Loyalty Setup

Create earning rules to determine how patrons accumulate points and redemption rules for patrons to cash in these points for discounted products.

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Create a Loyalty Program

• Create Earning Rules
• Create Redeeming Rules

Create Earning Rules

1. Log on to the Web Dashboard. Once signed in, select Marketing > Loyalty > select the Rules tab on the far right:

2. Under the Earning Rules section, click on the Add Rule button:

3. This will prompt a pop-up to appear where you will need to fill in the following information:

Rule Name: Input the name you would like to be displayed to the user to explain how they can earn their stars. An example of this is: “Earn 10 points per Coffee.”

Stars Amount: Input the amount of stars you would like the customer to earn for this rule.

Earning Type: Select if you would like the earning rule to be Order Based, Product Based, or Category Based.

Order Based Type: With this reward type, earnings are collected at a flat rate on an entire ticket.

Product Based Type: With this reward type, earnings are collected based on orders of specific products, which you will need to select below.

Category Based Type: With this reward type, earnings are collected based on orders of products in specific categories, which you will need to select below.

Flat Amount: Select if you would like the earning rule to be a Flat Amount or a Multiplier.

Flat Amount: If selected, then the stars amount you inputted above will be applied to each order the patron places that satisfies this rule.

Multiplier: If selected, then the stars amount you inputted above will be interpreted as a multiplier. For example, if the stars amount is set to 2, patrons will earn 2x the stars for each dollar spent that satisfies this rule.

4. Once you have finished filling in the fields, click Add:

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Edit a Loyalty Program

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Loyalty Program Settings

1. Log on to the Web Dashboard. Once signed in, select Marketing > Loyalty > > select the Rules tab on the far right:

2. Under the Loyalty Rules Settings section, click Edit:

3. A pop up will appear where you are able to modify the One Earn Rule per Payment setting.

4. Once you have finished, click Save.

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Modify Earning Rules

1. Log on to the Web Dashboard. Once signed in, select Marketing > Loyalty > select the Rules tab on the far right:

2. Under the Earning Rules section, locate the rule you wish to modify > click Edit:

3. This will prompt a pop up to appear where you can edit the following information for the rule: Rule Name, Stars Amount, Earnings Type, Flat Amount, and Products or Categories.

4. Once you have finished making your desired modifications, click Save.

5. If you would like to delete the rule, click Delete:

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Modify Redeeming Rules

1. Log on to the Web Dashboard. Once signed in, select Marketing > Loyalty > select the Rules tab on the far right:

2. Under the Redeeming Rules section, locate the rule you wish to modify > click Edit:

3. This will prompt a pop up to appear where you can edit the following information for the rule: Reward Name, Stars Amount, Reward Type, Discount Type, Discount Amount, Maximum Dollar Value, and Categories or Products.

4. Once you have finished making your desired modifications, click Save.

5. If you would like to delete the rule, click Delete: