2f - Creating a Loyalty Discount & Non Loyalty Discounts (Toast)

minute read

Lunchbox HQ

September 26, 2022 19:19

Disclaimer: This article is for Lunchbox 2.0 customers only. If your dashboard header looks the same as below, you are in the right place:

Loyalty & Non-Loyalty Open $ Discount
Additional Toast Coupon Type Configuration

Loyalty & Non-Loyalty Open $ Discount

For Lunchbox Discounts to pass through the Toast integration every coupon in Lunchbox must be linked to a corresponding discount in Toast. Let’s create an Open $ discount in Toast for use with Lunchbox Loyalty and or Non-Loyalty Discounts where the coupon logic will be handled by Lunchbox instead of in Toast.

Note: When a restaurant is opting into Lunchbox Loyalty, Toast’s Loyalty API has to be set to active and Lunchbox needs to be granted access to it.

Customers do not need Toast Loyalty (the product) from Toast to use LB Loyalty. They do however need to activate the Loyalty API.

Clients simply need to turn off Toast Loyalty and activate the Loyalty API following the onboarding email template found here https://support.lunchbox.io/hc/en-us/articles/17746108634263-1a-Request-API-Access-Loyalty-Tender-Toast-. Doing so diverts the flow of information to Lunchbox instead of to Toast. This will enable the ‘Rewards’ button on your terminals for staff to scan for and redeem loyalty.

Please reach out to your Toast rep with any questions.

Additional Note: The restaurant will have to set up this discount for each of their locations if they are not using Master Location Management (MLM). If not on (MLM) Skip step three regarding the target and owner adjustment. The target and owner fields are not visible for non MLM accounts.

IS IMPORTED The following coupon settings are sent from Toast to Lunchbox and will display on your Coupons.

name - imports on first import and can be updated in Lunchbox.
guid - imports on first import and should not be updated in Lunchbox.
fixed % - imports on first import and should match Toast or orders will fail to send to POS
fixed $ - imports on first import and should match Toast or orders will fail to send to POS
amount - imports on first import and should match Toast or orders will fail to send to POS

WE HIGHLY RECOMMEND: This same discount setup can be used if you are willing to have Lunchbox control the discount logic. Simply add additional Open$ discounts with the same name.

IS NOT IMPORTED Toast Discounts API does NOT send the following to Lunchbox when we pull in discounts through imports…

promo codes - Not sent to Lunchbox from Toast and will need to be manually configured in Lunchbox. Promo Codes are also not validated when orders are sent to POS and will not block an order from going through if the promo codes don’t match.
expiration dates - Not sent to Lunchbox from Toast and will need to be manually configured in Lunchbox. Orders wiill not send to POS if the coupon is expired in Toast.
exclusive settings - Not sent to Lunchbox from Toast and will need to be manually configured in Lunchbox. Orders will not send multiple discounts on the same check if allow BOGO isn’t checked off in Toast.
date or time based settings - Not sent to Lunchbox from Toast and will need to be manually configured in Lunchbox. Orders will not send discounts during time frames that the coupon is unavailable in Toast settings must match in Lunchbox using timeslots
items or categories in item based discounts - Not sent to Lunchbox from Toast and will need to be manually configured in Lunchbox. If choosing to opt into using item or category based discounts in Toast the items and categories must be built into Lunchbox banks and if choosing to add items to discounts in Toast the GUIDs must match exactly between Toast and Lunchbox.

Read below for more details and specific setup by coupon type.

Let’s begin by building out your first Lunchbox Loyalty Discount. If you take our advice from above then the discount structure for all of your discounts will be the same but the name will change to help in ensuring your discounts align for reporting purposes.

