Create Swag Item

Overview

Loyal-n-Save offers retailers two types of Swag items that customers can exchange for their hard-earned tokens:

Merchandise (Physical Product)
Coupon (Digital Coupon)

This article provides a detailed explanation of each Swag item type and outlines the steps to create them in Control Center.

Swag Item Types

Merchandise (Physical Product)

Retailers can offer exclusive merchandise as a reward for customer loyalty. This allows customers to redeem their tokens for physical products.

Key Features:

Upload merchandise images using drag-and-drop tools.
Set the token value required for redemption.
Customize product details visible to customers.
Choose whether the product can be shipped or is only available for in-store pickup.

Merchandise items created in Control Center are accessible on both the Loyal-n-Save web portal and mobile app.

Digital Coupon

Retailers can create digital coupons, allowing customers to redeem tokens for discounts or free items on future purchases.

Key Features:

Create digital coupons for in-store or online use.
Customers can redeem tokens for valuable discounts or free items.

Digital coupons created in Control Center are available on the Loyal-n-Save web portal and mobile app.

How to Create Swag Items (Merchandise)

Creating a Merchandise Item

To create a merchandise item in Control Center, perform the following:

Step 1: Log into Control Center
Step 2: Choose Loyalty
Step 3: Choose Swag Shop
Step 4: Choose Items

Figure 1.0

In the Swag Item window, click on the "Add New" button.

This is where you can create the merchandise item that you want your customers to redeem or gift with the available tokens they have in their account.

Swag Item Type: Select "Merchandise" from the Swag Item Type drop-down menu.

Figure 1.1

Details Tab

Figure 1.2

Name: Enter the name of the merchandise item for internal identification and tracking.
Category: Select the name of the category (child). The child category is a more specific sub-category under the parent category.
Tags: Tags in a Swag Shop are essentially labels or keywords assigned to products to help organize and categorize them. They make it easier for customers to find specific items by grouping similar products together.
Token Value: Set the amount of tokens the customer will require to redeem the merchandise.
Age Restricted Topics: Select or add age-restricted products if the campaign alerts will only be going to age-verified customers. This option is used to ensure that certain campaigns are only accessible to customers who have been age verified. This is particularly important for products or promotions that are legally restricted to certain age groups, such as alcohol, tobacco, or adult content. By using the Age Restricted Topics feature, you can confidently promote age-sensitive products while adhering to legal requirements and maintaining responsible marketing practices.
Short Description: The short description is for internal use only and does not appear on the app or website.
Product Description: Description of the product that you are offering. This description is visible to customers.

Attributes Tab

If one product comes in multiple colors/flavors/sizes, you do not have to enter them individually; you can add them all under one product name by switching to the "Attributes" tab.

Figure 1.3

Use Attributes: Refer to the On/Off toggle switch. When this attribute is turned Off, only the UPC and quantity are required. If it's turned On, additional attributes are displayed.

Figure 1.4

Figure 1.5

Click on the "Add Attribute" button. The "Choose Attribute" pop-up window will be displayed.
Click on the drop-down menu; the options to select or add a new attribute will be displayed.

Figure 1.6

To add a new attribute, click on "Add New Attribute."

Figure 1.7

Enter the name of the attribute you would like to add as a custom attribute.
Select the Attribute Type from the drop-down menu:

Dropdown
Radio Buttons
Swatches

Click on "Apply."
Click on the "Add Value" button and enter the value name in the Contents textbox.

Figure 1.8

If you have selected "Swatches" as an attribute, you will have options to add colors.

To add more values, click on "Add Value" again.

Figure 1.9

Inventory/Options – Attribute Values

Figure 1.10

UPC / PLU: Enter the UPC code for the item.
Quantity: Enter the number of quantities you have in stock.
Override Type: (Optional) You can either increase tokens, decrease tokens, or replace tokens.
Token Override: Enter the token value you want to override.

