Loyalty Plans

Purpose

The Loyalty Plans Setup Page is used to create and edit Points, Dollar and ATW plan types.

Accessing the Loyalty Plans Setup Page

While logged into myFocus, navigate to Gift/Loyalty > Gift/Loyalty > Loyalty Plans.

Figure 3.2 Loyalty Plans Setup Page

Figure m3.3 Loyalty Plans Setup Page Fields

Field

Description

Select Plan

The plan to edit.

Close

Closes the Loyalty Plans Setup Page.

Status

The plan is active if selected.

Plan Name

The plan name, up to 50 alphanumeric characters.

Plan Type

The plan type: Points, Dollar or ATW (Around the World)

Points

The Points plan is used to assign points to items included in the selected Loyalty Filter. Awards become available once the specified point level is reached for the Award.

Measurement

The name used to measure points for the plan (i.e., Stamps, Beers, Points, etc.)

Description

A description used to identify the plan, up to 50 alphanumeric characters.

Loyalty Filter

The Loyalty Filter used for the plan. Clicking displays the Loyalty Filter Page. NOTE: The Loyalty Filter can be set to “None” on Dollar Plans in order to add points for all items ordered.

Dollar

The Dollar plan is used to assign points to either selected items included in the Loyalty Filter or to all items by setting the Loyalty Filter to “None”. Points in this plan are calculated by the Multiplier. For example, if a Multiplier of 2 is entered and the customer has purchased $50.00, then the points accumulated will equal 100 points.

Measurement	The name used to measure points for the plan (i.e., Stamps, Beers, Points, etc.)
Description	A description used to identify the plan, up to 50 alphanumeric characters.
Loyalty Filter	The Loyalty Filter used for the plan. Clicking displays the Loyalty Filter Page. NOTE: The Loyalty Filter can be set to “None” on Dollar Plans in order to add points for all items ordered.
Multiplier	The factor used to convert the dollar amount ordered to points. For example, if a Multiplier of 1 is entered, then for every dollar the loyalty customer orders, 1 point is earned.

ATW (Around the World)

The Around the World plan is used to encourage customers to try various items included in the Loyalty Filter list. 1 unit is added to the Items in List count for each distinct item purchased in this plan. The customer earns the Points For Trip for the Award once the Items in Trip has been reached. For example, suppose a bar wants its patrons to consume 300 beers from around the world in order to earn an award. For each unique beer, the customer comes one step closer to consuming the desired 300 beers in order to earn the Award. Once the customer consumes 300 beers, they will earn the “Points for Trip” and start on the next trip Around the World.

Measurement	The name used to measure points for the plan (i.e., Stamps, Beers, Points, etc.)
Description	A description used to identify the plan, up to 50 alphanumeric characters.
Loyalty Filter	The Loyalty Filter used for the plan. Clicking displays the Loyalty Filter Page. NOTE: The Points Filter can be set to “None” on Dollar Plans in order to add points for all items ordered.
Items in Trip	The number of distinct items the loyalty customer is required to order before completing the trip.
Points for Trip	The number of points the loyalty customer earns after completing the trip (i.e., reaching the number established in the Items in Trip field.

Awards

The award list used for the plan. Clicking displays the Add/Edit Awards Page.

Edit	Allows the user to edit the Award and Points fields for the Award.
Award	The Award the loyalty customer earns after reaching the pre-determined number of points.
Points	The number of points needed in order to redeem the Award.
Delete	Deleted the Award from the plan.

Add Award to Plan

Displays the Add Awards Page.

Save

Saves current changes to the plan.

Add

Allows the user to add a new plan.

Included Cards

Displays the Included Cards Page to associated loyalty cards to use with a specific plan.

Cancel

Cancels current changes to the plan.