# Running a Social Media Promotion

## Introduction

To retain loyal customers and/or attract new ones you may from time to time like to run a social media promotion.  For example, you might post on Facebook and Instagram that for all orders received in the coming week over the value of £20, customers can claim a 5% discount on their shopping the following week.

Below is a step-by-step guide to implementing the above example. The process relies on the highly flexible [Tag and Tag](https://guide.openfoodnetwork.org/hungarian/basic-features/shopfront/customer-management-and-conditional-displays-prices/tags-and-tag-rules#show-hide-payment-methods) rules facility on the OFN platform.  At the end of this page are tips on how to [adapt](#you-might-also-like-to-consider-rewarding-repeat-customers-with-a-small-discount) this promotional offer.

## Process

{% hint style="warning" %}
This is a THREE step process:

1. Identifying eligible customers who purchased above the threshold value.
2. Enabling these customers to get a discount the following week.
3. Removing this discount after one week.
   {% endhint %}

### Step One

* Review your [Orders](https://openfoodnetwork.org.uk/admin/orders) when the current order cycle has closed.  You can identify all the customers who have purchased above the threshold using the following:
  1. Filter by Order Cycle name
  2. Sort by total high to low (click on ‘Total’ twice)

![](https://lh5.googleusercontent.com/WkOpNQ7tngre9J8YhYye8cP7a6-Cl5xdnc26z4Nd4TjCkUE2bozCPSKAo1IHiWFwIIITZ1l4h5sLzJmPjIfzpM1gKBu_cS2-b877P8LOGm6r4Yre1S6uoVZeJh9oDmG_g_5e7JoG)

### Step Two

* Visit your [Customers](https://openfoodnetwork.org.uk/admin/customers) page.
* Use the ‘Quick Search’ box to find customers who spent above your threshold on last week’s order cycle.

![](https://1334376341-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-L9rgk4wEweX_zxXIzmW%2F-MK9w1BDVeI65sPU2Mu_%2F-MK9y-gESod3Ln2oVRAJ%2Fcustomers1.jpg?alt=media\&token=606cf43e-59b4-4819-b142-7c8ffddddc03)

* Add the tag ‘week2reward’ to the customer’s entry.

![](https://lh5.googleusercontent.com/msnCbxUJsibbhqjIkK8bWAGDaqgGcPWSiAdZQcNc0bi1h_rx49qtGG4XxXLYyD9KIXaoS55kMXtHO3NXmghqUZn1EPv_memdQqy4D07rugbzEculm-wSa4MpR9CpmboYi7CTZFnb)

* Visit **Enterprises -> Settings** and then select ‘[Payment Methods](https://guide.openfoodnetwork.org/hungarian/basic-features/shopfront/payment-methods)’ from the left hand menu.  Click **+ New Payment** Method.

![](https://1334376341-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-L9rgk4wEweX_zxXIzmW%2F-MK9w1BDVeI65sPU2Mu_%2F-MK9yJelM-5cLsiT82Pz%2Fthankyoupaymentmethod.jpg?alt=media\&token=7059108e-d258-44c6-b48d-85f56b38d298)

\
Name: Thank you Discount\
Description: a message of your choice (for example ‘As a small thank you for your support we would like to offer you 5% off this week’s shop’)\
Display: Both Checkout and Back Office\
Active: yes\
**Tags: Add the tag ‘week2reward’ into this space.**\
Provider: choose the most appropriate method for your business.\
Fee Calculator: Flat Percent

* After selecting Create, add ‘-5’ \* to the ‘Amount’ field of the ‘Fee Calculator’ Section.  (Negative sign results in a discount)\
  \
  \*-5 will result in a 5% discount if your enterprise does not use Enterprise Fees.

