How to create a discount-based program

Set up a discount-based loyalty program so that customers receive a discount from the purchase amount. To do this, create customer groups, specify conditions of transition between groups and add guests to the customer list.

Creating customer groups

To begin with, create customer groups, to set up discount accounting:

  1. Open the tab Marketing → Customer groups in the management console.

  2. Click Add.

  3. Name the group.For example, “5%”.

  4. Select the loyalty program — Discount system.

  5. Enter the Discount — 5%.

  6. Click Add.

💡 Assign different discounts for different customer groups.

Conditions of transition between groups

To increase the discount, apply the automatic transition between bonus groups. To configure the transition between bonus groups:

  1. Open the tab MarketingLoyalty.

  2. In the section Discount-based program turn on the transition between groups.

  3. In the Transition conditions section, select the group from the list and write the sum for purchases, at which point the customer will get a higher discount..

  4. Click Add and follow the same way for the rest of the customer groups.

  5. Click Save.

☝️ When the customer moves to a new group, the discount percentage will increase with the next purchase.

Add customers

In order for a guest to become a member of the discount-based loyalty system, add him to the customer list.

To add a customer:

  1. Open the tab MarketingCustomers in the management console.

  2. Click Add.

  3. Fill in the customer form and select customer bonus group that matches the customer bonuses size.

  4. Click Add.

💡 Add new customers on the register. To do this, click + button in the window with a customer list, fill the form and click Done.

If you don’t want to apply discounts to some dishes and products, add them to exclusions.

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