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Setting Up Promotions
Setting Up Promotions

How to set up special offers for your customers

Updated over a month ago

If you are looking to have some special offers, this can be set up via the back office. Once done, promotions are automatically applied to the order. This can be applied to both in-store and online orders.

The promotion name will be displayed on the relevant product title(s) and the total promotion savings will be displayed beneath the sub-total amount.

If the promotion includes a free product, the cheapest product will be added as the free item. However, multiple promotions can be added to a single product, so ensure you do not apply multiple promotions if you do not wish to give multiple discounts on a single product.

By default the promotions list shows all active promotions ordered alphabetically by name (A-Z), displaying the number of times each promotion has been used.

Check Show inactive to show inactive promotions and Show expired to show expired promotions. Search for a promotion by Name, Customer group, Start date and End date. Columns are also sortable.

Add a promotion

Go to the Promotions option on your back office account.

Click the red Promotion button to create a new promotion. You also have the option to view inactive and / or expired promotions by clicking in the boxes.

You will be given the option of 3 different types of promotions: Basic, Advanced and Bulk discounts. Click on the one you want.

Basic promotions will give a fixed monetary or percentage discount. e.g. £5.00 discount or 5% discount when a customer spends over £20.00.

Advanced promotions allow you to offer promotions such as buy 3 for the price of 2, buy one get one free, or receive a discounted item when purchasing certain products.

Bulk promotions can be applied when a customer wants to purchase a large quantity of a single product.

Complete the following information:

  • Promotion name - Add the name used to identify the promotion. On your POS device, the promotion name will be displayed on the product tile when the product is added to the order. On your ecommerce site, the promotion name(s) will also be displayed on each individual product page to indicate to customers a promotion is available. Keep it short, such as 3 for 2 on {brand} {category} or 20% off all {category}

  • Start and end date - Specify the start and end date in which the promotion is valid. If the promotion has no end date, set the end date to years in the future

  • Store availability

  • Customer group - If the promotion is only applicable to customers within a certain group, select a group from the list. If a group is not selected, the offer will be applicable to all customers.

  • Priority - Zero being the high priority, give each promotion a priority number in the event multiple promotions may apply to a product. The promotion with the highest priority will be applied

  • Promotion is active - Checking this option means the promotion will be valid to use within the dates specified

  • Promotion type - Specify if the promotion is basic, advanced or bulk. A basic promotion creates a discount and an advanced promotion enables promotions such as buy one get one free, 3 for 2 and 3 for £80 .etc

Make sure you tick the box if you want the promotion to be active or if you want to exclude items that are already discounted.

Tap Save to save the promotion. You'll now be able to enter the basic, advanced or bulk details for the promotion.


Basic promotion

Specify if the promotion is a fixed or percentage discount, state the value and the minimum spend required to receive the promotion.

If you wish the promotion to only be valid on only certain products, brands, categories or tags select Apply to specific products or product types? Type in a product, brand, category or tag and select the relevant result from the list. Multiple can be added.

Tap Save to save the promotion changes.


Advanced promotion

Advanced promotions are created in the following format:

1. When a customer buys {x} of the following {product, brands, categories or tags}. Input the number and types of products the customer needs to buy to receive the promotion.

2. If the promotion is only valid for 2 different types of products add a new condition. For example, the promotion could be buy a waistcoat (the first condition) and buy a jacket (the second condition) then get a tie free (specified below).

3. Specify the Then rule by choosing from the following options: pay a fixed price, receive a discount or get the following product:

  • Pay a fixed price - Input the promotion price to be paid

  • Recieve a discount - Input the promotional discount that will be applied. Specify if the promotion is a fixed or percentage discount, state the value and the minimum spend required to receive the promotion

  • Get the following products - As with Step 1 specify the relevant products the customer will get for free or at a discount price. Select free or discounted, if discounted is selected specify the discount and required minimum spend


Bulk promotion

If a customer is buying a large quantity of one item, you may wish to offer a bulk discount, where they can make some savings.

First, specify which product, brand, category or tag the bulk promotion will be applied to. Then you can input the lowest and highest quantities at which the promotion will be applicable. You can click Add Row to set additional criteria. Input the discount percentage.

If you no longer want the row, click the icon to delete.


View a promotion

Tap the promotion name from the list to view the promotion information and the full sales history. The sales history shows all orders that have used that promotion.

All fields can be updated and the promotion can be set to inactive if you no longer wish to use it, but don't wish to delete it if you plan to activate it again in the future. Tap Save to save any amendments or Delete to delete the promotion.

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