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How do I set up a discount to cardholder only promotion?
How do I set up a discount to cardholder only promotion?
Candice Sandler avatar
Written by Candice Sandler
Updated over a week ago
  • The customers will only receive the discount if they swipe their loyalty card.

  • This is a reporting facility only to monitor the Loyalty only sales vs Non-Loyalty sales for a specific period compared to a selected period.

  • Important to set this up on the till before setting up in Self Service.

  • On the Self Service menu select Point of Sale/Cardholder Discount Reports followed by Create New Cardholder Only Discount Promotion.

  • Complete all fields: Name = Loyalty drive and date; Description = What the intention of this is (can be the same as the name); Start Date (can never be the current date); End Date; Comparative Start Date; Comparative End Date and then select next.

  • Add the products by selecting Add Product Item followed by ^.

  • On the pop-up menu, type in the barcode (same code which will be scanned at the till) followed by selecting Search.

  • Select the product with barcode number as displayed.

  • Now click Add Product Item to Promotion.

  • Once all products have been added, select Finish.

  • You will now have the option to set up a Marketing SMS to inform your Loyalty cardholders of the Loyalty drive in store (Refer how to send a marketing SMS)

  • Once the promotion has come to an end, you will be able to view the results by selecting the yellow pencil next to the promotion.

  • Select View Promotion Results on the next screen.

  • Store Revenue and Units sold per product results will display.

Hint: Can be used to increase the stores loyalty database.

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