Item Groups

An Item Group is a collection of items used to define which items members must purchase to qualify for an offer and which items they can receive as rewards. It is required for all item-based offers. While an item is typically a product, it can also be a service or discount. Items in an Item Group are identified by either their name (Item Label) or a unique code (Item ID).

Redemption Process

When a member attempts to redeem an offer (for item-based rewards), their order is checked against the Item Group. The validation process ensures that the items in the order match those listed in the Item Group, either by name or ID.

If all offer conditions are met, the associated discount is calculated and returned to the Partner Ordering Platform to be applied to the order. However, if the order doesn’t meet the required conditions, an error is triggered, preventing the offer from being redeemed.

This workflow may vary slightly depending on the integration type. For details specific to your integration, please contact your Customer Success Manager.

How it Works

When you’re creating an offer, all item based offers will require Item Group(s) to identify which items qualify for the offer:

• Discount ( $ ) on an item

• Discount ( % ) on an item

• Free Items

• BOGO

• Price Adjustments

• Multiply Points on every qualifying items, or on the subtotal after at least 1 qualifying item is in the basket

For specific use cases, see Example Offers & Item Groups. For instructions on creating and managing item groups, see Manage Item Groups.

Things to Know

• You must have Admin or Marketing Manager permissions to manage your Item Groups.

• Always follow the Item Formatting Guidelines on how to upload your items and manage your Item Groups.

• If you are using an Item ID or Label which maps to multiple items in your POS system, it is possible for a member to buy any item associated with the Item ID or Label to qualify for the offer. If you want to qualify a single item, the Item ID or Label must be unique.

• Item Groups are required when creating offers with item-level qualifying rules. Items included in an offer’s Item Group will override any exclusions set at the program level (see Manage Your Item Qualifiers).
  For example, if cookies are excluded from earning points at the account level but included in the offer’s Item Group, cookies will qualify for that offer.

• For item-level multiple points offers, program-level item exclusions still apply (see Manage Your Item Qualifiers). This means base points will not be issued for excluded items—but bonus points will still be awarded.
  Example: A double points offer on cookies would normally earn 6 points (3 base + 3 bonus). If cookies are excluded at the program level, the member will only receive the 3 bonus points.
  To the member, this appears as a regular points earn. This setup is useful when you want to override exclusions for a special promotion.

  • Notes:

    • If the offer is created using a Purchase Item campaign, the bonus points will appear as a single, regular-looking earn in the Member Portal and the Dashboard’s Member View.

    • For all other campaign types using a Multiply Points offer, the bonus points will appear as a separate row showing the offer points earned (e.g., on the cookie purchase).

• The discount calculation depends on the cost of the qualifying item(s) and other configured offer rules — such as Make Offer Lowest Value or Sum Parent Modifier Qualifying Items.
  For example, if an offer gives 50% off the lowest-priced qualifying item and the member purchases a salad for $8 and a side for $4, the $4 side would receive the 50% discount.