Modify Your Rewards Program

Reward Manager | Reward Program Overview

Pro

You can modify your reward program at anytime. But we recommend you do so with great care and take into account the Legal Considerations for a Rewards Program. Some modifications may cause previously earned rewards to be lost or result in the creation of new rewards that didn't previously exist.

The terms and conditions you set for your program, and communicate to your customers, should clearly spell out the reward program parameters, but just as importantly, should specify under which conditions the program can be revised, how revisions affect the status of current members and rewards, and how the changes are to be communicated (be sure to adhere to all local regulations).

Program changes are made from the Reward Manager. Point of Sale will summarize how proposed changes will affect your program, including the number of rewards that may be removed or created, before implementing the changes.

To modify your rewards program:

1. From the Customer menu, select Reward Manager.

2. Make changes as necessary to the program parameters.

3. Select Save.

4. Depending on changes you make, you may be asked how you want to handle the following. Select Help on the Reward Setup Change dialog to learn more about how these choices affect your program. Example

   You set up your reward program on an annual basis as follows:

   Purchase Tracking Dates: 1/1 - 12/31 in the current year

   Purchase Threshold: $300

   Reward: $20 off future purchase, good for 60 days

   When the current year ends, you modify the tracking dates of the program to be 1/1 - 12/31 of the new year. Point of Sale is going to ask you how to handle existing rewards and how to handle the current customer purchase balances.

   In this case, you would probably choose to keep existing rewards. Customers that have earned them have until the expiration date to redeem them. But, when prompted about the current customer purchase tracking balances you would probably choose to adjust amounts based on the new tracking period, resetting all customer balances to zero to start the new rewards year.

- Existing Rewards. Do you want to remove any earned, but not yet redeemed, rewards or keep them.

- Current Purchase Tracking Balances. Again, do you want to maintain the current balances or recalculate them based on your new reward criteria?

Based on your answers, Point of Sale will display the Reward Change summary page.

5. Select Finish to make the changes, or Cancel to leave your program unchanged.

Note: You can also choose Previous and change your choices to see how that affects your program.