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How to Set Up Online Promotions

Who Is This For?

StoreHub merchants who run promotions on Webstore, Beep Delivery, or QR Order and Pay.

Overview

This article covers Take Percentage Off, Take Amount Off, and Free Shipping for online channels. It explains promo codes, first-time customer eligibility, membership tier eligibility, usage limits, required product purchase, how shoppers enter codes at checkout, and the Beep store eligibility banner.

  • For the channel mixing rules, see here.

  • For POS-only types such as Buy X Get Y, Combo Set, and Override Existing Price, see here.


Before You Begin

  • You use Advanced or Pro.

  • Webstore, Beep Delivery, or QR Order and Pay is already enabled where you plan to sell.

  • You created a separate POS promotion if staff also need the same campaign on the register.

  • You have a test path to place a Webstore or Beep order safely.


Promo Codes on Online Channels

Promo codes are required on Webstore, Beep Delivery, and QR Order and Pay.

Create a separate online promotion record with a code your shoppers can type at checkout.

POS promotions use a different record and do not replace this requirement.


Step-by-Step Guide

Create a Promotion for Online Channels

1. Log in to your BackOffice, click 'Promotions', then select '+ New Promotion'.

BackOffice screen showing Promotions menu and New Promotion entry.

2. Type a promotion name shoppers may see when the deal applies.

3. Choose stores. For Beep display eligibility, All Stores is required for the banner rules in the troubleshooting section below.

4. Select Webstore only, or select Beep Delivery and QR Order and Pay together when both Beep-platform channels should share one record. Do not tick POS on this online record.

5. Enter a promo code. This is required for online channels.

6. Tick 'Enable' if the promotion should start when you save.

7. Set start and end dates. Leave the end date blank if the offer should stay open until you disable it.

New promotion form showing name, store selection, channel checkboxes, promo code field, enable promotion toggle and promotion start and end date.


Set Up Take Percentage Off Online

1. Under discount type, select 'Take Percentage Off'.

2. Enter the percentage value.

3. Under 'Apply to', choose all orders or orders over or equal to a minimum amount when Beep display rules require it.

4. Configure Customer Eligibility for first-time customers or membership tiers when needed.

5. Tap 'Save'.

Note:

  • Take Percentage Off only applies when included products share the same tax code.


Set Up Take Amount Off Online

1. Select 'Take Amount Off'.

2. Enter the fixed amount to deduct.

3. Set 'Apply to' and eligibility the same way as percentage promotions.

4. Tap 'Save'.


Set Up Free Shipping

1. Select channels Webstore and or Beep Delivery. Free Shipping does not apply to QR Order and Pay or POS in current product behaviour.

2. Under discount type, select 'Free Shipping'.

3. Optional: tick 'Require Specific Product Purchase' when a basket must contain certain lines before shipping is waived.

4. Tap 'Save'.


Set First-Time Customer or Membership Tier Eligibility

1. Open a Take Percentage Off or Take Amount Off online promotion.

2. In Customer Eligibility, choose first-time customers when only new shoppers should qualify.

3. Choose membership tier eligibility when the deal should target tier members. For tier setup and reward mechanics, see here and here.

4. Tap 'Save'.

Note:

  • Membership rewards can combine with promotions in some flows. Learn more about them here.


Set Usage Limits

1. Open an online promotion that runs on Beep or Webstore.

2. Find usage limit fields in the editor.

3. Enter the maximum redemptions allowed for the campaign window.

4. Tap 'Save'.

Note:

  • Usage limits are only supported on Beep and Webstore currently.


Set Require Specific Product Purchase Online

Require Specific Product Purchase allows you to set conditions that customers need to fulfill before triggering a promotion.

Below are the different conditions that you can set:

  • Purchase products of a specific category.

  • Purchase products with a specific tag.

  • Purchase a specific product.

1. Tick 'Require Specific Product Purchase' when a gate basket is required.

2. Choose 'Products of Category', 'Products with Tags', or 'Specific Products'.

3. Tap 'Add Product' if you require your user to purchase more than one product.

4. Enter the minimum quantity for each row.

5. Tap 'Save'.

Note:

  • Beep store display eligibility requires that the promotion does not use required specific product purchase.


How Customers Apply a Promo Code at Checkout

Webstore

1. The shopper adds items to the cart and proceeds to checkout.

2. On the checkout page, they enter your promo code in the promo or discount code field.

3. They complete payment. The discount appears when the code and basket rules match.

Beep Delivery or Pickup

1. The customer opens your Beep menu and builds a cart.

2. At checkout they enter the promo code before paying.

3. Confirm delivery or pickup fees update when Free Shipping or amount promotions apply.

QR Order and Pay

1. The diner scans the QR menu and adds items.

2. At payment they enter the promo code when the checkout screen shows the field.

3. Staff see the discounted total on the POS order flow when rules match.


Edit or Disable an Online Promotion

1. Open the promotion from 'Promotions'.

2. Adjust channels, codes, dates, limits, or eligibility.

3. Tap 'Save'. Disable instead of delete when you want to keep history.


Beep Store Eligibility Banner

BackOffice shows a status banner at the top of saved promotions.

When the promotion is not eligible, the banner reads:

"Promo is NOT eligible to be displayed on your Beep store".

Hover the info icon next to the banner. BackOffice shows this tooltip text:

Promo can only be displayed on your Beep store if it fulfills all the criteria below:

  • Promo must be applied to All Stores

  • Channels can only be Beep Delivery, Pickup, Takeaway and Dine in

  • Promo must be enabled

  • Promo must be valid on current date

  • Promo must be applied to either "All Orders" or "Orders over or equal to"

  • Promo does not require specific product purchase

  • Promo Customer Eligibility must be set to Everyone

  • Promo is not linked to a Membership Reward

Note:

  • The items you need to fix is highlighted in red.

When the promotion is eligible, the banner reads:

"Promo is eligible to be displayed on your Beep store".


Troubleshooting

Issue

Solution

Code rejected at Webstore checkout

Confirm Webstore channel, active dates, code spelling, and cart meets apply-to rules.

Code works on Webstore but not Beep

Beep and Webstore may need separate records unless both channels are ticked on the same Beep-platform promotion.

Free Shipping still charges a fee

Confirm Webstore or Beep channel only, basket meets rules, and the promotion is enabled.

Usage limit reached early

Raise the cap or create a new promotion window. Remember limits apply on Beep and Webstore per live BackOffice guidance.

Banner says not eligible on Beep

Walk through all eight tooltip criteria. Common fixes: set All Stores, remove required product purchase, set eligibility to Everyone, unlink membership rewards, use All Orders or orders over equal to only.


FAQs

1. Why must online promotions use a promo code?

Webstore, Beep Delivery, and QR Order and Pay expect shoppers to enter a code at checkout unless product behaviour changes in a future release. Plan codes in your marketing.

2. Can I combine Webstore and POS in one promotion?

No. Create separate records. See here.

3. Does Free Shipping work on QR Order and Pay?

Not in current behaviour. Use Webstore and Beep Delivery for Free Shipping.

4. Where do customer tags work?

Customer tags are supported on Beep and POS currently, not as a substitute for every Webstore rule. Use eligibility options shown in your editor.

5. How do I feature an eligible Beep promotion?

When the banner shows eligible, customize featured promotions under Online Orders in QR Order and Pay or Beep Delivery, or in Beep Business Profile.


Need Help?

Contact StoreHub Support via live chat in your StoreHub app or email [email protected].


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