Create Promo Codes for Any Customer

Create promo codes that can be used by any customer (both members and non-members). For example, feature the promo code on your business website, post it on your social media pages, send it to your mailing lists, or even convert it to a QR code to showcase throughout your business.

Note: In this phase, you can create one fixed (reusable) promo code for each promotion.

Article Topics:

Create Promo Codes
Promo Code Status
Promo Codes vs. Gifts

 

Create Promo Codes

Create promo codes from the new Promo Codes tab in your Campaign Center

To create promo codes:

  1. From your Campaign Center, click Promo Codes and then + Promo Code.

    addpromocode.png

  2. Enter a name for the promo codes and a description.

    Note: You cannot have more than one set of promo codes with the same name.

    promo_name.png

  3. Optional: Specify when the promo codes can be used (i.e., dates, days, times) or other conditions based on their purchase (like location, minimum spend, etc.). If you want the discount to apply each time specific items or quantities appear in the purchase, configure this in the discount itself instead of in the conditions.

    Note: No membership conditions are available since promo codes can be used by any customer, including non-members.

    promo_terms.png

  4. Specify the fixed code for your promo. A 5-digit code is generated by default but you can edit this code. The code must be numeric, at least 4 digits and the same code cannot be used for different promotions for the same business.

    fixed_promo_code.png

  5. Specify the discount of the promo.

    Note: You can create advanced promos with split cases to give different discounts in different scenarios. For example, you can give different discounts for different business locations, different days of the week, or times of day. Learn more about cases

    Discount Options Description
    On entire purchase Give a fixed amount off or percent off the entire purchase. You can also exclude certain items from the discount and limit the total discount amount of a percent discount.

    Note: If the discount is configured on the POS itself using item codes or deal codes, you can specify this discount here.
    On specific items (or free item) Give a discount on specific items: amount off, percent off, special price or free item.

    By default, the discount will apply to every item. For example, if you give $2 off coffee, they will receive $2 off each coffee in the purchase. However, you can limit the number of times the discount is applied within each purchase, and limit the total discount amount.
    Buy/Spend X, Get Y

    Give advanced discounts on a combination of items or spend: amount off, percent off, special price or free item. Learn more

    Unlike the 2nd option, here you can create discounts that apply:

    • to a group of items together (such as a new price for a bundle of items), or
    • each time that a specific quantity or spend appears in the purchase (like BOGO)

    promo_discount.png


  6. To activate your promo codes, click Activate.

    Note: You also have the option to save it as a draft if you're not ready to activate it. 

    activate_promo.png

 

Promo Code Status

The following statuses are available for promo codes. Note that once promo codes are activated, they can no longer be edited.

Status

Description

Active

Activated and within the validity dates

Draft

Saved as draft

Expired

Activated but expiration date passed

Ended

Manually ended (using End Promo button)
Note: The codes cannot be reactivated and the codes can no longer be redeemed.

Deactivated

Manually deactivated (using Deactivate button)
Note: The codes cannot be redeemed while deactivated but they can be reactivated.

Future

Activated but only starts in a future date

 

Promo Codes vs. Gifts

Promo codes and gifts (created from the campaign center) can offer the same types of discounts, but there are several key differences:

  • Gifts are only redeemable by members, while promo codes can be redeemed by any customer (including non-members). However, if an identified member redeems a promo code, you can still view it in their Hub profile logs.
  • Gifts appear in the app and the POS gift list, while promo codes do not.
  • Gifts are sent to members using a rule or one-time activity. Promo codes can be promoted to customers in different ways by the business. For example, they can post it on their social media pages, on their website, or convert it into a QR code to display in the business. They can also sent it to customers directly via email, SMS, etc.

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