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Free Item Offer

Use a free item offer to gift an item to your members.

Examples

  • Free ice cream cone for your birthday
    Show your appreciation, build loyalty and retain existing members by giving them an incentive to return to your business during their birthday month.

  • Free item with $100 or more purchase
    Increase member spend by encouraging them to spend more to redeem the free item.

  • Free item with qualifying item purchase
    Drive members to try new items or sell excess inventory to make room for new products.

Things to Know

  • The default setting is to discount the lowest valued item in the purchase. For example, if you have one $10 item and one $8 item, the $8 item will be discounted. You can configure this to be the highest valued qualifying item by turning off the Make Offer Lowest Value setting.

  • A Free Item offer requires an Item Group to be configured. In this case, the member must have at least 1 of the items from the group in their cart for the offer to be redeemed.

  • Your Item Group file must be formatted with the proper format for the offer to work properly. Learn to format your item group.


Format Your Item Group

Formatting Rules

Download the sample item group for reference.

  • Headers should always be present in row 1.

  • The item name (item_name) is required and must be exactly as they will appear in the receipts or how it will be passed through your 3rd-party point-of-sale (POS) or e-commerce integration.

  • The quantity (quantity) value is always “1”. If the quantity value is left empty, the value will be defaulted to “1”.

  • The adjusted cost (adjusted_cost) must be left blank

item_name

quantity

adjusted_cost

Meatball Sub

1

 

Roast Beef Sub

1

 

Grilled Portabello Sub

1

 


Create a Free Item Offer

  1. Navigate to Campaigns / Create.

  2. Choose your Automation and click Next Step.

  3. Choose the Offer action.
    Notes: some automation will automatically navigate you to the offer setup when no other action options are available.

  4. Choose Free Item as your Offer Type.

  5. Define your offer parameters.
    See Offer Configuration Options for details on how to configure your offers.
    Notes: the campaign builder will determine for you which fields are required and options for your offer type selection. Enter all required fields displayed.

    1. When asked to select your Qualifying Items Group, select your prepared item group which includes the item they must purchase as their first item.

    2. When asked to select your Rewards Items Group, select your prepared item group which includes the item they must have in their cart to redeem as the second free item.

  6. Click Next Step.

  7. Set your target audience.
    Notes: the audience step is only relevant for Date & Time and Recurring automation types. All other automation types are triggered based on when the member meets the event criteria.

    1. To target all members, leave the audience Segment OFF.

    2. To target a specific audience, turn Segment ON. Select an existing audience or create a new audience within the builder.

  8. Click Next Step.

  9. Enter a unique Campaign Name for your internal reference.

  10. Schedule your campaign Start Date and time.

  11. (Optional) Schedule your campaign End Date and time. If this is not defined, you campaign will be ongoing with no end date.

  12. Review your campaign details and click on Schedule to create your new campaign.

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