Creating Revel Discounts (External IDs)

Required set up for all Revel Discounts

After creating your Incentivio discount, you will need to set up a matching Revel Discount. 

You will almost always need to select these fields when creating a Revel Discount:

1. In your Revel portal, navigate to Products---> Discounts---> + Add New Discount
2. Enter this information for all Discounts:

• Discount Function is Standard
• Check the Discount code box
• Discount Type chooses as either Amount or Percentage from the drop-down box.
• Qualification Type Chooses as either Item or Order from the drop-down box.
• For How often to apply - Select Once per order
• For Stacked Discount Type - select competitive
• Check the Taxed box
• Effective Dates/Times - Select "All" and it should autopopulate with 12:00am - 11:59pm. 

Here is an example of what that setup could look like:

These settings will change depending on how the offer was set up in Incentivio:

1. Within Incentivio, if the Offer is for an "Amount" then select "Amount" for the "Discount Type" field in the Revel Discount. For "Percentage", select "Percentage" for "Discount Type". 
2. Enter the same amount or percentage that you entered into the Incentivio Offer in the "Discount Amount" field in Revel.
3. For the "Discount Target" within Incentivio, if you select "Order" then select "Order" for "Qualification Type" in Revel. If you select "Product" then select "Item" for "Qualification Type" in Revel. The qualification subtype in Revel needs to also match up with the targeted item or groups within the Incentivio Offer. Please Note - Revel only allows you to select one item when targeting "Item". However, they let you target multiple Groups or Classes just like Incentivio Offers. 

You'll always need to set up a Revel Discount Code for every Offer. Here is how to set one up:

1. The External ID needs to be uploaded to Revel using the "Import/Export discount codes" section at the bottom of the Discount. If you don't see this section, save the Discount and then edit it and scroll to the bottom.
2. Navigate to the bottom of the page until you see Import/Export Discount Section.
3. Click on the link Import / Export discount codes

Following pop up will appear as given below,

Click on Export Button, afterwards a blank excel sheet will be exported and saved in your computer. Once it is open there are 3 blank columns named CODE, TYPE USED. In the Code column, you will enter a random code. This code can be anything you want (e.g. "aweufh1314719842"). The Type is almost always going to be "0" and Used will almost always be "No". 

After you are finished, make sure to copy the Code into the Incentivio Offer External ID section.

Setting up Revel Discounts if the Offer is Redeemable In-Store

In store redemption should always be set up with "Variable Bar" for Incentivio Offers (see image below). You can generate in excel by using prefix and trailing code length from Incentivio Portal. 

To set this up on the Revel side, you will need to first set up the Discount Code (you need to do this for all Revel Offers). There is information on setting up Discount Codes above. The difference with in-store offers is that you need to also set up the Variable Codes in excel. They are linear - so if you set a prefix of 743 and a trailing code length of 6, the first code would be 743000000, second code would be 743000001, third would be 743000002, and so on. We generally create 25,000 unique codes in excel. See screenshot above for reference. If you choose a trailing code length of 6, you will need to go to Advanced Options > Fixed Amount > Enter 25,000 (see image below).