docs: docs for next release (#13621)

* docs: docs for next release

* changes to opentelemetry dependencies

* document plugin env variables

* document admin changes

* fix vale error

* add version notes

* document campaign budget updates

* document campaign changes in user guide

* document chages in cluster mode cli

* documented once promotion allocation

* document multiple API keys support
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Shahed Nasser authored and GitHub committed 2025-10-21 10:32:08 +03:00
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@@ -56,12 +56,22 @@ To create a campaign:
- **Spend**: The total amount that can be discounted by the promotions in the campaign. Once the total amount discounted exceeds the limit, the campaign and its promotions expire. This is not applicable to "Buy X Get Y" or "Free Shipping" promotions.
- If you chose the **Spend** type, select the currency of the limit in the "Currency" field.
- When adding promotions to the campaign later, promotions that discount a fixed amount can only be added if the currency matches the campaign budget's currency.
- In the Limit field, you can set a campaign budget limit based on the type you chose.
- In the **Limit** field, you can set a campaign budget limit based on the type you chose.
- If you chose **Usage**, enter the number of times the promotions in the campaign can be used.
- If you chose **Spend**, enter the total amount that can be discounted by the promotions in the campaign.
- If you chose the **Usage** type, you can optionally set the **Limit usage per** field to apply the limitation for each customer or email.
- If you don't select any condition, the limit is applied globally. For example, if the limit is set to 5, the promotions in the campaign can be used a total of 5 times.
- If you select "Customer", the limit is applied for each customer based on their unique identifier. For example, if the limit is set to 5, each customer can use the promotions in the campaign 5 times.
- If you select "Customer Email", the limit is applied for each customer based on their email address. For example, if the limit is set to 5, each unique email address can use the promotions in the campaign 5 times.
4. Once you're done, click the Create button.
![Create Campaign Form](https://res.cloudinary.com/dza7lstvk/image/upload/v1739953632/User%20Guide/Screenshot_2025-02-19_at_10.27.00_AM_u4w38d.png)
<Note>
The **Limit usage per** field is available from [Medusa Admin v2.11.0](https://github.com/medusajs/medusa/releases/tag/v2.11.0). If you don't see it, request your technical team to [upgrade your Medusa application](!docs!/learn/update).
</Note>
![Create Campaign Form](https://res.cloudinary.com/dza7lstvk/image/upload/v1760349967/User%20Guide/CleanShot_2025-10-13_at_13.05.33_2x_xq5ec5.png)
---
@@ -133,6 +143,23 @@ To edit a campaign's budget usage or spending limit:
---
## Information that Can't be Edited in Campaign
After creating a campaign, you can't edit the following information:
1. The campaign's budget type (usage or spend).
2. The campaign's budget currency (if the type is spend).
3. The campaign's budget "limit usage per" condition (customer or customer email).
If you need to change any of this information, you should either:
1. [Delete the campaign](#delete-campaign).
2. Expire the campaign by [setting an end date in the past](#edit-campaign-details).
Then, create a new campaign with the correct information and [add promotions to it](#manage-promotions-of-campaign).
---
## Manage Promotions of Campaign
From the campaign's details page, you can manage which promotions belong to the campaign.
@@ -77,7 +77,10 @@ If you chose the "Amount off Products" promotion type in the first section, fill
7. In the Maximum Quantity field, set the maximum quantity line-item quantity that the promotion is applied to in the cart.
- For example, if set to `1` and the customer has a line item with quantity two in the cart, the promotion is only applied to one of them.
- This condition is applied on the quantity of every applicable item in the cart. For example, if set to `1` and the customer has two applicable items in the cart, the promotion is applied to one of each of them.
8. In the "What items will the promotion be applied to?" section, you'll specify the items in the cart that the promotion can be applied to. To add a condition, click on the "Add condition" button. For each condition:
8. In the Allocation field, choose how the discount is applied when there are multiple applicable items in the cart:
- **Each**: The discount is applied to each applicable item in the cart.
- **Once**: The discount is applied to a specific number of applicable items in the cart, which is determined by the Maximum Quantity field.
9. In the "What items will the promotion be applied to?" section, you'll specify the items in the cart that the promotion can be applied to. To add a condition, click on the "Add condition" button. For each condition:
- Select the attribute in the first field. This is the attribute that the condition applies to. It can be:
- **Product**: The promotion applies / doesn't apply to the specified product(s).
- **Product Category**: The promotion applies / doesn't apply to the products belonging to the specified categories.
@@ -92,7 +95,7 @@ If you chose the "Amount off Products" promotion type in the first section, fill
- Set the Attribute to Product Category.
- Set the Operator to In.
- Set the Value to the Shirts product category.
9. Once you're done, click Next and move on to the [next step](#step-3-campaign).
10. Once you're done, click Next and move on to the [next step](#step-3-campaign).
![What items will the promotion be applied to section](https://res.cloudinary.com/dza7lstvk/image/upload/v1739898160/User%20Guide/Screenshot_2025-02-18_at_7.02.26_PM_izi1sv.png)
@@ -130,6 +133,12 @@ If you chose the "Amount off Order" promotion type in the first section, fill ou
### c. Percentage off Product
<Note>
If any of the fields are not visible in your admin, contact your technical team to [update your Medusa version](!docs!/learn/update).
</Note>
If you chose the "Percentage off Product" promotion type in the first section, fill out the following in the Details step:
1. For the Method, choose how you want the promotion to be applied:
@@ -158,7 +167,10 @@ If you chose the "Percentage off Product" promotion type in the first section, f
6. In the Promotion Value field, set the amount to be discounted from applicable products when the promotion is applied. The amount is in the currency you chose in the previous section.
