Create an offer

This walks through each section of the offer form, in the order you meet it.

​

1. Basics

Name identifies the offer in the Lobyco Portal. Unique names aren’t required, but a naming convention makes offers far easier to find later — for example 2024_week_42_CocaCola_20off. Type decides how the coupon behaves: where it is shown, and how a customer comes to have it. Most settings are the same across all types — the real difference is allocation.

All offer types

You only see the offer types enabled in your system. Custom types can be added to support scenarios such as showing offers with a different design, so your environment may include types not listed here.Standard offer types

Offer type	Description	Allocation	Activation
App Coupon	General offer available to all customers.	Direct – offer	Pre-activated flag applies
Challenge	Offer used as a reward for a challenge.	Reward	Pre-activated flag applies
Game	Offer used as a reward for a game.	Reward	Always pre-activated
Member Offer	Offer allocated to a list of customers, with its own design in the app.	Direct – offer	Pre-activated flag applies
Personal Offer	Offer allocated dynamically based on purchase history. The offer is created first, then coupons are allocated in a second step.	Direct – two steps	Needs activation
Segmented App Offer	Offer segmented to a specific list of customers.	Direct – offer	Needs activation

Custom offer types

Offer type	Description	Allocation	Activation
External	Redeemed on a partner’s side rather than yours — for example a fuel discount earned after shopping in a store. May or may not be shown in the app, but the integration happens on the partner’s POS.	Direct – offer	Pre-activated flag applies
External Segmented	A segmented version of External.	Reward	Pre-activated flag applies
Base Bonus	A base percentage bonus on top of every purchase. More configurable than the standard base earn bonus — you can include or exclude products and categories and set stacking rules. Should always be pre-activated, and we recommend not showing it in the app as an offer card.	Direct – offer	Pre-activated flag applies
Gift	The default choice for orchestration. Allocated through business logic on the orchestration canvas.	Reward	Pre-activated flag applies
Liquor	Shown like an App Coupon, with additional legal notice.	Direct – offer	Pre-activated flag applies
Preferred Store	Available to customers based on their preferred store selection. Specific to the store and its audience.	Direct – offer	Pre-activated flag applies
Stickers Offer	Reward for a sticker campaign — customers collect stickers to exchange for rewards.	Reward	Always pre-activated
Fuel – Standard	A fuel discount, available to all customers and ready to use.	Direct – offer	Pre-activated flag applies
Fuel – Triggered	A triggered fuel discount, used as a game or challenge reward or in a custom orchestration flow.	Reward	Pre-activated flag applies

Deprecated types

Offer type	Use instead
Stamp Card	Challenge
Voucher – Standard	Another offer type with a Bonus benefit
Voucher – Triggered	Another offer type with a Bonus benefit

Start date and End date control when the offer is visible in the app — or, for reward types, when coupons can be allocated inside it. They are pre-filled from the parent campaign and can be narrowed.

• Start at 00:01 and end at 23:59, to avoid ambiguity for customers and make planning easier.
• Avoid start times in the past, even though past end dates are accepted.
• Inside a campaign, the offer’s dates must sit within the campaign’s dates. The campaign’s own dates are shown beneath the fields.

Pre-activated lets a customer use the offer without activating it in the app. The Activate button doesn’t appear, and the offer is redeemable at the POS straight away. Display priority orders this offer against other offers of the same type in the app. Where your app shows several offer types in one section, the sorting order across types is agreed during implementation. Sponsor records who funded the offer — a store, supplier, chain or group — so the source of sponsorship can be reported on. Visibility before offer start date shows the offer in the app ahead of time. The customer sees it locked, with the date it becomes activatable. Leave it blank and the offer appears at campaign start. Only available for offers with segmentation capabilities. Validity period of voucher sets the offer’s validity period. Only available for offers with triggered capabilities.

​

2. Choose a discount type

The discount type decides what the offer actually does — reduce the price of a product, reduce a basket total, or scale the benefit with quantity or spend. It also changes which fields appear beneath it. There are seven. See the Discount types reference for each one, the discount values it supports, its limits, and a worked example.

​

3. Where the offer applies

​

Location

Choose whether the offer is valid in chains or in stores — the two cannot be combined. Selecting one or more chains disables the store selector, and the other way round.

• Use the up arrow on the store field to upload a store list: CSV, one store ID per line.
• Once stores are selected, use the down arrow to download the current selection as CSV.

​

Checkout types

Restrict the offer to particular checkout channels: POS, Self-checkout, Scan & Pay and E-commerce. If none are selected, the offer applies to all checkout types. This field only appears when checkout types are configured for your environment.

​

4. Stacking and limits

This is where you decide how the offer behaves alongside other Lobyco offers. Store discounts are normally treated as starting prices and are always stacked. Allow other offers on top

• True — other Lobyco offers can be applied over this one.
• False — other Lobyco offers cannot be applied over this one.

This is enabled by default, on the assumption that a product isn’t part of several offers at once and that offers should be cumulative — for example a 10% basket coupon that should apply across all products, discounted or not. Stacking priority sets the order in which offers are applied. Values run from 1 to 10 and default to 5, so every offer starts at medium priority and you can create higher- or lower-priority offers around it. Where two discounts share a priority, the one that expires first is applied — oldest start date, earliest end date. Apply on items

• Apply on all items — applies whether or not a discount is already applied.
• Apply only on discounted items — applies only to items that are already discounted.
• Apply only on non-discounted items — applies only to items that are not already discounted.

Most of the time these three can be left at their defaults, which simply means a regular offer that may stack with others in any way.

​

Redemption limit

The total number of transactions the coupon can be used on. Changing the redemption limit on an offer that is already active does not affect coupons that have already been activated or redeemed.

​

Discount amount limit

The maximum amount given as a discount by one coupon per redemption. Use 0, or leave it empty, for unlimited. For Product and Basket discounts with a percentage off, where the redemption limit is more than 1, you can set this limit either per redemption or across all redemptions:

• Per redemption cannot be exceeded within a single transaction.
• Across all redemptions is shared across every redemption — once reached, later redemptions grant no discount.

​

5. Content and branding

This section controls how the offer looks in the app. Some fields may not appear, as this part of the form supports customization. Additional metadata fields can be added to the content section to customize the look and feel further — during implementation, or later on request.

​

6. Reuse and edit later

​

Save as template

An offer can be flagged as a template and used as the starting point for new offers. The flag has no effect on the offer itself, and can be switched on and off at any time — including after the offer has expired. A template keeps all of the original offer’s properties except its start and end dates.

​

Edit an active offer

An active offer can still be edited, with limits:

• Offer type cannot be changed once the offer is active.
• Redemption limit, Start date and End date should not be changed — the change will not take effect on coupons that are already activated or redeemed.