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New Customer Sign Up



A new customer only needs to provide their name and phone number to sign up. 


Opt In: A text message asking them to opt in to receive offers gets sent to them right away (unless they uncheck the checkbox underneath the phone number text). The customer can then reply "Yes" to receive future offers and announcements. Encourage customers to opt in to text messages by telling them to respond to the initial opt-in text message with a "Yes".



Returning Customer Check-In



When a returning customer checks in to the Loyalti system for the first time, they are asked to confirm their name.


Opt In: A text message asking them to opt in to receive offers gets sent to them right away (unless they uncheck the checkbox underneath the phone number text). The customer can then reply "Yes" to receive future offers and announcements. Encourage customers to opt in to text messages by telling them to respond to the initial opt-in text message with a "Yes".


Awarding Stamps



To add a stamp for a customer, have the customer check in with their phone number. The screen will then prompt the customer to turn the screen to get stamped. Stamp the screen to award a stamp. 


Note: While stamping, make sure not to touch the screen with your fingers (this distorts the pattern recognition of the stamp and it won't be issued). In certain cases the system might return an error, in that case just click ok and try stamping the screen again.



Awarding Multiple Stamps



To add more than one stamp for a customer continue stamping the punchcard screen for each stamp you would like to award. 


Note: While stamping, make sure not to touch the screen with your fingers (this distorts the pattern recognition of the stamp and it won't be issued). In certain cases the system might return an error, in that case just click ok and try stamping the screen again.

 


Awarding Multiple Stamps by Manually Adding Number of Stamps


To add more than three stamps for a customer continue stamping until the screen prompts you to manually enter how many more stamps you would like to award.


Note: The number you enter is how many additional stamps you would like to award, not how many stamps in total. To keep track, see the number for "Total stamps in this transaction" at the top of the window where you enter the number of additional stamps. If you do not need to add more than three stamps, when prompted to add additional stamps just hit cancel and the customer will be awarded only three stamps. 



Reward Redemption



If a customer has enough stamps to be eligible for a reward, upon checkin they will be taken to the rewards screen. On this screen all the rewards available to them will be listed. The customer can always choose to save up their stamps by clicking on the "Maybe next time" reward link.


If a customer decides to redeem a reward, all they need to do is select the reward they want to redeem and click redeem. At this point they'll turn the screen over to the staff so that the staff member can see which reward the customer wants to redeem. To confirm redemption just stamp the screen; this will deduct the corresponding number of points from the customer's point total.


You'll also notice that the "Add Stamp" button appears after the reward is redeemed. You can click on this button if you'd like to provide the customer with additional points for the day (for example if they redeemed a reward for a free item but also made other purchases besides the free item.)



Campaign Offer Redemption



Customers can receive offers either through automated campaigns or a custom promotion. If a customer has such an offer associated with their account, that offer will be presented to them when they check in. If the customer chooses to redeem the offer all they need to do is click redeem and turn the screen towards the staff so that the staff member can see which offer is being redeemed. To confirm redemption just stamp the screen. This will mark the reward as redeemed and the customer will not be able to reuse the offer.


Customers can always skip the offer redemption by clicking next time.


Note: Make sure to stamp the screen to confirm the redemption, if this step is missed, the customer will be able to use the offer more than one time.



Email Bonus



As a customer returns to the store for subsequent visits we try to get them to provide their email address. In the event that the customer provides the email you'll notice an extra stamp is automatically added - the additional stamp is the bonus given for the email.


The customer can also skip this step by clicking next time. There is no requirement for them to provide their email to continue to earn points.



Input Customer Birthday



When a customer checks in after their fifth visit, the system will prompt them to enter the month and day of their birthday. If you have the Birthday Auto Campaign set up, the customer's birthday information is used to automatically send the customer an offer on the week of their birthday. 


Note: If the customer would like to add their birthday prior to their fifth visit, have them log in to their Loyalti account here: https://loyalti.com/mypoints/ and they will be prompted to enter their birthday if that information is not already in the system.