How to Create and Sell a Spend & Get Promotion

A Spend & Get Promotion is when a customer spends over a certain amount (e.g. $30) across either all products or certain products and then receives a discount on another product.

There are two types of Spend & Get Promotions in Shopfront, either with manual activation or automatic activation. In most instances, we would recommend using automatic activation unless there is a specific reason not to.

{note}Certain banner groups require Spend & Get Promotions to be set up using manual activation so they can track the activations for scan data.{/note}

Automatic Activation

Automatic activation will (as the name suggests) automatically activate the discount when the amount being spent is at least equal to the value specified.

Create the Automatic Activation Promotion

1. Go to the promotion index page via Menu > Marketing > Promotions
2. Press Add Promotion
3. Skip the wizard and select Advanced
4. Fill in the promotion details at the top of the page
5. Add a criteria line
   • This will be the line that controls which items need to be purchased to receive the discount
   • Add the items in the appropriate section
   • Set the criteria to Spend $x or more (amount only)
     • Replace $x with the value the customer has to spend
6. Add a criteria line
   • This will be the line that controls which items receive the discount
   • Add the items in the appropriate section
   • Set the criteria to whatever discount you wish to apply
7. Press save

For example, you may set up a promotion similar to this:

Using the Automatic Spend & Get Promotion on the Sell Screen

After your promotion has been created, you’re ready to use it on the sell screen (presuming the date is within the promotion range).

Add the customer’s products to the screen and if they’re purchasing a valid combination the discount will be applied:

Once added, you can then continue to process the sale as you normally would.

Manual Activation

Unlike automatic activation, manual activation requires adding an additional product onto the sell screen whenever you want the promotion to activate.

{note}
Shopfront creates Spend & Get Promotions for the following banner groups when they’re needed by your banner group and you’re using the banner group add-on:
- Cellarbrations ACT
- Cellarbrations NSW
- Cellarbrations VIC
- Cellarbrations WA (Zone 1 & 2 only)
- The Bottle-O ACT
- The Bottle-O NSW
- The Bottle-O VIC
- The Bottle-O WA (Zone 1 & 2 only)
{/note}

Create the Manual Activation Product

If you haven’t already created the manual activation product, you can do so using the following steps:

{note}The activation product can be called whatever you’d like and have whatever setup you want, but if you’re in a banner group you may be required to specify a specific barcode to receive scan rebates.{/note}

1. Go to the product index page via Menu > Stock Management > Products
2. Press Add Product
3. If using the wizard, type either SG1, SG2 or SG3 for the barcode and then select the matching product, otherwise create the product how you would like
4. Set the cost to $0
5. Disable tracking of inventory
6. Save the product

{note}Some stores like to add the Spend & Get manual activation items as sale keys{/note}

Create the Manual Activation Promotion

Once you’ve got your manual activation products sorted, you’ll now want to create the promotion using the following steps:

{note}These steps presume you’re using the default promotion creation wizard.{/note}

1. Go to the promotion index page via Menu > Marketing > Promotions
2. Press Add Promotion
3. Follow the wizard until the page What type of promotion do you wish to run?
4. Select Spend $X get ‘Y’
5. Add the amount of money that has to be spent in your store to activate the promotion
6. Add the Spend & Get manual activation product
7. Continue following the wizard’s prompts
8. Once complete, the full edit page will be visible, double-check the information to ensure it works as you expect
9. Press the Save button

Your promotion is now ready to go!

Using the Manual Spend & Get Promotion on the Sell Screen

After your activation product and promotion have been created, you’re ready to use them on the sell screen (presuming the date is within the promotion range).

Add the customer’s products to the screen, if they’ve got a discounted product on the Spend & Get promotion, you’ll then need to add the manual activation product to receive the discount:

Once added, you can then continue to process the sale as you normally would.