Configuring the General Tab

Use the General tab to configure the name and bonus plan type. Configuration options vary by the bonus plan selected. For example, when you select an Items-based bonus plan type you have specific options that pertain only to an Items-based bonus plan; however, if you select Lottery-based bonus plan, you receive a different set of options. In the following definitions, the bonus plan type associated with the option is in parenthesis to the right of the option name. If it applies to all bonus plans, it is denoted with the word (all).

Active

Indicates an active bonus plan. If you create a new bonus plan, the bonus plan defaults to active. To make the bonus plan inactive, clear the check box.

Name (all)

— Identifies the bonus plan. Type a unique name to identify the bonus plan, such as “200 Point Club.” You can type up to 50 characters in the text box. This is the name that identifies the bonus plan on reports and prints on guest receipts; therefore, use a name that is descriptive and customer friendly. You configure the information that prints on guest receipts or vouchers in the Loyalty Configuration.

Description (all)

— Describes the purpose of the bonus plan. Enter an optional description, such as the purpose of the bonus plan, and reward incentives. You can type a description up to 300 characters. The description entered is not used on any of your reports.

Bonus Plan Type (all)

— Indicates the type of bonus plan. The type of bonus plan selected determines how the member earns credit toward a reward. You can select from the following bonus plan types:

Be My Guest-based

— Indicates the bonus plan rewards the guest on their next purchase. For example, you can create a bonus plan that rewards a guest with 100% off on their next visit.

Currency-based

— Indicates the bonus plan rewards the member based on the amount of dollars spent in your restaurant. For example, you can create a bonus plan that rewards the member for every $100.00 they spend.

Employee Comp-based

— Indicates the bonus plan rewards an employee with a comp on their meal purchase. For example, you can create a bonus plan that rewards an employee with a 50% discount on an entree.

Frequency-based

— Indicates the bonus plan rewards the member based on the number of times they visit your store. For example, you can create a bonus plan that rewards the member after they visit your restaurant three times, and then again after five visits.

Items-based

— Indicates the bonus plan rewards the member based on the items they purchase, such as the quantity of items purchased, or you can track the items they purchase and reward the member after they purchase one of every item in a category. Use an Items-based plan to create a beer tour or dessert tour. For example, to emphasize your new dessert menu, create a bonus plan that rewards the customer after they purchase one of every dessert.

Lottery-based

— Indicates the bonus plan rewards the member on an odds-based scale. You can offer your members a one in x chance at earning a reward. For example, you offer a one in 10 chance of winning a free coffee. Keep in mind that each person has a one in 10 chance of winning, so conceivably you could have five members come in and each one win a free coffee. This is not the same as one out of every ten members wins a free coffee. A Lottery-based plan is similar to a slot machine, where each person has the exact same odds of winning.

Points-based

— Indicates the bonus plan rewards the member based on the number of points earned for the amount of money spent, or by the item purchased. For example, you can create a bonus plan that rewards the member a point for every dollar they spend, which is a basic one to one relationship. You can also create a Points-based plan where the member earns 10 points for every appetizer they purchase. With any Points-based plan, you set the number of points it takes to earn a reward.

Smart Rewards-based

— Indicates the bonus plan rewards only the member card numbers that you import into the system from historical data, based on any criteria you want. A Smart Rewards-based bonus plan is a one time reward. Once the member receives the reward, they cannot receive the reward again. If you want the member to receive the reward again, you would have to create a new Smart Rewards-based bonus plan.

Eligible Items (all)

— Indicates the items you want to include in the bonus plan. You can elect to include all items in the bonus plan, or select a specific category for the bonus plan. If you select ‘Select Category,’ you must click and select the item categories included in the bonus plan on the Select Categories. Select one of the following:

Select Category

— Enables you to include specific categories of items on the bonus plan. Use ‘Select Category’ to limit the items that earn credit toward the bonus plan. For example, you only want to include appetizers in the bonus plan. You add the category that contains the appetizers via the Select Categories.

All Items

— Indicates you want to make all items eligible for the bonus plan. When you create a new bonus plan, ‘All Items’ is the default selection.

If you are not an existing Aloha Insight customer, you must install Loyalty at the store level before you can view your items and categories.

Start Date (all)

— Indicates the date the bonus plan becomes effective and a Loyalty member can start earning credit toward the bonus plan. ‘Start Date’ defaults to the current date. You can enter a date in the future; however, you cannot enter a date in the past.

