Promotions

Promotions are quite flexible with lots of options. They can be:

• Customer specific or available for everyone

• Automatically applied or accessed via a code

• For a price or percentage

• For a specific item or applied to the total basket

• Applied for a particular service or date range

• Advertised with a pop up message or a banner that sits under the basket on the web order page

Create a Promotion

1. Go to your Dashboard (app.preoday.com)

2. Select Promotions and Offers
   
   

   Open

   

    

3. Click the blue circle with the '+' inside it
   
   

   Open

   

    

4. Under the 'BASIC' tab,

   1. Give your promotion a name

   2. In 'Discount Value', give your promotion value. You can choose this to appear as:

      1. Fixed Amount off

      2. % Amount off

   3. Select the conditions of your offer:

      1. All customers / Specific customers only

      2. Apply automatically at checkout / User enters a promotion code

      3. Multiple use / Single use / First purchase only

5. Under the 'ADVANCED' tab, you can specify how long the offer is active for (Set validity period) and what type of orders the promotion is applicable to:

   1. All / Delivery / Collection / To Seat

   2. If there is a minimum order value to enable the discount

   3. Choose whether the promotion is displayed - including promotion name - on your customer-facing menu by selecting if you’d like it as a banner or a pop up message. Then write your text

6. Click 'Done' to save

Create a 'specific customer' Promotion

1. Go to the QikServe Dashboard

2. Select 'Promotions'

3. Click the blue circle with the '+' inside it
   
   

    

4. Under the 'BASIC' tab, give your promotion a name

5. In 'Discount Value', give your promotion value. You can choose this to appear as a currency (money off) value or a %

6. Set the conditions of your offer to Specific customers only
   
   

    

7. Once the promotion is set up and you've pressed 'Done', return to the promotions page (where you clicked the blue circle with the '+' inside it)

8. Hover your mouse/pointer over the three dots next to your promotion name. Four icons will pop up, click the one named 'Apply to customer account'. Note that you will only be able to add customer specific promotions to customers who have already created an account.

9. In the side screen that appears, use the search bar to search the required customer name/s (after searching and selecting a customer, you can then search for another - your selection will be retained)

10. Click 'APPLY PROMOTION' at the bottom right of the screen

Creating an item specific promotion

1. Go to the QikServe Dashboard

2. Select 'Promotions'

3. Click the blue circle with the '+' inside it
   
   

    

4. Under the 'BASIC' tab, give your promotion a name

5. In 'Discount Value', give your promotion a value. You can choose this to appear as a currency (money off) value or a %

6. Select the conditions of your offer:

   1. All customers / Specific customers only

   2. Apply automatically at checkout / User enters a promotion code

   3. Multiple use / Single use / First purchase only

   4. Apply to the basket total / Apply to a section / Apply to an item / Apply to a tag

7. Search for the item you want the promotion to apply to and then select it from the drop down list

8. Under the 'ADVANCED' tab, you can specify how long the offer is active for (Set validity period) and what type of orders the promotion is applicable to:

   1. All/ delivery / Collection / Voucher

   2. Choose whether the promotion is displayed - including promotion name - on your customer-facing menu
      
      

       

   3. Click 'Done' to save

Creating a qualified item promotion

This type of promotion is applied only for qualified items. The qualified items can be specified by name, section or tag. The promotion discount will be applied only if qualified item are present in the basket, with the option to select a mininum order value of qualified items to trigger the promotion.

1. Go to the QikServe Dashboard

2. Select 'Promotions'

3. Click the blue circle with the '+' inside it

    

4. Under the 'BASIC' tab, give your promotion a name

5. In 'Discount Value', give your promotion a value. You can choose this to appear as a currency (money off) value or a %

6. Select the conditions of your offer:

   1. All customers / Specific customers only

   2. Apply automatically at checkout / User enters a promotion code

   3. Multiple use / Single use / First purchase only

   4. Apply to the basket total (This condition is mandatory if you want to use qualified items)
      
      

      
      
      

7. Choose the qualified items by name, all items from a section or by tag.

8. Under the 'ADVANCED' tab, you can specify the minimum order amout to apply the discount. If set, the user must have this amount, spent only in qualified items, to trigger the promotion.
   
   

   9. Click 'Done' to save

Credits within promotions

There is also an option for Credits in promotions. This acts as a credit that you can give to a specific customer instead of a refund or if you wish to give a customer discount off their next purchase due to a faulty or wrong order.

They can be set up in the same process as offers, see above.

Communicating with customers through promotions

You can create non-revenue promotions to communicate with customers during the user journey. These communications can be presented as a pop-up message when the customer arrives on the ordering page or as a banner under the basket.

1. Go to your Dashboard

2. Select 'Promotions'

3. Click the blue circle with the '+' inside it
   
   

    

4. Under the 'BASIC' tab, both banner and pop-up promotions will have the same configuration.

   1. Promotion name - This name will be internal facing and not appear on the customer check.

   2. Discount value - Set to currency with a value of 0

   3. All customer

   4. Multiple use

   5. Apply to the basket total

5. Under the ‘ADVANCED’ tab, at the bottom you can activate banner or pop-up then add the messaging you’d like customers to see.