Promotions allow the ability to grant automatic Discounts to groups of customers, such as season ticket holders or VIP customers. Promotions differ from Discounts because you may specify which Menu Items and Accounts are eligible for the Discount, where as Discounts can be applied to all Items within a cart for any guest.
Note: Promotions is a paid feature. If you're interested in this feature please reach out to Product Support or your Clover Sport Customer Success Manager.
- Promotions Page Overview
- Accounts and Account Groups
- Create QR codes for Promotions
- Tap/Dip/Swipe Settings for Promotions
- How a Promotion is Applied to an Order
Promotions Page Overview
To access the Promotions page,
- Navigate to Configuration > Manage Promotions > Promotions.
- Click on an existing Promotion to edit it or click Create to create a new Promotion.
Promotions require the following information (all sections must be filled out):
- Name: The name of the Promotion will appear in Manager.
- Active: Toggle to make the Promotion either active or inactive. Inactive Promotions will not provide the associated Discounts.
- Discount Type: Applies a percentage or dollar amount Discount to the associated items.
- Discount Amount: The percentage or dollar amount applied to the associated items.
- Items: Any items that will be eligible for the selected Discount.
How to Add Items to a Promotion
To attach an Item to the Promotion,
1. Type an existing Menu Item name.
2. Click the Item from the drop-down menu. Repeat this process for all Items you want to be added to the Promotion.
3. Click Save.
Once your Promotion is created, you must then create the Accounts (barcodes) and Account Groups (groups of barcodes) that are eligible to redeem the Promotion. See the next section.
Accounts & Account Groups
Account Groups are a collection of Accounts/Barcodes that are eligible for specific Promotions.
Now that your Promotion has been created, you have to make Accounts that can benefit from these Promotions.
Account Groups hold one or more Promotions and organize the client's Accounts.
For example, I may have an Account Group of Season Ticket Members. All Accounts within that group will be eligible for any Promotion that I add to that Group.
Create Account Groups
To create an Account Group,
1. Click Create and select Create account group.
2. Enter the Account Group details.
3. To add the Promotion, you must click into the Promotion box or start typing the name of the Promotion to add.
4. To edit an Account Group, click the gray drop-down arrow next to the word Viewing.
5. Select View by Account Groups.
6. Click the name of the Account Group you want to edit and edit the details.
Create Accounts
To create an Account,
1. Click Create and select Create account.
2. Enter the Account name and ensure Active is toggled on. Inactive Accounts can no longer be used to redeem Promotions.
The name of the Account is what can be manually entered on the device to redeem a Promotion or associated with a scannable QR Code or barcode.
3. Add the Group the Account is associated with.
4. Click Save. The Account is now eligible for any Promotion within that Group.
Import Accounts
Most businesses will have several Accounts that they would like to be eligible for Promotions. You can import Accounts using a CSV file to make this process easier.
First, click on the overflow menu (3 dots).
Click Import Accounts.
For a complete walkthrough on importing Promotion Accounts, click here.
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Create QR Codes for Promotions
To create a QR code for a Promotion:
1. Navigate to any QR code-generating website.
2. Find the Account Number for each Promotion by navigating to Configuration > Manage Promotions > Accounts in Clover Sport Manager.
3. Select View By Accounts in the top left drop-down.
4. Click on the Account you want to create the QR for and click it to find the Account number.
5. Navigate back to your QR generator website and use this Account number to create your QR code. You will likely have to select the format as text depending on which QR generator website you choose.
6. Once you have saved these QR codes, you can add them to tickets or badges for use in your Promotions.
Tap/Dip/Swipe Settings for Promotions
Certain promotions enable guests to tap, dip, or swipe a physical card on the customer-facing display, just like they would with a credit card. Please consult your Clover Sport representative before turning on these settings in Clover Sport Manager.
1. Navigate to Configuration > General Settings.
2. Toggle on Tap/Dip/Swipe for Promotions
To add a Promotion to the order, the cashier taps the overflow menu (3 dots) and clicks Add Promotion.
If Tap/Dip/Swipe Settings are enabled, when the cashier clicks Add Promotion , the guest is prompted to insert, swipe, or tap their card on the customer facing display:
If Tap/Dip/Swipe Settings are not enabled, the cashier or the guest will scan the promo QR code or manually type the Account number.
How to Apply a Promotion to an Order on the Station Duo
Note: You must apply a promotion before any payment is provided. You may not apply a promotion to a partially paid order.
To apply a Promotion,
1. In the Register Screen, tap the three-dot menu.
2. Tap Add Promotion.
2. Either scan/tap/dip/swipe or enter the Account number manually, depending on the workflow set up for your venue.
3. Once the Promotion has been applied, the order summary displays the Promotion code in blue, along with the applied discount amount. Then, the cashier can continue with the checkout process by selecting the payment tender.
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Note: Only items within the cart that have been associated with the Promotion will receive a discount.
For example, if my Promotion is set up to give $2.00 off a Hot Dog and no other items are eligible, then a Hot Dog must be in the cart for the discount to be applied.
If the order has 2 Hot Dogs and 1 Coke, then $4.00 will be discounted ($2.00 per Hot Dog). The Coke will not receive any discount.
Note: You must apply a promotion before any payment is provided. You may not apply a promotion to a partially paid order.
Note: When attempting to use an inactive Account or invalid Account number, the device displays Account Not Found.
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