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BOGO Campaign – Advanced Guide

This guide is for users who have mastered basic BOGO setup.


Category-Based Campaigns #

Instead of selecting individual products, you can include entire categories.

Example: Buy from Pants Category, Get Belt Category Free #

SettingValue
Trigger CategoryPants
Trigger Quantity1
Target CategoryBelts
Target Quantity1
DiscountFree

Result: Any pants purchase gets any belt free.

Hierarchical Category Support #

When you select a parent category, all child categories are automatically included.

Example Category Tree:

Clothing (parent)├── Men's Clothing│   ├── T-shirts│   └── Pants└── Women's Clothing    ├── Dresses    └── Blouses

Selecting “Clothing” as trigger → All products in Men’s Clothing, Women’s Clothing, and their sub-categories are included.


Category + Product Combination (AND Logic) #

When you select both category and products, AND logic applies:

SelectionResult
Category OnlyAll products in that category
Products OnlyOnly the selected products
Category + ProductsSelected products that ARE in the category

Example: Specific Products Within Electronics #

SettingValue
Trigger CategoryElectronics
Trigger ProductsiPhone 15, Samsung S24
Trigger Quantity1

What Triggers:

  • ✅ iPhone 15 (in category AND in list)
  • ✅ Samsung S24 (in category AND in list)
  • ❌ iPhone 14 (in category but NOT in list)
  • ❌ Nike Shoes (not in category)

Auto-Cleanup: Products not belonging to the selected category are automatically removed when saving.


Set Calculation Formula #

BOGO campaigns work on a set basis.

Formula #

Number of Sets = Trigger Total ÷ Trigger Quantity (rounded down)Discounted Items = Number of Sets × Target Quantity

Calculation Examples #

Trigger QtyCart TriggersTarget QtySetsDiscounted
25122
37224
14144

Detailed Example #

Campaign: Buy 2 of X, Get 1 of Y Free

Cart Contents: X (5 items), Y (4 items)

Sets = floor(5 ÷ 2) = 2Discounted Y = 2 × 1 = 2 items

Result:

  • 2 Y items are free
  • 2 Y items at regular price
  • Total: 4 Y items, 2 paid

Cheapest-First Discount Rule #

When multiple target products exist, discount is always applied to the cheapest first.

Example Cart (Target Products):

ProductPrice
Belt A$150
Belt B$100
Belt C$200

Discount Order: Belt B ($100) → Belt A ($150) → Belt C ($200)

This is a consumer-friendly industry standard.


Trigger/Target Overlap Rules #

Same Product Cannot Be Both Trigger AND Target #

When the same product is in both lists:

  1. First counted as trigger
  2. Remaining quantity can be target

Example:

Campaign: Buy 2 of Product A, Get 1 of Product A at 50% Off

Cart: Product A (3 items)

Result:

  • 2 items used as triggers
  • 1 item receives 50% discount

Identical Product Lists Are Blocked #

If trigger and target product lists are exactly the same, the system blocks the save with an error.

Partial Overlap: Overlapping products are automatically removed from target list.


Message Priority System #

Product Page Messages #

BOGO has two separate product messages:

Message TypeShown OnPurpose
Trigger Product MessageTrigger product pagesPromote the campaign
Target Product MessageTarget product pagesShow discount availability

Conflict Resolution #

If a product is both trigger and target:

  • Trigger message takes priority
  • Only trigger message is displayed on product page

Cart Messages #

BehaviorDescription
Trigger ProductsNo cart message shown
Target ProductsCart message is displayed

This prevents duplicate or confusing messages in cart.


Usage Limits – Advanced #

Limit Inheritance for Tiered Rules #

When you have multiple rules with the same scope (same category/products), they share limits:

Example:

  • Rule 1: Buy 2-5, get 10% off (same products)
  • Rule 2: Buy 6-10, get 20% off (same products)

Behavior: Both rules share the same usage counter because they have identical scope.

Per Customer Validation #

Per-customer limit is checked:

  • Logged-in users: Via user ID
  • Guest users: Via email address at checkout

Cross-Group Conflict Rules #

Date Overlap Detection #

If two groups have overlapping dates, they cannot:

  • Use the same trigger products
  • Use the same trigger category

Error Message: “BOGO conflict: Same trigger product/category is used in group ‘X'”

Solutions:

  1. Change date ranges (no overlap)
  2. Use different trigger products/categories
  3. Merge into a single group

Campaign Type Conflicts #

Different campaign types on the same product within overlapping dates are blocked:

  • BOGO vs Fixed Discount on same product
  • Multiple BOGO on same trigger

Advanced Scenarios #

Scenario 1: Cross-Category BOGO #

Setup:

  • Trigger: “Shoes” category, quantity 1
  • Target: “Socks” category, quantity 2
  • Discount: 50%

Result: Every pair of shoes → 2 pairs of socks at half price.

Scenario 2: VIP Customer Exclusive #

Setup:

  • Trigger: Premium Product, quantity 1
  • Target: Any accessory
  • Discount: Free
  • Customer Condition: Eligible Customers = VIP list

Result: Only VIP customers get free accessory.

Scenario 3: First-Time Buyer Campaign #

Setup:

  • Trigger: Any product in “Starter Kits” category
  • Target: “Accessories” category
  • Discount: 25%
  • Customer Condition: First Order = Yes

Result: New customers get 25% off accessories with starter kit.

Scenario 4: Limited Flash Sale #

Setup:

  • Configure BOGO as normal
  • Usage Limits: Total = 50, Per Customer = 1

Result: First 50 customers only, one use each.


Troubleshooting #

Why Isn’t the Discount Applying? #

IssueSolution
Not enough triggers in cartAdd more trigger products
No target products in cartAdd target products
Usage limit reachedCheck total/per-customer limits
Date not activeCheck group date range
Customer not eligibleCheck Members Only/First Order/Eligible Customers

Why Were My Products Removed? #

Products are automatically removed when:

  • Category is selected but products don’t belong to it
  • Trigger and target products overlap (removed from target)

Cross-Group Error Messages #

ErrorCauseSolution
“Same trigger product”Product used in another BOGOChange product or dates
“Same trigger category”Category used in another BOGOChange category or dates
“Campaign type mismatch”Different campaign on same productConsolidate campaigns

Summary Table #

TopicBehavior
Category + ProductAND logic
Parent categoryIncludes child categories
Discount orderCheapest first
Same product trigger+targetTrigger takes priority
Set calculationfloor(trigger ÷ qty) × target_qty
Message conflictTrigger message priority
Cart messagesTarget products only
Limit sharingSame scope shares limits
Cross-groupNo trigger overlap allowed