Configuring Promo Code Discounts

Overview

Promo codes give customers special discounts and limited offers. They can be redeemed by entering a code online or scanning a promo code in-store. Checkmate Direct Ordering supports creating and managing promo codes for customers to enter during checkout.

There are two types of promo codes available:

• Dollar: a certain dollar amount discount.
• Percentage: a certain percentage discount.

Configuration

Enabling Promo Codes

Before creating a promo code, Display Promo Codes must be selected in Brand General Settings.

Step 1: Navigate to Settings, and under Miscellaneous, select General Settings.

Step 2: From General Settings, check Display Promo Codes, scroll down, and click Submit to save changes.

Step 3: To limit the number of promo codes allowed on a single order, navigate to Settings, then User Experience, then Checkout Fields, set the limit, and click Submit to save changes. The limit defaults to 0, which does not limit the customer from adding multiple promo codes to the same order. This can also be limited specifically for Online Ordering or Catering.

Step 4: To change the wording describing the promo code entry at checkout, navigate to Pages, Checkout, and Sections. The Title and Subtitle that appear at checkout to customers can be updated there. Scroll down and click Submit to save changes.

Configuring Order-Level Promo Codes

Follow these steps to configure order-level promo codes:

Step 1: Log in to the Direct Ordering Admin Panel and navigate to Loyalty. Select Promo Codes.

Step 2: The Promo Codes page shows all created promo codes and allows new ones to be created. Select New Promo Code.

Step 3: On the New Promo Code page, fill out the Required Settings:

• Name: the name of the promo code, 15 characters or less, using any combination of letters and numbers.
• Discount Type: designates the promo code as a dollar amount off or percentage off.
• Amount: the dollar or percentage discount, based on the Discount Type.
• Max Uses Per Customer: the maximum number of times one customer can use this promo code (set to 0 for no limit).
• Max Uses Across All Customers: the number of times this promo code can be used across all customers (set to 0 for no limit).

Step 4: Fill out the Optional Settings:

• Minimum Discount Amount: the minimum amount that can be discounted, in dollars (set to 0.00 for no minimum).
• Maximum Discount Amount: the maximum amount that can be discounted, in dollars (set to 0.00 for no maximum).
• Minimum Order Size: the minimum amount a customer must spend to receive a discount, in dollars (set to 0.00 for no minimum).
• Maximum Order Size: the maximum amount a customer can spend to receive a discount, in dollars (set to 0.00 for no maximum).
• Order Type: the specific order type a discount can be used for (OLO, Catering, Merch); set to All to enable for all order types.
• Service Type: the specific service type a discount can be used for (Dine In, Pick Up, Delivery); set to All to enable for all service types.
• Channel Type: the specific channel type a discount can be used for (Kiosk, Online, App, Phone); set to All to enable for all channel types.
• Start Date: the date customers can begin redeeming the promo code (leave blank to make it available immediately).
• End Date: the last date customers can redeem the promo code (leave blank to disable the expiration date).
• Start Time: the time customers can begin redeeming the promo code during available hours (leave blank to make it available for all hours).
• End Time: the last time customers can redeem the promo code (leave blank to make it available until closing hours).
• Title: the promo code title visible to customers for marketing purposes.
• Short Description: the promo code description visible to customers for marketing purposes.
• Description: a longer promo code description visible to customers for describing the promo in detail for marketing purposes.
• Email Address Domain: enter an email address domain, such as somedomain.com, to limit usage of the promo code to users with that domain (leave blank to make it available to anyone).
• POS ID: POS-specific discount ID for promo codes that are directly integrated into a POS discount (leave blank in most cases).

Step 5: Select the Checkbox Options:

• Active: check to make the promo active; uncheck to disable (default is checked).
• Taxed: check to apply the discount before sales tax is calculated, which reduces the sales tax amount; uncheck to apply the discount after sales tax is calculated (default is checked).
• Before Surcharge: check to apply the promo code to the subtotal before any surcharges are applied; uncheck to discount both the order total and the surcharge (default is unchecked).
• New Customers Only: check to make the promo code available only to new customers placing their first orders (default is unchecked).
• Approved Email Addresses Only: check to require manager approval for any customer that uses this discount code (default is unchecked).
• Allow $0.00: check to allow the promo code discount to result in a $0.00 check balance (default is unchecked).

Step 6: Click Submit to create the new promo code. This creates the promo code for an entire order, before any item limitations are set.

Step 7: After the promo code is created, additional settings appear in the left panel:

• Settings: the page where the promo code is initially created and where all of the above settings are configured.
• Images: upload images for the promo code.
• Revenue Centers: choose the revenue centers where the promo code is accepted (leave unselected to enable the promo code for all revenue centers).
• Approved Emails: when Approved Email Addresses Only is checked on the Settings page, add or upload the approved emails that can redeem the promo code.
• QR Codes: relates to QR codes for in-store redemption. QR code redemption is not supported.
• Discounted Items: choose which items should be discounted (leave unselected to keep the promo code at the order level).

Configuring Item-Level Promo Codes

For item-level discounts, follow all the steps above for order-level discounts until it is time to select the discounted items.

Step 1: Navigate to Loyalty, then Promo Codes, select the desired promo code, and navigate to Discounted Items.

Step 2: Select the menu that includes the items to be discounted.

Step 3: Choose the Discounted Quantity. This is the number of that item or items per order allowed to receive the discount from the promo code. This must be set to at least 1 for the promo code to apply; 0 results in an error.

Step 4: Select the discounted items that apply for this promo code.

Step 5: Once the desired discounted items are checked off, scroll to the bottom of the page and click Submit.

Required Items (BOGO Promo Codes)

Discounted Items also include Required Items. Required Items are used for BOGO (buy one, get one) promo code offers only, where the required item must be purchased first to receive the discounted item.

To configure BOGO promo codes, select the Required Items that must be purchased and the Discounted Items that will be received for free. In the Settings of the promo code, apply 100% off so it applies to the discounted item:

• Discount Type: Percentage
• Discount Amount: 100

Guest Experience

From the customer's standpoint, a promo code may have been received through a marketing email, social incentive, or other means. To use it, the customer enters the code at checkout and sees the amount discounted from their check.