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Note on Testing: Custom campaign codes for Voucherify and Talon One codes can only be tested in QA & Production. Dev & Staging testing are limited to the defined set of offers and codes listed in the the technical documentation.
Sanity Setup -
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For Promo Code Offers on Offers Page
You’ll find the below steps by navigating to Order-Level-Content > Menu > Offers > Offer
Create a regular offer in sanity or go to the offer that you want to change into a promo code offer. The offer must have the ‘requires assignment’ ruleset on. Make sure all other required rulesets are before the ‘requires assignment’ ruleset. Note: Any rulesets listed after ‘requires assignment’ will not be respected.
Set the UI Pattern to Promo Code Offer
Fill out the fields in the Promo Code Panel as needed. See image for which line the panel fields control.
Ignore the campaign ID field. This field will be deprecated.
If it is not already, add the offer to Feature Offers so it is visible on the app.
For Cart Promo Codes on Checkout Page
Create a regular Total $ or % off offer in sanity (similar to current support offers) or go to the offer that you want to change into a cart promo code offer. The offer must have the ‘requires assignment’ ruleset on. Make sure all other required rulesets are before the ‘requires assignment’ ruleset. Note: Any rulesets listed after ‘requires assignment’ will not be respected.
Set the UI Pattern to Promo Code Offer
If you are copying an existing support offer, turn the ‘For Support’ flag off. Note that the ‘Cart promo code’ UI pattern has built in logic to hide the offer from the /offers page
If it is not already, add the offer to Feature Offers so it is available through the promo code at cart field.
Sanity Setup - Loyalty
For the loyalty platform integration we are essentially setting up the documents needed to create a personalized offer - template and config documents.
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