TABLE OF CONTENTS
- Enable the Loyalty Program on HQ Admin level
- Points & Rewards Setup
- Associate Points with Items
- Branding - Loyalty Program Name and Icon
- Turn on Touchpoint Gift Card for each store
- Set Gift Card Cash Out Limit
- Create Gift Card Item with Price Options
- One Time Gift Card Value Transfer from Existing Gift Card Vendor
Loyalty setup
Enable the Loyalty Program for your store in local Web Admin
Operations > TouchpointPRO > POS Settings
"Use Touchpoint Loyalty?" - Enables Touchpoint Loyalty on the POS
"Loyalty Screen Default Start" - Displays loyalty sign-in screen at the start of every order
"Prompt Loyalty Login On Checkout" - When going to the tender screen have the system prompt for loyalty signup if customer not loaded yet
Loyalty Settings will only be available on local store level WebAdmin after enabling the Loyalty Program on HQ level.
Managing Loyalty Program
Enable the Loyalty Program on HQ Admin level
Promotion > Loyalty Program > Type > Points by item purchsed (stamp equivalent)
Points & Rewards Setup
Promotion > Loyalty Program > Rewards
Points Schedule :
Define the amount of Points needed to earn rewards: e.g. 1000
Stamp Equivalents for reward (for display purposes): e.g. 10
100 Points get rewarded per ordered item. How many points in total are needed to get a points reward, e.g. 1000 points?
1000 points would mean that after 10 ordered items (10 x 100 Points) the user will get a free Item rewarded.
Signup Reward :
The Signup reward is a one-off reward for a new user. When the User confirms the signup by clicking the link sent via SMS, he will be prompted to claim the Signup Reward. Once claimed, the Reward will be available on the next order.
Give the Signup Reward a Name & Description: Be careful! The rewards name and description will be used in the loyalty app and on the POS, so a typo here will be displayed in all areas!
Define the rewards Type & Amount: For Type ‘Percent’, discount is Amount/1000 * item price, e.g. for a 25% discount enter 250
Define the rewards Type & Amount: For Type ‘Percent’, discount is Amount/1000 * item price, e.g. for a 25% discount enter 250
Visits Reward :
Give the Visits Reward a Name & Description: This is the name and description that will be used for earned point rewards.
Be careful! The rewards name and description will be used in the loyalty app and on the POS. A typo here will be displayed in all areas!
Associate Points with Items
Food & Drinks > Items & Options > Edit Item
or
Food&Drinks > Items Details > prep Dot Colour (Overview of all Items)
Verify that every menu item has the proper number of points associated with it. Then sync it out to all of your stores.
"Stamps per purchase" e.g. 1
Remember the "Points & Rewards Setup" above.
If Points needed to earn rewards = 1000, Stamp Equivalents for reward = 10 and Stamps per Purchase = 1, then a stamp equals 100 points.
Branding - Loyalty Program Name and Icon
Promotion > Loyalty Program > Branding
Customise your Loyalty Program by setting up the Program Name, Slogan, Icon, a Claim Description etc.
Program Icon: The icon must be square, preferably 600 x 600. Smaller scale will work too though.
Turn on Touchpoint Gift Card for each store
Touchpoint Gift Card offers seamless interaction with payment for new guests and loyalty members.
Activate this option for each store using Touchpoint Gift Card individually:
Web Admin (local store, not HQ level) > Operations > TouchpointPro > POS Settings > check “Use Touchpoint Gift Cards?” > SAVE
Set Gift Card Cash Out Limit
This is the maximum gift card value that can be redeemed for cash.
Verify the law in your state of operation to ensure you set the proper maximum value.
WebAdmin HQ level > Operations > TouchpointPro > POS Settings > Gift Card Cash Out Limit > Set the value in cents > SAVE
Create Gift Card Item with Price Options
This is done on HQ level and synced to the individual stores!
Start with creating 1. the Gift Card Price Option, then 2. create the Gift Card Item and finally 3. assign them to each other.
