Dashboard - Promo Codes at Guest Checkout

Contents

1. Feature Overview
   1. Need to Knows
2. Creating an Offer for Guest Checkout

Feature Overview

Promo code-based offers can now be used by both loyalty and non-loyalty guests through Incentivio apps and web ordering. This update removes the need for account creation, helping brands reach more customers with a single campaign.

Need to Knows

• The Incentivio team must enable this feature before brands can begin creating guest checkout offers. Please contact your Customer Success Manager or our Technical Support team ([e-mail]) to request that this feature be enabled.
• This feature also requires an app update before guests can begin redeeming guest checkout offers in-app.
• Brands must have guest checkout enabled.
• The offer must be created as an "Always Available Offer."
• The offer must always use a promo code for redemption (meaning the Targeting Rule must be set to Promo Code).

Video Tutorial

Creating an Offer for Guest Checkout

1. Navigate to Communications > Promo Codes and select + New Promo Code and create your Promo Code
   
2. Navigate to Communications > Offers and select + Create Offer
3. On the Basics page, fill out the usual information, but be sure to do the following:
   • Keep Store Targeting disabled, as this may prevent guests who are not signed in from redeeming the offer.
   • Toggle on Always Available Offer. This will enable another toggle - Usable at Guest Checkout - which should also be toggled on.
     
     
4. Fill out the Discounts page with your desired offer details.
5. On the Target Audience page select your Promo Code. This cannot be combined with any other Targeting rules which is why you are unable to add any additional ones here.
   
6. Set your desired redemption rules on the Redemption page. The following Redemption Rules are compatible with this type of offer:
   • Everyone
   • Basket Subtotal
   • Order Type (Pickup or Delivery)
   • Day of Week
   • Time of Day
     Any other redemption rules should not be used, as they will prevent this offer from being redeemed.
7. On the Availability page add your distribution and redemption start and end dates. You will notice the Redistribution mode is preset. This cannot be edited.
8. Fill in your display content on the Look page.

Helpful Links

Creating an Offer

Creating Toast Discounts (External IDs)

Creating Revel Discounts (External IDs)