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Product Promotion Setup

In this article, we will walk through setting up a promotion for products. 

Things to know:

  • For franchise businesses, product promotions can be created at the parent or child level. When created at the parent level, they can be viewed but not edited at the child level.
  • There are 3 product types to choose from under the qualified items section: Product SKU, Product Categories, and Product Brands.
  • The promotion requirement and the promotion benefit do not have to be the same. In product promotions, the requirements will be products, while the benefits could be memberships, classes, services, packages, or gift cards
  • If the promotion criteria and benefit items are the same, the discount will be applied to the least expensive item
  • Stacking promotions or discounts on a single item or purchase is a common practice in retail, and it can be implemented in various ways. There are various use cases for how manual and auto-applied discounts are added to Point of Sale (POS) tickets. For details, learn more here
  • Promotions can only be applied on the widget if the following criteria are met:
    • auto-apply: off
    • number of benefits: 1
    • benefit applicable to criteria items
    • number of criteria items: 1
    • quantity of criteria items: 1

Contents

Creating Product Promotions

To create a product promotion:

  1. Navigate to Marketing > Promotions
  2. Select your location
  3. Click on the "Create New Promotion" button 
  4. Under the General Settings tab, complete the details. Please see the breakdown in the table below: 19360756-56f269f20d8823dc5aab4d48dd0a532e.png
    General Setting  Description
    Promotion Name The name of the promotion
    Location Locations where the promotion would be applicable. If you want this promotion to be applied to every location, choose "All." 
    Description This is a description field for your internal reference 
    Valid The start and end date of the promotion
    Auto Apply

    This determines if the promotion will be automatically applied at checkout when a qualified item is added to the ticket. If set to yes, the option to select the restrictions, new clients and one use per client will not be eligible. You would also not have the option to set a promotion code or a barcode.

    Promotion Code 

    Enter a code to be used for promotion redemption online and in-store. You can create your own code or leave it blank. If left blank, the system will autogenerate one for you

    Barcode
    This is an optional field to add a barcode. If a barcode is added, MyTime's POS will add the promotion to the ticket if that barcode is scanned. If left blank, the system will autogenerate one for you. 
    Promotion ID 

    This is an optional field that can be used when the promotion needs to reference an external ID or tracking number from another system. If left blank, the system will autogenerate one for you.

    Calculate Staff Commissions

    Pre-Discount - Calculate the staff member's commission before the promotion is applied

    Post-Discount - Calculate the staff member's commission after the promotion is applied

    Restrictions

    You can set your restrictions for the promotions here. You can select one or more from the list given:

    - New Clients Only - The promotion will only be applied to new clients

    - One Use Per Client - This promotion can only be used once per client

    - One Use Per Ticket - This promotion can only be used once on any one ticket

    - Cannot Be Used With Other Promotions - This option will prevent any other promotion from applying to the ticket

    - Membership Required - Only clients with a membership will receive this promotion

  5. Click Next to go to the Criteria and Benefits section. From here you can configure the following: product_promotion_1.png
    Promotion Criteria and Benefits Description
    Requirements If you set requirements for the promotion, then certain criteria must be met before the promotion can be applied. By default, promo codes are automatically applied to all services and products. If you'd like the code to only apply to certain items or groups of items, you can choose a type from the Qualified Items section. 
    Number of Qualified Items The minimum number of items from a basket of qualified items that must be on the ticket before the promotion can be used. For example, if set to 2, at least two items must be added to the ticket for the promotion to be applied.
    Number of Identical Qualified Items The minimum number of identical items from a basket of qualified items that must be on the ticket before the promotion can be used (note: mixing and matching of different items from the list of qualified items would not count). For example, if set to 2, the promotion will only apply if two of the same item (service, product, etc.) are added to the ticket.
    Value of Qualified Items

    The minimum monetary value of items from a pre-determined basket of qualified items must be on the ticket before the promotion can be used. For example, if set to $100, the value of the item (service, product, etc.) added to the ticket must also be $100 for the promotion to apply.

    In POS, the value of qualified items promotion takes the total value of all the qualified items into account to determine if the ticket meets the requirements for the promotion. Promotions are then sorted and applied from larger to smaller, so the larger ones are applied first if qualified. 

    Must Purchase The number of items that need to be purchased for the promotion to be applied. 
    Qualified Items The promotional code can be used for any service purchase in-store or online
    Promotion Benefits 
    • Discount type - this can be a percentage, dollar amount, free or you can have the price set to a specific value
    • Apply to - Select whether the benefits should be applied to the promotion criteria or other items
  6. Publish promotion

Product Promotion Scenarios 

Promotion Name - BUY A PRODUCT & GET A FACIAL SERVICE FREE

Promotion Criteria Setup 

  • Requirement - Number of Qualified Items
  • Must Purchase - 1
  • Qualified Items - All Products

Promotion Benefit Setup

  • Benefit -  Free
  • Apply to - Different Qualified Items
  • Up to - 1 
  • Qualified item - Facial Service        Buy_a_Product___Get_a_Facial_Service_Free.png                             