Options Tab

Figure 2.0

Max Redemptions Allowed Per Day: This setting controls the limit on how many times a customer can redeem tokens within a single day. You can customize this limit for individual items if you need to override the Global settings.
Max Allowed Per Purchase: This setting defines the maximum quantity of an item that a customer can purchase and redeem in a single transaction. If needed, you can apply custom settings for specific items to override the Global limits.
Has Age Limit: Refer to the Yes/No toggle switch. When this setting is set to Yes, the option to specify the age limit will be displayed.

Age Limit: Enter the age limit. By default, the age limit is set to 18.

Expiration: Refer to the Yes/No toggle switch. Toggling yes will allow you to specify the time.

Expiration Time: If enabled, a small banner will appear on the product, indicating the time remaining until it expires (e.g., in hours, days, weeks, or months). This banner is visible on both the website and app.

Shipping Type: There are 4 options to select from; whichever option the user selects here will be visible to the customer to select from on the website and application.

Use category settings
Allow standard shipping and in-store pickup
Force in-store pickup only
Force standard shipping

Manage Balance Types

The balance type is a separation of the token bucket in which the tokens will be placed upon earning from the campaign.

Figure 2.1

Click on "Manage" to view the list of balance types.

Figure 2.2

Select store(s) from the Results list.
Click on the Right Arrow button.
Click on "Apply."

Images

Figure 2.3

To add an image to the item, click on the "Choose Files" button.
Browse to select an image.

Note: Only .jpg, .jpeg, and PNG files are allowed to be uploaded.

Once the merchandise item is configured, the same item will be displayed in the Loyal-n-Save front-end portal, under the Merchandise section as shown below:

Figure 2.4

Once the merchandise item is created in Control Center, the next step is for customers to redeem or gift this item through the mobile app or the program’s website.

Redeem & Gift Merchandise Item Using the Web Portal

In a Swag Shop, redeeming a merchandise item or sending it as a gift generally follows a straightforward process, like other online or physical retail experiences.

Here’s a step-by-step guide to help you redeem a merchandise item or send it as a gift through website:

Redeeming Merchandise Item

On the Loyal-n-Save portal, click on the "Swag Shop" option from the left navigation.

Figure 2.5

Refer to the "Stores" tab and click on "Merchandise." The list of available merchandise items from all the stores will be displayed.

Figure 2.6

The details available on the merchandise item are as follows:

Number of reviews posted for that merchandise item.
Amount of tokens required to redeem that item.
Option to redeem merchandise item.
Option to gift merchandise item.
Option to add that merchandise item to the Wishlist.

If you are aware of any available item, you can search it by entering the item name in the Search By Keyword field.
You can sort the items by the following methods:

Popular
Tokens: Low to High
Tokens: High to Low
Date: Newest First
Date: Oldest First

You can sort the merchandise items by Stores. Once you select any store from the drop-down, an option to select the Category will be displayed.
Also, you can filter the merchandise items by reward tokens.
Click on one of the merchandise items displayed.
Enter the number of items you want to redeem.

Figure 2.7

To redeem the item, click on the "Redeem" button.

Figure 2.8

The option to pick the balance amount will be displayed. Enter the needed balance amount and click on "Next."
After clicking on "Next," you'll be directed to the page where you can choose your shipping method.
You can choose between two shipping options: Standard Shipping or In-Store Pickup.
If you select "Standard Shipping," you'll need to choose from the available addresses for delivery.
If the address you wish to deliver is not listed in the available addresses, you can add a new address by clicking on the "Add New Address" button.

Once you click on the "Add New Address" button, a pop-up window will be displayed to enter the address details.
Enter the address details and click on "Save."

If you select "In-Store Pickup," you'll need to choose a store location where you can pick up the item yourself.
Once you select the address, click on "Next."
Verify the address details and product details.
Optionally, you can enter the note and click on "Redeem Now."

Sending a Merchandise Item as a Gift

To send an item as a gift, click on any item that you want to send as a gift.
Enter the number of items you want to send.
Once you enter the number of items, click on "Send Gift."
Enter the needed Balance Amount and click on "Next."
Select any of your friends to receive the gift.
Pick a delivery date to send that item as a gift.
Optionally, enter a message to the friend.

