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.
Contents
Video Tutorial
Step by Step Guide
Basics
Fill in the basics page as you normally would. Include your Internal title, campaign, store targeting - if you wish (knowing this will limit the offer to send only to users who've placed an order), but leave Always Available Offer disabled.
Discounts
On the Discounts page, fill in what you would like to reward your guests with.
- Select the discount type:
- BOGO - Buy one item, get a second of the same item for free.
- Dollar Amount - Fixed dollar amount off a check or specific group/item.
- Percentage - Fixed percent off a check or specific group/item.
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Custom - An open template for creating a discount exactly how you'd like.
- For Dollar Amount, Percentage, and Custom: Set the Discount Amount and select whether it will be applied to the entire order or specific product(s). If this offer targets specific products, select the applicable products.
- For BOGO: Select the Product(s) that this discount can be applied to.
Use the BOGO template for "true" BOGO discounts (buy one, get a second of the same item free). For other BOGOs (buy one, get a different item for free; buy one, get a second of the same item 50% off), use a Percent or Dollar Amount with Qualifying Products
- Connect a discount from the external POS for brands using an integrated POS (Toast, Revel, Qu, etc.). If the discount ID is shared at all locations, enter it under All Stores; if it is unique, or if the discount is only applicable at some locations, map the IP Per Store.
For guidance on creating external discounts, refer to the following articles:
Target Audience
To target the purchase or reload of a digital gift card, you will leverage the Gift Card Activity Targeting Rules.
- Enable Activity Based and select the Gift Card Purchase and/or the Gift Card Add Value Activity
- Enable Targeting Rules and Select the appropriate Gift Card targeting rules based on your Activity types and set the necessary purchase amount to receive the offer.
Redemption
This section will control who can redeem this offer, separate from who is eligible to receive the offer.
- Select whether this offer is redeemable based on Customer Tags, Custom Targeting Rules, or Segments.
- Customer Tags - Target specific customer tags so this offer is only redeemable by loyalty accounts with designated, manually-added customer tags.
- Custom Targeting Rules - Target pre-set rules (such as Everyone, Average Basket Value, or Journey Stage) to control who can redeem this offer.
- Segments - Pre-set groups of targeting rules that can target the same group of customers across communications. For more information about creating Segments, refer to this guide: Creating a Segment
Please note: Make sure your redemption rules are more general than your targeting rules. For example, the most commonly used redemption rules are Everyone, Basket Subtotal, or Day of Week. Remember - customers cannot redeem offers they do not receive (based on the Target Audience section), but they should be able to redeem offers they do receive.
Availability
- Select how often customers can receive this offer:
- One time only - Customers will only ever receive this offer once. It cannot be manually re-sent to them, and once it has been used or deleted, they will not receive another copy.
- One active offer at a time - Customers can only have one copy of this offer in their inbox at any given time. Once it has been used or deleted, they will receive another copy if the message is still active and they still qualify, based on the rules set in the Target Audience section.
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Multiple offers at once - Customers can receive multiple copies of this offer. This should only be used with Activity-based offers to prevent overcrowding inboxes with duplicate communications.
- Select when this offer will be sent:
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Start Date
- Immediately - This offer will be sent out at the next available time slot or once customers complete the necessary activity.
- Custom Date - This offer will begin sending out on the date selected at the first available time slot or once customers complete the necessary activity.
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End Date
- Never - This offer will not stop sending new copies until it has been deleted from the Dashboard or until the end date has been changed to Custom Date and a specific end date has been entered.
- Custom Date - This offer will stop sending customers new copies after the selected date, which is the last day for customers to receive new copies.
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Advanced Options - can be toggled on for additional customization, including:
- Time zone - Set the time zone that controls the time slots during which this will be distributed.
- Days of the week - Set which days of the week this will be distributed on (All Days will be selected by default).
- Time slots - Set which time slots this offer will be distributed during. By default, 7 a.m.—8 a.m. will be selected.
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Distribution limits - Set an (optional) maximum number of distributions.
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Start Date
- Select when customers can redeem this offer:
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Start Date
- Immediately - This offer is redeemable immediately (once it has been distributed to use inboxes.)
- Custom Date - This offer is not redeemable until the date selected.
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End Date
- Never - This offer will be redeemable until the customer uses it or deletes it. It will not expire and be removed from their inboxes.
- Custom Date - This offer is redeemable through a specific end date. After that date, it will no longer be redeemable and will be removed from their inbox.
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Amount of Time - This offer will expire out of customer inboxes after a fixed amount of time after receiving it (e.g., 30 days after receiving it).
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Start Date
Look
- Select how this offer will be sent to customers. Multiple options can be selected and customers will receive them through the channels they have opted into:
- Account - This cannot be unselected. All communications they qualify for will be distributed to their account (in-app) inbox.
- Push - Customers will receive a push notification if they have this permission enabled.
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Email - Customers will receive an email notification if they have opted in to email marketing communications.
Hint: Make sure you set your loyalty offer email template up in advance! -
Text Message - Customers will receive an SMS notification, if they have opted in to SMS marketing communications.
- If Text Message is selected, you can also set a distribution limit of Unlimited or Fixed Amount, which can help control costs.
- If Text Message is selected, you can also set a distribution limit of Unlimited or Fixed Amount, which can help control costs.
- Create the display content, which users will see in their inbox/email.
- Enter the display title, short description, and long description.
Please note: The short and long descriptions each have a maximum character count of 500 characters. - Upload both a small image (square, 1:1 ratio) and a medium image (rectangle, 25:14 ratio.) Our new in-page image cropping tool helps ensure that the image is displayed to customers exactly how you intended. You can upload a GIF here as well!
- Enter the display title, short description, and long description.
- If using Text Message: Set the SMS display content.
Please note: The character limit is only 70 characters per SMS when using emojis in SMS communications. Otherwise, it is 160 characters. It the character count exceeds these limits, multiple SMS will be sent, which will incur additional costs.
- Additionally, we can support displaying content in multiple languages, which will dynamically display the correct language based on the user's device language. To add content in multiple languages, toggle on Multiple Languages and add content for each language.
Once all fields are complete, select Save Offer. No additional action is needed for this to begin sending out; it will begin to do so as soon as a user completes the necessary activity during the distribution Start and End Dates.
More Resources
We have additional guides that walk through creating specific offer types.
- Dashboard - Creating a BOGO Offer (Buy one, get the same item free
- Dashboard - Creating a Custom BOGO Offer
- Dashboard - Creating a Check-Level Discount
- Dashboard - Creating an Item-Level Discount