How to Create Punch Cards | Retail Core

From the dashboard of your Retail Core account click on the Promotion tab.

In the sub-menu, click on Punch Template Cards tab.

Click the plus icon at the top right of the screen.

Type a name for this punch card template. For example Mid Week Deal.

Scroll down to Under the Conditional sets tab, click on the plus icon to the right as highlighted in RED on the visual.

Under the Conditional sets tab, select a Union type.

Click on the drop down menu and two options will appear: Individual counters and Common counters.

 

Individual counters: This should only be selected when there is only one set in a punch card deal.

Common counters: When there are different sets that can apply a punch, this requires a common counter.

 

What are these sets?

 

For example, for every purchase of a coffee and croissant the customer receives a punch. If this deal applies to different types of coffees and croissants, they all need to be added as sets in order for the deal to apply.

 

Therefore the recommended option is always Common counters.

The count is the number of purchases the customer needs to make before receiving the benefit from the deal.

Click the plus icon to the right.

Type a name for this set. For example Deal 1

In the conditional sets elements section, click the plus icon

Click on type and choose the best way for you to categorize items. 

Add specific items one by one based on item code or add item categories to include a whole category of items into the deal.

For example, you can choose that a punch is given only with a purchase of a large coffee or a specific coffee, therefor the need to individually add items is essential. But if a punch is given for all coffee purchases no matter the size or type, if you have a category for coffee, add the category to include all items. 

Type Name set name again, for example Deal 1 and set a count for the number of purchases the deal offers.

Click plus Icon as highlighted in RED on the visual.

A new Population basket window will pop up and now to build each of the deal sets.

Select the Hierarchy from the options of where the item is located.

Select the value as highlighted in RED on the visual.

Click the Add button to save your selections.

Repeat the process until all items for each individual deal is showing as highlighted in RED on the visual and the click Confirm to proceed.

Then click the Create button

Click the Create button again to finalize the action.

To add another deal valid for this punch card we repeat the process again, and click plus Icon as highlighted in RED on the visual.

Type a name for this set. For example Deal 2, then click on the create button as highlighted in RED on the visual.

In the conditional sets elements section, click the plus icon.

Type Name set name again, for example Deal 2 and set a count for the number of purchases the deal offers.

Click plus Icon as highlighted in RED on the visual.

Then repeating the process of building the set to be included in the punchcard Set the hierarchy then the value and click add for it to appear in this deal as highlighted in RED on the visual. Then click confirm to save this set.

Then click the Create button

The window will show the new set for the punch card as highlighted in RED on the visual then click Create to finalize the process. Repeat this process for all the sets you want to part of this punch card template.

Once finished with your punch card template sets click the Save Button and your punch card template is ready to create a promotion! Click here to learn How to Create Promotions for Customer Groups