Set up price coupon offer
Set up a Set Price Coupon offer, which allows you to offer an item for a defined promotional price with the use of a coupon.
About this task
This task describes step 2 in creating a Price Coupon offer. Complete Step 1. Select Offer Type before completing this task. Continue with Step 3. Define Creative Content.
Step 2.1. Discount config
You need to configure multiple attributes for the offer configuration, detailed below.
- Set the discount amount.
Field Description Set Price ($) Numeric value specifying the fixed price of offer items.
Required Purchase Quantity Number of purchases to achieve discount eligibility (for example, “Buy 2 hamburgers for $5” – transaction must have 2 hamburgers.). Item(s) to be Discounted “Lower” or “Higher” – If multiple eligible “Get” items are in the transaction, ability to specify which item to apply discount to (either the lower or higher priced item). Applications Per Check Defaulted to “Unlimited” being checked. Unchecking the box provides a field to define a particular amount of when issued to the customer. -
Name the offer, which is for internal use only.
Field Description Title
Initially set with the value entered in the Add Offer modal. Displayed in the Offers dashboard. POS Discount ID Corresponding offer ID for the client point-of-sale or ecom system. Value is returned in the Lock API. Useful in implementations where the point-of-sale or ecom system is the system-of-record for the offer or responsible for repricing. -
Set the issuance period, which is the time period when the customer can receive the offer.
Field Description Offer Start Date
Date when the offer becomes valid and can be acquired by the customer.
Offer End Date Defaults to “No End Date”, where the offer is valid until you deactivate it. When unchecked, a date field is present to define when the offer is no longer valid. -
Set the redemption period, which designates the time when the customer can begin using the offer.
Field Description Can Be Used
Determines the time range of the redemption period. The four options are:
- Same as issuance period
- Fixed date range
- Duration after issuance
- Never expires
"Same as issuance period" and "Never expires" do not require any additional settings.
“Fixed date range" requires you to enter the start and end dates. If the Issuance Period is set to "No End Date", you cannot set a Redemption Period end date.
“Duration after issuance” requires you set a fixed period that the offers remains valid.
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Optional. Set the offer weight and value, which sets the priority and monetary value of the offer:
Field Description Weight
Drives offer display priority and default sorting (for example, in a reward store). Arranged in ascending order.
Monetary Value Estimated dollar value of the offer given to the customer. Value After End Date If an offer expires, it retains the value set here. For example, if you enter “2,” the offer turns into a $2 Fixed Amount discount at the end of the validity period, regardless of its initial value. - Specify if the reward is available in a reward store.
Field Description Reward Store Toggle
“Yes” or “No” toggle. Selection designates if the offer should be available in a reward store (for brands with a reward store).
Points If offer is available in a reward store, the cost (in points) to purchase the offer. - Optional. Configure the optional key value data you can input for any miscellaneous data that should be kept with the offer.
- Click Save and Continue.
| Field | Description |
|---|---|
|
Requires Extended Data |
“Yes” or “No” toggle for designating if the offer requires capability to store extension data to make this offer compatible with other data sets. |
Step 2.2. Set issuance restrictions
Set the frequency, inventory and quantity restrictions for the offer.
- Select Issuance Restrictions.
- Enter values for the following:
-
Click Save and Continue.
| Restriction | Description |
|---|---|
| Frequency Restriction | Indicates how often a customer can acquire the offer from the reward store or by other means like campaigns, loyalty rules, and so on. Amounts can be defined at a per-customer level or as a global acquisition cap for the selected time period. |
| Inventory Restriction | Defines the total quantity of offers that can be issued at a customer or global level. |
| Quantity Restriction | Limits the number of offers that can be selected by Selection Offer each time. By default, stand alone offers that are non-selection offers are incremented one at a time. |
Step 2.3. Set redemption restrictions
Set the store and use redemption restrictions for the offer.
- Enter values for the following:
Restriction Description Store Restriction Indicates locations that are included in or excluded from the offer. Use Restriction Indicates how many times an offer can be used in a given time period by a customer. -
Click Save and Continue.
Step 2.4. Select eligible menu items
Select the eligible product items the customer needs to buy in order to receive the discount associated with the offer.
- Indicate whether all items or only explicitly selected items should be eligible for the discount. The choices are described below:
- Set Include/Exclude Rules – If this option is selected then only items that are explicitly selected to be included are available for discounts. Continue with step 2 below.
- Include All Items – If this option is selected than all items will be included for the discount by default .
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If you selected Set Include/Exclude Rules, select the items to include.