ADM Promotions
Updated
Print

 

Table of Contents

 

 

 

Purpose

The purpose of this guide is to show you how to setup and manage each of the three types of promotions in ADM.

There are Frequently Asked Questions near the end to address commonly asked questions.

 

Introduction

365 offers a robust promotion engine on ADM that allows for complete customization. It’s great for persuading and influencing customer purchasing behavior. It can be used strategically to drive product sales and increased revenues.

ADM offers the following three types of promotions:

  1. Tender – This promotion applies discounts automatically depending on how consumers pay for their orders. Promotions can be customized with many different features to make the promotions very flexible. You can specify if the discount applies to individual line items or the entire transaction. You can also choose if the discount will be applied as a percentage or a dollar amount.

  2. On-screen – This promotion provides discounts on specific products or product categories without any action required by the consumer. This product-based discount works very well for influencing purchasing behavior.

  3. Bundling – This promotion allows for the most diversified set of uses. It provides you with the ability to fully customize the promotion. It allows you to offer discounts on unique product combinations and BOGO promotions.

 All promotion types will work with V5, NanoMarket, and 365Pay.

 

Creating Promotions

Promotions are created in ADM using a highly customizable creation flow. Follow the on-screen instructions to enter all applicable information. Promotions can be created for every location and org for which you have access, which greatly streamlines the process. All promotional types share similar core functionality but vary in implementation.

 

Tender Promotions

The Tender discount allows you to enable a discount based on how consumers pay for their transaction. You can discount transactions when consumers pay with a GMA account, credit/debit card, or cash on ReadyTouch transactions.

Using this discount effectively creates a two-tiered pricing system. Your account and cash customers, who save you money in credit card fees, are rewarded with an automatic discount every time they checkout. The customers who choose to use credit cards for their purchases help to cover the transaction fees by paying a marginally higher price.

Note: We are aware of potential naming and messaging regulations in some states and can help you work through that.

There are three types of Tender discounts (Figure 1):

  1. Account
  2. Cash
  3. Credit

Image1.PNG

Figure 1 – Tender Discount Types

 

To create a Tender discount:

  1. Enter your User Name and Password.

  2. Click the Admin tab (Figure 2) on the menu bar in ADM. A drop-down menu will display a list of options.

Image2.PNG

Figure 2 – Admin tab

  1. Select Promotions. The Promotion List screen will display.

  2. Click the blue Create New The Create Promotion screen displays (Figure 3).

There are three tabs across the top that are used to create promotions:

mceclip2.png

Image3.PNG

Figure 3 – Create Promotions screen 

6. The tab at the top left, Enter Promotion Basics, is displayed by default.

7. Select Tender Discount for the Promotion Type in the Basic Information section.

8. Select Promotion Name and enter a unique name. 

9. Click Next. The middle tab Choose Promotion Filters displays (Figure 4).

The following filters are available to apply to kiosks:

  • City
  • Location
  • Org
  • State
  • Zip

Image4.PNG

Figure 4 – Choose Promotion Filters

10. Click Add Filter. A drop-down menu displays a list of multiple filters. If you select more than one type of filter, those additionally filtered results (Figure 5) will be included. Applying these filters, determines which kiosks will be used for the Tender promotion.

Image5.PNG

Figure 5 – Example of Multiple Filters Applied

11. Click Next. The right tab Promotion Details displays (Figure 6).

Image6.PNG

Figure 6 – Promotion Details screen

12. Choose the Tender Type (Figure 7) where the discount will be applied. The options are Account, Cash, and Credit.

Image7.PNG

Figure 7 – Tender Type

13. The Discount Type drop-down menu offers two types of discounts.

a. Discount Amount – which allows you to select a currency amount to deduct from the checkout price (Figure 8).

Image8.PNG

Figure 8 – Discount Amount

b. Discount Percentage – which allows you to indicate a percentage of the amount to deduct from the checkout price (Figure 9).

Image9.PNG

Figure 9 – Discount Percentage

14. The Transaction Minimum allows you to set a minimum amount of currency required for each transaction for the promotion that you are creating (Figure 10).

