Configuring Aloha Loyalty and Stored Value Card Setup

Use the Card Setup wizard to work with Loyalty and Stored Value card types. You can create one card type for your company, or create several with unique characteristics, such as a $10.00, $20.00, and $50.00 gift card. You can even create cards that can be sold and redeemed at select stores.

The Card Setup wizard enables you to:

•	Configure the card type (Loyalty, Stored Value, or combination Loyalty and Stored Value). A card type determines the functionality of a specific card. You must be licensed for both Loyalty and Stored Value to make a combination card.

•	Configure the card prefix.

•	Configure where you can sell, redeem, and use the card.

•	Configure card expiration dates.

•	Configure how the card handles balances.

•	Configure Stored Value service charges.

•	Assign bonus plans to a Loyalty card.

To access the Card Setup wizard, select Hosted Solutions Group > Card Setup. Your access and rights to the functions you can perform in the Card Setup wizard depend on your security class settings. Contact your system administrator to edit your security settings.

Welcome to the Card Setup Wizard

The ‘Welcome to the Card Setup Wizard’ screen displays the names of the active card types created by your company. From this screen, you can add new card types, edit existing card types, and delete card types.

This screen also contains a list box with sortable columns that contain all your active cards.

Name

— Contains the names of the card types defined by your company. Each card type must have a unique name, such as “Aloha Gift Card” or “Aloha Loyalty Card.”

Prefix

— Contains the five-digit prefix assigned to the card type. Aloha Stored Value card and Aloha Loyalty uses the five-digit prefix to identify the card type.

Active

— Indicates the status of the card type. Active cards contain a check mark in the ‘Active’ column check box. To make a card inactive, clear the ‘Active’ check box. Use caution when making a card inactive, as it will prohibit customers from using the card.

Type

— Indicates the functionality associated with the card type, such as Loyalty, Stored Value, or Stored Value/Loyalty.

Show Inactive Cards

— Indicates that you want to view your inactive card types along with your active card types in the list box. You can deactivate a card type, if you have not sold any gift cards in the card type. If you have sold a gift card in the card type, this check box is unavailable.

Add

Click Add to add a new card type and assign the individual characteristics to the card type, such as name, prefix, and where you can sell the card type.

To add an Aloha Stored Value card:

1.	Select Hosted Solutions Group > Card Setup.

2.	Click Add.

3.	Type a unique name for the card.

4.	Type an optional description for the card.

5.	Select the five-digit prefix number for the card from the drop-down list.

6.	Select either This card is redeemable in all stores or This card is redeemable by the specified group. If you select the later option, select the appropriate replication group from the drop-down list.

7.	Select Stored Value for the card type.

If you are licensed for both Stored Value and Loyalty, you can make a combination card, allowing your customers the benefits of a gift card and a customer loyalty program.

Select both ‘Stored Value’ and ‘Loyalty,’ to make a combination card and follow the procedures in Adding an Aloha Loyalty Card.

8.	Select the Stored Value Settings tab.

9.

Select for Prompt for card purchase value, if the customer can specify the amount to put on the gift card. You can optionally select ‘Allow customer to add value to the card’ to allow a customer to add additional value to the card at a later time. If you select this option, do not enter an expiration date on the Date Settings tab. This option is only available when you select ‘Prompt for card purchase value.’

OR

Select Card purchase value is set to, if you want to designate the value of the gift card and type the amount in the corresponding text box.

10.	If you are allowing a customer to add value to this gift card type, select No Expiration Date; otherwise, select Expires On and specify the date on which the card type expires or select Expires In and specify the number of days after the sale of the gift card that the gift card expires.

11.	Select Allow Cards to be redeemed X days after expiration to allow customers to continue using the card after expiration. If you allow redemption of expired gift cards, enter the number of days after expiration the customer can redeem the gift card.

12.	Type the beginning sales dates in the ‘Cards can be sold starting on’ text box.

13.	Type the date to stop selling the card in the ‘Cards cannot be sold after’ text box. This step is optional.

14.	Type the date on which the card becomes available for redemption in the ‘Cards can be redeemed starting on’ text box.

15.	Select a MemberLink ePin validation setting. You can require an ePin for all cards to access MemberLink, require an ePin for cards within a range, or not require an ePin. Refer to MemberLink ePin Validation Settings for more information on selecting an ePin option.

