Uplifts

Uplifts

Uplifts Overview

"Uplifts" is a premium module in FTx Cloud POS designed to boost in-store sales through strategic upselling. It works by notifying customers of active promotions via a secondary customer-facing display while simultaneously providing the cashier with a ready-made sales pitch to encourage add-on purchases. This dual-sided approach ensures both employees and customers are aware of ongoing deals, increasing the likelihood of impulse buys and higher transaction values.

Uplifts can be seamlessly integrated with existing system discounts and loyalty programs, making it a powerful tool to enhance customer engagement and employee performance.

1. Uplift Discounts:
When a customer purchases an item designated as an Uplift Trigger Item, a promotional message (configured under Add New Uplift > Details Tab > Clerk Message) prompts the cashier to upsell a related product. If the customer adds the suggested item, they receive an individual discount for that specific promotional pairing.

2. Uplift Commissions:
If an employee successfully sells both the trigger item and the promoted item, they become eligible to earn a commission — helping incentivize staff participation and drive consistent upsell performance.

Reaching Uplifts Module

To reach "Uplifts," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Signage
  3. Step 3: Choose Uplifts

                                                                                    Figure 0.0

Understanding "Uplifts" Layout

Please see the image below, labeled Figure 0.1 for descriptions of the buttons and fields that appear on the screen for client/admin.

                                                                         Figure 0.1

1. Adding a New Uplift

Follow the steps mentioned below to add a new Uplift.
  1. Click the “Add New” button highlighted in Figure 0.1 above to add a new Uplift.
  2. The form highlighted in Figure 1.0 will appear on your screen. 
                                                                                    Figure 1.0

1.1. Details

Define the Uplift name and enter the sales pitch message for the cashier.
  1. Name: Here, the unique Uplift name is defined.
  2. Clerk Message: Enter a message for the clerk/cashier to read as a script. This is visible to the clerk/cashier when the trigger quantities for the Uplift promotion is met.

1.2. Options

Configure behavior settings like discount application rules and commission triggers.

                                                Figure 1.2.0
Field Information:
  1. Trigger Value: Sets the minimum cart value or quantity needed before the Uplift offer is shown to the customer. The values are defined in the "Item Management" tab, numbered as ⁣ , which is explained in the latter part of the document.
  2. Spiff Amount: Defines a monetary reward or commission (called a spiff) that is given to the cashier/employee for successfully upselling the promoted item.
  3. Win Min Quantity: Specifies the minimum quantity of trigger items a customer must purchase for the Uplift promotion (and spiff or discount) to apply.
  4. Discount Amount: The value of the discount offered to the customer — can be a fixed dollar amount or a percentage.
  5. Discount Selection: Allows you to choose whether the discount applies to all items in the list or to a specific item from the UPC list.
  6. Auto Win: This is a toggle that, when set to "Yes," will automatically apply commissions for the employees when the configured value in the Auto Win at field is met.
  1. Auto Win At: This field works in conjunction with the Auto Win toggle.

    • When Auto Win is enabled (Yes), the system will automatically apply the Uplift promotion without requiring cashier action if the trigger item quantity reaches or exceeds the value specified in "Auto Win At."


                                              Figure 1.2.1
    Example: If Auto Win At = 1, and the customer buys at least 1 trigger item, the Uplift discount and promotion will be automatically applied—no upsell prompt or manual trigger needed by the cashier.
    This feature ensures smoother, quicker transactions and guarantees that qualifying sales automatically benefit from the Uplift offer.
  1. Require Loyalty: If enabled, the Uplift promotion will only apply to customers who are part of your loyalty program.

1.3. Schedules

Set the start and end dates/times for when the Uplift promotion should be active.

                                                                Figure 1.3.0
Fields:
  1. Start Date: This field lets you choose a start date from the attached calendar for the Uplift to be activated.
  2. End Date: This field helps you select an end date from the drop-down calendar attached, after which the Uplift becomes inactive.
  3. Use Schedule: If this toggle is set to YES, this activates the Uplift for selected days and selected time ranges.

1.4. Item Management

Assign trigger items (that activate the Uplift) and promoted items (upsell targets).

    
                                                                Figure 1.4.0
  1. Manage Items Externally: When set to "Yes," this option disables internal item assignment within the Uplift setup screen. Instead, item management (i.e., defining trigger items and promoted upsell items) is done from legacy. 

    When the     Manage Items Externally toggle is set to "No," "Select Trigger List Items" appears.

  2. Select Trigger Items: This field has a drop-down attached with two options: "All" and "Custom." If the option "All" is selected, then the Uplift is applicable on all items. Click on "Custom" to custom select the items with Manage Trigger List and Manage List Items.

                                             Figure 1.4.1
1. When Select Trigger List Items is set to "All": This selection automatically includes all items in the system as trigger items for the Uplift.
    1. Only the "Manage List Items" section is visible, where you can define which specific items (products/departments) are being promoted or discounted.
    2. Implication: Every item is eligible to trigger the Uplift, but you still need to specify which items receive the Uplift benefits (discounts).
2. Add Item Type: Click on "Add Item Type" to add item type, i.e., Product, Category, Department, Manufacturer, Tags, etc. as highlighted in Figure 1.4.2. 

                Figure 1.4.2
  1. Select any item type, and it will get added under Manage List Items section on the Create Uplift page. See Figure 1.4.0 for reference.
3. Manage: This button opens up the Manage Filters screen and allows you to manually select products or departments that will act as the trigger.


