Setting up Campaigns

Below are the step-by-step instructions on how to set up campaigns for your promotions effectively. When creating a campaign, no extra step is needed on the checkout. It will automatically apply the discount once product is added to order.

Step 1: Go to Menu > Pricing > Campaign > Add New or Edit Campaign

Step 2: Fill out the Information needed. 

1. Campaign Name (Mandatory): Add the campaign name
2. Type (Mandatory):
   1. Recurrent Sale – this is a recurring sale (e.g. 10% discount every Monday, $5 off every flower Thursday, etc.).
   2. One-Time Sale – this is intended for big sales that are happening for a short amount of time (e.g. Black Friday, Boxing Day, etc.)
3. Start & End Date (Mandatory): specify the start and end date for this campaign
4. Day Select Box (Mandatory): check the boxes for the campaign days
5. Start Time & End Time (Optional): this is when you would like to setup happy hour for start and end time.  
6. Campaign Description (Optional): 
7. Campaign Settings:
   1. Apply by Price Quantity - This setting will significantly alter the campaign structure by enabling you to include the same product in the campaign and apply a specific discount based on the quantity of products sold. This will be discussed further below. 
   2. Apply for Members Only - apply the campaign only when member is added to the order. 
   3. Exclude Members - this setting will only apply campaign for non-members. 
   4. Apply Online Only - this setting will only apply campaign for orders processed online.
8. Discount Type: enter either percentage or amount. This setting will be removed when the Apply by Price Quantity is enabled.
9. Discount Value: enter the discount value. This setting will be removed when the Apply by Price Quantity is enabled.
10. Add Items to Campaign. You can add items either by:

1. 1. Adding By Product - add specific product by using the search filters
   2. Adding By Category - add the entire category

Apply Price by Quantity Setting

Enabling this setting allows multiple entries of the same product to be entered.

• percentage or amount discounts can be entered

• required quantity is how many of that product needs to be in the POS for that discount to be applied. 

• When a product has a campaign that is using Apply Price By Quantity, here is an example: 

  • • Required quantity = 3, discount amount = 10%

    • Required quantity = 4, discount amount = $20

  • in the POS order (not counting products in combos),

    • if there are 2 products, there will not be campaign discount

    • if there are 3 products, all 3 products will have a campaign discount of 10%

    • if one product is added, there are now 4 products. The 10% discount should be replaced by $20 deduction from all 4 products (split between 4 products, so $5 deduction each)

    • if there are 5 products, the $20 deduction will be split between the 5 products