Advanced Promotion Options

Latest update: - Mikey Jarvis

Promotions is Vend's easy-to-use discounting tool for running in-store discounts and sales. Promotions let you set up offers on all or selected products, in just a few simple clicks - without the need for spreadsheets or manual uploads. Plus, live promotions automatically update to include relevant products, customers or outlets as they're added into Vend.

Important: This article focuses on setting up advanced promotions in Vend. For information on basic promotions and on the promotions feature in general, click here.

Important: Where a promotion and pricebook are active across the same products, customers, outlets and dates, both discounts will be applied. If you don't wish to have both discounts applied, please adjust either the promotion or the pricebook. Find out more.

What can I use advanced promotions for?

  • To save time. Set up new promotions in a few clicks. No need for spreadsheets or page-by-page changes.

  • To set and forget. New products, customers and outlets are automatically added to relevant existing promotions.

  • To boost sales. Offer customisable discounts to incentivise customers to increase spending. Limit sales by time and date to boost revenue in quieter periods.

  • To eliminate workarounds. Advanced Promotions offer a suite of customisable discounting tools, such as ‘spend and save’, ‘buy-one-get-one’ and coupons, that can be easily set up and run. No need for workarounds.

Note: Promotions is only available in-store at the point-of-sale, and not on Vend Ecommerce at this stage.

To get started with advanced promotions, follow the steps below:

Adding an Advanced Promotion:

Important: Advanced Promotions is currently only available to a small number of retailers. We will be continuing to roll out the feature over the next couple of months.

1. Navigate to Products -> Promotions.

Here will be a page listing all current promotions. If you already have a promotion setup, you can click on this promotion in the list below to expand and edit it.

2. To add a new advanced promotion, click the Add Promotion button on the top right side of the page.

3. Give this advanced promotion a name and a short description.

4. Specify the date range for this advanced promotion

5. And choose which outlet(s) this promotion will apply to.

Note: If you select All Outlets, any future outlets that are added to your store will also include this promotion.

6. Next, choose the type of promotion. In this case, select Advanced.

You will now need to choose a condition for your advanced promotion. You can choose to offer a promotion to customers either when they spend a certain amount (spend and save) or buy certain items (buy and save).

Buy and Save:

To create a "buy and save" promotion, select when a customer buys the following items from the condition drop-down.

Once you've done this, specify which products are included in this promotion and how many of them your customer needs to buy to qualify for the promotion discount.

Next, choose the percentage or dollar discount applied to the entire sale, if the promotion condition is met.

Spend and Save:

To create a "spend and save" promotion, select when a customer spends the following amount from the condition drop-down.

Once you've done this, specify how much the customer needs to spend to qualify for the promotion discount and which products are included in this promotion.

Next, choose the percentage or dollar discount applied to the entire sale, if the promotion condition is met.

Targeting your Promotions:

At this point, you can also choose to make this promotion available to all customers or one specific customer group. This is useful in cases where this promotion is available to VIP or member customers only.

  • If you have created multiple advanced promotions, make sure they are associated with different customers, customer groups, or products. If you run multiple different promotions for the same customers, customer groups or products your customers may not be offered the correct promotions at the point of sale.

  • If you are planning on running more than one promotion at a time, it is best practice, therefore, to create targeted promotions rather than catch-all promotions.

One of the best ways to target your promotions is to use customer groups. If you would like to learn more about creating customer groups, click here.

Note: If you have a staff discount promotion active make sure you exclude them from any other promotions currently active in your store.

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