Scope
These instructions apply to Mobile campaigns only. They explain the discount configuration options shown in the screenshot and the subsequent Select Locations and Upload Images steps.
1. Overall Campaign Flow
| Step | Page / Decision | Instruction |
| 1 | Select Mobile | Choose Mobile as the campaign channel. |
| 2A | No discount path | If no discount/other is selected, continue directly to Select Locations. |
| 2B | Mobile discount path | If Mobile discount is selected, complete the required discount configuration before continuing to Select Locations. |
| 3 | Select Locations | Choose the locations/devices where the campaign should be available. Use the table, search, or upload file option as needed. |
| 4 | Upload Images | Upload the Mobile Carousel Page image using the required specifications: 600 x 500, 512Kb max. |
| 5 | Submit Campaign | After locations and images are complete, review the authorization language, check the authorization box, and submit the campaign. |
Screen reference: Mobile channel and Mobile discount selection
2. Discount Decision
Decision point
If the campaign does not need a discount, select No discount/other and continue to Select Locations. If the campaign uses a Mobile discount, complete Goal Settings and Redemption Settings before continuing.
| Selection | Required setup | Next step |
| No discount/other | No discount setup is required. | Go directly to Select Locations. |
| Mobile discount | Complete the necessary Goal Settings, Redemption Settings, discounted products, and discount type. | Continue to Select Locations only after the discount setup is complete. |
3. Goal Settings
Purpose: Goal Settings define what the user must purchase to qualify for the discount. No discount is applied to goal purchases.
| Goal setting | How to use it |
| Prerequisite Products | Defines the product(s) the user must purchase to unlock the deal. Products are selected from the uploaded product list. |
| Remove this step | Use this option to skip prerequisite products when a qualifying purchase goal is not needed. |
| Goal Type: Quantity | Requires the user to purchase a specified number of prerequisite products. |
| Goal Type: Amount Spent | Requires the user to spend a specified dollar amount on prerequisite products. |
The screenshot below shows the Format Discount configuration area, including Prerequisite Products, Goal Type, Discounted Products, Auto Claim, and Discount Offered options.
Screen reference: Devices page when Mobile Discount is selected
Client note
The prerequisite products goal is optional. If the campaign does not need a qualifying purchase requirement, select Remove this step. This removes the goal requirement, so the user does not need to define prerequisite products, quantity, or amount spent. The campaign setup will continue with Discounted Products, Auto Claim, and Discount Offered.
4. Redemption Settings
Purpose: Redemption Settings define the discount the user receives on their next qualifying purchase after meeting the goal.
| Redemption setting | How it works |
| Discounted Products | Select the product(s) that are eligible to receive the discount. The discount applies to these redemption products, not to the goal purchases. |
| Auto Claim | When enabled, the deal does not need to be manually claimed by the user in order to be redeemed. |
| Purchase price cap | The discount is capped at the redeeming product’s purchase price. |
Example
If Amount Off is $2.00 but the redeeming product costs $1.00, the user receives $1.00 back. The discount does not exceed the purchase price of the redeeming product.
5. Available Mobile Discount Options
| Discount option | Description |
| Percentage Discounted | Applies a percentage discount to the redeeming product, such as 10% off. |
| Dollar Amount Discounted | Applies a fixed dollar amount off the redeeming product, such as $2.00 off. |
| Fixed Dollar Amount | Sets the redeeming product to a specific final price. |
| Free | Makes the redeeming product free. |
6. Important Same-Transaction Limitation
Important limitation
Mobile discounts cannot currently be restricted strictly to the same transaction through the client-facing configuration screen.
| Item | Detail |
| Example scenario | A campaign is configured as: buy 1 product from this UPC list and get $2.00 off. |
| Limitation | The client cannot configure the discount so that redemption must occur only within that same transaction. |
| Support-assisted workaround | A very short deal duration, such as 1 minute, can be used to mimic a same-transaction experience. |
| Client access | The X-minute duration restriction is not available for clients to configure directly. |
| Required action | The client should contact Support if they need this short-duration setup. |
7. Select Locations
When this page appears: The user reaches Select Locations immediately after choosing No discount/other, or after completing all required Mobile discount fields.
Screen reference: Locations page
| Area | Instruction |
| Map | Use the map as a location reference. The percentage indicates how many available locations have been selected. |
| Available Devices table | Select the locations/devices where the campaign should be available. |
| Search | Use search to find a specific device or location. |
| Upload File | Upload a file to select locations in bulk, if applicable. |
| Download CSV | Download the available device/location list if a template or reference file is needed. |
| Visible columns | The screen shows Serial Number, Location ID, Location Name, Operator Name, Division, and Branch. |
Discount path reminder
If Mobile discount was selected earlier, complete the necessary discount fields before moving to Select Locations. If No discount/other was selected, no discount configuration is required before this step.
8. Upload Images
After selecting locations: Upload the image assets for the campaign, then continue to submit the campaign. You may also upload images in the Devices page.
| Requirement | Instruction |
| Image placement | Mobile Carousel Page / Mobile Deal Image |
| Required dimensions | 600 x 500 / 320 x 320 |
| Maximum file size | 512Kb max, 64Kb max |
| Upload action | Choose Select File and upload the approved campaign image. |
| Comments | Use the Comments field only if additional notes are needed. |
| Next step | Select Next, then submit the campaign. |
Screen reference: Upload Images page and Mobile Carousel Page requirements
9. Submit Campaign
Final step: The submit process is the same whether the campaign uses a Mobile discount or No discount/other. Both paths converge after Select Locations and Upload Images.
Path reminder
Whether the client selected Mobile discount or No discount/other, the final sequence is: Select Locations, Upload Images, then Submit Campaign.
Screen reference: Submit Campaign authorization and Submit button