Loyal-n-Save Settings

Loyal-n-Save Settings

Loyalty Global Settings

In the Control Center the path is Point of Sale > Maintenance > Settings & Panels > Loyalty

All global settings will be set here, some of these settings can also be overridden at the campaign level.z

Option


Default Balance Type The balance type is a separation of the token bucket in which the tokens will be placed upon earning from the campaign. The default is considered
"Store Tokens”.


Interest Bonus Reward Tokens – Specify a token bonus when someone completes the Customer Interests Survey. 

**NOTE** Not related to the EAIV Survey.
(This feature is an Additional Customer Marketing Survey; customer interests must be set up by the Client for the survey to be visible on the app.)



Cash Multiplier*– To encourage customers to pay with cash, you can specify a default cash multiplier to be used when creating campaigns
Value for Cash only transactions.  If this value is not set at the Campaign level, customers will not earn tokens for the given campaign.


Non–Cash Multiplier*– To encourage customers to pay with non–cash tenders, you can specify a default non–cash multiplier to be used when creating campaigns.
This value is for credit cards, debit cards, check, or any tenders besides cash. If this value is not set at the Campaign level, customers will not earn tokens for the given campaign.


Min Redeem Amount – You can specify the minimum amount a customer needs to redeem reward tokens against their purchase. If set to 0.00, then there is no minimum amount.

Example: If you set this field to a minimum of $1.00, then the customer will be able to redeem 1,000 tokens against their purchase at minimum.


Require Register–Require customers to register for campaigns before they can participate in the Campaign.


Allow Cash Tender
–Allow cash tender to earn reward tokens from purchases.


Allow Non–Cash Tender
–Allow non–cash tenders such as credit cards, debit cards, checks to earn reward tokens from purchases.


Participate In Offers
–Participate in Loyal–n–Save Manufacturer driven offers with this setting. Campaigns will be available after they have been delegated by the manufacturer.


To see your Manufacturers, navigate to:
  • From the Control Center: Point of Sale > Loyalty > My Manufacturers
  • From the Control Center: Point of Sale > Loyalty > Manufacturer Offers

To add Manufacturers:

  • In the Control Center the path is Manufacturer –> Accounts –> Accounts
  • +Add New button

Employee Earn On Purchases –Toggling this on will allow employees to gain reward tokens and team incentives for purchases they make.

Purchase Earn Limit – This limit will control how many purchases a customer can make a day earning reward tokens. If any purchases are made after this limit, then only their receipts are stored. The customer will not be credited tokens after they have reached the purchase earn limit. 


Purchase Limit Lock – Toggling this option on will enable account auto–locking based on the threshold defined. 

**NOTE** When this Setting is checked to “Yes” an additional field will appear for you to configure Purchase Limit Value. This limit is used for automatic account locking after the threshold value has been hit in a given day.


Temporary Lock Enabled – Enable temporary account locking when purchase limits are reached for the day.  This function is used for fraud prevention. 
**NOTE** When this Setting is checked to “Yes” an additional field will appear for you to configure The Temporary lock duration.  The duration options are available in hours, days, weeks, or months.


Split Level 1 Reward Tokens with Clerk – This option will take ½ of the reward tokens earned by a level 1 employee and reward it to the clerk (cashier) making the sale, essentially splitting the token earnings between the two employees who assisted on making the sale. 


Allow Employee License Lookup – Toggling this ON will allow employees to be located in POS by their license number or by scanning their license when making a purchase. 


Validate Referral Code – If an invalid referral code is entered during the customer Loyal–n–Save sign up at the register, the customer will not be able to proceed until either it is corrected or there is no referral code entered.  


Purchase Needed to Redeem – You can require that a customer makes a certain number of purchases before being able to redeem their tokens as a tender during a transaction.  Setting this value to 0 will disable the feature.


Redemption Limit– Amount redeemable per transaction. 


Redemption Interval – Specify the time span for the redemption as cash limits for reward tokens. The time span can be set for either per transaction daily or weekly.


