Creating promotions for selected products

Promotions let you prepare customized, special offers for your customers which you can distribute in your mobile application, interactive kiosk or print out on receipts.

The output of a promotion in Synerise is a code snippet sent to the medium on which you want to display the promotion. This medium must interpret the code with the logic implemented in the medium.

Requirements

• Import a product feed into Synerise.
• Optionally, you can import a list of stores to the Catalogs module, which will let you select stores where the promotion is active.
• If you want to limit the promotion to customers with a certain loyalty score, verify with your administrator that loyalty points are being calculated.
  Note: You can find the example expression that counts loyalty points here.
• If you want to use promotion tags, the tags must be in a promotion-type folder.

Promotion statuses

When you create a promotion in Synerise user interface, it gets a status which describes the progress of a promotion campaign:

• Draft - The promotion isn’t published.
• Published - The promotion has been published and the system automatically assigns the promotion to the customers who meet its conditions.
• Hidden - The promotion is published, but it is not visible in the channels it’s distributed through.

Procedure

For your reading convenience, the procedure is divided into sections according to the UI.

If you want to save a draft for later completion, click the Finish later button in the upper-right corner of the page. You can do this at any point of the procedure.

Creating a new promotion

1. Go to Communication > Promotions.
2. In the upper-right corner of the page, click Add promotion.

   

3. Enter a name for the promotion.
   
4. To inform other users about the purpose of the promotion, enter a description.
5. Select the For selected items option.
   Result: The default settings are applied to the promotion.

   

Audience

Select an audience for the promotion by performing one of the following actions:

• If you want to create a promotion for everyone (default setting), no actions are required.
• If you want to create a promotion for one or more customer segments:
  1. In the Audience section, click Change.
  2. Select Segment.
  3. Click the Select segment button.
  4. In the pop-up that opens, select the checkboxes of the segments that you want to include.
  5. Click Apply.
     The pop-up closes.
  6. Click Apply.

Content

In this section, you can define the basic settings related to the design of the promotion such as the description of an item, image, price before discount, and any other element you want to define in the form of a JSON frame.

6. In the Content section, click Define.
7. Optional: Modify the default promotion code.
   The default code is unique. If you enter a new code, it must be unique too.
   Important: The promotion with the same ID must be created in POS only if Synerise acts as Loyalty engine or Loyalty engine & Content Management System. More information is available here.
8. In the Price field, enter 0. This field is deprecated.
9. In the Price before discount field, enter the price that will be displayed as the original price.
10. In the Display name field, enter a customer-visible name for the promotion.
11. In the Description field, enter a customer-visible description for the promotion.
12. Add thumbnails in one of the following ways:
    • If you want to add thumbnails from the database, click Media manager and choose a file from the list that opens.
    • If you want to upload a file, drag and drop the file to the Thumbnails field or click browse and choose a file from your local storage.
13. Add images in one of the following ways:
    • If you want to add thumbnails from the database, click Media manager and choose a file from the list that opens.
    • If you want to upload a file, drag and drop the file to the Images field or click browse and choose a file from your local storage.
14. To add tags to the promotion, click Add tag and choose a tag.
15. To add JSON code with advanced params, click Advanced options and paste the JSON code into the text box that appears.
16. Click Apply.

Type & limits

17. In the Type & limits section, click Change.

18. From the Type drop-down list, select the promotion type.
    

    Important: Except for the Handbill promotion type, this categorization is only used for easier promotion management.
    • General promotions are available to all customers.
    • Custom promotions not covered by the other types, for example loyalty rewards
    • Members only promotions are available to customers who joined a loyalty program.
    • Handbill promotions which can only be selected by the AI promotion engine for a customer.

19. Enter a priority for the promotion.
    Priority defines the order of display in the customer’s view. 1 is the highest priority. If two or more promotions applicable to a customer have the same priority, the order of display is determined by the date of creation. The one that was created earlier takes the priority over the other promotion.

20. Choose the promotion logic:

    • For promotions that can only be used once per activation, choose Single. With this logic, you can set a maximum number of times a customer can activate a promotion.
    • For promotions that can be used a defined number of times per activation, choose Multibuy. With this logic, you can set limit on activations and how many times a promotion can be used within one activation.

21. In the Limit per profile field:

    • for Single promotion logic, enter how many times the promotion can be activated. A promotion can be used once per activation. Redemption settings will be defined in the further part of the process, in the Redemption type field.
      

      Click here to see example scenario and its configuration

      Scenario	Configuration
      A customer can activate the promotion three times. During each activation, the customer can apply a 10% discount to an item once. The promotion will be redeemed after the first usage, however, the customer will still have two more activations available for use.

