Use the General tab (Figure 17) to:
• Configure the system to gather additional information about the member.
• Determine how many times a member can earn rewards in one day.
• Configure the number of minutes to hold a connection when the store is using a dial-up ISP.
Company-Defined Member Fields
Aloha Loyalty enables you to capture plenty of information about a member so that you can manage your Aloha Loyalty program; however, there are times when you want to know something else about your mem-ber. For example, you might want to know their favorite dessert, shirt size, favorite sports team, even col-lege alma mater. You can configure the system to capture up to ten additional pieces of information from the member.
Field 1 through Field 10 — Designates the labels for the user defined options that can appear on the sign-up voucher in the Aloha Loyalty Member application and in MemberLink. For example, type “T-shirt Size” to collect the t-shirt size of the member. Try to make this as descriptive as possible for the member.
The names entered here appear on the Member Profile tab and Enter Member Profile Information screen.
Additionally, these labels appear on the Profile page in MemberLink.
You can configure your company-defined member fields as text boxes in which a member types text, or as a drop-down list in which the member selects answers from a pre-defined list.
Figure 17 General Tab
Free-form text — Indicates the company-defined member field is a text box in which the member types their answer. You are at the mercy of a member typing their answer. If you want specific answers from your questions, use the ‘Pre-defined’ option.
For example, you ask ‘Favorite Ice Cream.’ You can receive many different variations of the word choco-late. If you run a query for chocolate, only members that spelled the word exactly as you are querying appear. If you provide the member with a list, you control the choices for more accurate queries.
Pre-defined — Indicates you are providing the customer a drop-down list from which to select an answer.
The pre-defined answers are a good way to control the data you get from your users. You define the answers by clicking to enter your options in the text box.
Type an answer in the text box at the bottom of the screen and click Add. Repeat until you add all possible answers. If you need to delete the text, select the answer in the list and click Delete. After adding your list of possible answers, click Close to return to the General tab.
Other Settings
Contains options that enable you to configure how many times you can assign the member to a check before prompting for manager approval, and how long Aloha Loyalty will hold a connection after connect-ing to the Aloha Loyalty data center.
You can use the additional information you are capturing for your company as an alternate form of identification. For example, if you have an existing loyalty program, you can use ‘Field 1’
through ‘Field 10’ as a way to allow existing members to use their older cards. Title it a descrip-tive name, such as ‘Former Card Number.’ Contact Aloha Insight support for more information on importing existing members into Aloha Loyalty. Aloha Insight support facilitates this process.
Be sure to enable this option as an alternate form of ID on the Member Profile tab, so that a mem-ber can use their old cards as identification.
Figure 18 Company-defined Profile Field Answers
Members can be assigned to a check X times per day unless approved by a manager — Indicates the number of times you can assign the same Aloha Loyalty member to different checks on a single business day before prompting for manager approval. You can type a number from 0 to 100 in the text box. If you want to assign the Aloha Loyalty member to a check an unlimited number of times, type a zero in the text box.
You can use ‘Members can be assigned to a check X times per day unless approved by a manager,’ to pre-vent employees from using their own card, or a friend’s card, to get bonus points.
Deleted members will not count toward max checks per day — Indicates deleting the Aloha Loyalty member from a check does not count toward the number of times the member can be assigned to a check.
Hold the connection for new transactions X minutes — Indicates the number of minutes you want to hold a connection with the Aloha Loyalty data center. You can enter up to 99 minutes; however, you should check with your ISP to determine the amount of time a connection can be maintained without any activity.
If you have another transaction within the time frame, the time resets back to zero and starts over.
For example, you enter 10 minutes in the ‘Hold the connection for new transactions’ text box. You autho-rize an Aloha Loyalty transaction that requires your store to connect to the central database at 12:00 p.m. If you do not have another transaction in the next 10 minutes, the line disconnects. However, in this example, if another transaction occurs at 12:09 p.m., the time resets and does not disconnect until 12:19p.m., barring any further transactions.
If you are using Aloha Stored Value, you must enter the same time on the General tab as you do in the
‘Hold the connection for new transaction X minutes’ text box on the Connection Settings tab. The system verifies the two times are the same. If the times are different, you receive a prompt asking you to verify you want to change the setting. If you select Yes on the ‘Hold Transaction Settings Changed’ message box, the Gift Card Store Configuration wizard is updated to reflect the number entered here. If you click No, the settings are not saved and you return to the General tab.
To configure the General tab:
1. Type the custom text in Field 1, if your are using custom fields. You can define up to ten custom fields. Refer to Company-Defined Member Fields for more information on using custom company fields.
2. Select Free-form text to require the user to enter their answer in a text-box, or Pre-defined to cre-ate a list of answers from which the member can make a selection. If you select Pre-defined, click
and type an answer in the text box. Click Add and repeat until you add all possible answers.
3. Repeat Steps 1 through 2 until you configure all your company-defined fields.
4. Type the number of times you can assign the Aloha Loyalty member to a check before needing approval from a manager.
5. Select Deleted members will not count toward max checks per day to not include the incidence where you delete the Aloha Loyalty member from a check toward the maximum number of times you can assign the member to a check.
6. Type the number of minutes you want to hold the connection after connecting to Aloha Loyalty to process a transaction.