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Discount Builder

The Discount Builder is AIQ’s guided workflow for creating, customizing, and managing customer discounts. Discounts are a key loyalty tool, offering direct incentives that drive repeat purchases, customer engagement, and retention.

Updated this week

Prerequisites

Before creating discounts, ensure you have:

Required Permissions

Discounts can be accessed by users with:

  • Marketing

  • Marketing + Analyst

  • Operator

  • Owner

Other Requirements:

  • Starter Loyalty + Marketing subscription

  • A connected POS and/or Ecommerce integration (recommended)

  • Defined audiences and locations (for targeting)

  • Loyalty points enabled (for point-based discounts)

⚠️ Regulated industries: Always confirm discounts are legal in the state(s) where they will be used before making them available to customers.


Discounts can be redeemed:

  • In-store by checkout staff

  • By customers through their AIQ Wallet

  • At ecommerce checkout (when supported by integration)

Discounts are typically configured as:

  • Static $ off

  • Static % off

  • Partner platform rewards

  • Tier-based rewards

  • Unique coupon codes


How to Create a Discount

Navigate to: Marketing → Discounts → Create Discount (+ button)

Step 1: Basic Info

Discount Information:

  • Internal Discount Name: Internal only. Not visible to customers.

  • Tags: Create or Assign Tags for easier organization and implementation

  • Discount Type

    • Normal: Requires points to redeem.

      • Example: 400 points = $40 off

    • Tier Reward: Lives statically in the wallet and represents a loyalty milestone.

      • Example: 400 points = Tier 4 member = 4% off all purchases

⚠️ Tier rewards are automatically applied to eligible transactions.
Normal rewards require redemption.

Available To

  • Stores: Select eligible retail store locations.

  • Audiences: Select eligible audiences.

  • Excluded audiences: Exclude any audiences

Use for flows only

Toggle this on if you want to limit this discount to the flow.

  • These discounts cannot be accessed outside of Flows

  • A persona can only receive this discount when they reach the step in the Flow

Prize Wheel (Requires Native App)

  • Toggle ON to include the discount in the Spin-to-Win prize wheel.

Timing

  • Start Date/Time: When the discount becomes available.

  • End Date/Time: When the discount expires globally.

  • Relative Expiration: Expires X days/hours after being added to a wallet.

    • Expiration Method: Choose whether the countdown begins when the discount becomes available OR after the customer first views the discount

    • Time Period: Set the expiration window in days or hour

    • Example: Birthday discount expires 7 days after it is available.


Step 2: Design

This controls how the discount appears in the AIQ Wallet.

Discount Details

  • External Discount Name: Name shown to customers.

  • What are you discounting: Shown in wallet and redemption screen.

  • Subtext: Add additional text for the customer to see here. Leave blank to hide subtext field from Discount.

Images

  • Small Logo

    • Defaults to Small Logo from Branding Settings

    • Recommended size: 400 x 400px

    • Max file size: 2MB

  • Discount Photo (optional)

    • Recommended size: 400 x 400px

    • Max file size: 2MB

Additional Display Settings

  • Fine print: Shown below the discount as a disclaimer

  • Redemption confirmation popup: Shown within a confirmation popup when the redeem button is clicked

  • Optional double-confirmation toggle: Double confirm with the customer before redeeming the discount


Step 3: Redemption

Notice: This section relies on 3rd parties to effectively implement and honor your settings. AIQ makes these settings available via our REST API and supporting documentation located in our API End Point Documentation. Please verify supported functionality with your 3rd party before releasing discounts into the wild.

Redemption Settings

  • Points Required to redeem

    • Set the number of points required.

    • Leave blank for non-points discounts.

  • Number of redemptions per persona

    • Custom: Set any number you want in the "Redemptions" field per persona

    • Unlimited: Unlimited use per persona

  • Cooldown Between Redemptions (optional)

    • Set required hours/days between uses.

  • Hide redeem in store button (optional)

    • Hides customer-facing redeem button, so your staff can redeem through AIQ.

Redemption Method

This allows you to set up the static dollar ($) dicount or a static percentage (%) discount for your discount. This is the discount amount that will be passed to the supported POS and Ecommerce Integrations. Checkout our Integration Grid to see what redemption methods are supported for your particular integration.

Static $ or % Off

Choose one:

  • Static Dollar Amount

  • Static Percentage

Note: You can't combine static $ and static %.

Dollars to take off cart / Percentage to Take Off Cart:


Spend Requirement

The minimum or maximum amount a customer must spend to be eligible to redeem the discount.

