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Creating an Order Discount Promo Code

Overview

Tabit Loyalty includes multiple types of promo codes

Order Discount promos are used to give the customer a percentage or dollar amount discount on their order. 

Follow the steps below to learn how to set up an Order Discount promo code:

  1. In Tabit Office, go to Loyalty > Promo Codes > Promo Management

  2. If you have multiple Loyalty programs set up, select the relevant one 

  3. Select Create Promo Code in the top right corner of the screen

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  4. Select Order Discount

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  5. As you fill out the details, a summary will appear on the right side of the screen

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  6. Enter the following information

Internal

Reward name: This will be used for reference purposes and reports
Internal comments: Optional

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Display

Display name: This will be visible to customers on all platforms that the promo code is active. The display name will auto populate when the reward name is filled in but can be changed if desired

Redemption message: This will be visible to customers on all platforms that the promo code is active 

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Extra info: Optional

Settings for Third Party Accounting

Enter the following, if relevant

Provider Name

Promo Value

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Type

Discount value: Select either % or $ and enter the relevant value

Items to include: By default, all items are included in the promo. If you would like to only include certain item groups, enter them under Item group

If needed, a new item group can be created by selecting the + Create New button

Under Advanced you have additional options for items to include by a specific menu, menu section, offer, etc.

Items to exclude: If desired, specific items, item groups, offers, menus, etc. can be excluded from the promo code

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Details

Sites: If there are multiple sites connected, select the relevant one(s)

Order types: Select the relevant order type(s) (delivery, seated, takeaway) the promo code will be active for

Platforms: Select the relevant platform(s) the promo will be active for

Rewards selection method in order

  • Manually: Requires the customer to select the promo code to be applied to the order

    • Automatically: The promo code will be automatically applied to the order for the customer

More Options: Additional restrictions can be applied to the promo code requiring the customer to add a specific item to the order to qualify, or redeeming or blocking the benefit when a specific item code is added to the order

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Availability

By default, the promo code will be set to be available always and for all days of the week. To limit it to a specific time frame or specific days of the week, deselect one or both of the checkboxes. Then, enter the relevant time frame and/or days of the week and times that it should be available. For our July 4th promo code we will deselect Always available and then use the date picker to limit the promo code to July 4th only

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Redemption Limitations

If desired, a minimum transaction amount can be set to be required for the promo code to be valid

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Promo Code Types

Promo codes can be single-use or multi-use

Single-use codes can only be redeemed once and must be generated after the promo is created

Multi-use codes can be redeemed multiple times, and as such only one code is needed for all customers who use it. When multi-use code is selected you will be required to enter a code number which must be between 4-6 characters long

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  1. Check the summary on the right side of the screen to confirm that all required fields have been filled and that the details of the promo code are correct

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  2. Select Activate to finish creating the promo code and activate it

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  3. Then select Activate again

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  4. You will be taken back to the promo management screen

    Go here to learn how to generate single-use codes

    Here you can view the details of your promo. Because this promo is scheduled for a specific day in the future, it has a purple Scheduled notification on it

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  5. Now customers can use the promo code July4 on July 4th to get 10% off their order

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