When the benefit is applied to the ticket, you will see that the facial service has been discounted.Buy_a_Product___Get_a_Facial_Service_Free_1.png

Promotion Name - BUY A PRODUCT & GET A SERVICE AT 50% OFF

Promotion Criteria Setup 

  • Requirement - Number of Qualified Items
  • Must Purchase - 1
  • Qualified Items - All Products

Promotion Benefit Setup

  • Benefit -  50%
  • Apply to - Different Qualified Items
  • Up to - 1 
  • Qualified item - All Services  Buy_a_Product___Get_a_Service_at_50__Off.png

When the benefit is applied to the ticket, you will see that the service has been discounted.   Buy_a_Product___Get_a_Service_at_50__Off_1.png

Promotion Name - BUY A PRODUCT & SERVICE TO GET A MEMBERSHIP AT 10% OFF

Promotion Criteria Setup 

  • 1st Requirement - Number of Qualified Items
  • Must Purchase - 1
  • Qualified Items - All Products
  • 2nd Requirement - Number of Qualified Items
  • Must Purchase - 1
  • Qualified Items - All Services

Promotion Benefit Setup

  • Benefit -  10%
  • Apply to - Different Qualified Items
  • Up to - 1 
  • Qualified item - Memberships       Buy_a_Product___Service_and_Get_10__Off_a_Membership.png  

When the benefit is applied to the ticket, you will see that the membership has been discounted.   Buy_a_Product___Service_and_Get_10__Off_a_Membership_1.png

Promotion Name - BUY 2 IDENTICAL PRODUCTS & GET A SERVICE AT $50

Promotion Criteria Setup 

  • Requirement - Number of Identical Qualified Items
  • Must Purchase - 2
  • Qualified Items - All Products

Promotion Benefit Setup

  • Benefit -  Set Price to $50
  • Apply to - Different Qualified Items
  • Up to - 1 
  • Qualified item - All Servicemceclip0.png

When the benefit is applied to the ticket, you will see that the service has been discounted. mceclip1.png

Promotion Name - BUY A PRODUCT VALUED AT $100 % GET $10 OFF

Promotion Criteria Setup 

  • Requirement - Value of Qualified Items
  • Must Purchase - $100
  • Qualified Items - All Products

Promotion Benefit Setup

  • Benefit -  10%
  • Apply to - Each Item in Criteria
  • Up to - 1                          Buy_a_Product_Valued_at__100___Get__10_Off_the_Total.png

When the benefit is applied to the ticket, you will see that the product has been discounted.Buy_a_Product_Valued_at__100___Get__10_Off_the_Total_1.png

Promotion Name - Bundle & Save 50%

Promotion Criteria Setup 

  • Requirement - Number of Qualified Items
  • Must Purchase - 2
  • Qualified Items - Products

Promotion Benefit Setup

  • Benefit - 50%
  • Apply to - Each Item in Criteria
  • Up to - 100                                

When the benefit is applied to the ticket, you will see that the promotion has been applied to 2 of the qualified services                       

Please Note: When the criteria is set to 2 or more qualified items and the benefit set to up to 100, the promotion will be applied to 2 of the qualified services on that ticket

Promotion Name - Bundle & Save 50% 

Promotion Criteria Setup 

  • Requirement - Number of Qualified Items
  • Must Purchase - 2
  • Qualified Items - Service

Promotion Benefit Setup

  • Benefit - 50%
  • Apply to - Different Qualified Items
  • Qualified Items - All Products
  • Up to - 100                               

When the benefit is applied to the ticket, you will see that the promotion has been applied to extra services added after the qualified services              

Please Note: If the criteria is set to 2 or more and the benefit set to different qualified items, up to 100, then the promotion will apply to any additional products added to the ticket, up to 100

When there is more than one promotion available and the auto-apply setting is enabled, the following flow is expected:

Case 1 - Location has two promotions live - One gives $30 off for over $200 spent on Products, and another gives $75 off for over $400 spent on Products

  • For products above $200 but less than $400, the $30 off promotion will be applied
  • For multiple products that total above $200 but less than $400, the $30 off promotion will be applied to the least expensive products on the ticket
  • For products above $400, the $75 promotion will be applied
  • For multiple products that total above $400, the $75 off promotion will be applied to the least expensive products on the ticket

Case 2  Location has two promotions live- One gives 10% off for over $100 spent on Products, and another gives 20% off for over $200 spent on Products

  • For products above $100 but less than $200, the 10% off promotion will be applied
  • For multiple products that total above $100 but less than $200, the 10% off promotion will be applied to the least expensive product on the ticket
  • For products above $200, the 20% promotion will be applied
  • For multiple products that total above $200, the 20% off promotion will be applied to the least expensive product on the ticket

For more information contact us at support@mytime.com.  

 

Related Articles:

Promotion General Setting & Restriction

Promotion Criteria and Benefits

Service Promotion Setup

Class Promotion Setup

Package Promotion Setup

Membership Promotion Setup

Gift Card Promotion Setup

Stackable Item Promotions

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