Gift Settings

Created by Manuales Invu, Modified on Mon, 9 Sep at 12:58 PM by Manuales Invu

Estimated reading time, 9 minutes

Refers to the specific parameters and options that allow ecommerce to define, manage and control how gifts or promotions are distributed and applied to customers. This allows detailed control over how and when customers can access a gift or promotion, ensuring that the benefits offered are aligned with marketing objectives, customer preferences and ecommerce rules.

Functioning
Statistics
- Download Actions
- Report Categories
General Settings

Functioning

Our loyalty system allows you to create personalized offers and gifts for your customers based on various conditions and attributes.

Note: You can create several cases of operation.

Case Conditions

Set specific conditions that customers must meet to qualify for a promotion or gift.

Segment	Description
All	Applies to all users or purchases without distinction.
Users - Label	Classification assigned to a user for segmentation, this can be VIP Customer, Frequent, New Customer or some other created by the user.
Users - Birthday Month (1-12)	Month in which a user celebrates their birthday, specified as a number between 1 for January and 12 for December.
Users - Birthday Day (1-365)	Day of the year on which a user has a birthday, where 1 represents January 1 and 365 represents December 31.
Users - Gender	Of the user's gender, the system accepts male and female.
Users - ID Number	A unique identifier associated with the person, such as a customer number or tax ID.
Users - Anonymous	Users who make a purchase without registering or providing personal information.
Users - Unregistered	Users who have made purchases without creating an e-commerce account.
Purchase - Total	Amount The total value of the purchase made by the user, including taxes and other charges.
Purchase - Subtotal	Amount The total value of the purchase before taxes, discounts, and other charges.
Purchase - Store ID	The unique identifier of the store where the purchase was made may be applicable for e-commerce with multiple branches or franchises.
Purchase - Machine ID	The unique identifier of the machine or terminal where the purchase was processed.
Purchase - Employee	The employee who processed the purchase, useful in cases of assisted sales or employee incentive programs.
Purchase - Product - SKU	List of unique reference codes for a specific product (Stock Keeping Unit).
Purchase - Product - Name	The name of the product purchased.
Purchase - Product - Department	The main category to which a product belongs.
Purchase - Product - Department Level 2	Subcategory to which a product belongs.
Purchase - Product - Department Level 3	Additional subcategory for more specificity within Level 2.
Purchase - Product - Size	The size or dimension of the product purchased.
Purchase - Product - Color	The color of the product purchased.
Purchase - Product - Brand	The brand of the product purchased.
Purchase - Product - Unit	Cost The unit cost of the product before any discounts are applied.
Purchase - Product - SKU	Modifier An additional code that is applied to modify or customize the base product, may be a specific SKU for a customized version of a product.
Purchase - Product - Modifier Value	Value added or changed by the modifier.
Purchase - Product - Modifier Name	Name of the modifier applied to the product.
Purchase - Special A x B	Promotion that applies when a specific quantity of products is purchased. Such as 2x1 or 3x2.
Purchase - Mix and Match Special	Discount that applies when buying different products that meet certain combined conditions.
Purchase - Shipping ID	Unique identifier of the shipping method used.
Purchase - Shipping Amount	The cost associated with shipping the purchase.
Purchase - Payment Method ID	The unique identifier of the payment method used.
Purchase - Order Type	The type of order placed.
Purchase - Order Type ID	Unique identifier for the type of order.
Purchase - Coupon Amount	Number of coupons applied to the purchase.
Purchase - Discount Amount	Total value of the discount applied to the purchase.
Purchase - Percentage Discount on Subtotal	Percentage discount applied to the subtotal of the purchase.
System - Day of Week	The day of the week on which the purchase is made.
System - Day of the Month	The day of the month in which the purchase is made.
System - Day of the Year	The day of the year in which the purchase is made.
System - Week of the Month	The week of the month in which the purchase is made.
System - Week of the Year	The week of the year in which the purchase is made.
System - Month of the Year	The month of the year in which the purchase is made.
System - Year	The year in which the purchase is made.
Schedule Promotion	Discounts or promotions that apply only at specific times.
Products Met Condition - Sum of Value	The sum total of the value of the products that meet the specified conditions.
Products Met Condition - Sum of Quantities	The sum total of the quantities of products that meet the specified conditions.

Choose Operator

Operators allow you to define how conditions are applied

Equal to: [=] The condition is fulfilled if the value is equal to the specified value.
Greater than: [>] The condition is met if the value is greater than the specified value.
Greater than or equal to: [>=] The condition is satisfied if the value is greater than or equal to the specified value.
Less than: [<] The condition is satisfied if the value is less than the specified value.
Less than or equal to: [<=] The condition is satisfied if the value is less than or equal to the specified value.
Different from: [!=] The condition is satisfied if the value is different from the specified one.
Contains: [LIKE] The condition is satisfied if the value contains a specified string.
Does Not Contain: [NOT LIKE] Condition is met if the value does not contain a specific string.

