Overview
The Secret Menu feature, an optional perk found within the Order Experience Builder in the Client Portal, enables you to reserve a portion of your menu for specific guests by setting a perk directly on a guest account or through a targeted campaign. This feature is an excellent way to build guest loyalty while increasing profitability, as the experience isn’t tied to discounts. The upgraded Secret Menu feature is now available to clients who have Online Ordering and Loyalty. Let’s go over the Secret Menu feature in detail to help you make the most of this capability.
What are the Requirements for Secret Menus?
In order to use the Secret Menu feature, clients must have Online Ordering and Loyalty and be on Order Experience Builder.
What Needs to Be Configured First?
The following instructions will walk you through the steps involved in setting up the Secret Menu feature in the Client Portal. Please note that the first step below needs to be completed by a Paytronix user. Once the Secret Menus have been added as a perk, clients will be able to configure them to meet their campaign needs.
1. Create a new perk within the Client Portal, and choose a name for it. Note that some of the default attributes will already be filled in and should not be modified.
2. Add Secret Menu to the available perks for the loyalty card template. Perks is multi-select, so you can select multiple options by holding Ctrl or Shift. If you are setting up multiple Secret Menu perks for different purposes, you may want to increase the number of perks a user can have.
How Do I Set Up Secret Menus?
1. To turn on Secret Menus for the guests at the merchant level, go to the General Settings.
2. From there, navigate to Online Ordering, then Menu, then Menu Tags.
3. You will need to enable Menu Tagging if it is not already being used.
4. Create a new tag.
5. Check the box for Secret Menu, and choose the appropriate perk.
6. Finally, save your changes.
How Do I Tag Menu Items?
1. Navigate to the base menu if you are using Enterprise Marketing Management (EMM). For non-EMM users, this section will need repeated for each site.
2. Scroll to the tags section, and click on Manage.
3. Choose Configure Items.
4. Tag the items you wish to be hidden or shown based on whether guests have the associated perk on their account.
How Do I Assign Perks to Users?
While this will vary based on the client use case, perks can be set by a guest during registration or through recent work that allows them to be set through the campaign tool. Some examples are below. Please see the Set or Remove Perks articles under Additional Resources for additional information.
1. View a menu as a guest or a user who does not have the perk set on their account. Please note that the pizza category only contains two items.
2. Assign a perk to a user. Typically, this will be done with a campaign but specific users can also be verified using Account Lookup.
3. Login as the user with Perks, and note whether the item tagged for Secret Menu shows up.
For assistance with set up or other questions, please contact your Paytronix representative or email [email protected].
Additional Resources
How Can I Drive Loyalty with Secret Menus?
Secret Menu Frequently Asked Questions
What is Paytronix Perks?
How Can I Add or Remove Perks?
Perks Frequently Asked Questions