Purchase Total Campaign
The Purchase Total enables members to earn bonus points on their purchase total. Member points are multiplied or added. It’s a great way to drive foot traffic during slow business hours and increase ticket averages as it encourages members to earn rewards and level-up faster.
Campaign Examples
Earn 2x points on Tuesdays from 3-5 pm!
This multiplier bonus is set during slow business hours. All purchases on Tuesday are multiplied by 2 – a $10 transaction would earn 20 points instead of the usual 10 points (less taxes and other exclusions). It motivates members to choose your brand to maximize their earning potential and get closer to those rewards.Back-to-School: Earn 3x points on all purchases!
This multiplier bonus scheduled just in time for back-to-school encourages members to shop at your brand when getting ready for the new school year. They are incentivized to spend more because they earn more.Earn 10 bonus points this week!
This added bonus is set to promote foot-traffic during the week. Campaigns are easy to set up, if things are looking slow or you just want to drive loyalty, giving points is a low-cost incentive to you but high-value to your members in reaching their next reward sooner.
Create An Offer Campaign
Go to the Campaigns tab in the Dashboard
Click the Create link in the top nav
Select the Purchase Total automation
Select the Bonus Type:
• Multiply Bonus will multiply the points earned on any select items purchased
• Add Bonus will add a fixed amount of points on any select items purchasedDefine your offer parameters and click Next
Enter a unique campaign name for your internal reference
Schedule your campaign start date and time
(Optional) Schedule your campaign end date and time. If this is not defined, you campaign will be ongoing with no end date
Review your campaign details and click on Schedule to create your new campaign
Tip: Hover over the tooltips for more information on each field box.
Next Visit Campaign
A Next Visit campaign makes an offer available to the member upon their next in-store visit. Next visit offers are great for surprise and delight campaigns, rewarding loyal members, and incentivize their next drop into your store(s).
Campaign Examples
Enjoy a Free Cookie on your next visit (while supplies last)!
By setting a max redemption setting on your free item offer, you can prepare your inventory and engage your members to make their next purchase sooner.Surprise & delight
Don’t send out any marketing, just surprise your loyal members with an offer on their next visit. It’s common to also set the offer to expire on that visit, so the member must redeem it or it will be lost. Members will feel your program is actually rewarding and this can keep them engaged with your brand over others.Prompt customers to join your text club on their next visit
Increase your text club subscribers by prompting them to join via the in-store customer facing device (CFD). Members can accept the terms and receive the double opt-in text to your phone number. Once they confirm by replying “Y”, you have grown your SMS subscriber base.
Things To Know
A next visit can be used to target members on their first visit when the start of the campaign is also at the start of your program. If you have members who have already made a first or subsequent visit, they can again be targeted with this next visit campaign.
For text message prompts, you must have an SMS subscription plan on your account.
Creating An Offer Campaign
See Offer types for more information.
Go to the Campaigns tab in the Dashboard
Click the Create link in the top nav
Select the Next Visit automation and click Next
Select your action type: Offer or Prompt
Your account must have an SMS subscription plan to select the Prompt action.Define your offer parameters and click Next
Enter a unique campaign name for your internal reference
Schedule your campaign start date and time
(Optional) Schedule your campaign end date and time. If this is not defined, you campaign will be ongoing with no end date
Review your campaign details and click on Schedule to create your new campaign
Tip: Hover over the tooltips for more information on each field box.
Date & Time Campaign
A Date & Time campaign allows you to send a text message or offer at a scheduled time. This is a great way to schedule offers to a specific audience, whether it be to those who have not shopped in a while or your big spenders or reach your text subscribers with special, upcoming, exclusive, or ongoing promotions. There are many audience options, it’s flexible, and easy to set up.
Creating A Text Message Campaign
Go to the Campaigns tab in the Dashboard
Click the Create link in the top nav
Select the Date & Time automation and click Next
Select the Text Message action
Enter your text message content
Schedule the time to send and click Next
Define the target audience to receive the message by turning on the segment and defining your audience filters. Then click Next
Enter a unique campaign name for your internal reference
Review your campaign details and click on Schedule to create your new campaign
Tip: You can send a test message to a mobile number during your setup process (step 5).
Creating An Offer Campaign
See Offer types for more information.