Condition Field

In the condition field, I know specifically what is being evaluated between the conditions and the operator.

Case Actions

These are the actions that are executed once the loyalty case conditions are met:

Fixed Discount to Entire Purchase: A fixed amount of discount that is applied to the total purchase.
Percentage Discount on Entire Purchase: A percentage discount that is applied to the total purchase.
POS Promotional Code: A promotional code is generated for use at the Point of Sale (POS).
Fixed Discount to Conditional Product: A fixed discount applied to products that meet the specified condition.
Conditional Product Percentage Discount: A percentage discount applied to products that meet the specified condition.
Purchase Shipping Percentage Discount: A percentage discount applied to the shipping cost of the purchase.
2nd Special Discount: A discount applied to a second product purchased.
(Mix and Match) Fixed Group Discount: A fixed discount applied to a group of products when purchased together.
(Mix and Match) Charge Group Amount: A specific amount is charged for a group of products purchased together.

Statistics

This is the quantitative analysis of data associated with promotions and redemptions.

Segment	Description
Total Allocated	This is the total number of promotions or gifts that have been allocated to customers. This includes all gifts that have been distributed, regardless of whether they have been used or not.
Used	It is the number of promotions or gifts that have been redeemed or used by customers. This value indicates how many of the allocated promotions have actually been used.
Active	This is the number of promotions or gifts that are currently available for redemption by customers. These redemptions have not been used and have not expired.
Removed	It is the number of promotions or gifts that have been removed or deactivated, either by the customer or by the system. These are no longer available for redemption.
Expired	It is the number of promotions or gifts that have expired because they were not used within the set validity period. Expired redemptions can no longer be redeemed by customers.
Total Amount	It is the total sum of the monetary value associated with all assigned promotions or gifts, whether used, active, removed, or expired.

Download Actions

These are the options that allow the user to download specific data from the system, facilitating the export and analysis of data related to promotions and redemptions.

Download Redemption Information: This action allows the user to download a detailed report that includes all the information related to the redemptions of promotions or gifts that have been processed. This report can include details such as the customers who have redeemed, the products involved, and the amounts.
Download Active Info: Allows you to download a report containing information on all promotions or gifts that are currently active and available for redemption by customers.
Download Unprocessed Redemption Information: This option downloads a report showing coupon redemptions that, due to their nature and connection to the POS, it is not possible to know exactly how much redemption was applied.
Download Unprocessed Redemption Information for the Month: Similar to the previous one, but focused on the redemptions not processed specifically within the current month. This report is useful for tracking and auditing on a monthly basis.

Report Categories

These are the different types of grouped information that can be generated in the system reports.

Store	Swaps	Swaps (Amount Not Defined)	Amounts
This category includes information segmented by store, which allows you to analyze redemptions and promotions according to the location or branch where they were made.	It includes general information on the swaps processed, such as the number of swaps, products involved, and participating customers.	Reflects redemptions that were made without a specific amount associated or where the value of the redemption can be clearly obtained from the purchase information due to the type of integration with the POS.	This category groups the financial information related to the redemptions, such as the monetary values associated with each redemption and the corresponding total amounts.

General Settings

Refers to the options and settings related to the automatic notifications sent to customers when they receive a gift or promotion.

Title of the Push Notification the Customer Will Receive When Receiving the Gift: This is the header or title that will appear in the push notification that is sent to the customer when a gift is given. This title should be attractive and clear to capture the customer's attention quickly.
Push Notification Message the Customer Will Receive Upon Receiving the Gift: This is the main body or content of the push notification the customer will receive. This message should effectively communicate relevant information about the gift, such as offer details or redemption instructions.
Enable / Disable Push Notifications When Customer Receives This Gift: This option allows the administrator to enable or disable sending push notifications automatically when a customer receives a gift. If enabled, the customer will be notified; if disabled, no notification will be sent.
Enable / Disable Apply All Cases Meeting Conditions: This setting allows you to decide whether all promotions or loyalty cases that meet the defined conditions should be applied simultaneously. If enabled, all promotions that meet the conditions will be applied; if disabled, only the first one that meets the conditions will be applied.
Exclusive Redemption of 100% of the Gift (Applies to Fixed Amount Promotions): This option states that the customer must redeem 100% of the value of the gift or promotion in a single transaction, if the amount that can be applied to the purchase is not the amount configured to apply to the purchase then no discount will be given. An example of this would be; if the coupon is $5, but the purchase amount is $4 in the case it is off the discount to apply to the purchase is $4, if it is on the coupon cannot be applied.
Force Apply Global Discount Even When Products Have POS Discount: This setting allows a global discount to be applied in conjunction with discounts that have already been applied to specific products at the Point of Sale (POS). If enabled, the global discount will be applied in addition to existing discounts; if disabled, only the POS discounts will be applied.