16.	Select a remaining card balance setting for the Stored Value card. You can choose to adjust card balance and not give cash back, give balance of card back as cash, or to not adjust card balance or give cash back. If you select the last option, the POS reports the unused balance as Not Redeemed.

17.	Continue to the next procedure, Adding a service charge, if applicable. Service charges are not legal in all states; check your local laws to determine if service charges are legal.

Adding a service charge:

1.	Select the Stored Value Service Charge tab.

2.	Select Service Charge.

3.	Read and answer the confirmation prompt appropriately.

4.	Type the amount to deduct from the gift card as a service charge.

5.	Select If the card is unused for ( ) ( ) to apply a service charge when the customer does not use the gift card for a preset amount of time. If you select this option, you can elect to reset the service charge interval once the customer uses the card.

OR

Select ( ) ( ) after the card is originally sold to apply a service charge based on the number of days after the original gift card sale.

6.

Type the date that the service charge takes effect in the ‘Begin Service Charge on’ text box. The date defaults to the current date of business; however, this setting is retroactive for existing gift cards. The system will look to see if any gift cards meet the service charge criteria and apply the service charge appropriately on gift cards already purchased.

7.	Select Store where most recent sale/add value occurred to apply the service charge to the store where the most recent transaction took place.

OR

Select Selected Store to apply the service charge to a single store and then select the store from the drop-down list.

8.	Select All Stores, if all your stores can apply service charges to gift cards sold.

Please check your local and state laws before enabling service charges for cards sold in all stores.

OR

Select Stores in this Replication Group, if you have stores in states that cannot charge service charges. You can create a replication group that contains the stores that can charge a service charge.

9.	Click Save.

Adding an Aloha Loyalty Card:

1.	Select Hosted Solutions Group > Card Setup.

2.	Click Add.

3.	Type a unique name for the card.

4.	Type an optional description for the card.

5.	Select the five-digit prefix number for the card from the drop-down list.

6.	Select either This card is redeemable in all stores or This card is redeemable by the specified group. If you select the latter option, select the appropriate replication group from the drop-down list.

7.	Select Loyalty for the card type.

If you are licensed for both Stored Value and Loyalty, you can make a combination card, allowing your customers the benefits of a gift card and a customer loyalty program.

Select both ‘Stored Value’ and ‘Loyalty,’ to make a combination card and follow the procedures in Adding an Aloha Stored Value Card.

8.	Select Require Manager Activation to require a manager approval when assigning the card to a check in the FOH.

9.	Select For every transaction to require manager approval on every transaction within the card series.

OR

Select For the first X transactions and then type the number of transactions for which you want to require manager approval. For example, type “1” in the text box to require the manager to approve the first time a Loyalty card is used and not require manager approval on subsequent transactions.

10.	Select the Loyalty Settings tab.

11.	Select a pre-defined bonus plan in the ‘Unassigned Bonus Plan’ list box and use the arrows to move it to the ‘Assigned Bonus Plan’ list box.

12.	Repeat Step 10 until you assign all desired bonus plans to the card.

13.	Select a MemberLink ePin validation setting. You can require an ePin for all cards to access MemberLink, require an ePin for cards within a range, or not require an ePin. Refer to MemberLink ePin Validation Settings for more information on selecting an ePin option.

If you select ‘Require ePin validation for all cards within the range of...’ or ‘Do not require ePin validation,’ you must select a method of security validation from the ‘Card numbers that don’t require ePin validation use the member profile security validation’ drop-down list. After selecting a security validation method, you can either allow the member to log in to MemberLink if their profile exists or not allow the member to log in.

14.	Click Save.

Edit

Select a card type in the list box and click Edit to make changes to an existing card type. Once the card is in use, the characteristics you can edit are limited.

To edit a card:

1.	Select Hosted Solutions Group > Card Setup.

2.	Select the card you want to edit in the list box.

3.	Click Edit.

4.	Select the tab on which you need to make changes. Refer to the following for more information on the each tab:

•	Card Type tab

•	Stored Value Settings tab

•	Stored Value Service Charge tab

•	Loyalty Settings tab

•	Data Privacy tab

5.	Click Save.

Delete

Select a card in the list box and click Delete to delete the card.

To delete a card:

1.	Select Hosted Solutions Group > Card Setup.

2.	Select the card type you want to delete in the list box.

3.	Click Delete.

4.	Answer the prompt to verify you want to delete the card type.