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Package Promotion Setup

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

Things to know:

  • For franchise businesses, package 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.
  • The promotion requirement and the promotion benefit do not have to be the same. In package promotions, the requirements will be packages, while the benefits could be memberships, products, services, classes, or gift cards 
  • When configuring promotions at the parent level, only packages created at the parent level will be visible for selection  
  • 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 Package Promotions 

To create a package 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:  package_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

Package Promotion Scenarios 

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

Promotion Criteria Setup 

  • Requirement - Number of Qualified Items
  • Must Purchase - 1
  • Qualified Items - Packages

Promotion Benefit Setup

  • Benefit -  Free
  • Apply to - Different Qualified Items
  • Up to - 1 
  • Qualified item - Detox FacialBuy_a_Package___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_Package___Get_a_Facial_Service_Free_1.png

Promotion Name - BUY A PACKAGE & GET A PRODUCT FREE 

Promotion Criteria Setup 

  • Requirement - Number of Qualified Items
  • Must Purchase - 1
  • Qualified Items - Packages

Promotion Benefit Setup

  • Benefit -  Free
  • Apply to - Different Qualified Items
  • Up to - 1 
  • Qualified item - All Products Buy_a_Package___Get_a_Product_Free.png

When the benefit is applied to the ticket, you will see that the product has been discounted.Buy_a_Package___Get_a_Product_Free_1.png

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

Promotion Criteria Setup 

  • Requirement - Number of Qualified Items
  • Must Purchase - 1
  • Qualified Items - Packages

Promotion Benefit Setup

  • Benefit -  50%
  • Apply to - Different Qualified Items
  • Up to - 1 
  • Qualified item - All Products   Buy_a_Package___Get_a_Product_at_50__Off.png      

When the benefit is applied to the ticket, you will see that the product has been discounted.  Buy_a_Package___Get_a_Product_at_50__Off_1.png

Promotion Name - BUY 2 IDENTICAL PACKAGES & GET A PRODUCT AT $50 

Promotion Criteria Setup 

  • Requirement - Number of Identical Qualified Items
  • Must Purchase - 2
  • Qualified Items - Packages

Promotion Benefit Setup

  • Benefit -  $50
  • Apply to - Different Qualified Items
  • Up to - 1 
  • Qualified item - All Productsmceclip0.png

When the benefit is applied to the ticket, you will see that the product has been discounted.mceclip2.png

Promotion Name - BUY A PACKAGE & A FACIAL SERVICE TO GET 10% OFF A PRODUCT

Promotion Criteria Setup 

  • 1st Requirement - Number of Qualified Items
  • Must Purchase - 1
  • Qualified Items - Packages
  • 2nd Requirement - Number of Qualified Items
  • Must Purchase - 1
  • Qualified Items - Facial Service

Promotion Benefit Setup

  • Benefit -  10%
  • Apply to - Different Qualified Items
  • Up to - 1 
  • Qualified item - All Products  Buy_a_Package___Facial_Service_and_Get_10__Off_a_Product.png                        

When the benefit is applied to the ticket, you will see that the product has been discounted. Buy_a_Package___Facial_Service_and_Get_10__Off_a_Product_1.png

Promotion Name - BUY A PACKAGE VALUED AT $80 & $10 OFF 

Promotion Criteria Setup 

  • Requirement - Value of Qualified Items
  • Must Purchase - $80
  • Qualified Items - Packages

Promotion Benefit Setup

  • Benefit -  $10
  • Apply to - Each Item in Criteria
  • Up to - 1                             package_promotion.png

When the benefit is applied to the ticket, you will see that the package has been discounted. Buy_a_Package_Valued_at__80___Get__10_Off_the_Total_1.png

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 $100 spent on Packages, and another gives $75 off for over $300 spent on Packages

  • For packages above $100 but less than $300, the $30 off promotion will be applied
  • For multiple packages that total above $100 but less than $300, the $30 off promotion will be applied to the least expensive package on the ticket
  • For packages $300 and above, the $75 promotion will be applied
  • For multiple gifts that total above $300, the $75 off promotion will be applied to the least expensive gift card on the ticket

Case 2  Location has two promotions live- One gives 10% off for over $50 spent on Packages, and another gives 20% off for over $100 spent on Packages

  • For gift cards above $50 but less than $100, the 10% off promotion will be applied
  • For multiple packages that total above $50 but less than $100, the 10% off promotion will be applied to the least expensive package on the ticket
  • For packages $100 and above, the 20% promotion will be applied
  • For multiple packages that total above $100, the 20% off promotion will be applied to the least expensive package on the ticket

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

 

Related Articles:

Promotion General Setting & Restriction

Promotion Criteria and Benefits

Membership Promotion Setup

Gift Card Promotion Setup

Product Promotion Setup

Service Promotion Setup

Class Promotion Setup

Stackable Item Promotions

 

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