This article will discuss how to create an offer to encourage digital gift card purchases. This type of bonus program will send an offer to the customer after completing a gift card purchase or reload, rather than adding funds directly to the gift card. To create a bonus program that adds value to the gift card, please reach out to your Customer Success Manager or our Technical Support team for assistance.
Please note: This type of bonus program is only eligible for digital gift card sales. This will not award offers for in-store gift card sales.
Creating An Offer
- Sign into the Incentivio Admin Portal and navigate to the Offers tab.
- Select + New Offer.
What Section
- Select the Program and Campaign, and enter the Internal Title (which guests will not see).
- If you are using an integrated point-of-sale system (such as Toast or Revel), please refer to these guides for assistance in creating an External ID:
Toast: Creating Toast Discounts (External IDs)
Revel: Creating Revel Discounts (External IDs) - Select + Add Reward to begin selecting which items will be discounted and what items must be in the cart for the guest to qualify for this discount.
- Select the appropriate Discount Type (Amount or Percentage) and enter the Discount Amount.
- Select the Discount Target (Order or Product).
If this offer targets the check (ex: $5 off your order), select Order and proceed to step 4.
If this offer targets a specific item or group (ex: $5 off a pizza), select Product and proceed to step 3. - Under Discounted Products, select either Group or Item from the drop-down. Use the search bar to find and add the eligible items for this discount.
- Save this screen, then proceed to add the Inbox Display Content, which is what guests will see in their inbox.
When Section
- For Distribution Mode, select Activity > Gift Card - Purchase and/or Gift Card - Add Value.
For assistance in understanding Activity Types, refer to this guide: Activity Types - Select the desired Distribution Channels and Redistribution Mode. As a reminder
- Single Lifetime offers will only ever be distributed once.
- Single Active offers can be redistributed once they have been used or deleted.
- Multiple offers will continue to be distributed each time the customer purchases a gift card or reloads their gift card, so they can have multiple in their inbox at once.
- Set the Distribution Blackout, which controls how often this can be distributed to guests.
- Select the Distribution End Date Type (either Static [a fixed end date] or Never Expire), and enter the required State Date and, if applicable, End Date.
Who Section
- If this offer is targeted at customers with an existing ordering history, select the checkbox next to Enable Reach and select the applicable stores.
Note: This will prevent new guests from redeeming this offer, as they have not yet been assigned Reach. If you want new guests to be able to redeem this offer, ensure that this checkbox is not checked so Reach will be disabled. - Select the appropriate Targeting Rule - Gift Card - Purchase and/or Gift Card - Add Value - and set the necessary purchase amount to receive the offer. For assistance in understanding Targeting Rules, which control which guests receive an offer, refer to this guide: Targeting Rules
- Select the appropriate Redemption Rule, which controls when guests can actually redeem this offer. In most cases, Everyone is the best option to ensure that all guests who receive the offer can actually redeem it.
For assistance in understanding Redemption Rules, refer to this guide: Redemption Rules - Select the desired Redemption End Date Type - Static, Dynamic, or Never Expire.
- Static end dates will expire on a set date.
- Never Expire end dates will never expire (until the offer has been manually deleted from the Incentivio system.)
- Dynamic end dates will expire a set amount of time after they have been distributed to the guest's account, driving urgency to redeem the offer. (Ex: Setting this field to 30 days will allow guests one month to redeem this offer after it has been sent to them; after 30 days, it will be automatically removed from their inbox.)
- Set the desired Redemption Start Date and Redemption End Date (if applicable.)
- Save the offer.