Image10.PNG

Figure 10 – Transaction Minimum

 

Discount Timing

15. The Discount Timing drop-down menu offers three options that you can apply to the promotion:

    1. Flash Sale

    2. Recurrence

    3. Scheduled

Flash Sale – is the easiest to create but is also the least customizable Discount Timing option (Figure 11). A Flash Sale begins immediately after the promotion is created and ends at the hour you specify. 

Image11.PNG
Figure 11 – Discount Timing - Flash Sale

Recurrence – is the most complex Discount Timing option (Figure 12).

      • Specify the Start Date and End Date of the promotion.
      • You can choose No End Date and edit it later to close the campaign.
      • Recurring on allows you to choose the days of the week on which the sale will occur.

Image12.PNG

Figure 12 – Discount Timing - Recurrence

Scheduled – gives you the ability to plan promotions ahead for special case sales (Figure 13).

      • Specify a Start Date and End Date for the sale.
      • Specify a Start Time and End Time.
      • If you select the Has No End Date checkbox, the sale will continue indefinitely. Later, you can select a date and time for the promotion to end.

Image13.PNG

Figure 13 – Discount Timing - Scheduled

 

Finish Creating the Promotion

16. Click the blue Create button on the bottom left of the Promotion Details screen. ADM will display a confirmation message (Figure 14).

17. Click OK to close the message.

Image14.PNG

Figure 14 – Confirmation Message

 

On Screen Promotions

ADM On-Screen Promotions

The On-Screen Promotion allows you to discount certain items, or categories of items to consumers who purchase from your market, regardless of the tender they choose for payment. You can schedule consecutive On-Screen Promotions, or run multiple concurrent On-Screen Promotions, if they don’t overlap in Item selection.

365 offers a dashboard for monitoring, creating, and editing On-Screen Promotions offered to consumers. Promotions can be applied to an:

  • Organization
  • Location
  • State
  • Zip Code

In On-Screen Promotions there are two types of promotions:

  • Discounts on Item(s)
  • Discounts on Category(s)

These can both be discounted by:

  • Currency Amount
  • Percentage

To create an On-Screen Promotion:

  1. Enter your User Name and Password.

  2. Click the Admin tab (Figure 1) on the menu bar in ADM. A drop-down menu will display a list of options.

Image15.PNG

Figure 1 – Admin tab

  1. Select Promotions. The Promotion List screen will display. 

Image16.PNG

Figure 2 – Promotions List screen

  1. You can search by (Figure 2):
  • Search(Description)
  • Date Range
  • Locations
  • Status
  • Promo Type (On Air and Tender Discount)

 

Location Specific On-Screen Promotions

To open a promotion for a specific location:

  1. Click the Location tab on the ADM main menu bar.

  2. Click on a Location. The Locations Summary screen for that location will display (Figure 1).

Image17.PNG

Figure 1 – Location Summary screen

  1. Scroll to the table at the bottom of the screen and click on the Promotions tab. The location’s past, present, and future promotions will be listed (Figure 2).

Image18.PNG

Figure 2 – Promotions at a specific location

 

Creating an On-Screen Promotion

4. Click the blue Create Promotion button on the left of the screen. The Create Promotion screen will display. The tab at the top left, Enter Promotion Basics, is displayed by default.

Image19.PNG

  1. Select On-Screen from the Promotion Type drop-down menu.

  2. The following Create Promotion – On-Screen screen displays with a third field (Figure 3).

Image20.PNG

Figure 3 – Create Promotion – On-Screen screen

There are three tabs across the top that are used to create promotions:

Image20a.PNG

  1. Enter a unique name for the promotion in the Promotion Name field.

  2. Enter the Display Name. It can, but does not have to, be the same as the Promotion Name.

The name of the promotion will be shown under Display Name in the Promotion List screen (Figure 4). The Display Name will also appear on the kiosk itself.

Image21.PNG

Figure 4 – Promotion List Table

  1. Click Next. The middle tab Choose Promotion Filters displays (Figure 5).

  2. Click Add Filter. A drop-down menu displays a list of multiple filters.

Image22.PNG

Figure 5 – Choose Promotion Filters

If you select multiple filters, those additionally filtered results (Figure 6) will be included. Applying these filters, determines which kiosks will be used for the On-Screen sale.

