Loyalty Offer for Users to get a free item with every order

It’s the Holiday season and the brands want to give back to Customers with a free Dessert Pie for every order they place! Let’s set up an Offer for User’s to get a free Dessert Pie with Every Order during December.

1. Navigate to the Systemwide Offers Tab on Sanity
   Order-Level Content ➡️ Loyalty ➡️ Incentives ➡️ Offers ➡️ Systemwide Offers

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2. Click on the Icon to create a new Systemwide Offer

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3. Complete the content of the Offer as desired

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4. Next we will set the Mechanics of the Offers. This includes the rulesets for the Offer, the Benefit of the Offer and a few other Toggles

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5. First you will define the rules for the Offer. These rulesets will set the validations for the Systemwide Offer itself and also the actions the user must complete in order to be eligible for the Systemwide Offer. (More details on these rulesets can be found here)

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6. Firstly, for most campaigns its important to set the start and end date. This can be done using the Loyalty Between-Dates rule. For this Offer we will select the entire Month of December.

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7. Let’s also limit this promotion to once per day so user’s do not abuse it. We can do this by using the Limit Rule and setting it 1 per Day.

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8. Next, we will configure the Benefit the User will get for using this Offer. Under the Benefits section, we will select the Dessert Pie Item.

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9. After setting the Vendor Configs, we will select the Redemption Type as Standard

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10. Now that we’ve configured the content, set the Offer Mechanics, we can hit Publish!

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Free Upsize for eligible items added to a Loyalty User’s cart

One of the core benefits A brand can offer their Loyalty User’s is getting a Free Upsize on their Sides or Drinks. Let’s walkthrough setting up a Swap Offer for Upsizes.

1. Navigate to the Systemwide Offers Tab on Sanity
   Order-Level Content ➡️ Loyalty ➡️ Incentives ➡️ Offers ➡️ Systemwide Offers

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2. Click on the Icon to create a new Systemwide Offer

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3. Configure the content of the Swap Offer as desired

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4. Next we will set the Mechanics of the Offers. This includes the rulesets for the Offer, the Benefit of the Offer and a few other Toggles.

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5. First you will define the rules for the Offer. These rulesets will set the validations for the Systemwide Offer itself and also the actions the user must complete in order to be eligible for the Systemwide Offer. (More details on these rulesets can be found here)

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6. Since this Swap Offer is an Upsize for all eligible Sides and Drinks. We will need to add a Cart Requirement rule with all the Small and Medium Sides + Drinks. as the Upsize applies to all these items.

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7. Let’s also limit this Upsize Offer to once per day so user’s do not abuse it. We can do this by using the Limit Rule and setting it 1 per Day.

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8. Next, we will configure the Benefit the User will get for using this Offer. Under the Benefits tab we will select Swap

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9. Once Swap is selected, we will need to set the logic for which upsize applies to which item for each upsizable item (i.e. Small Fries > Medium Fries, Medium Onion Rings > Large Onion Rings)

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10. Once the Swaps have been configured, we will turn on the toggle for Position to be personalized by SSE

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11. After setting the Vendor Configs, we will select the Redemption Type as Standard

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12. Lastly, we will select the Redemption Type as Swap

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13. Now that we’ve configured the content, set the Offer Mechanics, we can hit Publish!

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