Loyalty   

Purpose

The Gift/Loyalty page is used to add and edit Points, Dollar and Around the World loyalty plans.

 

 

myFocus Loyalty Overview

myFocus Loyalty is a web-based loyalty program that centralizes loyalty members and plans into a single database.  Members can accumulate points at one store and redeem them at another. The three different plan types currently offered are a Points Plan, Dollar Plan and Around the World Plan.

 

The Points Plan allows the member to accumulate points towards a reward by ordering selected Menu Items.  A Loyalty Points Filter is established within myFocus that dictates the Menu Items and the number of points each Menu Item counts towards the plan when ordered.  Awards are defined for each plan.  Each Award is associated with a Discount at the store level by assigning it a unique ID.  Each Award has a point value associated with it to determine if the loyalty member qualifies.

 

The Dollar Plan is similar to the Points Plan but instead of assigning points to each Menu Item, the dollar amount of the Menu Item is multiplied by a user-defined factor to determine the number of points the member earns.  A Loyalty Points Filter may be created to restrict the Menu Items that earn points.  If a Loyalty Points Filter is not specified then all Menu Items earn points.  Awards are redeemed the same way as the Points Plan.

 

The Around the World Plan (ATW) is designed to give the member points after a pre-determined number of Menu Items are ordered from the Loyalty Points Filter.  After the items have been ordered, the plan is considered complete and the member completes a “Trip”.  The loyalty member earns points after each trip is completed.  Items ordered more multiple times only count once towards a trip.  Awards are setup the same way as the Points and Dollar Plans.  An example of an ATW Plan would be a bar enticing members to drink each of the 100 beers they have on tap.  After the customer drinks the 100 unique beers, points will be awarded and the next trip will begin.

 

 

Accessing the Gift/Loyalty Window

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

 

Figure m3 Gift/Loyalty Page

 

Figure m3.1 Gift/Loyalty Page Fields

Field

Description

Gift Card Status

This section is only displayed if the user has an active myFocus Gift subscription.

Active Cards

The number of currently activated gift cards. Hint: Clicking on the Active Cards label displays a popup window with a list of active gift cards.

Inactive Cards

The number of available gift cards that have not been activated. Hint: Clicking on the Inactive Cards label displays a popup window with a list of inactive gift cards.

Total Liability

The total current outstanding balance (liability) on all gift cards.

Loyalty Status

This section is only displayed if the user has an active myFocus Loyalty subscription.

Plan Name

The loyalty plan name.

Members

The number of members in the plan.  Hint: Clicking the Members label displays all the customers in the plan in the Manage Members Page.

Value

The total number of points that can be redeemed for the plan.

Measurement

The measurement used for the plan.

Gift Card Reports

The list of accessible gift card reports.

Loyalty Reports

The list of accessible loyalty reports.

Setup Options

Loyalty Plans

Displays the Loyalty Setup Page.

Awards

Displays the Awards Setup Page.

Loyalty Filter

Displays the Loyalty Filter Setup Page.

Manage Members

Displays the Manage Members Page.

 

 

 
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