    • for Multibuy promotion logic, define how many times the promotion can be activated. In the Number of usage per activation field, enter the number of times the promotion can be used in a single activation. Redemption settings will be defined in the further part of the process, in the Redemption type field.

      Click here to see example scenarios and its configurations

      Scenario	Configuration
      A customer can activate the promotion two times. During each activation, the customer can apply a $10 discount to the item. The promotion will be redeemed after it has been used a total of four times (resulting from two activations with two promotion uses per activation).
      A customer can activate the promotion twice. Within each activation, the customer can employ a 10% discount to the item. The promotion is considered redeemed after the first usage; however, the customer will still have two more activations available for use.

22. From the Discount type drop-down list, select one of the following discount types:

    • Percentage sets the discount amount as a percentage of the original price.
      Example: if the original price is 1.00 USD and Value is 20, the final price is 0.80 USD.
    • Points awards loyalty points for redeeming the promotion.
    • 2 for 1 allows a customer to receive a second, identical product for free.
    • Exact price sets a fixed price for the product.
    • Amount sets a fixed discount amount to subtract from the original price.
    • Multibuy is currently unused.

23. In the Value field, enter a value for the type selected in Discount type.

24. Multibuy only: From the Redemption type dropdown, select whether the promotion is redeemed after one or more activations.

25. From the Discount mode dropdown list, select one of the options:

    • Static - it’s a fixed amount of discount (the unit depends on the selected type of promotion)
    • Steps - allows you to increase the discount amount as the number of transactions grows
      Important: Steps can be used only for Percentage, Amount, and Exact price discount types.

26. Only for Percentage, Amount, and Exact price discount types, you can use the following options:

    • Buy one get one - You can enable a promotion that allows you to give a discount for an item after the purchase a specific item (for example, buy one and get one 20% off or buy one and get one for $1).

    

    • Basket trigger - This option allows you to create a promotion that can be used only if the basket value exceeds a threshold.

    

27. Click Apply.

Schedule

In this section, you can define the time range when:

• a regular promotion is available and visible
• handbills (AI promotions) are available to be drawn by the AI engine

1. In the Schedule section, click Change.
2. In the Display time sub-section, choose when the promotion becomes visible to customers.
   Important: A promotion must be published to be visible. Publishing the promotion is the last step in this procedure, after all the settings are made. “Immediately” means “immediately after publishing”.
3. Scheduled promotions only: Set the time when the promotion is visible to customers by picking dates in the Start and End fields.
4. In the Activity time sub-section, define the time when the promotion can be activated:
   • If you want the time to be the same as the visibility time, select the Same as display time checkbox.
   • If you want to set a date range, pick the dates in the Start and End fields.
5. In the Lasting field, enter the time (in seconds) that a promotion remains redeemable after it is activated.
   0 is interpreted as infinity.
6. Click Apply.

Stores

Optionally, you can select the stores where the promotion can be used.

1. In the Stores section, click Define.
2. From the Select stores drop-down list, select a catalog of stores.
3. Choose a set of stores:
   • If you want to apply the promotion to all stores in the catalog, select the Entire catalog radio button.
   • If you want to apply the promotion to particular stores from the catalog:
     1. Click Select stores.
     2. In the pop-up that opens, select the checkboxes of the stores where you want to apply the promotion.
     3. Click Apply.
        The pop-up closes.
4. Click Apply.

Items

In this section, select the discounted items.

1. In the Items section, click Define.
2. From the Select items drop-down list, select a catalog of items.
3. Choose a set of items:
   • If you want to apply the promotion to all items in the catalog, select the Entire catalog radio button.
   • If you want to apply the promotion to particular items from the catalog:
     1. Click Select items.
     2. In the pop-up that opens, select the checkboxes of the items that you want to include in the promotion.
     3. Click Apply.
        The pop-up closes.
4. Click Apply.

Loyalty

To limit the promotion to customers with a certain loyalty score, verify with your administrator that loyalty points are being calculated.

1. In the Loyalty section, click Change.
2. If you want to enable the promotion only to customers who gathered a certain number of loyalty points, perform the following actions:
   1. Select the Minimum loyalty score checkbox.
   2. In the Value field, enter the number of required points.
3. Click Apply.

Saving a draft or publishing

• If you want to publish the promotion, click Publish.
  Result: If the schedule was set to “Immediately”, the promotion becomes visible after you click Publish. If it was scheduled for a date, it becomes visible at that date.

• If you want to save the promotion as a draft or return a published promotion to draft status, click Finish later.