Purpose
The promotions feature is great for influencing customer purchasing behavior, and can be used strategically to drive product sales and increased revenue.
Promotions can be created for every location and organization you have access to. All promotional types share similar core functionality, but can vary in implementation. The purpose of this guide is to describe the various promotion types and show you how to set up and manage each of them in ADM.
You can use this feature with the product fees feature. To learn more, see the article ADM - Product Fee - Operator Guide.
Request This Feature
This feature is not turned on by default. Please contact 365Support via live chat, at (888) 365-6282 or support@365smartshop.com to have this feature enabled.
Users must have ADM credentials, and have Promotion permissions. Contact your management team if you do not have access, and see the article ADM - How to Create User Accounts for more information on adjusting user permissions.
Process
Creating a Promotion
- Log in to ADM.
- Click the Admin tab on the menu bar in ADM, then select the Promotions option from the resulting drop-down menu.
- The Promotion List screen will now appear. Select the blue Create New button in the upper right corner.
- The Create Promotion screen will now display. Select the Promotion Type you would like to use, then enter a unique name for the Promotion Name.
Depending on the type of promotion you selected, you may also be required to enter a Display Name. This is the name that customers will see on the kiosk, and can be the same or different from the Promotion name.
When you have finished naming your promotion, select the Next button. - The Promotion Filters tabs will display. These tabs allow you to select the Org(s) and Location(s) you would like the promotion to apply to. Optionally, you can select the Hardware type(s) you would like the promotion to apply to at the selected location(s). Applying these filters will determine which kiosks can make use of the promotion.
- The Promotion Details tab will now display. Select the name of the Promotion Type in the article below to learn more the details each one requires.
Tender Discount - based on the payment method consumers use to pay their transactions. Click here to learn more about tender discounts.
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Tender Type(s): options include Account (i.e. GMA account), Premium Payment, Cash (ReadyTouch Cashier mode only), or Credit card.
- One, several, or all Tender Types can be selected for a single promotion. However, you cannot run more than one tender type promotion at the same time with the same criteria.
- One, several, or all Tender Types can be selected for a single promotion. However, you cannot run more than one tender type promotion at the same time with the same criteria.
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Discount Type: Discount by dollar amount or percentage off
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Apply Discount To: Apply the discount to line items or the overall transaction
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Transaction Minimum $: Minimum amount for promotion to apply (not required)
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Discount Timing:
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Flash Sale: A Flash Sale begins immediately after the promotion is created and ends after the number of hours you specify. It has a minimum of one hour and a maximum of 24 hours.
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Scheduled: Schedule a promotion that reoccurs at the same time every day of the week. It can have an end date, or it can run indefinitely.
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Recurrence: Schedule a promotion that reoccurs at the same time of day on different days of the week. It can have an end date, or it can run indefinitely.
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Flash Sale: A Flash Sale begins immediately after the promotion is created and ends after the number of hours you specify. It has a minimum of one hour and a maximum of 24 hours.
On-Screen Promotion - discounts certain items or categories of items. Multiple on-screen promotions can be used at once, but an item or category can only be in one on-screen promo at a time. Click here to learn more on-screen promotions.
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Discount By:
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Item: Displays an additional ltem(s) field. You can choose specific items, or you can select All Items. Set the number of times this promotion can be applied in the Promo Restrictions field (see below).
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Category: Displays an additional Category(s) field. You can choose specific categories (example: beverages), or you can select All Categories. Set the number of times this promotion can be applied in the Promo Restrictions field (see below).
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Item: Displays an additional ltem(s) field. You can choose specific items, or you can select All Items. Set the number of times this promotion can be applied in the Promo Restrictions field (see below).
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Discount Type: Discount by dollar amount or percentage off.
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Transaction Minimum $: Minimum amount for promotion to apply (not required).
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Promo Restrictions: As mentioned in the Discount By sections above, this determines the set the number of times this promotion can be applied to the same transaction.
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Discount Timing:
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Flash Sale: A Flash Sale begins immediately after the promotion is created and ends after the number of hours you specify. It has a minimum of one hour and a maximum of 24 hours.
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Scheduled: Schedule a promotion that reoccurs at the same time every day of the week. It can have an end date, or it can run indefinitely.
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Recurrence: Schedule a promotion that reoccurs at the same time of day on different days of the week. It can have an end date, or it can run indefinitely.