Step 1: From the Toast Admin Dashboard homepage click on Payments > Discounts

Step 2: Click on the + Add a Discount button

Step 3: In the Name of discount field enter Lunchbox Loyalty - DO NOT TOUCH

Note: This same setup can be used if a client is willing to have discounts send through to one single open$ discount. Simply Add another and title this discount LB Non Loyalty Discount - DO NOT TOUCH

Step 4: Change the Owner to All Locations (MLM restaurants only)

Step 5: Change the Target to All Locations (MLM restaurants only)

Step 6: Change the Discount type to Open $ Off:

Step 7: Make sure that the discount Applies to the Entire check

Step 8: Scroll down and click Advanced Settings

Step 9: Make sure the Permission Level is set to Manager

Step 10: Under Allow with other discounts check Allow check level or BOGO discounts to be combined with other discount of the same type.

Note: This setting will allow the restaurant partner to give their guests the ability to redeem a discount and loyalty credit at the same time.

If this setting is not enabled loyalty+promo codes will not function properly.

Step 11: When the Manager Permission Level is set additional UI will appear at the top of the coupon. Please scroll up to the Require manager permission for reward redemption setting and set this to NO.

Step 12: At the top righthand corner of the screen hit Save. then Publish.

Note: Once your discount is complete. Locate the GUID of the newly created discount by taking the numbers at the end of the URL and apply it to the POS Refernce field in the discounts that you are building in Lunchbox.

Additional Toast Coupon Type Configuration

The following are a list of common Toast Coupon Types and instructions on how to get the discount to pass through to the POS should you wish to try and leverage some of the more detailed coupon settings within the Toast integration.

Note: The Toast discount API does not pass through very much information about the coupon so the setup will need to be done on Lunchbox as well should you wish to use the more restrictive settings from Toast POS.

Coupons That You Want to Combine With Other Discounts

Coupon exclusivity has a setting on Toast and on Lunchbox that you need to set on both sides to ensure that coupons can be combined and orders can be sent to the POS.

Toast View - Ensure Allow check level or BOGO discounts to be combined with other discount of the same type is checked off.

Lunchbox View - Ensure that the Exclusive Checkbox is unchecked.

NOTE: Without this setting parity orders will fail to go to POS.

Coupons That Are Linked to Loyalty Rewards

When building coupons in Lunchbox that are linked to Loyalty Rewards it is important that CLU start with :redeemable:(coupon code) and that the reward in the admin dashboard only includes the value for the coupon code

Example: :redeemable:birthdayreward

In the coupon the CLU field contains both the :redeemable: and the coupon code.

In the Loyalty Admin the Reward has only the coupon code listed in the coupon code field.

To learn more about Lunchbox Loyalty click this link. https://support.lunchbox.io/hc/en-us/articles/14019346032279-Managing-Lunchbox-Loyalty-2-0

Toast Coupons Shared With a Group Of Restaurants

Toast has the ability to target a coupon to a select grouping of restaurants using targeting when a restaurant partner is on Multi-Location Management in order to achieve this in Lunchbox you have two options…

You can create the coupon store by store. (This method takes longer and has a lot more upkeep involved.
You can convert the coupon into a master coupon using the Restrict to Location setting>Select Master Restaurant and click Update. Coupons can then be restricted by Mode.

Note: Toast clients who are not on MLM can speed up the coupon building process by creating the coupon in one store and duplicating that coupon to the other stores and then updating each locations coupon POS Reference Field to the location specific coupon GUID. And then updating the items in the location specific coupon bank.

Toast Availability Settings

If you are opting to setup Dates Available, Days of the Week Available or Hours Available settings as seen below you will need to setup corresponding coupon timeslots in Lunchbox.

The example below opts to not make the coupon available on Friday and Saturday on Toast

In Lunchbox this behavior is accomplished by applying created timeslots in the Discount Codes UI on the

Click here to learn more about building timeslots. https://support.lunchbox.io/hc/en-us/articles/8527616603927-Time-Slot-Editor

Coupons that Don’t Include Modifiers

When building coupons that should exclude modifiers you can leverage the Include Children Setting. Unchecking this box will ensure that modifiers are not included in the discount.