Image23.PNG

Figure 6 – Example of Multiple Filters Applied

  1. Click Next. The right tab Promotion Details displays (Figure 7).

Image24.PNG

Figure 7 – Promotions Details initial startup

 

Details Section

  1. In the Discount By drop-down menu, you can select Item (Figure 8) or Category (Figure 9).

Image25.PNG

Figure 8 – Discount By - Item

  1. When you select Item, a drop-down menu displays a list of items (Figure 9).

Image26.PNG

Figure 9 – Item(s) menu

  1. When you select Category, a drop-down menu displays a list of categories (Figure 10). Categories can be modified in ADM by clicking the Menu tab.

Image27.PNG

Figure 10 – Discount By - Category

  1. The Discount Type drop-down menu offers two types of discounts:

a. Discount Amount – which allows you to select a currency amount to deduct from the checkout price (Figure 11).

Image28.PNG

Figure 11 –  Discount Amount

b. Discount Percentage – which allows you to indicate a percentage of the amount to deduct from the checkout price (Figure 12).

Image29.PNG

Figure 12 –  Discount Percentage

  1. The Transaction Minimum allows you to set a minimum amount of currency required for each transaction for the promotion that you are creating (Figure 13). (Not a required field.)

Image30.PNG

Figure 13 – Transaction Minimum

  1. If the Promo Restrictions box is checked, the Per Transaction Limit field will display.

 

Discount Timing

  1. The Discount Timing drop-down menu offers three options that you can apply to the promotion:

    1. Flash Sale

    2. Recurrence

    3. Scheduled

Flash Sale – is the easiest to create but is also the least customizable (Figure 14) Discount Timing option. A Flash Sale begins immediately after the promotion is created and ends at the hour you specify. 

Image31.PNG
Figure 14 – Discount Timing - Flash Sale

Recurrence – is the most complex Discount Timing option (Figure 15).

a. Specify the Start Date and End Date of the promotion.

b. You can choose No End Date and edit it later to close the campaign.

c. Recurring on allows you to choose the days of the week on which the sale will occur.

Image32.PNG

Figure 15 – Discount Timing - Recurrence

Scheduled – gives you the ability to plan promotions ahead for special case sales (Figure 16).

a. Specify a Start Date and End Date for the sale.

b. Specify a Start Time and End Time.

c. If you select the Has No End Date checkbox, the sale will continue indefinitely. Later, you can select a date and time for the promotion to end.

Image33.PNG

Figure 16 – Discount Timing - Scheduled

 

Finish Creating the Promotion

  1. Click the blue Create button on the bottom of the third page. ADM will display a confirmation message (Figure 17). 

Image34.PNG

Figure 17 – Promotion Details Confirmation message

 

Editing Promotions

After a promotion is created, if the promotion has not expired, you can edit the details by clicking on the line you would like to edit in the Promotions List screen. The name of the promotion will be shown under Display Name in the Overall Promotions Table (Figure 1).

Image35.PNG

Figure 1 – Overall Promotions Table – Promotions List screen

  1. Click on the line you would like to edit. The Edit Promotion screen displays with Enter Promotion Basics selected by default.

Image36.PNG

Figure 2 – Editing Promotion Status

  1. Select the checkbox for Active or Expired to edit the promotion’s status (Figure 2).

Image37.PNG

  Figure 3 – Filters for this promotion

3. Click Next. The middle tab Choose Promotion Filters displays (Figure 3).

4. Make the desired changes.

5. Click Next. The right tab Promotion Details displays (Figure 4).

Image38.PNG

Figure 4 – Promotion Details

6. Make the desired changes.

  1. Click the blue Update button at the bottom left of screen to save the edits to your promotion. ADM will display a confirmation message (Figure 5). 

Image39.PNG 

Figure 5 – Promotion Details Confirmation message

 

Copying Promotions

 You can copy any promotions and create a new promotion even if it has expired. 

  1. Click on the promotion you would like to copy in the Overall Promotions Table in the Promotions List screen. The Edit Promotion screen displays with Enter Promotion Basics selected by default.

  2. Click the Copy Promotion button in the top right corner of any existing promotion (Figure 1). This copies the existing promotion.

