Importance of an Uplift

Uplifts are used to entice your customers with exciting promotions, while customer-facing advertisements inform and educate them about the deals running at your store.  

When a SKU/UPC is scanned at the register and matches one of the trigger SKU lists that you set up for your promotion, both the customer and the employee will receive a pop-up of the discounts and promotions being offered. 

For the employee, the pop-up on the POS will generate a sales pitch that you created as a script based on your promotion. This will help employees to present a consistent sales pitch intelligently to customers, giving them the tools they need to be successful.   

(For example: “Today you can buy 2 donuts and get 1 50% off. Would you like to add an extra donut to your order?”) 

These sales are a part of an existing promo to get the customer to purchase additional items.  

Quick Tips

1. When will Uplifts appear during the sale? An Uplift will appear when the subtotal button is pressed. 
   
2. What program can be used for Ad creation? Comes with our free graphic design tool, FTx Adpro. Choose from over 1,000s of pre-made designs, that you can customize and make your own.  
   
3. What appears on the customer display when no Uplift is triggered by scanning? Comes with free digital signage with the ability to schedule and display a variety of engaging ads on your customer-facing POS screen.  
   
4. What type of promotions are good for Uplifts? The possibilities are endless. Use Uplifts for BOGO promos, new items, slow moving products, loyalty sign ups, and more! 
   
5. Discounts/Buydowns and Pricebook: Optional – You can have a discount applied in Pricebook, which then can be promoted in an Uplift. 

Creating An Uplift

1. +Add New button
   
2. Name: Uplift Name
   
3. Clerk Message: Enter a custom dialogue for your cashiers to communicate the details for additional discounts and promotions to customers.
   

1. Trigger Value: The number of UPC’s that need to be scanned before the uplift is triggered.
   
1. Example:  if the value is set to 1, then the cashier only has to scan one of the UPC’s to trigger the uplift popup.
   

1. Spiff Amount: Define spiff dollar amount or percentage to be paid out to an employee.
   
1. What is a Spiff? It’s an added incentive (bonus) that employees can earn for selling specific items.
   

1. Spiff Min Quantity: Minimum number of items needed to earn the spiff or discount.
   

1. Discount Amount: If an item is to be discounted, assign a discount value. (In the future release, this field will be removed. In order to provide your customer a discount, a system discount should be created in pricebook.)
   

1. Discount Selection: Applies as a flat rate to the entire transaction. Additional discounts can be setup in pricebook in order to apply the discount to each item in an uplift transaction if needed. **Note** Discounts in the uplift module are not compatible Scan data. (In the future release this field will be removed)

1. Auto Win: No/Yes

1. If set to Yes: 
   
1. Auto Win At – set the auto win value.  (The customer already has the item in the sale, the uplift Ad will not pop-up)
   
2. The cashier will automatically receive the Spiff. Win or Lose does not trigger discount - Used for gamification.

1. Require Loyalty: No/Yes

Schedules

1. Start and End date of the Uplift. 
   

1. Use schedule to run this campaign as planned.

1. You can enter which days you want to be active or inactive.

Item Management

1. Manage Items Externally: Yes/No
   

If set to Yes: This option is for On-Premise in POS in Director.

If set to No, Select Trigger List Items:

1. All
   
1. Manage List Items: Items that trigger the Ad (Uplift messages.)

1. Custom: To set your own trigger items
   
1. Manage Trigger List Items
   
2. Manage List Items
   

1. Manage Trigger List Items: Items that trigger the Uplift messages.
   
1. Add Item Type / Select Item Type
   
1. Product
   
2. Category
   
3. Department
   
4. Department Group
   
5. Manufacturer
   
6. Brand
   
7. Tags
2. Click “Add Type” to apply

1. Manage List Items: UPC’s of Items that will be promoted or discounted in the Uplift. When the uplift pops up, the employee can choose from a list of items to add to the current sale. 
   
1. You can create the list from here: Add Item Type / Select Item Type
   
1. Product
   
2. Category
   
3. Department
   
4. Department Group

Manage Assignment

1. Select Locations
   
1. All
   
2. By locations
   
3. By location groups

Uplift Image Type

1. Select the advertisement you would like to go with your deal.
   
1. Options are:
   
1. Advertisement (Image already saved in Control Center)
   
2. Custom Uploaded (For images directly from your files)

Custom Uploaded

1. Select the desired image size tab for the advertisement.
   
1. To upload an image, click on the 768x1080 tab (the standard image size for an Uplift Image), then click on the folder icon. This image will appear on the customer facing display. 
   
2. AdPro: (Graphic design tool) Can be used to create your own custom ads or to customize from a large collection of pre-made design templates.

Upload Advertisement

1. Choose an Advertisement based on the size of your uplift screen. 
   

Advertisements

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In the Control Center the path is Signage > Advertisements

1. +Add New button
   
2. Create Advertisement
   
1. Upload Images: We offer many different layout options. You will need to upload images in multiple sizes depending on your layout choice.

Reporting On Uplift Campaigns

In the Control Center the path is Point of Sale > Reports > Sales Reports 

1. Dropdown Report Type: “Uplift Sales”  
   
1. Choose Report: 
   
1. Uplift Results Summary: Quick summary of overall Uplift activity by Uplift during a select period of time.
   
2. Uplift Results Detailed: Shows all Uplift results from select criteria.
   
3. Uplift Results Grouped by Store: Uplift results by each participating store.
   
4. Uplift Results Grouped by Employee: Uplift results by each employee and their spiff results and amounts.
   
5. Uplift Results Grouped by Store and Employee: Grouped by store and employees.

1. Dropdown Report Type: “Uplift Transactions”
   

Shows all transactions by employee and store as a result of each Uplift trigger event – includes both wins and loss Uplift results.

Training Links

1. In-Store Demo: https://www.youtube.com/watch?v=vCq9bBd7Xdk

1. Control Center Demo: https://www.youtube.com/watch?v=cQGEwuO2gGI