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Creating Promotions

2
Aug

Creating Promotions in Korona

Go to the promotions page by navigating to Promotions module on the left side, then select ‘Couponing Promotions’. Here you can create new promotions or manage existing ones. To get started, click on New.

This screen allows you to create promotions based off of a wide variety of parameters. To create your promotion, you will need to set up the triggers and benefits appropriately for the promotion you wish to have. Details on each of the triggers are described below.

DEFAULTS BOX

In the defaults box, you can set the name and type of discount.

Validity

This is where you can set the dates and times for your promotion.

NOTE* The conditions (products etc) do not have to be the same as the products in the benefit box. For example: Buy $10.00 worth of Chips and get a $2.50 Pack of Soda for free.

Date: Use this to restrict your promotion to a certain date range.

Weekdays: What days of the week you want your coupon to be good for. If you only run a happy hour M – F, this will allow you to set that up.

Calendar Days: This allows you to determine what days of the month you want your promotion to run. So if you only want it to run every third day or every other day, you can check those days.

Time of Day: Use this to restrict your promotion to certain times of day. Note that time is in military/24 hour format.

Org. Unit: Use this if you want to restrict the promotion to certain Org Units.

Customer Information: If you’d like to add an info text with this promotion you can add it here.

TRIGGER BOX

Trigger

This is where you can set what causes a promotion to happen.

NOTE* The conditions (products etc) do not have to be the same as the products in the benefit box. For example: Buy $10.00 worth of Chips and get a $2.50 Pack of Soda for free.

Total Receipt Amount: You can trigger a promotion to occur based on the total exact amount or greater.

Total Product Quantity: You can trigger a promotion based on the total number of products on a receipt.

Item Amount With Tag: You can trigger a promotion based on the total of items with a specific tag. If you’re trying to set it in increments, use >=.

Item Quantity: You can trigger a promotion based on the total number of a specific product on a receipt. If you’re trying to set it in increments use >=.

Item Quantity with Tag: Use this if you want to restrict the promotion to certain Org Units.

Customer: You can trigger a promotion by assigning a specific customer.

Customer Group: You can trigger a promotion by assigning a customer group to a receipt. This is a great way to trigger employee discounts.

External Coupon Number: In the future you will be able to trigger promotions based off of an external coupon number. This feature is not available yet.

BENEFIT BOX

In this box, you can dictate what benefit this promotion/coupon has and how it affects the parameters you put into the trigger box.

You can determine what benefit your promotion will have on the customer.

You can choose whether your promotion has:

No Benefit: The promotion does nothing. This is another way to turn off your promotion instead of deleting it.

Reduce Product Quantity: This allows you to have a product taken off of the receipt by picking the product and specifying the quantity you wanted to remove from the receipt.

Discounts: You can choose what kind of discount you’d like customers to receive. The first box is for a number either a percentage or dollar amount. The second box allows you to choose whether it’s the dollar amount or percentage. The third box determines whether or not you are setting a fixed price or if it’s a discount. The final box is broken down further here:

On total receipt: This would set the total price of the discountable items on the receipt if selected in conjunction with ‘Fixed Price’. Items marked as not discountable would still count towards the total.

Every other selection below will trigger a fifth box to show that allows you to pick which products get a discount either by Commodity Group, Tag, or individual product.

Distributed on all: This will distribute the discount evenly across products within the defined parameter of the fifth box.

On Every: This will give the discount for every item within the defined parameter of the fifth box.

On the cheapest: This will give the discount on only the cheapest item within the defined parameter.

On the most expensive: This will give the discount on only the most expensive item in the defined parameter.

For a quick explanation on how to create a receipt based coupon, please see the video to the right.

DISCOUNT MANAGEMENT

At the top right of the benefit box, there’s a field to set the discount level of the promotion. First you will want to navigate to Discount Management under the modules on the left below ‘Couponing Promotions’ as shown on the right and set up a couple of different levels.

Level 5 ‘Item Discount’ and Level 10 ‘Receipt Discount’ come standard and are not able to be removed. Note that at the top you can set how a total receipt discount will calculate based off of all products on a receipt or only products that are set to ‘discountable’.

 

The order you set for the levels is the order in which the discounts will be applied. In the example to the right, we have two promotions. Promotion ‘test1’ gives a discount of 10% and is set to level 2. Promotion ‘test1.5’ gives a discount of 1% and is set to level 11. The discount set to level 2(test1) will fire first and then the discount set to level 11(test1.5) will calculate based off the price created by the promotion set to the lower level(test1).

 

Note: If you have two promotions that are set to the same level, they will both apply simultaneously. If you click the exclusive star, only the promotion with the exclusive star will apply.

Examples: buy two products, get the third for free. You could set up the promotion to recognize when three of the same item have been rung up. To set this up, you would create your promotion. In this case, we used “Buy 2 Get 1 Free” in the name. We set up the trigger box leaving everything as is and added the item quantity with a value of 3. The product we chose was A&W. In the benefit box, we selected Discount on one product, the aforementioned A&W. Notice how it is set to give a 100% discount. When you hit the total button on the point of sale, it would apply a 100% discount to the third product. This will make the third instance of the A&W free of charge.

Another way to set up a buy 2 get 1 free promotion can be seen in the video on the right. In this example, tags are used to allow for the possibility of mixing and matching.

You could also apply a discount to a specific group of customers. This is great if you want to set up “clubs” for specific groups. You can set the trigger for the promotion to activate when that customer group is assigned to the current receipt it would apply a discount or a different promotion.

In this example, we have our “Low and Slow Aviator” group.  The trigger here is activated only when that customer group is added to the transaction. The benefit box shows that a discount off of the entire receipt is 20%. As a result, anytime this group is added to the receipt, they receive a 20% discount off of their entire purchase.

Also, because the benefit doesn’t have to match the trigger you can do mix and match promotions as well.

For example, you can apply a discount if a customer buys a certain amount of a product that is tagged the same, a discount can also be applied. Here we have it set up where they can get any three(3) drinks for 20% off. The trigger box is set up to recognize when 3 items with the drink tag are rung up. The will take 20% off all drinks on that receipt for every 3 items rung up.