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Part 3: Setting up Campaign for Member Group

This article will walk you through on the process of creating campaigns, and assigning to specific member group.

1. Go to Menu

Click on the menu icon.

Go to Menu

2. Navigate to Pricing

Select 'Pricing' from the menu.

Navigate to Pricing

3. Click on Campaign Section

Select 'Campaign' from the dashboard menu.

Click on Campaign Section

4. Create New or Edit Existing Campaign

Click on 'Add New Campaign' to initiate a new campaign, click on pencil button to edit existing campaign.

Create New or Edit Existing Campaign

5. Enter Campaign Name

Input the desired name for your campaign.

Enter Campaign Name

6. Select Campaign Type

Choose 'One Time Sale' for one day promotion, or 'Recurrent Sale' for ongoing promotion.

Select Campaign Type

7. Select Start Date

Click the calendar icon to choose the start date for your campaign.

Select Start Date

8. Select the Days for Campaign

Click the checkbox to select days for the campaign schedule.

Select the Days for Campaign

9. Enable 'Apply for Group Only' Toggle

Switch the toggle to 'Yes' to apply for members group only.

Enable 'Apply for Group Only' Toggle

10. Select Member Group from the List

Choose member group by clicking the dropdown menu.

Select Member Group from the List

11. Select Discount Type

Select the appropriate discount type from the dropdown menu to apply the desired promotion to the campaign.

Select Discount Type

12. Set Discount Value

Enter the percentage discount value. Ensure accurate input to apply the desired discount correctly.

Set Discount Value

13. Add Items to Campaign

Click the button to add items to the campaign.

Add Items to Campaign

14. Select Add by Product or Category

Select by product or category.

Select Add by Product or Category

15. Search for Product

If adding by product, enter the product's name in the search box to find specific items.

Search for Product

16. Add Product to Campaign

Click the circular checkbox beside the product to include it in the campaign.

Add Product to Campaign

17. Close the Add to Campaign Panel

Select the 'CLOSE' button to exit the panel on adding products to the campaign.

Close the Add to Campaign Panel

18. Save Campaign Settings

Click 'SAVE' to apply the changes made to your campaign settings.

Save Campaign Settings

19. Processing Campaigns on the POS (Non-Member)

Based on the previous example of creating a campaign for specific group -- If no member is added to the cart, regular price is displayed. For example, the Share & Puff CBD Inhaler regular price $7.99.

Processing Campaigns on the POS (Non-Member)

20. Processing Campaigns on the POS (Non-Member)

Now for members, campaign price is automatically applied. Click 'SEARCH MEMBER' to start searching a specific member in the system.

Processing Campaigns on the POS (Non-Member)

21. Attach Member to Order

Click 'Start Order' to begin processing the customer's order

Attach Member to Order

22. Add Product to Order

Add the product to the cart. Now notice that with the member added, the campaign we set up earlier is now visible, as the current member is part of the member group campaign. Campaign price is automatically applied upon checkout.

Add Product to Order