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Offer Configuration Options

The following are the offer configurations based on the campaign and offer type selections. Not all configuration options are going to be applicable to each offer setup. The Dashboard UI will only request you to enter the relevant configurations based on the offer campaign and offer types you select to create.

Configuration

Description

Available

Define whether the offer can be used in-store or online. Offers that are "in-store" may only be redeemed in-stores. Offers that are "online" may only be redeemed online.

Coupon Print-out/On-Screen Display

This is an operational message that is either printed or displayed to the staff ringing up the Member's order, instructing them to apply the offer to their order before closing the transaction. This applies exclusively to in-store offers and does not include points offers.

Day-Part Limits

Day-part Limits identifies when an offer can be redeemed by the user.

Note: Day-part Limits does not apply to Purchase Items and Purchase total Campaigns, please see Limit Timeframe for these campaign types.

Discount Code

The discount code corresponds to a discount code in your POS system. For online ordering, Spendgo will pass this discount code to the POS for processing. The Discount Code can be overridden when the Discount Code Override value is configured on the store-level. This does not apply for points offer.

See Store Settings for more details.

Earn Points

Earn points defines how points will be earned on a purchase for a Multipy Points offer.

  1. On the basket subtotal - Members earn points based on the sum of all qualifying items in the basket, rounded down.

  2. On every qualifying item - Members earn points for every item in the basket listed in the selected Items Group. Items in the Items Group marked as non-qualifying for points are excluded.

  3. On the basket subtotal with at least 1 qualifying item - Members earn points based on the sum of all qualifying items in the basket, rounded down, as long as at least 1 item in the basket is listed in the selected Items Group.

Ignore Modifiers As Reward

Ignore Modifiers As Reward applies to any item-based offer types – such as a Free Item, BOGO, or Price Adjustment. Enabling it will ignore any modifier line-items (e.g. $0.50 Ranch Dressing) as a qualifying reward item. If you want the offer to be the lowest valued parent-item, you will turn on Ignore Modifiers As Reward and the Make Offer Lowest Value settings.

Example:

  • Parent-item 1: Chopped Salad $8

    • Modifier-item: Add Chicken $2

  • Parent-item 2: Burger $10

    • Modifier-item: Add Avocado $3

When Ignore Modifiers As a Reward is enabled and Make Offer Lowest value is enabled, the lowest valued parent-item is the Chopped Salad. Therefore the discount amount is $8.

If you want the offer discount to be the lowest valued modifier-item, you will turn off Ignore Modifiers As Reward and turn on the Make Offer Lowest Value settings.

Example:

  • Parent-item 1: Chopped Salad $8

    • Modifier-item: Add Chicken $2

  • Parent-item 2: Burger $10

    • Modifier-item: Add Avocado $3

When Ignore Modifiers As a Reward is disabled and Make Offer Lowest value is enabled, the lowest valued item is the Add Chicken modifier. Therefore the discount amount is $2.

Note: The above examples assume all items were set as qualifying items in the offer settings Item Groups. When Ignore Modifiers As Reward is enabled it will also ignore any modifier items that are included in your qualifying item groups.

In-Store Redemption Prompt

The guest facing message to be displayed on the in-store tablet devices prompting the Member to use their offer on their order. This only applies for in-store offers. This does not apply to points offers.

This also includes the display message on staff-facing Spendgo tablet devices. This does not include the in-store staff or guest-facing solutions integrated with the Spendgo API, the user-experience will be dependent on the individual POS design.

Limit Timeframe

Limiting the timeframe allows you to create day and time windows when the points can be earned for the Purchase Items or Purchase Total campaign types.

Make Offer Lowest Value

Enabling the Make Offer Lowest Value will ensure that when a discount is calculated that it will look at all the qualified items in a Member’s cart and select the item with the lowest cost as the amount to be discounted.

Maximum Points Per Purchase

Caps the number of points a Member can earn per qualified purchase in a Multiply Points offer type.

Minimum Purchase Value

Defines the minimum purchase amount that must be met to use the offer. This does not apply to Add Points offers.

Multiply By

In a Multiply Points offer type, you will be asked to set the Multiply By value. This sets how much the points earn will be multiplied by. Points earned will be rounded down to the nearest whole number.

