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First, open the Products module.
Click on the Promotions button.
Click New.
Click on Create Custom.
This will open the Manage Promotion window where you will need to set the promotion Name and Type. Use the drop-down menu to select the Frequent Buyer type.
When you set the Type, some of the settings options will change. These options will be specific to Frequent Buyer Promotions. These are the Reward Qty and the Qualifiers Per Product.
Set the Reward Qty to however many free items the customer should receive and when the promotion conditions are fulfilled.
Under the Qualifiers Per Product section, you can set the Buy Qty to how many of the items need to be purchased to earn the reward.
The Product Price Range can be used to set what price range you want the products that qualify to be within.
The Qualifiers tab will be the first tab by default. In the Qualifiers Per Invoice section, there are several options that can be set for how the promotion is applied. The Limit By drop-down menu is used to set the products that qualify for the promotion. If you uncheck the Limit By then all products in your inventory will qualify for the promotion. What you select will also change the title of the next tab in the list.
Locations selection can be used to limit the promotion to certain locations if you have multiple.
Groups can be used to limit the promotion to certain customer groups.
The Delivery Type selection can be used to have the promotion apply to only certain types of orders such as the ones used by the Pinogy Ecommerce websites.
The New Customer Only selection allows you to have the promotion only apply to new customers. When you check the selection you will be able to set a number of days since their first purchase to still consider them as a new customer.
The Date Range selection allows you to set a time range for the promotion to be active. Use the calendar menus to set the dates you want the promotion to run.
The Hour Range can be used to set the promotion to only be applied during certain times of day.
The Specify Days can be used to have the promotion only apply on certain days. Click the checkbox for the days you want it to apply.
The subtotal range is used for promotions where the subtotal of the sale has to be a certain amount before the promotion will apply.
The tab to the right of Qualifiers will be where you set what products a promotion will apply to. Depending on what setting you choose in step 7, your options will change.
The first option is All Products Excluding Specific Products. This will change the tab to Excluded Products. You will then set only the products you do not want to
be part of the promotion. You will then hit the add button on the excluded
products tab to set which products to exclude.
The next option is All Products Excluding Specific Categories. This will change the tab to Excluded Categories. When you go to that tab you will select categories to exclude
using the Add button.
The third option is Selected Products. This changes the next tab to Included Products. Clicking Add on that tab lets you add individual products to the promotion.
The fourth option is Selected Categories. This changes the next tab to Included Categories. Clicking Add on that tab lets you add categories of products to the promotion.
The last option is Selected Categories Excluding Specific Products. Choosing this will change the tab to Included Categories and add another tab called Excluded Products. You will use the Included Categories tab to add the categories you want on the promotion with the Add button. Then on the Excluded Products tab you set products within the categories to be excluded with the Add button.
When selecting a category you will get a Select Category window where you can select one or more categories and then click the Select button to add them to the promotion.
When selecting products you will get an Add Product window where you will search for products and when found you can add one or more products at a time. Click the Add Selected button after highlighting the products you want to add. If you have the Add another checkbox checked you will then be able to search for more and keep adding what you want to the list of selected products to include or exclude.
The Marketing tab allows you to publish the Promotion and set a Description to show up on a Promotion Carousel and the promotion’s page if you have a Pinogy Ecommerce website.
The Media tab is where you can add an image for the promotion that will show up on the Pinogy website on either a Promotion Carousel or the Ecommerce page for the promotion.
After adding all products and settings for the promotion click Save at the bottom right of the promotion window.
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