Promotions Section

The Promotions module is divided into three subsections:

• Coupons
• Deals
• Loyalty Reward Settings

1. Coupons

Manage special discount offers that customers can redeem at checkout.

➔ Coupon Table View

Table Columns:

• Name
• Coupon Code
• Description
• Created At (Date Created)
• Usage

Clicking opens a Side Panel showing:

• Who redeemed the coupon
• Time of redemption
• Associated Order Number
• Action (Edit existing coupon to reflect new changes)

➔ Create a New Coupon

Here's your Coupon Setup Guide, written in the same clear and organized style as the Deals breakdown — professional, easy to follow, and visually scannable:

Add a Coupon – Step-by-Step Guide

• Click "Add Coupon"

  • Located at the top right of your screen.

• Fill Out Coupon Details

  • Coupon Name
    • Give your coupon a clear, identifiable name.
  • Coupon Code
    • The code customers will enter at checkout.
  • Description
    • Briefly explain the offer or purpose of the coupon.
  • Discount Rate
    • Choose either a fixed dollar amount or percentage off.

• Target Customer Settings

  • Customer Types
    • Select applicable types (e.g., Veteran, Owner, or custom tags).
  • Customer Groups
    • Choose from standard groups like Recreational, Medical, or any custom-defined group.

• Sales Channels & Delivery Methods

  • Sales Sources
    • Apply to Internal, External, or Both.
  • Delivery Methods
    • Choose where the coupon is valid: POS, In-Store, Pickup.

• Stacking Policy

  • Define if the coupon can be combined (stacked) with:
    • Loyalty Rewards
    • Other Deals
    • Both or Neither

➔ Validity & Expiration Configuration

• Start Date
  • Set the date when the coupon becomes active.
• No Expiration or define Specific Start/End Dates
• Enable or Disable the coupon for specific store locations
• Use the Global Configuration button to apply the same settings across all stores
• Day & Time Controls
  • For example: Activate only on Mondays and Tuesdays from 5–7 PM (Happy Hour)
• Multi-Store Support
  • Apply different days, times, and date ranges per store if needed

➔ Notification Settings

Send Notifications to customers when the coupon activates:

• Upload an image
• Input a title and description

The system will automatically send out this message when the coupon goes live.

➔ Rules & Limits

• Minimum Order Value
  • Set a minimum spend to redeem the coupon.
• Total Usage Limit
  • Max number of redemptions before it expires.
• Limit Uses Per Customer
  • Control how many times an individual can use the coupon.
• Maximum Applicable Discount
  • Set a cap on how much can be discounted in total.

➔ Coupon Image

Upload a visual thumbnail to display in your mobile app and website. This image will help promote the coupon in customer-facing areas.

2. Deals

Create a deal using the following steps:

➔ Deal Table View

Table will show the following columns:

• Name, Description, Code, Usage, Action.

➔ Deal Types:

Redeeming a BOGO Deal

Add a BOGO Deal (Video Resource)

Apply buy-one-get-one deals directly from the POS screen during checkout.

BOGO (Buy One Get One) and similar promotions are easy to apply in Bleaum. Here's how to redeem them during a sale.

✅ Step-by-Step: How to Redeem a BOGO

1. Open the POS Screen
   From the side panel, click Fulfillment, then select POS.
2. Find or Add the Customer
   Use the customer search bar, or scan their ID to add them to the transaction.
3. Add the Product to the Cart
   Click Manage Cart Items or simply scan the product barcode.
4. Access Deal Options
   Once the item is in the cart, you'll see a small plus (+) next to it.
   Click the plus to open all available discounts for that product.
5. Apply the BOGO Deal
   Locate the BOGO offer (e.g., "Buy 2 Get 1 for 50% Off").
   Click Apply Deal.
6. Confirm Discount
   The system will automatically calculate and apply the correct deal — in this case, applying 50% off to the third item.
   The cart will reflect the adjusted price and deal summary.

🧠 Tips & Notes:

• Make sure the quantity matches the BOGO conditions (e.g., you must have 3 items in the cart for Buy 2 Get 1 to apply).
• If the deal doesn't show, verify that the product is linked to an active promotion.
• Some promotions may be location-specific or tied to customer groups or membership tiers.

➔ Create a New Deal

Click Add Deal (top right).

Fill out the following fields:

Add a Deal – Step-by-Step Guide

Here's the revised "Validity Period" section with your new points included, keeping it clear and professional:

Absolutely — here's the Deal Setup Guide with arrows instead of numbers, keeping it clean and easy to follow:

Add a Deal – Step-by-Step Guide

• ➔ Enter Deal Name

  • Give your deal a clear, recognizable name.

• ➔ Write a Description

  • Describe the offer in detail so your team and customers understand it.

• ➔ Select Deal Type

  • Regular
  • BOGO (Buy One Get One)

• ➔ Set Discount Value

  • Choose either:
    • A percentage discount (e.g., 20% off)
    • A fixed amount (e.g., $5 off)

Validity Period Configuration

• ➔ Set Validity Period

  • Choose No Expiration or define Specific Start and End Dates
  • Select the days of the week the deal applies (e.g., Fridays only)
  • Set time ranges per day (e.g., 2 PM – 5 PM Happy Hour)
  • Apply different time windows per day for full flexibility
  • Enable or disable the deal for specific store locations
  • Use the Global Configuration button to apply the same settings across all stores

• Configure Notification Settings

  • Decide whether customers or staff should receive alerts when the deal is applied.

• Define Sales Source, Delivery Method & Stacking Policy

  • Limit the deal to specific sales channels (e.g., in-store, online, delivery)
  • Choose whether the deal applies to delivery/pickup
  • Set whether it can be combined ("stacked") with other deals or loyalty rewards

• Add Rules & Restrictions

  • Minimum spend requirement
  • Usage limits per customer or per deal
  • Customer eligibility (e.g., members only)

• Upload Deal Image (Optional but Recommended)

  • Add a promotional image to display in your mobile app or website to catch customer attention.

3. Loyalty Reward Settings

Customize how your loyalty program works.

➔ Points-to-Price Ratio

Define how points convert into dollars.

Example: 20 points = $1.The points-to-price ratio defines how many loyalty points equal one dollar in value, and this ratio powers all loyalty-related discounts and redemptions across the platform.

This ratio will drive how all loyalty calculations are made across orders.

➔ Registration Loyalty

• On/Off Toggle.
• Reward customers with bonus points upon account creation.

➔ First Order Loyalty

• On/Off Toggle.
• Reward customers again after they place their first order.

➔ Reward Policy

Two approaches to awarding loyalty points:

Choose between rewarding heavier baskets or rewarding every dollar spent.

➔ Loyalty Restrictions

Limit how customers redeem loyalty points by:

• Points Limit
• Dollar Limit
• Percentage of Order Limit

Prevents over-redeeming and protects margins.

➔ General Settings

• Stacking Policy:
  • Define whether loyalty can stack with Coupons, Deals, or Both.
• Require Customer Contact:
  • Toggle if a customer must provide an Email or Phone Number to participate in Loyalty.

Control participation and stacking rules for better program management.

Quick Summary

The Promotions module empowers you to offer strategic discounts, build creative deals, reward loyalty smartly, and manage promotional campaigns — all while maintaining total flexibility on how, when, and who gets rewarded.