End Date (all)

— Indicates the date the Loyalty member can no longer earn credit toward the bonus plan. The ‘End Date’ is optional. If you use an end date, verify it is a date in the future and after the date in the ‘Start Date’ text box.

Members cannot accrue credit until profile is registered (Be My Guest-based, Currency-based, Frequency-based, Items-based, Points-based)

— Indicates a new member does not start earning rewards for a loyalty plan until they go online and complete their registration.

Provide members with ___ in credit when they register their profile (Be My Guest-based, Currency-based, Frequency-based, Items-based, Points-based)

— Indicates the system credits a new loyalty member with x times the standard reward for the selected bonus plan as soon as they go online and complete their registration, to encourage them to register their profile and start earning credits. For example, for a frequency-based bonus plan, the system can credit the new member with two visits just for completing their registration.

Automatically provide members with their next eligible reward when they register their profile (Be My Guest-based, Currency-based, Frequency-based, Items-based, Points-based)

— Indicates the system issues the next reward the member is eligible for when the member registers their account online.

Minimum purchase amount per check (Frequency-based only)

— Indicates the minimum amount the loyalty member must purchase during a visit to the restaurant before earning credit for that visit. Using additional Loyalty options, you can control whether the guest qualifies for the minimum amount spent based on the original or discounted check total. All items on the guest check are used to determine if the guest qualifies for the reward, not just the items that are qualified in the bonus plan.

Queue rewards for this bonus plan (all)

— Indicates the system places rewards that are earned but not yet issued into a queue and applies the reward to the guest check the next time the member uses the loyalty card at a store that supports the bonus plan. For example, when a member earns two rewards in one visit and the system can only issue one reward, Aloha Loyalty queues the reward not issued for the next visit.

Item Settings

The Item Settings options apply to Currency-based, Items-based and Points-based bonus plans. You can use these options to determine the types of items that earn credit toward the bonus plan.

Allow Aloha POS Discounted items to count towards rewards (Items-based, Currency-based, and Points-based)

— Indicates you want to allow a discounted item on the guest check, via a promotion or a comp, to apply toward the bonus plan. For example, the member uses a coupon to get 25% off an entree. If you select this option, the discounted entree earns credit on the bonus plan.

Use Discount Price for rewards (Items-based, Currency-based, and Points-based)

— Indicates you want to use the discounted price to count toward the reward. When you select ‘Allow Discounted items to count towards rewards,’ it enables the ‘Use Discount Price for rewards’ check box. If you are creating an Items-based bonus plan, this option is not available.

Allow modifiers to count toward plan rewards (Items-based, Currency-based, and Points-based)

— Indicates items ordered as a modifier count toward the bonus plan. For example, the member can add an extra slice of cheese to their burger for an additional fee and the extra price counts toward the bonus plan. ‘Allow Modifiers to count toward plan rewards’ is the default selection when creating a Currency-based, items based, or Points-based bonus plan.

Item only counts once towards plan rewards (Items-based only)

— Indicates you want to allow an item to count one time toward a bonus plan. If you are creating a bonus plan that requires a member to purchase one of every eligible item, enable this option. For example, your bonus plan requires the member to drink one of every type of beer you sell. This option forces the member to buy at least one of every beer before earning the bonus plan reward.

Plan Settings

The Plan Settings options apply to Lottery-based plans and Points-based plans. The options for a Lottery-based plan differ from the options for a Points-based plan. On a Lottery-based plan, you determine the odds of the reward. On a Points-based plan, you select either to use a master points plan, which uses the plans own settings and reset options, or you can combine the points with another bonus plan.

Each member will have a 1 in x chance to receive a reward at random (Lottery-based only)

— Specifies the odds the bonus plan uses for the reward. Type a number in the text box. For example, if you type 5 in the text box, each member that purchases a qualifying item has a one in five chance of winning a reward. This is not the same as one out of every five members earns a reward.

Master Points Plan (Points-based only)

— Indicates the Points-based plan uses the settings you define for the bonus plan and designates the plan as a master plan.

A master points plan combines points earned from multiple Points-based plans and counts those points toward a single Points-based reward. For example, you have the Aloha Points Plan that offers a reward for every 1000 points, and this bonus plan is always in effect. You create another bonus plan, the Mauna Loa Points Plan, to coincide with a special event or promotion, but make it available for a limited time. Designate the Aloha Points Plan as the master bonus plan and the points earned on the Mauna Loa Points plan count toward the 1000 point reward threshold.

