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How to create and schedule an in-store deal
How to create and schedule an in-store deal
Omeed Navabi avatar
Written by Omeed Navabi
Updated over a year ago

An in-store deal is a promotion that drives traffic to your brick-and-mortar locations, requiring customers to visit your dispensary to redeem, allowing you to engage and build loyalty with new and existing customers.

Offering an in-store deal involves two steps:


Creating an in-store deal

Let's walk through the steps below to create your deal.

1. Log in to access your WM Admin account.

2. Select the Deals tab from the left navigation menu and click Overview.

3. Click + Promotion in the top right corner.

4. To create a deal, click the Create a deal card button.

5. Here you'll choose how you want customers to redeem this deal (in-store or online). For in-store deals, click the Create in person deal button.

6. Click the +Listings button to select the listing(s) this deal will apply to. You can choose to make this deal available for one listing or multiple listings.

7. Add deal details including title, description, and image to make your deal stand out from the competition.

  • Title: The title is limited to 32 characters and should showcase discounts such as "20% OFF EDIBLES".

  • Description: The description is limited to 500 characters and should contain discount details, restrictions (if any), and a call-to-action to incentivize a purchase.

  • Image: Click the Select image button. Then click Upload image button to add a new image or select from a previously used image below.

NOTE: The recommended image size is 1600px x 900px (16:9 aspect ratio). You'll be able to crop images that are too large or have a different aspect ratio.

8. Select the Promotion type you want to promote on this deal.

  • Storewide: Offer a percentage or dollar amount off your customers' entire cart.

  • Products, brands, and category discount: Offer a discount on a specific set of

    products, brand(s) or category(s)

  • Buy X get Y: If a minimum quantity or purchase amount of a product, category, or brand is met, offer a percentage or dollar amount off. Additional options will appear to select the minimum threshold to meet, which product(s), brand(s), or category it applies to, and what the customer gets.

    • EXAMPLE: "Buy three edibles, get $10 off your entire order."

  • Flower weight round-up: Use this promotion type to round up certain units of measurement. For example, if you want to offer five grams for the price of an eighth this is the deal type you will want to select.

  • Other: Use this deal type if your deal doesn't fall into one of the previous buckets. You'll want to ensure that your deal title, description, and image clearly explain the promotion to potential customers.

9. In the Set Requirements section, you will customize your promotion requirements. The options available will differ based on the Promotion type you selected in the previous step.

Below is a list of possible requirements:

  • Applicable Products, Brands, or Categories that the customer must purchase to apply the promo.

  • The discount/reward the customer will receive if they meet the conditions defined (dollar amount off subtotal, percentage amount off subtotal, or dollar/percentage off specific products).

10. Within Set Requirements you can choose to include Usage limits.

You can limit how many times a customer can use the promotion, and how many times it can be applied:

  • To avoid the risk of an overused promotion, select Limit number of times this promotion can be used in total or Limit to one use per customer.

11. Click Proceed to preview.

12. When you're satisfied with your deal, click Confirm and schedule button.

NOTE: Your deal is created but isn't live yet. Follow the steps in the next section to schedule it.


Scheduling the in-store deal

Continue with the steps below to schedule your deal.

1. On the left side of the Schedule page, you'll see a list of unscheduled deals. Click on the deal you want to schedule, drag and drop the deal into any open slot.

NOTE: To find available dates to schedule your deal, look for days with a + displayed on the date.

2. Use the date picker to select the dates you want your deal active.

3. Select your weekly deal schedule.

  • Every day: This will activate your deal every day during the selected start and end dates.

  • Select days: You can choose to set your deal active on a recurring weekly schedule based on the start and end dates you selected. EXAMPLE: Set 30% off live resin deal campaign dates 9/29 - 10/30, but only set the deal live every Wednesday and Saturday.

4. Click the Next button.

5. Once you're satisfied with your deal preview and schedule, click the Save button.

🎉 Congratulations! 🎉

Your deal is live on the scheduled date(s).

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