Image40.PNG

Figure 1 – Copy button

  1. Rename the promotion in the Promotion Setup Alert window (Figure 2) and save it under a new name.
    Image41.PNG

Figure 2 – Renaming the promotion you copied

4. Click Continue. The Edit Promotion screen displays again with Enter Promotion Basics selected.

5. Make your desired changes in this screen and screens two and three.

6. Click the blue Create button at the bottom left of the screen to create your new promotion.

 

Bundling Promotions

The V5 MicroMarket has a new bundling functionality that enables individual products or whole product categories to be included in a bundle. If consumers purchase all the items in the bundle, they will get a discount. Consumers will receive real-time, on-screen feedback when they have met the bundle requirements. Bundling is a great way to influence consumer purchasing behavior and can be used to draw consumers into the market for these special discounts

To create a bundling promotion:

  1. Enter your User Name and Password.

  2. Click the Admin tab (Figure 1) on their menu bar in ADM. A drop-down menu will display a list of options.

Image42.PNG

Figure 1 – Admin tab

  1. Select Promotions. The Promotion List screen will display. 

  2. You can search by (Figure 2):
    • Search(description)
    • Date Range
    • Locations
    • Status
    • Promo Type (On Air and Tender Discount).

Image43.PNG

Figure 2 – Overall Promotions Table

 

Location Specific Bundled Promotions

To open a promotion for a specific location:

  1. Click the Locations tab on the ADM main menu bar.

  2. Click on a Location. The Locations Summary screen for that location will display (Figure 1).

Image44.PNG

Figure 1 – Location Summary screen

  1. Scroll to the table at the bottom of the screen and click the Promotions tab. The location’s past, present, and future promotions will be listed (Figure 2). You can edit these promotions by clicking on them, unless they are marked as “Expired”.

Image45.PNG
Figure 2 – Promotions at a specific location

 

Creating a Bundling Promotion

4. Click the blue Create Promotion button. The Create Promotion - Bundle screen displays (Figure 3).

Image46.PNG

Figure 3 – Create Promotion screen

There are three tabs across the top that are used to create promotions:

mceclip11.png

5. The tab at the top left, Enter Promotion Basics, is displayed by default.

6. Select Bundled from the Promotion Type drop-down menu.

7. Enter a unique name for the promotion in the Promotion Name field

8. Enter the Display Name. It can, but does not have to, be the same as the Promotion Name.

9. Click Next. The middle tab Choose Promotion Filters displays (Figure 4).

10. Click Add Filter. A drop-down menu displays a list of multiple filters.

Image47.PNG

Figure 4 – Filter Selected Kiosks

11. If you select multiple filters, those additionally filtered results (Figure 5) will be included. Applying these filters, determines which kiosks will be used for the Bundled sale.

Image48.PNG

Figure 5 – Example of Multiple Filters Applied

12. Click Next. The right tab Promotion Details displays (Figure 6).

Image49.PNG

Figure 6 – Promotion Details initial startup

 

Details

You can create a Bundle Promotion by either Item(s) (Figure 7) or Category(s) (Figure 8).

Image50.PNG

Figure 7 – Build bundle by Item

Image51.PNG

Figure 8 – Build bundle by Category

  1. The Transaction Minimum allows you to set a minimum amount of currency required for each transaction for the promotion that you are creating (Figure 9). (Not a required field.)

Image52.PNG

Figure 9 – Transaction Minimum

  1. The Limit to per transaction allows you to place a limit on the amount of times the bundle discount will be applied to each transaction (Figure 10). Click the Promo Restrictions checkbox for the Limit to per transaction field to display.

Image53.PNG

Figure 10 – Limit to per transaction

 

Pricing

You can set the quantity and pricing for items to be included in the Bundle Promotion. The image below on the left shows the total price without the Bundle discount applied in the Regular Price Total (Figure 11). The image below on the right shows a Category, SNACK_MRKT, with the price range of food items ($0.99 - $2.39) associated in with Category (Figure 14).

Image54.PNG

Figure 11 – Single price item and price range for Category


There are two pricing options:

  • Bundle Price – Set the Bundle Price on the bundle to meet your criteria (Figure 12).

Image55.PNG

Figure 12 – Bundle Price

  • Discount Amount – You can choose Discount Amount, which also gives you the option to apply the remaining discount to the overall transaction (Figure 13).

