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how to

This guide shows you how to create a discount card that can be sent to an individual customer so that they can receive a percentage off their order.

1. Create the template

    1. Click on Marketing.
    2. Click on Promotions.
    3. Click on Promotion + on the top right hand side of the screen.
    4. Select Percent Off as the promotion type.
    5. Keep One User Per Card and QR Codes ticked.
    6. Under Name enter what you’d like to call the promotion like ‘Friends & Family Discount’ for example.
    7. Under Description enter any information for your customers regarding the offer e.g. ‘Get money off your order when you apply card at checkout’.
    8. Under Percent off choose how much money you want to give your customer off their order.
    9. If you wish you can choose a colour for the card by either entering an exact hex code or clicking on the colour wheel and choosing a colour. Here you can also Use your own image and choose a colour from that. Once you are happy click Apply.
    10. Next you can choose the Colour opacity of the card.
    11. You can also change the Text Colour if you wish.
    12. Under Expires After choose from the drop down when you’d like the discount promotion to end.
    13. Under Services, choose if you want the discount to apply to All Services or click Edit to choose which ones you’d like it to apply to. For Example you may only want it to apply to ‘Click & Collect’ and not ‘Delivery’ services.
    14. If you wish to add a background image to the card click Add Image, then Choose File to pick one that you’ve saved previously.
    15. Then click Create.

The template is now saved.

If you require any further help with this step please contact us.

2. Allocate the Card to a Customer

    1. Click on the Promo Cards tab on the top right of the screen.
    2. Click on Promo Card +.
    3. Click on the Select Customer button.
    4. If you have already added the customer that is receiving the card, use the Search bar to find their name and Click on it. If you have not completed this step prior to this, click on Customer +, add their details, click Create, then < and then click on their name.
    5. Keep the Amount & Expiry the same as the template. 
    6. Then Click Create Card.

The customer will now get an email saying that you have sent them a percent off card.

To redeem it they need to place their order, go to Checkout, click Redeem Code, enter their Email Address, click Continue, enter their Password, click Login, click Apply Promotion on their Percent Off Card and the percentage will then be deducted from their order.

If you require any further help please contact us.

Questions?
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