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.