![](https://1334376341-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-L9rgk4wEweX_zxXIzmW%2F-MK9nLOESaoT2j7AfvAK%2F-MK9qRp8w5OWpbNQ4gSR%2Fpmcalc.jpg?alt=media\&token=c6fc8423-5751-4513-b878-d102602b72c0)

{% hint style="danger" %}
All **percentage fees** are calculated on a percentage of **product costs** only.&#x20;
{% endhint %}

{% hint style="warning" %}
If your business adds a flat percent Enterprise Fee to all products then the amount you need to enter into the 'Flat Percent' field for this discount payment method is:

&#x20;$$= (100 + Enterprise Fee)\*Desired Discount/100$$&#x20;

eg. for a business with an enterprise fee of 20% who would like to offer a 5% discount to volunteers, the amount to enter in the flat percent of this payment method is:

$$= -(100 + 20) \*5/100 = -6$$&#x20;
{% endhint %}

* Visit your **Enterprise -> Settings** page and select ‘[Tag Rules](https://guide.openfoodnetwork.org/hungarian/basic-features/shopfront/customer-management-and-conditional-displays-prices/tags-and-tag-rules#show-hide-payment-methods)’ from the left hand menu.  Set up the following Tag rules:

Default: Payment Methods tagged ‘week2reward’ are not visible.\
For customers tagged ‘week2reward’ payment methods tagged ‘week2reward’ are visible.

![](https://lh3.googleusercontent.com/VbTR4DNvEgEduOZz2DuJDeMZSjHC10XVPhFpVKEN6hN7t7L66B599oiTFuUvUKgfm4fAZtBhyHcBHjQtiqF0_1N_DJDiDi6XcVY3MjyZbTsXTtOBABp3jnoNcqww8oGBIZm-Z3ky)

**Bingo!  Only those customers who spent more than your threshold amount last week will be offered a 5% discount when they shop with you this week**

![Checkout view for eligible customer](https://lh4.googleusercontent.com/mYndbgcYtUAcWk0Hzf1fHmnnVYOK78o2CsUVpshoPmCHXQAh6M7r0UFWoYSrCNqxlwVzDIkPANPPbNJdGv5na7b64xVEs-vBrp32oRODlgDgKiTLqVIn4DKk-ODCiIFrWDZZRXF9)

### Step Three

When the order cycle closes, as a hub, you may not want that particular set of customers to be eligible for a 5% discount on their future purchases (ie continue to have a discount for more than one week). In which case you will need to either:

* Remove the ‘week2reward’ tag from all the customer names\
  **Or**
* Change the tag rule to:\
  For Customers tagged ‘week2reward’ Payment Methods tagged ‘week2reward’ are NOT VISIBLE.

![](https://lh4.googleusercontent.com/ub-vearrc_EX85fXpvGNyr1YQLTMvqd-5q8WNrLSDboGVu_3kWh240orHjgqBElO-dGW4hf_41p_JQce4YBhbd1O7wW1B4ylqcw0JiY_6qUirT6kerXo2tpitFKbrI7o_j5QbamA)

## **You might also like to consider rewarding repeat customers with a small discount.**&#x20;

Rewarding only those customers who spend over a threshold amount may exclude those who live on their own or have a more limited household budget.  You may like to run a social media campaign to encourage customer loyalty- whatever the value of their weekly/monthly spends are.

To do this you will need to keep an external record of how often each customer purchases from your OFN shopfront. The [support team in your local instance ](https://guide.openfoodnetwork.org/hungarian/local-ofn-organizations-and-contacts)maybe able to help compile this data for you. &#x20;

With this information these are some ideas of campaigns you could run:

#### 5% discount off their next order to customers who order x number weeks/order cycles in a row.

In this case you would use the same steps outlined above to tag both the customer and the payment method (with a negative fee calculator) for one order cycle.

#### Free or discounted delivery of their next order to customers who have ordered x number of weeks in a row (akin to buy 3 lots of delivery and get the next free).<br>

In this case you would tag the customer (say ‘thankyouweek1’) and then create a [shipping method](https://guide.openfoodnetwork.org/hungarian/basic-features/shopfront/shipping-methods) with the same tag (which was at a discounted rate).&#x20;

The default and complementary tag rules would be:

Default: Shipping Methods tagged thankyouweek1 are NOT VISIBLE\
Rule: For customers tagged thankyouweek1 Shipping Methods tagged thakyouweek1 are VISIBLE\
\
\ <br>
