Use the General tab to configure the name and bonus plan type. Configuration options vary by the bonus plan selected. For example, when you select an Items-based bonus plan type you have specific options that pertain only to an Items-based bonus plan; however, if you select Lottery-based bonus plan, you receive a
different set of options. In the following definitions, the bonus plan type associated with the option is in parenthesis to the right of the option name. If it applies to all bonus plans, it is denoted with the word (all). Refer to Figure 21 for an example of the General tab.
Active
Indicates an active bonus plan. If you create a new bonus plan, the bonus plan defaults to active. To make the bonus plan inactive, clear the check box.
Name (all) — Identifies the bonus plan. Type a unique name to identify the bonus plan, such as “200 Point Club.” You can type up to 50 characters in the text box. This is the name that identifies the bonus plan on reports and prints on guest receipts; therefore, use a name that is descriptive and customer friendly. You configure the information that prints on guest receipts or vouchers in the Loyalty Configuration wizard. Description (all) — Describes the purpose of the bonus plan. Enter an optional description, such as the purpose of the bonus plan, and reward incentives. You can type a description up to 300 characters. The description entered is not used on any of your reports.
Bonus Plan Type (all) — Indicates the type of bonus plan. The type of bonus plan selected determines how the member earns credit toward a reward. You can select from the following bonus plan types:
Be My Guest-based — Indicates the bonus plan rewards the guest on their next purchase. For example, you can create a bonus plan that rewards a guest with 100% off on their next visit. Currency-based — Indicates the bonus plan rewards the member based on the amount of dollars spent in your restaurant. For example, you can create a bonus plan that rewards the member for every $100.00 they spend.
Employee Comp-based — Indicates the bonus plan rewards an employee with a comp on their meal purchase. For example, you can create a bonus plan that rewards an employee with a 50% discount on an entree.
Frequency-based — Indicates the bonus plan rewards the member based on the number of times they visit your store. For example, you can create a bonus plan that rewards the member after they visit your restaurant three times, and then again after five visits.
Items-based — Indicates the bonus plan rewards the member based on the items they purchase, such as the quantity of items purchased, or you can track the items they purchase and reward the member after they purchase one of every item in a category. Use an Items-based plan to create a beer tour or dessert tour. For example, to emphasize your new dessert menu, create a bonus plan that rewards the customer after they purchase one of every dessert.
Lottery-based — Indicates the bonus plan rewards the member on an odds-based scale. You can offer your members a one in x chance at earning a reward. For example, you offer a one in 10 chance of winning a free coffee. Keep in mind that each person has a one in 10 chance of winning, so conceivably you could have five members come in and each one win a free coffee. This is not the same as one out of every ten members wins a free coffee. A Lottery-based plan is similar to a slot machine, where each person has the exact same odds of winning.
Points-based — Indicates the bonus plan rewards the member based on the number of points earned for the amount of money spent, or by the item purchased. For example, you can create a bonus plan that rewards the member a point for every dollar they spend, which is a basic one to one relationship. You can also create a Points-based plan where the member earns 10 points for every appetizer they purchase. With any Points-based plan, you set the number of points it takes to earn a reward.
Eligible Items (all) — Indicates the items you want to include in the bonus plan. You can elect to include all items in the bonus plan, or select a specific category for the bonus plan. If you select ‘Select Category,’ you must click and select the item categories included in the bonus plan on the Select Categories wiz- ard. Select one of the following:
Select Category — Enables you to include specific categories of items on the bonus plan. Use ‘Select Category’ to limit the items that earn credit toward the bonus plan. For example, you only want to include appetizers in the bonus plan. You add the category that contains the appetizers via the Select Categories wizard.
All Items — Indicates you want to make all items eligible for the bonus plan. When you create a new bonus plan, ‘All Items’ is the default selection.
Start Date (all) — Indicates the date the bonus plan becomes effective and a Loyalty member can start earning credit toward the bonus plan. ‘Start Date’ defaults to the current date. You can enter a date in the future; however, you cannot enter a date in the past.
End Date (all) — Indicates the date the Loyalty member can no longer earn credit toward the bonus plan. The ‘End Date’ is optional. If you use an end date, verify it is a date in the future and after the date in the ‘Start Date’ text box.
If you are not an existing Aloha Insight customer, you must install Loyalty at the store level before you can view your items and categories in this wizard.