Go to the Campaigns tab in the Dashboard
Click the Create link in the top nav
Select the Date & Time automation and click Next
Select the Offer action
Define your offer parameters and click Next
Define the target audience to receive the offer by turning on the segment and defining your audience filters. Then click Next
Enter a unique campaign name for your internal reference
Schedule your campaign start date and time
Review your campaign details and click on Schedule to create your new campaign
Offer Configuration Options
The following are the offer configurations based on the campaign and offer type selections. Not all configuration options are going to be applicable to each offer setup. The Dashboard UI will only request the relevant configurations based on the offer campaign and offer types you select to create.
Tip: Hover over the Dashboard tooltips while creating your campaign for more information on each field box.
| Configuration | Description |
|---|---|
| Available | Define whether the offer can be used in-store or online. Offers that are "in-store" may only be redeemed in-stores. Offers that are "online" may only be redeemed online. |
| Coupon Print-out/On-Screen Display | This is an operational message that is either printed or displayed to the Staff ringing up the Member's order, instructing them to apply the offer to their order before closing the transaction. This only applies for in-store offers. This does not apply for points offers. |
| Discount Code | The discount code corresponds to a discount code in your POS system. For online ordering, Spendgo will pass this discount code to the POS for processing. This does not apply for points offer. The Discount Code can be overridden when the Discount Code Override value is configured on the store-level. See Store Settings for more details. |
| Earn Points |
Earn points defines how points will be earned on a purchase for a Mulitply Points offer.
|
| Ignore Modifiers As Reward |
Spendgo determines the reward discount based on the lowest valued qualifying reward item. Enabling Ignore Modifiers As Reward will ignore the modifier line-items (e.g. $0.50 Ranch Dressing) as a qualifying reward item. If you want the offer to be the lowest valued parent-item and not the lowest valued modifier as the discount, you will turn on Ignore Modifiers As Reward.
Note: When Ignore Modifiers As Reward is enabled it will also ignore any modifier items that are included in your qualifying item groups.
Example: |
| In-store Redemption Prompt | The guest facing message to be displayed on the in-store tablet devices prompting the Member to use their offer on their order. This only applies for in-store offers. This does not apply to points offers. |
| Limit Timeframe | Limiting the timeframe allows you to create day and time windows when the points can be used. |
| Maximum Points Per Purchase | Caps the number of points a Member can earn per qualified purchase in a Multiply Points offer type. |
| Minimum Purchase Value | Defines the minimum purchase amount that must be met to use the offer. This does not apply to Add Points offers. |
| Multiply By |
In a Multiply Points offer, set the number to multiply points earned by. Points earned will be rounded down to the nearest whole number.
Note: Multiple multiply points campaigns and if your points program default is more than 1 point = $1 the bonus multiple will not stack from the campaign. |
| Offer Description | The offer description displayed to Members in their Member Portal when they have it in their account. |
| Offer Expiration |
Earn points defines how points will be earned on a purchase. This configuration does not apply to Add Points offers.
|
| Offer Name | The name of the offer as you want it displayed to Members. |
| Offer Value | The value of the offer to be given. Example, $5 Off is a "5" value. 10% off is a 10 value. This only applies to fixed Discount ($) and (%) offer types. |
| Points | The number of points to give in an add points offer. |
| Participating Locations | Participating Locations allow you to select which stores the offer can be used at. This is independent of the audience filter for the Favorite store. For example, you can target all Members, but they will only be able to use the offer at the select participating locations. This does not apply to the Add Points offer. |
| Qualifying Items Group | Defines the select list of item(s) (i.e. an Item Group) that Members must have in their basket in order to qualify to use the offer. If none of the select items are in their basket, the offer will not apply to the order. This does not apply to Add Points offers. |
| Qualifying Rule | Qualifying rule sets the reward discount value based on the basket (i.e. the basket subtotal) or based on qualifying items being in the basket. This is only applicable to Discount ($) and (%) offer types. |
| Redeemable by Registered Members Only | When enabled, only Registered Members can use the offer. |
| Reward Items Group | Defines the select list of item(s) (i.e. an Item Group) that Members must have in their basket in order use the offer. The reward item in basket is what gets discounted. If none of the select items are in their basket, the offer will not apply to the order. This applies to BOGO, Free Item, and Price Adjustment offer types. |
Registration Campaign
A Registration campaign allows customers to earn an offer upon the completion of their account. To register, a customer must complete the sign up process and validate their email. The required fields may vary per your account settings; however, the base Spendgo requirements are: phone, email and password. Once their account is completed they are considered “activated” members in the Spendgo system. Registration campaigns help drive sign ups, connect with your customers via text or email messaging, and personalize those messages.