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Flash Sale: A Flash Sale begins immediately after the promotion is created and ends after the number of hours you specify. It has a minimum of one hour and a maximum of 24 hours.
Bundle Promotion - allows you to group individual products, whole product categories, or a mix of both, into a bundle. When consumers purchase all items in the bundle, they get a discount. Click here to learn more bundle promotions.
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Build Bundle: Choose if the bundle should apply to Items, Categories, or Groups (combination of Items and Categories). A customer must choose a product from each of "Items," "Categories," or "Groups" to receive the discount.
Examples:
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Items: "Buy 1 snickers bar and 1 apple, get $1 off"
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Categories: "Buy any kind of candy and any kind of drink, get $2 off"
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Groups: "Buy 1 Snickers bar and one drink of any kind, get $3 off"
Choose the number of products the customer must purchase of each Item, Cateogry, or Group in the Quantity box.
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Items: "Buy 1 snickers bar and 1 apple, get $1 off"
- Transaction Minimum $: Minimum amount for promotion to apply (not required).
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Promo Restrictions: Set the number of times this promotion can be applied to the same transaction.
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Pricing: This section allows you to set the quantity of products needed for the promotion to qualify in the Qty fields and the Bundle Price or Discount Amount.
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Bundle Price: Set the total price of the bundle. Example: Chips and a drink for $2.
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Discount Amount: Discount the bundle by a specific price. Example: $1 off your chips and drink combo. A checkbox determines if your customers can apply any remaining discount amount to the rest of their order.
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Bundle Price: Set the total price of the bundle. Example: Chips and a drink for $2.
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Discount Timing:
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Flash Sale: A Flash Sale begins immediately after the promotion is created and ends after the number of hours you specify. It has a minimum of one hour and a maximum of 24 hours.
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Scheduled: Schedule a promotion that reoccurs at the same time every day of the week. It can have an end date, or it can run indefinitely.
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Recurrence: Schedule a promotion that reoccurs at the same time of day on different days of the week. It can have an end date, or it can run indefinitely.
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Flash Sale: A Flash Sale begins immediately after the promotion is created and ends after the number of hours you specify. It has a minimum of one hour and a maximum of 24 hours.
Nutrition Discount Promotion - discounts based on calorie nutritional information. Click here to learn more about nutrition discounts.
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Discount By:
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Item: Displays an additional ltem(s) field. You can choose specific items, or you can select All Items. Set the number of times this promotion can be applied in the Promo Restrictions field (see below)
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Category: Displays an additional Category(s) field. You can choose specific categories (example: beverages), or you can select All Categories. Set the number of times this promotion can be applied in the Promo Restrictions field (see below).
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Item: Displays an additional ltem(s) field. You can choose specific items, or you can select All Items. Set the number of times this promotion can be applied in the Promo Restrictions field (see below)
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Discount Type: Discount by dollar amount or percentage off
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Nutrition Condition: Options are Calories,, Color, and Caloric Density.
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Calories
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Calorie Range Min (required): The minimum number of calories that the promotion can apply to.
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Calorie Range Max (required): The maximum number of calories that the promotion can apply to. Must be equal to or greater than the Condition Min Cal value.
The number of calories for a particular product is set at the Product Level in ADM on the Product Summary page using the Calories field. -
Color Display: Visual Indicator applied to Promotion items. Denotes which color indicator will show up next to the Promotion items on-screen. Can be set to Green, Yellow, Red, or None.
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Color
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Color: Set the Nutrition Discount to apply to all products of a particular color (Green, Yellow, or Red).
These color designations can be set to refer to different calorie ranges in ADM under Admin -> DNA using the DNA Operator Guide.
Colors can also be set at the Product Level in ADM on the Product Summary page using the color override field. This can be used to manually force a product into a particular color designation. If DNA is enabled, it would also override the color it would fall under with DNA calorie range.
- Caloric Density
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Calorie Density Min (required): The minimum number of calorie density that the promotion can apply to.
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Calorie Density Max (reqiured): The maximum number of calorie density that the promotion can apply to. Must be equal to or greater than the Condition Min Cal Density value.
The Calorie Density for a particular product is set at the Product Level in ADM on the Product Summary Page using the Caloric Density field. -
Color Display: Visual Indicator applied to Promotion items. Denotes which color will show up next to the Promotion items on-screen. Can be set to Green, Yellow, Red, or None.