Image56.PNG

Figure 13 – Discount Amount

 

Times

The Discount Timing drop-down menu under Times offers three options that you can apply to the promotion:

    1. Flash Sale

    2. Recurrence

    3. Scheduled

Flash Sale – is the easiest to create but is also the least customizable (Figure 14). A Flash Sale begins immediately after the promotion is created and ends at the hour you specify.

Image57.PNG

Figure 14 – Discount Timing - Flash Sale

Recurrence – is the most complex Discount Timing Schedule (Figure 15).

      • Specify the Start Date and End Date of the promotion.
      • You can choose No End Date and edit it later to close the campaign.
      • Recurring on allows you to choose the days of the week in which the sale will occur.

Image58.PNG

Figure 15 – Discount Timing - Recurrence

Scheduled – gives you the ability to plan promotions ahead for special case sales (Figure 16).

      • Specify a Start Date and End Date for the sale.
      • Specify a Start Time and End Time.
      • If you select the Has No End Date checkbox, the sale will continue indefinitely. Later, you can select a date and time for the promotion to end.

Image59.PNG

Figure 16 – Discount Timing - Scheduled

 

Finish Creating the Promotion

Click the blue Create button on the bottom of the third page. ADM will display a confirmation message (Figure 17).

Image60.PNG

Figure 17 – Promotion Details Confirmation message

 

Editing Promotions

After a promotion is created, if the promotion has not expired, you can edit the details by clicking on the line you would like to edit in the Promotions List screen. The name of the promotion will be shown under Display Name in the Overall Promotions Table (Figure 1).

Image61.PNG

Figure 1 – Overall Promotions Table – Promotions List screen

  1. Click on the line you would like to edit. The Edit Promotion screen displays with Enter Promotion Basics selected by default.

Image62.PNG

Figure 2 – Editing Promotion Status

  1. Select the checkbox for Active or Expired to edit the promotion’s status (Figure 2).

  2. Click on End Promotion Now if you want to end the current promotion immediately. Even after you end the promotion, you can still edit everything you originally setup including the dates and times of the promotion and the discounts you applied.

  3. Click Next. The middle tab Choose Promotion Filters displays (Figure 3)

Image63.PNG

Figure 3 – Filters for this promotion

  1. Make the desired changes.

  2. Click Next. The right tab Promotion Details displays (Figure 4).

Image64.PNG

Figure 4 – Promotion Details

  1. Make the desired changes.

  2. Click the blue Update button at the bottom left of screen to save the edits to your promotion. ADM will display a confirmation message (Figure 5). 

Image65.PNG

Figure 5 – Promotion Details Confirmation message

 

Copying Promotions

You can copy any promotions and create a new promotion even if it has expired. 

  1. Click on the promotion you would like to copy in the Overall Promotions Table in the Promotions List screen. The Edit Promotion screen displays with Enter Promotion Basics selected by default.

  2. Click the Copy Promotion button in the top right corner of any existing promotion (Figure 1). This copies the existing promotion.

Image66.PNG

Figure 1 – Copy button

  1. Rename the promotion in the Promotion Setup Alert window (Figure 2) and save it under a new name.

Image67.PNG

Figure 2 – Renaming the promotion you copied

4. Click Continue. The Edit Promotion screen displays again with Enter Promotion Basics selected.

5. Make your desired changes in this screen and screens 2 and 3.

6. Click the blue Create button at the bottom left of the screen 3 to create your new promotion.

 

ADM Promotions FAQ

General FAQ

What types of ADM  promotions do we offer?

365 offers three types of ADM promotions:

  • Tender discount
  • On-screen discount
  • Bundled discount

The Tender discount promotions can be customized with many different features to make the promotions very flexible. Not only can you specify if the discount applies to line items individually or the entire transaction, but you can also choose to apply the discount as a percentage or dollar amount.

The On-Screen discount is a product-based discount. It allows for discounts of specific products or product categories without any action required by the consumer. It works very well for influencing purchasing behavior.

The Bundled discount is our latest promotion type. It allows operators to offer discounts on unique product combinations and BOGO promotions. It gives you the most diversified set of uses which allows you to fully customize the promotion.

 

Who can create, edit, and remove promotions?

Operators for Orgs and Locations that have promotions enabled in ADM can create, edit, and remove or expire promotions.

 

Who can redeem a promotion?

A consumer, who is purchasing an item at a device in a market that has one or more promotions running, can redeem a promotion.

