Running a promotional campaign

Create a discount, free item, bundle or loyalty offer that applies on the POS, the online store and the call center.

Step 1: Open Promotions

Go to Marketing > Promotions and click Create Promotion. The list shows every promotion with its type, promo code, status and validity. Filter by All, Active, Scheduled, Inactive, Expired or Budget reached.

Step 2: Basic info

Give the promotion a name, then set:

• Promo Code (optional): leave it empty for an automatic offer, or type a code customers must enter.
• Status, Priority and Auto Apply: auto-apply offers are added to the cart without a code.
• Stackable: whether it can combine with other promotions.
• Marketing campaign (optional): link it to a campaign for attribution.

Step 3: Condition and reward

• Condition: who qualifies and what they must do, for example a minimum order value, specific items or categories, branches or channels, or new versus returning customers.
• Reward: what the customer gets. Choose from order discount, item discount, free item, free delivery, bundle deal, category bundle (fixed price), discounted add-on, instant win, loyalty credit or earn multiplier. Set a percentage or a fixed amount and an optional cap.

Step 4: Window and limits

• Window: start and end date, valid weekdays and valid time ranges (for example a 3 PM to 6 PM happy hour).
• Usage Limits: max usage per customer, max total usage and a budget. The promotion stops when the budget is reached.

Step 5: Distribution, test and save

Under Distribution and ranking, choose where the offer can appear in the customer app. You can also auto-trigger it or run it as an A/B test. Use Test this promotion to check the result on a sample cart, review the Summary, then save with status Active.

Active promotions apply on the POS, the online store and the call center with the same price rules.

Step 6: Measure results

Go to Analytics and open the Offer ROI report to see redemptions, discount cost and revenue per promotion. Preset discounts that cashiers apply by hand live under Marketing > Discounts.

Good practice

• Start with a small offer and a budget cap.
• Use a time window to create urgency.
• Check Offer ROI before extending a promotion.