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New Customer Sign Up



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


Ask Customers To Opt In: Encourage customers to opt in to text messages by telling them to respond to the initial opt-in text message with a "Yes", this will allow them to receive future offers and promotions. A text message asking them to opt in to receive offers gets sent to them right away. Once they reply "Yes" they can receive future offers and announcements. 



Awarding Stamps



To add a stamp for a customer, check the customer in with their phone number. Stamp the screen to award a stamp. A customer earns 1 stamp per visit.


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 (Transferring existing paper/member cards)



To add more than one stamp for a customer continue stamping the punchcard screen for each stamp you would like to award. For example if a customer currently has 4 stamps, stamp the screen 4 times to transfer their stamps to the Loyalti system. Once the stamps have been transferred over you can then provide them with an additional stamp for that day's visit.


Reward Redemption



If a customer has enough stamps to be eligible for a reward, upon checkin their rewards will be listed. If the customer would like to save up their rewards for future visits, just click on the "Maybe next time" link.


If a customer decides to redeem a reward, all you need to do is select the reward they want to redeem and click 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. Click this button and provide the customer with the stamp for that day's visit. 


Campaign Offer Redemption



Customers can receive offers either through automated campaigns (currently no automated campaigns are enabled for PNB RCI) 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 you need to do is click redeem. 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.


You can always skip the offer redemption by clicking next time if the customer does not want to redeem the offer


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. Let the customer know that by sharing their email they will earn an extra stamp and they will also be able to receive any future offers, announcements or promotions. 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.


You can also skip this step by clicking next time if the customer does not want to provide their email. 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 ask for their birthday month and day. 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.