Use case 1: Buy 2 Get 1 Free

Requirement: Automatically discount 1 item when a customer adds 3 qualifying items to their cart.

Promotion Type: POS Cart Promotion, which automatically apply discount if the criteria are fulfilled. (no coupon code required).

Step 1: Basic setup

1. Navigate: Go to Engage+ > Campaigns > Select your active campaign.
2. Create: Go to the Promotions tab and click New cart promotion.
3. Define Basic Details:
   • Name: Enter a clear system name (for example, PROMO_B2G1_Coffee_Jan25).
   • Description: "Buy any 2 Coffees, Get the 3rd Free. Applied to the lowest price item."
   • Timezone: Specifies the timezone where the promotion was created
   • Duration: Set the Start Date and End Date.
   • Promotion Type: Select POS Cart Promotion. This type ensures that the POS automatically triggers the discount when the cart rules are met.

Step 2: Configuration

Scroll to the section Availing conditions and benefits.

Step 2.2: Set the trigger (condition)

You need to tell the system to count specific items.

1. Click Add conditions/benefits.

2. In the Conditions column, configure the following:

Step 2.3: Set the reward benefits

You need to tell the system which item gets the discount.

1. In the Benefits column, configure the following:

Step 3: Restrictions and limits

Prevent revenue loss and system abuse.

3.1. Repeat behavior (cart limits)

Scroll to Define scope and restrictions on availing promotions Click on continue towards Restriction tab

• Field: Number of times promotion can be redeemed in a single cart

  • Option A: Add value as 1 for Single Use.

    • Behavior: Customer buys 6 coffees -> Gets 1 free.
    • Use Case: Limited-time offers.
    
    • Option B: You can leave the value empty if you require no limit.
      • Behavior: Customer buys 6 coffees -> Gets 2 free.
      • Use Case: Standard "Happy Hour" behavior.

4.2. Stacking and exclusivity

Navigate to Compatibility settings (bottom of page).

• Setting: Mark this promotion as exclusive at the cart level.
• Action: Turn the toggle ON.
• Why: This prevents "Double Dipping." If a customer has a "10% Off Entire Bill" coupon, enabling exclusivity ensures they cannot use it on top of getting a free coffee. The system will calculate which offer gives the customer the best deal and apply only that one.

Use case 2: Configuring combo product promotion (Coffee + Sandwich)

Requirement: Increase average transaction value by offering a 10% discount on both items when a customer purchases at least one Coffee and one Sandwich together.

Promotion Type: POS Cart Promotion, which automatically applies the discount if the criteria are fulfilled (no coupon code required).

Step 1: Basic setup

• Navigate: Go to Engage+ > Campaigns > Select your active campaign.
• Create: Go to the Promotions tab and click New cart promotion.
• Define Basic Details:
  • Name: PROMO_BUNDLE_COFFEE_SANDWICH_2026.
  • Description: "Purchase any Coffee and any Sandwich together to receive 10% off both items."
  • Timezone: Set to the local timezone of the store.
  • Duration: Set the Start Date and End Date.
  • Promotion Type: Select POS Cart Promotion.

Step 2: Configuration

Scroll to the section Availing conditions and benefits.

Step 2.2: Set the Trigger (Condition)

You need to tell the system to look for a specific mix of different categories.

Step 2.3: Set the Reward Benefits

You need to tell the system which items in the bundle get the discount.

• Why: This prevents "Double Dipping." If the Coffee is already discounted via another item-level offer, this prevents the bundle discount from stacking on that same unit.

Use case 3: Configuring tiered milestone rewards

Requirement: Reward repeat customers by offering a 25% discount on their 3rd purchase of high-value lubricants after completing two prior qualifying transactions.

Promotion Type: Loyalty Earning Promotion, which requires customer identification at the POS to track historical behavior.

Step 1: Basic setup

• Navigate: Go to Engage+ > Campaigns > Select your active campaign.
• Create: Go to the Promotions tab and click New cart promotion.
• Define Basic Details:
  • Name: PROMO_LUBE_LOYALTY_25OFF_2026.
  • Description: "25% off your 3rd Oil Change after 2 prior qualifying purchases."
  • Promotion Type: Select Loyalty Earning Promotion.

Step 2: Configuration

Scroll to the Promotion Earning section.

Step 2.2: Set the Milestone Trigger

You need to target a specific milestone goal that the audience group must achieve.

