Setting up your Discounts to work with your Square Integration

Related Articles

Square Integration - Getting Started

---

Square Integration - Workflow

Square Rewards

With Square integration TapMango has the ability to redeem rewards. Unlike our Lightspeed and Clover reward redemption this happens post-sale. This article will explain the differences, how to set things up, how redeeming works, and what to be aware of.

Updated Permissions

Square reward redeeming is available to any merchant using our Square integration, however if you had original authorized your Square account with TapMango prior to Februrary 21st, 2019 you will need to reconnect with us to add the new permissions required to Update, Create, and Delete Discounts on your Square account.

Reconnect

To do this sign into https://portal.tapmango.com/Integration/MerchantIndex and select Reconnect - you will be given a sign in prompt and this will re-authorize with the new permissions required for discounts.

Setting Up Rewards

Rewards and vouchers will be setup via https://portal.tapmango.com and are very simple to setup.

To do so you navigate to an existing reward or voucher under their respective section. This guide explains rewards - but the flow is the same for vouchers.

Rewards

On the left hand side of your portal select rewards to go to the list of your rewards

Select a Reward and choose discounts

Now select an existing reward (or create a new one first) and select the discounts tab to add a new discount

Add your discount

Now you add your discount and save. We can currently support 2 types of discounts:

• Overall Percentage - this will discount the entire sales a percentage amount you enter
• Overall Amount - this will discount the entire sale a flat dollar amount that you've entered

Just select the discount type for your Square integration, and enter the value. When you save we'll create a discount in your square account doing the following:

• The name of the tapmango voucher/reward
• The tapmango voucher prefix, or the tapmango reward cost
• A suffix with like (TMXXXXXXXXXX)
• Example Reward: $5 Off - 100pts (TMXXXXXXXXXXXXXXXX)

*IMPORTANT - The discount name should not be changed in Square to keep the functionality. More specifically, the ID found in the brackets should not be changed. Ex. (TM0123456789) should remain the same as it is when created

We will update this any time you change the reward or voucher or discount value, and remove it if you delete the voucher or reward

What do I do to redeem?

Redeeming is now simple, you just need to include the discount on the sale when ringing up transactions in square. You can do this with, or without customers - though we recommend using customer profiles as it's easier to validate the reward.

How is the Discount Being Used?

There's two ways a discount in square can be applied

Directly to the Sale

This should be used for overall percentage and flat dollar amount discounts. Square does not support applying a flat dollar amount discount directly to a product.

Adding discounts this way should be done via the discounts menu, the same as adding a new item to the sale.

To a specific product

This should be used when applying a percentage discount only and when the discount is meant to apply to a specific product vs the entire sale.

Adding discounts this way should be done by editing a product that has been added to the sale, and toggling the discount at the bottom.

See Square's guide on applying discounts to a sale for more information.

I don't use Square customers?

If you don't currently use square customers in your transactions we'd advise considering this. TapMango's integration makes it simple to have square customer profiles created. If you don't that's okay too we have some security measures in place. 

Security

Security is important. Staff needs to be aware of what they're doing and not provide customers discounts they should not receive.

In addition we'll notify you if we process a sale that includes a discount that should not have been applied; if the customer did not have enough points or an invalid voucher.

• We'll first attempt to notify any admin-role logins who are able to receive reports. 
• If we cannot notify a TapMango user we will email your location's contact email.
• If the location has no contact email we will email your account's contact email.

This email will include the following:

• The square transaction ID
• Square Location Name
• Discount Redeemed
• Square customer name

FAQ

When will the discounts be created in Square?

Discounts will be created in square as soon as the discount is added to a the TapMango reward or Voucher.

When will the customer notes be updated in Square?

Customer notes are updated to show available rewards on the Square customer when:

• Vouchers are assigned to customers
• Vouchers expire on customer accounts
• Rewards or Vouchers are redeemed
• Customer points values changed

Additional Questions?

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