⚠️ This is not enforced by all integrations, please see our Integration Grid to see if your integration supports it.


Can this discount stack with others?

  • Allow Stacking: Yes, can combine with other discounts

  • Prevent Stacking: No, cannot combine with other discounts

⚠️ This is not enforced by all integrations, please see our Integration Grid to see if your integration supports it.


Trigger a Partner Platform Reward

  • Allows triggering external rewards through integrations.

  • Can be used with the static $ or % off filter


Coupon Codes

Same Coupon Code for Everyone

  • Example: SAVE20

  • Good for simplicity and unlimited usage.


Unique Coupon Codes (Requires Marketing Pro)

Unique, single-use codes from:

  • Coupon codes can be entered into AIQ from a third party provider (e.g. your POS) or generated in AIQ.

  • Codes are limited to a single use, and a maximum number of codes can be generated giving you more control over discount code usage.

  • Codes are not assigned to a unique user ID, instead they are redeemed from the bank of codes, and will appear in the persona's wallet after use.

  • Unique codes can also be used to share discounts and rewards for customers who do not already have personas or access to your store wallet.

Benefits:

  • Improved control

  • Fraud reduction

  • Controlled volume

  • Single-use enforcement


AIQ-Generated Codes

Using coupon codes generated in AIQ cannot be redeemed natively in another tool and will require the checkout staff or customer to redeem through the AIQ wallet.

Helpful hints on generating and saving unique codes in Discount Builder:

  • When building a new discount using AIQ generated codes, it is best practice to determine the audience size first, so you know how many codes to generate.

  • You must save the discount before codes can be generated.

  • If all codes are used and you would like to add more you can edit the discount to generate additional codes.

  • Codes can be customized with a code prefix to help with discount identification.

Best practice: Determine audience size before generating codes.

For more information on embedding unique discount codes to campaigns, see our Legacy: Campaign Builder article and select "Discount macros" from the table of contents.


Third-Party Generated Codes

Using coupon codes generated from a supported tool can allow for native redemption through the POS or ecommerce checkout. However, these unique code discounts can also be redeemed from the customer's wallet as well by customer or budtender.

Example: Barcode discounts generated from the POS and mirrored in AIQ's discount builder can allow checkout staff to scan a barcode and apply a discount in the POS.

Helpful hints on using third-party generated codes in Discount Builder:

  • You must save the discount before codes can pasted into discount.

  • If all codes are used and you would like to add more you can edit the discount to paste in additional codes.

  • Adding a code prefix from AIQ will not be appended or displayed when the code is redeemed at the POS or eCommerce checkout, ensuring the native tool recognizes and processes the code correctly.


POS Discount ID & Barcode

POS Discount ID

  • Mirror existing POS discount inside AIQ.

  • Enter the POS discount ID for syncing.


Barcode

  • Mirror POS barcode discounts.

  • Enter barcode value and format.


Static + Triggered Combination

To enable ecommerce redemption:

  1. Configure Static $ or % off

  2. Select "Trigger a Partner Platform Reward"

  3. Choose "Use with existing" when prompted

⚠️ Static $ cannot be combined with Static %.

If updated in POS, update static portion in AIQ to match.


4. Review & Save

Review all configurations carefully.
Click "Create Discount" to activate your discount.


FAQs

Can a discount expire X days after issuance?

Yes. Use Relative Expiration.


Can a discount be used more than once?

Yes, enable in Redemption Settings.


What happens if a customer qualifies through a campaign macro but not the discount audience?

They will still receive the discount in their wallet.


If a reusable discount expires unused, can it re-issue?

No. Expired discounts do not re-issue under the same Discount ID.


How do I prevent online redemption?

Go to:

Settings → Mobile App → App Features → Features
Toggle OFF: "Show Redeem buttons on the discount card"


How can I completely remove a discount so it no longer appears in users’ wallets?


You have two options to remove a discount:

  • Archive the discount: This immediately removes the discount from all user wallets.

  • Set an expiration date: This allows the discount to remain active until a specified time, after which it automatically becomes inactive and disappears from wallets.

Which option should I use—archiving or setting an expiration date?

  • Use archiving if you want to remove the discount right away.

  • Use an expiration date if you want the discount to stay available for a set period before automatically disappearing.


Need Help?

If you need assistance interpreting analytics reports or building strategic audiences, reach out to AIQ Support via the chat widget in your AIQ Dashboard.

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