Promotion Tags and Automated Promotions (Admin Settings)

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    Promotion Tags - Defined

    Promotion tags are configured in your Program Console Settings tab, and will appear on Transaction Reporting when you are funding promotional dollars onto a card.

    Promotional tags are only available for use in the following scenarios:

    • When funding promotional dollars onto a card from the Program Console Cards tab (https://manage.ackroo.com)
    • When funding promotional dollars onto a card from the Virtual Terminal (https://vt.ackroo.com), when the "Fund Promotion" option is enabled in the menu
    • When automated promotions are enabled in your settings (read how below)

     

    Configure a Promotion Tag:

    (NOTE: Only Program-Level administrators have access to enable these settings)

    • Select the Settings tab
    • Select Promotion Tags under the Loyalty option on the left of the page
    • Select Add Tag

     

    promotion-tags-screen.png

    • Enter a name for the promotion tag. For example:
      1. Donation
      2. Birthday Promo
      3. Customer Enrollment/Registration Promo
      4. Seasonal/Holiday Promo
      5. eGift Purchase Promo
      6. New Vehicle Purchase Promo

    New-Promotion-Tag.png

    • Select single or multiple store locations and/or departments you would like to enable this promotional tag to be applied FROM 
      • To select multiple locations from the list, hold the Ctrl key on your keyboard and use your mouse to select multiple lines. 
    • Select OK to save the tag
    • Users with sufficient privileges to fund promotional dollars at the identified locations will see the tag options appear when logging into the Program Console (Cards tab) and/or Virtual Terminal (Fund promotion option)

    Now that you have created Promotion Tags, you can use these identifiers to manually process a Fund-Promo transaction, or include these tags using Ackroo's Automated Promotions feature, described below.

     

    Automated Promotions - Defined

    Automated Promotions allow you to pre-configure a promotional card funding that is automatically triggered by a specific event, such as gift card registration from a customer, mobile sign-up, a birthday, etc. Based on the desired event trigger, these preset funds will be automatically loaded to your customer’s card.

    (NOTE 1: Only Program-Level administrators have access to enable these settings)

    (NOTE 2: Use of automated promotions may require that you have integrated systems or additional services with the Ackroo program. Please contact our Support Team if you need clarification or assistance.)

     

    Automated-promotions.png

     

    Configure an Automated Promotion:

    • Select the Settings tab, then select Automated Promotions under the Loyalty option on the left of the page.

    New-automated-promo.png

    The following settings must be filled to configure an automated promotion:

    • Name: this is the name of the automated promotion you want to configure.
    • Event: these are the events you can choose from.
      • POS Registration: Registering a customer’s details in the Virtual Terminal, or your integrated Point-of-Sale (requires development by your provider)
      • Purchase: Automotive Dealers only - Vehicle purchase from your Sales Department (requires integration to your Dealer Management System and sales department)
      • Mobile Registration: When a customer signs up in the Ackroo merchant-branded mobile application
      • Cardholder Registration: When a customer registers a card online in the Ackroo custom-branded cardholder portal
      • Birthday: Card must be pre-registered with birth date in the Ackroo cardholder portal.
      • eGift Purchase: When a customer buys an eGift online 
      • eGift Reload: When a customer reloads their eGift card online
    • Apply Promotion From: Select the location from which you wish to Issue your promo from
    • Apply Promotion To: Select the location from which this promo will be applicable to redeem
    • Promotional Amount: Enter $ value
    • Promotion Funds Expire In: Set a date to automatically expire the value or any unspent portion of the promotion from the card balance, based on the date set (expires at 23:59:59 of date set)
    • Send Email (Yes or No): Selecting 'Yes' will send a registered cardholder a generic confirmation email that they received this promotion (contact Ackroo Support to customize this message)
    • Mandrill Template Slug (Advanced): Requires Ackroo Support assistance -- Ackroo's marketing team can create a fully customized email template (powered by Mailchimp) to send a custom message to your customers
    • Tag: These are the promotional tags explained in the previous section
    • Description (Optional): Add an additional description which displays in Transaction Reporting for your automated promotion

     

    • Select OK to save settings. Once saved, the Automated Promotion is active immediately.
    • To Edit the configuration settings, select ACTION and Edit.
    • To disable the Automated Promotion, select ACTION and Suspend.

     

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