Create a Buy X, Get Y Offer

1 : To create a Buy X, Get Y Offer click on the OFFERS button on the top bar.

2 :  Click the NEW button on the right hand side.

3 : Offer Type, select the offer type from the drop-down. Select Buy X Items, Get Y Items Free > Click SELECT THIS TYPE button.

4 : Input offer details - Name | Connect To | Auto-Renew | Auto-Assign

Name : A unique name for your offer

Connect To : POS System Site - if you have multiple sites you can create different offers for each venue.

Auto-Renew : This is if you would like this offer to renew once it has been redeemed

Auto-Assign : Assign this offer to new customers automatically.  If you choose not to auto-assign the offer will need to be manually allocated to customers.

Once all the information is complete, click on NEXT : Create Rule

5 : Next add in the values for BUY and GET. 

BUY : how many items the user needs to purchase to qualify for the offer

GET : how many items the user will receive once they qualify

Once values have been inputted > Select NEXT - add products.

6 :  In the PRODUCTS section, add the products needed for this offer.

ALL PRODUCTS : 

Select the button for ‘All product purchases will count towards this offer’ 

WITHOUT EXCEPTION - this will allocate all products available 

EXCEPT FOR - this will allocate all products ‘except for’ the products you search for in this section.

Note:  If you have multiple offers allocated to a customer only one offer will be 'stamped'.  For example if you had a coffee offer and a spend $X offer and a customer purchases a Latte then only one card will be stamped.  Use the Except for to ensure the right card is stamped each time.

SELECTED PRODUCTS : 

Select the button for ‘Only count purchases for the following product’. 

Search for the products needed for this offer in the search bar.

Each product will be added to the offer and listed in this section.

Once all products are added - select SAVE.

ASSIGNING CARDS TO CUSTOMERS 

Once the card has been created, you can allocate this to customers.

If you want to assign the offer to all customers, under AUTO-ASSIGN TO NEW CUSTOMERS, there is the option to CLICK HERE TO ASSIGN THEM ALL NOW.

Select ASSIGN OFFER.

CARDS

Once the offer has been allocated to a customer, you will be able to view the CARDS usage.

Select the CARDS tab (next to Details|Products) to see a breakdown of the usage of this offer.

Each transaction is listed show the following; PERSON| DATE | OFFER | CODE | STATUS

To see more information on a particular transaction, select the transaction to bring up the details.

This will show the breakdown of how this offer has been used, based on;

PERSON| OFFER | CODE | STATUS | ACTIVATIONS

In the ACTIVATIONS section, each transaction is listed showing the DATE | TIME | PRODUCT/S | POINT ALLOCATION