same product (e.g. Buy 3 Hand Towels, get a Hand Wash free). |
| Unique Line Item Amount | The total value of a single distinct product line (quantity × price for that item). | Apply when the customer spends ₹600 or more on a single product line. |
| Zones | A delivery zone or geographic region. Useful for location-specific promotions. | Apply free shipping only for customers in Zone A (e.g. metro cities). |
| Exclude Product | The offer does not apply to a specific product. | Offer valid on all products except the Premium Gifting Kit. |
| Product Tags | Tags assigned to products in the catalogue. E.g. ‘new-arrival’, ‘sale’, ‘organic’. | Apply 10% off on all products tagged ‘new-arrival’. |


#### Marketplace / Multi-Merchant Note

The ‘Seller’ attribute is specifically designed for marketplace-style platforms where multiple merchants sell their products on a single website. Using this, you can create offers that apply only to products from a particular merchant — for example, a special discount on all items sold by a specific brand partner or vendor.

#### Operator Options (Dropdown 2)

Once you’ve chosen an attribute, the second dropdown lets you define how the comparison works:

| Operator | Meaning & Example |
|  --- | --- |
| Equals to | The attribute must match the value exactly. E.g. Cart Item Quantity equals 3 — offer applies only when there are exactly 3 items. |
| Not equal to | The attribute must NOT match the value. E.g. Brand not equals to XYZ — offer applies to everything except Brand XYZ products. |
| Greater than | The attribute must be strictly more than the value. E.g. Cart Total greater than 500 — offer applies when cart exceeds ₹500 (not at exactly ₹500). |
| Less than | The attribute must be strictly less than the value. E.g. Cart Item Quantity less than 5 — offer applies when the cart has fewer than 5 items. |
| Greater than or equal to | The attribute must be the value or more. E.g. Cart Total ≥ 500 — offer applies at exactly ₹500 and above. This is the most commonly used operator for minimum spend conditions. |
| Less than or equal to | The attribute must be the value or less. E.g. Cart Item Quantity ≤ 5 — offer applies when the cart has 5 or fewer items. |


### 3b. What Will Customers Get

Once the condition is met, this sub-section defines what the customer actually receives as a reward. It has two fields:

- **Offer Type** — Shown as a read-only dropdown, pre-filled based on the offer type you selected at the start. For example, if you chose X Percentage Value, this will show ‘X Percentage Value’. You cannot change it here.
- **Discount Value** — The actual value of the discount. E.g. entering 30 means customers get 30% off (for a percentage offer) or ₹300 off (for a flat amount offer) when the cart condition is met.


#### The ‘+ Add More’ Button

Clicking ‘+ Add More’ lets you stack multiple reward tiers within the same offer. For example, you could give 50% off on certain products AND free shipping on the same order — all from within a single offer. This is particularly useful for Bundle offer types.

### 3c. Eligible Products

This sub-section controls which products in your catalogue the offer applies to. By default, an offer may apply to everything, but using Eligible Products you can narrow it down precisely.

Clicking ‘+ Add Eligible Criteria’ opens a filter where you can specify products by:

- Specific products (by name or SKU, including selecting specific SKU variants of a product)
- Product categories (L1, L2, or L3)
- Product tags or collections
- Brand, department, or any other product attribute your store supports


This is especially useful when you want to run a sale on only one brand, one category, or a hand-picked selection of items — without affecting the rest of your catalogue.

#### Example: Buy 3 Zara Jeans or T-Shirts and Get a Perfume and T-Shirt Free

- **Offer Type:** Buy X Items Get Y Items Free
- **Apply Offer When:** Cart Item Quantity ≥ 3 AND Brand = Zara AND Category L3 = Jeans, T-Shirts
- **What Customers Get:** 2 free items
- **Eligible Products:** Perfume SKU, Black T-shirt SKU


## Step 4: Offer Schedule

The Offer Schedule controls when your offer is active. Click the ‘Set Schedule’ button to configure it. It works like a calendar event — set a start time and an end time, and the system takes care of activating and deactivating the offer automatically. You never need to manually switch an offer on or off.

| Setting | What It Does |
|  --- | --- |
| Start Date & Time | The exact moment the offer goes live. At that precise moment, the offer automatically becomes available to customers. E.g. 1 Oct 2026 at 12:00 AM. |
| End Date & Time | The exact moment the offer expires. Once this time is reached, the offer automatically deactivates. No manual action needed. |
| No End Date | Leave the end date blank if you want the offer to run indefinitely. Ideal for evergreen promotions such as a loyalty discount or a permanent free shipping threshold. |


#### Think of it like a calendar event

Just as you’d create a meeting with a start time and end time and your calendar handles the rest, the Offer Schedule works the same way. Set it once, and the platform automatically turns the offer on at the start and turns it off at the end — no reminders, no manual toggling needed.

**Example:** You want to run a Holi sale from 13 March at 12:00 AM to 14 March at 11:59 PM. Simply set those times, click save, and the offer will be live exactly during that window — even if you’re not at your desk.

## Step 5: Promotion Priority

The Promotion Priority section controls how this offer behaves when multiple offers are active at the same time. It has two settings.

Promotion Priority only applies to Auto-Applied offers. It is not available for Redeem via Code (manual) offers.

### Promotion Group

The Promotion Group tells the system which level of the order this offer applies to. The available option is Product, meaning the discount is applied at the individual product level within the cart.

### Priority Number

The Priority Number determines which offer wins when a customer qualifies for more than one offer at the same time. The rule is simple: the higher the number, the higher the priority.

| Priority | What It Means |
|  --- | --- |
| Priority 3 (highest) | This offer is applied first, before any others. |
| Priority 2 | Applied second, only if it doesn’t conflict with a higher-priority offer. |
| Priority 1 (lowest) | Lower importance — applied last, or overridden by higher-priority offers. |


## Step 6: Customer Eligibility and Limits

This section defines who is allowed to use the offer and places guardrails on how many times it can be redeemed. This prevents offer abuse and ensures your promotions reach the right audience.

