No double dipping!

As you’ve already learned, Upside complements your loyalty program by driving you new customers that can be converted into your loyalty program and increasing engagement from existing loyalty program members. While extra discounts are great for customers, we want to make sure you never pay for more than you should on customer promotions. That's why Upside accounts for fuel promotion-stacking when giving cash back to our users through transaction-level margin calculations and promotion adjustments. 

These adjustments apply to other, non-loyalty discounts as well, as long as we have access to the transaction data needed to identify them. 

Upside offers can only be redeemed once per transaction, no matter where they’re claimed - meaning a user will not earn any extra cash back by claiming an Upside offer through both Upside and a partner app (such as GasBuddy or Uber) on the same transaction.

The loyalty promotion adjustment process

Step 1: Upside user transacts after claiming an Upside offer and a loyalty discount from your program.

Step 2: Post-transaction, Upside identifies that a discount was applied in your transaction data

In order to identify loyalty discounts, you’ll need to ensure loyalty or other discount fields are included in the data feed you provide us!

Step 3: Upside’s promotion amount is reduced by the appropriate amount — ensuring the consumer doesn’t earn more cash back than was intended. You only pay for the new, reduced Upside promotion and your own loyalty discount. We then send the user an email to notify them of the adjustment, explaining that their Upside promotion was reduced to account for the other promotion they redeemed.

Upside gives users a minimum promotion of 1 cent per gallon on all double discount transactions to ensure a positive customer experience.

Step 4: Upside factors the loyalty discount into our calculation of your profitability on the transaction, ensuring your ROI and Upside profit-sharing fees account for this additional discount. 

You can see these adjustments in the margin calculation for applicable transactions in your Upside dashboard.

Accounting for unlabeled discounts

In cases where discounted transactions are not clearly labeled in the processor data feed (for example, pump rollbacks and in-house loyalty discounts), double discounts are captured by our margin calculation post-transaction. Upside always uses the final transaction amount (or net sign price) from your data feed when ultimately calculating your margin, ensuring we never overestimate your profitability. 

However, if a loyalty discount has not been labeled in the transaction feed, we have no way of verifying that a discount was applied. As a result, we don’t adjust the Upside promotion amount paid to the user.

Whenever possible, clearly labeling discounted transactions in your data is optimal for both retailers and Upside. It ensures that we can accurately identify other discounts and avoid giving away too much of your margin!

In summary

• Upside is committed to bringing you new customers, complementing your loyalty program and protecting your profit. 
• By accounting for double discounts, we ensure you’re receiving the full benefit of loyalty members who are also Upside users. 
• By sharing data feeds that clearly label discounted transactions, you provide us with the ability to accurately account for other discounts and maximize your net profit.