Note: Scheduling multiple Multiply Points campaigns at the same time, or if your points earn rule is greater than 1 point for every $1 spent, the bonus multiple does not stack.

Multiple-use Limits

Limit the number of times a member can use a Multiple-use offer within a specific timeframe since their last use.

Limit by day allows you to set the number of times a member can use the offer within N number of days. Select the timezone to define when the day starts and ends. For example, use 2 times in 7 days in PST means a member who first uses their offer on 1/1 will be able to use the offer 1 more time up until 1/7 at 11:59:59pm PST.

Limit by hour allows you to set the number of times a member can use the offer within N number of hours. For example, use 1 time in 12 hours means a member who first uses their offer at 8am, will not be able to use another offer till 8pm.

Maximum Offer Uses Per Member

Set the maximum number of times the Multiple-use offer can be used by a single member.

Offer Description

The offer description displayed to Members in their Member Portal when it is available in their account.

Offer Expiration

Set when the offer is to expire and can no longer be used. This configuration does not apply to Add Points offers; once points are earned they don’t expire.

  1. No expiration - the offer does not expire and is available to Member until redeemed.

  2. Expires after presented - set the number of days after an offer is prompted in-store or online to expire. This does not apply to points offers, as they are never presented to the Member, but are automatically applied to the Member account when they make a qualifying purchase. When viewing reports, these offers may not have an expiration until the Member has been presented the offer.

    1. For example, a Member with a Birthday Offer set to expire 7 days after presented may earn their offer on their birthday of Jan 1, but will not expire until they are presented the offer on their next visit on Feb 1, and therefore the offer will actually expire 7 days after Feb 1 (on Feb 8) when it was presented.

  3. Expires after earned - the offer expires X hour(s) or day(s) after earned.

  4. Expires on fixed date - the offer expires on a set date and time.

Offer Name

The name of the offer as you want it displayed to Members.

Offer Value

The value of the offer to be given. For example, $5 Off is a "5" value and 10% off is a 10 value. This only applies to fixed Discount ($) and (%) offer types.

Offer Type

Add Points
Give points to your Members

BOGO
Give a Buy One, Get One item free offer

Discount ($)
Give a fixed dollor discount on the entire purchase. For example, $5 Off the Member's purchase.

Discount (%)
Give a fixed percentage discount on the entire purchase. For example, 10% Off the Member's purchase subtotal.

Multiply Points
Give Members a points multiple offer on select items, on their entire purchase, or their entire purchase including select items.

Price Adjustment
Offer discounted items to your Members. For example, buy any regular $8 sandwich for $5 today only.

Learn more about Spendgo Offers.

Points

The number of points to give in an Add Points offer.

Participating Locations

Participating Locations allow you to select which stores the offer can be used at. This is independent of the audience filter for the Favorite Store. For example, you can target all Members, but they will only be able to use the offer at the select participating locations. This does not apply to the Add Points offer.

Qualifying Items Group

Defines the select list of item(s) (i.e. an Item Group) that Members must have in their basket in order to use the offer. If none of the select items are in their basket, the offer will not apply to the order.

Qualifying Rule

Qualifying rule sets the reward discount value based on the basket (i.e. the basket subtotal) or based on qualifying items being in the basket. This is only applicable to Discount ($) and (%) offer types.

Redeemable by Registered Members Only

When enabled, only Registered Members can use the offer. This encourages Members to register their accounts.

Registered Member Use Only

Only Registered Members can use this reward when enabled. A Starter Member can have the offer in their account, but will not be able to use it until their account registration is complete (i.e. as a Starter Member it will not be seen until they become a Registered Member).

Reward Items Group

Defines the select list of item(s) (i.e. an Item Group) that Members must have in their basket in order to use the offer. The reward item in the basket is what receives the discount. If none of the select items are in their basket, the offer will not apply to the order. This applies to BOGO, Free Item, and Price Adjustment offer types.

Single or Multiple-use

Specify whether the offer can be used only once or multiple times. Single-use means the offer can only be used once. Multple-use means the offer can be used multiple times within the limitation and timeframe defined.

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