### Maximum Use of the Offer

This field sets a global cap on how many times this offer can be redeemed across all customers combined. For example, entering 10 means the offer can only be used 10 times in total — once that limit is reached, it automatically becomes unavailable to everyone, regardless of whether it’s still within the schedule window. Leave blank for unlimited usage.

#### Practical use

This is ideal for flash deals or limited-availability promotions. For example: ‘First 10 customers to check out today get 30% off.’ Set Maximum Use to 10, and the system handles the rest automatically.

### Customer Type

This setting controls which type of customer is eligible for the offer:

| Customer Type | Who Gets the Offer |
|  --- | --- |
| All | Every visitor to the store — logged-in customers and guests alike. Best for sitewide, public promotions. |
| Group | Only customers who belong to a specific customer group (e.g. VIP members, wholesale buyers, loyalty tier members). You define groups separately in the Customers section of the dashboard. |
| Registered | Only customers who have an account and are logged in. Useful for member-exclusive offers or loyalty rewards. |
| Guest | Only visitors who are shopping without logging in. Useful for first-time visitor incentives or checkout abandonment recovery. |


### Additional Offer Behaviour Checkboxes

Three checkbox options control how the offer interacts with order operations and other promotions:

| Option | What It Means |
|  --- | --- |
| Allow Order Return | If checked, customers are permitted to return items that were purchased using this offer. If unchecked, items bought under this promotion cannot be returned — useful for final-sale or clearance offers. |
| Allow Order Cancel | If checked, customers can cancel an order that included this offer. If unchecked, orders placed with this promotion cannot be cancelled after placement. |
| Stack with Other Automatic Offers (Auto-Applied only) | If checked, this offer can be combined with other auto-applied promotions at the same time. E.g. a customer could get both free shipping (auto-applied) and 10% off (this offer) in the same checkout. If unchecked, this offer will not combine with other automatic offers — only one will apply. |


## Step 7: Advanced Settings

Advanced Settings let you further target or restrict the offer based on payment method, location, fulfilment mode, or device. These are optional and expandable sub-sections within the offer form.

### Bank & Payment Options

Restrict the offer to specific payment methods. This is commonly used for bank-specific offer campaigns.

#### Example

You are running a co-branded campaign with HDFC Bank. Enable the offer only for HDFC credit card payments. Customers using any other payment method will not see or receive the discount.

### Ordering Locations

This setting is specifically for businesses that operate physical retail stores or offline Point of Sale (POS) systems alongside their online store. It lets you restrict an offer to one or more specific store locations — so the discount only works when a purchase is made at that particular store.

Using the Ordering Store dropdown, you can select one or multiple stores from your registered POS locations. Leaving this blank means the offer applies across all locations — both online and offline.

| Selection | Effect |
|  --- | --- |
| Leave blank | Offer is valid at all stores and online — no location restriction. |
| Select one store | The offer is exclusive to that specific physical store. Customers at any other location or online will not receive it. |
| Select multiple stores | Offer applies at all selected store locations but not at the ones excluded. |


#### Real-World Example

There is a walkathon in Mumbai, and you are running an athleisure store and want to give customers at your Mumbai store a discount to increase footfall. Select the Mumbai store in the Ordering Store field. Customers shopping at your Goa store or on the website will not see or receive this offer — it is completely location-specific.

### Fulfilment Options

Fulfilment Options let you restrict the offer to a specific mode of order fulfilment. This is useful when you want to incentivise a particular delivery or pickup method.

Using the Eligible Fulfilment Methods dropdown, you can select which fulfilment types the offer applies to. Common fulfilment modes include Home Delivery, Click & Collect (store pickup), Dine-in, or any custom fulfilment method configured for your store. Leaving this blank means the offer applies to all fulfilment methods without restriction.

#### Example

You want to offer 6% off for store pickup orders to reduce delivery costs. Select ‘Store Pickup’ in the Eligible Fulfilment Methods field. Customers who choose to pick up their order in-store will get the discount benefit.

### Device Targeting

Device Targeting controls which platforms or devices this offer is active on. This lets you run platform-specific promotions — for example, encouraging customers to download and use your mobile app by offering an app-exclusive discount.

By default, all three options are checked, meaning the offer applies everywhere. To make an offer app-exclusive, simply uncheck Web. To make it web-only, uncheck Android and iOS.

| Device | When to Use |
|  --- | --- |
| Android | Offer applies to customers shopping via your Android mobile app. Uncheck to exclude Android app users. |
| iOS | Offer applies to customers shopping via your iOS (iPhone/iPad) mobile app. Uncheck to exclude iOS app users. |
| Web | Offer applies to customers shopping via a web browser (desktop or mobile browser). Uncheck to make the offer app-only. |


## Step 8: Custom Data

An advanced section where you can attach additional metadata to an offer. This is useful for integrations with analytics tools, loyalty programmes, or custom tagging systems. This field is optional and only required if your store has specific integration needs.

## Saving and Publishing Your Offer

Once you’ve filled in all the details, you have two options:

| Action | What Happens |
|  --- | --- |
| Save as Draft | The offer is saved but NOT live. Customers cannot see or use it yet. You can come back and edit it later before publishing. |
| Create (Publish) | The offer goes live immediately (or at the scheduled start date/time). Eligible customers will now be able to benefit from it. |


### Best Practice

Always use ‘Save as Draft’ first to prepare your offer in advance. Review all the settings, then publish it exactly when you want it to go live. This prevents offers from going live accidentally while you’re still configuring them.