Configuring Bonus Plans for Aloha Loyalty

Use Bonus Plan Setup to create your bonus plans and rewards for your Loyalty program. A bonus plan refers to how the customer earns credit. For example, you can create a Points-based bonus plan that accumulates points based on the dollars a member spends in your restaurant. When the customer accumulates the predetermined amount of points, they earn a reward, such as a 15% discount on their current check.

For a more detailed Bonus Plan overview

You can create the following types of bonus plans:

•	Be My Guest-based — The member receives a card with a pre-defined bonus plan reward.

•	Currency-based — The member earns plan credit for every dollar they spend.

•	Employee Comp-based — An employee receives a percentage or dollar discount each time they use the card to dine in the restaurant.

•	Frequency-based — The member earns plan credit based on the number of visits.

•	Items-based — The member earns plan credit based on the items they purchase.

•	Lottery-based — A sweepstakes style plan in which the member never knows when they might win a reward.

•	Points-based — The member earns points for every dollar they spend.

•	Smart Rewards-based — The historical data determines which members receive a reward.

When you create a bonus plan, you can create a single reward or multiple rewards for the bonus plan. You can create the following types of rewards:

•	Real-Time Discount — Automatically applies a promotion or comp to the current member check, when the member reaches a new level. The server or cashier does not have to press any comp or promotion button to apply the discount.

•	Reward Voucher — Prints a coupon on a receipt printer that the member can use on their next visit – or you can simply print a special congratulatory message to the member.

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Corporate Issued — Sent to the customer by mail at a later date either by corporate or a third party. You can issue rewards, such as jackets, t-shirts, or mugs via a corporate issued reward. Corporate issued rewards are also used for charities and school programs, where corporate might issue a check for $10 to the school band or little league teams for every $100 the member spends.

•	Stored Value Deposit — Adds dollars to the member’s Stored Value. Customers can use the added dollars as a form of payment the next time they visit the restaurant. Your company must be licensed for Stored Value to use this reward type.

You can create a very flexible bonus plan structure and allow your customers to earn extra credit during different times of the day or in different parts of the restaurant. For example, you can double the points earned during a late night happy hour, or during a Monday lunch. Offering additional plan credit on a bonus plan is a bonus plan event. Your bonus plan events are similar to Aloha POS events. You can control the days or date range, the hours or day part in which a bonus event is active, and the revenue center in which a bonus event is active. You can even activate a bonus event based on the item ordered, such as an appetizer or dessert.

You specify the extra credit in the way of a multiplier. For example, a multiplier of “2” earns double credit, and “3” earns triple credit. You can apply the multiplier to the entire plan credit the member earned on the check, or to just select items on the check.

Bonus plans are assigned to Loyalty cards. A card can have many simultaneous bonus plans, or you might choose to activate only a single bonus plan with a card.

Refer to Sample Bonus Plan Configurations for more ideas and step-by-step instructions on creating bonus plans. This section contains detailed descriptions of the options in the Bonus Plan.

Welcome to the Loyalty Bonus Plan

The ‘Welcome to the Loyalty Bonus Plan’ screen displays the names of the active bonus plans created by your company. From this screen, you can add new bonus plans, edit existing bonus plans, copy existing bonus plan settings to a new bonus plan, and delete bonus plans. A bonus plan has a unique name with the defined settings that control when a member receives a reward. You can create one bonus plan, or create multiple bonus plans, and assign them to a card series.

When you select Aloha Loyalty > Bonus Plan Setup, the Welcome to the Loyalty Bonus Plan appears with all your active bonus plans. You can sort your active bonus plans using the columns in the list box.

Bonus Plan Name

— Contains the name of the bonus plan defined by your company. Each bonus plan must have a unique name, such as “Aloha Dessert Tour” or “Aloha Coffee Plan.”

Type

— Indicates the type of bonus plan. You select the type of bonus plan on the General tab. You can choose from one of the following types of bonus plans, such as Be My Guest-based, Employee comp-based, Frequency-based, Items-based, Points-based, Lottery-based, or Currency-based.

Active

— Indicates the status of the bonus plan. Active bonus plans contain a check mark in the ‘Active’ column. To make a bonus plan inactive, clear the ‘Active’ check box. Use caution when making a bonus plan inactive, as it will prohibit customers from earning credit towards the bonus plan.

Modified Date

— Indicates the last date any modifications were made to the bonus plan.

Modified By

— Contains the first and last name of the user who last modified the bonus plan.

Show Inactive Bonus Plans

— Indicates that you want to view your inactive bonus plans along with your active bonus plans in the list box. To activate an inactive bonus plan, select the ‘Active’ check box in the row of the inactive bonus plan.

Add

Click Add to add a bonus plan and assign individual characteristics to the bonus plan, such as the type of bonus plan, reward settings, and reset settings. To add a new bonus plan, you must have the “Bonus Plan - Add” security right assigned to your security class. Refer to Security Class Online Help for more information.

Refer to Sample Bonus Plan Configurations for detailed instructions on creating bonus plans.

Edit

Select a bonus plan in the list box and click Edit to make changes to an existing bonus plan. Once the bonus plan is in use, you should limit the characteristics you edit.

Delete

Select a bonus plan in the list box and click Delete to delete the bonus plan. If a member has earned credit toward the bonus plan, you cannot delete the bonus plan.

Copy

Select a bonus plan in the list box and click Copy to copy the characteristics of one bonus plan to a new bonus plan. You must assign the new bonus plan a unique name.