E-Commerce Lead

Promotion Functionality Improvements Background

At WeSupplyTrades, we rely heavily on Optimizely’s promotion functionality to deliver flexible and customer-centric offers. While the system is powerful, we’ve identified a few areas where usability and efficiency could be significantly improved, particularly in promotion creation and rule management.

Challenges Identified

Stackability Rules

Currently, to manage promotion stacking, we need to add each existing promotion into the rules of every new promotion.

When a new promotion is created, we must retroactively update older promotions to ensure they’re included or excluded from stacking.

This process is highly manual, repetitive, and error-prone.

Category Assignment (L1, L2, L3)

At present, assigning promotions to categories requires us to drill down to the L3 level.

This means we must select each individual subcategory, even if the promotion is meant to apply at a higher level (L1 or L2).

This not only increases setup time but also makes management cumbersome as category structures grow.

Requested Enhancements

Simplified Promotion Stackability

Add a “Stackable” toggle/field within the promotion setup:

Option to mark promotions as stackable (Yes/No).

Allow more granular control: some promotions may stack, while others remain isolated.

This removes the need to manually link every promotion rule and greatly reduces the overhead when creating new offers.

Flexible Category Assignment

Enable promotions to be assigned at any category hierarchy level (L1, L2, or L3).

A promotion applied to an L1 category should automatically apply to all subcategories within it, unless specifically overridden.

This would dramatically streamline setup for broad promotions and ensure greater consistency.

Benefits

Efficiency: Dramatically reduce setup time for new promotions and eliminate repetitive rule updates.

Accuracy: Lower the risk of errors from manually editing rules across multiple promotions.

Scalability: Easier management as the number of promotions and categories grows.

Flexibility: Marketing teams gain more direct control over promotion behavior with clear and intuitive settings.