Promo Code Offer For External Partners Content Setup

Owned by En Ouyang
Last updated: Aug 14, 2024 by Lopes da Costa, Valentina
4 min read

Contents

Overview

Before the only way to validate a promo code was through the WEB / APP on the offers page or at checkout (read about it here: ).

Now when guests place an order at a Kiosk / POS, they are able to use a promo code to unlock an exclusive offer associated to this given promo code.

The validation and redemption of the promo code should be possible for both signed in (to loyalty) and signed out guests. The customer journey is the same for both signed-in and signed-out customers, read more about the customer journeys here: .

Sanity Setup - Creating an Offer

The Loyalty Offer contained in the Promo Code has to be a Systemwide Loyalty Offer.

image-20240611-034727.png

  • Set up the Systemwide Loyalty Offer, refer to this doc

  • Because this Loyalty Offer is only assigned to the users having Promo Code, this Offer wouldn’t be shown in Offer list, in the Sanity setup, need to toggle the button Hide This Offer from Offers List, to hide it from Offer list.

    image-20240611-035530.png

  • Add the above Offer to the live Offer list

  • Get the sanity id of the Offer

Voucherify Setup

  1. Log into Voucherify instance

    • This can be different for different markets

  2. In the left sidebar click ‘Campaign Hub - Campaigns’ and click the Create campaign in the top right to create a new campaign 

     

  3. Select Discount Coupons.

     

  4. Determine if you want bulk codes or a standalone code. Add a name and description for the campaign. This will only be visible for voucherify users. Confirm redemption limits and the number of codes to generate. You can also define the Code format(e.g. length and pattern) in Advanced code settings section. Click Next Step when done.


    See Voucherify documentation for more detail

  5. Set the time duration if required. Click Next Step when done.

    • Note that the time limit you set in Voucherify will control when promo codes are valid and redeemable.

      See Voucherify documentation for more detail

  6. Set the discount to Rewards, and set the Free product and Units quantity. Do not need to add any validation rules. Click Next Step when done.

     

  7. Set up Metadata


    To add or edit the metadata. Paste keep the Key as sanityId, and paste the sanity_id from Sanity to fill the Value. This is required for the promo code to work. Click Next Step when done.

    For example, in this above case, the sanity id is 8eb47981-xxxxxx in Sanity, the Value should be set as 8eb47981-xxxxxx

The Key sanityId must be in that format, writing it as any other formats(e.g. sanityid, sanity_id) will result in Promo Code redeem failure.

For the Offer sanity id, if the online/product campaign is set up, please use the product env Sanity instance(the URL should be https://prod-{brand}-menu.{region}.rbi.tools/) to get the correct sanity id. If the sanity id from the wrong Sanity instance is set, the Kiosk vendor will NOT be able to fetch the Offer information and show it correctly in the Kiosk.

 

  1. Confirm all of the settings are correct. Click Save when done.

  2. You will be taken to the campaign page. Click on the voucher tab to view all codes. If live, the codes should be active.

  3. To add more codes to an existing campaign, click the + in the top right corner and select ‘Add vouchers to this campaign’. Any additional codes added will correspond to the same sanity Id on the whole campaign.