Combine Points with: (Points-based only)

— Indicates the bonus plan that links to the Master Points Plan. The two Points-based bonus plans can earn points differently; however, they can use the same reward program, reset options, and bonus events. When you combine a points plan with another points plan, the only active tab is the Schedule tab.

To combine points with another bonus plan:

1.	Select ‘Combine Points with.’

2.	Answer the prompt.

3.	Select another Points-based plan in the drop-down list that is not linked to another plan.

Points Settings

The Points Settings options enable you to tie the points to an amount of currency spent, or to the number of items purchased. You can use a one-to-one conversion, or you can use a many-to-one conversion, such as 10 points per unit of currency. If you base the number of points on the number of items purchased, and use a one-to-one ratio, a member can purchase one item at $10.00 and earn one point and another member purchase a single item at $5.00. Both members earn the same number of points.

Points per Unit Currency (Points-based)

— Indicates you want to use a currency as the basis for your Points-based bonus plan. If you select ‘Points per Unit Currency,’ you must define at least one currency in the Points Conversion. Refer to Points Conversion for more information on selecting a currency.

X Points per X items (Points-based)

— Indicates the number of points earned is based on the number of items purchased. Members earn the same bonus points for an item that costs $5.00 as they do for a $10.00 item.

Selecting a Category

The Select Categories enables you to include specific categories of items in the bonus plan. For example, you can select a category that contains your appetizers and limit the bonus plan to the items in the category.

The Select Categories appears with all categories available to assign to the bonus plan in the ‘Unassigned Categories’ list box. Move the categories to the ‘Assigned Categories’ list box to include the category in the bonus plan.

You can also create categories in the Category Setup in Aloha Insight. Categories created in Aloha Insight do not necessarily equate to the categories configured in the Aloha POS. If you are not sure of the items in the category, click Category Setup to verify the item(s).

Unassigned Categories

— Contains all available categories configured for your company that you can assign to the bonus plan. The categories appear in alphabetical order.

Assigned Categories

— Contains all active categories assigned to the bonus plan. The categories appear in the order you assign them to the bonus plan.

Category Setup

Click Category Setup to create and edit your categories in the Category Setup.

To assign a category to a bonus plan:

1.	Select the category in the ‘Unassigned Categories’ list box.

2.	Use the arrows to move the category to the ‘Assigned Categories’ list box.

3.	Click Next, to return to the Bonus Plan.

Defining your Points Conversion

Use the Points Conversion to configure the number of points a specific unit of currency earns. Generally, you define the points as a one-to-one ratio. For example, for each monetary unit the member spends, they earn one point. If you support more than one currency in your stores, you can define multiple conversion rates for the bonus plan.

Currency Name

— Contains the currency name you are converting to points.

Points

— Specifies the number of points earned per the unit of currency.

Amount

— Specifies the amount of currency the member must spend to earn the number of points in the Points column.

Add

Click Add to display Points Conversion and add a new currency points conversion. When you add a new currency points conversion, you select the currency and define the number of points per amount spent.

To add a currency for points conversion:

1.	Click Add.

2.	Select the currency to convert.

3.	Type the number of points the currency earns in the first text box.

4.	Type the monetary rate in the second text box. For example, in a one-point-per-one dollar ratio, type ‘1’ in each text box. For the member to earn one point per $10.00 spent, type ‘1’ in the first text box and ‘$10.00’ in the second text box.

5.	Click Save.

Edit

Select a currency points conversion in the list box and click Edit to make changes to an existing points conversion setting.

Delete

Select a currency points conversion in the list box and click Delete to delete the currency points conversion. You must answer a prompt to verify you want to delete the currency points conversion.

Points Conversion Settings

You establish the currency and the number of points the member earns for amount of currency on the Point Conversion Settings screen.

Currency

— Indicates the currency to use as the base for the points conversion. Select a currency from the drop-down list. Aloha Loyalty supports the same currency codes as the Aloha POS. Only currencies not already selected appear in the list.

The member earns x point(s) per x

— Specifies the number of points the member earn per unit of currency. Type the number of points in the first text box and the amount of currency the member needs to spend to earn the number of points in the second text box.

Click Save to return to Points Conversion dialog. You can continue to add additional currency conversion settings, or click Done to return to the General tab.