Campaign Examples
$3 Off Your Next Purchase For Joining
Offering a dollar discount on their next purchase with an offer expiration is a good way to drive sign ups, capture personalized information and marketing preferences while encouraging their next purchase to be before the offer expires.Free Bowl For Registering
Deliver value by giving them a taste of your brand. Offering a free item is a great way to show member’s that your program is actually rewarding, it’s worth while, and reinforces your brand.50 bonus points for Registering
Give your new members a boost with welcome bonus points, making it easy for them to reach their first reward!
The Spendgo Identity platform allows members to use their Spendgo credentials across the Spendgo network of brands. If a member was already registered with another brand, when they become linked to your account – via shopping at your store(s) or sign in to your brand – this is treated as registration to your brand and will qualify for this offer.
For more custom registration offer settings, please contact your Customer Success Manager.
Creating An Offer Campaign
Go to the Campaigns tab in the Dashboard
Click the Create link in the top nav
Select the Registration automation
Define your offer parameters and click Next
Enter a unique campaign name for your internal reference
Schedule your campaign start date and time
(Optional) Schedule your campaign end date and time. If this is not defined, you campaign will be ongoing with no end date
Review your campaign details and click on Schedule to create your new campaign
Tip: Hover over the tooltips for more information on each field box.
Birthday Campaign
A Birthday campaign allows you to automatically send an offer on your member's birthday. It is a great way to incentivize customers to register their account, ensure at least one more visit a year, personalize offers around a special occasion, and build loyalty.
Campaign Examples
Free Birthday Ice Cream Cone
This birthday free item is a great way to award your loyal members and thank them for being valued customers. It encourages sign ups and is strong at getting customers in the door and make a purchase with their free item.Birthday BOGO
This birthday BOGO is a good way to promote celebrating their birthday with friends and family. It also is a good strategy for ensuring a purchase is made to get one item free.Birthday $10 Off
The birthday dollar discount is commonly used to allow a little more flexibility in how a customer can apply their rewards to their order. Often this also increases ticket averages; members like to maximize how they use the reward by redeeming the full value of their reward and may even add-on where they typically would not have without the discount.
Things To Know
Only one birthday can be earned per member per calendar year.
Your support team can manually add a birthday offer to a member’s account through your brand’s Dashboard UI. The user must have permissions to support members.
Setting the birthday offer to expire after presented can have varying results for the birthday offer expirations. For example, a birthday offer expiring 7 days after presented can be earned on Jan 1 when their birthday is, but the offer expiration may not be set until Feb 1 when the member makes a visit and is first presented the birthday offer. Their birthday offer would then expire on Feb 8, 7 days after they actually were presented the offer and saw it.
Creating An Offer Campaign
See Offer types for more information.
Go to the Campaigns tab in the Dashboard
Click the Create link in the top nav
Select the Birthday automation
Select when to issue the birthday offer:
• On event will issue the birthday offer once annually on the day of their birthday saved in their profile
• Days before allows you to issue the offer before their birthday by setting the a number of days beforeDefine your offer parameters and click Next
Enter a unique campaign name for your internal reference
Schedule your campaign start date and time
(Optional) Schedule your campaign end date and time. If this is not defined, you campaign will be ongoing with no end date
Review your campaign details and click on Schedule to create your new campaign
Tip: Hover over the tooltips for more information on each field box.
Purchase Item Campaign
A Purchase Item campaign enables members to earn bonus points based on their item purchases. Customer points are multiplied or added. It’s a great way to push inventory and promote new or existing products during specific seasons, weekdays, or even specific times of the day.
Campaign Examples
Earn 2x points on Taco Tuesdays!
This multiplier bonus is set on a slow business day. All taco purchases on Tuesday were multiplied by 2 – a $5 taco earns 10 points instead of the usual 5 points (less taxes and other exclusions). It motivates customers to choose your brand on Tuesdays to maximize their earning potential and get closer to those rewards.Earn 1.5x points on Summer Menu Items!
