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Creating SpotOn Discounts (External IDs)

When creating an offer or loyalty offer in Incentivio, a matching discount must be created in SpotOn. This ensures that the POS recognizes this discount for reporting and price calculation.

This tutorial will teach you how to create discounts within SpotOn and link them to Incentivio Offers and Loyalty Offers.

 

Contents

  1. How to create a discount in SpotOn
  2. How to attach a discount in Incentivio

How to create a discount in SpotOn

Here is a helpful guide from SpotOn to help facilitate creating the discount: SpotOn - Create a Discount

  1. Log into the SpotOn portal. From the main BOH screen, select the Discounts icon.
  2. Select New + to create a new discount.
  3. From the drop down menu, select the appropriate Discount Type.
    Incentivio can support both Amount Off and Percent Off; however, we cannot currently support the other discount types.
  4. Input the discount value, based on the Discount Type. It is not recommended to set the minimum order value or maximum discount amount in SpotOn, as this can interfere with settings on our side and cause customers to run into errors.
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  5. Under Promo Code, select Add/Update and enter in a promo code. This is not the promo code customers must enter to receive the discount - this will be used as the External ID
    in Incentivio.
    To create a promo code-based offer in Incentivio, please refer to this guide: Creating a Promo Code
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  6. Under Order Types, select those associated with Incentivio orders - generally Online - Pickup and Online - Delivery.
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  7. Save this discount and finish setting up your offer/loyalty offer in Incentivio!

 

Additionally, SpotOn supports targeting specific locations with their discounts. On the discount creation page, click Location Specific Settings on the top-right side:

Screenshot 2024-08-22 at 3.16.26 PM.png

From here, check off the locations where this discount can be applied:

Screenshot 2024-08-22 at 3.16.15 PM.png

 

How to attach a discount in Incentivio

When creating an offer or loyalty offer in Incentivio, you will have an opportunity to input the Promo Code set in SpotOn.
Please note: Offers and Loyalty Offers are currently only available for digital transactions (in-app and web ordering), not for in-store transactions.
Additionally, only check-level discounts can be created right now. We cannot target item-specific discounts for SpotOn at this time.

Under the What section on the offer template, input the Promo Code next to External ID:

Screenshot 2024-04-22 at 4.30.27 PM.png

Otherwise, finish setting up your offer based on your desired result. Here are some additional guides that may help navigate this:

Creating an Offer

Creating a Loyalty Offer

Birthday Offers

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