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Transaction Minimum $: Minimum amount for promotion to apply (not required)
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Promo Restrictions: As mentioned in the Discount By sections above, this determines the set the number of times this promotion can be applied to the same transaction
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Discount Timing:
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Flash Sale: A Flash Sale begins immediately after the promotion is created and ends after the number of hours you specify. It has a minimum of one hour and a maximum of 24 hours.
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Scheduled: Schedule a promotion that reoccurs at the same time every day of the week. It can have an end date, or it can run indefinitely.
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Recurrence: Schedule a promotion that reoccurs at the same time of day on different days of the week. It can have an end date, or it can run indefinitely.
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Flash Sale: A Flash Sale begins immediately after the promotion is created and ends after the number of hours you specify. It has a minimum of one hour and a maximum of 24 hours.
After Tax Promotion - Flat discount applied after Tax calculations. Click here to learn more After Tax Promotion.
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Discount Type: options include Amount or Percentage.
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Discount Amount $: Discount to be applied in $ if not a percentage.
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Transaction Minimum $: Minimum amount for promotion to apply (not required).
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Promo Restrictions: Allows for 1-per transaction limits.
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Discount Timing:
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Flash Sale: A Flash Sale begins immediately after the promotion is created and ends after the number of hours you specify. It has a minimum of one hour and a maximum of 24 hours.
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Scheduled: Schedule a promotion that reoccurs at the same time every day of the week. It can have an end date, or it can run indefinitely.
-
Recurrence: Schedule a promotion that reoccurs at the same time of day on different days of the week. It can have an end date, or it can run indefinitely.
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Flash Sale: A Flash Sale begins immediately after the promotion is created and ends after the number of hours you specify. It has a minimum of one hour and a maximum of 24 hours.
- Now that you have filled out the information for your particular type of promotion, click the blue Create button on the bottom left.
- Tender promotion restrictions may also be added onto any other type of promotion. E.g. A Bundle promotion for Chips and a Drink while only paying with account.
- Select the "Select Tenders Only" check box to bring up the menu allowing tender type restrictions.
- Tender promotion restrictions may also be added onto any other type of promotion. E.g. A Bundle promotion for Chips and a Drink while only paying with account.
- ADM will display a confirmation message, informing you that the promotion has been submitted. Click OK to close the message.
- The promotion will now be added to the processing queue.
Promotions Queue
Once ADM is ready to process the promotion, you will receive an email informing you of the promotion status. If the promotion was created successfully, the promotion is now in effect and no further action is needed. If the promotion was not created successfully, it must be updated or canceled.
You can view the status of your promotion at any time by navigating to the Promotions List screen. Any promotion that is unsuccessful will show details on the conflicts that are preventing it from processing.
View and Edit Promotions
You can view/edit promotions at either the organization level or at the location level.
View and Edit at Organization Level
- Log in to ADM.
- Click the Admin tab on the menu bar in ADM, then select the Promotions option. The Promotion List screen will display.
- By default, all submitted and processed promotions will show for any organizations/locations you have access to. You can filter this search by Date Range, Locations, Status, and/or Promo Type. You can click the plus sign to the left of a promotion name and it will display the organizations the promotion is applied to. If you click the plus sign to the left of the Org name, it will display the locations the promotion is applied to within the specific organization.
- By default, all submitted and processed promotions will show for any organizations/locations you have access to. You can filter this search by Date Range, Locations, Status, and/or Promo Type. You can click the plus sign to the left of a promotion name and it will display the organizations the promotion is applied to. If you click the plus sign to the left of the Org name, it will display the locations the promotion is applied to within the specific organization.
- To edit a promotion, double-click the promotion name. The Edit Promotion screen will display. You can go through the different tabs on this screen to edit the promotion accordingly. You can also end the promotion manually from this screen.
NOTE: Expired promotions cannot be edited.
View and Edit at Location Level
- Log in to ADM.
- Click the Location tab on the menu bar in ADM, then select the desired location. The Location Summary screen will display.
- Scroll to the table at the bottom of the screen and click the Promotions tab.
- By default, all active promotions will show for the location. You can filter this using the Status drop-down and you can sort by clicking on the column headers or using the Search field on the right.
- By default, all active promotions will show for the location. You can filter this using the Status drop-down and you can sort by clicking on the column headers or using the Search field on the right.