Step 2.3: Set the Reward Benefits

You need to define the discount available once the milestone is met.

Set the specific conditions that trigger the earning process for each transaction.

Step 2.3: Set the reward benefits

Define the discount available once the milestone is met.

Step 3: Restrictions and limits

3.1. Set redemption limits and expiry

Scroll to Define scope and restrictions on availing promotions and click Modify >. Within the configuration wizard, click Continue to navigate to the Add restrictions tab.

1. Go to Tab 2: Add restrictions

   • Click the Issual restrictions section at the top of the page.
   • Select the button for Individual promotion issue limit and add value "1".
   

   This restricts the customer to receiving this specific reward only once during the campaign period.

2. Go to Tab 3: Promotion Expiry

   • Select the button for From the date of earning.
   • Enter "30" in the Days value field.
   • Click Done.
   

   Once the customer completes the milestone, they must use the discount within 30 days before it expires.

3.2. Stacking and exclusivity

Navigate to Compatibility settings at the bottom of the page.

• Setting: Mark this promotion as exclusive at the cart level.
• Action: Turn the toggle ON.
• Why: This protects high-margin lubricants by ensuring the 25% discount is a standalone offer that cannot be combined with general "Total Bill" discounts or other store-wide coupons.

Use case 3: Configuring weekend clearance (POS promotion)

Requirement: Automatically discount all items in a specific category (for example, Wafers) to a fixed price during designated weekend hours.

Promotion Type: POS Cart Promotion (No coupon code required).

Step 1: Basic setup

1. Navigate: Go to Engage+ > Campaigns > Select your active campaign.
2. Create: Go to the Promotions tab and click New cart promotion.
3. Define Basic Details:
   • Name: PROMO_WEEKEND_WAFER_CLEARANCE
   • Description: "Clearance sale: All Wafers at $2.90. Available Saturday and Sunday between 10 AM - 6 PM."
   • Promotion Type: Select POS Cart Promotion.

Step 2: Configuration

Step 2.1: Set the trigger (condition)

1. Click Add conditions/benefits.
2. In the Conditions column, configure the following:

Step 2.2: Set the reward benefits

1. In the Benefits column, configure the following:

Step 3: Restrictions and scoping

3.1. Time-based activation

Scroll to Define scope and restrictions on availing promotions and navigate to Scoping.

• Days of Week: Check Saturday and Sunday.
• Start Time: Set to 10:00 AM.
• Duration in Hours: Set to 8 hours (Automatically sets end time to 6 PM).

3.2. Stacking and exclusivity

Navigate to Compatibility settings (bottom of page).

• Setting: Mark this promotion as Exclusive at quantity level.
• Action: Toggle ON.

Use case 4: Configuring digital greetings (profile update)

Requirement: Create a one-time 15% discount issued when a member completes their profile or updates their email.

Promotion Type: Loyalty Earning Promotion (Issued upon a non-purchase activity).

Step 1: Basic setup

1. Navigate: Go to Engage+ > Campaigns > Select your active loyalty campaign.
2. Create: Click New cart promotion.
3. Define Basic Details:
   • Name: PROMO_PROFILE_UPDATE_INCENTIVE
   • Description: "Complete your profile to receive 15% off your next purchase."
   • Promotion Type: Select Loyalty earning promotion.

Step 2: Configuration

Step 2.1: Set the earning trigger

1. In the Promotion Earning section, configure the following:

Step 2.2: Set the reward benefits

1. In the Benefits column, configure the following:

Step 3: Restrictions and communication

3.1. Usage limits

Scroll to Restriction tab.

• Field: Enable limit on the number of times a customer could avail the promotion
  • Action: Toggle ON.
  • Maximum times: Set to 1.
• Field: Expiry of Earned Promotion
  • Value: 30 days.

Use case 5: Configuring Gold Member VIP

Requirement: Offer an exclusive "Gold-Tier Only" 20% discount on total bills over $100.

Promotion Type: Loyalty Promotion.

Step 1: Basic setup

1. Navigate: Go to Engage+ > Campaigns.
2. Create: Click New cart promotion.
3. Define Metadata:
   • Name: PROMO_GOLD_EXCLUSIVE_20OFF_2026
   • Description: "Exclusive Gold Member Benefit: 20% off your entire purchase over $100. Standalone offer."
   • Promotion Type: Select Loyalty promotion.

