📍 Where to Find Deals
Log into the Portal
Select Campaigns in the left-hand navigation
Click the Deals & Upsells tab at the top
Here, you can:
Search for existing deals
Filter by Active or Disabled
Create new deals
View Total Sales (last 7 days)
View Total Orders (last 7 days)
This gives you quick performance insights for all active promotions.
Creating a New Deal
Click Create Deal to begin.
You will move through several setup sections:
Step 1: Overview
This page confirms what type of deal you are creating:
Discount
Combo
Upsell
You can preview the deal experience at any time during setup.
Step 2: Setup
Choose Your Deal Type
Available options:
Combo – Bundle items together at a special value
Percentage Off Check – Apply a discount to the full order
Group Deal – Offer a deal to a specific customer group
AI Automatic Upsell (NEW) – Automatically recommends add-on items during checkout based on customer behavior
🤖 About AI Automatic Upsell
This option uses ordering behavior to suggest relevant add-ons in the checkout panel (right side of the ordering platform). No manual pairing required.
Configuration Options
You can customize:
Specific items included in the deal
Items to exclude (for discounts)
Serving options (pickup, delivery, etc.)
Locations
Platforms (e.g., mobile app only, exclude web)
Customer groups (include or exclude)
Available days and hours
Login requirement
Max uses per order
Step 3: Promo & Display
In this section, you can:
Add a Promo Code (optional)
Define combo group behavior (if applicable)
Customize display settings
Step 4: POS Discount Sync (Important)
If your deal includes a true discount:
✔️ Enable Send discount to POS if you want the discount reflected in POS reporting.
If this is not selected, the discount will apply online but may not reflect in your POS.
Previewing Your Deal
At any point during setup, you can preview how your deal will appear in your ordering experience before publishing.
Best Practices
Double-check platform and location restrictions before activating.
Confirm whether login is required.
If using a discount, ensure the POS sync setting is correct.
Use the 7-day Sales and Orders view to quickly evaluate performance.
Troubleshooting
If a deal is not appearing or functioning as expected, check:
Deal status (Active vs Disabled)
Location or platform limitations
Group inclusion/exclusion
Available hours
Login requirement
POS discount setting
If you recently migrated from the old portal and notice discrepancies, please contact support so we can review configurations.