- To edit a promotion, double-click the promotion name. The Edit Promotion screen will display. You can go through the different tabs on this screen to edit the promotion accordingly. You can also end the promotion manually from this screen.
NOTE: Expired promotions cannot be edited.
Copying Promotions
You can copy any existing promotions (scheduled, active, or expired) to create a new promotion with the same criteria and edit as needed.
- Log in to ADM.
- Access the promotion you would like to copy from either Admin > Promotions or Location Summary > Promotions tab.
- Double-click on the promotion you would like to copy. The Edit Promotion screen will display.
- Click the Copy Promotion button in the top right corner of the existing promotion.
- Rename the promotion in the Promotion Setup Alert window, then click CONTINUE.
- The Create Promotion screen will display. Make your desired changes on the Promotion Filters tabs, as well as the Promotion Details tab.
- Click the blue Create button at the bottom left of the screen to create your new promotion.
Unlockable Promotions
The Unlockable Promotions feature in ADM allows you to choose which consumers can receive which promotions. Consumer roles can be linked to a promotion, meaning they need to scan or manually enter a discount code at the kiosk to unlock the promotion.
The Unlockable Promotions feature is a great way to implement an Employee Discount, or other such promotional deals.
Implementing Unlockable Promotions
To start, a consumer role must be created. This will be created by the 365 support team. To create the consumer role, we will need the following information:
- The name of the consumer role
- Card definitions must include the Length field and either the 'Starts With' or 'Ends With' fields to work. Below are their descriptions:
- Starts with - all barcode numbers will start with the same character.
- Ends with - all barcode numbers will end with the same character.
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Length - all barcode numbers must be the same length.
Adding a Consumer Role to a Promotion
After support creates a consumer role, you will then be able to use that role to link to a promotion. A consumer role can be linked to any type of promotion.
- Start by creating a promotion, as described above.
- Next, Choose Role and Device Filter (shown below). Here, you can choose which roles will have access to this promotion.
Once the promotion is activated, only consumers that have a barcode card associated with that consumer role will have access to this promotion. At the checkout screen, the consumers will see a button that will give them the option to select the promotion. After selecting the button, the consumer can then scan their barcoded card or manually input the discount code to apply the promotion.
ADM Walkthrough
You can follow the walkthrough below to practice this process. You may also access the demo in your browser by visiting ADM - Promotions and Unlockable Discounts.
Customizing the Unlockable Promotion Button
The unlockable promotion button on the checkout screen is customizable by 365 Support.
Customer Experience
Your customers will be able to save their unlock discounts to mobile accounts. This means that they will not need to scan or manually type in their discount for every purchase - they will be able to save it for future purchases.
Mobile View: OrderAhead
When using OrderAhead, the customer will have the option to use a discount code by selecting a button stating Have a discount code? Click here!
Selecting this discount button will allow them to scan a discount via a QR code, or they can manually type in the discount code by selecting Manual Entry.
If the discount code is recognized, the discount will then apply to their order.
Alternatively, they can also have a discount code stored in their account for use on future purchases.
Selecting the Use Discount Code button will automatically apply that discount code. However, if the code is expired, changed, etc., the discount code will not be applied. In those cases, the end user can select the Edit Code button. This will allow them to change the code to the correct one, either by manual input or by scanning a QR code.
Mobile View: Scan and Pay
When using Scan and Pay, the end user will have the option to use a discount code by selecting a button stating Have a discount code? Click here!
Selecting this discount button will allow them to scan a discount via a QR code, or they can manually type in the discount code by selecting Manual Entry.
If the discount code is recognized, the discount will then apply to their order.
Alternatively, they can also have a discount code stored in their account for use on future purchases.
Selecting the Use Discount Code button will automatically apply that discount code. However, if the code is expired, changed, etc., the discount code will not be applied. In those cases, the end user can select the Edit Code button. This will allow them to change the code to the correct one, either by manual input or by scanning a QR code.
Kiosk View
FAQ
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, clear out a product that will soon expire, and raise awareness of 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 times 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 the steps in the View/Edit Promotions section of this guide.
Can I duplicate an existing or expired promotion that I ran?
Yes: to do so, follow the steps in the Copying Promotions section of this guide.
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.
Can I give two promotions the same name?
No, the Promotion Name must be unique and cannot be used again.