This multiplier bonus was set to push their Summer menu in the beginning of summer. All purchases with the qualifying items points within the campaign period were multiplied by 1.5 – a $10 item earned 15 points instead of the usual 10 points (less taxes and other exclusions). This was a good way to introduce their new products and push the summer inventory for a limited time.Earn 5 bonus points on Juices To-Go!
This added bonus was set to rotate out their Juices To-Go line. This was a good way to incentivize customers to buy their To-Go products and also control the bonus points being issued. Since various flavors were sold at different costs, they wanted to give a fixed 5 points bonus. You can also increase your inventory rotation on a particular product. For example, incentivize your customers with the opportunity to earn more points on prodcuts you’d like to push.
Things to Know
When a member has multiple qualifying items in their cart, they will earn bonus points on each qualified item. For example:
Double points on Dessert offer will earn a member with 2 x $5 Desserts in their purchase a total of 10 points. (5 dessert points + 5 dessert points * 2)
Add 5 points on Dessert offer with earn a member with 2 x $5 Desserts in their purchase a total of 20 points (5 dessert points * 2 + 10 bonus points).
Creating An Offer Campaign
Go to the Campaigns tab in the Dashboard
Click the Create link in the top nav
Select the Purchase Items automation
Select the Bonus Type:
• Multiply Bonus will multiply the points earned on any select items purchased
• Add Bonus will add a fixed amount of points on any select items purchasedDefine your offer parameters and click Next
Enter a unique campaign name for your internal reference
Schedule your campaign start date and time
(Optional) Schedule your campaign end date and time. If this is not defined, you campaign will be ongoing with no end date
Review your campaign details and click on Schedule to create your new campaign
Tip: Hover over the tooltips for more information on each field box.
Formatting an Item Group
Follow the CSV formatting rules for your Item Groups. Download a CSV template here:
Formatting Guides
Please follow these file formatting rules before uploading your Item Group:
Your file must be in a comma-separated value (CSV) format. We recommend saving as a UTF-8 file to preserve any special character formatting.
Headers should always be present.
Item name(s) is/are the minimum requirement and should always be entered as it is printed on the receipt (or as it is sent in the API integrations).
Quantity is always 1. If left blank, the value will default to 1.
Adjusted cost is only required for a Price Adjustment offer type. Otherwise, leave blank.
Offer types Fixed Discount ($) and Fixed Discount (%) DO NOT require a qualifying item group.
When you are setting up an offer, the way you to format your qualifying item groups are dependent on the offer type. Here are example Item Groups for each offer type:
Free Item
You're setting up a Free Item offer, enter all the items that qualify as the free item. In the offer setup, set this item group as the Eligible Qualifier and Reward Items. The member will be able to redeem any one of these items as a free item.
| item_name | quantity | adjusted_cost |
|---|---|---|
| Watermelon Cooler | 1 | |
| Summer Salad | 1 | |
| Strawberry Sorbet | 1 |
BOGO
You're setting up a BOGO offer, enter all the items that qualify for the Buy One Get One (BOGO) offer. In the offer setup, set this item group as the Eligible Qualifier Items and Eligible Reward Items. If any two of these items are in their cart, the member will be able to redeem one as the free item (of equal or lesser value).
For more advanced BOGO offers, you can also define separate Item Groups for the Eligible Qualifier Items and the Eligible Reward Items. For example, Buy a sandwich, get a free chips. Where the Eligible Qualifier Items group will consist of sandwich line-items and the Eligible Rewards Items group will consist of chip line-items.
| item_name | quantity | adjusted_cost |
|---|---|---|
| Turkey Sandwich | 1 | |
| BLT Sandwich | 1 | |
| Reuben Sandwich | 1 |
Price Adjustment
You're setting up a Price Adjustment offer type, enter all the items that qualify for a price adjustment and the discounted price. In the offer setup set this group as the Eligible Qualifier Items and the Eligible Reward Items. The member will be able to purchase any of the line-items at the discounted price (e.g. $5 Sub Special, usually priced at $7).
Note: the "adjusted_cost" is the cost of the item you want it to be, not the amount to be discounted. The discount will be calculated automatically.
| item_name | quantity | adjusted_cost |
|---|---|---|
| Meatball Sub | 1 | 5 |
| Roast Beef Sub | 1 | 5 |
| Grilled Portabello Sub | 1 | 5 |
Managing an Item Group
An Item Group is a list of line-items used to limit the eligible items for an offer redemption. When a member wants to redeem an offer, their order will be first validated for the correct item names and quantity of items, and then the correct discount is applied. When the member’s order does not have the specified line-items from the Item Group, an error occurs that prevents the offer from being redeemed.
