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Configuring the Rewards Tab

In document Aloha Loyalty User Guide (Page 55-58)

Use the Rewards tab to configure:

• The maximum number of rewards that you can issue on one transaction.

• The way Loyalty handles a queued reward.

• The way Loyalty rounds your points-based plans. (Figure 16)

Figure 16 Rewards Tab

Reward Options

Use these options to configure:

• The maximum number of rewards that you can apply to one transaction.

• The priority of the reward.

• The order in which to apply the rewards on the guest check.

• How Loyalty handles rewards, should the guest check exceed the maximum number on a transac-tion.

• How Loyalty can queue rewards for future use.

A member can participate and earn credit in more than one bonus program on a single visit. For example, a member can participate in a ‘buy five entrees and get one free’ reward plan, and ‘get a free dessert on your tenth visit’ reward plan. The member could conceivably be eligible for two rewards on the same visit. You determine the maximum number of rewards a member can receive on a single transaction, and if Loyalty queues any extra rewards until the next visit.

Maximum Number of Rewards that can be Applied to a Guest Check in one transaction — Con-tains the maximum number of rewards you can issue to a member on a single transaction. If the member exceeds the number of rewards, you can elect to queue the rewards for future use by selecting ‘Allow Rewards to be queued for Future Visits.’ To allow your Loyalty member to be eligible for unlimited rewards on a guest check, type the number zero; otherwise, type a positive number in the text box.

Apply the Rewards first to check when maximum reward per check threshold is met — Indicates the bonus plan reward that gets issued on the check. You can apply a reward based on the priority established in the Bonus Plan Setup wizard, or apply a reward based on when it was earned. For example, the member can only receive one reward per visit. On this particular visit, they earned a free entree on bonus plan A, and a free dessert on bonus plan B, and had a percent off the entire meal reward they earned on a previous visit on bonus plan C. If you issue rewards based on priority, Loyalty checks the priority of the reward established in Bonus Plan wizard and uses that criteria as the deciding factor when issuing rewards. You can select either highest priority or lowest priority. You can also issue the reward based on when the mem-ber earned the reward. If you issue rewards based on when they are earned, and select ‘Oldest’ from the drop-down list, Loyalty checks to see when the reward was actually earned and issues older rewards first.

Select one of the following options from the drop-down list:

Highest Priority — Distributes rewards in ascending order of how they are ranked in the Bonus Plan Setup wizard. Rewards ranked as a ‘1’ get distributed over a reward ranked as a ‘2’.

Lowest Priority — Distributes rewards in descending order of how they are ranked in the Bonus Plan Setup wizard. Rewards ranked as a ‘2’ get distributed over a reward ranked as a ‘1’.

Most Recent — Distributes the most recently earned reward first. Bases the rewards earned in ascending order of date/time.

Oldest — Distributes the oldest earned reward first. Bases the rewards earned in descending order of date/time.

Allow Rewards to be Queued for future visits — Indicates you want to queue the reward so that a mem-ber can receive the reward on another visit.

Rounding Options

Use these options to configure how Aloha Loyalty rounds rewards. For example, when you use a dollar-based bonus program and a member spends $6.58, you can round up, do not round at all, or round down. If you round up and to the nearest dollar, the member earns $7.00 toward their bonus plan.

Rounding Options for Points-Based plans — Indicates the rounding method you want to use at your stores. You can select from the following options:

Do Not Round — Does not round up or down. For example, a member spends $15.56 and they earn 15.56 points toward their reward.

Round Up — Rounds up to the nearest decimal point. For example, if you round to the nearest tenth cent and a member spends $15.56, they earn 15.60 points toward their reward. If you round to the nearest dollar, they receive 16.00 points toward their reward.

Round Down — Rounds down to the nearest decimal point. For example, if you round to the nearest tenth cent and a member spends $15.56, they earn 15.50 points toward their reward. If you round to the nearest dollar, they receive 15.00 points toward their reward.

The Round Up and Round Down options are dependent on the ‘Round to the Nearest Dollar’ and

‘Round to the Nearest Tenth Cent’ options.

Round to the Nearest Dollar — Indicates you want to round your rewards to the nearest dollar.

Round to the Nearest Tenth Cent — Indicates you want to round your rewards to the nearest tenth cent.

For example, spend $12.46 and either round up to $12.50 or round down to $12.40.

To configure the Rewards tab

1. Type the maximum number of rewards that Aloha Loyalty can apply to a single guest check in one transaction.

2. Select one of the following reward hierarchies to apply to the check:

• Highest Priority

• Lowest Priority

• Most Recent

• Oldest

3. Select Allow rewards to be queued for future visits to allow a member to queue an unused reward to receive it at a later date.

4. Select one of the following rounding options for your rewards. Refer to Rounding Options for more information.

• Do Not Round

• Round Up

• Round Down

5. If you selected either Round Up or Round Down, select to round to the nearest dollar or to the nearest tenth of a cent.

6. Select the General tab to continue with the configuration, if necessary.

In document Aloha Loyalty User Guide (Page 55-58)