How to Create a Tiered Set Pricing Promotion in Magento That Applies Discounts Based on Quantity Purchased

Tiered set pricing promotions are an effective ecommerce strategy to incentivize customers to purchase larger quantities from a specific group or set of products by offering increasing discounts as quantity thresholds are met. In Magento, implementing such promotions requires configuring product groupings alongside quantity-based discount rules. This guide provides a step-by-step process to create tiered discounts on product sets in Magento, leveraging native features and recommending extensions for more advanced needs.

Table of Contents

1. Understanding Tiered Set Pricing in Magento
2. Defining Product Sets Using Attributes or Categories
3. Setting Up Quantity-Based Tier Pricing per Product
4. Creating Tiered Discounts on Product Sets with Cart Price Rules
5. Managing Multiple Discount Tiers via Cart Price Rules
6. Leveraging Magento 2 Extensions for Advanced Tiered Set Pricing
7. Testing and Verifying Tiered Set Pricing Promotions
8. Best Practices for Tiered Set Pricing Promotions
9. Optimizing Pricing Strategy with Customer Feedback Tools

1. Understanding Tiered Set Pricing in Magento

Tiered set pricing rewards customers with bigger discounts as they buy more items within a defined product group (product set). For example:

• Buy 1–2 items from Set A: 5% off
• Buy 3–4 items: 10% off
• Buy 5 or more: 20% off

In Magento, tier pricing can be applied to individual products based on quantity, but to create tiered promotions that count quantities across multiple products in a set, you combine product groupings with cart price rules filtered by quantity and product conditions.

2. Defining Product Sets Using Attributes or Categories

Magento lacks a dedicated "product set" feature, but you can define sets using:

• Custom Product Attributes: Create an attribute like "Product Set" with values such as "Set A," "Set B," and assign relevant products.
• Categories: Group products into a dedicated category representing the set, e.g., “Set A Products.”

To create a product attribute for sets:

• Navigate to Stores → Attributes → Product, then Add New Attribute.
• Set scope and input type appropriately (e.g., dropdown).
• Assign the attribute to attribute sets used by your products.
• For each product in the set, select the appropriate "Product Set" attribute value.

Using these groupings allows Cart Price Rules to target the entire product set by using attribute or category conditions.

3. Setting Up Quantity-Based Tier Pricing per Product

Magento supports tier prices on an individual product basis:

• Log in to Magento Admin.
• Navigate to Catalog → Products, choose a product.
• Edit the product, scroll to Advanced Pricing → Tier Price.
• Add tiers specifying quantities and discounted prices.

Example:

While this sets quantity discounts per product, it does not aggregate quantities across a set for combined tiered discounts.

4. Creating Tiered Discounts on Product Sets with Cart Price Rules

To apply tiered discounts based on the aggregated quantity of products in a set, use Shopping Cart Price Rules with conditions targeting the product set attribute or category and quantity ranges.

Steps:

• Go to Marketing → Cart Price Rules → Add New Rule.

• Under Rule Information, name the rule (e.g., "Set A Tier 1 Discount").

• Configure Conditions to apply only when cart contains a certain quantity of products from the set:

  • Click the green "+" and select "Products quantity in cart."
  • Set condition like:
    If total quantity of items where Product Set equals Set A is equal or greater than X and, if needed, less than or equal to Y.

• In Actions → Apply choose discount type (percent or fixed amount).

• Set the discount amount corresponding to the tier (5%, 10%, etc.).

• Under Actions → Apply the rule only to cart items matching the following conditions, filter again by product set.

• Set Priority to determine the order rules apply.

5. Managing Multiple Discount Tiers via Cart Price Rules

Magento does not natively support multiple-tier discount logic within a single rule, so create separate Cart Price Rules for each discount tier.

Example setup for "Set A":

Ensure higher discounts have higher priority (lower number), and set the Stop Further Rules Processing flag appropriately to avoid overlapping discounts.

6. Leveraging Magento 2 Extensions for Advanced Tiered Set Pricing

For more streamlined tiered promotions based on product sets—especially when aggregating quantities across multiple SKUs into a single tier—consider using Magento marketplace extensions such as:

• Amasty Special Promotions
• Mageplaza Advanced Promotions

These modules enable complex discount conditions, including summed quantities of product sets and tiered discounts within a single rule, simplifying management and improving frontend user experience.

Alternatively, custom development can be implemented to build observers around the quote collect totals event (sales_quote_collect_totals_before) that dynamically calculate total quantities and apply percentage discounts based on tiers.

7. Testing and Verifying Tiered Set Pricing Promotions

Comprehensive testing is critical to ensure discounts apply correctly:

• Add varying quantities of products from the set to the cart to validate tier thresholds.
• Verify the discount amount matches the intended tier.
• Test rule priorities to ensure only the correct rule applies.
• Check frontend cart, checkout pages, and order confirmation emails for discount visibility.
• Test with different customer groups if rules vary by group.
• Validate compatibility with other active promotions.

8. Best Practices for Tiered Set Pricing Promotions

• Use clear product set definitions: Leverage attributes or categories consistently to avoid ambiguity.
• Keep tier rules simple: Avoid complex overlapping tiers that confuse customers.
• Display discounts clearly on product pages and cart: Use Magento promotional banners or custom labels.
• Monitor promotion performance: Utilize Magento reports or external analytics tools to track uplift in sales and average order value.
• Regularly update and optimize tiers: Shift thresholds based on purchasing behavior and inventory.

9. Optimizing Pricing Strategy with Customer Feedback Tools

Gathering customer insights helps refine tiered pricing strategy. Tools like Zigpoll enable quick, embedded polls on product and cart pages to:

• Identify desirable discount thresholds.
• Understand customer perceptions of bundle values.
• Collect feedback post-purchase about satisfaction with promotions.

Integrating customer feedback ensures your tiered set pricing resonates with shoppers and maximizes conversions.

Summary

To create tiered set pricing promotions in Magento that apply discounts based on the quantity of items purchased from a product set:

• Define product sets using custom product attributes or categories.
• Configure tier pricing for individual products if desired.
• Create separate shopping cart price rules per discount tier targeting product sets with quantity conditions.
• For more advanced aggregation and easier management, consider Magento promotion extensions (Amasty, Mageplaza).
• Rigorously test your rules across scenarios.
• Use customer feedback tools like Zigpoll to optimize pricing strategies.

For a seamless way to engage customers and collect insights on tiered pricing promotions, visit zigpoll.com.

Happy selling with Magento and impactful tiered set pricing promotions!