Discount Builder 101

overview discount builder is a guided flow that allows retailers and brands to create a wide range of discounts for their customers discounts are typically redeemed in store by checkout staff, a customer through their aiq wallet, or at ecommerce checkout to access discounts, users need to have at least starter loyalty and marketing benefits increased sales & conversions – discounts incentivize purchases, boosting conversion rates and average order values personalized promotions – allows retailers and brands to create tailored offers (e g , first time buyer discounts, vip deals) to enhance customer engagement flexible discount rules – set up promotions based on conditions like cart value, product category, or customer segments automated campaigns – schedule and run promotions automatically, reducing manual work omnichannel consistency – apply discounts seamlessly in store at ecommerce transactions data driven decisions – track discount performance and optimize future promotions based on real time analytics set up guide redemption configuration redemption options points required to redeem set the number of points needed to redeem the discount leave blank if no points are needed to redeem (eg discount for new customers ) can this discount be used more than one time? allow customers to use the discount once only, or more than once by default, this setting will be disabled no / disabled the discount can only be used 1 time yes / enabled the discount can be used an unlimited number of time with an optional cooldown window require a cooldown between each redemption if the discount is allowed to be used more than once, use this setting to define the number of days or hours required between redemptions of the discount only available if discount can be redeemed greater than 1 time hide the redeem in store button hides the redeem button from all customer facing screens so that customers cannot redeem the discount only staff members will be able to redeem the discount the persona's wallet in aiq partner redemption method this allows you to set up the static dollar ($) dicount or a static percentage (%) discount for your discount this is the discount amount that will be passed via our api to the supported pos and ecommerce integrations checkout our integration grid docid\ lmkd0mbha4ssqe8ii9mz to see what redemption methods are supported for your particular integration static $ or % off static dollar or percentage amount to take off of purchase total each discount should have either static $ off or static % off spending requirement the minimum amount the user must spend to redeem the discount this is not enforced by all integrations, please check with your pos or ecom provider to confirm if this setting is usable with your tech stack by checking out the integration grid docid\ lmkd0mbha4ssqe8ii9mz prevent discount stacking retailers and brands can allow or prevent stacking discounts if setting is enabled, the customer will not be able to use the discount in conjuction with any others if setting is disabled, the customer will be allowed to use the discount in conjunction with other available discounts this is not enforced by all integrations, please check with your pos or ecom provider to confirm if this setting is usable with your tech stack by checking out the integration grid docid\ lmkd0mbha4ssqe8ii9mz trigger a partner platform reward this can be used with the static $ or % off filter for more information, see below about each type of partner platform rewards aiq offers coupon code same coupon code for everyone as the name states, each customer will receive the same coupon code example use code 'save20' for 20% off good for ease of use, faster execution, unlimited uses unique coupon codes requires marketing pro requires marketing pro unique coupon codes can offer several advantages, particularly for retailers and brands looking for more control, security, and personalization in their discount strategies coupon codes can be entered into aiq from a third party provider (e g your pos) or generated in aiq codes are limited to a single use, and a maximum number of codes can be generated giving you more control over discount code usage codes are not assigned to a unique user id, instead they are redeemed from the bank of codes, and will appear in the persona's wallet after use unique codes can also be used to share discounts and rewards for customers who do not already have personas or access to your store wallet when should i generate codes in aiq vs in my third party tool? ultimately, retailers and brands should generate unique codes based on their tech stack and the desired redemption locations for their discounts third party generated coupon codes using coupon codes generated from a supported tool can allow for native redemption through the pos or ecommerce checkout however, these unique code discounts can also be redeemed from the customer's wallet as well by customer or budtender example barcode discounts generated from the pos and mirrored in aiq's discount builder can allow checkout staff to scan a barcode and apply a discount in the pos helpful hints on using third party generated codes in discount builder you must save the discount before codes can pasted into discount if all codes are used and you would like to add more you can edit the discount to paste in additional codes adding a code prefix from aiq will not be appended or displayed when the code is redeemed at the pos or ecommerce checkout, ensuring the native tool recognizes and processes the code correctly aiq generated coupon codes using coupon codes generated in aiq cannot be redeemed natively in another tool and will require the checkout staff or customer to redeem through the aiq wallet helpful hints on generating and saving unique codes in discount builder when building a new discount using aiq generated codes, it is best practice to determine the audience size first, so you know how many codes to generate you must save the discount before codes can be generated if all codes are used and you would like to add more you can edit the discount to generate additional codes codes can be customized with a code prefix to help with discount identification for more information on embedding unique discount codes to campaigns , see our legacy campaign builder docid\ nol kwxgt34s2xxgmhy j article and select "discount macros" from the table of contents pos discount id for discounts that already exist within the pos, the pos discount id can be mirrored inside aiq's discount builder these discounts can be redeemed natively by the pos or by the checkout staff or customer from the customer's aiq wallet enter the id for the mirrored discount made within your pos barcode barcode discounts that are created in the pos can be mirrored in aiq's discount builder and redeemed natively at the pos enter your barcode value and format static and triggered discount combination to enable redemption at ecommerce tools, retailers or brands should set up their discount in aiq's discount builder as both a static and triggered partner platform reward if a discount is adjusted in the pos and a mirrored version lives inside aiq, the reatiler or brand will need to update the static portion of the discount to ensure it is applied appropriately at ecom checkout static $ off cannot be used at the same time as a static % off static discounts can only be combined with triggered partner platform rewards how to combine static and triggered reward in discount builder select 'static $' or 'static %' off and set up static portion of discount next click on 'trigger a partner platform reward' a double confirmation will pop up asking if you would like to use the triggered reward with existing redemption settings or replace them select 'use with existing' finish setting up triggered platform reward and continue to review step