How to set up POS Conditions

This article describes how to set up POS Conditions and use it with ClearLine Marketing Center
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Written by Anastasia
Updated 10 months ago

The primary objective of integrating the Point of Sale (POS) with the ClearLine Marketing Center (CMC) is to provide customers the opportunity to join your loyalty program, use digital coupons, accrue points, and utilize other applications immediately after a POS sale is completed.

Upon completion of a sale on the POS, the Customer Facing Screen (CFS) from CMC will display a Quick Response (QR) code aligned with the widgets you have set up. You have the freedom to select your own options.

For instance: if the sale amount ranges between $15 and $50, you can configure a condition for the CFS to display a coupon offering a 10% discount.

Once all the settings are in place, the process becomes automated.

Note that the use of POS Rules can only be activated after all the system integrations are complete.

Following this, the POS Rules will be visible in your Admin Panel.

To add a new condition, click the "Add Condition" button located in the top right corner:

IMPORTANT! Please be aware that only one type of POS Condition can be applied to one account. Once you've selected a POS Condition for your first rule, all subsequent POS Rules must have the exact same POS Conditions. The use of multiple POS Conditions is currently not supported.

Set up a rule and choose a location for application. Select the POS Condition you want the POS Rule to apply to:

Ensure you've inputted additional information such as the amount, details, or other triggers, as per your requirements:

Example:

Choose one marketing action per POS Condition:

You can select multiple locations for a single POS Condition:

Save and continue setting up rules individually. Once integrated with the POS, all rules will be applied and displayed as a QR code after each sale you complete.

Ensure that your device is connected to the CFS screen.

If it's not, follow the instructions on How to Set up the Customer Facing Screen

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