Popmenu and Toast's integration allows you to harness the power of the Popmenu marketing tools with the structure of your Toast menus. Learn more about the benefits of our Toast & Popmenu integration!
Table of Contents
A. Review and Finalize the Setup of your Toast Menu
We want your guests to easily read and navigate your menus! Popmenu will sync specific menus from Toast into Popmenu. You decide which menu(s) we sync! Consider the following options when preparing for the integration:
Most common choice: Popmenu can import your existing menus. To do this, look through your menus for staff-only items and edit the visibility settings of an item or menu group, to make it not visible to "online ordering partners". (Popmenu will only import items that are visible to online partners.).
If you would like to limit the availability of menus during certain times of day, please make sure to create separate menus in Toast so Popmenu can be configured appropriately!
You may also want to consider separating a large menu into multiple menus. This allows your guests to quickly and easily view different pertinent sections of your menu within online ordering!
Alternative approach: if you intend to offer a much more limited menu through Popmenu, you can create dedicated menus within Toast for the items you want to offer through Popmenu. Toast allows you to add existing items to a new menu, so this option is quick to do. For example, you could make menus called “Popmenu Cocktails”, “Popmenu Beer” and “Popmenu Dinner”.
Menu design for Smart Ordering
Your Popmenu menu is a vital part of the Smart Ordering guest experience. A properly curated menu is very important for increasing sales. We recommend these guidelines:
Use customer-readable names for all menu groups, items, option groups, and options. For example:
Choose a bread
Bottle of Cabernet Sauvignon
6 Chicken Tenders
Write appetizing descriptions that also answer the guest’s questions about size or ingredients. For example, “Three large, crispy, freshly-fried chicken tenders with our house barbecue dipping sauce.”.
The modifiers (a.k.a. “options”) should include all customizations that a guest might want, such as “no onions”, “no cheese”, “dressing on the side” etc. The option group name will be displayed in Popmenu, and the options will be displayed under it.
Popmenu does not currently nest modifiers from Toast. To ensure items appear for online ordering, make sure to remove modifier groups from modifiers. We hope to have this feature in the future!
If there are combo items like “shot and a beer”, make sure there are options to select the shot & select the beer.
The options should only include relevant items. Don’t offer “Gluten-Free Bun” as an option on ice cream. If customers see a long list of irrelevant options, they will distrust the system. If you have large, multi-purpose option groups, such as “Liquor mods”, split them into multiple groups that only contain options guests would want to see. For example, “Whiskey options” and “Tequila options” is a much better guest experience.
For each option group, ensure that Toast’s “Required” and “Multi-select” fields are set correctly.
For example, “doneness” for burgers should have exactly 1 selection. So, set it to “Servers must make a selection for this group” and “Only one modifier may be chosen”. Popmenu will import and enforce these settings.
Optional modifiers such as “no onions” should be set to “This group is optional and is shown on add” and “More than one modifier can be chosen”.
Popmenu will also enforce an option group’s “Min/Max # selections” if you configure that. For example, you can limit customers to a maximum of 3 pizza toppings.
Avoid Time Based Pricing
Popmenu does not support time based pricing per dish. If you do need to offer time based pricing, we are happy to provide you advice!
Contact us at firstname.lastname@example.org if you have any questions or special requests for menu setup.
B. Enable Toast Integration
In Toast, go to My Integrations and click Join Toast Partner Connect. Note that Toast charges $25/month to enable integrations on your account (this is a flat rate, and allows unlimited integrations). If the page says “You Have Toast Partner Connect!” then this step has already been done.
The Popmenu team will be in contact within 1 business day to review the integration and help you review a test order!
B. Set-Up Service Charges
To allow for pickup and/or delivery within Popmenu, you need to create a service charge called, "Popmenu". If you want to offer delivery through Popmenu's in-house or Doordash integration, please create a separate service charge called, "Popmenu delivery".
Follow these instructions to create a Service Charge appropriately in Toast!
C. Decide order fulfillment method
The above setup will allow Popmenu to import and display your Toast menus to guests in Popmenu.
Your orders will be processed through your Toast Terminal --- your staff will receive the order on a Toast Kitchen Display System (KDS) tablet and/or a Toast ticket printer. Your tickets will also be labeled with your Toast dining option Popmenu will configure in your setup call.
Popmenu will configure the fulfillment method as you request. The choice can be different for different prep stations. See details below.
Fulfill orders only via Toast KDS
Popmenu orders behave just like Toast orders: they appear on a Toast KDS screen and print as determined by the Prep Station for their menu. The delivery location appears as a “special instruction” attached to the order.
D. Configure the Toast KDS to display Popmenu orders
Some Toast settings need to be configured, to make Popmenu orders display properly:
1) Configure Popmenu orders to go straight to the KDS, without requiring staff to click “approve”:
In the Toast online settings, go to Online Ordering / Approval / and choose Send orders directly to kitchen. Save and publish.
After publishing, go to a physical Toast terminal at your restaurant. (The exact terminal doesn't matter, but choose one that will always be powered on when the restaurant is open.) Go to the main screen, choose Device Setup, and then enable Order Auto-Firing.
You must do this step on only 1 Toast terminal. If you do it on 2, Toast will sometimes print 2 tickets per order, and display 2 copies of the ticket on the KDS.
Note: If orders are not showing up on the Toast KDS you should also navigate to Setup > Ticket Display Options > Dining Options (on the Toast Terminal) and make sure that the appropriate Popmenu Dining Options are enabled.
The following steps can be done either from a Toast terminal or online.
2) Optional: disable the “New Online Order” notification:
By default, Toast will pop up a notification on ALL Toast terminals when a Popmenu order comes in. The notification popup stays until it is dismissed on each individual terminal. To disable this restaurant-wide notification, go to Other Setup / Notification Setup and turn off notifications for "New online orders".
3) Check that Prep Stations are correctly configured for the Popmenu items. (When using the Toast KDS, Popmenu orders are treated like all Toast orders.
4) The following optional settings affect reports, but have no effect on system operation. In the Toast online settings, go to Online Ordering and:
Set “Online Order Server” to the server who should be assigned the tips from Popmenu orders. You may want to create a separate server named Popmenu, and distribute its tips.
E. Verify Orders Work
Once your Toast integration has been completed and your Toast menu has been synced, the Popmenu team will work with you to place a test order on your Popmenu ordering site. Then:
1) Check that the order appears as a Closed Check on the Payment Terminal screen of a Toast terminal. If not, contact Popmenu support.
2) Check that the order appears on the KDS, if desired. If the order appears in Payment Terminal but not KDS, you likely missed a step in the setup. Also double check that the physical Toast terminal where you enabled "Order Auto-Firing" is online.
3) Confirm the order printed as desired. This is controlled in Toast: set the Prep Stations for the menu items, then set the printers for the Prep Station.
4) Verify that fulfillment info (table, address, guest name, etc) is shown on the ticket in a way that supports your workflow.
The system defaults to showing maximum info: all delivery info is added to the end of the item special instructions (because that's the only place to show extra info on the Toast KDS screen).
If you fulfill orders via the Payment Terminal screen or via printed tickets, you may not need as much info on the KDS screen. The Toast support team can remove it from the KDS screen on request.