Create a Promotion
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This page covers the Legacy Engine. For the new engine, automatic discounts are configured directly on a Discount entity with no code required β see Create a Discount Campaign.
In the legacy engine, Promotions are automatic discounts applied to all customers who purchase a qualifying product. Unlike Personalized Offers (Coupons), Promotions do not require a redemption code β they fire automatically at POS.
Promotions are configured under Company Data β Promotions, not under Loyalty and Promotional engine.
How It Worksβ
- You define the promotion with a name, discount type, value, and product scope.
- You set an availability window and optionally restrict to specific stores or store categories.
- At POS or checkout, every transaction that includes a qualifying product triggers the discount automatically β no customer action or code required.
- All customers are eligible regardless of loyalty membership.
Use Casesβ
| Use Case |
|---|
| β All customers get 20% off product X this week β no code needed, applied automatically at POS. |
| β BOGO on a specific category during a partner campaign β fires for any customer buying the qualifying items. |
| β Minimum spend threshold: spend β¬50 or more on category Y to get β¬5 off. |
Configurationβ
Go to Company Data β Promotions β New Promotion in the Owner App.
1. Detailsβ
| Field | Description |
|---|---|
| Name | Internal name for the promotion (required) |
| Mechanic / Description | Rich-text description of the promotional mechanic β displayed in the customer app |
| Image | Optional artwork displayed alongside the promotion in the app |
2. Availabilityβ
| Field | Description |
|---|---|
| Available from | Start date (required) |
| Available to | End date (required) |
| Accumulative | Whether this promotion stacks with other active promotions. Toggle on to allow combination. |
| Stores category | Restrict the promotion to specific store categories |
| Stores | Restrict to specific individual stores |
3. Discountβ
| Field | Description |
|---|---|
| Discount type | Percentage or Fixed amount (required) |
| Discount | The numeric value of the discount (required) |
| Minimum money | Minimum cart value required for the promotion to apply |
| Maximum money | Cap on the discount applied per transaction |
| Minimum units | Minimum qualifying product units required in the cart |
| Maximum units | Maximum number of units to which the discount applies |
4. Affectation (Product Scope)β
| Value | Behavior |
|---|---|
| Cart | Discount applies to the entire cart |
| Product category | Discount applies only to items in selected product categories |
| Product | Discount applies only to specific product IDs or codes |
Select the scope, then specify the categories or products as needed.