Qerdos is a newly launched powerful tool for creating, testing, and managing promotional campaigns across platforms. The idea behind it is to make the lives of marketers, eCommerce managers, and retail teams easier by automating and optimizing their offers and promotional processes.

Why a Promotion Engine Matters

The importance of a promotion engine like Qerdos lies in its ability to help businesses launch tailored discounts with precision. This precision translates into increased conversion rates, as it enables targeting the right customer with the right deal. Maybe the most important thing to highlight is that automation saves a lot of time and testing capabilities significantly reduce manual errors.

Getting Started with the Qerdos Promotion Engine

Watch our step-by-step tutorial or follow along with the guide below.

Note: Before setting up promotions, make sure your POS or eCommerce system is successfully integrated with Qerdos.

Step-by-Step: Setting Up a Promotion in Qerdos

Let’s go over the four simple steps, from login to activating the promotion.

Step 1: Sign In to Your Account

• Enter your email address i password
• Select your organization’s workspace from the dashboard

You have now accessed your workspace central hub for managing promotions in one place.

Step 2: Create a New Promotion

• Navigate to the “Promotions” page.
• Click on Create New Promotion.

Note: You can have an entirely different set of templates tailored to your specific needs. These are not predefined templates in Qerdos; therefore, this list is intended to illustrate possibilities rather than suggest default options.

Once you have named your promotion and its code, you can move on to the next step.

Step 3: Configure the Promotion Condition and Benefit

In this step, a set of rules for the condition and benefit of the promotion is defined. Four main categories are targeted, and rules related to them are set.

Condition Options

Customer
– Identifier – A unique customer reference (e.g., ID number).
– Identifier type – The kind of ID used (e.g., card, email).

Note: The Customer section includes these predefined attributes, however, users have the flexibility to add as many custom attributes as needed to tailor promotions to their specific business logic.

• Store
  – Code – Internal store code.
  – Name – Store name.
  – Location – Geographical location of the store.

Note: Code i Ime i prezime are predefined attributes in the Store category, while Location is an example of a custom attribute.

• Item
  – Code – Product code.
  – Name – Product name.
  – Quantity – Number of units in the cart.
  – Unit price – Price per unit.
  – Recommended unit price – Suggested retail price.
  – Line item value – Total price for that line (quantity × unit price).
  – Product Group – Group/category the product belongs to.

Note: Product Group is a custom attribute. All other fields listed above are predefined within the Item category.

• Invoice
  – Total value – Total value of the invoice.
  – Total quantity – Total number of items in the invoice.

Note: Both Total value i Total quantity are predefined attributes in the Invoice category.

Define the rules that must be met (based on customer, store, item, or invoice data) for a promotion to be triggered.

Benefit Options

• Item
  – Code – Used to identify products eligible for the benefit.
  – Name – Used to match product names for benefit targeting.
  – Quantity – Used to filter items based on their quantity in the cart.
  – Unit price – Price per unit used as a condition for benefit application.
  – Recommended unit price – Used to select items by their suggested retail price.
  – Line item value – Total (unit price × quantity), used for item filtering.
  – Product group – Targeted group receiving the benefit.

Note: The attributes listed above are not modified in the Benefit section. Instead, they serve as filters to determine which items are eligible to receive the configured benefit, based on the conditions met.

Invoice
– Total value – Checks whether the total invoice amount meets the condition for a benefit to be applied.
– Total quantity – Checks whether the total number of items on the invoice qualifies the transaction for a benefit.

Specify what rewards or discounts are applied when the conditions are fulfilled, targeting either specific items or the total invoice.

Promotion Setting

• Item
  – Discount Percent
  – New Unit Price
  – Fixed Discount Amount

Note: These are the three types of benefits that can be assigned to items after they meet the filtering conditions specified in the Benefit section.

• Invoice
  – Discount Percent

Choose how the discount is applied—by percentage, fixed amount, or setting a new unit price—at the item or invoice level.

You will easily customize promotion rules, discounts, and eligibility with our no-code editor. Define cartbase conditions, set targeting rules, and ensure smooth functionality.

Step 4: Test Your Promotion Before Launch

• Use Qerdos’ testing sandbox to simulate different scenarios and try multiple customer personas. During simulation, you can manipulate parameters across these categories:
  

• Item – e.g., product code, quantity, price (including custom fields).
  
• Customer – e.g., identifier, identifier type (plus custom fields).
  
• Store – e.g., store code, name, location (with optional custom attributes).
  
• Invoice – e.g., total value, total quantity, payment type (including custom inputs).

Each category includes predefined fields and allows custom fields to ensure realistic and flexible testing conditions.

• Confirm the promotion logic works as intended

This step is essential for eliminating errors and ensuring a flawless customer experience.

Need Help? We’re Here for You

If something is still confusing, no worries! Our support team is available to assist you in setting up your first promotion.

Just contact our support team or schedule a 1-on-a demo. Once you successfully activate your first promotion, every other time will be a piece of cake!

Qerdos and the Three E’s of Managing Promotions

We strived on the three E’s when it came to Qerdos’ promotions management:

• Easy,
• Efficient,
• Error-free.

Considering that the guide on how to set it up consists of only four steps, it’s fair to say we’ve accomplished the first. When it comes to the last, utilize the testing tool and don’t activate the promotion until it works exactly as intended. And as for efficiency, try out Qerdos and see for yourself how smarter promotions will help you grow your business