Select Maintenance > Guest Experience > Campaign Rulebook to access this function.

The Campaign Rulebook function is where you define the actual set of conditions under which a guest can earn a reward for a campaign. You also specify the reward the guest receives when they meet the conditions of the campaign. The reward can be in the form of a printed voucher to be redeemed on their next visit to your restaurant, or an immediate reward, such as a free $5.00 gift card with the purchase of $50.00 in gift cards.

Campaign Rulebook quick tips

• Activating a campaign requires using the ‘Activation Schedule’ and ‘Event Schedule’ functions.
• For campaigns where you offer a voucher to drive traffic back into your restaurant, use Print Designer to create the voucher. We recommend you begin creating the voucher by copying the default ‘General Message’ template provided for you, rather than creating a layout from scratch, to save time and to complete the task more quickly. You can then remove elements from, or add elements to, your new layout, and move elements up or down, to change the order in which they appear on the voucher.
• For campaigns where you offer bounce-back rewards, we recommend you create a separate category for each campaign.
• For campaigns in which you offer non-gift card items at no charge, create a zero-priced item in Items Maintenance.

Campaign Rulebook tab

Use the Campaign Rulebook tab to identify a specific campaign to configure. These options govern the number of times a guest qualifies for a campaign, when a condition is met more than once.

Group Bar: Identification

Number — Specifies an identification number for the selected campaign. You can accept the default, system-assigned number, or assign a number that conforms with your corporate standards.

Name — Identifies the selected campaign.

Group Bar: Settings

Apply action repeatedly if condition is met more than once — Allows the guest to receive a reward for each valid occurrence of the campaign conditions on a guest check. For example, in a campaign that stipulates a ‘Free Taco’ voucher prints when a guest orders an entrée and a drink, if a family orders a burrito platter, an enchilada platter, and two drinks, valid conditions exist on the guest check for the guest to receive two ‘Free Taco’ vouchers. Documented Version: v14.1.

Maximum number of times to apply the action — Stipulates the number of times a guest can qualify for a campaign, per guest check. Related Options: You must select ‘Apply action repeatedly if condition is met more than once’ to enable this option. Documented Version: v14.1.

Rules tab

Use the Rules tab to define the criteria under which a guest earns a reward for the selected campaign, and the reward the guest is to receive.

Group Bar: Campaign Rules

Rule — Shows the rule as you define it using the Conditions tab and Actions tab. For example, ‘No condition(s) specified’ and ‘No action(s) specified’ appear in red text until you add a condition or action to the rule. When you add a condition or action, the terms appear in place of the red text. You can add as many conditions or actions as desired.

Rules id="conditions-tab"> Conditions tab

Use the Rules > Conditions tab to define the requirements a guest must meet to earn a reward. Click the Add drop-down arrow under the ‘Conditions’ group bar to select a condition type.

Condition types

Category creates a campaign rule based upon the guest ordering items from one or more selected categories.

Check total creates a campaign rule based upon the guest check total.

Comp creates a campaign rule stipulating that if a comp appears on the guest check, then the survey does not print.

Condition quick tips

• When a guest must meet two or more conditions to qualify for a reward, add each condition separately under the ‘Conditions’ group bar. For example, category is FOOD and check total is $30.00.

• When a guest must meet one or another condition to qualify for a reward, add each condition separately under the ‘Category Condition’ group bar. For example, category is Appetizers or category is Liquor.

Group Bar: Conditions

Condition — Specifies the criteria the guest must meet to qualify for the reward. Add more than one condition, if the guest must meet two or more conditions to qualify for the reward. Related Options: When you define a ‘Category’ condition type, the ‘Category Condition’ group bar appears.

Group Bar: Category Condition

The ‘Category Condition’ group bar only appears when you choose ‘Category’ as the condition type.

Category — Specifies the category from which the guest must make a purchase to qualify for the reward. Add more than one category, if the guest must make a purchase from one or another category to qualify for a reward. Required Options: You must select ‘Category’ as the condition type to enable this option.

Sales Threshold — Specifies the minimum amount a guest must spend, in the selected category, to qualify for the reward. Zero (0.00) is a valid amount. Required Options: You must select ‘Category’ as the condition type to enable this option.

Group Bar: Check total

The ‘Check total Condition’ group bar only appears when you choose ‘Check total’ as the condition type.

Check total &mdash Specifies the check total value from which a guest must reach to qualify for the reward. For example, you can specify a reward if a guest check totals $30.00 or more. Required Options: You must select ‘Check total’ as the condition type to enable this option.

Group Bar: Comp

The ‘Comp’ group bar only appears when you choose ‘Comp’ as the condition type.

Comp — Stipulates that if a comp is present on the guest check, that the survey does not print. Required Options: You must select ‘Comp’ as the condition type to enable this option.

Rules id="actions-tab"> Actions tab

Use the Rules > Actions tab to define the specific reward the guest receives when the conditions on the guest check match the selected campaign conditions. Click the Add drop-down arrow under the ‘Actions’ group bar to select an action type.

Action types

Print general message prints a general message on the guest check when the items on the guest check meet the specified criteria. This is usually in the form of a printed voucher the guest can redeem on a later visit. For example, when a guest purchases an entrée, you can print a voucher offering the guest a free dessert on their next visit, with the provision the guest redeem the voucher within a designated time period.

Add Item adds an immediate bounce-back reward to the guest check when the items on the guest check meet the specified criteria. For example, you can offer a free $5.00 gift card with the purchase of $50.00 in gift cards.

Print Survey prints a survey on the guest check when the items on the guest check meet the conditions set on the Conditions tab.

Action quick tips

• You can print multiple messages on the guest check for meeting selected conditions. For example, select ‘Print general message’ under the ‘Actions’ group bar, then select multiple qualifying messages under the ‘Print general message’ group bar.
• You can add multiple items to offer as rewards for meeting selected conditions. For example, select Add Item under the ‘Actions’ group bar, and then select multiple qualifying items under the ‘Add Item’ group bar.

Group Bar: Actions

Action — Specifies the reward the guest receives when the conditions on the guest check match the selected campaign conditions. Related Options: When you define a ‘Print general message’ action type, the ‘Print general message’ group bar appears. When you define an ‘Add Item’ action type, the ‘Add Item’ group bar appears.

Group Bar: Print general message

The ‘Print general message’ group bar only appears when you choose ‘Print general message’ as the action type.

General message — Allows you to select the specific message to print on the guest check from a list of previously defined messages, such as ‘Bring this receipt for a free appetizer on your next visit.’ Required Options: You must select ‘Print general message’ under the ‘Action’ group bar to enable this option. Related Requirements: You must access Maintenance > Hardware > Print Designer and create general messages and surveys.

Group Bar: Add Item

The ‘Add Item’ group bar only appears when you choose ‘Add Item’ as the action type.

Add Item — Allows you to select the specific item to add to the guest check, such as the bounce-back $5.00 gift card. Required Options: You must select ‘Add Item’ under the ‘Action’ group bar to enable this option.

Print Survey — Allows you to select the specific survey to print on the guest check from a list of previously defined surveys you can fill out to earn a reward. For example, ‘Tell us what you think and earn a free large drink on your next visit.’ Required Options: You must select ‘Print Survey’ under the Action group bar to enable this option.