 

Why should you as an Operator use promotions?

Promotions are a great way to:

  • Incentivize customers to purchase slow moving items in an inventory.
  • Help clear out a product that will soon expire.
  • Raise awareness to new and exciting products in a market.

 

Can a promotion be set for specific time ranges?

Yes, you can determine the exact start and end time of a promotion. If Recurring is selected, you can select the day(s) on which you would like it to occur.

 

Can a promotion be turned off before its end date?

Yes, to do so follow these steps:

  1. Click into the promotion screen.

  2. Click the red button that says End Promotion Now.

 

Can I duplicate an existing or expired promotion that I ran?

Yes, to do so follow these steps:

  1. Click into a running or expired promotion.

  2. Click the Copy Promotion button in the top right corner.  

  3. Give the promotion a new name.

  4. You can retain all previous settings or change them to better fit your new promotion.

 

If I am in the process of creating a new promotion and I close my window, will my progress and settings be saved?

No, if the browser window is exited or you navigate away from the promotions screen, the progress and information of the promotion you were creating will not be saved. You must begin the process again.

 

What is a Promotion Analysis?

It is a report that allows you to view the promotion redemptions, that are shown either by Promotion or by Location. You can view a Promotion Analysis Report in the Reports section. You may export this report to Excel for your convenience.

 

Promotion Basics FAQ

Can I give two promotions the same name?

No, the Promotion Name must be unique and cannot be used again.

 

Can I use the same promotion for more than one Tender Type?

Yes, in the Details section of a Promotion Creation you can select any combination of Tender Type(s). However, if a Tender Type is already being used in an Active promotion, you cannot create another with the same Tender Type to run during the overlapping time and with the same filter criteria selected.

 

How many promotions can be running at one time?

You can have up to three unique promotions running at the same time for each ‘Tender Type’ (cash, account, credit card) with the same filtered criteria. However, you cannot run more than one tender type promotion during the same time for the same filtered criteria. The filter criteria can create very flexible promotions, which may affect your ability to run more than three promotions at the same time.

 

Promotion Details FAQ

What does Tender Type mean?

There are three Tender Types:

  • Account – The promotion will be applied when a customer uses their Stored Value Account as their form of payment for their transaction.
  • Cash – The promotion will be applied when a customer uses cash as their form of payment for their transaction.
  • Credit – The promotion will be applied when a customer uses credit as their form of payment for their transaction.

Note: One, several or all Tender Types can be selected for a single promotion.

 

What are the Discount Types?

There are two Discount Types:

  • Percentage – This will calculate the specified percentage for the discount to be applied on either the transaction total or by each line item.
  • Amount – This will provide the specified dollar amount for the discount to be applied on either the transaction total or by each line item.

 

What is the difference between the “Apply Discount To” options?

  • Each Line Item – The discount will be applied to each line item in a transaction.
  • Overall Transaction – The discount will be applied to the transaction as a whole (subtotal).

 

What is Transaction Minimum?

  • It is the minimum dollar amount that the consumer’s transaction must meet before the promotion becomes valid and can be applied to their transaction.

Note: Setting a Transaction Minimum is not required.

 

Times FAQ

What is Discount Timing?

There are three types of Discount Timing:

  • Scheduled – Scheduled Discount Timing is determined by a start date and time. It can have an end date and time or run indefinitely.
  • Recurrence – Recurrence Discount Timing allows you to have a promotion run on specific days of a week. The beginning of the recurrence requires a start date and time. The end date and time can be set or run indefinitely.
  • Flash Sale – Flash Discount Timing will run from the creation time of the promotion for a specified duration. It has a minimum of one hour and a maximum of 24 hours.

 

Promotion Filters FAQ

What are promotion filters?

Filtering allows you to control exactly where a promotion will be delivered, making it extremely flexible. There are multiple filter criteria that you can apply to your promotion based on the six options listed below. You can choose more than one filter to determine the application of the specific promotion. Any combination of these criteria can be used to deliver your promotional message to the right audience.

  • City
  • Device
  • Location
  • Org
  • State
  • Zip

You can create promotions with very specific intentions. If a specific location has an item that will expire soon and needs to be discounted, you can easily narrow down the promotion to effect only one location, and only one type of device in that location.