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  3. Triggers & When to use them

Creating Triggers

Summary

Triggers are used to activate events or features in the OrderMate software. A trigger can be created using a variety of parameters and then attached to the feature it should activate. Some examples where this may be used could be assigning a particular user group to a discount or setting a time frame for a happy hour prices.

Creating a Trigger

Prior to attaching a trigger to a feature such as a discount or a price level, it must first be created from the triggers screen.

Note: Search for 'Triggers' in OfficeMate

A list of existing triggers will be shown, to create a new trigger select the (+) New icon from the top of the screen

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A dialog box will be presented where the trigger can be edited

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Note: Name the trigger something that describes the parameters for the trigger, not what it is to be used for e.g. 'Thursday 4pm - 6pm' instead of 'Happy hour' as this will be clearer for future use and to other users who may wish to reuse this trigger in the future.

Types of Triggers

TRIGGER DESCRIPTION

ACCOUNT TYPE TRIGGER

  • Will activate a feature based on which account type is used to place an order

Account Type Trigger Guide
  • Once the 'Account Type' trigger has been selected, choose from the available 'Account Types' from the drop down menu. Create this trigger for all account types that are required
  • Activate a different price level for tables and takeaway orders

COMPOSITE TRIGGER

  • Will allow a combination of triggers to be included within a single trigger

Composite Trigger Guide
  • Add multiple 'Children' triggers to this trigger by selecting the 'Add' icon. A list of added triggers will be displayed. Choose the 'Activate on' rule by selecting either 'All Triggers' meaning that every trigger must be active to enable the feature, or 'Any Triggers' meaning that any of the trigger will enable the feature that this trigger will be attached to
  • Include all of the dates required to activate a public holiday surcharge

SHIFT TRIGGER

  • Will activate features based on the current shift
  • Once 'Shift' trigger has been selected, choose from the available 'Shifts' from the drop down menu. Create this trigger for all shifts that are required
  • Activate different menu sections for morning and night shifts

*Requires 'Shifts' to be pre configured

TERMINAL LOCATION TRIGGER

  • Will activate features based on the location of the terminal used to place an order
  • Once 'Terminal Location' trigger has been selected, choose from the available 'Locations' from the drop down menu. Create this trigger for all locations that are required
  • Activate a different profile or menu depending on the location of the terminal

*Requires 'Locations' to be pre configured

TIME TRIGGER

  • Will activate a feature based on the current time and/or day of the week

Time Trigger guide
  • Once 'Time' trigger has been selected, choose the parameters of the desired times. Choose either 'All Day' by selecting the tick box, or select a time frame by setting a start time and an end time - Set the months to 'All Months' for this to be enabled all year or deselect any of the months that this trigger should not be active - Set this trigger to be available every day by enabling 'All Week' or deselect the days of the week in which this trigger should be inactive
  • Activate a happy hour price level

DATE TRIGGER

  • Will activate a feature based on a pre-determined date

Date Trigger Guide
  • Once 'Date' trigger has been selected, set the 'Start date' and 'End date' fields. A single date or date ranges can be set using this feature. 'Start time' and End time' may also be required to enable the feature that this trigger will be attached to for only part of the date.
  • To activate a public holiday surcharge

RANDOM TRIGGER

  • Will be activated based on probability.
  • Select 'Random' trigger from the trigger type and then set the desired probability
  • To make a discount combo available to a group of customers at a by chance frequency

CUSTOMER CATEGORY TRIGGER

  • Will activate features based on the category that existing customers are assigned to.
  • Select 'Customer Category' trigger as the trigger type. Choose from the available 'Customer Categories' from the drop down menu. Create this trigger for all of the customer categories that are required
  • To apply an automatic discount to a certain group of customers

*Requires 'Customer Categories' to be pre configured

LIMITED PURCHASE TRIGGER

  • Will restrict a customer from being able to access a feature more than the set limit per day
  • Choose 'Limited Purchase' trigger for the trigger type and then set the limit per day for each price level desired
  • To allow a combo or coupon to only be available a limited amount of times per day.

*Requires 'Combos' to be pre configured

PROPERTY TRIGGER

  • Will become active when varied advanced conditions are met such as account total

Property Trigger Guide
  • Property triggers are an advanced form of trigger that allow a varied mechanism by which something can be considered active. Select 'Property' triggers as the trigger type and then complete set each field with the desired values.
  • To activate a menu section only when the account's total is above a certain dollar threshold, or perhaps a price level is active only on the week of a customer's birthday

*See advanced Property Trigger guide for further information on how to create and use

ITEMS ORDERED TRIGGER

  • Will enable a feature only once the included menu items have been ordered
  • Select the 'Items Ordered' trigger as the type. Select the desired profile. Add either individual items or entire menu sections by selecting the 'Add' icon from the right hand side of the items or sections field. Repeat until all of the required items have been entered. Choose to activate based on 'All' of the items being required to activate the feature (such as a discount once a certain combination of items are ordered) or 'Any' of the items able to activate (such as an automatic discount applied when any one of the items is ordered).
  • Note: if you are triggering a surcharge or discount it would still apply to the entire account, not just the items within the trigger.

Negate: Is an option on many of the above triggers. Choose negate only if the feature or function the trigger will be attached to, is required to be deactivated when this trigger is active.

Can Override: Will allow this trigger to be manually enabled or disabled in WaiterMate.

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