Promotions, Discounts & Referrals

Promotions are discounts guests get on their order: some need a promo code, others apply themselves when the order qualifies. Referrals reward guests who bring a friend with store credit. For owners, admins and managers.

Where to find it

• Sidebar › CUSTOMERS › Promotions — create and manage promotions.
• Sidebar › CUSTOMERS › Referrals — the referral program.
• Store Settings › Rewards lists the promotions active at a store.

Create a promotion

1. In CUSTOMERS › Promotions, start a new promotion and pick a type, such as Percentage Off, Fixed Amount Off, First Order or Buy X Get Y.
2. Set the discount, what it applies to, and any limits.
3. Choose the stores and the Schedule. Pause or end it at any time.

Turn on referrals

1. In CUSTOMERS › Referrals, turn on Enable Referral Program.
2. Choose the referrer's store-credit reward and the friend's discount.
3. Guests share their code from My Rewards, and the friend enters it at checkout. See Customers, Loyalty & Store Credit.

Good to know

• Menu-specific types, Buy X Get Y and Free Item, each belong to one store; the others can run at any of your stores.
• The referrer's credit is given once the friend's order is paid, and taken back if that order is fully refunded.
• The AI Manager can create a promotion, never deeper than the biggest discount you allow it. Whether it waits for a yes follows its settings, and only the owner or an admin can approve. See Approvals, Limits & Settings.
• Pair a code with a campaign to reach the right guests. See Email & SMS Campaigns.

If something's not working

• A code doesn't work? Check the promotion is Active at that store on that day, and that the order meets its minimum and limits.
• Two deals won't combine? Only promotions marked Stackable combine with others.
• Still stuck? Email [email protected].