Setting Up Your Discounts to Work with Your Clover Integration

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Clover Integration - Getting Started

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Clover Integration - Workflow

We need to Tell Clover What To Do

For Clover to know how to apply your TapMango rewards and vouchers, you need to specify what type of offer your reward is. Is it a % discount? A flat amount discount? It's your choice!

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Mapping TapMango Rewards to Clover

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Step 1: Navigate to Your Reward or Voucher

① Sign into https://portal.tapmango.com

② Navigate to either Rewards or Vouchers from the left-hand menu.

③ Select the reward or voucher you want to map to your POS integration, then select the Discounts tab.

④ Select Add Discount.

Step 2: Choose Your Integration and Discount Type

⑤ Choose the Clover integration for your location. 

Note: If you have multiple Clover integrations and you can't distinguish which is for your location, contact TapMango Support for assistance. 

⑥ Select the Discount Type followed by the dollar or percentage value of the discount.

⑦ If you select Product Discount (Amount) or Product Discount (Percentage), you will also have the option to select whether this discount can apply to multiple items in a single purchase. 

⑧ Click Save.

Discount Types Available For Clover

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There are multiple discount types that Clover can support when setting up your rewards or vouchers.
→Jump to step How to Find Clover IDs

Simple

This adds the discount to the Clover sale as a $0.00 line item - it does not adjust the sale total in Clover.

Why choose this discount?

This is an ideal option if you want to track redemptions of a discount that is too complex to map directly. The discount can be applied to the sale, which will automatically remove the points or voucher from the customer's account once the sale completes. The actual discount value will need to be applied as a seperate action through Clover.

Product Discount (Percentage)

A percentage-based discount limited to specific Categories or Products. TapMango applies the discount to all qualifying items on the sale based on the Clover IDs used. (see below).

Additional Notes

• You can select whether this discount will apply to a single item or all qualifying items on the sale.
• You can select whether you want the discount to apply to paid modifiers.

Product Discount (Amount)

A flat dollar discount limited to specific Categories or Products. TapMango applies the discount to all qualifying items on the sale based on the Clover IDs used. (see below).

The dollar amount set on this discount will be applied across all qualifying items in the cart until its full value is reached.

For Example: 

A customer adds a $5 item and a $7 item to their cart (Total: $12) and applies an $8 off discount:

• The $5 item becomes $0 (using $5 out of the $8 discount). The $7 item becomes $4 (using the remaining $3 of the $8 discount). 
• Instead of applying $8 off each item, the $8 discount was spread across the qualifying items in the cart, leaving the customer to pay $4.

Additional Notes

• You can select whether this discount will apply to a single item or all qualifying items on the sale.
• You can select whether you want the discount to apply to paid modifiers.

Modifier Discount (Percentage)

A percentage-based discount that applies to item modifiers individually on each line item. You can choose to discount all modifiers attached to an item or target a single one.

For Example:

FREE Bubble Tea Topping Reward - This reward can be mapped to look for multiple topping options, like Pearls, Jelly, or Popping Boba. If a customer orders a drink with multiple paid toppings, the discount can apply to all or one eligible topping, depending on your setting choices

Additionally, you can make sure the modifier discount only works when a modifier is attached to a specific product. This is beneficial in cases where a modifier is available across multiple products, and you'd like to only discount it when used on a specific product.

Additional Notes

• You can select whether this discount will apply to a single item or all qualifying modifiers on the sale.
• You can select whether you want the discount to apply to paid modifiers.

Modifier Discount (Amount)

A flat dollar discount that applies to item modifiers individually on each line item. You can choose to discount all modifiers attached to an item or target a single one.

You can make sure the modifier discount only works when a modifier is attached to a specific product. This is beneficial in cases where a modifier is available across multiple products, and you'd like to only discount it when used on a specific product.

Additional Notes

• You can select whether this discount will apply to a single item or all qualifying modifiers on the sale.
• You can select whether you want the discount to apply to paid modifiers.

Overall Discount (Percentage)

A percentage-based discount that applies to the entire sale. Is not restricted to any category or product and you can set a minimum purchase amount (after tax). 

Overall Discount (Amount)

A flat dollar discount that applies to the entire sale. Is not restricted to any category or product and you can set a minimum purchase amount (after tax).

The discount cannot deduct more than the total sale value to create a negative balance.

Two For One

This option requires a Product or Category ID to be used. It will discount the 2nd item of the same type to $0. 

For Example: 

Two for One restricted to a Coffee will apply a 100% discount to the second coffee.

Fixed Price

This option applies a fixed price to the mapped item. A Product or Category ID is required to enable this setting.

Buy One Get One

A 100% discount that applies when two qualifying items are added to the sale. TapMango applies the discount to the second item. When restricted to a category, the discount applies to the lower-value qualifying item.

Additional Notes

• Your discounted item will either be completely free or a percentage off (like 50% off). Fixed dollar-off discounts (like $10 off) do not apply.
• This discount type only applies to pairs of items. Multi-item bundles (e.g., Buy 2, Get 1) do not apply.
• You can select whether you want the discount to apply to paid modifiers.

Buy X Get Y

Buy a specific number of items to get a discount on a separate set of items. 

For Example: Buy 4 Cookies, Get 2 Coffee's Free!

Additional Notes

• Your discounted items will either be completely free or a percentage off (like 50% off). Fixed dollar-off discounts (like $10 off) do not apply.
• This differs from BOGO as you do not have to purchase the same item or category of items as the discounted item. 
• Customers can purchase and receive different numbers of items
• You can select whether you want the discount to apply to paid modifiers.

Getting Product and Category IDs

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To accurately apply your TapMango discounts, we need specific information from Clover - specifically, the Product ID or Category ID. These IDs are unique codes (a mix of numbers and letters) that Clover uses to identify your inventory items.

Finding them is straightforward. Below are two ways to locate your Clover IDs:

Locate ID's From Clover

① Go to Your Inventory 

To do this you need to sign into your Clover account online.

After signing in navigate to your inventory. Products are under the Items tab and categories are under the Categories tab

② Find. Copy. Paste

Once you find your product or category you'll see the ID right under the name. Just highlight this, right-click, and 'copy'. Then go back to TapMango and under the product, or category ID section of your discount right-click, and 'paste'

Selecting IDs During Discount Mapping

After choosing your Clover integration and Discount Type, look for the magnifying glass icon beside the Applies To and Does Not Apply To fields to map your rewards.

Adding Product and Category Mapping to Discounts

Click the magnifying glass icon to search your Clover inventory, then click Add next to the Product or Category you want to include.

Removing Product and Category ID's From Discounts

There are two ways to remove a Product or Category map from a discount:

① From the discount tab of the reward, click on the integration map to edit it and manually delete the IDs in the Applies To field. 

② From the discount tab of the reward, click on the integration map to edit it and click on the magnifying glass icon next to the ID field. From the pop-up window, click Remove beside the Product or Category.

Additional Questions?

As always, if you have any additional questions that aren't covered in this guide do not hesitate to contact us and we'll be happy to help.