Contents

Overview

This document will go through the available rules that can be configured for Offers, Rewards and Promotions. There are many types of rulesets that can be configured (for example, making a specific offer or reward only available on Mondays). These rules help markets personalize the incentive experience for their guests. In this document, references to incentive or benefit mean an Offer, Reward or Promotion.

Shared Rules

These rule types can be utilized across offers, promotions, and rewards.

Between-Dates

• Incentive will not be visible in the app or apply if current date is outside of the dates specified

  • The start date will begin at 00:00:00 of the selected date in the user’s local time and the end date will end at 23:59:59 of that user’s local time

    • E.g. If you want an offer to stop showing up as of March 31st then you would configure an end date of March 30th in the offer sanity document

Between Times

• Incentive will not be visible in the app or apply if a user’s local time is outside of the time band defined:

  • Open

    

  • Evaluation is inclusive of the times listed

Limit

Set the number of times the user may redeem the incentive

• Can be bound by a time period, but doesn’t have to be

  • ie max 1x per day or max 1x total

  • Note when there is no defined maximum, the loyalty backend will default to a limit of 1

Day-Of-Week-Band

Incentive will not be visible in the app or apply if current calendar day is outside of the weekdays specified (M/T/W/Th/F/Sa/Su)

• Enable the days that the offer should be active

  • Start and end of days are defined by user’s local time

  • Multiple selections will act like an 'or' - ie: must be a Wednesday or a Sunday

First-Order-Only

The reward will only be eligible to be redeemed on the user’s first loyalty transaction

Cart Requirements

Checks all items added to cart, and if they match the cart requirement, incentive is valid

• All items within the rule are treated like an ‘OR’ ie: must purchase a coke or a sprite

Cart Requirements Exclusion

Checks all items that should NOT be added to cart, and if theses requirements are fulfilled, then the incentive is valid

• All items within the rule are treated like an ‘OR’ ie: must purchase a coke or a sprite

User Created

User must have been created in the loyalty system within this defined time band to be eligible for the incentive

• ie if user was created between March 1st and March 30th, they are eligible for this special sign up reward

Restaurant Group Requirement

User must order at a specified restaurant in order to redeem the benefit

• Restaurant groups also created in Sanity, can be uploaded via CSV process

  • This rule can also be set up as INCLUSIVE or EXCLUSIVE

    • Inclusive = Only stores within the specified restaurant groups are eligible for the offer

    • Exclusive = Only stores within the specified restaurant group are NOT eligible for the offer

Service Mode Availability

The incentive will be available for all the service modes enabled. The incentive will still be visible but not redeemable when in other service modes

• For Pickup: Eat In, Takeout, Drive Thru, Curbside

  • NOTE: With COVID, the team implemented feature that defaults all ‘pickup’ orders to Drive-Thru. Because of this, if you are setting an incentive to have a servicemode ruleset, you should select ALL pickup servicemodes, or NO pickup servicemodes

Subtotal Minimum Spend Requirement

If user’s purchase subtotal is over this threshold, they are eligible for the benefit. Subtotal does NOT include delivery fee, tax or any other type of service fee.

• Specified in cents, not euros

  • ie: set 500 in Sanity == € 5.00 requirement

Total Minimum Spend Requirement

If user’s purchase total is over this threshold, they are eligible for the benefit. Total DOES include delivery fee, tax or any other type of service fee.

• Specified in cents, not euros

  • ie: set 500 in Sanity == € 5.00 requirement

Payment Method

User must pay with a given card type in order to redeem the benefit

• Note - evaluation happens at payment, so you should use this rule sparingly to avoid user frustration so close to the sale

Cool Down Period

If user has redeemed this particular incentive in the last n seconds, they are not eligible to redeem again

Transaction Count

The incentive is available to the user only if their transaction count is…

• ON - on this transaction only

  • BETWEEN - between your x-y transactions

  • EVERY - on every multiple transaction

User Birthday

The benefit is available to the user when:

• Day - it is the day of that user’s birthday, measured in the user’s local time.

• Week - it is the week of that user’s birthday, measured in the user’s local time.

• Month - it is the month of that user’s birthday, measured in the user’s local time.

Offers only Rules

Offer Limit

This is set in Earning Calculations. Offer can exist alongside a second, third, fourth (number is set in the configuration) offer(s) in the cart.

Open Offer

When an offer is set to 'open', guests that are not signed in to an account in the app can still redeem the offer. If this ruleset is not added, then only users that are logged in to an account in the app are able to redeem the offer.

User Attribute

This ruleset allows operators to show an offer to an user, only if that user has user attributes that fulfill the rules set in Sanity. The list of user attributes that can be configured in this ruleset are:

Rewards only Rules

Loyalty Points

Number of points to spend on the reward

• This is REQUIRED on all rewards

Reward Price

This refers to the price of the Reward that will show in the app in cents. This rule should be used when Rewards that are redeemable for both loyalty points and paid money (e.g. € 3 euros) are configured.

• Specified in cents, not euros

  • ie: set 500 in Sanity == € 5.00 requirement

Loyalty Tier Requirement

This ruleset applies to the Loyalty Tiers feature. Read more here: Loyalty Tiers | Rewards Setup

For you to show a locked reward that is only available when guests become a Tier 2 Loyalty user, then add the the ruleset Loyalty Tier Requirement to the reward.

When you set the Tier Requirement set to Tier 2 only (e.g. Superking) and the guest is still in Tier 1, they will see the reward as Locked. If the guest becomes a Tier 2 user, then he will see the reward as unlocked. If the ruleset is not in the reward, then the reward will be available for users in both tiers.

Open

Promos only Rules

Birthday Multiplier

Logic to check user’s birthday on every transaction.

• If duration is set to month, month of current day must match birthday month

  • If duration is set to week, birthday must fall in the current calendar week (Sunday-Saturday)

  • If duration is set to day, birthday must be today

Incentive Requirement

In order to award bonus points to guests that purchase a specific offer or reward, use the incentive required ruleset.

Open