Figure 2.9

Click on "Next."
Verify the item details and click on "Gift Now."
The list of items that have been sent to others as a gift will be displayed in Swag Shop > Gifts > Sent.
Also, once the item has been sent as a gift, you will receive an email with the item details and option to view gift history.
Click on "View Gift History." You will be redirected to Swag Shop > Stores > History page. Here, the items you have redeemed and the gifts you've sent will be listed.
Similarly, if you receive a gift from another user, you will receive an email with the item details and the option to view gifts. Refer to the sample email shown below:
The item(s) that you have received as a gift will be displayed in the Swag Shop > Gifts > Received.
You can either accept or reject the gift using the Yes, Accept or No, Thank You options.
Once you click on "Yes, Accept," an option to choose a shipping address will be displayed.
Optionally, you can add a new address by clicking on the "Add New Address" button.
Enter the address details and click on "Save."
Select the address and click on "Save." The gift will be successfully accepted.
To reject the gift, click on "No, Thank you."
A confirmation pop-up will be displayed. Click on "Yes."
The gift will be successfully declined.

Redeem & Gift Merchandise Item Using the Mobile App

In a Swag Shop, redeeming a merchandise item or sending it as a gift generally follows a straightforward process, like other online or physical retail experiences.

Here’s a step-by-step guide to help you redeem a merchandise item or send it as a gift through mobile application:

Redeeming Merchandise Item

On the Loyal-n-Save application, click on the "Swag Shop" option available on the home screen.
Refer to the "Stores" tab and click on "Merchandise."
The list of available merchandise items will be displayed from all the stores.
The details available on the merchandise item are as follows:

Number of reviews posted for that item.
Number of tokens required to redeem that item.
Option to redeem merchandise item.
Option to gift merchandise item.
Option to add that item to the Wishlist.

To filter the merchandise item by using the filter option, click on the Filter icon.
To sort the merchandise items by the following options, click on "Sort."
Low to High
High to Low
Popularity
Newest First
Oldest First
You can sort the merchandise items by Stores. Once you click on Stores and select any store, the option to select the Categories & Tags will be enabled.
Select the Categories and Tags.
Toggle ON the Wishlist if you want to view only the items that have been moved to the Wishlist.
Toggle ON the Filter by Reward Tokens to set the range of tokens required to redeem the merchandise item.
Once you filter the items, click on the Checkmark as shown in the image below:

Figure 2.10

The list of merchandise items will be displayed according to the filters set.

Figure 3.0

Click on the "Redeem" button.

Figure 3.1

The option to select merchandise item number will be displayed.
If you scroll down, you will have an option to select a review rating and leave a note.

Figure 3.2

Select the rating, enter the review note, and click on "Submit Review."

Figure 3.3

Once you submit the review, click on "Redeem Now."

Figure 3.4

The option to pick the balance amount will be displayed. Enter the needed balance amount and click on "Next."
Once you click on "Next," you'll be moved to the confirmation screen where you need to select the shipping method.

Figure 3.5

You can choose between two shipping options: Standard Shipping or In-Store Pickup.
If you select "Standard Shipping," you'll need to choose from the available addresses for delivery.
Click on "Next."
If the address you wish to deliver is not listed in the available addresses, you can add a new address by clicking on the "Add New Address" button.

Figure 3.6

Once you click on the "Add New Address" button, a pop-up window will be displayed to enter the address details.
Enter the address details and click on "Save."

Figure 3.7

If you select "In-Store Pickup," you'll need to choose a store location where you can pick up the item yourself.
Once you select the address, click on "Next."

Figure 3.8

Optionally, you can enter a note before redeeming the merchandise item.
Once you verify the item and token details, click on "Redeem Now." An email will be sent to the registered address with an option to view the order details.

Figure 3.9

Click on the "View Order" button. You'll be redirected to the Loyal-n-Save application, and the actual item will be displayed.
To view the redeemed items, scroll down the page to the My Coupons section as shown in the image above:
Click on the Right Arrow on the My Coupons page.

