How do I create an offer?

Encourage guests to sample a new appetizer or return for a special promotion through Fishbowl Offers. Generate discounts for any customer to incentivize visits and stay engaged.

Offer Creation Instructions:

  1. Initiate Offer Creation:

    • Click on the "Create Offer" button to start creating a new offer.
  2. Basic Details:

    • Provide the following basic information:
      • Offer Name and Internal Name: Enter a descriptive name for the offer and an internal reference name.
      • Select Offer Type: Choose between "$ Off Check" or "% Off Check" to indicate whether the offer deducts a dollar or percentage value from the entire check.
  3. Offer Details:

    • Specify the offer details as follows:
      • Offer Value:
        • Choose from preset values of $5, $10, or $15, or set a custom value.
      • Minimum Purchase Amount:
        • Select from preset values of $5, $50, or $100, or set a custom value.
      • Must Purchase Items:
        • Select the items that must be purchased to qualify for the coupon redemption. Note that menu items reflect your POS hierarchy.
  4. Restrictions:

    • Define redemption limits and other restrictions:
      • Total Redemption Limits:
        • Choose between limiting by member, by coupon, or allow unlimited redemptions.
      • Limit by Timeframe:
        • Set limits per day, week, or month.
      • Allowed Order Mode:
        • Specify if the offer applies to all orders, online orders, or in-store purchases.
      • Optional:
        • Customize further by combining with other offers, allowing POS discounts, or requiring manager authorization.
      • Exclude Menu Items:
        • Choose items to exclude, if any, from those previously selected as must-purchase items.
  5. Store Selection:

    • Select the stores where the offer is valid.
  6. Schedule:

    • Define the offer's validity period:
      • Offer Start:
        • Choose to start today or select a specific date.
      • Offer End:
        • Choose to start today or select an end date.
      • Days Valid:
        • Specify the days of the week the offer is valid.
      • Restricted Hours:
        • Set specific hours when the offer is valid.
  7. Finalize:

    • Complete the offer setup with the following details:
      • Receipt Text: Text to display on the POS and customer receipts.
      • Vanity Code: Alphanumeric code for easy redemption in online ordering (if applicable).
      • POS Discount ID: Directly link the offer to a specific discount ID in the POS (if needed).
      • Tags: Organize and track the offer with tags.
      • Notes: Additional information for internal management.
      • Descriptions: Provide consumer-friendly descriptions for use in a mobile app or other platforms.
  8. Review and Finalize:

    • Choose to save the offer as a draft for further review or publish it immediately.