Create a shopping cart rule

What is this feature for?

The cart rule allows you to automatically offer a targeted promotion when a customer adds one or more products to their cart. It is visually displayed in the cart with an action button to encourage purchase.

Example :

“Add a stand-up paddle rental at -50%” → The customer clicks on Take advantage and adds the option with the defined discount.

It is a powerful tool for increasing the average basket and doing intelligent cross-selling.


How to access the feature?

  1. Log in to Yoplanning.pro.

  2. In the left menu, click on Configuration.

  3. Select Booking Module.

  4. Click on Shopping Cart Rules.

Steps to Create a Shopping Cart Rule

  1. Click on "Add a rule".

  2. Rule Name: Choose an internal name (not visible to clients).

  3. Condition of application:

    • Select one or more trigger products (products that, once in the cart, will activate the rule).

    • Optional: Set a minimum quantity.

    • ⚠️ Please note: the quantity corresponds to a number of sessions and not to a number of people. For example, if a customer adds two paddleboarding lessons to their basket, the rule may be triggered, even if it is for only one person.

  4. Marketing action:

    • Select the beneficiary product (the one that will benefit from the discount).

    • Choose the type of promotion (e.g. -50%).

    • ⚠️ If the promotion is in euros (and not in percentage), be careful: it could result in a negative final price if the value of the discount is higher than the price of the product. We recommend testing each rule before going live.

  5. Message displayed to the customer:

    • Write a short, compelling sentence. Example: "Add a half-price SUP rental to go with your activity!"

  6. Save the rule.


What the customer sees

As soon as the trigger product is added to the cart, the customer sees a notification appear in the cart:

  • ✅ Message type: &#xNAN;"Promotions are available!"

  • 🏷️ Offer content: &#xNAN;"-50% on SUP rental"

  • 🔘 Clickable button: &#xNAN;"Get it →" which directly adds the promotional product to the cart.


Best practices

  • Use a clear and compelling message.

  • Offer logically complementary products (cross-selling).

  • Do not overload the interface with too many rules in parallel.

  • Test the rule in the booking module to see the client-side rendering.

Common problems

Issue
Solution

The rule does not activate

Check that the trigger product is in the basket

The "Enjoy it" button is not working

Make sure the beneficiary product is active and sold online

Discount does not apply

Check the discount settings in the rule (type, percentage, conditions)

Last updated