Offers & Discounts

Offers let you create targeted discounts (percentage or fixed amount) with promo codes, date ranges, minimum order rules, and customer segment eligibility. They are a core tool for driving first orders, repeat business, and specific order types.

Accessing Offers

Step 1: Go to Marketing in the sidebar (unified workspace).

Step 2: Select the Offers / Promotions section or tab.

Creating an Offer

Step 1: Click Add Offer or Create New.

Step 2: Configure core details:

• Offer name (internal)
• Discount type (percentage or fixed amount)
• Discount value
• Promo code (optional but recommended for tracking)
• Start and end dates
• Minimum order amount (optional)
• Maximum uses / redemptions (optional)

Step 3: Set eligibility:

• All customers or specific segments
• First-time customers only
• Specific order types (delivery, pickup, dine-in)
• Channel restrictions if supported

Step 4: Preview the offer as it will appear to customers.

Step 5: Save and activate.

Managing Offers

• View active, scheduled, and expired offers.
• Edit or duplicate existing offers.
• Pause or delete offers.
• Track redemptions and revenue impact in the offer detail view or reports.

Best Practices

• Use clear, memorable promo codes.
• Set realistic max uses to control cost.
• Combine with segments for high-ROI targeting (e.g. lapsed customers).
• Review performance regularly and archive low-performing offers.
• Test offers on a small segment first if possible.

Related

• Marketing Overview
• Loyalty Programs (often used together)
• Campaigns & Automations (promote offers via email/SMS)
• Sales Reports (see offer-driven revenue)

Note: Exact eligibility options and tracking depth depend on your enabled marketing modules.

Offers are one of the fastest ways to run promotions and measure their direct impact on orders.