Creating a Be My Guest-Based Bonus Plan
A Be My Guest-based bonus plan enables you to:
Scenario Description
You need to create a Be My Guest-based bonus plan so you can donate to a local school sponsoring a charity auction. You donate three Be My Guest-based bonus plan cards that entitles a customer to 100% off on their next visit, up to $25.00 off. The customer can receive the discount on the maximum of five items. A customer can use the card once, and if they do not use all $25.00, the balance is not carried over on any future visits.
Bonus Plan Details
Using this scenario, the following details help outline how to create the bonus plan:
Refer to Bonus Plan Setup for detailed descriptions on the options in Bonus Plan Setup.
Configuring a Be My Guest-based bonus plan:
1.
Select Aloha Loyalty > Bonus Plan Setup.
2.
Click Add.
3.
Type a unique name for your bonus plan. Use a descriptive name, because this is the name the customer sees if you include the bonus plan name on a customized voucher.
4.
Type an optional description. You can include details about the plan, such as a general statement about the plan, the customer reward, and other relevant information about the bonus plan. The description is not visible to your guests.
5.
Select Be My Guest in the ‘Bonus Plan Type’ drop-down list.
6.
Select All Items in the ‘Eligible Items’ drop-down list.
7.
Enter a start date for the bonus plan. The system defaults to the current date; however, you can enter a date in the future. You can also type an optional ending date.
8.
Click Save and Continue.
Creating the Be My Guest-based bonus plan reward:
1.
Click the Rewards tab.
2.
Click Add.
3.
Type the reward name. For example, “Be My Guest Reward.”
4.
Type 1 in the ‘Reward is earned every X visits’ text box.
5.
Assign a reward priority to the reward, with 1 being the highest and 5 being the lowest.
6.
Select Real-Time Discount in the ‘Reward Type’ drop-down list.
7.
Select either Comp Type or Promo Type.
8.
Select the appropriate comp or promo in the drop-down list. Select a comp or promo configured to work with Aloha Loyalty in Aloha. Refer to Configuring Aloha POS for Loyalty, for more information on configuring your Aloha Loyalty comps and promos.
9.
Select Percent Off in the ‘Discount Type’ drop-down list.
10.
Type 100 in the ‘Amount’ text box. This indicates the reward is 100% off.
11.
Select Limit total discount amounts.
12.
Type 25.00 in the adjacent text box.
13.
Select All Items in the ‘Select the items that will be discounted’ drop-down list.
14.
Type 5 in the ‘Number of items that will be discounted’ text box.
15.
Click the Voucher Settings tab.
16.
Select Print voucher at POS when reward is earned.
17.
18.
Type your custom text in the text box, and use the keywords to insert customized pieces of text in your message. Keep in mind this is the message printing on your voucher. Provide enough information to thank the customer and welcome them back or about any new menu items.
When creating your messages, keep the lines to 40 characters or less, due to the size limitations of a receipt printer.
19.
Select whether to print on the ‘Guest Check’ or ‘Voucher.’
20.
Click Next.
21.
Click Save, after completing your message.
Configuring your bonus plan schedule and reset options:
1.
Click the Schedule tab to configure the active days of the plan.
2.
Select Daily.
3.
Select All Stores to make the bonus plan available in all stores.
4.
Click the Reset Options tab.
5.
Select Member can only use card once, to limit the card to one use.
You can optionally select ‘Member can use card until total discount amount is reached,’ if you are allowing the customer to continue to use the card until they reach the amount defined in the ‘Discount Amount’ text box on the Reward Settings tab.
6.
Click Save.
7.
Assign a card type to your bonus plan. If you have not created an Aloha Loyalty card, click Save and click Yes, to continue. If you save the bonus plan without assigning it to a card, you must create your card type in Card Setup and then assign the bonus plan to the card type in Card Setup.
8.
Click Save.

Aloha Loyalty and Stored Value Online Help > Configuring Aloha Loyalty > Sample Bonus Plan Configurations > Creating a Be My Guest-Based Bonus Plan

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