Step 2: Configuration

Step 2.1: Set the trigger

1. Click Add conditions/benefits.
2. In the Conditions column, configure the following:

Step 2.2: Set the reward benefits

1. In the Benefits column, configure the following:

Step 3: Restrictions and exclusivity

3.1. Stacking strategy

Navigate to Compatibility settings at the bottom of the page.

• Setting: Mark this promotion as Exclusive at cart level.
• Action: Toggle ON.
• Why: Ensures the 20% VIP discount is the only offer applied.

Use case 6: Configuring the agnostic stacker

Requirement: Allow multiple fuel-specific discounts to apply to the same liter of fuel simultaneously.

Promotion Type: POS Cart Promotion (Automatic application).

Step 1: Global settings

1. In Cart Promotion Settings, ensure Apply multiple promotions on a single line item is toggled ON.
2. Strategy: Ensure Category Overrides are enabled for the target category (for example, Fuel) to "Allow multiple promotions on same quantity."

Step 2: Configuration

Step 2.1: Set the trigger

1. In the Conditions column, configure the following:

Step 2.2: Set the reward benefits

1. In the Benefits column, configure the following:

Step 3: Restrictions and non-exclusivity

3.1. Stacking settings

Navigate to Compatibility settings.

• Setting: Mark this promotion as Exclusive at quantity level.
• Action: Toggle OFF.
• Why: Exclusivity must be disabled to allow multiple promotions to compound.

Use case 7: Configuring points visibility

Requirement: Display a point-earning opportunity in the mobile app (for example, "Earn 50 pts") without issuing a real reward.

Promotion Type: Loyalty Earning Promotion.

Step 1: Basic setup

1. Name: DUMMY_MARKETING_POINTS_VISIBILITY_2026.
2. Description: "Internal promo used to provide Points Eligibility metadata to the Mobile App."
3. Promotion Type: Select Loyalty earning promotion.

Step 2: Configuration

Step 2.1: Set the trigger

1. In the Conditions column, configure:

Step 2.2: Set the reward benefits

1. In the Benefits column, configure:

Step 3: App UI Customization

3.1. Custom fields

Navigate to the Additional Information tab.

• applicable_screen: Product_Details
• standard_image: Points_Bonus_Icon.png
• marketing_text: "Earn 50 Points today!"

3.2. Scoping

• Display in App/Web: Toggle ON.

Use case 8: Configuring progressive slab logic

Requirement: Drive higher Average Transaction Value by offering increasing discounts based on spend tiers (for example, 10 off 100 OR 25 off 200).

Promotion Type: POS Cart Promotion (Requires two separate promotions).

Step 1: Basic setup

1. In Cart Promotion Settings, ensure Promotion Ranking Order is set to Maximum Discount.
2. Create Slab A (10 off 100) and Slab B (25 off 200).

Step 2: Configuration

Step 2.1: Set the trigger

Step 2.2: Set the reward benefits

Step 3: Restrictions and exclusivity

3.1. Stacking Control

Navigate to Compatibility settings for both.

• Setting: Mark as Exclusive at cart level.
• Action: Toggle ON.
• Behavior: When spending 250, only the 25 discount applies.

Use case 9: Configuring "fixed discount for every spend"

Requirement: Reward bulk buying by providing a fixed discount for every specific amount spent (e.g., ₹50 off for every ₹500).

Promotion Type: POS Cart Promotion.

Step 1: Basic setup

1. Name: PROMO_WHOLESALE_EVERY_500.
2. Promotion Type: Select POS Cart Promotion.

Step 2: Configuration

Step 2.1: Set the trigger

Step 2.2: Set the reward benefits

Step 3: Restrictions and exclusivity

3.1. Usage limits

• Individual Cart Limit: Leave empty to allow the recurring logic to trigger.

Use case 10: Configuring gift voucher benefits

Requirement: Automatically apply a 50% discount only when a specific internal employee gift voucher is scanned.

Promotion Type: POS Cart Promotion.

Step 1: Basic setup

1. Name: PROMO_EMPLOYEE_HIDDEN_50OFF.
2. Promotion Type: Select POS Cart Promotion.

Step 2: Configuration

Step 2.1: Set the condition (gift voucher)

Step 2.2: Set the reward benefits

Step 3: Restrictions and limits

3.1. Stacking and exclusivity

Navigate to Compatibility settings.

• Setting: Mark as Exclusive at cart level.
• Action: Toggle ON.
• Why: Ensures employee discount does not stack with public sales.