NOTE: The merchandise items will not have a label called Digital.

Sending Merchandise Item as Gift

To send a merchandise item as a gift, click on "Gift."

Figure 4.0

Once you click on "Gift," you will have the option to select the number of items you want to send as gift.

Figure 4.1

If you scroll down the page, you will have the option to select a review rating and leave a review note.

Figure 4.2

Select the rating, enter the review note and click on "Submit Review."

Figure 4.3

Once you provide a rating and review note, click on "Gift a Friend."

Figure 4.4

Enter the needed balance amount and click on "Next."

Figure 4.5

Select any of your friends to receive the gift.
Pick a date to send the gift.
Optionally, enter a message to the friend.
Click on "Next."

Figure 4.6

Verify the item details and click on "Gift Now."

Figure 4.7

To view the list of items that have been sent to others as a gift, select Swag Shop > Gifts > Sent tab.

Also, once the merchandise item has been sent as a gift, you will receive an email with the item details and the option to view gift history. Refer to the sample email shown below:

Figure 4.8

Similarly, if you receive a merchandise item as a gift from another user, you will receive an email with the item details and the option to view gifts. Refer to the sample email shown below:

Figure 4.9

The items that you have received as a gift will be displayed in the Swag Shop > Gifts > Received.
To view the item details, click on "VIEW GIFT."
You can either accept or reject the gift using the ACCEPT THIS GIFT or REJECT THIS GIFT options.

How to Create a Digital Coupon

To create a coupon in Control Center, perform the following:

Step 1: Log into Control Center
Step 2: Choose Loyalty
Step 3: Choose Swag Shop
Step 4: Choose Items

Figure 5.0

In the Swag Item window, click on the "Add New" button.

Figure 5.1

This is where you can create the coupon that you want your customers to redeem or gift with the available tokens they have in their account.

Swag Item Type: Select the Swag item type from the drop-down menu.

Merchandise
Coupon

Item Details Tab - Coupon

Figure 5.2

Coupon Name: This will display the name of the coupon for internal identification and tracking.
Coupon Type: The Coupon Type drop-down displays three options:

Dollar Amount Off: Indicates a discount that provides a fixed monetary reduction on the total purchase amount or on specific items. For example, a coupon might offer "$5 off" on a minimum purchase of $50 or "$10 off" on selected products. This type of coupon directly reduces the cost by the specified dollar amount, rather than applying a percentage discount.

Coupon Value: Enter dollar amount off.

Percentage Off: A "Percentage Off" coupon type provides a discount based on a percentage of the total purchase amount or specific items. This type of coupon reduces the cost by a certain percentage, offering savings that scale with the purchase amount.

Coupon Value: Enter the percentage amount off.

Free Item: Selecting this coupon type allows customers to receive a specified item at no cost.

Category: Select the category for which you want to create this coupon.
Tags: Select or add tags to identify the coupon.
Token Cost: Set the amount of tokens the customer will require to redeem the coupon.

Note: The textbox allows a maximum of 6 digits, with 999999 being the highest value. If more than 6 digits are entered, such as 1234567, the system will automatically change the value to 999999 to ensure it stays within the allowed limit.

Header Name: The header name entered here appears below the product name on the products page. Text appears bold on coupon. The max character limit for a header name is 24. You can add up to 3 header lines.
Text: This line(s) appears on the individual product page and on the coupon itself. The maximum character limit for text lines is 24. You can add up to 5 text lines.

Expiration Type:

Never Expires: Indicates that the coupon does not expire.
Static Date: Indicates that the coupon has a designated expiration date and time (coupon expiration date and time).
Days After Issue: Indicates that the coupon is valid only for the number of days mentioned.

Once Per Sale: Yes/No toggle switch. When this option is turned off, the coupon of the same type can be used more than once during the transaction.
Can be combined with other coupons: Yes/No toggle switch. Allow the coupon to combine with another coupon.
Apply on single item: Yes/No toggle switch. When enabled, the coupon can only be applied to a single item, allowing only single items from the item whitelist to be used as coupon filters.