# Loyalty and campaigns

Source: https://docs.neropay.app/neropos/loyalty-and-campaigns
Last updated: 2026-05-19T13:56:49+00:00

### **How to get there**

From your dashboard, follow this path:

**NeroPOS → Campaigns**

### **Dashboard summary**

At the top of the page, you'll see a live snapshot:

| Metric | What it shows |
| --- | --- |
| **Customers** | Total saved customers in your account |
| **Active promotions** | Number of currently active promotions |
| **Gift-card balance** | Total outstanding balance across all issued gift cards |
| **Loyalty** | Whether your loyalty programme is on or off |

### **Tab 1 — Promotions**

Promotions is your central discount engine for in-store POS, online ordering, and bookings. Create one reusable offer with flexible rules so staff and customers always understand the offer.

**How to create a promotion**

Click **+ Create promotion** and fill in the following:

| Field | What to enter |
| --- | --- |
| **Name** | Internal name for the promotion — e.g. Weekend dining offer |
| **Code** | Customer-facing code — e.g. WEEKEND50 |
| **Promotion type** | e.g. Discount |
| **Discount type** | Fixed amount off or Percentage |
| **Fixed amount / credit** | Amount to discount if using fixed type |
| **Percentage** | Discount percentage if using percentage type |
| **Minimum spend** | Minimum basket value before the discount applies |
| **Maximum discount** | Optional cap on the discount amount |
| **Per-customer limit** | How many times one customer can use the code |

**Where the offer can be used — Channels:**

- NeroPOS 
- NeroWeb 
- NeroBooking

**Order types:**

- Delivery 
- Collection 
- Dine-in 
- Booking

**Product and category rules**

Apply the promotion to specific products or categories only — leave empty to apply to the whole basket.

**Buy X get Y rules**

Set a Buy quantity and Free quantity for buy-one-get-one or similar promotions.

**Time and customer rules**

Restrict the promotion to specific days or times, and limit it to certain customers if needed.

> 📸 *![](https://docs.neropay.app/contents/docs/medias/2026/05/ee66fa24f6db8a2661e0b8dd826093d0.png)
> ![](https://docs.neropay.app/contents/docs/medias/2026/05/5439c13866f7f5a46da33fc4eccf6afc.png)*

> 💡 **Example:** Create a "Happy Friday" promotion with code TGIFFF — 10% off, minimum spend £12, available on NeroWeb only, on selected days.

### **Tab 2 — Gift cards**

Issue branded NeroPay digital gift cards that customers can spend across your approved channels.

**How to issue a gift card**

Click **Issue gift card** and fill in:

| Field | What to enter |
| --- | --- |
| **Recipient name** | The customer's name |
| **Initial balance** | The starting value — e.g. £50.00 |
| **Recipient email** | Email address to send the card to |
| **Recipient phone** | Phone number for SMS delivery |
| **Design** | Choose a card design — e.g. Nero Midnight |
| **Expires** | Set an expiry date |
| **Status** | Active or inactive |
| **Can be spent on** | Tick NeroPOS, NeroWeb, and/or NeroBooking |

Click **Save gift card** — a 16-digit card number is generated automatically.

> 📸 *![](https://docs.neropay.app/contents/docs/medias/2026/05/d32dcf1709d95a141f98daf28e79bb5d.png)*

**What the customer sees**

The customer receives a branded digital gift card showing:

- Card balance and 16-digit number 
- Gift-card code (hidden by default — customer clicks to reveal) 
- Where it can be used — NeroPOS, NeroWeb, NeroBooking 
- Expiry date 
- Transaction history 
- **Add to Apple Wallet** option

> 📸 *![](https://docs.neropay.app/contents/docs/medias/2026/05/3fc7308e46f374b28433e26e1f810fdb.png)*

**How a customer uses a gift card at checkout**

On NeroWeb checkout, the customer enters their 16-digit card number in the **Discount code or gift card** field. If the card number is recognised, the gift-card code field will appear for them to complete the payment.

> 📸
> ![](https://docs.neropay.app/contents/docs/medias/2026/05/c2dae6a4c178c38ba4dc2356ebb4dac3.png)

**How to accept a gift card on the EPOS**

- At the payment screen, tap **Fees** 
- Select **Discount** 
- Enter the gift card number or promotion code in the **Discount code or gift card** field 
- Tap **Apply**

> 📸
> ![](https://docs.neropay.app/contents/docs/medias/2026/05/c59a09fb998f10f23bc5713f1030be7c.png) 
> ![](https://docs.neropay.app/contents/docs/medias/2026/05/e71ee80a765a691ec8577351cc5dbfeb.png)
> ![](https://docs.neropay.app/contents/docs/medias/2026/05/3c5c7bfb665182560574e9e2b5bf1803.png)**

**Topping up a gift card**

To add more balance to an existing gift card:

- Go to **NeroPOS → Campaigns → Gift cards** 
- Find the card in the list 
- Click **Add balance** 
- Enter the amount to add and an optional internal note 
- Click **Add balance** to confirm

> 📸 *![](https://docs.neropay.app/contents/docs/medias/2026/05/0a567d3b023a981c2292525d7d1b609c.png)*

### **Tab 3 — Loyalty**

Set up a loyalty programme to reward customers for repeat visits. When enabled, customers earn points that can be redeemed against future orders.

**How to get there**

**NeroPOS → Campaigns → Loyalty**

> 📸 *![](https://docs.neropay.app/contents/docs/medias/2026/05/f6d03a4d6045438fe3b5bae5f08a3f57.png)*

### **Tab 4 — Campaigns**

Send professional email or SMS campaigns to your customers — connected to your promotions for a targeted, measurable approach.

**How to create a campaign**

Click **Create campaign** and fill in:

| Field | What to enter |
| --- | --- |
| **Campaign name** | Internal name — e.g. Weekend offer |
| **Channel** | SMS or Email |
| **Attach promotion** | Link an existing promotion to the campaign |
| **Template** | Choose a message template |
| **SMS / Email message** | Write your customer-facing message — keep it clear and compliant |

**Choosing customers**

Use the filters to select who receives the campaign:

- Search by name, phone, email, or postcode 
- Filter by **Recently not sent** to avoid re-contacting the same customers 
- Filter by address or city 
- Use **Select visible** to select all matching customers or pick individually

> ⚠️ **Note:** SMS is sent only to customers with a valid mobile number. Campaigns do not auto-send to the first 50 matches — you must select customers manually.

**Daily limits**

Your daily sending allowance is shown in the panel:

- SMS remaining today 
- Email remaining today

Once ready, click **Queue campaign** to schedule delivery, or **Save draft** to come back to it later.

### **Part 5 — Sending bulk notifications via Customers**

Once your campaign or promotion is set up, you can also send bulk notifications directly from the Customers page.

**How to get there**

**NeroPOS → Customers**

Click **Send bulk notification** at the top right of the Customers page.

**How to send a bulk notification**

- Choose your channel — **SMS** or **Email** 
- Use the filters to find the right customers: 

- Search by name, phone, email, or address 
- Filter by city or postcode 
- Use **Not sent in last X hours** to avoid re-contacting customers too soon 
- Select customers using: 

- **All matching** — selects the first 50 eligible matches 
- **This page** — selects only customers visible on screen 
- Individual checkboxes to pick manually 
- Choose a **template** — for example, *Store open today* 
- Edit the **message** as needed 
- Click **Send bulk notification**

> ⚠️ **Important notes:**
> 
>  
> 
> - Bulk sends run in batches of **50 customers**. If you need to reach more, send again using the **recently-not-sent** filter to continue with the next batch 
> - Customers without a saved mobile number will show as **Unavailable for this channel** and will be skipped automatically 
> - All messages are sent from **NeroPay** as the sender name — this cannot be changed 
> - Your daily SMS and email allowances are shown at the top of the panel

> 📸 *![](https://docs.neropay.app/contents/docs/medias/2026/05/d0a24af12ed91482268fccfc27ed45fd.png)*

### **Frequently asked questions**

**Q: Can I use a promotion on both NeroPOS and NeroWeb at the same time?** A: Yes. When creating a promotion, tick both NeroPOS and NeroWeb under Channels. The same code will work across both.

**Q: Can a customer use a gift card and a promotion code together?** A: This depends on your promotion rules. If the promotion allows combined use, yes — the gift card covers the balance and the promotion applies the discount separately.

**Q: Can I add more money to a gift card after it's been issued?** A: Yes. Go to Campaigns → Gift cards, find the card, and click Add balance.

**Q: What happens if a gift card expires before the customer uses it?** A: The card becomes inactive on the expiry date. Contact support if you need to extend or reactivate a card.

**Q: Is there a limit on how many campaigns I can send per day?** A: Yes. Your daily SMS and email allowances are shown in the Create campaign panel. Contact support if you need higher limits.

*Still need help? Contact us at [support@neropay.app](mailto:support@neropay.app) or create a ticket*