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Promotion Tags & Automated Promotions

Quick-reference guide for configuring manual and automated promos

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Written by Nicholas Martin
Updated over 4 months ago

Promotion Tags & Automated Promotions
Quick-reference guide for configuring manual and automated promos


Promotion Tags

Purpose: Label manual promo funding so you can track/report on it.

When Tags Appear:

  • Program Console ▶ Cards ▶ Fund Promotion

  • Virtual Terminal ▶ Fund Promotion

  • Automated Promotions

To Create a Promotion Tag:

  1. In Ackroo Anywhere, go to Settings ▶ Loyalty ▶ Promotion Tags.

  2. Click Add Tag.

  3. Enter a Tag Name (e.g. “Birthday Promo,” “eGift Purchase Promo”).

  4. Select the Location(s)/Department(s) where this tag applies (Ctrl-click to multi-select).

  5. Click OK.

Now, whenever you fund a promotion at those locations, this tag will be available in the dropdown.


Automated Promotions

Purpose: Automatically load preset promo dollars onto a customer’s card when defined triggers occur.

Requires: Program-level admin access. Some triggers (e.g. POS registration, automotive purchase) require systems integration.

Common Triggers:

  • POS Registration (VT or integrated POS)

  • Mobile App Registration

  • Online Cardholder Registration

  • Birthday (must be on file)

  • eGift Purchase / Reload / Recipient

  • Anniversary

  • Automotive Purchase (via DMS integration)

To Configure an Automated Promotion:

  1. Go to Settings ▶ Loyalty ▶ Automated Promotions.

  2. Click Add Campaign.

  3. Fill in:

    • Name & Description

    • Promotion Tag (from your tags)

    • Event (trigger)

    • Apply Promotion From (triggering location)

    • Promo Amount ($)

    • Start & End Dates

    • Activation (Immediate or Scheduled)

    • Expiration (auto-expire unspent funds)

    • Send Email? (Yes/No)

    • Mandrill Template Slug (for custom email; Ackroo Support)

    • Require Registration to Redeem?

  4. Click OK to activate immediately.

To Manage an Automated Promotion:

  • Edit: Action ▶ Edit

  • Suspend/Resume: Action ▶ Suspend or Resume


With Promotion Tags you get precise reporting on any manual promo loads, and with Automated Promotions you ensure customers receive rewards exactly when you want—seamlessly and automatically.

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