Note: this workflow varies slightly per integration type. Contact your Customer Success Manager for more details.
Things to Know
When creating or updating an Item Group with special characters, be sure to save your file as a UTF-8 .csv to preserve its formatting.
Create New Item Group
Before you create your Item Group, know your campaign objective and review the Formatting Item Groups Guidelines.
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Navigate to Campaigns > Item Groups.
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Click the add icon to create a new item group.
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Name your item group.
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Drag and drop or upload your CSV file containing your group of items.
IMPORTANT: Your file must follow the Formatting Item Groups Guidelines.
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Click on Save to create your item group.
View Item Group
There are 2 ways to view the items in group — viewing direct within the dashboard, and downloading it as a CSV file. Downloading the item group is also helpful when you want to update a group.
View in Dashboard
Navigate to Campaigns > Item Groups.
In the row of the Item Group, go to Manage > View.
Download Item Group
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Navigate to Campaigns > Item Groups.
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In the row of the Item Group, go to Manage > View.
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Click the download icon, and the CSV file will directly download to your device.
Update Item Group
Update/Overwrite
Updating your Item Group will overwrite all its contents. This is recommended for any modifications — such as an add, remove, and/or edit item(s).
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Navigate to Campaigns > Item Groups.
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In the row of the Item Group, go to Manage > View.
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Click the update icon.
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Upload your new CSV file containing the updated items and Save Changes.
IMPORTANT: Your file must follow the Formatting Item Groups Guidelines.
Delete Item(s) within a Group
An Item Group must have at least 1 item. If you want to update all the items in a list, we recommend using the update method.
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Navigate to Campaigns > Item Groups.
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In the row of the Item Group, go to Manage > View.
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Select the checkbox next to the item(s) you want to delete.
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Click the delete icon.
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Confirm your delete of selected items.
Paying Your Invoices
The following instructions are for paying your open invoices. Invoices can be accessed from your Spendgo billing email notifications sent to your billing contact’s email address.
Click the Pay Now button in your invoice email to see a summary of your open invoices and the corresponding amounts, due dates, and billing periods.
Select each invoice you want to pay and click the Pay Now button at the top right.
*Your invoice details can be downloaded by clicking on Download PDFA prompt with your saved payment methods will appear. Select the payment method you would like to use and click Pay Now.
A popup will notify you that the payment was successful and a confirmation email will be sent to your billing email address.
Setup an ACH (Direct Debit) payment
Direct debit payments are done electronically through an Automated Clearing House (ACH). Accepting direct account payments require that:
Bank accounts must be verified.
The bank account holder must give Spendgo authorization to process payments.
Kindly note that ACH payments may take up to five (5) business days to receive acknowledgment of payment success or failure. It takes ACH payments up to seven (7) business days to be reflected.
Accessing your payments
1. You can access your account by clicking the Log into your account now → link at the bottom of your Spendgo billing emails.
2. Enter your account billing email and continue. You will be sent a one-time password to that email. The one-time password is valid for 5 minutes from the time it is generated.
3. Enter your one-time password to log in.
Adding Payment Method
1. To update an existing payment method, select the payment method you want to edit and follow the on- screen instructions to update your payment.
2. Click on Add New to start the add payment method process.
3. Select ACH as your preferred payment method. Enter the required fields and click on Proceed to Review.
4. You will then be directed to the review page. Carefully read the authorization agreement and click on Add.
5. Once added, select whether you would want this payment method to be your primary or backup. You may also Skip this step selection.
Verifying your bank account
After successfully adding your ACH payment method, you will be required to verify your bank account details. Follow the following steps in order to successfully complete this step:
1. Click the Update Payment Method link at the bottom of any Spendgo billing email.
2. Add your bank account as a payment method. For more information on this please see Add ACH Payment Doc
3. Once the account has been created, the payment method screen will show that your payment method is pending verification. Click on the payment method to be verified.
4. Check the verification details in the verification prompt then click on Verify.
5. The bank account will be added to your payment methods
Note: Direct debits only accept funds that are in USD and only for US bank accounts.
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