• All Business Manager users with access to Merchant Tools → Online Marketing
• Store admins (e-commerce managers of each subsidiary)

👉 Site-level settings and the daily update of the promotion rules are managed by HQ Super Admins only. They are not covered by this procedure.

Approaching promotions tell a shopper which promotions they are close to qualifying for, and how much is still missing.

Examples the shopper sees in the cart:

• “Spend £20.00 more on eligible items. Get 10% off.”
• “Add 2 items from Serum A and 1 eligible item. Get a free gift (Cream C).”

Shopper Experience

• Where: the cart page and the mini cart of the PWA Kit storefront
• What: one or more suggestions per basket, sorted by how close the shopper is. The closest suggestion comes first. The maximum number of suggestions is set per site by HQ.
• Progress: each suggestion shows a progress bar (current amount or quantity of the threshold) and, for tiered promotions, a tier ladder with three states per tier: achieved, next and future.
• Wording: the text comes from the promotion’s own Callout Message when one is set. Otherwise the storefront generates the text from the promotion’s rules. A manual callout always wins.

How Suggestions Are Chosen

• The platform reports order and shipping promotions the basket is close to. These are amount-based promotions opted in with the Alert option of the promotion rule. The platform reports only the lowest tier.
• For order and shipping promotions with upsell enabled, the storefront also looks at the next tier above the one the basket already reaches.
• Suggestions are sorted by remaining amount as a share of the next threshold, the closest first. Ties are sorted by promotion ID.

Upsell Window
A next-tier suggestion appears only when the missing amount is inside the upsell window. The window is a percentage of the next tier threshold:

• If the promotion sets its own window (above 0), that value is used.
• Otherwise the site default set by HQ is used (25% unless changed).

Example: next tier at 100€ with a 25% window. The suggestion appears once the basket is at 75€ or more, so 25€ or less is missing.

What Is Managed by HQ Super Admins

• Site preferences: feature on or off, maximum number of suggestions, default upsell window, coupon promotion visibility
• The daily update of the promotion rules used for next-tier suggestions

• A promotion gets generated next-tier suggestions only if it is an amount-based order or shipping promotion, has no combination condition and uses only supported conditions.
• New and changed promotions appear in the next-tier suggestions only after the next daily update. For an urgent change, ask HQ to run the update manually.
• Product promotions are not shown to shoppers yet.
• Coupon promotions are hidden unless the shopper already has the coupon in the basket.
• When a promotion marked as global exclusive is applied, only suggestions for that promotion are shown.
• A coupon linked to several promotions may show only one of them.
• No suggestions are shown in checkout.

1. Open the promotion
Go to: Merchant Tools → Online Marketing → Promotions

• Open an existing promotion, or click New to create one

2. Check eligibility
Confirm the promotion:

• Is an amount-based Order or Shipping promotion
• Has no combination condition
• Uses only supported conditions

👉 Otherwise, no next-tier suggestions are generated.

3. Opt the promotion in
In the Promotion Rule section:

• Under Alert, check Return as approaching promotion
• Enter the amount in Only if merchandise total is within ... of the purchase condition
• Click Apply at the bottom of the Promotion Rule section

👉 Without this option, the platform does not report the promotion as approaching.

4. Enable upsell
In the General section, attribute group Approaching Promotions:

• Check Approaching Promo: Enable Upsell (default: unchecked)

👉 Required for next-tier suggestions of order and shipping amount tiers. Without it, only the platform’s own suggestions appear.

5. Set the upsell window (optional)

• Enter Approaching Promo: Upsell Window (% of next tier threshold)
• Leave empty or set to 0 to use the site default set by HQ

6. Set the callout message (optional)
In the General section:

• Fill in Callout Message to show your own text instead of the generated text
• Use Select Language to localize it per locale

👉 A manual callout always wins over the generated text.

7. Save each section

• Click Apply at the bottom of the General section
• Click Apply at the bottom of the Promotion Rule section

👉 Each section is saved separately.

8. Assign the promotion to an active campaign
Go to: Merchant Tools → Online Marketing → Campaigns

• Add the promotion in the Experiences section of the campaign

9. Check the result
After the next daily update:

• Check the suggestion on the cart page and the mini cart of the storefront

Procedure Notes

• The generated text names up to two products. With more, it says “eligible items” instead.
• Three or more products are joined with “and” and no comma before the last one, for example “Serum A and Cream C and Eye Cream”. Use a callout message if this wording is not suitable.
• Site preferences and the daily update are managed by HQ Super Admins only.