WARNING! If you are opting to create a discount that discounts the item but not modifiers that can be added to the discount then you have to set your coupon to Open$ in Toast. Toast does not have the option to exclude modifiers on category based discounts. Failure to follow this will cause coupon order failures.

Toast Fixed $ Off or Fixed % Off Item-Based Discount Settings

Should you opt into item validating your coupons in Toast it is very important that the items in your coupon and the items in Lunchbox Banks match exactly otherwise the coupons will fail to send to POS. If you are opting into using Toast Fixed $ Off or Fixed % off item-based discounts through either the Applies to Any item or Specific item/group discount settings it is important that the coupons in Lunchbox have the Pos Item Based Checkbox checked off under the miscellaneous settings on Lunchbox.

TOAST SETTING

LUNCHBOX SETTING

The Coupons will also require an Item bank set with a quantity of 1 with the value set on the bank level instead of the coupon level.

Note: The following Error will appear under event logs when the discount needs to switched.

If the error reads this discount should be applied at the check level then uncheck the POS Item Based Checkbox.

If the error reads this discount should be applied at the item level then check the POS Item Based Checkbox.

Always remember to click up date before testing your coupon.

Toast BOGO Discount Settings

If you are opting into using Toast BOGO discounts you will need to create a corresponding coupon in Lunchbox that is…

a percent or dollar off discount in Lunchbox where the coupons type and value is set on the bank with a quantity of 1
with a Qualifying Item Bank with no discount and a Get Item Bank set with the discount value from the POS on the Get item Bank
- The example below gets a free item with the purchase of another specialty item. So the free item bank is set with the discount value and the qualifying item is set without a discount value.
Pos Item Based should NOT be checked off for this coupon type.

Toast View

Lunchbox View

Toast Combo Discount Settings

If you are opting into using Toast Combo discounts you will need to create a corresponding coupon in Lunchbox that is…

set to the fixed price of the combo discount in Toast and in Lunchbox
Coupon Value logic should be set on coupon level not the bank level in Lunchbox
includes one bank per item in the combo with a quantity of 1 in each bank
and the Pos Item Based Discount setting should NOT be checked off.

Toast View on the Left Lunchbox View on the right.

Lunchbox Pos Item Based checkbox not checked.

Lunchbox Bank View

Toast View

Toast Min Quantity and Bulk Discount Settings - Buy 2 Get Every Purchase of that Item at a Specific Price

If you are opting to use Toast Min Quantity and Bulk Discount Setting you will need to create a coupon in Lunchbox that is set with a Quantity of 1 and a Min Quantity of 2 with the coupon pricing logic built into the Item Bank. The Lunchbox discount Use Limit per Order will also need to be blank or 0.

Note: 0 in Lunchbox Coupon UI means it can used an unlimited number of times.

Toast Min Quantity & Bulk Discount View

Lunchbox Bank Settings View if Bulk Discount is Checked Off

Min Quantity should Match the Min Quantity in Toast

Loyalty Reward Dollars

Loyalty Reward Dollars must follow these requirements.

Rewards Dollars in Lunchbox should not be set to exclusive if you want them to apply with other discounts and should be set with allow with other discounts in Toast.
This coupon must be linked to an Open$ discount to allow Lunchbox to pass through varying amounts.
The Is Rewards Dollars checkbox needs to be checked off on the coupon in Lunchbox.
The Reward Dollars coupon CLU must correspond with :redeemable:loyaltycredit which is linked to the External ID field of the Discount Configuration in the Lunchbox Loyalty Admin.

Example: The value in the CLU field for the Rewards Dollars Coupon is :redeemable:loyaltycredit

The Discount Configurations in Lunchbox Loyalty in the External ID field is loyaltycredit.

Lunchbox Coupn View for Exclusive and Is Rewards Dollars

Allow check level or BOGO discounts to be combined with other discount of the same type has to be checked for all coupons that will be combined with other coupons.

Toast View for Allow with other discounts