Rewards Plans allow you to define parameters around your rewards/loyalty program.
Plan Fields
Name | This is your rewards plan name. |
Description | The description allows you to show easily to see details about the rewards plan. |
Coupon Value | The $ amount of the coupon issued as a reward. |
After X Spent | How much does a guest need to spend to earn a reward coupon? |
SMS Welcome Message | The SMS/text message sent to a guest the first time they are attached to a transaction. |
SMS When Points Added | The SMS/text message sent to a guest when points are posted to their account. |
SMS When Coupon is Issued | The SMS/text message sent to a guest when a coupon is issued. |
Coupon Limit | Used with Dynamic Coupon plans to restrict the total reward amount per month. |
Coupon Expires | By default coupons do not expire, however, you can set the number of days in which you wish the coupon to expire. |
Plan Option Checkboxes
Plan is active | Checkmark indicates the plan is active. |
Auto-Add members from POS | Checkmark indicates that members can be added directly from the POS. There can only be one plan with this turned on. |
Send SMS when new members added | Checkmark indicates that the defined message will be sent when a new member is added. |
SMS on points added | Checkmark indicates that the defined message will be sent when a member's points are posted. |
SMS on new coupon | Checkmark indicates that the defined message will be sent when a member earns a coupon. |
Dynamic Coupon | Checkmark indicates that the plan is set to be dynamic dollar amount. |
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