7. In the Maximum Quantity field, set the maximum quantity of the applicable that the promotion is applied to in the cart. For example, if set to `1` and the customer has two applicable items in the cart, the promotion is only applied to one of them.
8. In the "What items will the promotion be applied to?" section, you'll specify the items in the cart that the promotion can be applied to. To add a condition, click on the "Add condition" button. For each condition:
8. In the Allocation field, choose how the discount is applied when there are multiple applicable items in the cart:
- **Each**: The discount is applied to each applicable item in the cart.
- **Once**: The discount is applied to a specific number of applicable items in the cart, which is determined by the Maximum Quantity field.
9. In the "What items will the promotion be applied to?" section, you'll specify the items in the cart that the promotion can be applied to. To add a condition, click on the "Add condition" button. For each condition:
- Select the attribute in the first field. This is the attribute that the condition applies to. It can be:
- **Product**: The promotion applies / doesn't apply to the specified product(s).
- **Product Category**: The promotion applies / doesn't apply to the products belonging to the specified categories.
@@ -173,7 +185,7 @@ If you chose the "Percentage off Product" promotion type in the first section, f
- Set the Attribute to Product Category.
- Set the Operator to In.
- Set the Value to the Shirts product category.
9. Once you're done, click Next and move on to the [next step](#step-3-campaign).
10. Once you're done, click Next and move on to the [next step](#step-3-campaign).
![What items will the promotion be applied to section](https://res.cloudinary.com/dza7lstvk/image/upload/v1739898386/User%20Guide/Screenshot_2025-02-18_at_7.06.14_PM_bdi5jv.png)
@@ -332,8 +344,8 @@ In the campaigns section, you can select whether to:
If you selected a new campaign, you need to fill out the following to create a campaign and add the promotion to it:
1. In the Name field, enter the campaign's name.
2. In the Identifier field, enter a custom identifier for the campaign. This is useful if you're associating the campaign with a campaign in an external system, for example.
1. In the **Name** field, enter the campaign's name.
2. In the **Identifier** field, enter a custom identifier for the campaign. This is useful if you're associating the campaign with a campaign in an external system, for example.
3. Optionally enter a description, and start and end dates.
- If a start date is specified, all promotions in the campaign can be used after the specified date.
- If an end date is specified, all promotions in the campaign can't be used after the specified date.
@@ -341,7 +353,17 @@ If you selected a new campaign, you need to fill out the following to create a c
- For Type, you can choose to set the budget either based on:
- **Usage**: How many times the promotions in the campaign can be used. Once the number of times exceed the limit, the campaign and its promotions expire.
- **Spend**: The total amount that can be discounted by the promotions in the campaign. Once the total amount discounted exceeds the limit, the campaign and its promotions expire. This is disabled if you select the "Buy X Get Y" or "Free Shipping" promotion types.
- In the Limit field, enter the budget limit based on the chosen type.
- In the **Limit** field, enter the budget limit based on the chosen type.
- If you chose the **Usage** type, you can optionally set the **Limit usage per** field to apply the limitation for each customer or email.
- If you don't select any condition, the limit is applied globally. For example, if the limit is set to 5, the promotions in the campaign can be used a total of 5 times.
- If you select "Customer", the limit is applied for each customer based on their unique identifier. For example, if the limit is set to 5, each customer can use the promotions in the campaign 5 times.
- If you select "Customer Email", the limit is applied for each customer based on their email address. For example, if the limit is set to 5, each unique email address can use the promotions in the campaign 5 times.
5. Once you're done, click on the Save button.
<Note>
The **Limit usage per** field is available from [Medusa Admin v2.11.0](https://github.com/medusajs/medusa/releases/tag/v2.11.0). If you don't see it, request your technical team to [upgrade your Medusa application](!docs!/learn/update).
</Note>
You can now [manage the promotion](../manage/page.mdx) you created.
@@ -69,6 +69,12 @@ A promotion's status is shown in the Promotions listing page, and in the promoti
## Edit Promotion's Details
<Note>
If any of the fields are not visible in your admin, contact your technical team to [update your Medusa version](!docs!/learn/update).
</Note>
To edit a promotion's general details:
1. Go to the promotion's details page.
@@ -78,8 +84,12 @@ To edit a promotion's general details:
- You can change the promotion's status to either **Draft**, **Active**, or **Inactive**. Inactive is useful if the promotion was originally active but you want to expire it.
- You can edit the promotion's method (whether it's applied manually or automatically) and code.
- Based on the promotion's type, you can change how the amount is discounted, either by a fixed amount or a percentage. You can also change the discounted amount.
- Based on the promotion's type, you can change how the promotion is applied, either on every applicable item or across all items in the cart.
- For example, if your promotion discounts an amount from applicable products in a cart, choosing **Each** applies the discount on each applicable product, whereas **Across** applies the discount across all applicable products.
- Based on the promotion's type, you can change how the promotion is applied:
- **Each**: The discount is applied to each applicable item in the cart.
- **Across**: The discount is applied across all applicable items in the cart.
- **Once**: The discount is applied to a specific number of applicable items in the cart, which is determined by the Maximum Quantity field.
- Based on the promotion's type, some of the above options may not be available. For example, for "Amount off order", only "Across" is available.
- You can edit the maximum quantity of applicable items that the promotion is applied to in the cart.
5. Once you're done, click the Save button.
![Edit Promotion Form](https://res.cloudinary.com/dza7lstvk/image/upload/v1739951499/User%20Guide/Screenshot_2025-02-19_at_9.51.26_AM_zylmig.png)