Buy X Get Y (BXGY) Discount Documentation

1. Purpose

Promotional offers for customers to buy specific quantity/type of product (X) and get certain item(s) (Y) free or discounted.

2. Discount Value Options

Percentage Off: Buy 2, get 1 at 50% off (e.g., buy 2 T-shirts at $20 each, get 1 for $10)
Amount Off: Buy 3, get 1 for $5 off (e.g., buy 3 hats, get 4th for $10 instead of $15)
New Price: Buy 1, get second for $1 (e.g., buy 1 mug at $12, get next one for $1)
"New Price" is available for BXGY and Product discounts only.

3. Quantity Operators: "is equal to" vs "is greater than" vs "is less than"

"is equal to" (Most Common - Proportional Scaling)

Behavior: Rewards scale proportionally based on "Buy" quantity
Example: Buy 2 T-shirts, get 1 chain free
Buy 2 T-shirts → Get 1 chain free
Buy 4 T-shirts → Get 2 chains free
Buy 6 T-shirts → Get 3 chains free

Use when: You want rewards to increase proportionally with purchases

Operator	Behavior	Best For
is equal to	Proportional scaling (buy more, get more)	Standard BXGY deals with scaling rewards
is greater than	Fixed reward cap (buy any amount, get fixed reward)	Cost control, minimum threshold promotions
is less than	Below threshold only	Rare; small purchase incentives

"is greater than" (Fixed Reward Cap)

Behavior: Reward is capped regardless of how many "Buy" items are purchased
Example: Buy minimum 2 jackets (is greater than 1), get 1 scarf free
Buy 2 jackets → Get 1 scarf free
Buy 5 jackets → Get 1 scarf free (still only 1)
Buy 10 jackets → Get 1 scarf free (still only 1)
Use when: You want to limit the reward to a fixed quantity, regardless of purchase volume

Business benefit: Controls discount cost while encouraging minimum purchase threshold

"is less than"

Behavior: Applies only if quantity is below a certain limit
Less common for BXGY; primarily used for exclusion or special scenarios

4. Proportional Discount Logic (with "is equal to")

"Get" rewards scale proportionally based on "Buy" quantities
Example: Buy 2 T-shirts @ $20 each, get 1 accessory @ $10 free

T-shirts in Cart	Accessories Qualified	Customer Pays
2 T-shirts	1 accessory free	$40 (T-shirts only)
4 T-shirts	2 accessories free	$80 (T-shirts only)
6 T-shirts	3 accessories free	$120 (T-shirts only)

Handling Extra "Get" Quantities:

If customer adds more "Get" items than qualified, extra items are charged at full price
Example: Discount is "Buy 2 T-shirts, get 1 chain free"
- Cart: 4 T-shirts + 3 chains
- Qualifies for: 2 chains free (based on 4 T-shirts)
- Result: 2 chains free, 1 chain at full price
- To get 3rd chain free: Customer must add 2 more T-shirts (6 total)

5. Customer Choice from Collection (Popular Use Case)

"Get" rewards scale proportionally based on "Buy" quantities
Example: Buy 2 T-shirts @ $20 each, get 1 accessory @ $10 free

Example: Buy 1 Bicycle, Get Up to 3 Accessories Free

Configuration:

Customer Buys: Item = "Bicycle", Quantity is equal to 1
Customer Gets: Collection = "Accessories", Get quantity = 3, Discount = 100% (free)

Scenario 1: Customer adds exactly 3 accessories

Cart: 1 Bicycle @ $500 + Helmet ($30) + Lock ($25) + Lights ($20)
Result: All 3 accessories free
Customer pays: $500 (bicycle only)

Scenario 2: Customer adds MORE than 3 accessories (Lowest-priced logic)

Cart: 1 Bicycle @ $500 + 5 accessories:
Helmet: $30
Lock: $25
Lights: $20
Bell: $15
Pump: $10
Result: Lowest 3 items free (Pump $10, Bell $15, Lights $20)
Customer pays: $500 (bicycle) + $30 (helmet) + $25 (lock) = $555

Scenario 3: Customer adds fewer than 3 accessories

Cart: 1 Bicycle @ $500 + 2 accessories (helmet $30, lock $25)
Result: Both accessories free
Customer pays: $500 (bicycle only)

Lowest-Priced Item Priority:

When customers add more items than the defined "Get" quantity, the system:

Identifies all qualifying "Get" items in the cart
Sorts them by price (lowest to highest)
Applies discount to the lowest-priced items up to the defined quantity
Charges full price for remaining higher-priced items

Why this matters:

Protects merchant margins by discounting cheaper items first
Encourages customers to add premium items (they pay for expensive ones)
Customer still gets choice from the entire collection

6. Condition Logic (AND/OR)

All conditions (AND): Customer must satisfy ALL condition groups to qualify
Any conditions (OR): Customer can satisfy ANY condition group to qualify

Examples:

Buy from "Caps" collection AND minimum cart value $50
Buy Shoes OR T-shirts with cart total over $80
Buy X from Collection A, Get Y from Collection B

7. Advanced Multiple Condition Groups

Use Case: Create complex bundle requirements where customers must purchase from different collections/categories

Example: Buy 2 T-shirts AND 2 Pants, Get 1 Accessory at 50% Off

Configuration:

Group 1: Collections = "T-shirts", Buying quantity is equal to 2
Group 2: Collections = "Pants", Buying quantity is equal to 2
Groups must match: All conditions (AND)
Reward: Get 1 item from "Accessories" at 50% off

How it works:

Customer buys 2 T-shirts @ $20 each + 2 Pants @ $30 each
Gets 1 Hat @ $15 for $7.50
Proportional: Buy 4 T-shirts AND 4 Pants → Get 2 accessories at 50% off

When to use:

Cross-category bundles (outfit deals: top + bottom + accessory)
Meal bundles (main + side + drink)
Tech bundles (device + case + charger)
Minimum diversity requirements across collections

Key benefit: Forces customers to purchase across multiple categories, increasing cart value and product diversity

8. Discount Calculation

Percentage/Amount Off: Applies to "Y" item(s), calculated from selling or compare-at price
- Example: Buy 2 for $18 each, get 1 for $9 (50% off)
New Price: Directly sets "Y" item(s) price
- Example: Buy 2 T-shirts, get 1 for $1 (fixed price when qualified)

9. Best Practices

Use "is equal to" for standard proportional BXGY deals
Use "is greater than" to cap reward quantity and control discount costs
Use collection-based rewards to give customers choice and flexibility
Understand that lowest-priced items get discounted first when customers exceed "Get" quantity
For multi-category bundles, use multiple condition groups with "all conditions" (AND logic)
Test thoroughly to verify discount applies correctly
Communicate benefits clearly:
-Proportional: "Buy more, get more rewards!"
- Fixed cap: "Buy 2+ jackets, get 1 free scarf!"
- Customer choice: "Choose any 3 accessories free!"
Display upsell messages: "Add 2 more T-shirts to get another chain free!"

10. Sample BXGY Deals

Proportional Scaling (is equal to):

Buy 2 T-shirts, get 1 for $1
Buy 4 → Get 2 for $1 each
Buy 6 → Get 3 for $1 each

Fixed Reward Cap (is greater than):

Buy minimum 2 jackets, get 1 scarf for $5
Buy 2 or 10 jackets → Always only 1 scarf for $5

Customer Choice from Collection:

Buy 1 bicycle, get up to 3 accessories free
Add 5 accessories → Cheapest 3 are free
Buy 1 laptop, get up to 2 accessories at 50% off
Add 4 accessories → Lowest 2 priced get 50% off

Advanced Multi-Group Bundle:

Buy 2 Electronics AND 2 Accessories → Get 1 item at 50% off
Buy 4 Electronics AND 4 Accessories → Get 2 items at 50% off

11. Common Use Cases

Buy 1, Get 1 Free (BOGO): Buy one at $25, get second at $0
Buy 2, Get 1 at 50% Off: Buy two at $30 each, get third for $15
Cross-category bundles: Buy jacket + pants, get accessories discounted
High-value upsell: Buy expensive item, get choice from accessory collection
Minimum threshold deals: Spend $50+, get free item

12. UI Elements

Customer Buys Section:

Set "X" requirements (can have multiple condition groups)
Choose quantity operator: "is equal to", "is greater than", "is less than"
Select products, collections, or variants
Add multiple conditions within a group (AND logic within group)
Add multiple groups (AND/OR logic between groups)
Set exclusions using advanced conditions

Customer Gets Section:

Select "Y" reward (specific items or entire collection)
Set get quantity
Enter reward value (%, $, new price)
Choose if discount applies to lowest-priced or all qualifying items

Discount Value:

Choose discount type: Percentage, Amount Off, or New Price
Enter value
Option to use compare-at price (fallback to sell price)

Additional Settings:

Groups condition must match: "all conditions" or "any conditions"
Add advanced conditions checkbox for more complex rules
Eligibility settings (covered in general discount documentation)
Usage limits (covered in general discount documentation)
Combination settings (covered in general discount documentation)

13. Condition Examples

Product Conditions:

Specific products from a collection
Specific product variants (size, color, etc.)
Product tags
Product type
Vendor

Cart Conditions:

Minimum cart quantity
Minimum cart subtotal
Maximum cart subtotal

Customer Conditions:

Customer tags
Customer segments
Email addresses
First-time customers

Exclusions:

Exclude sale items
Exclude specific collections
Exclude products on discount
Exclude specific variants

14. Advanced Scenarios

Scenario 1: Tiered Rewards

Buy 2 items → Get 1 at 25% off
Buy 4 items → Get 2 at 25% off
Buy 6 items → Get 3 at 25% off
Uses "is equal to" for proportional scaling

Scenario 2: Mix and Match with Fixed Cap

Buy any 3+ items from "Summer Collection" → Get 1 hat free
Customer can buy 10 items, still gets only 1 hat free
Uses "is greater than 2" for fixed reward

Scenario 3: Cross-Sell Bundle

Buy 1 camera → Get up to 2 items from "Camera Accessories" at 30% off
Customer adds: Camera + Lens ($200) + Bag ($50) + Tripod ($80) + SD Card ($30)
Discount applies to: SD Card ($30) and Bag ($50) at 30% off
Customer pays full price for Lens and Tripod

Scenario 4: Multi-Collection Bundle

Group 1: Buy 1 from "Phones" collection
Group 2: Buy 1 from "Cases" collection
Reward: Get 1 from "Screen Protectors" free
Must satisfy both groups to unlock reward

Scenario 5: Quantity-Based Upsell

Buy 3 protein bars → Get 1 free
Buy 6 protein bars → Get 2 free
Buy 9 protein bars → Get 3 free
Customer adds 7 bars → Gets 2 free, pays for 5

15. Common Mistakes to Avoid

❌ Using "is greater than" when you want proportional rewards

Wrong: Buy is greater than 1 → Get proportional rewards (won't scale)
Right: Buy is equal to 2 → Get proportional rewards (scales correctly)

❌ Not understanding lowest-price priority with collections

Expecting customer to choose which items get discounted
System automatically picks lowest-priced items

❌ Confusing AND vs OR logic

"All conditions" = Customer must meet ALL groups (stricter)
"Any conditions" = Customer can meet ANY group (more flexible)

❌ Not testing with edge cases

Test with exact quantities, more than qualified, less than qualified
Test with multiple groups and various cart combinations

❌ Setting "Get" quantity higher than realistic purchases

Buy 1 item, get 10 free → Unlikely to be used effectively
Keep "Get" quantities realistic and profitable

16. Integration with Other Features

Stackability:

Can combine with shipping discounts (if enabled)
Typically cannot stack with other product/order discounts
Check combination settings for specific behavior

Advanced Conditions:

Can add customer segment filters
Can add cart value thresholds
Can exclude sale items or specific SKUs

Compare-at Price

Option to calculate discount from compare-at price instead of sell price
Useful for showing larger perceived savings
Falls back to sell price if compare-at price not set

17. Performance Tips

Keep condition groups simple when possible
Use collections instead of individual products for easier management
Test discount calculations before going live
Monitor redemption rates to adjust thresholds
Use clear naming conventions for discounts (e.g., "BXGY_Bicycle_3Accessories")
Set appropriate usage limits to control costs
Communicate offer clearly on product and cart pages

18. Troubleshooting

Discount not applying:

Check that all condition groups are satisfied
Verify "is equal to" vs "is greater than" usage
Ensure qualifying products are in cart
Check if customer meets eligibility requirements
Verify discount is active and not expired

Wrong items getting discounted:

Remember: Lowest-priced items get discounted first with collections
Check if correct products/collections are selected in "Get" section
Verify exclusions aren't blocking intended products

Proportional scaling not working:

Ensure using "is equal to" operator (not "is greater than")
Check that multiple of the qualifying quantity is in cart
Verify "Get" quantity is set correctly

Multiple groups not triggering:

Confirm "all conditions" is selected if both groups must be met
Check that each group's conditions are individually satisfied
Test each group separately to isolate issues

19. Summary

BXGY (Buy X Get Y) discounts are powerful promotional tools that:

Increase average order value
Encourage specific purchasing behaviors
Clear slow-moving inventory (as "Get" items)
Build product bundles and cross-sell
Reward loyal customers with choice and value

Key Configuration Points:

Choose the right operator ("is equal to" vs "is greater than")
Understand proportional vs fixed reward logic
Leverage collections for customer choice
Use multiple condition groups for complex bundles
Remember lowest-price priority when using collections
Test thoroughly before launch

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