Enable Test Message – Enable customer text messaging for events like receipts, team points, swag shop orders, etc.  (This feature is not available at this time.)

Team

Teams are the friends and family that you refer to each individual store. The people you refer directly will be put in your first tier. When your first-tier recruits friends of their own, those recruited members will become your second tier. When your second tier refers to their friends, those recruitments will become your third tier, and so on and so forth. All the way down to five tiers, you’ll earn a percentage (*Percentages are determined by each individual store.) of everyone’s reward tokens made at that particular store.
  • Customer Referral Bonus (tokens) – This can be used to reward your customer with bonus referral tokens for referring Loyal–n–Save to friends and family.
  • Employee Referral Bonus (tokens) This can be used to reward your employees with bonus referral tokens for referring Loyal–n–Save to your store customers.      
  • Inactivity Months – If a team member has not been to your store in a while and you want to stop them from accruing team rewards.  You can set an inactivity period, this does not delete their points or their account and once they make a purchase at your store again their account will be reactivated Settings: Disable, 1 month through 11 months, 1 year. 
  • Team Breakdown – Here you can manage the token trickle where each level is awarded a certain percentage after the customer accumulates reward tokens.  There is a total of five tiers for tokens that can be customizable, a percentage 0 to 100.  A total of up to six people can be rewarded at the time of sale but you can set any level to a percentage of zero or turn them off.

Team member who signed up another or Customer

Tier 1 – Cashier, Signed up the Customer.

Tier 2 – Assistant Manager

Tier 3 – Store Manager

Tier 4 – District Manager

Tier 5 -

  • Choose how tokens reverse when a team member is involved in a return – You have the option of whether you want to get the tokens back from every single level or just the level that did the return.
  • Dropdown: No Team Return Reward Tokens Removed, Return Only Level 1 Reward Tokens, Return All Level Reward Tokens. 


Terms & Conditions 

Enter terms and conditions for your company. We allow each company to specify their own set of terms accessible at the store level and this is available for the customer to read.


Notifications 

Customer purchase warnings or if they have exceeded the limit of purchases in a day.  This section will help with fraud protection.
  • Choose specific users to receive email notifications for admin notifications. 
  • Add custom emails to receive admin notifications (1 per line)
  • Send notification after X sales per day, per customer to check for any abuse.
  • Send purchase limit report at the below time
  • Enable instant purchase warnings above threshold

Global Blacklist


The global Blacklist utility is a way of excluding all the items that do not qualify for earning tokens. Items that are illegal or not allowed may be entered.  Ex. Alcohol.


Add Blacklist Type button. 


Dropdown:
  • Departments                                      
  • Department Groups
  • Manufacturers
  • Brands
  • Tags
  • Categories










After the type has been selected click on the Manage button to add the items to the Blacklist. 
  • Select item(s) from the Results list. 
  • Click on the Green Arrow button to bring them over to the selected list.
  • Click Apply


Altria


Altria Settings– In the Control Center the path is Point of Sale > Settings > Loyalty


In this area, you'll be able to configure different settings for Altria Tier 2 and 3. 





Altria Tier – Display your Altria Tier Level.  (Users will not be able to adjust the Tier level)

Show Altria AGDC Promos – This will show AGDC promotions from Altria if the customer is 21+

Altria Company ID – This field is the ID provided by Altria for your account.  

Primary Contact Email – Enter the primary contact within your company responsible for dealing with Digital Data submissions from Altria.

Altria AGDC FTP Connection – This is the FTP/SFTP connection where the files are placed for promotions and metrics.  Include an optional subfolder if needed.

Altria Product Mappings – Select product mappings for Altria Benchmark promotion statistics. The survey options shown are pre–defined, however you can customize departments mapped to each product type.

Send Altria AGDC Notifications – Any alerts for successful or failed benchmark and activity log submissions will be sent to the addresses listed below.

AGDC Notify List – Enter one email per line who will receive AGDC updates.


