Promotions can be used to give customers incentives to purchase certain items, come at certain times, pay with cash, and more. Promotions can also be created that are only applicable for customers who meet specific criteria, ex: a promotion for police officers.
This article covers setting up guest promotions
Guest promotions are based on a targeted guest. This requires a segment to be set up as well
Creating and changing promotions should not be done during operational hours
Follow the steps below to learn how to build a promotion:
- In Tabit Office, go to Promotions > Promotions
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Select Add Promotion in the top right corner of the screen
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Enter the relevant information
- Promotion Name: Required. Appears on the guest check with the discount amount
- Promotion Code: Auto-generated. Leave blank
- Included Order Types: If left blank, the promotion will be active on all order types. To limit to a specific order type, select the relevant one(s)
- Calculate Separately by Guest: Best used for promotions that are restricted by guest, such as "Unlimited Beer" or "All You Can Eat"
- Restrict Promotion Stacking: Prevents multiple promotions from being used in one order
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Select Next
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Select Guest from the Select Condition dropdown and then select the + icon
Multiple conditions can be selected if desired
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Under Segment select an existing segment in the system. Once a segment is linked to the promotion, a tagged guest or order will automatically trigger the promotion. Ex: Police tag for a police discount
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Under Reward Assignment select one of the following options:
- Allow Any Guest: Applies the promotion to the entire order
- Restrict to Targeted Guest: Apples the promotion to the tagged guest only
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Select Next
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Select the reward type
When the guest meets the set requirements, they will receive a free item
Quantity: Determines how many Items are given for free
Redemption Limit: If left empty, every time the condition is met, the reward will be given. If a number is entered, the reward will be given that number of times and no more
Item Strategy: Determines which item will be rewarded for free: Most expensive or least expensive
Retail Mode is not currently supported
Extra Charges: Include or exclude
Use the Offers/Modifiers section to select what the customer will receive for free when they meet the requirements
When the guest meets the set requirements, they will receive a discount on one or more items
Select the percent or dollar icon and then enter a value for the discount
If a percent discount was chosen, determine if extra charges should be included or excluded and choose Rewarded Items if no unit condition was set
Redemption Limit: If left empty, every time the condition is met, the reward will be given. If a number is entered, the reward will be given that number of times and no more
Include Extra Charges: when this checkbox is marked, the discount will be calculated from the actual price of the item, including any additional costs from modifiers or add-ons. If the checkbox isn't marked, the discount will be taken from the base price of the item and any additional costs will be added on after
Use the Offers/Modifiers section to select what the customer will receive for free when they meet the requirements
Brings the price of an item down when the customer meets the set requirements
Reduced Price: brings the offer down to the entered price
Redemption Limit: If left empty, every time the condition is met, the reward will be given. If a number is entered, the reward will be given that number of times and no more
Extra Charges: Include or exclude. If Included is selected, it will include the price addition to the discount meaning the discount will be higher
Applies a discount to the customer's order when they meet the set requirements
Select the percent or dollar icon and then enter a value for the discount
Maximum Discount: Enter in an amount to cap the discount
Blocked by promotions: Select any promotion that should be blocked from using this discount
Multiple Discounts: Determine if multiple discounts can apply. If selected, will include previously discounted items
Select specific offers to exclude from the discount, ex: Delivery Fee
- Select Next
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Review the promotion details and confirm that they are correct
Select Save
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Now the promotion has been created
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Now, when a customer with the guest tag places an order, it will appear as follows on the PAD