An automatic discount is a discount that applies automatically when the parameters are met. Unlike a coupon, it does not require the customer to enter a code to receive the discount.
This feature is available with the following subscription plans. Merchants not on one of these plans will be automatically upgraded
- Pro
- Expert
- Begin on the Promotions section under Discounts
- Click (+) next to the search bar
- Select 'Create Automatic Discount'
- (Optional) Choose a template you would like to
Selecting any of these templates will automatically apply a 10% discount or Free Shipping. You can always click the 'Back' button to make changes if needed
To create a coupon from scratch, select the 'Advanced' option
- Enter the details of the discount
- Rule Name: Customers will not see this. Make sure to keep it under 12 characters, one word, and don't use any special characters.
- Rule Description: Internal description to help you understand why the discount is being granted. This is only visible via the dashboard.
- Discount Amount: Amount that will be taken off the total order amount. You can toggle between dollar and percentage modes by clicking the $ symbol in the text field.
- Fixed Discount: Toggle this on if you want the discount to apply off of each item.
- Fixed Price: Toggle this on if you want to the price of all items to be set to the discount amount that is chosen.
- Click 'Save & Continue' in the top right of your screen to move on after completing each section of your discount
- Select the discount parameters
- Offer type: Limit the discount to specific order types (pickup, delivery, shipping)
- Email: Limit the discount to specific email addresses (youremail@domain.com) or email domains (anyone with "@gmail.com")
- Date Limited: Limit the discount to a specific set of dates (today to next Monday)
- Time Limited: Limit the discount to specific hours of the day
- Day Limited: Limit the discount to a specific day of the month (every month on the 21st) or day of the week (every Friday)
- Minimum Order Amount: Limit the discount to only apply on orders with subtotal above this amount
- Category and Product: Limit the discount to only apply on certain products, categories, or quantities. Some of the more popular filters are:
- Type - Choose from the categories of products in your store (wine, beer, spirits, etc)
- POS ID - Enter the SKUs from your POS that you want the coupon to apply to
- Tags - Enter the product tag that you want the coupon to apply to
- Size - Choose the size of product you want the discount to apply to (750mL)
- Minimum or maximum quantity of products
- Discount qualifying products only - recommended
- First Order: Limit the discount to only apply to customers who have less than a specified number of orders
- Excludes Discounts: Limit the discount to only apply on non-sale items or items without the "nodiscount" tag (recommended so customers can not double dip)
- Double Discounts: Allows the discount to be stacked with automatic discounts
- Customer Specific: Limit the discount to only apply to specific customer IDs
- Order Origin: Limit the discount to a specific origin (Mobile app or Website)
- Discount Feature (Optional) Creating a discount on delivery or shipping amount
Recommended setup for a Free Delivery discount: On the first screen under Basic Information, set the discount amount to $0. Then, go to the Day Limited section and enter the dates the discount will be active. Next, in the Feature Discount section, set the discount amount to 100% (click on the $ to change to %), add a Max Discount Amount to apply to the fee and toggle on Delivery Fee.
Steps for a Case Discount setup : View article here - Marketing Options (Optional) if you would like to promote this specific discount on your Deals page on your website
- Review your setup, then click 'Create' to complete your discount
If you have any questions or need a more advanced discount, schedule time with your Customer Success Manager here.