  • Additional training videos for Altria Tier 3 are available through our YouTube Channel. https://www.youtube.com/watch?v=nkNMRvuaxL0
  • Additional details including the AGDC (Altria Group Distribution Company) Digital Data retail reporting requirements in–app digital advertisements Brands duration and frequency of submissions are available on https://www.insightsc3m.com/ website.
Loyalty Global Settings – POS Settings 

In the Control Center the path is Point of Sale > Maintenance > Settings & Panels > POS > POS Device Global Settings > Loyalty Settings 

This section contains Settings for how the register handles Loyal–n–Save scenarios. 



Scan ID Start With – This Setting allows you to define the prefix associated with the Loyalty cards used for Loyalty Members. The prefix will appear on the barcode on the back of the Loyalty cards.  Default: LNS

**NOTE** Customers will not have access to customize this field.

Auto open customer profile window – This Setting determines whether the registers automatically open the customers profile on the POS when adding a Loyalty Customer to the transaction or not. 


Allow check in without membership – Determines whether the customer is allowed to check in to your location on the mobile app, even if they’re not a part of an active Loyalty promotion, or not. 
Do not use. (Related to a membership module outside of loyalty.)


Prompt for email – This Setting determines whether the register prompts the cashier to add the customer’s email to their Loyalty Account or not. 


Prompt for referral code
– This Setting determines whether the cashier marked as both an Employee and Loyalty Customer is prompted to enter a referral code when signing up a new Loyalty Customer or not. 

**NOTE** This Setting is used when you have a Loyalty Customer who is also an Employee and marked as such within the System
Prompt to add LNS customer during uplift – This Setting determines whether the POS prompts to add an LNS customer to the transaction during an Uplift prompt or not. 


Allow loyalty lookup on license scan
– This Setting determines whether the system looks for and adds a Loyalty Customer to the transaction after scanning a license or not. 



Scan ID length
– This Setting allows you to define the length of the Loyalty Card numbers. Default: 14 
**NOTE** This Setting is used in conjunction with the “Scan Id Start With” Setting. 


Print Balance On Receipt – With this option turn on, Customer’s Loyalty Balances will print a small chit. (Similar to the timeclock chit.) 
Prompt for reason customer not on sale – This Setting determines whether the system prompts the cashier for a reason a Loyalty Customer is not applied to the transaction when the Subtotal button is pressed or not. 


Post loyalty in background
– When this setting is turned On the Loyalty transaction is placed into a queue, which can take 1 to 20 minutes or more to process before it will be posted to the Control Center. POS will run faster after a sale completes. POS can simply receive a "Success" message, and the POS resumes and can handle the next sale immediately, without waiting to process the rewards portion.

If this setting is
Off the sale will process immediately, however it is based on the speed of the Internet Connection.  The rewards portion can take anywhere from 1s to 5s or more depending on how many campaigns you have running. The POS should not wait for this to finish, it should be able to continue to the next sale.

Prompt for phone
– This Setting determines whether the register prompts the cashier to add the customer’s phone number to their Loyalty Account or not. 

Auto check–in when scanning
– This Setting determines whether the register automatically checks in the customer at your Location when their account is detected on the transaction. 
Do not use. (Related to a membership module outside of loyalty.)

Prompt Loyalty Coupon Usage When Available
– This Setting determines whether the register automatically prompts to use a customer's Loyalty Coupon when the account is detected on the transaction or not.  

Require Driver's License for LNS Redemptions – Force the cashier to scan the customers driver's license when doing a redemption.


Point of Sale Settings – Register Settings

In the Control Center the path is Point of Sale > Maintenance > Settings & Panels > POS > POS Device Global Settings > Register Settings



POS Widget 

This section contains the settings that enable or disable the POS Widgets on the Register. 

Show Customers Widget – Yes/No
– This Setting enables/disables the Customer Widget on the POS.

**NOTE** The Customer Widget allows the cashier to search for a Loyalty Customer to add to the transaction.

Misc POS Settings 

This section contains Settings for various miscellaneous functions of the POS. 




Prompt for Loyalty as First Item Scan – Yes/No - This Setting determines whether the cashier is prompted to add a Loyalty customer to the transaction after scanning the first item or not. 








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