To set up promotions like buy one get one free (BOGOF) or create promotions for specific items, you should add the products from Serve to Reward. In Reward, you can add individual products from Serve for BOGOF promotions or create a dynamic collection to discount specific categories, sections, or item types.

Table of Contents

• How to add single products to Reward
• How to create static collections
• How to create dynamic collections
  • Value for menu category collection
  • Value for menu section collection
  • Value for POS ID collection
  • How to exclude items on special

How to add single products to Reward

1. Log in to the Manage platform and navigate to your site.
2. Go to Your Menu and select Menu Items.
3. Choose the relevant category and section.
4. Click on the item you want to offer for free.
5. In the URL browser, copy the string of numbers and letters after "item/".
6. Save the item ID in a secure location.
7. Log in to Reward.
8. Go to the Products tab and click the "+" button on the right.
9. In the "Details" section, enter the item's name and paste the item ID you obtained in step 5 into the "Source ID" field. Leave the "Price (AUD)" field blank.
10. Click on Next Step 3 times and click on Save

How to add multiple products to Reward with collections

To add multiple products to Reward, you can create a static collection or a dynamic collection. Static collections are ideal for adding specific products as promotional items. Dynamic collections are better suited for adding promotional items based on categories, sections, or item types, where the products within the group can change dynamically.

How to create static collections

1. Follow How to add single products to Reward and add all the products you'd like to add into your collection
2. Return to the Products page and select all the products you'd like to add into your collection
3. Click on Create static collection

How to create dynamic collections

1. Login to Rewards and go to the Products page and click on Find and apply filters
2. Click on Custom attributes (metadata)
3. Click on Filter by New metadata attribute
   
   
4. Under property, you can add any of the following:
   • menuCategorySlug if you'd like to add products from a specific menu category
   • section if you'd like to add products from a specific menu section
   • pos_id if you'd like to add products with a specific POS ID / POS Product Code / PLU
   • hasPriceOverride if you'd like to exclude items on special
   • itemType if you like the selection to certain menu items, modifiers or upsells
5. Under condition, select is to add one value or in to add multiple values
6. Under value, add the corresponding value based on the property you've chosen.
   • For menuCategorySlug, see Value for menu category collection
   • For section, see Value for menu section collection
   • For pos_id, see Value for POS ID collection
   • For hasPriceOverride, see How to exclude items on special
   • For itemType, see How to discount for certain item types
7. If you'd like to add more parameters, click on Add next condition and repeat steps 4 - 6. Otherwise, click on Apply
8. Click on Apply once again
9. Click on Create dynamic collection
10. Under Collection name, add a descriptive name and then click on Save

Value for menu category collection

1. Login to Manage
2. Go to Your Menu > Menu Items
3. Click on Edit to the right of your chosen category
4. Copy the URL slug and store it someplace safe
5. Follow How to create dynamic collections and add menuCategorySlug as the property
6. Under condition, select is to add one value or in to add multiple values
7. Add the URL slug as your value

Value for menu section collection

1. Login to Manage
2. Go to Your Menu > Menu Items
3. Navigate to your chosen section and click on Edit section
4. Copy the Name and store it someplace safe
5. Follow How to create dynamic collections and add section as the property
6. Under condition, select is to add one value or in to add multiple values
7. Add the Name as your value

Value for POS ID collection

1. Login to Manage
2. Go to Your Menu > Menu Items
3. Navigate to your item and click on the Item
4. Copy the POS ID and store it someplace safe
5. Follow How to create dynamic collections and add pos_id as the property
6. Under condition, select is to add one value or in to add multiple values
7. Add the POS ID as your value

How to exclude items on special

If you use Serve's Price Override feature, you might encounter situations where you want to create promotions for items, except when they are on special or already discounted. To achieve this, you can establish an additional filter metadata attribute to exclude items on special from receiving discounts.

1. Follow How to create dynamic collections and add hasPriceOverride as the property
2. Under condition, select is 
3. Add false as your value

How to discount for certain item types

1. Follow How to create dynamic collections and add itemType as the property
2. Under condition, select in 
3. Add the following as your value:
   • menu_item if you want the discount to apply to the menu item without modifiers
   • upsell_item if you apply to upsell items
   • modifier if you want to apply to modifiers of an item

Next steps

Once you have added your product or collection, you can use them to create a buy one get one free discount (see Unit type discounts) or limit your discount to apply on specific categories, sections, or items (see Validation rules).