Discounts and Promo Codes

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Feature Overview

Discounts that are created within the POS can be synced into Lunchbox to be used as Promotional Codes.

The following Discounts are available via Lunchbox:

  • BOGO (Buy One, Get One free discount)
  • % off (Percentage off discount)
  • $ off (Cash reduction discount)

NOTE: We currently don’t have the option for combos.

Feature Content:

 

Discounts vs Promos

Discounts Promos

Created in your POS, lives in the POS

Created in LB

Once created - imports into LB

Linked to imported discounts from your POS

Must be enabled within your POS to work with your loyalty program

Ability to create redemption limitations per promo code

Only need to create one discount per promotion/campaign

Multiple promo codes can be created for one promotion/campaign linked to a discount

Doesn’t require the addition of promo code, active when enabled

 

 

Setting Up Discounts in your POS

(Toast Example)

Step 1: Navigate to your POS dashboard.

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NOTE: Access to the Sync with POS button on the Discounts page is set by Role in the Admin Dashboard, so not every user will have the ability to access the Sync with POS button on the Discounts page.

 

Step 2: Create Discount.

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Step 3: Confirm you have targeted the correct locations or restaurant group (Target and Owner).

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Step 4: Select the Discount Type and Value. (NOTE: Fixed value of 100% = free item).

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Step 5: Select if the discount will apply to items or an entire check in the Applies To section.

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Step 6: Toast Only: If you have lunchbox loyalty, confirm under Advanced Settings that the discount can be combined with loyalty.

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Step 7: Save and Publish changes to your POS.

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Setting Up Discounts in Lunchbox Admin Dashboard

Step 1: Click on Discounts to search for the discounts you have. On the Search For Discounts page, you need to click Sync with POS after you’ve published any discount in your POS.

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Step 2: In the Search For Discounts section, you can search by Name, Promo Code, or POS GUID.

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Step 3: If you click on the discount, you can edit the information associated with the discount. The possible edits include using the Edit Details, Location Availability, Items, and Promotions sections.

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  • Set the Availability: It defaults to run every day of the week. So if you have a discount that needs to be set for only Tuesday, uncheck the boxes for the other days of the week. You can set a start and end date for the discount (if you want a discount to run until the end of day Friday, the end date should be a Saturday) along with the hours of the day that it is available (i.e., a happy hour time or at night only)- see it based on your time zone.

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  • Order Type Availability: Defaults to being used on all order types unless denoted otherwise by selecting only one or two on this page.

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  • First Order Only: Checking this box indicates that the discount can only apply to a guest’s first order.

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  • Allows for Multiple Use: Checking this box means a single guest can use this discount multiple times and you can specify the number of redemptions. (e.g., one guest can use the discount 3x total.)

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Discounts for Specific Item or Menu Group

If you want to make the discount for a specific menu item (i.e., only select these items within Lunchbox and not in your POS), perform the following:

 

Step 1: Click Add Items, which will result in a swing-out window (from the right) appearing.

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Step 2: Search for the item by using the POS GUID field and using the Search button.

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Step 3: Select the item by clicking on the box beside the item name.

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Step 4: Click Add Item, which will turn blue once your selected item(s) are chosen.

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NOTE: If there is a BOGO discount, include all items that are a part of the promo (i.e., fries and a drink), include both items in the discount.

 


Enabling the Discount in the Lunchbox Admin Dashboard

The most common concern for Restaurant Partner’s setting up Discount Codes:

Step 1: Navigate to the Discounts option in Lunchbox Admin Dashboard.

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Step 2: Make sure the Discount is marked as Active.

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Step 3: Click into the Discount and make sure that Enable Everywhere is turned on for the Discount page.

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Step 4: Make sure the Location Availability is turned on for all locations using this Discount.

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Important for Restaurants Using Lunchbox Loyalty

It is really important that for any Restaurant Partner that is using Lunchbox loyalty (e.g., sign up bonuses, birthday bonuses, credit back) you want to make sure you’re actually able to toggle the items in discounts to allow discounts to be applied from Lunchbox in your POS.

 

Lunchbox Loyalty is also set up as a Discount in Toast:

  • Toast: You must toggle, under Advanced Settings, the option to combine this discount with other discounts.
  • Revel: Order Type needs to include Online Ordering.
  • Brink: Check Allow Prior Discount, Allow Later Discount, and Discounted Items Eligible.

NOTE: Failing to do this will result in guest ordering issues for any guest that has earned loyalty.

 

 

Setting Up Promotion in Lunchbox

Step 1: Navigate to Discounts in the Lunchbox Admin Dashboard.

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Step 2: Select Sync With POS on the Admin Dashboard.

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Step 3: Search for your discount.

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Step 4: Set any additional discount settings and select Save.

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Step 5: Enable the discount (toggle to turn on).

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Troubleshooting

  1. Confirm you have published the discount in your POS.
  2. Don’t forget to sync with the Lunchbox Admin Dashboard.
  3. Check to ensure that the Availability settings are correct.
  4. Confirm that the Discount is enabled on both the discount and location level. This is the most commonly overlooked setting.
  5. Item-based Discounts: Make sure that you’ve targeted the correct item GUID in Lunchbox Admin Dashboard. Confirm you haven’t added items to the discount in your POS Dashboard.

 

Discount Best Practices

  1. Set Discount Type with your POS Dashboard.
  2. The discount that you create will also reflect within the store POS; it is important that you denote whether it is for Lunchbox use only.
  3. Update Discount Settings, Availability, Redemption Use Limits, within Lunchbox.
  4. Toast Only: If you are using Lunchbox Loyalty (sign up bonus, $ back), make sure to check the box in Toast (to allow you to combine Discounts with Loyalty).
  5. If running a BOGO, include all items as a part of the discount.

 

Promo Codes

Step 1: Set up a Promo Code by heading to the Discount section of the Admin Dashboard in Lunchbox.

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Step 2: Select the Discount you’re looking to apply that promo toward.

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Step 3: Click Create to create a promotion.

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Discounts without Promo Codes

You can have discounts without promo codes, but if you’d like guests to unlock a discount through a promo code/promotion, you’ll need to set up a promo code.

  • Find the discount you want the promo code to be linked to on the Discounts page.
  • At the bottom of the specific discount, there’s a section to Create Promo Codes.
  • In the Promo Code Creation section: you’ll find Total Usage and Revenue Generated from every promo code linked to a discount.

NOTE: DO NOT create a promo code in your POS.

 

Fields for Creating a Promo Code

Name: Internal Name for the promo code.
Description & Call to Action: Visible to guest if promo can be saved to profile.
Allow Promotion to be Saved on Profile: This allows for a promo to be saved by a guest in their wallet under Rewards (i.e., free drink or birthday promo).
Limited vs Unlimited Promo Code: Total number of times all guests can use a promo code ie: first 100 people can redeem the promo code.
Promo Code Creation: Create your own promo code or generate a randomized code ie: SAVE20! Vs sdf342q.

 

Promo Code & Discount Reporting

  • Reports are found within the discount (Discounts page and click into the discount/scroll down to the promo to see the usage and revenue from it) under Promotions.
  • Within Sales Reports, you can find Total Discounts redeemed per store.
  • On an order level, you can track the applied discount on an order level under the ticket summary.

 

 

 

 

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