Reward Manager

How do I? | Rewards Program Overview

Modify my rewards program?
Redeem a reward?
Track earned rewards?
Manually issue or cancel a reward?

Pro

All settings for your Customer Rewards program are controlled through the Reward Manager.

Legal Considerations for a Rewards Program

Reward Program Terminology

Reward Manager: Point of Sale program window where you define the parameters of your Rewards program.

Rewards Member: Any customer that has been enrolled as a member in your program. Point of Sale automatically tracks reward members purchases and rewards.

Purchase Threshold: The amount a customer must purchase during the purchase tracking period to earn a reward. Another reward is earned each time the customer purchases reach this amount.

Purchase Tracking Period: Time period within which purchases must be made to qualify for rewards. Specify a start and end date; or leave end date open-ended.

Reward Amount: The reward value earned when a customer meets the purchase threshold. This can be defined as a dollar amount or as a percentage off a future purchase.

Reward Expiration: (Optional) Specifies how long a reward is valid for redemption. Measured from the earned date, adjusted for a reward blocking period if used (see below).

Earned Reward: Pending reward that has been earned but not yet redeemed.

Purchase Balance: A customers current sales accumulation toward earning the next reward.

Reward Redemption: The act of applying a customer reward to discount a new purchase.

Redemption Blocking Period: Period after the qualifying sale in which redemption of an earned reward is not allowed. This can be set to the length of your return policy to help avoid returns of items for which a customer has already earned and redeemed a reward.

Qualifying Purchases/Redemptions: The list of items whose purchase qualifies toward earning a reward and/or that qualifies for reward redemption. To qualify, items must be purchased within the purchase tracking period. The return of a qualifying item reduces the customers current purchase balance.

To define your program:

1. Select Rewards Manager from the Customer menu.

2. If not already set, select Turn Tracking ON.

3. Enter an amount for the Purchase Threshold. This is the amount a customer must spend in your store to earn a reward.

4. Specify the Reward Amount (dollar amount or percentage) and then select $ off or % off from the drop-down list.

5. (Optional) Select a Reward Expiration period.

6. Specify the Purchase Tracking Period.

You must enter a Start date; the End date is optional. To leave the program open-ended, select the No End Date check box. All qualifying items purchased during this period accumulate towards earning rewards.

7. In the Rewards Options area, make selections for how you wish to enroll members, be alerted when rewards are earned, and set a redemption blocking period.

If you enter a redemption blocking period, the entered number of days will be added to the reward expiration date. Example: With a 30-day expiration date, and a 10-day blocking period, the reward will expire 40 days after the purchase date.

8. Select Save.

If you get the Reward Change dialog, click OK to close it. This dialog is displayed anytime you modify your rewards program, to alert you to potential effects the change may have on current and future rewards.

Other tasks/information available from Reward Manager:

- Reward Program Status: Displays the total value of rewards redeemed under your program, and options to turn the program on/off and to view reward reports (Member List and Redemption History).

- I Want To menu: This menu includes two powerful options:

- Enroll All Customers in Rewards Program. All existing customers are enrolled in the program. Customers you add later are not enrolled unless you also select Automatically enroll new customers in the Rewards Options area.

- Clear All Rewards. Removes all existing earned rewards from all customers. Current purchase tracking balances are not affected.

Related Topics

Modify your Rewards Program

Use Customer IDs and Cards