Setting up Poster and launching the system

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• How to accept payment with bonuses? - Poster

  To accept payment with bonuses: In the open receipt on your POS go to the Customer tab in the top left corner. Start entering a name, phone number or loyalty card number, choose a customer from the list and tap Apply. Go back the Receipt tab and tap Pay. In payment window choose Use bonuses. Tap Pay. (https://storage.crisp.chat/users/helpdesk/website/-/f/b/2/7/fb27f05cc0cc1800/8c100656Some readers

• How to set up a bonus loyalty system - Poster

  You need to log in to your Poster account. If you have a Connect account, you need to log in to that! Set up a bonus loyalty system so that customers can accumulate bonuses and use them to pay the bill or part of it. To do this, create customer groups and set up the rules for transitioning between bonus groups. Creating customer groups Create customer groups to set up bonus accrual. Add customer groups to set up bonus collecting. To do this: Go to Marketing → Customer groups in thSome readers

• Promotion "Sixth Coffee Free" - (Elite)

  How to create the "Sixth Coffee Free" promotion: Open the Marketing → Promotions tab in the admin panel. Click the Add button. Set the name and duration of the promotion. Specify the establishments where the promotion will apply: either across the entire network of establishments or only in selected ones. In the Promotion Conditions block, choose the categories or items the promotion will cover. Set the order condition to Exactly and enter "5" in the field for the required nFew readers

• Automation settings for conversion improvement

  We recommend setting up the following automations, as they demonstrate high conversion rates and help improve customer engagement: ​ 1. Bonus Reminder – notifying customers about their available bonuses to encourage them to make a purchase. Setting Up the “Bonus Reminder” Automation: Go to Marketing → Automations and click Create. Enter the name: “Bonus Reminder”. Select the trigger: “Last Visit” and set the number of days since the customer laFew readers

• How to add a place and set up Geo-push? - (Pro)

  You need to follow this link: Create Places or go to the "Settings" - "Places" section. On this page, you need to click the "Create" button. Click to activate. Add an image (Size up to 1MB). If you have a large photo, you can compress it using this service. Click here Add the name of your Place. Phone number. Provide the address. Latitude and Longitude. You can find this infFew readers

• How to create push notifications?

  Personalized Push Notifications: Individual messages for each customer or a selected group. Go to the "Customers" section. Use the filter or manually select customers. Then click the "PUSH notification" button. (https://downloads.intercomcdn.com/i/o/1064056734/e09bf63419fc7cd3db71786f/%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA%D1%8D%D0%BA%D1%80%D0%B0%D0%BFew readers

• Referral program (Elite)

  How to set up a referral program Go to the Settings - Loyalty menu. Specify the bonus amount and click Save. (https://downloads.intercomcdn.com/i/o/1114489412/140f97d151ea6aeb32afdfd4/image.png?expires=1750109400&signature=b355adf6794c08a9d716cfab2943db615376727142b99de439c0aa3861b32870&req=dSEmEs12lIVeW%2FMW1HO4zW0PPxMrs5Uc7KR0IXjBwnc6a7Ys9zpMiY0I9ngv%0AU6NmVnIFew readers

• How to create a UTM tag? - (Pro)

  What are UTM tags? UTM tags are special URLs used to track the effectiveness of marketing campaigns. They help analysts understand where traffic is coming from and which sources bring the most benefit. How to create a UTM link? Go to the Settings - UTM tags menu. Click the Create button. Specify the name of the traffic source, then click Save. In the Actions column, you can copy the lFew readers

• How to set up an automatic birthday greeting? - (Elite)

  You need to go to the “Marketing” - “Automation” section. On this page, you need to: Click the "Create" button Enter the name of the Automation (e.g., Birthday) Click the "Create" button (https://downloads.intercomcdn.com/i/o/1065271441/85e83e4bab12370a448ecd13/image.png?expires=1750109400&signature=f53c0b4d764f22ad1f7430c1864c47cb293792d2855eFew readers

• Automation — “Bonus Expiration”

  In your admin panel, go to the “Automations” tab (under the “Marketing” section) and click “Create”. Enter the name of the automation — “Bonus Expiration”, then click “Create”. (https://downloads.intercomcdn.com/i/o/gcmiatue/1262276385/f28e83f13e7752ec814bb1873e7e/%D0%A1%D0%BD%D0%B8%D0%BC%D0%BE%D0%BA+%D1%8D%D0%BA%D1%80%D0%B0%D0%BD%D0%B0+2024-11-Few readers