                                                                              Figure 1.4.3
  1. Search: Use this Search box for a specific result.
  2.  All Items: Use this drop-down to filter the Manage Filter screen data based on four parameters: All Items, Child Only, Parent Only, and Standalone only. 
  3. Add Custom UPC (+):  Enter a UPC and click (+) to add a new UPC/product directly from this screen and to be set as a trigger item for the Uplift.
  4. Results: Here, you see the relevant list of data on the Manage Filter screen for all the store items.
  5. Selection Checkboxes: Select the required UPCs by checking the appropriate checkboxes.
  6. Arrow: Click the green Arrow button to move the selected records to the Selected List area. 

                                                                              Figure 1.4.4

1. Click the "Clear Selection" button to remove the whole selection. To remove any record from the list, click the Remove (x) icon. 
2. Action Buttons:
  1. Apply: Click the "Apply" button for the selected parameters.
  2. Close: Use this button to exit the Manage Filter screen.
Navigate back to the Add/Edit Uplift page to view the added items for the selected item type.

                                                   Figure 1.4.5

When "Select Trigger List Items" is set to Custom: You want to define a specific set of items that should trigger the Uplift.
  1. The "Manage List Items" section is also visible, where you define what items are being promoted as part of the Uplift.
  2. Implication: Only the selected items in Manage Trigger List Items can trigger the offer, and only the items in the Manage List Items will receive the benefit.


InfoFollow the same steps to custom add the products as explained under Manage Filters.

1.5. Manage Assignment

To manage location assignment for commissions, follow these steps:
  1. From the drop-down menu, select one of the available options — Locations, Location Groups, or All — to override the commission settings for the chosen location or group.
                                        Figure 1.2.0
  1. All: Select "All" if the current Uplift is to be implemented in all your business locations.
  2. By Locations: You can implement the current commission status at specific locations as per the requirement.
  3. By Location Group: Apply the Uplift for the location group.
  1. Click the “Manage” button highlighted in Figure 1.2.1 above to assign, edit, or delete the commission group.

                                                                            Figure 1.2.1
1. Move Next: Click on this button to move ahead with the selection that is made from the left-side list of locations.
2. Clear Selection: Click on this button to clear all selections made on the right-side list of locations.
3. Delete: This button helps you delete a single selection adjacent to this button.
41:  Apply: Click on this button will help you apply all the changes made in the "Manage Location" box.
4.2: Close: This button will help you close the current form.

1.6. Uplift Advertisement

This part of the module lets you configure the advertisement for the Uplift.

                                            Figure 1.3.1

1. Advertisement: The field lets you choose the advertisement from the advertisement list. You can also custom select and upload the advertisement by selecting "Custom Uploaded," as displayed in Figure 3.2.

                                         Figure 3.2
2. Choose Advertisement: This button helps you in choosing the pre-saved advertisement files and configuring them as an Uplift advertisement.

                                                                  Figure 3.3
  1. You can either directly select the file from the preview pane, or you can search for the file by its title in the search bar.
  2. You can also use Reset Filters  to reset/clear filters in case any filter is applied.
  3. Once filtered, select the image that you wish to configure for advertisement.
  4. To exit the form without selection, click on "Close." 

2. Modifying/Editing the Uplift

Follow the steps mentioned below to add a new Uplift: 
  1. Click the Edit button highlighted in Figure 0.1 above to edit an existing Uplift.
  2. The form highlighted in Figure 1.0 will appear on your screen. 

                                                                                      Figure 1.0

NotesThe fields are explained above under the Add Uplift section.

3. Add/View Notes:

3.1. Add Notes

This feature lets you add a quick note for each change to an existing Uplift.

To add a note, please follow the following steps:
  1. Click on the Add Note button highlighted in Figure 3.1.0 below to add discount notes.

                                                              Figure 3.1.0
  1. Write the note explaining it in under 255 characters.
  2. Click "Add" to save the note.

3.2. View Notes

This option lets you view the created notes history about any change in the previously created discount with a timestamp, note, and user who made the change.

Follow the steps:
  1. Click on the View Notes button highlighted in Figure 0.1 above as well as in Figure 3.2.0 below for reference to view discount notes.                                                                                                                    ⁣                                                                                                                                                                                                                                                                                                                                                       Figure 3.2.0
  1. The form highlighted in Figure 3.2.1 will appear on your screen.

                                                                                   Figure 3.2.1

4. Copying Uplift 

The Copy Uplift option is available on Uplifts home screen and on Edit Uplift page.
  1. On the Uplifts home screen, click on the Copy Uplift button (See Figure 4.0) to copy the attributes of the selected Uplift to another.

                                                              Figure 4.0   
  1. On clicking, a form shown in Figure 4.1 appears. 
  2. Fill in the name of the copied Uplift in the textbox.

                                  Figure 4.1
  1. Click on "Copy" to copy the discount.
  2. A dialog highlighted in the Figure 4.2 appears on the screen.

                                     Figure 4.2
  1. Click on the "Close" button to close the success dialog box.
  2. Click on "Go to the New Uplift" button to go to the copied Uplift.

5. Deleting an Uplift

Follow the steps mentioned below to delete an Uplift record: 
  1. Click on the “Delete” button highlighted in Figure 0.1 above to delete an Uplift.
  2. The dialog box highlighted in Figure 5.0 will appear on your screen.

                                 Figure 5.0
  1. Click "Yes, Delete" to continue the process of deleting the uplift record. 
  2. Click “Cancel” to close the dialog box and skip the deletion process. 

6. Refreshing Timestamps

  1. Click on the “Refresh Timestamps” button highlighted in Figure 6.0 below to refresh the timestamps of the existing Uplifts.
  2. The dialog box highlighted in Figure 6.0 below will appear on the Uplift screen.

                                                            Figure 6.0
  1. Click on the "Submit" button to proceed with the timestamp refreshing process.
  2. When successfully refreshed, a message highlighted in Figure 6.1 is displayed on the screen.

                                                                           Figure 6.1
  1. Click on "Close" to close the form.

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