Get started with Discounts / Gift with Purchase

Learn what each Roadmap discount method does, how to choose the right one, and what to check before you build your first offer.

Use Discounts / Gift with Purchase when Roadmap should control an automatic promotion.

This area lets you build five promotion types:

• Gift with Purchase

• Product Discount

• Order Discount

• Shipping Discount

• Discount Code Generator

What you see on the discounts screen

The main screen shows your existing offers.

Use the tabs to filter by status:

• Active

• Scheduled

• Expired

• Draft

Create a new promotion from Create a new discount or the + button.

Choose the right discount method

Start with the outcome you want.

Gift with Purchase

Use this when the shopper should receive a free item.

This is best for offers like spend $100, get a gift.

Product Discount

Use this when only selected products should change price.

This is best for bundles, mix-and-match offers, and item-specific promotions.

Order Discount

Use this when the whole basket should receive the discount.

This is best for broad incentives, first-order offers, or member-wide savings.

Shipping Discount

Use this when the shipping charge should change.

This is best for free shipping offers, shipping thresholds, or subscription-shipping incentives.

Discount Code Generator

Use this when Roadmap should create a unique code after a trigger.

This is best for review rewards, birthday rewards, member promotions, or post-purchase follow-up offers.

Quick decision guide

Use this shortcut:

• free gift added to cart — Gift with Purchase

• specific products discounted — Product Discount

• whole order discounted — Order Discount

• shipping reduced or free — Shipping Discount

• unique code sent after an event — Discount Code Generator

Before you build your first discount

Decide these four things first:

• what should trigger the offer

• who should qualify

• whether another live promotion could overlap

• how you will test the result

Start with one simple rule.

A simple setup is easier to test and easier to support.

Safe setup process

1

Review live promotions

Check the Active and Scheduled tabs first.

Confirm you are not creating accidental overlap.

2

Choose the discount method

Pick the method that matches the result you want.

Do not force a product problem into an order discount, or a shipping problem into a product discount.

3

Build the rule

Add the conditions, eligibility, value, and schedule.

Keep the first version as simple as possible.

4

Save as draft if needed

Use Draft while you are still checking the logic.

5

Test with a fresh cart

Run at least one cart that should pass and one that should fail.

If eligibility depends on login, tags, or membership, test with a real customer account.

Most common mistakes

Check these first if the result looks wrong:

• the wrong discount method was chosen

• the offer is still Draft

• the active dates are wrong

• another promotion is changing the result

• the customer does not match eligibility

Where to go next

Choose the guide that matches the promotion you want to build:

• Create a product discount

• Create an order discount

• Create a shipping discount

• Create a GWP

• Discount Code Generator

• Run multiple discounts & GWPs

• Discounts not applying correctly