Increase Conversion with AI-Powered Promotions: Using Discount and Informational Campaigns

Introduction

The Promotions feature in your Knowledge Base allows you to inform your AI about ongoing promotional campaigns, ensuring it can mention these during customer conversations. By training your AI to recognize and share your current offers, you can increase conversion rates and provide a more valuable shopping experience. You can create two types of promotions: discount-based promotions with functional codes, and informational promotions that raise awareness about special offers or events.

What Promotions Can Do for Your Business

• Allow your AI to share functional discount codes with interested customers

• Inform shoppers about current sales, events, or special offers

• Target specific customer segments (new vs. returning visitors)

• Apply promotions based on traffic source using UTM parameters

• Schedule promotions with specific start and end dates

Creating a New Promotion

1. Navigate to AI Training → Knowledge Base in your dashboard

2. Select the Promotions tab

3. Click Create New or Add Promotion

Option 1: Discount-based Promotion (with functional discount code)

1. Select Discount-based promotion at the top of the form

2. Choose a discount code from the dropdown menu

   • This will be an active discount code synced directly from your Shopify store

   • Only discount codes that are active in your Shopify admin will appear here

   • You can search for specific codes using the search field (e.g., type "SUMMER" to find all summer-related codes)

3. Enter a Promotion internal name (for your reference only)

4. In the How should the AI describe this discount? field, enter the details you want the AI to share with customers

   • Example: "Get 15% off your entire order with code SUMMER15"

5. Set Active dates for when this promotion should be mentioned:

   • Start date (required)

   • End date (optional) - enable by checking "Set end date"

6. Choose the Customer type this promotion applies to:

   • All - shown to all customers

   • New - only shown to first-time visitors

   • Returning - only shown to returning visitors

7. Optionally, restrict the promotion to a specific landing page or campaign:

   • Toggle on Only relevant to a specific landing page or campaign

   • Enter the UTM parameter or keyword that should appear in the URL

   • Example: If you enter utm_campaign=summer_sale, the promotion will only be mentioned to visitors who arrived from a URL containing that parameter, such as https://yourstore.com/products/sunglasses?utm_campaign=summer_sale

   • Another example: Enter black-friday to target visitors who land on any page containing that term, like https://yourstore.com/collections/black-friday-deals

8. Click Save

Option 2: Informational Promotion (without discount code)

1. Select Informational promotion at the top of the form

2. Enter a Promotion internal name (for your reference only)

3. In the What should the AI tell customers about this promotion? field, enter the details about your promotion

   • Example: "We're having a flash sale this weekend at our physical stores with up to 50% off selected items"

   • The description should be at least 10 characters

4. Set Active dates for when this promotion should be mentioned

5. Choose the Customer type this promotion applies to

6. Optionally, restrict the promotion to a specific landing page or campaign

7. Click Save

Managing Your Promotions

Once created, you can view and manage all your promotions in the Promotions tab. The promotion list shows:

• Promotion name

• Status (Active or Expired)

• Type (indicated by badge - Discount or Informational)

• Options to edit or delete promotions

Editing a Promotion

1. Find the promotion in your list

2. Click the edit (pencil) icon

3. Make your changes

4. Click Save

Deleting a Promotion

1. Find the promotion in your list

2. Click the delete (trash) icon

3. Confirm deletion

How Your AI Uses Promotions

When a customer starts a conversation with your AI, it checks for active promotions that match the customer's profile (new or returning) and any URL parameters. The AI will then:

• For Discount-based promotions: Share the functional discount code and explain how to use it

• For Informational promotions: Mention the promotion details but will not provide a discount code

The AI mentions promotions contextually during conversations, typically when:

• A customer asks about current deals or discounts

• A customer is showing purchase intent

• The conversation naturally leads to a relevant promotion

Promotion Best Practices

• Keep descriptions clear and actionable: Write promotion descriptions in natural language, as this is exactly what the AI will tell customers

• Be specific about promotion details: Include what the promotion is for, any restrictions, and how long it's valid

• Use informational promotions for various campaigns: Promote store events, social media campaigns, flash sales, or upcoming promotions

• Schedule promotions strategically: Set start and end dates to automatically activate and expire promotions

• Target the right audience: Use customer type segmentation to show different promotions to new versus returning customers

• Regularly update your promotions: Remove expired promotions and add new ones to keep your AI's knowledge current

Troubleshooting

The AI isn't mentioning my promotion:

• Verify the promotion is active (check start and end dates)

• Ensure the customer type matches (new, returning, or all)

• If using URL targeting, confirm the customer arrived via the correct URL

• Test by asking the AI directly about current promotions or discounts

The AI mentions the promotion but not as expected:

• Edit the promotion description to be more specific

• Remember that the AI uses the exact description you provide

• Avoid overly technical language or formatting in the description

Need to update or remove a promotion quickly:

• You can edit or delete promotions at any time

• Changes take effect immediately for new conversations