Create Gift Card Prices Option
Cashiers may key in any amount for each gift card, however these options speed order processing by making the most common gift card amount options a single tap.
At the HQ level create your Gift Card Prices options, e.g. $5, $10, $15. $20, $25, $50
Food & Drink > Items & Options > Add Option > Enter Name (“Gift Card Prices”) > ADD
Set up Gift Card price Option:
Navigate to this newly created Option, hover over it, click “Edit” and make these changes:
- Check the “Exclusive” box
- Make sure to the “Divisible into parts” box is un-checked
- SAVE
Create & set up price option
Add single tap Price choices:
Again navigate to this Option, click “Edit” and scroll down to "Add New Choices" to create the standard gift card amounts that should appear as a single tap option. In Add New Choice complete the following for each gift card amount:
- Name (e.g. $5.00)
- Price Delta (in cents, e.g. 500)
- Use Qty = NO
- ADD
Add a Custom Amount Price choice:
Repeat this process to add other amounts, e.g. $10.00, $15.00, $20.00, etc.
To be able to sell a gift card of any value remember to create the “Custom” choice as follows:
- Name = Custom
- Price Delta = 0
- Use Qty = NO
- ADD
When you are finished click CLOSE
Create your Gift Card Item
At the HQ level create your Gift Card Item. Remember to make the Gift Card Prices option active for this item.
Food & Drink > Items & Options > Add Item > Enter Name and Description (“Gift Card”) > ADD
On the subsequent screen complete the following:
- POS Menu Image (240x120): add a POS Menu Image here
- Check “Mutable Price”
- If you want to award loyalty credit when someone purchases a gift card change “Stamps per purchase” to 1
- Select Type = gift card
- Find “Gift Card Prices” option in the Options list and click on it to make that an Active Option for this item
- SAVE
Click to zoom in
Now add the Gift Card Item to your Menu.
Finally, sync the new menu out to your stores.
Note: If you cant add a custom gift card price on POS, you missed checking "Mutable Price" in WebAdmin on the Gift Card Item.
One Time Gift Card Value Transfer from Existing Gift Card Vendor
Touchpoint can transfer card value from other gift and/or loyalty processing systems for use in the Touchpoint system. Converting from an existing vendor to Touchpoint requires key information to ensure success.
The steps to complete the conversion process are as follows:
1. Provide a copy of the front and back side of your current gift card and an initial data file, from the current vendor, that contains the following items for each card:
- Printed card number
- Store code of activation (where the card was sold)
- Date/Time of activation
- Current card balance(s)
This will be used to test the transfer. You are responsible for the quality of the card conversion data. If we receive a file with inaccurate data, the cards will have the wrong information after conversion. If you are unclear on what data is required, you can provide Touchpoint with Login access to the existing provider’s interface and we can help find the best reports to download.
TIMING: 10 days before going live with Touchpoint Gift Card.
2. Final data files provided to Touchpoint (the same list of files as used for the test in step one, with COMPLETE, current data).
You must validate that all balance information is correct prior to sending the data to Touchpoint.
Touchpoint Support will upload the files and you can take your gift card program live during the early morning
TIMING: Data file must be received on a business day, 24 hours prior to switch over.
3. A final set of data files (the same as used in step 1) needs to be provided from the legacy system 48 hours after going live with Touchpoint.
This will capture any transactions that occurred on the legacy system which were not in the original conversion files so a single set of catch-up adjustments can be made.
These transactions could be due to data latency in the legacy system, a time delay in deleting the old buttons that point to the legacy system or training errors. It is your responsibility to stop any future use of the legacy system.
TIMING: 48 hours after going live with Touchpoint Gift Card.
NOTE: The Touchpoint transfer process requires that the merchant be the point of contact for collecting information from the existing system. Once the data is gathered, it is also expected that the merchant will be responsible for any data cleaning that needs to occur. Should the merchant not have the resources to do this work, Touchpoint Support can perform these functions for an additional fee. Regardless of who gathers and cleans the raw data, the merchant will have sole responsibility for signing off on the balances prior to the actual upload into the Touchpoint database.