You can create a new promotion in the Loyalty module by following a four-step setup process. Each step covers a different aspect of the promotion, from general details and scheduling through to promotion type and imagery. Follow the steps below to get started.
Step 1: General
From the Modules Menu, click Loyalty, then click Promotion.
Click the blue Create Promotion button at the top of the Promotions page.
If your instance is multi-brand, you will first be asked to select the brand to which the promotion applies.
On the General setup page, complete the following fields:
Description: Enter a name for your promotion. This field accepts a maximum of 150 characters.
Promotion Code: Enter a code to manage discounts at the tills. If left blank, a code will be automatically generated.
Earn Type Configuration: Define how customers earn points or rewards. There are two options:
Limited Earn: Customers can earn a specific number of times during the entire promotion.
Use the Limit per Customer field to set the maximum number of times a customer can earn points for the duration of the promotion.
Multi-Earn: Customers can earn points multiple times for every qualifying action.
You can optionally select Set Daily Earning Limit to restrict how many times a customer can earn in a single day.
If no limit is applied, customers can earn an unlimited number of times throughout the promotion period.
Audience Target: Determine which customers can access and participate in the promotion. There are two options:
All Customers: The promotion is available to all customers without any segmentation. It is automatically accessible to every customer and no campaign setup is required.
Specific Customer Groups: The promotion is limited to defined segments. These groups are managed and distributed through Campaign Builder using the promotion channel.
â ď¸Important: Once customers start interacting with the promotion, you cannot change the Audience Target. If All Customers is selected, the promotion will not appear in Campaign Builder, only promotions with Specific Customer Groups selected are visible there.
Order Type: Select the relevant order type where the promotion will apply:
Collection
Delivery
Deposit
Hotel Booking
InStore
Kiosk
PayAtTable
PreOrder
Shop
Message: Add a message to be displayed to the staff member validating the voucher, or shown through the relevant display channels.
Condition: Add the terms and conditions for the promotion.
đNote: The Message and Condition fields have no character limit. The Description field accepts a maximum of 150 characters.
Click Next.
Step 2: Date and locations
In this step, you can set the days and times when the promotion can be redeemed.
Set up the date and locations details for your promotion:
Use the Valid From and Valid To fields to set the overall start and end dates of the promotion.
If you are issuing the promotion to customers at different times, you can also set a validity period (in days) so that each customer has a specific time window from the date they receive the promotion.
Locations: Choose whether the offer is available at specific locations or all locations.
đ¤Tip: To specify locations, start typing the location name in the text box and select it from the dropdown list. To apply the promotion to all locations, select the All Locations option.
Schedule: You can specify the days and times during which the promotion can be redeemed (for example, 9:00â17:00 on weekdays).
Click Next.
Step 3: Type
There are four promotion types to choose from. Each type offers the same reward options:
Fixed Value: A specific number of bonus points added to the customer's account when they meet the requirement.
Tier Upgrade: Customers are upgraded to a higher tier when they meet the requirements.
Percentage: Apply a percentage increase.
Product
This type determines which products are included in the promotion.
Set up the eligibility criteria and product promotion setup:
Use Group: Select a Product Group (main category) and a Product Subgroup (specific category within that group).
Without Group: By the Product Codes either select Personalized Products (individual items) or apply the promotion to All Products.
Number of Purchases Required: can be set per transaction, or in a certain days period.
Bonus: This can be either a or Fixed Value or a Tier Upgrade.
Spend
Spend promotions reward customers based on their spending behaviour.
Spend Required: Enter the amount customers need to spend to qualify
Per Transaction: The spend requirement applies to a single purchase.
In Period: The spend requirement applies to cumulative spending within a defined number of days.
Visits
The Visits option allows the promotion to apply either on the customer's next visit or after they reach the required number of visits within a specified time period.
To choose the eligibility critirea as the next visit, select Next Visit .
To choose the eligibility critirea as count of visits, select Count of visits.
Set the number of visits required, and the period of days for these visits.
Bonus: This can be either a or Fixed Value or a Tier Upgrade.
Stamps
You can choose:
Fixed Value: award a fixed number of additional stamps or points.
Percentage: Apply a percentage increase.
đNote: Tier upgrades do not apply to the Stamps promotion type.
Step 4: Images
The final step is to add any images you want to appear in the app alongside the offer. You can upload a small, medium, or large image depending on where the image will be positioned and the resolution required.
Click Browse to choose an image from your asset library.
Small image: For images displayed in the app.
Medium image: For medium-resolution images that can be used by third parties.
Large image: For images displayed in emails.
Once you have completed all four steps, click Submit. Your promotion will then be ready to use.