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How to Create an Offer

Create offers in AIQ Ecommerce including Cart Discounts, BOGO, Flat Amount, and Sales. Configure exclusions, stacking, usage limits, scheduling, and promo codes.

Updated this week

Background

You can create offers directly in AIQ Ecommerce, or have them automatically synced from supported POS partners (see Offer Syncing) - so you only need to create them once.


Creation Steps

  1. Navigate to the Menu > Offers section of the app.

  2. Click the Add (+) button.

  3. Select your Type, more info here: Offer Types

  4. Cart discounts: Applied to the total purchase amount of a customer's shopping cart.

  5. BOGO ('buy one, get one' or 'buy x, get y') deals: Allows customers to purchase a certain number of items (x) and receive a different number of items (y) for free or at a reduced price.

  6. Flat Amount (aka multi-buy or bundle) deals: Applies a fixed dollar amount on specific items in a customer's purchase.

  7. Sale (aka product-level discounts): Apply a percentage (%) OR a flat ($) amount off to a product or set of products within filter(s) that you've set.

  8. Segment your Offer

  9. Location Segmentation: Select which Location (Stores) you want the Offer to show for. Defaults to All.

  10. Order Type Segmentation: Select which Order Types you want the Offer to apply to. Defaults to All.

  11. Add your products and discount amounts.

  12. Set any additional settings (outlined below)

  13. Save.

Exclusions in Offers

When you're adding product filters - or specific items - to an offer, you can decide whether or not to include or exclude them from the offer. Examples:

  • 20% off Pre Rolls, excluding Brand X

  • 20% off all Flower, excluding Product A, Product B, and Product C

Offer Stacking

Stacking is how discounts and offers are applied together in the cart. AIQ Ecommerce supports three different options at the store-level, set in Store Settings > Orders:

  • No Stacking

  • No Double Stacking

  • Stacking

You can also set more specific stacking settings at the individual offer-level. For more details and examples, see Discount Stacking.

Limit Use per Order

This setting can be used for Deals and Sales (not Cart Discounts) to limit how many times a customer can redeem the same offer in an order.

  • For example, if you wanted to limit the number of redemptions to just 1 per order, type a 1 in this field. If you don't want to set a limit, just leave this blank.

Limit Use per Customer

This setting can be used to limit how many times a customer can redeem the same offer.

  • For example, if you wanted to limit the number of redemptions to just 1 for that customer, type a 1 in this field. If you don't want to set a limit, just leave this blank.

There are some possible limitations to enforcing this feature:

  • If the customer is logged-in, we know their PII (email/phone) and can ensure that the limit set is enforced.

  • If the customer is NOT logged-in, we will check their email/phone input at checkout

  • Note: If you have decided to not show these fields at checkout, the setting may not apply.

โš ๏ธ Warning: This setting applies only to customers that AIQ Ecom recognizes in its CRM (those who have placed an online, walkup, or kiosk order through AIQ Ecom). Customers added via POS, manual uploads to AIQ Personas, or other non-Ecom order sources may not be recognized.

Minimum Spend

Create an offer that only applies when a customer's cart total exceeds a specified amount. When this type of offer is active, a progress bar will appear in the customer's cart, showing how much more they need to spend to unlock the reward.

Custom Offers Image

You can customize the look of your deals by uploading a background image in the Settings section while creating an offer.

Promo Codes

You can set up a promo code for any offer type. See Promo Codes.

Scheduling Offers

To enable and disable the redemption of an offer automatically, you can set a schedule for it. Scheduling can be used for any offer type. See Scheduling Offers.


Need Help?

If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.

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