The loyalty program functionality enables retailers to create programs for their customers to earn loyalty points and stored values on purchases.

• From the Dashboard, click on LOYALTY PROGRAMS or click Loyalty Programs on the left navigation panel. The following screen appears:

  

• The Loyalty Programs screen has Program Name, Type, Last Updated, Associations, and Ellipsis to Edit or Delete the program.

  • Program Name: Name assigned to the program
  • Program Type: Type of program
  • Last Updated: The date when the program was last updated
  • Associations: Promotions using this program
  • Click ... to edit or delete the program

• Search the loyalty program and click on the Program Name to view the Loyalty Program Summary.

  

Program Types

Loyalty programs are two types:

• Points: A standard points program that adds points to every transaction. Points under this program never expire.
• Stored Value: Rewards specific points and rewards based on the consumer's accumulations. These points will expire after a designated period.
  • Stored Value (Monetary): Used to accumulate a stored value in terms of monetary value. This stored value will expire after a designated period.

Create a Program

• On the Loyalty Programs screen, click on Create Program.

  

• Under Details, enter the Program Name, Program Description (Optional), and choose the Program Type.

Points

• Select 'Points' Program Type and click Next.

• Under Advanced Options, configure the following:

  Returns handling type	Description
  Send points message to the POS system for return handling	Select this option if you want the points balance to display on POS
  Do not send points message to the POS system for returns	Select this if you don't want to see the points balance on POS.

  Allow customers to earn and redeem points in the same transaction?	Description
  Yes	Customers can redeem the points earned in the same transaction
  No	Cannot redeem the points earned in the transaction

  Allow program balance to go negative?	Description
  Yes	Upon insufficient points balance, selecting 'Yes' may give over credit
  No	System doesn't allow the points balance to go negative

  Percent based points earning method	Description	Example
  Standard rounding	Replacing a number with an approximate value that has a shorter, simpler, or more explicit representation.	Example 1: 1.1 - 1.4 =1, Example 2: 1.5 - 1.9 = 2
  Ceiling rounding	Rounding up towards the next highest integer	Example 1: 1.1= 2, Example 2: 1.6 =2

  Allow customers to view their program balance on touch points?	Description
  Yes	Customers can view their points program and balance on POS
  No	Can't view their points balance on POS

• Select the Scorecard. Tap here for more info on Scorecards.

• Enter the Scorecard Text that prints on receipt.

• Click Create Program. A message Successfully created program is displayed.

Stored Value

• Select Stored Value (Points) from the Program Type dropdown.

• Enter the 'Points Value'.

  Points value is considered to be a dollar value.

  [!NOTE] Points value should be a single or multiple digits without decimal.

• Choose Expiration Type for the program.

  Expiration Type	Description	Values
  (x) days and time from accumulation date		Enter days (should not exceed a year) and expiration time as in the format displayed on the field
  (x) Fixed date and time	Program will expire from accruing any point after a certain date and time.	Set the expiration to a specific date and time as in the format displayed on the field
  (x) period from accumulation date	Program expires on set period, i.e Months, Days, or Hours	Select the period and enter the value
  (x) day(s) after earned promotion end date	Extend day(s) once the program ends	Limit should not exceed 365 days
  (x) month(s) from end of accumulation month	After end of the program, extend the program in month(s) which should not exceed a year	Limit should not exceed 12 months

• Click Next.

• To configure Advanced Options, refer Points.

• Choose Redemption Locations where customers redeem their accrual.

• Click Create Program.

Stored Value (Monetary)

• Select Stored Value (Monetary) under the Program Type.

• Monetary Value is as follows:

  Cents (0.01$): 1 point accrues 0.01$ Mills (0.001$): 1 point accrues 0.001$

• Choose Expiration Type for the program. Refer to step 3 from the Stored Value.

• Click Next.

• To configure Advanced Options, refer Points.

• Choose the Redemption Locations where customers redeem their accrual.

• Click Create Program.

Edit Program

You can edit the program in either of two ways:

• Go to the Loyalty Programs screen, tap on Ellipsis and click Edit Program. The Update Loyalty Program screen is displayed.

  or

• From the Loyalty Programs screen, click on the Program Name to view the Loyalty Program Summary, and click Edit.

• Click Update Program.

• To cancel the changes, click Discard.

Delete Program

Programs that are not associated to the promotion(s) can be deleted.

• Navigate to the Loyalty Programs, tap on Ellipsis and click Delete Program.

  If the program has accrued value by customers, the accrual will be lost.

  

  If the program doesn't have accrued values, the following message is displayed:

  

Associate the program

You can associate the loyalty program with Any-cardholders and Customer groups, and these associations are configured on the Actions & Rewards tab. This program can be used as a stand-alone condition or combined with product action types.

• For a Promotion, navigate to Customers tab and select any-cardholders or customer groups under Included Customers.

• Go to Actions & Rewards tab and configure the action as follows:

Loyalty Program as a stand-alone condition

To earn and burn points and stored values in a transaction, follow the steps:

• Select Loyalty Program Action under the Action Type.

• If the Action Type is Points Amount Met, The Loyalty Program dropdown displays all the standard Points program list you have created.

• Search and select the Loyalty Program.

• Enter the value in Points to Meet and then click Save.

  Example: If the customer has accrued '10' points under Points program, the value entered in Points to Meet should not exceed '10'.

• Click Save. The action is configured as follows:

  

• Under Rewards, you can reward Points, Store values, Cashier Message, or Printed Message.

  

• From the following example, let's check how rewards work for a customer:

  Loyalty program action	Loyalty Program	Points to meet	Reward	Loyalty program	Accumulate / Redeem	Points	Remarks
  Points amount met	'X' points program	100	Points	'X' points program	Any	Any	-
  Points amount met	'X' points program	100	Stored value	'Y' stored value program	Any	Any	The points are converted into stored values. Points from the 'X' program are transferred to the 'Y' program
  Points amount met / Stored value amount met	'X' points program	100	Cashier message	-	-	-	Displays message according to the condition set
  Points amount met / Stored value amount met	'X' points program	100	Printed message	-	-	-	Message that prints on the receipt
  Stored value amount met	'Y' stored value program	100	Points	'X' points program	Any	Any	The stored values are converted into points. Stored values from the 'Y' program are transferred to the 'X' program
  Stored value amount met	'Y' stored value program	100	Stored value	'Y' stored value program	Any	Any	No use
  Stored value amount met	'Y' stored value program	100	Stored value	'Z' stored value program / 'A' Monetary program	Any	Any	Stored values are transferred from 'Y' to 'Z' or converted from 'Y' to 'A'

Loyalty program action in combination with product action types

A simple example of product and loyalty program actions with reward combinations is explained below. Follow the steps to accumulate or redeem points and stored values with other action and reward combinations:

• Configure the Loyalty Program Action and Product Action from the Action Type.

  Considering Points amount met and Purchase Quantity as actions.

  Product action type	Quantity	Loyalty program action	Points met	Remarks
  Purchase Quantity	20	Points Amount Met	100	-

  Configure actions and then click Save.

  

• Choose a reward for the Purchase Quantity action and the Loyalty Program.

  Considering Percent off and Stored Value as rewards.

  Reward type	Reward	Loyalty program type	Points / Monetary	Accumulate / Redeem	Distribution type
  Percent off	2%	Stored Value	20	Redeem	Percent Earned = 1%

  Configure rewards and then click Save.

  

• The Promotion is configured as follows: