How Do I Create a Free Item Offer?

Offers provide users with incentives to make purchases through your web-ordering or mobile app. This article and video reviews how to create a free item offer, which is used to create product-based offers that can be redeemed for loyalty points.

PART 1: ADD YOUR OFFER INFORMATION

  1. In the sidebar, click ENGAGEMENT and then OFFERS.
  2. Click CREATE OFFER
  3. Under Offer Information, select FREE ITEM as the offer type.
  4. Include a TITLE and SUBTITLE for your offer, both of which are required. 
  5. Add an optional description to let your users know more about this offer.
  6. Include a LABEL that will be used internally to identify your offer. 
  7. Your offer can be made AVAILABLE AT ALL LOCATIONS or click the toggle to select specific businesses where the offer will be available. 
  8. From the OFFER SOURCE drop-down menu, select where this offer should be applied: mobile app or web ordering.
  9. If this is a scan to pay offer, you need to select your POS partner from the list. This option is only available for scan to pay  integrated POS clients. You can also select more than one from this list if the offer can be applied in multiple ways. 
  10. Click CHOOSE IMAGE to either upload an appropriate image from your desktop or select an image from your existing media library. 

Check out this tutorial video:

 

PART 2: ADD APPLICABLE PRODUCTS TO THE OFFER

  1. Under ELIGIBLE PRODUCTS, select NO PRODUCT SELECTED. This will open up the product module to allow you to SELECT ALL APPLICABLE PRODUCTS or select only the products that are eligible to redeem the free item for.
  2. Apply the ELIGIBLE VARIANTS associated.
  3. If the offer requires a purchase of a PRE-REQUIRED PRODUCT in order to be redeemed, populate the PRE-REQUIRED PRODUCT & PRE-REQUIRED VARIANT associated with the product. This means the customer must have this product in their cart for the offer to apply.

Check out this video tutorial:

 

PART 3: ADD DISCOUNT VALUES + FINAL STEPS

After you’ve added in your eligible products for your selected offer sources, scroll down to FREE ITEM OPTIONS.

  1. Add the MAX DISCOUNT which would be the base price of the product. If there are multiple products associated, add the price of the most expensive product.
  2. Next, add the total POINTS COST users will need to earn to redeem the offer.
  3. If you want users to automatically receive the offer, ensure the AUTO REDEEM box is selected, or deselect it if you want the user to apply the offer manually.
  4. If you want users to be able to reuse the offer several times in different transactions, ensure the REUSABLE box is selected, or deselect it if you want the offer to be a one-time use. 
  5. Toggle on EXPIRY DATE if you want this offer to have a date and end time. Select the calendar icon to select the date and then the clock icon to select the time. 
  6. The expiry time set will be based on the location hours per store.
  7. Review the offer and click SAVE.

Check out this video tutorial: