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      How to add a SmartOffer to your Kiosk Flow

      Enhancing your customer’s kiosk experience with redeemable SmartOffers is a breeze with Patch. Follow these steps to integrate new offers into your Kiosk Flow seamlessly.

      In this article:

      1. Steps to Create a SmartOffer Page
      2. Allow Points to be Edited Directly from the SmartOffers Page
      3. Setting Up Security Codes

      Steps to Create a SmartOffer Page:

      1. Log In:

        Access your Patch account through the portal.

      2. Navigate to Kiosks:

        Select the ‘Kiosks’ module and choose the Kiosk Flow you wish to update.How to add SmartOffer to Kiosk1.png

      3. Open Kiosk Editor:

        Scroll to the ‘Offers Page’ within the editor.

      4. Add SmartOffers:

        Click on ‘Add New SmartOffer’ in the ‘Page Settings Tab’ under ‘SmartOffers’. (For details on creating a SmartOffer, click here.)How to add SmartOffer to Kiosk2.png

      5. Select Offers:

        Choose the desired SmartOffers from the pop-up list and click ‘Select’.How to add SmartOffer to Kiosk3.pngHow to add SmartOffer to Kiosk4.png

      6. Edit Images:

        Modify the ‘Default Offer Image(s)’ if necessary.

      7. Add Loyalty Punchcard:

        If using ‘Loyalty Offers’ or other custom punchcards, add a new punchcard by clicking ‘+ ADD NEW PUNCHCARD’.How to add SmartOffer to Kiosk5.png

      Allow Points to be Edited Directly from the SmartOffers Page:

      This feature enables Kiosk operators to directly add points to a customer's punchcard at the Kiosk during the check-in process.

      Enable Point Editing:

      Check “Allow this page to edit points”.

      Security Code Requirement:

      Decide when a security code is needed for point edits:

        • Never: No code needed (not recommended).
        • When Points Modified: Code required when added points are changed.
        • Always: Code needed for any point edits.

      Setting Up Security Codes:

      1. Access Advanced Settings: 

        In ‘Page Settings’, go to the ‘Advanced’ tab.

      2. Add Security Code: 

        Click ‘+ ADD NEW CODE’ under ‘Security Codes’.

      3. Input Security Code


        Enter your security code and an optional note.

      4. Save Changes

        Click ‘SAVE’ to apply changes.

      Finalizing Your Kiosk Flow:

      After setting up your SmartOffers and security codes, don’t forget to deploy the updated Kiosk Flow to your devices. For guidance on deployment, click here.

      Customer Support

      If you need help or need assistance determining next steps, please contact our Customer Support team by phone at 888.605.4429 or email at success@patchretention.com.