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Advanced Promotions Setup

 

Below, you will find step by step instructions on how to create more advanced promotions such as buy one get one, buy 2 and save, and discounts on the initial purchase of a membership, gift card, or package.

Buy One Get One 

Step 1: Marketing-Promotions-Create New Promotion

Step 2: In the general settings create the Promotion Name and the applicable information/restrictions. (See example below.)

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Step 3: Click Next to go to the Criteria and Benefits section. You will first select the services and or products this BOGO will apply to. In this example, the BOGO will apply to ALL services.

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Step 4: To create a BOGO you will first select the benefit which will be either free, $ off, or % off. You will then select different qualified items so the benefit doesn’t apply to all items on the ticket. Next you will want to select the number of items this will apply to. In this BOGO example you will select 1. Don’t forget to click Save!

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Below is an example of what the ticket will look like when a BOGO is automatically applied.

Please note: The lower priced item of the two items will be discounted.

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Buy (# of items) and Save (% off or $ off.)

Step 1: Marketing-Promotions-Create New Promotion

Step 2: In the general settings create the Promotion Name and the applicable information/restrictions. (See example below.)

Advanced_Promotions_Setup_-_Google_Docs__4_.png

Step 3: Click Next to the Criteria and Benefits section. You will first select number or qualified items from the first drop down, and since this is a  buy 3 get 1 promotion you will select must purchase 3 services (or whatever is included in your promotion).

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Step 4: To create a buy 3 get 1 for 50% you will select 50% as the benefit to apply to each item in the criteria up to 1 time. Don’t forget to click Save!

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When the benefit applies it will discount the lower priced item of the two items.

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You can also use this to combine items such as products and services. In the next example, the promotion is to buy 2 products to get your service free.

Step 1: Marketing-Promotions-Create New Promotion

Step 2: In the general settings create the Promotion Name and the applicable information/restrictions. (See example below.)

Advanced_Promotions_Setup_-_Google_Docs__8_.png

Step 3: Click Next to the Criteria and Benefits section. You will first select a number of qualified items from the first drop down, and since this is a buy 2 get 1 promotion you will select must purchase 2 products (or whatever is included in your promotion).

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Step 4: To create a buy 2 get 1 for free you will select free as the benefit to apply to different qualified items up to 1 item. You will then add services as the qualified item since this is buy 2 products get your service free. Don’t forget to click Save!

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When the benefit is applied on the ticket, you will see that the service has been discounted.

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Membership Promotions

You can also run promotions on the purchase of memberships, gift cards, and packages. In the following example, we will show you how to create a promotion for the initial purchase of a membership.

Step 1: Marketing-Promotions-Create New Promotion

Step 2: In the general settings create the Promotion Name and the applicable information/restrictions. (See example below.)

Advanced_Promotions_Setup_-_Google_Docs__12_.png

Step 3: Click Next to the Criteria and Benefits section. You will select all qualified items to include memberships.

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Step 4: Select the % or $ off as the benefit, and apply to each item in criteria up to 1 item. Don’t forget to click Save!

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When the benefit is applied it will discount the initial purchase of the membership.

Please note: In most cases memberships are sold to new clients so a best practice is to make sure to set auto apply to no. That way it opens up the option to apply to new clients. Remember if auto apply is set to yes, it removes the option to apply to a new client. You will need to apply the discount manual from the discounts drop-down.

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Gift Cards

You can also create a promotion for gift cards. For example, receive 20% off a gift card purchase. To set up a gift card promotion, follow the steps below.

Step 1:  Marketing-Promotions-Create New Promotion.

Step 2:  In the general settings create the Promotion Name and the applicable information/restrictions. (See example below.)

Advanced_Promotions_Setup_-_Google_Docs__19_.png

Step 3: Click Next to the Criteria and Benefits section. In requirements, choose the option “All Qualified Items” that include gift cards. 

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Step 4: Select the % off as the benefit, and apply to different qualified items up to 1 item. Add gift cards as the qualified item. Don’t forget to click Save!

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If under General Settings for the particular promo code you have the Auto Apply toggled, the system will automatically apply the benefit. 

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